2022 ChatGPT power inflection
IndustryLong
2022 ChatGPT triggered AI power demand
Source: Fool
AI data center growth play
VistraLong
Vistra AI data center growth thesis
Source: Globe
AI data center power demand
IndustryLong
AI data center power demand surge thesis
Source: Globe
AWR 2.5% yield
WaterIncome
American States Water 2.5% yield
Source: Fool
AWR 7% target dividend growth
WaterIncome
AWR 7% target annualized growth
Source: Fool
AWR 71-yr dividend streak
WaterIncome
AWR 71 consecutive yrs dividend growth
Source: Fool
Ameren AEE Missouri Illinois
RegulatedIncome
Ameren AEE Missouri/Illinois
Source: encyclopedia
American Electric AEP grid
SectorLong
American Electric AEP grid 11 states
Source: encyclopedia
American Electric Power AEP
RegulatedIncome
AEP largest T&D US
Source: encyclopedia
American States Water AWR
WaterIncome
American States Water AWR Dividend King
Source: Fool
American Water Works AWK
WaterIncome
American Water Works AWK largest
Source: encyclopedia
American Water Works AWK
WaterLong
American Water Works AWK largest US water
Source: encyclopedia
Atmos Energy ATO gas
Pipeline UtilIncome
Atmos Energy ATO gas distribution
Source: encyclopedia
Brookfield Renewable BEPC
RenewablesLong
Brookfield Renewable Partners BEPC global
Source: encyclopedia
CMS Energy CMS Michigan
RegulatedIncome
CMS Energy CMS Michigan
Source: encyclopedia
California Water CWT
WaterMulti
California Water Service CWT
Source: encyclopedia
California Water Service CWT
WaterIncome
California Water Service CWT
Source: encyclopedia
Calpine acquired natural gas
ConstellationMulti
Constellation acquired Calpine 2025 nat gas
Source: encyclopedia
CenterPoint CNP Texas
RegulatedIncome
CenterPoint Energy CNP Texas
Source: encyclopedia
Constellation Energy CEG
ConstellationLong
Constellation Energy CEG nuclear-heavy
Source: Fool
Constellation Energy CEG nuclear
SectorLong
Constellation Energy CEG nuclear independent
Source: encyclopedia
DTE Energy DTE Michigan
RegulatedIncome
DTE Energy DTE Michigan
Source: encyclopedia
DTE Energy DTE Michigan
SectorMulti
DTE Energy DTE Michigan + IL utilities
Source: encyclopedia
Dominion Energy D
RegulatedIncome
Dominion Energy D mid-Atlantic
Source: encyclopedia
Dominion Energy D Virginia
SectorMulti
Dominion Energy D Virginia data center demand
Source: encyclopedia
Down 28% from 52W high
ConstellationShort
CEG down 28% from 52W high April 2026
Source: Fool
Duke Energy DUK
RegulatedIncome
Duke Energy DUK regulated SE
Source: encyclopedia
Duke Energy DUK Carolinas
SectorLong
Duke Energy DUK Carolinas + Florida regulated
Source: encyclopedia
EQT Corp natgas pipeline
OtherMulti
EQT Corp natural gas pipeline
Source: encyclopedia
Edison International EIX SCE
SectorMulti
Edison International EIX SCE California utility
Source: encyclopedia
Edison International EIX SoCal
RegulatedIncome
Edison International EIX SoCal
Source: encyclopedia
Enel Italian renewables
RenewablesMulti
Enel Italian utility renewables global
Source: encyclopedia
Energy Harbor acquired nuclear
VistraMulti
Vistra acquired Energy Harbor nuclear 2024
Source: encyclopedia
Entergy ETR Louisiana
RegulatedIncome
Entergy ETR Louisiana/Arkansas
Source: encyclopedia
Essential Utilities WTRG
WaterIncome
Essential Utilities WTRG water
Source: encyclopedia
Essential Utilities WTRG
WaterMulti
Essential Utilities WTRG (formerly Aqua America)
Source: encyclopedia
Evergy EVRG Kansas Missouri
RegulatedIncome
Evergy EVRG Kansas/Missouri
Source: encyclopedia
Eversource ES NE
RegulatedIncome
Eversource Energy ES New England
Source: encyclopedia
Eversource ES NE
SectorMulti
Eversource ES New England utility
Source: encyclopedia
Exelon EXC nuclear
SectorMulti
Exelon EXC nuclear largest US Constellation spin
Source: encyclopedia
Exelon EXC pure-play T&D
RegulatedIncome
Exelon EXC pure-play T&D delivery
Source: Globe
FUTY Fidelity Utilities
ETFsLong
Fidelity FUTY Utilities
Source: encyclopedia
FirstEnergy FE
RegulatedIncome
FirstEnergy FE Ohio/PA
