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Morningstar — Tellvest
Firms
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Morningstar
Morningstar
Utilities (62)
Consumer Cyclical (14)
Communication Services (3)
Financial Services (1)
Technology (1)
5
Analysts
15
Companies
81
Questions
Trends
up to 8 quarters
Questions per Quarter
18
Q4'24: 18
Q4'24
20
Q1'25: 20
Q1'25
11
Q2'25: 11
Q2'25
15
Q3'25: 15
Q3'25
9
Q4'25: 9
Q4'25
8
Q1'26: 8
Q1'26
Questions
Challenging
Active Analysts
4
Q4'24: 4
Q4'24
2
Q1'25: 2
Q1'25
4
Q2'25: 4
Q2'25
2
Q3'25: 2
Q3'25
2
Q4'25: 2
Q4'25
2
Q1'26: 2
Q1'26
Companies Covered
11
Q4'24: 11
Q4'24
11
Q1'25: 11
Q1'25
6
Q2'25: 6
Q2'25
8
Q3'25: 8
Q3'25
5
Q4'25: 5
Q4'25
5
Q1'26: 5
Q1'26
Analysts
5
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Travis Miller
CMS
DTE
ES
ETR
EVRG
+5
62
—
Focus Areas
18 topics
Regulation Policy
29
Capex Investment
25
Demand
25
Cloud & AI
10
Competitive Dynamics
10
Revenue Growth
7
Cost Pressure
6
Margin
5
Capital Allocation
5
Pricing
4
Supply Chain
4
Company Coverage
15 companies
PNW
Pinnacle West
11q
NI
NiSource
10q
EVRG
Evergy
9q
XEL
Xcel Energy
8q
HAS
Hasbro
8q
CCL
Carnival
6q
DTE
DTE Energy
6q
Jaime Katz
CCL
HAS
14
—
Brian Han
NWS
3
—
Rajiv Bhatia
BK
1
—
Will Kirwan
MPWR
1
—
Travis Miller
10 companies
62
Questions
Jaime Katz
2 companies
14
Questions
Brian Han
1 company
3
Questions
Rajiv Bhatia
1 company
1
Questions
Will Kirwan
1 company
1
Questions
Innovation & R&D
4
Guidance Reliability
3
Macroeconomic
3
M&A
1
Subscriber Growth
1
Inventory
1
Labor Market
1
CMS
CMS Energy
5q
SO
Southern Company
5q
ETR
Entergy
4q
NWS
News Corp (Class B)
3q
ES
Eversource Energy
2q
PEG
Public Service Enterprise Group
2q
BK
BNY Mellon
1q
MPWR
Monolithic Power Systems
1q