PM Portfolio Manager Reports

From Portfolio Manager reports

Regulated Nuclear Recovery And Host Utilities

This page ranks regulated utilities that own nuclear plants or host large power loads where nuclear license extensions, uprates, reliability work, grid upgrades, or new generation can enter regulated earnings. Recovery means the utility spends capital, a regulator decides what enters rates and what return is allowed, and customers pay through base rates, riders, special tariffs, fuel clauses, capacity payments, or large-load customer contributions. The tournament-ranked basket is PEG, SO, ETR, DUK, and D: PEG ranks first on relative value and nuclear/PJM optionality; SO has the clearest regulated nuclear mechanism; ETR has the best current host-load evidence; DUK has scale but thinner current nuclear-load proof; D is a real Virginia nuclear host whose stock is now shaped by the pending NextEra transaction.

Report boundary: this node is a tactical report layer. It ranks the current value-chain basket, setup labels, confirmation triggers, invalidation levels, and chart provenance. Durable company research stays in the linked knowledge pages. Price and volume context comes from read-only discovery daily_ohlc through 2026-06-12.

Current Setup

Regulated nuclear recovery gate Nuclear value counts when output, grid spend, and host-load capex become approved collection.

Utilities can own valuable nuclear plants and high-growth service territories, but shareholders need rate orders, capacity revenue, customer-backed infrastructure, financing access, and EPS after debt or equity funding.

Positive proof PEG, SO, and ETR carry the clearest current evidence. PEG has relative value plus nuclear/PJM optionality; SO has the cleanest regulated nuclear route; ETR has the strongest Gulf South host-load evidence.
Conversion gate Rate orders, tariffs, capacity rules, and funding decide per-share conversion. Watch BPU, FERC, PJM, state commissions, customer contributions, FFO/debt, and EPS guidance after financing.
Primary constraint Bill pressure, nuclear outages, and financing can absorb the load benefit. Cost disallowance, forward equity, debt coupons, merger terms, or weak customer backing would lower the quality of the setup.
  1. Demand sourceAI load, industry, reliability
  2. Utility actionNuclear + grid investment
  3. Collection routeRates, riders, tariffs, PJM
  4. Proof pointEPS, FFO/debt, orders

Right-rail setup labels use weekly bars aggregated from discovery daily_ohlc through 2026-06-12. Fundamental claims route to the parent nuclear-power theme, the power-scarcity theme, the utilities sector lane, linked security lanes, and the official sources listed below.

Basket

The basket is inherited from the parent nuclear-power value-chain map and reranked by relative value, node-specific recovery evidence, value drivers, financing burden, and current technical setup. Chart timing only breaks ties after the business evidence is scored. AEP is retained as a watch tail because it has the strongest large-load tariff and capex evidence outside the core basket, but its nuclear specificity is weaker than the five ranked names.

PEG Public Service Enterprise Group

Best relative-value blend of New Jersey regulated recovery, Salem and Hope Creek nuclear output, and PJM capacity optionality.

Market cap$38.4B
Next earningsAug 4, 2026 est.
Latest qtr revenue$3.848B

Role in stack

PSE&G customers fund New Jersey transmission, electric distribution, and gas investment through BPU and FERC rates, while PSEG Power sells nuclear output and capacity into PJM. The conversion gate is BPU/FERC recovery, PJM capacity and production tax credit treatment, plant availability, debt funding, and the no-common-equity plan.

Revenue mix

Q1 2026 segment revenue before eliminations was PSE&G $3.085B and PSEG Power & Other $1.416B. PSE&G is the regulated core; PSEG Power provides the nuclear/PJM upside and variability.

Latest qtr revenue

Q1 2026 total operating revenue was $3.848B in the PSEG Q1 2026 release. The same source reported GAAP net income of $741M, non-GAAP operating EPS of $1.55, and about 8 TWh of nuclear generation at a 95.5% capacity factor.

SO Southern Company

Clearest regulated nuclear recovery route through Vogtle, Southeast load growth, state utility capex, and DOE/FFB support.

