Utilities - Regulated Electric · Utilities
Steve Fleishman
Analyst
Wolfe Research
Equibles does not estimate personal net worth.
About Steve Fleishman
Steve Fleishman is recorded as Analyst at Wolfe Research. Steve Fleishman has spoken on 9 earnings calls and 1 other investor event across 9 companies, most recently for Firstenergy Corp on July 29, 2026. Those appearances were for Nextera Energy Inc (NEE), Firstenergy Corp (FE), Entergy Corp (ETR), Centerpoint Energy Inc (CNP), Constellation Energy Corp (CEG) and 4 other companies. The companies whose calls Steve Fleishman spoke on are classified in the Utilities sector.
Steve Fleishman on recent calls
“Okay, and then one follow-up on funding the plan, both the current one and the upside one. Could you maybe just talk to where you are on equity for the current plan and how to think about funding upside CapEx?”
“First, on the S-4 filing, you know, obviously, as always, they have in there some, you know, an internal forecast for the company. And based on share count they use, it looked like it might imply earnings growth for the standalone company, you know, 9% or better.”
“And then just the $14 billion that you added to CapEx, is that before Kayak or after Kayak? Because we don't have rate base to kind of match up to from you.”
“Just wanted to go to the commentary on Indiana, and it sounds like things are maybe getting closer there. Could you talk to – I think you've talked in the past about the potential to turn your CT into a CCGT, and I don't know if there's other investments if you were to land this customer.”
“So, subsequent to your Investor Day, I think Google announced the acquisition of Intersect, the renewable developer. So, I'm curious, kind of, how does that fit in with how you're thinking about your partnership with Google?”
Affiliation history
-
Wolfe Research
Analyst
Transcript header (unverified)
Current
Company network
Utilities - Regulated Electric · Utilities
ETR
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Independent Power Producers · Utilities
Utilities - Regulated Water · Utilities
DUK
Utilities - Regulated Electric · Utilities
PCG
Utilities - Regulated Electric · Utilities
Utilities - Regulated Gas · Utilities