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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Weisel | Scotiabank | 18 | 6% |
| Mike Sullivan | Wolfe Research | 13 | 0% |
| Paul Fremont | Ladenburg Thalmann | 12 | 0% |
| Nick Campanella | Barclays | 11 | 9% |
| Julien Dumoulin-Smith | Jefferies | 10 | 0% |
| Carly Davenport | Goldman Sachs | 10 | 0% |
| Will Appicelli | UBS | 5 | 0% |
| Jeremy Tonet | JPMorgan | 5 | 0% |
| Shar Pourreza | Wells Fargo | 5 | 0% |
| Sophie Karp | KeyBanc Capital Markets | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Scotiabank | 1 | 18 | 6% |
| Jefferies | 2 | 14 | 0% |
| Wolfe Research | 1 | 13 | 0% |
| Ladenburg Thalmann | 1 |
| 12 |
| 0% |
| Barclays | 1 | 11 | 9% |
| Goldman Sachs | 1 | 10 | 0% |
| Wells Fargo | 2 | 9 | 0% |
| UBS | 1 | 5 | 0% |
WEC Energy delivered Q1 earnings of $2.45 per share, up $0.18 year-over-year, driven by rate-based growth contributing $0.17 as weather-normal retail electric deliveries grew 1.3% with large C&I up 3%. The company reaffirmed 2026 guidance of $5.51-$5.61 and the VLC tariff structure was approved by the commission. The $37.5B capital plan supported the growth trajectory as the Point Beach PPA replacement created additional CAPEX opportunity and Illinois rate case progress continued.
Regulation Policy | Capex Investment | Demand | Cloud & AI | Capital Allocation | Competitive Dynamics | Supply Chain | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 11 | 6 | 5 | 3 | 2 | 3 | 2 |
| 2025Q1 | 7 | 5 | 4 | 2 | 1 | 1 | 1 | |
| 2025Q2 | 4 | 7 | 5 | 4 | 1 | 2 | 1 | |
| 2025Q3 | 6 | 7 | 7 | 6 | 7 | 1 | 1 | 2 |
| 2025Q4 | 8 | 3 | 6 | 3 | 4 | 2 | ||
| 2026Q1 | 12 | 5 | 8 | 1 | 2 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Regulation Policy | 7 | 7 | 4 | 6 | 8 | 12 |
| Capex Investment | 11 | 5 | 7 | 7 | 3 | 5 |
| Demand | 6 | 4 | 5 | 7 | 6 | 8 |
| Cloud & AI | 5 | 2 | 4 | 6 | 3 | 1 |
| Capital Allocation | 3 | 1 | 1 | 7 | 4 | |
| Competitive Dynamics | 2 | 1 | 1 | 2 | 2 | |
| Supply Chain | 3 | 2 | 1 | 2 | ||
| Revenue Growth | 2 | 1 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WEC WEC Energy Group | 7 | +9.0% | |
| AEE Ameren | 7 | +3.8% | |
| AEP American Electric Power | 5 | +6.8% | |
| CMS CMS Energy | 6 | +11.6% | |
| CNP CenterPoint Energy | 5 | +1.9% | |
| D Dominion Energy | 7 | +23.1% | |
| DTE DTE Energy | 7 | +15.8% | |
| DUK Duke Energy | 8 | +11.3% | |
| ED Consolidated Edison | 6 | +6.2% | |
| EIX Edison International | 6 | +7.7% | |
| ES Eversource Energy | 6 | +9.4% | |
| ETR Entergy | 8 | +12.0% | |
| EVRG Evergy | 7 | +5.5% | |
| EXC Exelon | 6 | +7.9% | |
| FE FirstEnergy | 7 | +11.6% | |
| LNT Alliant Energy | 5 | +5.0% | |
| NEE NextEra Energy | 6 | +7.3% | |
| PCG PG&E Corporation | 8 | +15.0% | |
| PEG Public Service Enterprise Group | 9 | +19.4% | |
| PNW Pinnacle West | 8 | +11.4% | |
| PPL PPL Corporation | 7 | +10.8% | |
| SO Southern Company | 6 | +8.0% | |
| XEL Xcel Energy | 6 | +2.9% |