Market cap$103.5B
Next earningsJul 30, 2026 est.
Latest qtr revenue$8.397B

Role in stack

Georgia Power, Alabama Power, Mississippi Power, and the gas utility platform convert nuclear reliability, generation, grid work, and Southeast large-load demand into state-regulated earnings. The gate is recovery orders, cost allocation, customer contribution detail, DOE/FFB draw terms, bill impact, and credit metrics after funding.

Revenue mix

Q1 2026 revenue was led by traditional electric operating companies at $5.482B, Southern Company Gas at $2.191B, and Southern Power at $681M. Company materials frame about 95% of 2026-2030 capex as state-regulated utility capex.

Latest qtr revenue

Q1 2026 operating revenue was $8.397B in Southern's Q1 2026 materials. The same source reported adjusted EPS of $1.32 and 2026 adjusted EPS guidance of $4.50-$4.60.

ETR Entergy

Best current host-load evidence from Gulf South industrial and hyperscale demand, with visible financing pressure.

Market cap$51.1B
Next earningsJul 29, 2026 est.
Latest qtr revenue$3.188B

Role in stack

Entergy serves Arkansas, Louisiana, Mississippi, New Orleans/Louisiana mechanisms, and Texas. Gulf South industrial and hyperscale customers create demand for generation, transmission, distribution, resilience, customer-specific infrastructure, and nuclear-fleet reliability; conversion depends on state and FERC recovery, CWIP, riders, formula mechanisms, customer contributions, and credit metrics.

Revenue mix

Almost all consolidated revenue is regulated electric utility revenue. Q1 2026 electric utility revenue was $3.170B of $3.188B consolidated revenue, about 99.5%; Parent & Other is mainly financing and residual drag.

Latest qtr revenue

Q1 2026 operating revenue was $3.187626B in Entergy's latest security lane and Q1 release. The same source reported Q1 industrial volume up 14.9%, weather-adjusted retail sales up 6.0%, and adjusted EPS of $0.86.

DUK Duke Energy

Scaled Carolinas, Florida, and Midwest regulated nuclear host that still needs fresher nuclear/load-contract proof.

Market cap$96.8B
Next earningsAug 4, 2026 est.
Latest qtr revenue$9.178B

Role in stack

Duke serves regulated electric and gas customers across the Carolinas, Florida, the Midwest, and other state jurisdictions. Electric load and nuclear-host exposure can justify generation and grid capex; conversion is controlled by state rate cases, riders, storm and fuel mechanisms, Brookfield Florida funding, interconnection evidence, and credit metrics.

Revenue mix

Regulated electric utilities dominate the setup, with gas utilities and holding-company funding mattering for consolidated credit. Q1 2026 Electric Utilities and Infrastructure adjusted segment income was about $1.404B and Gas Utilities and Infrastructure was about $361M.

Latest qtr revenue

Q1 2026 operating revenue was about $9.178B in the Duke security lane and Q1 2026 earnings source. The same lane reports 2026 adjusted EPS guidance of $6.25-$6.45 and an $87B five-year capital plan.

D Dominion Energy

Virginia nuclear and data-center host whose stock is now partly a NextEra exchange-ratio and approval-probability security.

Market cap$54.4B
Next earningsNot confirmed
Latest qtr revenue$5.019B

Role in stack

Dominion Energy Virginia, North Anna, Surry, grid investment, generation, CVOW, and large-load infrastructure make D a real Virginia host-utility route. Recovery runs through Virginia SCC, South Carolina, FERC, NRC, large-load tariff design, and merger approvals; the stock also depends on the NEE exchange ratio and approval conditions.

Revenue mix

Q1 2026 total operating revenue was $5.019B; the Q1 10-Q revenue note shows regulated electric sales as the main component, including residential, commercial, high-load, industrial, government/other retail, and wholesale revenue. Virginia Power operating revenue was $3.696B.

Latest qtr revenue

Q1 2026 total operating revenue was $5.019B in Dominion's Q1 2026 10-Q article. Dominion's lane also reports Q1 operating EPS of $0.95, 2026 operating EPS guidance of $3.45-$3.69, and planned 2026 debt issuance of $6.0B-$9.5B.

