9 names are moving together; 78% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| VST | Vistra Corp. | Utilities | -0.3% | 2/3 observed active sessions |
| BWXT | BWX Technologies, Inc. | Industrials | +1.9% | Group member |
| TLN | Talen Energy Corporation | Utilities | +0.4% | 1/3 observed active sessions |
| NRG | NRG Energy, Inc. | Utilities | +0.3% | 3/3 observed active sessions |
| CEG | Constellation Energy Corporatio | Utilities | -0.3% | 1/3 observed active sessions |
| BEP | Brookfield Renewable Partners L | Utilities | +0.7% | 3/3 observed active sessions |
| BEPC | Brookfield Renewable Corporatio | Utilities | +0.7% | 3/3 observed active sessions |
| ENLT | Enlight Renewable Energy Ltd. | Utilities | -1.4% | 2/3 observed active sessions |
| ORA | Ormat Technologies, Inc. | Utilities | +0.8% | Group member |
Cohort
9 namesParticipation
78% this sessionObserved history
5 daily buildsFiling coverage
6/9 memberscredit / rates affecting interest expense
“Interest expense, net increased by $107 million for the three months ended March 31, 2026 compared to the same period in 2025, primarily due to a net increase in outstanding debt as a result of the debt assumed and related financing transactions following the acquisition of Calpine in January 2026.”
CEG 10-Q
credit / rates
“The increase in cash provided in financing activities was primarily attributable to the issuance of $1.25 billion of 2030 Notes offset partially by repayments on the Revolving Credit Facility and Term Loan and Capped Call Transaction premiums.”
BWXT 10-K
restructuring affecting expense
“These increases were partially offset by a $1.7 million increase in expenses associated with acquisition and restructuring-related activities.”
BWXT 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
ORAcustomer · Current intraday read unavailable
Filing receipt · PW / ORA
“Concentration of Credit Risk Our credit risk is currently concentrated with the following major customers: Sierra Pacific Power Company and Nevada Power Company (subsidi…”
ORA · customer
TLNpartner · Not moving with the group now
Filing receipt · WULF / TLN
“The Nautilus Cryptomine Facility Located in Berwick, Pennsylvania, Nautilus was a joint venture between TeraWulf and Talen Member.”
TLN · partner
BWXTinvestee · Not moving with the group now
Filing receipt · LHX / BWXT
“On January 3, 2025, we completed the acquisition of Aerojet Ordnance Tennessee, Inc.”
BWXT · investee
ORApartner · Not moving with the group now
Filing receipt · MS / ORA
“30 The Shirk project qualifies for a 40% Investment Tax Credit (ITC), which the Company monetized the tax benefits as part of the hybrid tax equity partnership with Morg…”
ORA · partner
VSTcustomer · Not moving with the group now
Filing receipt · AMZN / VST
“Long-term contracts entered in 2025 underwrite higher base profitability in the future.”
VST · customer