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The Wells Fargo Daily Transmission: DUK, UGI, NWN, SPP, IN/Data Centers, PPL, EXC, POR, ED, SWX

Published: 2026-05-12Institution: Wells Fargo Securities, LLCPages: 25Original language: 英语Evidence page: 1

Research evidence excerpt

The Wells Fargo Daily Transmission: DUK, UGI, NWN, SPP, IN/Data Centers, PPL, EXC, POR, ED, SWX

Equity Research

Industry Update — May 12, 2026

Utilities and Power

The Wells Fargo Daily Transmission: DUK,

UGI, NWN, SPP, IN/Data Centers, PPL, EXC,

POR, ED, SWX

Today's News Flow: Shahriar (Shar) Pourreza, CFA

For our LDC Launch, Please See: Launching on Gas LDCs and Further Rounding Out Equity Analyst | Wells Fargo Securities, LLC

Electric Utility/IPPCoverage; It’s Not All About the Electrics! Shahriar.Pourreza@wellsfargo.com | 212-214-5422

Constantine Lednev

DUK – Applies for federal loans to help strengthen power grid in the Carolinas Equity Analyst | Wells Fargo Securities, LLC

UGI – AmeriGas prices $500M of 6.875% senior notes due 2031; proceeds to refinance Constantine.Lednev@wellsfargo.com | 212-214-5438

Alexander Calvertnear-term maturities

Associate Equity Analyst | Wells Fargo Securities, LLC

NWN – S&P assigns ‘A-’ issuer credit rating to NW Natural Water Co.; outlook stable Alexander.J.Calvert@wellsfargo.com | 212-214-5434

Whitney Mutalemwa

SPP – Summer reliability outlook remains constructive despite hotter, drier forecast Associate Equity Analyst | Wells Fargo Securities, LLC

IN/Data Centers – Public-interest groups urge local moratoriums on new data centers Whitney.Mutalemwa@wellsfargo.com | 212-214-6428

Anders Myhre

PPL- Moody’s affirms PPL’s credit ratings puts parent and RI opco on negative outlook Associate Equity Analyst | Wells Fargo Securities, LLC

Anders.S.Myhre@wellsfargo.com | 212-214-6409

EXC/DC – DCPSC Sets Evidentiary Hearing in Pepco Multi-Year Rate Case After Court Andrew Kadavy

Remand Associate Equity Analyst | Wells Fargo Securities, LLC

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