The Wells Fargo Daily Transmission:FERC, PEG/NJR/NJ, PUCT/ERCOT, OGE, AVA, WI/WEC/DCs, CNP, DTE, KY/DCs, FE/OH

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The Wells Fargo Daily Transmission:FERC, PEG/NJR/NJ, PUCT/ERCOT, OGE, AVA, WI/WEC/DCs, CNP, DTE, KY/DCs, FE/OH

Equity Research

Industry Update — June 15, 2026

Utilities and Power

The Wells Fargo Daily Transmission:FERC,

PEG/NJR/NJ, PUCT/ERCOT, OGE, AVA, WI/

WEC/DCs, CNP, DTE, KY/DCs, FE/OH

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 AVA, FE, OGE as we find them the most

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

FERC – MD OPC files complaint on PJM transmission cost allocation FERC. Constantine Lednev

Equity Analyst | Wells Fargo Securities, LLC

PEG/NJR/NJ – NJ BPU files data requests for utility operations models in the NJ EO1 Constantine.Lednev@wellsfargo.com | 212-214-5438

utility model review docket Alexander Calvert

PUCT/ERCOT – PUCT will consider ERCOT planning rules and batch zero at June 18 Associate Equity Analyst | Wells Fargo Securities, LLC Alexander.J.Calvert@wellsfargo.com | 212-214-5434

meeting

Whitney Mutalemwa

OGE – OCC sets Sept. 9 hearing in Google ESA, capacity-purchase case; PSO Associate Equity Analyst | Wells Fargo Securities, LLC

intervention allowed with limits Whitney.Mutalemwa@wellsfargo.com | 212-214-6428

Anders Myhre

AVA – Avista pauses 500MW data-center service request amid community, policy Associate Equity Analyst | Wells Fargo Securities, LLC

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

Andrew KadavyOGE/AR – OG&E argues BESS qualifies as “generation,” setting up legal split with Associate Equity Analyst | Wells Fargo Securities, LLC

Staff/AG on approval and GAJA recovery Andrew.Kadavy@wellsfargo.com | 212-214-5485