Stock Trading Canary

Economic indicators · Energy monitor · Government contracts

SECTOR BRIEF · 2026-10-18 · 30-DAY WINDOW

Utilities US

9 of 107 eligible companies show qualifying buying. Comparable-cohort trend: contracting; 9 companies have complete purchase values.

8.4%buying breadth
-1.96 ppchange in common cohort
-6.3%median 30-day return
0post-earnings buy events

Europe: qualifying net buying. US: qualifying equity P purchases, without netting sales. Market definitions differ.

Buying participation

9 / 107 eligible companies show qualifying buying in the window

0%2%4%6%8%10%UtilitiesAll sectors2026-10-122026-10-152026-10-182026-10-12: Utilities 8.8% · All sectors 5.8%2026-10-13: Utilities 8.8% · All sectors 5.8%2026-10-14: Utilities 8.8% · All sectors 5.4%2026-10-15: Utilities 7.8% · All sectors 4.9%2026-10-16: Utilities 9.3% · All sectors 5.3%2026-10-18: Utilities 8.4% · All sectors 4.9%
UtilitiesAll sectors
Historical points use each date’s universe; coverage changes can affect this line. · 2026-10-12 → 2026-10-18 · 6 archived snapshots

Largest purchases in the window

AXIA Energia S.A.USD 6.3M
Fluence Energy, Inc.USD 125.1k
PG&E CorpUSD 91.5k
YORK WATER COUSD 1.0k

Gross qualifying purchases (USD), summed per company. Research leads, not recommendations: a company page shows the roles, transaction types and source filings.

What changed?

Compared with 2026-10-12 · 102 same-sector companies present in both snapshots

-1.96 pp
Common-cohort change
+0 / −2
Entered / left buying status
+5 / −0
Coverage / classification additions and removals

Buying companies among coverage additions / removals: 2 / 0

Entered buying status (0)

—

Left buying status (2)

CONSOLIDATED EDISON INC · Centuri Holdings, Inc.

Endpoint changes can reflect rolling-window expiry or filing backfills; they do not establish fresh trades or intent.

Buying characteristics

Top three companies’ share of qualifying gross purchase value: 99.1%

Companies with purchases: 9 · Multiple buyers: 3 · Repeat buyers on distinct dates: 2

Multiple buyers · 3/9 (33.3%)
3/9

Repeat buying · 2/9 (22.2%)
2/9

Largest recorded gross purchases: Pampa Energy Inc. (USD 42,660,617) · AXIA Energia S.A. (USD 6,255,869) · Fluence Energy, Inc. (USD 125,120)

Features overlap. Buyer-days consolidate the same reported buyer and date, not verified independent purchase events. Name variants may remain. Concentration requires complete values; currencies are never mixed.

Industry backdrop

Electric and gas utilities output · United States · 2026-09

117.2504
Index 2017=100
+3.50%
month on month
+8.74%
year on year

Official context is descriptive and does not change the insider signal. It is a broad industry proxy, not a company forecast. Source

Companies to investigate

CompanyBuying statusBuyersBuyer-daysGross purchasesLatest buy
Pampa Energy Inc.
PAM
Buying33USD 42,660,6172026-10-15
AXIA Energia S.A.
AXIA3
Buying12USD 6,255,8692026-10-02
Fluence Energy, Inc.
FLNC
Buying22USD 125,1202026-09-21
SPRUCE POWER HOLDING CORP
SPRU
Buying11USD 107,6712026-09-21
PG&E Corp
PCG
Buying11USD 91,5002026-09-30
RGC RESOURCES INC
RGCO
Buying56USD 85,3882026-10-01
American Fusion, Inc.
AMFN
Buying11USD 84,2782026-09-22
Digi Power X Inc.
DGXX
Buying11USD 55,2562026-10-14
YORK WATER CO
YORW
Buying11USD 1,0002026-09-21
98 other eligible companies had no qualifying buying in the window

