DTE
Utilities - Regulated Electric · Utilities
Analyst
Wolfe Research
Equibles does not estimate personal net worth.
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.
“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?”
“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.”
“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?”
“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.”
“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…”
Wolfe Research
Analyst
Source not stated
DTE
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
CMS
Utilities - Regulated Electric · Utilities
CMS-PB
Utilities - Regulated Electric · Utilities
Utilities - Independent Power Producers · Utilities
Utilities - Regulated Electric · Utilities
NRG
Utilities - Independent Power Producers · Utilities
Specialty Industrial Machinery · Industrials
EVRG
Utilities - Regulated Electric · Utilities
EROC
Specialty Industrial Machinery · Industrials
VST
Utilities - Independent Power Producers · Utilities
Oil & Gas Equipment & Services · Energy