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Strategies & Market Trends : Young and Older Folk Portfolio

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To: QTI on SI who wrote (21701)	10/29/2025 3:48:38 PM
From: Max Fletcher	3 Recommendations Recommended By Markbn QTI on SI Smart_Asset of 21825

AEP Anyone? AEP is one of the 5 or 6 companies that comprise my core utilities positions, which account for 21% of my overall portfolio. ETR, NEE, SRE and WEC are the others, along with a half position in BEP. Wells Fargo put out a major report today highlighting the significant opportunity in electric utilities. The 5 stocks mentioned are amongst their favored names. A few days ago they made specific mention of SRE, along with the comments below. I brought it up to a full position to go along with the other 4 which were already full positions. GLTA We initiate coverage of SRE with an Overweight rating and a $115 price target, based on our sum of the parts analysis, and name this our Best Idea for regulated utilities. We believe SRE remains a core way to play US infrastructure, as it has direct leverage to Texas through Oncor as well as the LNG markets. We see SRE becoming a Texas-focused growth story, with a constructive pattern of updates going into 2026 (i.e., next year's ETR/NI story at a relative discount).

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