credit / rates affecting interest expense
“Interest Expense increased $45 million primarily due to higher long-term debt balances.”
AEP 10-Q
Confirmed
Regulated Utilities · AEP
4 names are moving together; 25% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| FTS | Fortis Inc. | Utilities | -0.4% | Group member |
| AEP | American Electric Power Company | Utilities | -1.8% | Most structurally connected |
| ETR | Entergy Corporation | Utilities | -1.0% | Group member |
| NWN | Northwest Natural Holding Compa | Utilities | -0.6% | Group member |
Why we believe this
Cohort
4 namesParticipation
25% this sessionObserved history
1 daily buildsFiling coverage
3/4 membersdemand / volume affecting orders
“As a result of the January 2024 FERC orders, the Registrants’ balance sheets reflected a liability for the probable refund of all NOLC revenues included in transmission formula rates, with interest.”
AEP 10-Q
capital investment / capacity affecting capex
“Estimated capital expenditures are subject to periodic review and modification and may vary based on the ongoing effects of regulatory constraints, environmental regulations, business opportunities, market volatility, economic trends, supply chain issues, weather, legal reviews, technology advancements, inflation and the ability to access capital.”
AEP 10-Q
Regulated Utilities can stay leader-led if secondary names fail to join while AEP keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.