Forget Utility Dividends. Kevin Warsh Just Made the 30-Year Treasury a Better Income Play

The bearish case on rate-sensitive regulated utilities at current levels is building, and NextEra Energy (NYSE:NEE | NEE Price Prediction) at $95.68 is the cleanest example of what Kevin Warsh's commitment to quantitative tightening will do to the group.

24/7 Wall Street • 10 hours ago

These 2 Utilities Stocks Could Beat Earnings: Why They Should Be on Your Radar

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Zacks Investment Research • May 4, 2026

6 April Raises With 1 High Yield Giving 20% And 1 Cut

The Rose Income Garden (RIG) portfolio, with 73 dividend-paying holdings, yields 6% and is up 8.21% YTD, outperforming SPY. I view KO, WPC, and XEL as quality income holdings but consider KO and WPC overvalued, maintaining them as holds, while XEL is a buy on dips. GPC and KMB are undervalued with attractive yields; I have added to both, expecting future capital gains and reliable dividends.

Seeking Alpha • May 3, 2026

Xcel Energy narrowly beats profit estimates on stronger electricity sales

U.S. utility Xcel Energy on Thursday narrowly beat adjusted profit estimates for the first quarter, as higher recovery of electric ​infrastructure investments and stronger sales helped offset warm weather and ‌higher financing costs.

Reuters • Apr 30, 2026

Xcel Energy Inc. (XEL) Q1 2026 Earnings Call Transcript

Xcel Energy Inc. (XEL) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 30, 2026

Xcel Energy First Quarter 2026 Earnings Report

MINNEAPOLIS--(BUSINESS WIRE)--Xcel Energy Inc. (NASDAQ: XEL) today reported 2026 first quarter GAAP earnings of $556 million, or $0.89 per share, compared with $483 million, or $0.84 per share in the same period in 2025 and ongoing earnings of $567 million, or $0.91 per share compared with $483 million or $0.84 per share in the same period in 2025. See Note 6 for reconciliation from GAAP to ongoing earnings. Despite the impact of unseasonably warm weather in the first quarter, ongoing earnings.

Business Wire • Apr 30, 2026

Xcel Energy (XEL) Matches Q1 Earnings Estimates

Xcel Energy (XEL) came out with quarterly earnings of $0.91 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.84 per share a year ago.

Zacks Investment Research • Apr 30, 2026

Here's What Key Metrics Tell Us About Xcel (XEL) Q1 Earnings

Although the revenue and EPS for Xcel (XEL) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Apr 30, 2026

Xcel Energy Q1 Earnings Match Estimates, Revenues Miss, Both Up Y/Y

XEL's Q1 operating EPS matches estimates, but revenues miss and 2026 EPS guidance stays.

Zacks Investment Research • Apr 30, 2026

U.S. Electric Utilities Step Up Spending To Power Energy Boom

US electric and gas utilities are preparing for a sharp acceleration in capital spending in 2026, as surging electricity demand, led by data centers and steady growth across residential, commercial and industrial users, forces a rethink of grid capacity and resilience. The investment surge spans some of the largest US operators, including Constellation Energy Corp., Duke Energy Corp., Southern Co., NextEra Energy Inc. and American Electric Power Co. Inc., alongside peers such as Edison International and Xcel Energy Inc. Larger-scale programs remain concentrated among the sector's biggest players.

Seeking Alpha • Apr 30, 2026