Power Producers & Utilities
A collection of companies that generate, transmit and deliver electricity and natural gas across regulated and competitive markets. The group mixes investor-owned utilities, independent power producers and renewable asset owners that sit at different points in power supply chains.
2 of 57 stocks are in a Stage 2 uptrend.
Stocks in this theme
| Ticker | Price | 1M | 3M | 1Y | Stage | Trend | vs 52w high |
|---|---|---|---|---|---|---|---|
| RNWReNew Energy Global plc | $6.84 | +0.6% | +9.8% | -10.1% | Stage 2 (continuation) | 6/7 | -16.48% |
| ELPCEnergy Co Of Parana | $12.42 | +8.3% | +7.6% | +41.5% | Stage 2 (re-acceleration) | 6/7 | -8.61% |
| CEGConstellation Energy Corp | $254.02 | -7.5% | +7.4% | -24.0% | Stage 4 | 0/7 | -37.12% |
| UGIUgi Corp /Pa/ | $35.67 | -7.2% | +3.3% | +7.3% | Stage 3 | 3/7 | -12.21% |
| TXNMTxnm Energy Inc | $58.32 | +1.2% | +2.7% | +2.5% | Stage 3 | 3/7 | -1.95% |
| AESAes Corp | $14.9 | +1.1% | +1.8% | +14.3% | Stage 3 | 5/7 | -13.77% |
| OTTROtter Tail Corp | $88.04 | -2.7% | -1.8% | +7.8% | Stage 1 | 4/7 | -6.62% |
| SRSpire Inc | $76.09 | -7.0% | -2.5% | -6.5% | Stage 4 | 1/7 | -20.07% |
| PAMPampa Energy Inc. | $77.77 | -5.5% | -2.7% | +28.8% | Stage 1 | 2/7 | -15.71% |
| NWENorthWestern Energy Group, Inc. | $68.38 | -1.1% | -4.3% | +17.7% | Stage 1 | 3/7 | -6.86% |
| BKHBlack Hills Corp /Sd/ | $70.08 | -2.2% | -4.8% | +14.7% | Stage 1 | 3/7 | -8.79% |
| NGGNational Grid PLC | $75.82 | -4.2% | -5.4% | +5.6% | Stage 1 | 3/7 | -19.28% |
| OGEOge Energy Corp. | $45.42 | -0.5% | -5.9% | -1.1% | Stage 1 | 3/7 | -9.07% |
| BIPCBrookfield Infrastructure Corp | $35.61 | -6.8% | -6.8% | -14.0% | Stage 4 | 0/7 | -30.18% |
| PPLPPL Corp | $32.89 | -3.6% | -7.7% | -10.4% | Stage 1 | 2/7 | -17.38% |
| EDConsolidated Edison Inc | $102.21 | -4.5% | -7.9% | +2.6% | Stage 1 | 3/7 | -11.48% |
| FEFirstenergy Corp | $43.33 | -5.5% | -8.0% | -1.7% | Stage 1 | 2/7 | -16.53% |
| EMAEmera Inc | $47.83 | -4.5% | -8.5% | +1.4% | Stage 1 | 3/7 | -13.21% |
| EVRGEvergy, Inc. | $78.44 | -3.2% | -9.0% | +4.5% | Stage 1 | 3/7 | -11% |
| DUKDuke Energy CORP | $114.01 | -4.9% | -9.3% | -7.2% | Stage 1 | 2/7 | -14.57% |
| KEPKorea Electric Power Corp | $10.96 | -5.5% | -9.4% | -15.6% | Stage 4 | 0/7 | -52.88% |
| VSTVistra Corp. | $138.35 | +0.7% | -9.7% | -30.1% | Stage 4 | 0/7 | -34.38% |
| NJRNew Jersey Resources Corp | $50.6 | -5.1% | -10.0% | +5.4% | Stage 1 | 3/7 | -15.74% |
| DDominion Energy, Inc | $60.52 | -8.3% | -10.7% | -0.7% | Stage 1 | 4/7 | -15.58% |
| ESEversource Energy | $64.16 | -8.5% | -11.1% | -9.0% | Stage 1 | 2/7 | -15.81% |
| TACTransalta Corp | $12.08 | -0.1% | -11.2% | -11.3% | Stage 4 | 0/7 | -31.87% |
| AEEAmeren Corp | $99.38 | -6.3% | -11.4% | -4.0% | Stage 1 | 3/7 | -16.01% |
| XELXcel Energy Inc | $70.48 | -6.9% | -11.6% | -12.0% | Stage 1 | 2/7 | -16.01% |
| ETREntergy Corp /De/ | $99.26 | -6.6% | -12.1% | +6.1% | Stage 1 | 3/7 | -15.82% |
| AEPAmerican Electric Power Co Inc | $118.64 | -3.1% | -12.2% | +8.1% | Stage 1 | 3/7 | -14.46% |
| NEENextera Energy Inc | $75.74 | -8.0% | -12.3% | -0.6% | Stage 1 | 2/7 | -22.62% |
| PNWPinnacle West Capital Corp | $93.04 | -4.7% | -12.5% | +6.2% | Stage 1 | 3/7 | -14.93% |
| MDUMdu Resources Group Inc | $18.54 | -6.3% | -12.6% | +6.1% | Stage 1 | 2/7 | -18.68% |
| EXCExelon Corp | $40.4 | -7.6% | -12.7% | -8.7% | Stage 1 | 2/7 | -19.67% |
| CWENClearway Energy, Inc. | $29.27 | -7.8% | -12.7% | +2.6% | Stage 4 | 1/7 | -29.06% |
| SOSouthern Co | $82.89 | -5.8% | -12.9% | -11.7% | Stage 1 | 2/7 | -16.88% |
| IDAIdacorp Inc | $130.73 | -4.0% | -12.9% | +0.0% | Stage 1 | 3/7 | -15.41% |
| KENKenon Holdings Ltd. | $60.2 | -12.1% | -13.0% | +35.0% | Stage 1 | 3/7 | -36.99% |
| PORPortland General Electric Co /Or/ | $44.63 | -8.7% | -13.3% | +2.7% | Stage 1 | 2/7 | -17.69% |
