8 names are moving together; 63% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| OGS | ONE Gas, Inc. | Utilities | -1.6% | Group member |
| SR | Spire Inc. | Utilities | -1.3% | Group member |
| ATO | Atmos Energy Corporation | Utilities | -0.6% | Most structurally connected |
| NJR | NewJersey Resources Corporation | Utilities | -0.7% | Group member |
| AVA | Avista Corporation | Utilities | -0.6% | Group member |
| CPK | Chesapeake Utilities Corporatio | Utilities | -2.1% | Group member |
| MDU | MDU Resources Group, Inc. | Utilities | -0.5% | Group member |
| NWN | Northwest Natural Holding Compa | Utilities | -0.9% | Group member |
Cohort
8 namesParticipation
63% this sessionObserved history
1 daily buildsFiling coverage
8/8 memberscredit / rates affecting interest expense
“Because of this regulatory treatment, differences between the operating lease expense for ratemaking purposes and the expenses recognized under GAAP (interest expense and amortization of the finance lease ROU asset) are recorded as a regulatory asset and amortized during the later years of the lease when the finance lease expense is less than the operating lease expense included in base rates.”
AVA 10-K
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
demand / volume
“Our customers’ demand on our system is not necessarily indicative of our ability to meet current or anticipated market demands or immediate delivery requirements because of factors such as the physical limitations of gathering, storage and transmission systems, the duration and severity of cold weather, the availability of gas reserves from our suppliers, the ability to purchase additional supplies on a short-term basis, and actions by federal and state regulatory authorities.”
ATO 10-K
Regulated Gas Utilities can stay leader-led if AVA and the next software names fail to join while ATO keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.