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Michael Sullivan

Analyst

Wolfe Research

Equibles does not estimate personal net worth.

About Michael Sullivan

Michael Sullivan is recorded as Analyst at Wolfe Research. Michael Sullivan has spoken on 43 earnings calls and 4 other investor events across 12 companies, most recently for X-Energy, Inc. on August 13, 2026. Those appearances were for Dte Energy Co (DTE), Wec Energy Group, Inc. (WEC), Cms Energy Corp (CMS), Consumers Energy Co (CMS-PB), Talen Energy Corp (TLN) and 7 other companies. The companies whose calls Michael Sullivan spoke on are classified in the Utilities, Industrials and Energy sectors.

Michael Sullivan on recent calls

“And just at the federal level, you had the ARDP update. I think the DOE recently announced some potential loans for utilities on the AP1000 side. Anything you see coming down the pike on the SMR side for your technology in terms of additional DOE funding outside of the ARDP that you already have?”
Analyst — Wolfe Research, X-Energy, Inc. Q2 FY2026 Earnings Call ·
“I wanted to just ask a little more on the backlog and potential pipeline in terms of size of projects. You know, this Antarctic one you just announced is, I think, your largest.”
Analyst — Wolfe Research, Second Quarter 2026 Conference Call ·
“Want to ask a little more on the Helix platform and just how you see that playing out? You know, had a big announcement. You put some money into it this year. How does that materialize through time?”
Analyst — Wolfe Research, Vistra Corp. Q2 2026 Results Call ·
“I wanted to just ask on thoughts around financing, potential future growth. You know, we've obviously seen what Williams has done recently with a partner in Blackstone and just your appetite for something like that and what could potentially catalyze it.”
Analyst — Wolfe Research, Q2 2026 Earnings Conference Call August 06, 2026 Click Here For Webcast » ·
“And then lastly, just on the future of the PJM capacity auction, And maybe just first when you think we'll have clarity on the structure there post, you know, the cap rolling off, and then also how to think about the IRS provision of pulling out a new load that isn't matched with new gen and the implications there for…”
Analyst — Wolfe Research, Talen Energy Corporation Q2 2026 Earnings Call ·

Affiliation history

  • Wolfe Research

    Analyst

    Source not stated

    Current

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Recent activity

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