The Iran War Has Created Investing Opportunities. What the Pros Are Doing.
(By Steve Garmhausen) – Our orientation is around socially conscious investing and ESG metrics. So, we’re very interested in energy broadly, but specifically renewables. With the energy demand for artificial intelligence, and the Strait of Hormuz closure a reminder of the incredible vulnerability of oil and consumable fuel companies, there continue to be great opportunities across that green-energy spectrum. We have owned Constellation Energy and NextEra Energy for quite a while. Both continue to guide toward strong earnings growth. NextEra is in the process of a $67 billion merger with Dominion Energy, which would make it the largest regulated utility. We recently added Darling Ingredients. Darling is a global leader in recycling organic waste, cooking oil, and animal byproducts into renewable energy. It’s particularly interesting given the pressure on diesel fuels. So, that’s actually a new addition.
June 5, 2026 / by Liv Gagnon
Blog Categories
The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this commentary is intended to constitute personalized legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Information obtained from third party sources are believed to be reliable but not guaranteed. It is not possible to invest directly in an index. Chicory Wealth makes no representation regarding the accuracy or completeness of information provided herein. All opinions and views constitute our judgments as of the date of writing and are subject to change at any time without notice.
Chicory in Your Inbox.
Insights on values-aligned wealth, shareholder activism, and the
intersection of money and purpose — delivered directly to you.