Topics covered: Yieldcos in Solar, Strong Regulated Utility Fundamentals, Reasonable Valuation in Water Utilities, Positive Sentiment on Utility Space, New England Power Supply, Marcellus Gas, Electric and Gas Utilities Trends, Continued Consolidation in Utilities
Companies covered: American Water Works (NYSE:AWK), Gas Natural Inc. (AMEX:EGAS), Aqua America, Inc. (NYSE:WTR), Wisconsin Energy Corporation (NYSE:WEC), UIL Holdings Corporation (NYSE:UIL), Integrys Energy Group (NYSE:TEG), Scana Corporation (NYSE:SCG), PEPCO Holdings, Inc. (NYSE:POM), Public Service Enterprise Group Incorporated (NYSE:PEG), NRG Energy, Inc. (NYSE:NRG), National Fuel Gas Company (NYSE:NFG), Macquarie Infrastructure Company LLC (NYSE:MIC), Laclede Group, Inc. (NYSE:LG), ITC Holdings Corp. (NYSE:ITC), Hawaiian Electric Industries, Inc. (NYSE:HE), FirstEnergy Corporation (NYSE:FE), Exelon Corporation (NYSE:EXC), Dynegy Inc. (NYSE:DYN), Dominion Energy, Inc. (NYSE:D), Calpine Corporation (NYSE:CPN), Cleco Corporation (NYSE:CNL), UNITIL Corporation (NYSE:UTL), SJW Corporation (NYSE:SJW), EnergySolutions, Inc, California Water Service Group Holding (NYSE:CWT), American States Water Company (NYSE:AWR), Clean Energy Fuels Corp. (NASDAQ:CLNE), Advanced Energy Industries, Inc. (NASDAQ:AEIS), Microsoft Corporation (NASDAQ:MSFT), EnerNOC, Inc. (NASDAQ:ENOC), Spire Corp., Ormat Technologies, Inc. (NYSE:ORA), AGL Resources, Inc. (NYSE:GAS)
