77 stocks · 0 setups today · as of Nov 6, 2026
| Stock | Industry | Tier | Watchlist | |||||
|---|---|---|---|---|---|---|---|---|
 GEVGE Vernova Inc. | — | +0.47% | $774.11 | 32 | $206.17B | Power Generation Equipment | Major | |
 NEENextEra Energy, Inc. | — | -1.47% | $86.95 | 59 | $181.36B | Electric & Multi-Utilities | Major | |
 ETNEaton Corporation plc | — | +4.50% | $341.72 | 38 | $132.69B | Electrical Equipment | Core | |
 SOThe Southern Company | — | -1.07% | $92.34 | 61 | $104.09B | Electric & Multi-Utilities | Major | |
 DUKDuke Energy Corporation | — | -1.77% | $127.78 | 67 | $99.62B | Electric & Multi-Utilities | Major | |
 CEGConstellation Energy Corporation | — | +4.30% | $249.95 | 40 | $89.76B | Independent Power Producers | Core | |
 NGGNational Grid plc | — | -3.22% | $83.15 | 61 | $82.74B | Electric & Multi-Utilities | Major | |
 PWRQuanta Services, Inc. | — | +6.25% | $540.90 | 38 | $81.17B | Engineering & Construction | Core | |
 VRTVertiv Holdings Co | — | +3.47% | $182.86 | 19 | $70.4B | Electrical Equipment | Major | |
 AEPAmerican Electric Power Company, Inc. | — | -0.19% | $126.53 | 56 | $68.85B | Electric & Multi-Utilities | Major | |
 DDominion Energy, Inc. | — | -1.49% | $68.60 | 72 | $60.34B | Electric & Multi-Utilities | Major | |
 SOMNThe Southern Company | — | +1.15% | $48.26 | 56 | $55.06B | Electric & Multi-Utilities | Major | |
 ETREntergy Corporation | — | +0.23% | $110.55 | 63 | $51.59B | Electric & Multi-Utilities | Major | |
 SRESempra | — | -2.08% | $78.17 | 41 | $51.1B | Electric & Multi-Utilities | Major | |
 BEBloom Energy Corporation | — | +3.41% | $173.24 | 27 | $51.02B | Hydrogen & Fuel Cells | Major | |
 XELXcel Energy Inc. | — | -0.86% | $79.68 | 63 | $49.74B | Electric & Multi-Utilities | Major | |
 EXCExelon Corporation | — | -1.96% | $45.62 | 61 | $46.68B | Electric & Multi-Utilities | Major | |
 VSTVistra Corp. | — | +10.55% | $124.80 | 33 | $42.08B | Independent Power Producers | Core | |
 WECWEC Energy Group, Inc. | — | -2.07% | $115.87 | 70 | $37.74B | Electric & Multi-Utilities | Major | |
 PEGPublic Service Enterprise Group Incorporated | — | -0.67% | $72.61 | 50 | $36.18B | Electric & Multi-Utilities | Major | |
 PCGPG&E Corporation | — | -1.97% | $12.97 | 34 | $34.76B | Electric & Multi-Utilities | Major | |
 AEEAmeren Corporation | — | +0.04% | $112.85 | 67 | $31.23B | Electric & Multi-Utilities | Major | |
 FTSFortis Inc. | — | -1.77% | $60.10 | 75 | $30.6B | Electric & Multi-Utilities | Major | |
 DTEDTE Energy Company | — | +0.16% | $135.08 | 52 | $28.11B | Electric & Multi-Utilities | Major | |
 PPLPPL Corporation | — | -0.56% | $35.80 | 58 | $26.94B | Electric & Multi-Utilities | Major | |
 FEFirstEnergy Corp. | — | -1.42% | $46.43 | 57 | $26.87B | Electric & Multi-Utilities | Major | |
 CNPCenterPoint Energy, Inc. | — | +1.73% | $40.66 | 57 | $26.78B | Electric & Multi-Utilities | Major | |
 EIXEdison International | — | -2.48% | $59.37 | 47 | $22.85B | Electric & Multi-Utilities | Major | |
 HUBBHubbell Incorporated | — | +2.55% | $429.45 | 44 | $22.69B | Electrical Equipment | Core | |
 CMSCMS Energy Corporation | — | -2.12% | $69.18 | 53 | $21.69B | Electric & Multi-Utilities | Major | |
