{
  "report_id": "theme_nuclear_power_node_regulated_nuclear_recovery_and_host_utilities",
  "report_type": "theme_value_chain_node",
  "site_path": "themes/nuclear-power/nodes/regulated-nuclear-recovery-and-host-utilities/index.html",
  "title": "Regulated Nuclear Recovery And Host Utilities",
  "as_of": "2026-06-12",
  "generated_at": "2026-06-13T00:00:00-07:00",
  "node": {
    "slug": "regulated-nuclear-recovery-and-host-utilities",
    "order": 6,
    "level": "L3 regulated recovery node",
    "role": "Ranks regulated utilities that own nuclear plants or host large loads where nuclear, generation, grid, reliability, and customer-specific infrastructure spending can become approved rate base, tariffs, capacity revenue, or customer-backed cash flow.",
    "description": "This node covers regulated utilities that can turn nuclear availability, uprates, license extensions, large-load service, and grid reliability spending into shareholder economics only if regulators approve recovery and funding holds. The final tournament ranking is PEG, SO, ETR, DUK, and D. PEG ranks first for relative value and nuclear/PJM optionality; SO ranks second for the clearest regulated nuclear mechanism; ETR ranks third for current Gulf South load evidence; DUK ranks fourth for scale with thinner current nuclear-load proof; D ranks fifth because Virginia host value is now mixed with the pending NextEra transaction."
  },
  "ticker_baskets": {
    "core": [
      "PEG",
      "SO",
      "ETR",
      "DUK",
      "D"
    ],
    "option": [],
    "watch": []
  },
  "chart_artifacts": [
    {
      "chart_id": "chart-peg",
      "ticker": "PEG",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "api_route": "/api/securities/PEG/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_selected_security_rail"
    },
    {
      "chart_id": "chart-so",
      "ticker": "SO",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "api_route": "/api/securities/SO/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_selected_security_rail"
    },
    {
      "chart_id": "chart-etr",
      "ticker": "ETR",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "api_route": "/api/securities/ETR/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_selected_security_rail"
    },
    {
      "chart_id": "chart-duk",
      "ticker": "DUK",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "api_route": "/api/securities/DUK/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_selected_security_rail"
    },
    {
      "chart_id": "chart-d",
      "ticker": "D",
      "source_table": "daily_ohlc",
      "chart_interval": "weekly",
      "aggregation": "weekly bars grouped from daily rows by calendar week; open is first row, high is weekly max, low is weekly min, close is final row, volume is summed",
      "indicators": [
        "20w_ema",
        "100w_ema",
        "weekly_volume",
        "20w_average_volume"
      ],
      "indicator_method": "20-week and 100-week exponential moving averages computed from weekly closes using full available weekly history before visible-window clipping; weekly volume bars shown with a 20-week average volume line",
      "price_data_as_of": "2026-06-12",
      "visible_years": 3,
      "visible_start_date": "2023-06-13",
      "visible_end_date": "2026-06-12",
      "api_route": "/api/securities/D/chart?frequency=weekly&window=3y&as_of=latest",
      "rendering": "report_api_selected_security_rail",
      "exposure_note": "Dominion is retained in the core basket because Virginia host-load and nuclear exposure are real, but its security read is event-driven while the NextEra transaction is pending."
    }
  ],
  "knowledge_sources": [
    "../../../../../knowledge/wiki/concepts/themes/power-scarcity-and-grid-load.md",
    "../../../../../knowledge/wiki/concepts/themes/ai-capex-cycle.md",
    "../../../../../knowledge/wiki/lanes/sector/utilities.md",
    "../../../../../knowledge/wiki/lanes/security/peg.md",
    "../../../../../knowledge/wiki/lanes/security/so.md",
    "../../../../../knowledge/wiki/lanes/security/etr.md",
    "../../../../../knowledge/wiki/lanes/security/duk.md",
    "../../../../../knowledge/wiki/lanes/security/d.md",
    "../../../../../knowledge/wiki/lanes/security/aep.md"
  ],
  "external_sources": [
    "https://www.energy.gov/articles/doe-releases-new-report-evaluating-increase-electricity-demand-data-centers",
    "https://apnews.com/article/georgia-alabama-electricity-power-loans-energy-wright-3aa78ffb7e67ae8e5ce3c42b7d4d3134",
    "https://news.duke-energy.com/releases/duke-energy-partners-with-brookfield-to-secure-investment-in-duke-energy-florida-expands-capital-plan-to-87-billion",
    "https://www.entergy.com/news/entergy-corporation-announces-pricing-of-common-stock-offering-with-a-forward-component-2",
    "https://investor.pseg.com/investor-news-and-events/financial-news/financial-news-details/2026/PSEG-ANNOUNCES-FIRST-QUARTER-2026-RESULTS/default.aspx",
    "https://news.dominionenergy.com/press-releases/press-releases/2026/Dominion-Energy-Announces-First-Quarter-2026-Results/default.aspx",
    "https://apnews.com/article/nextera-dominion-ai-electricity-utility-1916dc2187883c0d4eaf69ce11c51c75",
    "https://api.nasdaq.com/api/analyst/PEG/earnings-date",
