Research, Fundamental

California Electric Utilities: Sunny Spot in a Dark Year for the Sector

Daniel Rich, CFA, Equity Analyst
05 October 2023


Edison International (EIX) and PG&E Corporation (PCG) have outpaced peers in a rough year for utility stocks, and we see multiple reasons why these companies can continue to outperform. These utilities have committed significant resources towards mitigating the physical impact of wildfires on the electric grid, and we think financial risks from wildfires have also declined.

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