10 names are moving together; 60% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DUK | Duke Energy Corporation (Holdin | Utilities | -0.3% | Group member |
| SO | Southern Company (The) | Utilities | -0.6% | Group member |
| ED | Consolidated Edison, Inc. | Utilities | +0.1% | Group member |
| CNP | CenterPoint Energy, Inc (Holdin | Utilities | -0.8% | Group member |
| FTS | Fortis Inc. | Utilities | +0.3% | Group member |
| XEL | Xcel Energy Inc. | Utilities | -0.4% | Group member |
| SWX | Southwest Gas Holdings, Inc. | Utilities | +0.6% | Group member |
| AEP | American Electric Power Company | Utilities | -0.5% | Group member |
| ETR | Entergy Corporation | Utilities | +0.6% | Group member |
| SOMN | Southern Company (The) 2025 Ser | Utilities | -0.0% | Most structurally connected |
Cohort
10 namesParticipation
60% this sessionObserved history
1 daily buildsFiling coverage
9/10 memberscredit / rates affecting interest expense
“The increase was primarily due to increases in retail electric revenues associated with sales growth, higher natural gas revenues associated with base rate increases, higher non-fuel-related wholesale electric revenues, and an increase in AFUDC equity, partially offset by an increase in depreciation and amortization, decreases in retail electrics revenues associated with weather impacts, and an increase in interest expense.”
SOMN 10-Q
capital investment / capacity affecting capex
“The increase primarily reflects approximately $56 million related to higher average outstanding borrowings, an $11 million loss associated with the extinguishment of debt at the parent company, and a $7 million increase in interest associated with PPAs accounted for as finance leases at Georgia Power, partially offset by an increase of $23 million in capitalized interest and AFUDC debt associated with increased capital expenditures.”
SOMN 10-Q
credit / rates
“The net cash used for financing activities for the three months ended March 31, 2026 was primarily related to common stock dividend payments and repayment of bank term loans, partially offset by capital contributions from Southern Company and an increase in commercial paper borrowings.”
SOMN 10-Q
Regulated Utilities can stay leader-led if CNP and the next software names fail to join while SOMN keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.