Electric utilities
Definition
SIC 4911, 4931 and 4991, electric and combined electric services and cogeneration.
A standard grouping: SIC 4911, 4931, 4991.
Q2 2026 against Q1 2026
- Reported value
- $182bn
- +$2.5bn on the quarter before
- Managers listing any
- 64
- +2 on the quarter before
- Stocks listed
- 60
- +1 on the quarter before
- Buyers
- 892
- manager-stock pairs opening or adding
- Sellers
- 810
- manager-stock pairs trimming or exiting
value over 8 quartersNet buying actions by quarter: +77 · +125 · +87 · +124 · +69 · +75 · +81 · +82
See it in the heatmap, ranked by breadth →
Managers listing any counts distinct comparable managers. Buyers and sellers count actions by comparable managers, once for each stock a manager moved in. Value moves with prices as well as with buying.
Largest stocks (60 in all)
By combined reported value at Q2 2026. Holders are at least counts, among listed positions.
| Stock | Holders | Value | Buyers | Sellers | Holders, 8 quarters |
|---|---|---|---|---|---|
| SOSouthern Co | 29 | $15.9bn | 16 | 18 | |
| DDominion Res Inc Va New | 29 | $13.0bn | 16 | 17 | |
| NEENextera Energy Inc | 35 | $11.3bn | 14 | 21 | |
| AEPAmerican Elec PWR Co Inc | 39 | $10.9bn | 27 | 12 | |
| CEGConstellation Energy Corp | 35 | $10.6bn | 22 | 15 | |
| PCGPg&e Corp | 41 | $8.6bn | 18 | 23 | |
| XELXcel Energy Inc | 35 | $8.0bn | 24 | 12 | |
| VSTVistra Energy Corp | 41 | $7.2bn | 24 | 20 | |
| EXCExelon Corp | 34 | $6.4bn | 22 | 15 | |
| DUKDuke Energy Corp New | 29 | $6.3bn | 16 | 17 | |
| CNPCenterpoint Energy Inc | 29 | $6.1bn | 15 | 17 | |
| DTEDte Energy Co | 32 | $5.9bn | 14 | 21 | |
| AEEAmeren Corp | 31 | $5.7bn | 11 | 20 | |
| FEFirstenergy Corp | 32 | $5.6bn | 20 | 15 | |
| PPLPPL Corp | 36 | $5.4bn | 25 | 14 | |
| NRGNRG Energy Inc | 35 | $5.3bn | 15 | 25 | |
| ETREntergy Corp New | 30 | $4.7bn | 19 | 12 | |
| PNWPinnacle West Cap Corp | 32 | $3.9bn | 21 | 12 | |
| LNTAlliant Energy Corp | 35 | $3.9bn | 20 | 16 | |
| EIXEdison Intl | 29 | $3.2bn | 19 | 12 | |
| PEGPublic SVC Enterprise Group | 35 | $3.2bn | 22 | 16 | |
| CMSCMS Energy Corp | 28 | $2.9bn | 10 | 20 | |
| TLNTalen Energy Corp | 36 | $2.6bn | 16 | 24 | |
| EVRGEvergy Inc | 32 | $2.4bn | 18 | 17 | |
| ESEversource Energy | 30 | $2.4bn | 16 | 16 |
Managers holding its largest names
Across the 15 largest stocks above at Q2 2026: how many of them each manager lists, and their combined value. A manager can hold others below its listed range.
- Capital Research Global Investors10 of 15 · $16.8bn
- Capital World Investors8 of 15 · $15.7bn
- Fidelity (FMR LLC)10 of 15 · $15.2bn
- Invesco Ltd14 of 15 · $15.1bn
- T. Rowe Price Associates Inc10 of 15 · $12.2bn
- MFS Investment Management14 of 15 · $10.5bn
- Wellington Management Group LLP8 of 15 · $8.3bn
- Neuberger Berman Group LLC6 of 15 · $2.7bn
- AllianceBernstein LP9 of 15 · $2.5bn
- Dodge & Cox3 of 15 · $2.4bn
- Janus Henderson Group Ltd10 of 15 · $2.4bn
- AQR Capital Management LLC4 of 15 · $2.2bn
- Millennium Management LLC5 of 15 · $1.6bn
- Point72 Asset Management LP7 of 15 · $1.2bn
- Coatue Management LLC1 of 15 · $1.2bn
- Balyasny Asset Management LLC8 of 15 · $860m
- Citadel Advisors LLC2 of 15 · $777m
- Soroban Capital Partners LP4 of 15 · $728m
- Marshall Wace LLP6 of 15 · $679m
- Squarepoint Ops LLC9 of 15 · $657m