Utilities & power
36 large-cap companies along a 4-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: rate base, load growth, PPAs, allowed ROE, capex plan, datacenter demand.
The value chain
1
Generation
- GE Vernova
- NRG Energy
- Generac
- AES
2
Transmission
- No covered company at this stage
3
Distribution
- NextEra Energy
- Iberdrola
- Southern
- Constellation Energy
- Enel
- Duke Energy
4
Retail & trading
- No covered company at this stage
Largest covered companies
| GE Vernova | GEV | Generation |
| NextEra Energy | NEE | Distribution |
| Iberdrola | IBDRY | Distribution |
| Southern | SO | Distribution |
| Constellation Energy | CEG | Distribution |
| Enel | ENLAY | Distribution |
| Duke Energy | DUK | Distribution |
| National Grid | NGG | Distribution |
| American Electric Power | AEP | Distribution |
| Dominion Energy | D | Distribution |
| Sempra | SRE | Distribution |
| Vistra | VST | Distribution |
What rejo does for utilities & power investors
- A desk, brief and idea engine scoped to utilities & power and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: rate base, load growth, PPAs, allowed ROE.