 NINiSource Inc | — | -0.65% | $44.15 | 59 | $21.17B | Electric & Multi-Utilities | Major | |
 EVRGEvergy, Inc. | — | +0.15% | $87.54 | 73 | $20.18B | Electric & Multi-Utilities | Major | |
 LNTAlliant Energy Corporation | — | -1.05% | $72.67 | 66 | $18.77B | Electric & Multi-Utilities | Major | |
 NRGNRG Energy, Inc. | — | +9.61% | $88.29 | 19 | $18.63B | Independent Power Producers | Major | |
 NVTnVent Electric plc | — | +7.97% | $106.22 | 26 | $17.18B | Electrical Equipment | Major | |
 TLNTalen Energy Corporation | — | +7.09% | $338.64 | 59 | $15.37B | Independent Power Producers | Core | |
 MTZMasTec, Inc. | — | +9.54% | $174.10 | 15 | $13.76B | Engineering & Construction | Major | |
 PNWPinnacle West Capital Corporation | — | +0.38% | $104.22 | 69 | $12.63B | Electric & Multi-Utilities | Major | |
 SREASempra | — | +0.43% | $18.88 | 46 | $12.33B | Electric & Multi-Utilities | Major | |
 AESThe AES Corporation | — | -0.13% | $14.87 | 61 | $10.6B | Independent Power Producers | Major | |
 OGEOGE Energy Corp. | — | -0.35% | $50.64 | 73 | $10.46B | Electric & Multi-Utilities | Major | |
 GNRCGenerac Holdings Inc. | — | +2.58% | $176.78 | 34 | $10.41B | Power Generation Equipment | Major | |
 BEPBrookfield Renewable Partners L.P. | — | +1.63% | $31.14 | 56 | $9.53B | Renewable Power Producers | Major | |
 IDAIDACORP, Inc. | — | -0.42% | $146.55 | 69 | $8.12B | Electric & Multi-Utilities | Major | |
 VMIValmont Industries, Inc. | — | +1.57% | $404.31 | 34 | $7.81B | Tools & Metal Products | Major | |
 ACAArcosa, Inc. | — | +0.08% | $149.15 | 78 | $7.32B | Cement & Aggregates | Major | |
 BKHBlack Hills Corporation | — | +0.28% | $84.87 | 84 | $6.46B | Electric & Multi-Utilities | Major | |
 ESEESCO Technologies Inc. | — | +2.05% | $230.41 | 31 | $5.97B | Defense Contractors | Major | |
 ORAOrmat Technologies, Inc. | — | -1.16% | $91.90 | 39 | $5.65B | Renewable Power Producers | Major | |
 PORPortland General Electric Company | — | -0.13% | $45.95 | 47 | $5.32B | Electric & Multi-Utilities | Major | |
 POWLPowell Industries, Inc. | — | +6.44% | $133.12 | 20 | $4.85B | Electrical Equipment | Core | |
 ITRIItron, Inc. | — | -1.03% | $98.44 | 77 | $4.31B | Electronic Components & EMS | Core | |
 MYRGMYR Group Inc. | — | +6.62% | $262.91 | 33 | $4.09B | Engineering & Construction | Core | |
 ECGEverus Construction Group, Inc. | — | +5.74% | $76.60 | 16 | $3.91B | Engineering & Construction | Major | |
 MDUMDU Resources Group, Inc. | — | +0.54% | $18.63 | 47 | $3.89B | Electric & Multi-Utilities | Major | |
 AGXArgan, Inc. | — | +6.24% | $277.50 | 13 | $3.89B | Engineering & Construction | Major | |
 TACTransAlta Corporation | — | -0.84% | $13.01 | 69 | $3.87B | Independent Power Producers | Core | |
 PRIMPrimoris Services Corporation | — | +9.81% | $65.40 | 20 | $3.55B | Engineering & Construction | Major | |
 SEISolaris Energy Infrastructure, Inc. | — | +14.28% | $57.77 | 60 | $3.54B | Equipment & Vehicle Rental | Major | |
 KENKenon Holdings Ltd. | — | -0.71% | $57.44 | 30 | $2.99B | Independent Power Producers | Core | |
 SXIStandex International Corporation | — | -1.86% | $228.36 | 36 | $2.77B | Electronic Components & EMS | Major | |