    "https://api.nasdaq.com/api/analyst/SO/earnings-date",
    "https://api.nasdaq.com/api/analyst/ETR/earnings-date",
    "https://api.nasdaq.com/api/analyst/DUK/earnings-date",
    "https://api.nasdaq.com/api/analyst/D/earnings-date",
    "https://investors.dominionenergy.com/events-and-presentations/default.aspx"
  ],
  "earnings_date_sources": [
    {
      "ticker": "PEG",
      "source": "Nasdaq API / Zacks Investment Research estimate",
      "checked_on": "2026-06-13",
      "next_earnings": "2026-08-04",
      "status": "estimated"
    },
    {
      "ticker": "SO",
      "source": "Nasdaq API / Zacks Investment Research estimate",
      "checked_on": "2026-06-13",
      "next_earnings": "2026-07-30",
      "status": "estimated"
    },
    {
      "ticker": "ETR",
      "source": "Nasdaq API / Zacks Investment Research estimate",
      "checked_on": "2026-06-13",
      "next_earnings": "2026-07-29",
      "status": "estimated"
    },
    {
      "ticker": "DUK",
      "source": "Nasdaq API / Zacks Investment Research estimate",
      "checked_on": "2026-06-13",
      "next_earnings": "2026-08-04",
      "status": "estimated"
    },
    {
      "ticker": "D",
      "source": "Nasdaq API returned no vendor date; Dominion IR events page showed no listed upcoming event",
      "checked_on": "2026-06-13",
      "next_earnings": null,
      "status": "not_confirmed"
    }
  ],
  "latest_quarter_revenue_sources": [
    {
      "ticker": "PEG",
      "period": "Q1 2026",
      "metric": "total operating revenue",
      "value": "$3.848B",
      "source": "PSEG Q1 2026 earnings release and linked security lane"
    },
    {
      "ticker": "SO",
      "period": "Q1 2026",
      "metric": "operating revenue",
      "value": "$8.397B",
      "source": "Southern Company Q1 2026 earnings materials and linked security lane"
    },
    {
      "ticker": "ETR",
      "period": "Q1 2026",
      "metric": "operating revenue",
      "value": "$3.187626B",
      "source": "Entergy Q1 2026 release and linked security lane"
    },
    {
      "ticker": "DUK",
      "period": "Q1 2026",
      "metric": "operating revenue",
      "value": "about $9.178B",
      "source": "Duke Energy Q1 2026 earnings release and linked security lane"
    },
    {
      "ticker": "D",
      "period": "Q1 2026",
      "metric": "total operating revenue",
      "value": "$5.019B",
      "source": "Local clipped Dominion Energy Q1 2026 10-Q article, ../knowledge/articles/10-Q (sec.gov 12).md"
    }
  ],
  "discovery_sources": [
    {
      "kind": "duckdb_readonly_query",
      "label": "Regulated Nuclear Recovery And Host Utilities weekly OHLC and EMA chart inputs",
      "query_ref": "discovery:duckdb:daily_ohlc_weekly_aggregation_20w_100w_ema:regulated-nuclear-recovery-and-host-utilities:2026-06-12"
    },
    {
      "kind": "status",
      "label": "Selected local ticker coverage",
      "query_ref": "discovery:status:PEG|SO|ETR|DUK|D|AEP"
    },
    {
      "kind": "lineage-status",
      "label": "Representative daily_ohlc lineage checks",
      "query_ref": "discovery:lineage-status:daily_ohlc:PEG|SO|ETR|DUK|D"
    },
    {
      "kind": "report-api",
      "label": "Selected-security right-rail charts",
      "query_ref": "report-api:/api/securities/{ticker}/chart?frequency=weekly&window=3y&as_of=latest"
    }
  ],
  "links_out": [
    "theme_nuclear_power",
    "theme_power_scarcity_and_grid_load",
    "theme_ai_capex_cycle",
    "sector_utilities",
    "security_peg",
    "security_so",
    "security_etr",
    "security_duk",
    "security_d",
    "security_aep"
  ],
  "freshness": {
    "price_data_as_of": "2026-06-12",
    "daily_ohlc_latest": "2026-06-12",
    "completed_weekly_setup_as_of": "2026-06-12",
    "chart_interval": "weekly",
    "knowledge_reviewed_as_of": "2026-06-13",
    "web_sources_reviewed_as_of": "2026-06-13",
    "limitations": [
      "DUK has thinner current plant-level nuclear and load-contract detail than the top three names.",
      "ETR needs current Investor Day and plant-level nuclear evidence before the load thesis can be treated as fully de-risked.",
      "D is a special situation while the NextEra transaction is pending.",
      "D has no confirmed next earnings date in the checked Nasdaq/Zacks endpoint or Dominion IR events page as of 2026-06-13.",
      "AEP has strong large-load evidence and Cook nuclear exposure but weaker nuclear specificity than the core basket.",
      "The local report API at 127.0.0.1:8765 was unavailable during validation, so live selected-security chart rendering was not HTTP-verified.",
      "Per-ticker daily_ohlc lineage returned May 2026 backfills for representative names, while grouped daily market updates extend local rows through 2026-06-12."
    ]
  },
  "revision": {
    "version": 2,
    "updated_label": "Reformatted Regulated Nuclear Recovery And Host Utilities node page to visual setup, basket cards, and evidence board",
    "metadata_path": "themes/nuclear-power/nodes/regulated-nuclear-recovery-and-host-utilities/report.json",
    "curation_source": "Static node refresh from reports-value-chain-node-pages skill, linked knowledge routes, Nasdaq/Zacks earnings-date checks, Dominion IR events page, and read-only discovery"
  }
}