Geopolitics Alpha

Fortis earnings ahead: Utility unveils five-year capital plan

Published . Updated .

Key takeaways

  • Exposed: XLU, NEE, DUK, SO, WM
  • Market reaction: NEE +0.2% by the next session (still updating); XLU −0.1% by the next session (still updating); WM +0.8% by the next session (still updating)

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GEOPOLITICS ALPHAFortis earnings ahead: Utilityunveils five-year capital planFTSGEOPOLITICS ALPHA

This report is about power and utilities.

Directly affected

  • FTS Fortis+0.5% 9d

    Named in this report.

Indirectly affected

  • XLU Utilities Select Sector SPDR+3.0% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.

  • NEE NextEra Energy+4.9% 30d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.

  • DUK Duke Energy+7.5% 30d

    Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.

  • SO The Southern+10.1% 30d

    The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.

  • WM Waste Management+9.4% 13d

    Waste Management (refuse systems): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
FTS-1.95%-2.32%base+1.03%+1.67%after closeafter close
XLU-2.04%-2.19%base+0.53%-0.09%after closeafter close
NEE-2.07%-3.22%base+1.53%+0.18%after closeafter close
DUK-2.32%-2.98%base+0.75%-0.61%after closeafter close
SO-1.22%-2.27%base+0.99%+0.01%after closeafter close
WM+3.27%-3.53%base+1.81%+0.78%after closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Fortis earnings ahead: Utility unveils five-year capital plan Investing.com

Source: Investing.com

Price since this story was published: Select Sector Spdr Tr (XLU)

CompanyWhenMoveStatus
Duke Energy (DUK)that day+0.75%final price
Duke Energy (DUK)the next day-0.61%still updating
Duke Energy (DUK)three days earlier-2.98%final price
Duke Energy (DUK)five days earlier-2.32%final price
FTSthat day+1.03%final price
FTSthe next day+1.67%still updating
FTSthree days earlier-2.32%final price
FTSfive days earlier-1.95%final price
Nextera Energy (NEE)that day+1.53%final price
Nextera Energy (NEE)the next day+0.18%still updating
Nextera Energy (NEE)three days earlier-3.22%final price
Nextera Energy (NEE)five days earlier-2.07%final price
Southern (SO)that day+0.99%final price
Southern (SO)the next day+0.01%still updating
Southern (SO)three days earlier-2.27%final price
Southern (SO)five days earlier-1.22%final price
Waste Management (WM)that day+1.81%final price
Waste Management (WM)the next day+0.78%still updating
Waste Management (WM)three days earlier-3.53%final price
Waste Management (WM)five days earlier+3.27%final price
Select Sector Spdr Tr (XLU)that day+0.53%final price
Select Sector Spdr Tr (XLU)the next day-0.09%still updating
Select Sector Spdr Tr (XLU)three days earlier-2.19%final price
Select Sector Spdr Tr (XLU)five days earlier-2.04%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLU)

Companies mentioned with this story

  • XLU Select Sector Spdr Tr

    In “Fortis earnings ahead: Utility unveils five-year capital plan,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story

  • NEE Nextera Energy

    For “Fortis earnings ahead: Utility unveils five-year capital plan,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story

  • DUK Duke Energy

    Duke Energy (DUK) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Fortis earnings ahead: Utility unveils five-year capital plan.” Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story

  • SO Southern

    Southern (SO) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Fortis earnings ahead: Utility unveils five-year capital plan.” Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story

  • WM Waste Management

    Waste Management (WM) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Fortis earnings ahead: Utility unveils five-year capital plan.” Reason on file: Waste Management (refuse systems): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story

Select Sector Spdr Tr (XLU)

The 2 Nov 2026 story “Fortis earnings ahead: Utility unveils five-year capital plan” names Select Sector Spdr Tr (XLU) because of this story.

The link for Select Sector Spdr Tr (XLU) is this: Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story

Also listed, Nextera Energy (NEE): NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story

Dates and price levels for Select Sector Spdr Tr (XLU)

DUK traded between 112.45 and 125.85 across 20 sessions. The latest close on file is 124.98. NEE traded between 76.34 and 85.57 across 20 sessions. The latest close on file is 85.04. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.

What the saved facts support for Select Sector Spdr Tr (XLU)

40 out of 100Price not final

“Fortis earnings ahead: Utility unveils five-year capital plan” scores 40 out of 100. The score uses 1 sources, and 5 linked companies. The price is not final yet.