NV Energy, Inc. (NVE)

2012 Investor Meeting Conference Call

May 16, 2012 8:00 am ET

Executives

Max Kuniansky – Executive, Investor Relations

Michael W. Yackira – President and Chief Executive Officer

Dilek Samil – Senior Vice President of Finance, Chief Financial Officer and Treasurer

Analysts

Neil Mehta – Goldman Sachs

Kit Konolige – Konolige Research, LLC

Kevin L. Cole – Credit Suisse Securities, LLC

Maurice May – Wellington Shields

Brian Russo – Ladenburg Thalmann & Co.

Presentation

Max Kuniansky

Thank you very much for coming today. That includes everybody listening to the webcast. We’re webcasting live today. My name is Max Kuniansky, I think I know most of you here. But I do want to introduce the other people we have on the podium today. Michael Yackira, our CEO; Dilek Samil, our Chief Financial Officer; Kevin Bethel, Chief Accounting Officer; and in the back of the room keeping everything running,

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Xcel Energy, Inc. (XEL)

Deutsche Bank Clean Tech, Utilities and Power Conference

May 14, 2012 2:55 p.m. ET

Executives

Dave Sparby – Sr. Vice President and Group President

Analysts

Jonathon Arnold – Deutsche Bank

Presentation

Jonathon Arnold – Deutsche Bank

We are going to get started again with our final utility of day one which is Xcel Energy. We are delighted to have Dave Sparby here with us today. Dave, many of you know was CFO for a while and is now basically President and sitting on top of all of the utilities which gives him a unique perspective of what’s going on. And if my historical facts are correct, Xcel is still the largest buyer of wind power in the country and therefore it’s great to have you at our Clean Tech Conference.

Dave Sparby

Thanks, Jonathon, it’s good to be here. Well, today’s remarks will include some forward-looking

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By Jim Van Meerten:

A name you might not recognize is NextEra Energy (NEE) — the newly renamed FPL Group is the holding company for Florida Power and Light, which serves most of the Florida peninsula. Recently the stock has been on a very upward trajectory, as this Barchart provided hourly trading chart show over the past month:

Recently the stock has been outpacing the market, and while the market as measured by the Value Line Index has been up 10% in the past 6 months NEE is up over 13% for the same period and still climbing:

NextEra Energy, Inc., through its subsidiaries, engages in the generation, transmission, distribution, and sale of electric energy in the United States and Canada. The company is involved in the generation of renewable energy from wind and solar projects. It also generates electricity through natural gas, nuclear, oil and coal, and hydro power plants. The company serves

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By Street Instincts:

With the strong demand for lower risk investments, it is surprising how Pennsylvania Power and Light (PPL) has gone relatively unnoticed by the market. On May 4, it released impressive earnings, considering the mild winter in the United States. The earnings improvement was driven by the

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By Kapitall:

Profitability is one of the most important parts of a stock analysis, but there are tens if not hundreds of different ways to look at a company’s profitability numbers. For ideas on how to start your own profitability analysis, we ran a screen.

We began by screening the utilities sector for stocks rallying above their 20-day, 50-day, and 200-day moving averages, indicating that these stocks have strong upward momentum.

We then screened for those with strong profitability compared to industry peers, with higher gross, operating, and pretax margins than their industry averages by at least 5% on each margin. This indicates that these companies are taking a greater percentage of their revenues as profits, and they also have stronger control over their cost structures.

Interactive Chart: Press Play to compare changes in market cap over the last two years for the stocks mentioned below. Analyst ratings sourced from Zacks Investment

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By ZetaKap:

Interested in gaining exposure to utility companies? Do you feel better knowing your favorite companies have enough cash to cover their operating expenses for a very long time? Are you after stocks analysts are calling “buys” or “strong buys”? We ran a screen you might be interested in.

