9 names are moving together; 100% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| NI | NiSource Inc | Utilities | +2.6% | Group member |
| PPL | PPL Corporation | Utilities | +1.9% | Group member |
| CWT | California Water Service Group | Utilities | +0.6% | Group member |
| AWK | American Water Works Company, I | Utilities | +1.8% | Group member |
| HTO | H2O America | Utilities | -0.7% | Group member |
| EXC | Exelon Corporation | Utilities | +1.8% | Most structurally connected |
| WTRG | Essential Utilities, Inc. | Utilities | +1.3% | Group member |
| AWR | American States Water Company | Utilities | +0.4% | Group member |
| FE | FirstEnergy Corp. | Utilities | +1.9% | Group member |
Cohort
9 namesParticipation
100% this sessionObserved history
1 daily buildsFiling coverage
9/9 memberscredit / rates affecting interest expense
“Net income increased by $12 million due to an increase in revenue as a result of the absence of surcharge credits to customers, favorable weather relative to the same period last year, and tax repairs, some of which is timing, partially offset by an increase in depreciation and interest expense.”
EXC 10-Q
capital investment / capacity affecting capex
“2024 Increase (Decrease) Depreciation and amortization (a) $ 24 Regulatory asset amortization 6 Regulatory required programs (b) (4) Total increase $ 26 __________ (a) Depreciation and amortization increased primarily due to ongoing capital expenditures. (b) Reflects the cost recovery associated with EmPOWER Maryland.”
EXC 10-K
capital investment / capacity affecting expense
“The changes in Operating and maintenance expense consisted of the following: Three Months Ended March 31, 2026 Increase (Decrease) Labor, other benefits, contracting and materials $ 17 BSC costs 6 Pension and non-pension postretirement benefit expense 1 Credit loss expense (2) Storm-related costs (6) Other 13 29 Regulatory required programs (19) Total increase $ 10 107 Table of Contents PECO The changes in Depreciation and amortization expense consisted of the following: Three Months Ended March 31, 2026 Increase Depreciation and amortization (a) $ 12 Total increase $ 12 __________ (a) Depreciation and amortization expense increased primarily due to ongoing capital expenditures.”
EXC 10-Q
Regulated Utilities can stay leader-led if AWK and the next software names fail to join while EXC keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.