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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78427)	11/2/2025 5:18:08 PM
From: Grommit	1 Recommendation Recommended By E_K_S Respond to of 78774

Good info. Yes, ES and ATO are transmission and distribution vs data center power. My holdings are with >> LT gains in taxable acct. (ATO held since 2010.) Stuck with them, but OK with that. AEE is new small holding, but will add. They are entering the data center game: AEE: >Expect 6% to 8% EPS CAGR from 2025-2029 >Dividend increased ~6% in Feb. 2025; increased for 12th consecutive year >Construction agreements signed for total of ~2.3 GW of data center load growth. >Preferred Resource Plan (PRP) assumes load growth of 1GW by end of 2029 and 1.5 GW by end of 2032 >Expect data centers to begin ramping up operations in late 2026.