The current ratio is a liquidity ratio used to determine a company’s financial health. The metric illustrates how easily a firm can pay back its short obligations all at once through current assets. A company that has a current ratio of one or less is generally a liquidity red flag. This doesn’t mean the company will go bankrupt tomorrow, but it also doesn’t bode well for the company, and may indicate that it could have an issue paying back upcoming obligations.

The quick ratio measures a company’s ability to use its cash or assets

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By Philip Mause:

Clean Energy Fuels (CLNE) reported first quarter earnings earlier this week: the market reacted negatively to a GAAP loss of 37 cents a share and the stock closed today at $16.41. I have written about CLNE and it is important to understand how quarterly reports will play into that analysis.

My thesis on CLNE was that the company has the potential to become the dominant supplier in an important and growing energy market – the LNG market for large, long-distance trucks. Using various sources, I projected that CLNE may be able to sell as much as 2 billion gallons of diesel equivalent LNG into this market within 5 years and, if so, could become a $200 stock. CLNE is busily deploying strategically located LNG filling stations around the country and is also investing in LNG conversion capacity and LNG tank trucks. It should dominate the LNG trucking distribution market for

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GenOn Energy, Inc. (GEN)

1Q 2012 Earnings Call

May 10, 2012 9:00 a.m. ET

Executives

Dennis Barber – Investor Relations

Edward Muller – Chairman and Chief Executive Officer

J. William Holden III – Chief Financial Officer

Robert Gaudette – Chief Commercial Officer

Gary Garcia – Treasurer

Analysts

Brandon Blossman – Tudor, Pickering, Holt & Co.

Ameet Thakkar – Bank of America/Merrill Lynch

Keith Stanley – Deutsche Bank

Steven Burd – Morgan Stanley

Ali Agha – SunTrust Robinson Humphrey

Robert Howard – Prospector Partners

Brian Chin – Citigroup

Greg Orrill – Barclays Capital

Mark Barnett – Morningstar

Julian Horn-Smith – UBS

Brian Russo – Ladenburg Thalmann

Paul Patterson – Glenrock Associates

Brian Taddeo – Gleacher & Company

Presentation

Operator

Greetings. Welcome to the GenOn Energy first quarter 2012 earnings conference call. (Operator instructions) It’s now my pleasure to introduce your host, Dennis Barber with GenOn Energy. Thank you, sir.

Dennis Barber

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Westar Energy, Inc. (WR)

Q1 2012 Earnings Conference Call

May 10, 2012 10:00 ET

Executives

Bruce Burns – Director, Investor Relations

Tony Somma – Chief Financial Officer

Mark Ruelle – Chief Executive Officer

Analysts

Shahriar Pourezza – Citigroup

Sarah Acres – Wells Fargo

Travis Miller – Morningstar

Michael Lapides – Goldman Sachs

Presentation

Operator

Good day, ladies and gentlemen, and welcome to the First Quarter 2012 Westar Energy Earnings Conference Call. My name is Stacey, and I will be your conference moderator for today. At this time, all participants are in a listen-only mode. We will conduct a question-and-answer session towards the end of the conference. (Operator Instructions)

As a reminder, this conference call is being recorded for replay purposes. I would now like to turn the presentation over to your host for today, to Mr. Bruce Burns, Director of Investor Relations

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By Morningstar:

By Abraham Bailin

The level of uncertainty that has proved itself pervasive in today’s market has yet to abate. The end result in the minds of many has been to seek out relative stability. While some of the more niche asset classes like master limited partnerships have garnered interest on this basis, it is the utilities sector that is consistently turned to as a bastion of safety within the equity markets. The perception does not miss the mark. The utilities space has posted a three-year standard deviation measure of roughly 10, whereas the S&P 500 posted a much higher metric of nearly 15 over the same period.

The most contentious issue surrounding the utilities space today is the persistently low price of natural gas. Persistence of low prices is likely to cut into the margins of the unregulated non-natural gas (that is, coal-powered) utilities. That said, within the context of

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