D
NYSE · Utilities · Regulated Electric · US
Research · Oct 31, 2026
Electric Utilities Shift Stranded-Asset Risk Away From Existing Customers
Dominion and Exelon are using cost allocation and collateral to screen large data-center loads before grid investment, shifting stranded-asset risk away from existing customers.
Research · Oct 31, 2026
Dominion Energy (D) Q3 2026: New Rates Lift Profit, Offshore Wind Lags
Dominion Energy Q3 2026 operating EPS was $1.28 as new Virginia and South Carolina rates lifted profit beyond weather, while CVOW turbine installs ran at half the needed pace.
Research · Oct 23, 2026
[D] Dominion Energy: Q3 2026 Earnings Test Virginia Rates Against Capacity Costs
Dominion Energy's Virginia utility earned $670M in Q2 2026, up 22% on new base rates; Q3 earnings test whether that gain outruns rising PJM capacity costs and CVOW delays.
Research · Sep 3, 2026
[D] Dominion Energy Thesis 2026: Offshore Wind Nears Completion, Regulated Earnings Stabilize
Dominion Energy FY25 (Dec 31, 2025) at $16.51B revenue (+14%). NI $3.00B; EPS $3.45 (+41%); operating EPS $3.42 (above guide midpoint). Coastal Virginia Offshore Wind (2.6 GW) over 70% complete; first power March 2026. Capital plan increased $50B -> ~$72B+. FY26 guide: operating EPS ex-RNG 45Z $3.40-$3.60 / total $3.57. Long-term 5-7% EPS CAGR with upper half from 2028.
Research · Apr 10, 2026
US Utilities Rotation: DUK and AEP Lead as Inflation Fades — 2 to Buy, 2 to Avoid
As inflation eases, US utilities are poised for growth driven by infrastructure investments. Duke Energy and American Electric Power emerge as strong candidates, while Dominion Energy and Entergy face challenges. Monitoring regulatory changes and economic conditions will be crucial.