34 names are moving together; 88% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| AEE | Ameren Corporation | Utilities | +1.0% | 13/37 observed active sessions |
| AEP | American Electric Power Company | Utilities | +1.2% | 3/37 observed active sessions |
| LNT | Alliant Energy Corporation | Utilities | +0.9% | 14/37 observed active sessions |
| ED | Consolidated Edison, Inc. | Utilities | +0.8% | 4/37 observed active sessions |
| WPC | W. P. Carey Inc. REIT | Real Estate | +0.9% | 3/37 observed active sessions |
| CMS | CMS Energy Corporation | Utilities | +0.5% | 10/37 observed active sessions |
| PCG | Pacific Gas & Electric Co. | Utilities | -0.1% | 1/37 observed active sessions |
| FE | FirstEnergy Corp. | Utilities | +0.6% | 2/37 observed active sessions |
| WEC | WEC Energy Group, Inc. | Utilities | +0.1% | 17/37 observed active sessions |
| FTS | Fortis Inc. | Utilities | +0.5% | 5/37 observed active sessions |
| SO | Southern Company (The) | Utilities | +0.5% | 9/37 observed active sessions |
| CNP | CenterPoint Energy, Inc (Holdin | Utilities | +0.6% | 2/37 observed active sessions |
| DOLE | Dole plc | Consumer Defensive | +2.0% | Group member |
| O | Realty Income Corporation | Real Estate | +0.2% | 2/37 observed active sessions |
| ATO | Atmos Energy Corporation | Utilities | +0.9% | 12/37 observed active sessions |
| NI | NiSource Inc | Utilities | +0.6% | 7/37 observed active sessions |
| NGG | National Grid Transco, PLC Nati | Utilities | +0.4% | Group member |
| TSN | Tyson Foods, Inc. | Consumer Defensive | +0.2% | Group member |
| DUK | Duke Energy Corporation (Holdin | Utilities | +0.2% | 4/37 observed active sessions |
| EMA | Emera Incorporated | Utilities | +0.4% | 1/37 observed active sessions |
| EVRG | Evergy, Inc. | Utilities | +0.5% | 12/37 observed active sessions |
| EXC | Exelon Corporation | Utilities | +0.9% | Group member |
| IDA | IDACORP, Inc. | Utilities | +1.9% | 6/37 observed active sessions |
| OGE | OGE Energy Corp | Utilities | +0.8% | 5/37 observed active sessions |
Cohort
34 namesParticipation
88% this sessionObserved history
72 daily buildsFiling coverage
31/34 memberscredit / rates affecting interest expense
“52 Table of Contents Ameren Illinois Interest charges increased $6 million in the three months ended March 31, 2026 compared with the year-ago period, primarily due to an issuance of long-term debt in September 2025, which increased interest expense by $3 million at Ameren Illinois Electric Distribution and by $3 million at Ameren Illinois Transmission.”
AEE 10-Q
capital investment / capacity affecting capex
“Capital spending in our distribution segment increased $301.1 million, primarily as a result of increased system modernization.”
ATO 10-Q
credit / rates
“Additionally, our earnings are affected by changes in short-term interest rates as a result of our issuance of short-term commercial paper and our other short-term borrowings.”
ATO 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
IDAcustomer · Current intraday read unavailable
Filing receipt · PW / IDA
“Idaho Power's power cost adjustment mechanisms in its Idaho and Oregon jurisdictions address the variability of power supply costs and provide for annual adjustments to…”
IDA · customer
AEPcustomer · Not moving with the group now
Filing receipt · CTRI / AEP
“Our customers include American Electric Power, Enbridge, Entergy, Exelon, NiSource, National Grid, Sempra Energy and Southern Company, among others.”
AEP · customer
DTEsupplier · Moving with the group now · 115 min observed
Filing receipt · NFG / DTE
“Purchases from DTE Energy Trading, Inc.”
DTE · supplier
XELcustomer · Current intraday read unavailable
Filing receipt · PRIM / XEL
“For the years ended December 31, 2025, 2024 and 2023, revenue derived from projects performed under MSAs was 32.0%, 36.8%, and 36.7% of total revenue, respectively.”
XEL · customer
SOsupplier · Current intraday read unavailable
Filing receipt · GPJA / SO
“Georgia Power is engaged in the generation, transmission, distribution, and purchase of electricity and the sale of electric service within the state of Georgia, at reta…”
SO · supplier