Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Utilities

12 utilities companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies

  1. Pure Cycle5 letters
  2. Ecoener2 letters
  3. Sunrun2 letters
  4. Superior Plus1 letter
  5. Ferrellgas1 letter
  6. Ormat1 letter
  7. Suburban Propane1 letter
  8. Duke Energy1 letter
  9. Grenergy1 letter
  10. Naturgy1 letter
  11. NextEra1 letter
  12. Centrica1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.