Energy Transfer, Enbridge, Duke Energy, and NextEra Energy are all positioned to meet increasing power demands and pay shareholders respectable dividends in the process.

PPL to report first-quarter earnings on May 8, data-center demand and grid upgrades may lift results, but premium valuation adds caution.

NI matches Q1 EPS estimates as revenues rise 9%. The company has lifted its long-term EPS growth outlook and mapped $28.6B in 2026-30 capex.

For most of its life, the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) was the financial equivalent of a thermostat. You set it, you forgot it, and it quietly produced a check every quarter while the rest of your portfolio did the interesting work. Then artificial intelligence showed up and started plugging in server farms the ... This Boring Utility ETF Just Became a Stealth AI Play, and It’s Up 20%

NextEra Energy (NYSE:NEE) is advancing plans for 9.5 GW of new natural gas generation aimed at meeting rising U.S. power needs from data centers. The company is in advanced talks on major gas projects and tailored grid solutions for data center operators. NextEra is pursuing Japan-backed gas-fired plants designed to supply U.S. data centers, adding a new layer to its focus on large tech clients. NextEra Energy, known for its large renewable portfolio and regulated utility operations, is now...

Morningstar’s Investing Insights podcast recently spotlighted four S&P 500 stocks that have already declared dividend increases of 10% or more, effectively locking in their place on next year’s Dividend Growers screen, which requires companies to grow dividends at least 10% annually. The host’s framing was simple: “Dividends are paid out from earnings. So companies that ... These 4 Dividend Growers Have Already Declared 10% Dividend Increases

NextEra Energy, Inc. (NYSE:NEE) is one of the utility stocks riding the 2026 “Reliability Shock.” The latest relevant development came on April 23, 2026, when Reuters reported that NextEra Energy, Inc. (NYSE:NEE) expects to finalize agreements within about three months for two Japan-backed natural gas-fired power projects in the U.S. that would serve data centers. […]

Market crashes are a time when Wall Street is filled with fear, which is a great time for level-headed investors to buy well-run companies.

Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.

On a recent Prof G Markets segment, data center veteran John Perella described a near-miss in Virginia that should focus every infrastructure investor’s attention. “9 data centers went offline or they went to backup power. And when the grid came back up, the grid was expecting the data centers to be there and they weren’t.” ... Data Center Expert Warns Gigawatt-Scale AI Buildouts Could Trigger Rolling Blackouts