| WECWec Energy Group, Inc. | $100.78 | -5.1% | -13.3% | -10.7% | Stage 1 | 2/7 | -15.2% |
| TLNTalen Energy Corp | $312.69 | +5.7% | -13.3% | -25.7% | Stage 4 | 0/7 | -29.86% |
| AVAAvista Corp | $35.09 | -5.6% | -13.4% | -6.5% | Stage 1 | 1/7 | -18.55% |
| MGEEMge Energy Inc | $69.45 | -10.6% | -14.4% | -17.0% | Stage 1 | 1/7 | -20.22% |
| SRESempra | $77.96 | -4.6% | -14.7% | -13.1% | Stage 1 | 2/7 | -21.84% |
| AQNAlgonquin Power & Utilities Corp. | $5.03 | -11.1% | -15.8% | -7.5% | Stage 4 | 0/7 | -27.94% |
| CNPCenterpoint Energy Inc | $36.8 | -7.1% | -15.8% | -5.2% | Stage 1 | 2/7 | -18.29% |
| PEGPublic Service Enterprise Group Inc | $67.34 | -8.2% | -16.1% | -18.9% | Stage 4 | 1/7 | -22.55% |
| CEPUCentral Puerto S.A. | $12.11 | -11.1% | -16.5% | +46.1% | Stage 4 | 1/7 | -32.53% |
| LNTAlliant Energy Corp | $63.3 | -6.9% | -16.5% | -5.2% | Stage 1 | 2/7 | -18.88% |
| NINisource Inc. | $39 | -4.7% | -16.8% | -9.7% | Stage 1 | 2/7 | -20.54% |
| CMSCms Energy Corp | $63.08 | -7.3% | -16.9% | -11.1% | Stage 1 | 2/7 | -21.09% |
| ORAOrmat Technologies, Inc. | $91.49 | -10.3% | -17.5% | -4.3% | Stage 4 | 0/7 | -36.95% |
| BEPBrookfield Renewable Partners L.P. | $28.14 | -11.0% | -18.1% | +7.4% | Stage 1 | 3/7 | -24.58% |
| ENLTEnlight Renewable Energy Ltd. | $69.41 | -11.2% | -20.3% | +143.3% | Stage 1 | 3/7 | -35.38% |
| BEPCBrookfield Renewable Corp | $28.22 | -12.2% | -23.2% | -18.3% | Stage 4 | 0/7 | -36.48% |
| PCGPG&E Corp | $12.25 | -7.7% | -28.9% | -16.4% | Stage 1 | 1/7 | -35.9% |
| NRGNrg Energy, Inc. | $95.65 | -13.1% | -32.1% | -42.1% | Stage 4 | 0/7 | -48.02% |
Deep dive
The theme covers firms that produce electricity, move it across high-voltage lines, deliver it to homes and businesses, and supply or distribute natural gas. Constituents include vertically integrated utilities, distribution-only companies, merchant generators, and owners of renewable projects and transmission assets. Revenue models vary from regulated rate-base returns to wholesale market sales and long-term power purchase agreements.
Capital moves into these names because demand for reliable, low-carbon power grows and because utilities and project developers require large, long-lived capital investments. Policy goals for emissions reduction, grid resilience needs after extreme weather, and rising electricity use from electric vehicles and data centers push utilities and developers to add generation, storage and grid upgrades. Funding also flows where long-term contracts, regulated returns or stable cash flows reduce exposure to short-term commodity swings.
The value chain splits into distinct roles. Developers and independent power producers build and own generation assets, including wind, solar, hydro and thermal plants. Regulated utilities own distribution networks and many transmission assets and obtain revenue through tariffed, rate-approved returns. Merchant generators sell into wholesale markets or into corporate and utility contracts. Midstream and gas utilities handle fuel supply and distribution. Project financiers, operators and equipment suppliers provide capital, construction and maintenance services for large grid and generation projects.
Whether the theme continues to attract capital depends on regulation, commodity and interest-rate environments, and execution on construction and permitting. Regulatory decisions set allowed returns and can change the economics of transmission and distribution investments. Changes in commodity prices affect merchant generators and fuel procurement costs for gas utilities. Technology cost trends for renewables and battery storage influence new-build choices, while weather, extreme events and cyber risks test operational resilience. Performance on grid modernization, project completion and contract structures will shape long-term cash flow stability.