ISI International Strategy & Investment

Power & Utilities

Greg Gordon
Greg Gordon, CFA

Senior Managing Director
Head of Power & Utilities Research
Jon Cohen
Jon Cohen

Managing Director
ISI’s Power & Utilities Team

L to R: Igor Gitelman, Susan Davies, Greg
Gordon, Jon Cohen, Dmitri Pchelintsev

Coverage Universe

AEE

AEP

AES

CMS

CPN

D


DTE

DUK

DYN

ED

EIX

ETR


EXC

FE

HE

ITC

NEE

NRG


NU

PCG

PEG

PNW

POM

PPL


SO

SRE

TE

UIL

WEC

WR


XEL

 

 

 

 

 

ISI’s Power & Utilities Team, headed by Greg Gordon, provides both bottom up and top down research coverage on regulated utilities, diversified power & utility stocks as well as merchant power.

Greg has covered the domestic power and utilities industry since 1994. He provides timely investment ideas through detailed individual company financial analysis, a long history of dialogue with the State and Federal regulators that gives him insight in to utility regulatory policy nationwide, and a nuanced understanding of the macro-economic drivers that impact the overall attractiveness of different sub-sectors of the industry.