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Julianna Dumlao-Smith

Research Analyst at Jefferies Financial Group Inc.

Julianna Dumlao-Smith is an Equity Analyst at Jefferies, specializing in coverage of the utilities sector with a particular focus on companies such as CMS Energy Corp. She has participated in corporate earnings calls and research within this sector, demonstrating a focused expertise, though publicly available performance metrics are limited. Julianna's prior professional background before Jefferies is not broadly detailed in public records, but her recent work centers on U.S. utilities research as of 2024. Specific credentials such as FINRA registration or securities licenses are not confirmed by available sources.

Julianna Dumlao-Smith's questions to CMS ENERGY (CMS) leadership

Question · Q2 2024

Julianna Dumlao-Smith asked for clarification on the drivers of the company's outperformance and the rationale behind the increased debt issuance plan for the year.

Answer

CFO Rejji Hayes clarified that the modest increase in planned debt issuance is simply to rebalance the utility's capital structure following recent rate case outcomes. He attributed the outperformance to a combination of constructive rate relief, strong results from the NorthStar non-utility business, and effective cost management, which have offset headwinds from weather and storms.

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