ETR
Utilities - Regulated Electric · Utilities
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
Constantine is recorded as Analyst at Wells Fargo. Constantine has spoken on 8 earnings calls across 8 companies, most recently for Entergy Corp on November 2, 2026. Those appearances were for Entergy Corp (ETR), Vistra Corp. (VST), Sempra (SRE), Talen Energy Corp (TLN), Southern California Gas Co (SOCGM) and 3 other companies. The companies whose calls Constantine spoke on are classified in the Utilities sector.
“Maybe starting off on the moving pieces with the new four-year CapEx plan looks like a modest step-up versus the prior plan. Does that fully account for the data center deals, including the transition into clean gen options that were mentioned before?”
“I just wanted to get your view on Texas, the data center audit, potential delays, batch zero.”
“Starting off in Texas, the obvious question around the data center pause, rhetoric or not, Do you see a threat of, you know, pushing for generation or even behind the meter solutions instead of transmission build?”
“I really appreciate all the great answers, and maybe we can just clean up a couple of housekeeping items and leftovers. But maybe just to help clarify on the site development plan, the four gigawatts, there's no change from kind of the prior three to four that you were looking at, right?”
“Maybe starting off on the progress at Encore with the 127 gigawatts of qualifying load, do you view the quality as comparable to the prior 39 kind of high confidence number?”
Wells Fargo
Analyst
Transcript header (unverified)
ETR
Utilities - Regulated Electric · Utilities
VST
Utilities - Independent Power Producers · Utilities
SRE
Utilities - Diversified · Utilities
Utilities - Independent Power Producers · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Independent Power Producers · Utilities