Market caps use read-only discovery instruments.market_cap queried on 2026-06-13. Next-earnings dates for PEG, SO, ETR, and DUK come from Nasdaq/Zacks algorithmic estimates checked on 2026-06-13 and are labeled est.; Nasdaq had no provided Dominion date and Dominion's IR events page did not list an upcoming event, so D is marked Not confirmed. Latest-quarter revenue uses the linked security lanes and company Q1 2026 releases or 10-Q article routes.

What Confirms Or Weakens

Area What confirms What weakens or invalidates Watch next
01 Node thesis Nuclear and host load become payable
What confirms

Approved rate orders, riders, CWIP, special tariffs, capacity revenue, and customer contributions convert nuclear and large-load spending into earned rate base, EPS, cash flow, and stable credit metrics.

What weakens or invalidates

Pipeline demand stays non-binding, customers delay or self-supply, regulators shift costs away from large-load customers, or earnings growth requires more debt and equity than planned.

Watch next
  • BPU and FERC filings
  • PJM capacity rules
  • State rate orders
  • Large-load agreements
02 Recovery mechanism Regulator approves collection
What confirms

State and federal orders approve cost recovery, allowed ROE, equity layer, rider timing, customer prepayments, and stranded-cost protection without major disallowance.

What weakens or invalidates

Lower allowed returns, refunds, disallowances, deferred recovery, bill credits, rate caps, or regulatory assets rising faster than cash recovery reduce conversion quality.

Watch next
  • SO state orders
  • PEG BPU/FERC/PJM treatment
  • ETR riders and CWIP
  • DUK and D rate cases
03 Nuclear economics Plant output becomes cash flow
What confirms

High capacity factors, license extensions, uprates, recoverable life-extension work, capacity payments, PTC treatment, and NRC progress support cash flow.

What weakens or invalidates

Forced outages, refueling slips, NRC delays, uprate cost inflation, adverse PJM/PTC/ZEC treatment, or capex disallowance cuts available MWh or recovery.

Watch next
  • PEG nuclear output
  • PJM capacity revenue
  • NRC/license updates
  • Plant reliability disclosures
04 Customer and cost allocation Large loads protect ratepayers
What confirms

Signed service agreements include deposits, minimum bills, credit support, termination payments, customer-funded interconnection, and protection for non-participating customers.

What weakens or invalidates

Load queues remain speculative, cost shifts to residential customers, large users cancel or renegotiate, or infrastructure spend precedes enforceable customer backing.

Watch next
  • Customer-backed filings
  • Special tariff updates
  • Energization schedules
  • Bill-impact tables
05 Funding and credit Per-share economics hold
What confirms

FFO/debt, debt-to-capital, rating outlooks, interest expense, and EPS per share hold after capex, DOE/FFB borrowing, minority capital, forward equity, and debt issuance.

What weakens or invalidates

Equity issuance expands beyond plan, rating outlooks worsen, debt cost rises, or operating cash flow trails capex and dividends without a visible rate-recovery bridge.

Watch next
  • SO forward shares and DOE/FFB
  • ETR forward equity
  • DUK Brookfield closing
  • D debt issuance
  • PEG no-common-equity plan
06 Policy and Stale condition Refresh trigger
What confirms

Discovery daily_ohlc remains current through 2026-06-12, chart packages still load from the report API, and no material earnings, rate order, merger, financing, credit, tariff, or nuclear availability update has arrived since the cited sources.

What weakens or invalidates

A new trading session, earnings release, rate-case order, financing announcement, credit action, merger filing, large-load disclosure, or nuclear outage arrives before the page is refreshed.

