Duke Energy Corp

Vanguard revealed a 49.4 million-share stake in CenterPoint Energy, as the utility posts higher Q1 earnings and a steady dividend amid rising data center demand.

Trump's financial disclosure reveals Constellation Energy bond buys; CEG stock climbs 7.1% as AI power demand and nuclear uprates drive growth.

CenterPoint Energy shares closed at $42.33 as Nordea Investment Management increased its stake by 14.3%. The utility reaffirmed its 2026 adjusted EPS guidance of $1.89-$1.91 and $0.23 quarterly dividend.

Dominion Energy has restored service following a brief outage affecting approximately 1,000 customers in Norfolk, Virginia. The incident comes as the utility is executing a massive $64.7 billion capital spending program to expand grid capacity.

NRG Energy shares declined sharply after LS Power affiliates priced a large secondary stock offering at a discount. The company plans a concurrent $300 million share buyback from the sellers.

The utilities sector outperformed Friday, with the Utilities Select Sector SPDR Fund (XLU) climbing 2.8% to $46.50 as Treasury yields declined following mild inflation figures. Key earnings and regulatory approvals bolstered individual stocks.

The utilities sector posted modest gains last week, underperforming the broader market rally. Investors are focused on upcoming inflation and jobs reports, along with earnings from Duke Energy, which could influence bond yields and sector performance.