AES CORP · ALLETE INC · ALLIANT ENERGY CORP · AMEREN CORP · AMERICAN ELECTRIC POWER CO INC · AMERICAN STATES WATER CO · American Water Works Company, Inc. · ARTESIAN RESOURCES CORP · ATMOS ENERGY CORP · AVISTA CORP · BLACK HILLS CORP /SD/ · CADIZ INC · CALIFORNIA WATER SERVICE GROUP · CENTERPOINT ENERGY INC · Centuri Holdings, Inc. · Cheniere Energy Partners, L.P. · Cheniere Energy, Inc. · CHESAPEAKE UTILITIES CORP · Clean Energy Fuels Corp. · Clearway Energy, Inc. · CMS ENERGY CORP · COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP · CONSOLIDATED EDISON INC · Consolidated Water Co. Ltd. · Constellation Energy Corp · DOMINION ENERGY, INC · DTE ENERGY CO · Duke Energy CORP · EDISON INTERNATIONAL · Emeren Group Ltd · ENERGY CO OF MINAS GERAIS · ENERGY CO OF PARANA · Energy Vault Holdings, Inc. · Enlight Renewable Energy Ltd. · ENTERGY CORP /DE/ · Essential Utilities, Inc. · Evergy, Inc. · EVERSOURCE ENERGY · Excelerate Energy, Inc. · EXELON CORP · Fervo Energy Co · FIRSTENERGY CORP · Fortis Inc. · General Fusion Group Ltd. · Genie Energy Ltd. · Global Water Resources, Inc. · GridAI Technologies Corp. · H2O AMERICA · Hadron Energy, Inc. · HALLADOR ENERGY CO · HAWAIIAN ELECTRIC INDUSTRIES INC · IDACORP INC · MDU RESOURCES GROUP INC · MGE ENERGY INC · MIDDLESEX WATER CO · Montauk Renewables, Inc. · Nano Nuclear Energy Inc. · NATIONAL FUEL GAS CO · New Fortress Energy Inc. · NEW JERSEY RESOURCES CORP · NextDecade Corp · NEXTERA ENERGY INC · NISOURCE INC. · Northwest Natural Holding Co · NorthWestern Energy Group, Inc. · NRG ENERGY, INC. · Ocean Power Technologies, Inc. · OGE ENERGY CORP. · Oklo Inc. · ONE Gas, Inc. · ONE Nuclear Energy Inc. · ONEOK INC /NEW/ · OPAL Fuels Inc. · ORMAT TECHNOLOGIES, INC. · Otter Tail Corp · PINNACLE WEST CAPITAL CORP · Plum Acquisition Corp, IV · PORTLAND GENERAL ELECTRIC CO /OR/ · PPL Corp · PUBLIC SERVICE ENTERPRISE GROUP INC · PURE CYCLE CORP · ReNew Energy Global plc · SEMPRA · SOUTHERN CO · Southwest Gas Holdings, Inc. · SPIRE INC · Stabilis Solutions, Inc. · SUBURBAN PROPANE PARTNERS LP · Talen Energy Corp · TXNM ENERGY INC · UGI CORP /PA/ · ULTRAPAR HOLDINGS INC · UNITIL CORP · Venture Global, Inc. · Vistra Corp. · WEC ENERGY GROUP, INC. · XCEL ENERGY INC · XPLR Infrastructure, LP

Background

Price and liquidity context

-6.3%
median 30-day company return · 24 companies
13,033,622
median daily turnover
5
companies with buy / ADTV

Price movement is a descriptive comparison. Buy / ADTV is shown only when the insider value and turnover use the same currency; it is not an estimate of market impact.

Coverage and evidence quality

Eligible companies: 107 · Buying companies: 9 · Price history: 24 · Complete purchase values: 9

Not available yet: earnings-related buying (no results dates captured for these companies in the last 180 days); outcomes after earlier buying (no archived snapshot has 20 days of prices after it yet).

A missing value is reported as unavailable and does not lower a signal. Source filing links remain the audit record.

Participation is not a return forecast. No sector score is added. Missing detail is not zero activity.

Market breadth & relative performance

Price participation, separate from insider buying.

Sector ETF performance

2026-10-16 · Price returns, excluding dividends. Smaller figures show excess over S&P 500 in percentage points.

Sector / ETF1M3M6M
S&P 500
Price benchmark
+1.4%+1.7%+8.8%
UtilitiesXLU+2.2%+0.7 pp vs S&P-7.2%-8.8 pp vs S&P-8.9%-17.7 pp vs S&P

ETF series coverage: 1/1 · ETF portfolios differ from this research universe.

Methodology & dates

Yahoo Finance close prices; complete matching sessions required. ETF holdings coverage has not been verified.

1M: 2026-09-16 → 2026-10-16 · 3M: 2026-07-16 → 2026-10-16 · 6M: 2026-04-16 → 2026-10-16

Constituent price coverage

3 / 107 companies have complete aligned 200-session history. Coverage is still building; these sample statistics cannot represent the whole sector.

View coverage and exploratory sample statistics

2026-10-16 · S&P 500 (^GSPC)

Above-MA percentages use companies with complete 50/200-session closes; coverage is shown against eligible issuers. Returns are equal-weight buy-and-hold price returns for the fully covered current-company sample, not a sector index. Dividends are excluded.

SectorMA50MA2001M3M6M
Utilities33.3% · 1/3
coverage 3/107
33.3% · 1/3
coverage 3/107
-7.8%
-9.2 pp
3/107
-9.8%
-11.4 pp
3/107
-2.4%
-11.1 pp
3/107