US Diversified Utilities: Upcoming Regulatory Events: Weekly Tracker 10/16/2026

As Q3 earnings calls are around the corner, we are focused on TCEQ's report to Governor Abbott on air permits for data center related projects on October 19, NEE's reply filing on the merger to FERC by October 22, initial party testimonies at NEE's merger proceedings in multiple states in late October, PNW's IRP filing (upside Catalyst Watch), California affordability and wildfire related decision points, the New England transmission ROE decision by November 30 (upside Catalyst Watch), and a slew of rate case and regulatory proceeding final decisions (DUK, CNP, AEP, WEC, CMS, MDU, SWX, ES, ED, SO) by the end of October/November. PJM postponed its data center load forecast presentation to some time in November;