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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Max Fletcher who wrote (21705)11/5/2025 8:28:37 AM
From: Max Fletcher2 Recommendations

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DinoNavarre
Just Fine

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Sempra SRE appears to be setting themselves up for significant capital plan expansion through its (80% owned) Texas subsidiary Oncor per today’s earnings release (bold mine):

Oncor Electric Delivery Company LLC (Oncor) continues to advance critical transmission and distribution infrastructure projects to increase electric reliability in Texas. In fact, the company expects to be responsible for more than half of the investment for the Electric Reliability Council of Texas, Inc. (ERCOT) 765-kV Strategic Transmission Expansion Plan — supporting current energy needs as well as future growth across the state. Together with new capital investments on its distribution grid, these investments support Oncor's expectation of higher levels of capital spending. Building on its $36 billion 2025-2029 base capital plan, the company now anticipates more than a 30% increase in its roll-forward 2026-2030 base capital plan.

The company is also affirming its guidance to the high-end or above its projected long-term EPS compound annual growth rate of 7% to 9% for 2025 through 2029.
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