Watch next
  • Q2 earnings
  • Rate-case orders
  • Merger filings
  • Weekly OHLC refresh

Source Trail

Theme And Sector Routes

Security Lanes

  • PEG security lane for PSE&G recovery, PSEG Power nuclear output, PJM capacity revenue, guidance, capex, and funding constraints.
  • SO security lane for Vogtle, Southeast load, state-regulated capex, DOE/FFB financing support, guidance, debt, and forward-share exposure.
  • ETR security lane for Gulf South industrial and hyperscale load, revenue concentration, FFO/debt, forward equity, and rate-recovery proof burden.
  • DUK security lane for regulated scale, capex, guidance, Brookfield Florida funding, debt, and source gaps around current nuclear/load-contract detail.
  • D security lane for Virginia host load, North Anna/Surry, capex, debt issuance, CVOW, and the pending NEE transaction.
  • AEP security lane is a watch route because AEP has strong large-load recovery evidence and Cook nuclear exposure, but the nuclear component is not central enough for this core basket.

External Sources

Earnings Date And Revenue Sources

  • Next-earnings estimates for PEG, SO, ETR, and DUK were checked on 2026-06-13 through Nasdaq API endpoints /api/analyst/PEG/earnings-date, /api/analyst/SO/earnings-date, /api/analyst/ETR/earnings-date, and /api/analyst/DUK/earnings-date. Nasdaq states these are algorithmic estimates from historical reporting dates and Zacks Investment Research, so the Basket labels them est..
  • Estimated next earnings: PEG Aug 4, 2026; SO Jul 30, 2026; ETR Jul 29, 2026; DUK Aug 4, 2026. Nasdaq's /api/analyst/D/earnings-date response said Zacks had not provided an upcoming date for D; Dominion's IR events page showed no listed upcoming event when checked on 2026-06-13, so D is marked Not confirmed.
  • Latest-quarter revenue sources: PEG Q1 2026 total operating revenue $3.848B from the PSEG Q1 2026 release; SO Q1 2026 operating revenue $8.397B from Southern's Q1 2026 release and lane; ETR Q1 2026 operating revenue $3.187626B from Entergy's Q1 release and lane; DUK Q1 2026 operating revenue about $9.178B from Duke's Q1 release and lane; D Q1 2026 total operating revenue $5.019B from the local clipped Dominion Q1 2026 10-Q article 10-Q (sec.gov 12).
  • Dominion's company release URL returned HTTP 403 to direct command-line fetch during this worker pass, so Dominion revenue was verified from the already-clipped local 10-Q article and source lane rather than re-fetched from the press-release page.

Discovery And Chart Provenance

  • Chart/setup provenance uses read-only daily_ohlc from ../discovery/data/discovery.duckdb for PEG, SO, ETR, DUK, and D through 2026-06-12.
  • Weekly OHLC is derived from daily rows by calendar week: first open, maximum high, minimum low, final close, and summed volume. Setup levels use 20-week EMA, 100-week EMA, recent range highs and lows, and weekly volume context.
  • The selected-security right rail uses /api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest. Static HTML renders without the API; live charts require the local report API. The local API at 127.0.0.1:8765 was unavailable during validation, so live chart rendering remains unverified.
  • discovery status showed 1,278 daily bars and daily_ohlc through 2026-06-12 for PEG, SO, ETR, DUK, and D. Read-only DuckDB market-cap query on 2026-06-13 returned PEG $38.4B, SO $103.5B, ETR $51.1B, DUK $96.8B, and D $54.4B. Representative per-ticker lineage checks surfaced May 2026 backfills, while grouped daily market updates extend local rows through 2026-06-12.
  • The former body setup table was removed. Static setup labels and thresholds remain in the selected-security rail metadata and prior sidecar chart assumptions; if live API chart data moves beyond the 2026-06-12 static thresholds, refresh setup levels before using them as current trading evidence.

Known Gaps

  • DUK needs fresher plant-level nuclear, load-contract, rate-case, debt, and Brookfield detail before it can outrank the top three.
  • ETR needs current Investor Day and plant-level nuclear evidence before the load thesis can be treated as fully de-risked.
  • D should be read as a special situation until the NEE transaction, Virginia SCC, CVOW, NRC/FERC, and debt issuance paths are clearer.
  • PNW and DTE have local OHLC coverage and nuclear assets, but no durable local security lanes were found for this page; keep them out of the ranked basket until source routing is built.

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