Source: encyclopedia
Florida Power & Light reg
NextEraLong
FPL Florida regulated subsidiary
Source: Fool
Golden State Water subsidiary
WaterIncome
Golden State Water Co AWR subsidiary
Source: Fool
Grid strain investment cycle
IndustryLong
Grid strain capex super-cycle
Source: Globe
Hyperscaler PPAs
NextEraLong
NEE hyperscaler PPA agreements
Source: encyclopedia
IDU iShares US Utilities
SectorMulti
IDU iShares US Utilities ETF
Source: encyclopedia
Iberdrola Spanish utility
RenewablesLong
Iberdrola IBE Spanish renewables + Avangrid
Source: encyclopedia
JXI iShares Global Utilities
SectorMulti
JXI iShares Global Utilities ETF
Source: encyclopedia
Largest US nuclear fleet
ConstellationLong
Constellation largest US nuclear fleet
Source: Fool
Microsoft 20-yr nuclear PPA
ConstellationLong
Microsoft 20-yr nuclear PPA Sept 2024
Source: encyclopedia
Middlesex Water MSEX
WaterIncome
Middlesex Water MSEX
Source: encyclopedia
NRG Energy NRG retail
RegulatedMulti
NRG Energy NRG retail electric
Source: encyclopedia
National Grid UK transmission
UKLong
National Grid UK transmission regulated monopoly
Source: IG
NextEra Energy NEE largest
NextEraLong
NextEra NEE largest US utility
Source: Fool
NextEra Energy NEE largest
SectorLong
NextEra Energy NEE largest US renewable + Florida
Source: Gotrade
NextEra Energy Resources
NextEraLong
NextEra Energy Resources renewables
Source: Fool
Nuclear renaissance theme
IndustryLong
Nuclear renaissance theme 2025-26
Source: encyclopedia
PG&E Corp PCG California
RegulatedMulti
PG&E PCG California post-bankruptcy
Source: encyclopedia
PG&E PCG California
SectorMulti
PG&E PCG California utility post-bankruptcy
Source: encyclopedia
Pinnacle West PNW Arizona
RegulatedIncome
Pinnacle West PNW Arizona
Source: encyclopedia
Power prices structurally up
IndustryLong
Power prices structurally elevated 2026+
Source: Globe
Public Service PEG
SectorMulti
Public Service Enterprise PEG NJ utility
Source: encyclopedia
Public Service PEG NJ
RegulatedIncome
Public Service Enterprise PEG NJ
Source: encyclopedia
RSPU Equal Weight Utilities
ETFsLong
Invesco RSPU Equal Weight Util
Source: encyclopedia
Regulated vs merchant gap
IndustryMulti
Regulated vs merchant utility divergence
Source: Fool
Renewables + nat gas pivot
NextEraLong
NEE renewable + nat gas pivot
Source: Fool
SJW Group SJW
WaterIncome
SJW Group SJW water utility
Source: encyclopedia
SSE Scottish Southern
UKMulti
SSE Scottish Southern Electric UK
Source: encyclopedia
Sempra SRE California Texas
RegulatedMulti
Sempra SRE CA + TX + LNG
Source: encyclopedia
Sempra SRE Texas + California
SectorMulti
Sempra SRE Texas + California + LNG
Source: encyclopedia
Southern Company SO
RegulatedIncome
Southern Co SO Vogtle nuclear
Source: encyclopedia
Southern Company SO regulated
SectorLong
Southern Company SO Georgia Power + nuclear
Source: Gotrade
Spire SR gas
Pipeline UtilIncome
Spire SR gas distribution
Source: encyclopedia
Three Mile Island restart
ConstellationLong
Three Mile Island restart Microsoft PPA
Source: encyclopedia
VPU Vanguard Utilities
ETFsLong
Vanguard VPU Utilities
Source: encyclopedia
VPU Vanguard Utilities
SectorLong
VPU Vanguard Utilities ETF
Source: encyclopedia
Vistra Energy VST AI nuclear
SectorLong
Vistra Energy VST AI data center nuclear deal
Source: encyclopedia
Vistra VST merchant power
VistraLong
Vistra VST Texas merchant power
Source: Globe
WEC Energy Group
SectorMulti
WEC Energy WEC Wisconsin + Minnesota
Source: encyclopedia
WEC Energy WEC midwest
RegulatedIncome
WEC Energy WEC Wisconsin
Source: encyclopedia
XLU Utilities Sector
ETFsLong
SPDR XLU Utilities sector ETF
Source: encyclopedia
XLU Utilities Select Sector
SectorLong
XLU Utilities Select Sector SPDR 0.13%
Source: Gotrade
Xcel Energy XEL midwest
RegulatedIncome
Xcel Energy XEL Midwest
Source: encyclopedia
~20% earnings growth forecast
ConstellationLong
Constellation ~20% annualized earnings growth
Source: Fool
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.