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Sector coverage
11 full analyses · 74.1/100 average rating. Rankings are research opinions, not recommendations.
Constellation Energy is the largest producer of carbon free electricity in the US, operating a large nuclear power fleet that is increasingly valuable amid rising data center electricity demand.
Vistra Corp. operates a diversified power generation fleet including nuclear, natural gas, and renewable assets, benefiting significantly from rising electricity demand tied to data centers.
NextEra Energy combines a regulated Florida utility with the largest renewable energy generation portfolio in the country, giving it both stability and growth.
Dominion Energy is a large regulated electric and gas utility serving Virginia and other states, benefiting from significant data center electricity demand growth in its core Virginia market.
Southern Company is a large regulated electric and gas utility serving the southeastern United States, benefiting from rising electricity demand tied to data centers.
Sempra operates regulated utilities in California and Texas alongside a growing LNG export infrastructure business, providing a mix of stable utility returns and energy infrastructure growth.
American Electric Power is one of the largest regulated electric utilities in the US, serving customers across multiple midwestern and southern states with growing data center demand.
Entergy is a regulated electric utility serving the southern United States, benefiting from rising industrial and data center electricity demand in its service territories.
Xcel Energy is a regulated electric and gas utility serving multiple midwestern and western states, with a long track record of renewable energy investment.
Duke Energy is a large regulated electric and gas utility serving the Carolinas, Florida, and midwestern states, investing heavily in grid modernization and clean energy infrastructure.
Exelon operates regulated electric and gas utilities across multiple states following the separation of its power generation business, focusing purely on utility infrastructure investment.
