LongAEPJun 2026
American Electric Power Co. Inc.
AEP has one of the largest U.S. transmission networks and a very large pipeline of contracted and potential electricity demand. Its $78 billion capital program is expected to…
The Gabelli Utilities Fund
Utility and infrastructure strategy seeking long-term capital growth and income from electricity, gas, water, telecommunications, and infrastructure companies.$1.8B AUM3 published ideas
The Gabelli Utilities Fund is a diversified sector fund focused on utilities and related infrastructure. The managers see data centers, manufacturing, electrification, and large capital programs driving an extended rate-base investment cycle.
Ideas from The Gabelli Utilities Fund
LongNEEJun 2026
NextEra Energy Inc.
NextEra combines Florida Power & Light with a large non-regulated portfolio of wind, solar, nuclear, and battery assets. The pending Dominion Energy acquisition is expected to be…
LongMGEEJun 2026
MGE Energy Inc.
MGE Energy operates in a healthy service territory and benefits from a constructive regulatory framework. Investment needs in transmission and pollution-control infrastructure…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.