Loading
Earnings sentiment for Regulated Electric — aggregated from 23 earnings calls in the Utilities sector
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Regulated Electric industry is 6.7/10 across 23 companies.
Aggregated from 23 earnings calls
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this industry for their latest reported quarter. Score is 0–10 (10 = most positive).
The group's average sentiment score eased from 6.96 to 6.65, a move driven less by operating results than by revenue-growth base resets, since first-quarter revenue comparisons reset the scoring band for several names whose data center load pipelines actually strengthened. Cost-pressure flags fell from 11 to 8 across the set, while a single pricing-pressure flag appeared where the prior quarter had none (0 to 1), at NextEra Energy.
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 22 | 202 |
| AI & Tech | 15 | 141 |
| Regulation Policy | 8 | 422 |
| Credit | 4 | 121 |
| Supply Chain | 4 | 22 |
| Company | Sentiment |
|---|---|
| PEG Public Service Enterprise Group | 9/10 |
| PCG PG&E Corporation | 8/10 |
| PNW Pinnacle West | 8/10 |
| DUK Duke Energy | 8/10 |
| ETR Entergy | 8/10 |
| EVRG Evergy | 7/10 |
| D Dominion Energy | 7/10 |
| WEC WEC Energy Group | 7/10 |
| PPL PPL Corporation | 7/10 |
| FE FirstEnergy | 7/10 |
| AEE Ameren | 7/10 |
| DTE DTE Energy | 7/10 |
| NEE NextEra Energy | 6/10 |
| EXC Exelon | 6/10 |
| XEL Xcel Energy | 6/10 |
| ES Eversource Energy | 6/10 |
| CMS CMS Energy | 6/10 |
| ED Consolidated Edison | 6/10 |
| EIX Edison International | 6/10 |
| SO Southern Company | 6/10 |
| AEP American Electric Power | 5/10 |
| LNT Alliant Energy | 5/10 |
| CNP CenterPoint Energy | 5/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.