Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
American Electric Power Company, Inc. $AEP Shares Sold by Allspring Global Investments Holdings LLC
Allspring Global Investments trimmed its stake in American Electric Power (NASDAQ:AEP) by 1.6% in the third quarter, selling 77,274 shares but still retaining 4,683,939 shares valued at $528.1 million. The company reported Q3 EPS of $1.80 (missing estimates by $0.01) and revenue of $6.01 billion, with analysts anticipating a full-year 2025 EPS of $5.87 after AEP raised its quarterly dividend to $0.95. Insider transactions also saw directors and EVP selling shares, cumulatively over $1.8 million in the last quarter.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
NiSource Stock Holds Its Nerve as Utilities Regain Defensive Allure
NiSource Inc. has shown strong performance, outperforming many utilities due to regulated gas and electric growth, significant grid investments, and renewed investor interest in defensive yield. The stock has posted a solid 9.6% capital gain over the past year, with a total return in the low double digits including dividends, driven by predictable earnings and a supportive regulatory environment. Wall Street analysts maintain a "Buy" to "Outperform" consensus, citing the company's clear growth strategy centered on infrastructure modernization and a transition to lower-carbon resources.
Dec 30, 2025 • Stock Titan
NEUTRAL
How two nuclear plants quietly power a quarter of Georgia’s electricity
Georgia Power and Southern Nuclear are celebrating 50 years of commercial nuclear power in Georgia, with Plant Hatch and Plant Vogtle units contributing significantly to the state's electricity mix. These plants provide approximately 25% of Georgia's electricity annually, demonstrating high reliability with an average capacity factor of 94% over the last decade. Through ongoing investments, license renewal efforts, and technological advancements, Georgia Power aims to maintain and expand its diverse generation mix for future customer needs and continued economic contributions to local communities.
Dec 30, 2025 • Stock Titan
NEUTRAL
New nuclear option proposed to power growing communities in North Carolina
Duke Energy has submitted an early site permit application to the U.S. Nuclear Regulatory Commission for a potential small modular reactor development near Belews Creek Steam Station in Stokes County, North Carolina. This strategic move, while not a final decision to build, preserves optionality and aims to reduce licensing and construction risks for future advanced nuclear generation. If the project proceeds, Duke Energy plans to add 600 megawatts of advanced nuclear by 2037, with the first small modular reactor online in 2036.
Dec 30, 2025 • Investing.com Nigeria
NEUTRAL
Nucor EVP Batterbee sells $330k in common stock By Investing.com
Nucor Executive Vice President Thomas J. Batterbee sold 2,000 shares of common stock for $330,550 on December 23, 2025, reducing his direct ownership to 17,951.87 shares. This comes amidst Nucor's projected Q4 2025 earnings decline, an executive leadership change, and an increased quarterly dividend. BMO Capital also raised its price target for Nucor to $168 with an Outperform rating.
Dec 29, 2025 • MSN
NEUTRAL
Public hearings scheduled for proposed 133-mile transmission line in Kansas
This article announces that public hearings have been scheduled in Kansas regarding a proposed 133-mile transmission line. The project aims to improve energy infrastructure, and the hearings will allow community members to provide feedback and learn more about the proposal.