AEE
Utilities - Regulated Electric · Utilities
Analyst
Goldman Sachs
Equibles does not estimate personal net worth.
Carly S. Davenport is recorded as Analyst at Goldman Sachs. Carly S. Davenport has spoken on 74 earnings calls across 22 companies, most recently for Vistra Corp. on August 7, 2026. Those appearances were for Ameren Corp (AEE), Xcel Energy Inc (XEL), Public Service Enterprise Group Inc (PEG), Duke Energy CORP (DUK), Firstenergy Corp (FE) and 17 other companies. The companies whose calls Carly S. Davenport spoke on are classified in the Utilities sector.
“Maybe just one on capital allocation, just as you think about that $2 to $2.5 billion of cash available for allocation, can you talk about your kind of general willingness to lean in on the buyback if the market gives you opportunities, and if that's something that you would potentially go back to the board on in…”
“I just had one follow-up on some of the commentary earlier on the call on California.”
“Maybe to start, you know, there's been a lot of news flow out of PJM over the last couple of weeks here. Just maybe you can give us your thoughts on anything that stood out to you in PJM's first filing last week on the RBP framework.”
“Just two questions on the power side from me. One, could you provide any updates in terms of hedging activity beyond 2026, so where you are in 2027 or 2028 at this point?”
“To start, maybe just a quick follow-up on Nick's question there. As you think about the uprate opportunities, are you able to share how much of the two gigawatts is kind of economic at the $555 per megawatt day cap, just to sort of size the opportunity on the central procurement side?”
Goldman Sachs
Analyst
Source not stated
AEE
Utilities - Regulated Electric · Utilities
XEL
Utilities - Regulated Electric · Utilities
DUK
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
PCG
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
SO
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
SRE
Utilities - Diversified · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
NRG
Utilities - Independent Power Producers · Utilities
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
VST
Utilities - Independent Power Producers · Utilities
Utilities - Independent Power Producers · Utilities
NSARO
Utilities - Regulated Electric · Utilities
Utilities - Regulated Electric · Utilities
EXC
Utilities - Regulated Electric · Utilities