
Entergy and NiSource Could Be Winners as Utilities Spend $1 Trillion on AI. Dividend Investors Not So Much
Utilities are plowing growing profits into new power plants, and their soaring share prices mean that dividend yields are dropping.
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Utilities are plowing growing profits into new power plants, and their soaring share prices mean that dividend yields are dropping.

Ferguson Wellman Capital Management Inc. grew its position in shares of Entergy Corporation (NYSE: ETR) by 5.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,299,428 shares of the utilities provider's stock after acquiring an additional 64,037 shares

As the calendar turns to 2026, the leading Wall Street firms are releasing their top stock picks for the new year.

OAKVILLE, Ontario--(BUSINESS WIRE)--Algonquin Power & Utilities Corp. (TSX/NYSE: AQN) (“AQN”, “Algonquin” or the “Company”) today announced the appointment of Peter Norgeot as Chief Operating Officer (COO), effective immediately. Mr. Norgeot joins Algonquin after having recently retired as COO from Entergy Corporation (NYSE: ETR) (“Entergy”) and will be responsible for leading the Company's electric, gas, and water regulated utility operations, capital execution, and enterprise-wide operati.

NextEra Energy has partnered with Google and others to support growing data center power demand. Dominion Energy's utility in Virginia is investing heavily to support surging power demand by data centers.

Continuum Advisory LLC grew its stake in shares of Entergy Corporation (NYSE: ETR) by 236.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,422 shares of the utilities provider's stock after purchasing an additional 22,069 shares during the quarter. Continuum

Entergy ramps up grid hardening and nuclear bets, backing $41B capex and solar growth as shares beat industry gains over the past six months on renewables.

Entergy is upgraded to a 'buy' due to its robust growth outlook, resilient regulatory environment, and attractive risk/reward profile. ETR benefits from low customer bills, strong industrial demand, and data center-driven growth, supporting secure cap-ex recovery and favorable rate recapture. Management targets 8%+ EPS growth through 2029, with credible execution, limited dilution risk, and a 2.8% dividend yield following a 7% dividend increase.

Assenagon Asset Management S.A. boosted its holdings in Entergy Corporation (NYSE: ETR) by 1,270.0% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 49,622 shares of the utilities provider's stock after buying an additional 46,000 shares during the quarter. Assenagon Asset Management
Watch the Video Lee and I discussed one of the most overlooked realities of artificial intelligence. None of it works without electricity. For a while, there was a belief that data centers could simply generate their own power through wind or small localized grids. As Lee quickly pointed out, that idea does not scale. Wind... Utilities Repriced for the AI Era, Monopoly Power Meets Surging Data Center Demand.

"Next Generation Arkansas" is a customer-focused, employee-led initiative to provide power that does even more for Arkansas today and tomorrow LITTLE ROCK, Ark. , Dec. 19, 2025 /PRNewswire/ -- Entergy Arkansas yesterday announced Next Generation Arkansas, the company's comprehensive plan to provide electricity that does more for Arkansas by strengthening reliability, expanding energy supply, driving economic growth and keeping power affordable for all customers.

THE WOODLANDS, Texas , Dec. 18, 2025 /PRNewswire/ -- The Entergy Texas, Inc. board of directors has declared a quarterly dividend payment of $0.3359375 per share on its Series A Preferred Stock. The dividend is payable Jan. 15, 2026, to shareholders of record as of Jan. 2, 2026.

Hut 8 Corp. (HUT) stock rose after signing a 15-year lease with Fluidstack for IT capacity at its Louisiana data center.

/PRNewswire/ -- Hut 8 Corp. (Nasdaq: HUT) (TSX: HUT) ("Hut 8" or the "Company"), an energy infrastructure platform integrating power, digital infrastructure,

Cardinal Capital Management Inc. acquired a new stake in Entergy Corporation (NYSE: ETR) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 128,830 shares of the utilities provider's stock, valued at approximately $12,006,000. A number of other institutional investors have also

Balyasny Asset Management L.P. raised its stake in shares of Entergy Corporation (NYSE: ETR) by 17.8% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,219,105 shares of the utilities provider's stock after acquiring an additional 183,787 shares during

Ameriprise Financial Inc. boosted its stake in Entergy Corporation (NYSE: ETR) by 3.6% during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,652,982 shares of the utilities provider's stock after acquiring an additional 479,093 shares during the period. Ameriprise Financial Inc. owned

PUCT approves Cypress to Legend 500 kV transmission line, marking completion of all major project approvals for the year – to benefit all customers THE WOODLANDS, Texas , Dec. 12, 2025 /PRNewswire/ -- As Southeast Texas experiences rapid growth, Entergy Texas is investing in a stronger, more reliable power grid to support the region's expanding communities and economy. Through its long-term Southeast Texas Energy Plan, known as STEP Ahead, the company is advancing major projects that will enhance reliability, and strengthen the grid to ensure the region is prepared for future energy demands — all while keeping rates as low as possible.

Arrow Capital Pty Ltd purchased a new stake in Entergy Corporation (NYSE: ETR) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 82,427 shares of the utilities provider's stock, valued at approximately $6,851,000. Entergy accounts for approximately 5.1% of Arrow

California Public Employees Retirement System reduced its position in Entergy Corporation (NYSE: ETR) by 15.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,625,254 shares of the utilities provider's stock after selling 295,590 shares during the quarter. California Public Employees Retirement