The Wells Fargo Daily Transmission: ETR, CMS, FERC/SPP, CNP, POR, WY/DCs, DUK, PJM/CIFP, NYISO, EIX

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The Wells Fargo Daily Transmission: ETR, CMS, FERC/SPP, CNP, POR, WY/DCs, DUK, PJM/CIFP, NYISO, EIX

Equity Research

Industry Update — June 9, 2026

Utilities and Power

The Wells Fargo Daily Transmission: ETR,

CMS, FERC/SPP, CNP, POR, WY/DCs, DUK,

PJM/CIFP, NYISO, EIX

Here is what we are highlighting in today's key news items from the Wells Utility/

Shahriar (Shar) Pourreza, CFAPower Team... We would point investors to CMS, EIX, and AQN as we find them the

most pertinent from a stock perspective: Equity Analyst | Wells Fargo Securities, LLC Shahriar.Pourreza@wellsfargo.com | 212-214-5422

ETR – Entergy provides slides ahead of Analyst Day; solid print on 2030 EPS, upside to Constantine Lednev

fundamentals not in plan post 2030 incl. unallocated 10 CCGTs Equity Analyst | Wells Fargo Securities, LLC

Constantine.Lednev@wellsfargo.com | 212-214-5438

CMS - No Decision After Lowell Township Hearing on Microsoft Proposal Alexander Calvert

EIX – New Evidence Points to Idle Transmission Line as Eaton Fire Ignition Source Associate Equity Analyst | Wells Fargo Securities, LLC Alexander.J.Calvert@wellsfargo.com | 212-214-5434

AQN/MO – Staff finds failures in Empire MO customer service metrics, recommends Whitney Mutalemwa

suspended tariff not be allowed to take effect Associate Equity Analyst | Wells Fargo Securities, LLC

Whitney.Mutalemwa@wellsfargo.com | 212-214-6428

FERC/SPP- SPP receives FERC approval of its non-firm large load transmission service Anders Myhre

CNP – TOYO plans 1.5GW solar-cell facility in Houston metro Associate Equity Analyst | Wells Fargo Securities, LLC Anders.S.Myhre@wellsfargo.com | 212-214-6409

POR – Staff recommends suspending PGE large-load compliance tariffs Andrew Kadavy

Associate Equity Analyst | Wells Fargo Securities, LLC