Daily BriefsUtilities Sector

Daily Brief Utilities: Cms Energy Corp, Southern Co/The and more

In today’s briefing:

  • CMS Energy’s Renewable Revolution: 8GW of Solar & 2.8GW of Wind by 2035!
  • Southern Co: Expanding Capital Investment in Response to Rising Energy Demand…


CMS Energy’s Renewable Revolution: 8GW of Solar & 2.8GW of Wind by 2035!

By Baptista Research

  • CMS Energy has showcased a strong operational, regulatory, and financial performance in its third quarter for 2025, marking it as a period of noteworthy achievements and strategic progress.
  • From a regulatory perspective, the company secured favorable outcomes that augment its long-term plans, such as the approval of a Renewable Energy Plan which includes 8 gigawatts of solar and 2.8 gigawatts of wind projects through 2035.
  • This aligns well with Michigan’s clean energy regulations and positions CMS Energy favorably within a progressive regulatory environment.

Southern Co: Expanding Capital Investment in Response to Rising Energy Demand…

By Baptista Research

  • The Southern Company recently reported strong financial results for the third quarter of 2025, indicating a robust performance from its state-regulated electric and gas utilities.
  • The company achieved an adjusted earnings per share (EPS) of $1.60, which surpassed prior estimates by $0.10 and reflected a year-over-year increase of $0.17.
  • This positive performance was driven by strategic investments in regulated utilities, vigorous customer growth, and increased usage, despite being partially offset by milder weather, higher depreciation and amortization, and elevated interest costs.

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