Utilities
ALE ALLETE Inc
LNT Alliant Energy Corporation
AEE Ameren Corporation
AEP American Electric Power Company
AES The AES Corporation
AWK American Water Works Co., Inc.
AVA Avista Corporation
BKH Black Hills Corporation
BEP US Brookfield Renewable Partners LP
CNP CenterPoint Energy, Inc.
CMS CMS Energy Corporation
ED Consolidated Edison, Inc.
CEG Constellation Energy, Inc.
D Dominion Energy, Inc.
DTE DTE Energy Company
DUK Duke Energy
EIX Edison International
ETR Entergy Corporation
EVRG Evergy Inc.
ES Eversource Energy
EXC Exelon Corporation
FE FirstEnergy Corp.
IDA IDACORP, Inc.
NEE NextEra Energy, Inc.
NWE NorthWestern Corporation
OGE OGE Energy Corp.
PCG PG&E Corporation
PEG Public Service Enterprise Group Incorporated
PNW Pinnacle West Capital Corporation
POR Portland General Electric Company
PPL PPL Corporation
SO Sourthern Co.
SRE Sempra
TXNM TXNM Energy
WEC WEC Energy Group
XEL Xcel Energy Inc
XIFR XPLR Infrastructure LP
Differentiated Product
Mizuho’s Utilities Team is known for extensive regulatory relationships, strong corporate access, and its breadth (36 stocks) of industry coverage (regulated electric, gas, water, and IPPs). The group continually produces actionable thematic research on California’s wildfire fund, a comparison of each utilities O&M spending per kWh, the impact inflation has had on customer utility bills, and in dept regulatory coverage of Pennsylvania. The team also works closely with our regulated 3-person Gas Utilities team and 3-person Renewables and Clean Energy team.
Key Reports
Notable Events
Our annual SMID cap utilities conference is the only one of its type in the utility space that showcases the best SMID cap utilities in NYC. At industry conferences such as EEI and AGA we provide investors access to over 20 electric and gas utilities (in conjunction with the Gas Utilities team). The Utilities Team provides corporate access events for many of the leading management teams in the sector such as Con Edison, Exelon, DTE Energy, PG&E, Southern Company, Public Service Enterprise Group, and Sempra.
Analyst Bio
Anthony joined Mizuho in January 2019 as a senior analyst based in New York, covering the utilities sector. Prior to Mizuho, Anthony worked at KeyBanc and Jefferies & Company. He has been recognized as Starmine’s #1 ranked earnings estimator in the electric utility sector and designated a Rising Star by The Wall Street Journal. He spent approximately 17 years as a sell-side utility analyst and has industry experience as an engineer with Consolidated Edison. Anthony holds a Bachelor’s degree in engineering from CUNY-College of Staten Island, a Master of Engineering degree from CUNY-City College and an MBA from the NYU Stern School of Business.