 CTRICenturi Holdings, Inc. | — | +9.22% | $20.37 | 30 | $2.06B | Engineering & Construction | Major | |
 LBRTLiberty Energy Inc. | — | +5.37% | $11.96 | 11 | $1.95B | Oilfield Services & Drilling | Major | |
 BKVBKV Corporation | — | -2.99% | $17.55 | 18 | $1.92B | Oil & Gas Producers | Major | |
 CEPUCentral Puerto S.A. | — | +1.63% | $9.96 | 23 | $1.49B | Independent Power Producers | Major | |
 PLPCPreformed Line Products Company | — | +3.95% | $261.98 | 29 | $1.28B | Electrical Equipment | Core | |
 AMSCAmerican Superconductor Corporation | — | -2.46% | $23.39 | 22 | $1.13B | Electrical Equipment | Core | |
 FRMIFermi Inc. Common Stock | — | +2.61% | $1.57 | 3 | $1B | Digital Infrastructure REITs | Major | |
 WLDNWilldan Group, Inc. | — | -6.53% | $66.22 | 34 | $1B | Engineering & Construction | Major | |
 PUMPProPetro Holding Corp. | — | +6.32% | $6.39 | 12 | $784M | Oilfield Services & Drilling | Major | |
 NPKINPK International Inc. | — | +0.23% | $8.64 | 17 | $730M | Equipment & Vehicle Rental | Major | |
 FLNCFluence Energy, Inc. | — | +3.43% | $5.27 | 8 | $693M | Batteries & Energy Storage | Major | |
 BWBabcock & Wilcox Enterprises, Inc. | — | +4.84% | $3.25 | 6 | $484M | Power Generation Equipment | Major | |
 HNRGHallador Energy Company | — | +7.91% | $10.10 | 17 | $476M | Independent Power Producers | Core | |
 MTRXMatrix Service Company | — | +11.83% | $9.64 | 37 | $271M | Engineering & Construction | Major | |
 NPWRNET Power Inc. | — | +5.76% | $0.81 | 8 | $72M | Independent Power Producers | Major | |
 HVIIHennessy Capital Investment Corp. VII | — | -4.32% | $1.33 | 1 | $35M | Independent Power Producers | — |
Power Grid Stocks -14.1%SPY -4.9%
Equal-weight return of the theme's stocks from the range start, against SPY. Daily market data.
| Window | Theme | SPY | vs SPY |
|---|---|---|---|
| Today | +1.9% | +0.3% | +1.5% |
| 5D | -4.5% | -2.2% | -2.3% |
| 1M | -8.3% | -5.0% | -3.3% |
| 3M | -14.1% | -4.9% | -9.2% |
| 6M | -19.9% | -0.3% | -19.5% |
| YTD | -3.0% | +7.8% | -10.9% |
| 1Y | -8.3% | +7.9% | -16.2% |
Electrical equipment, grid contractors, regulated utilities, and distributed energy companies modernizing the US power system.
Research US power grid, utility, electrification, electrical equipment, and energy technology stocks tied to AI data centers, grid modernization, and rising electricity demand.
77 US-listed stocks, placed in this theme by our own classification of each company's business. Setups come from the same chart-pattern engine as the breakout page and update after the close.
After years of flat demand, investors are repricing companies tied to power availability.
Power was treated as a slow-growth utility story for years. That has changed. Data centers, reshoring, electrification, and aging infrastructure are forcing new investment into generation, transmission, substations, switchgear, and grid controls.
The result is a broader investable theme: not just utilities, but equipment makers, contractors, power producers, and distributed energy companies with direct exposure to the buildout.
Utilities, power producers, and equipment suppliers do not trade on the same drivers.
A regulated utility is not the same trade as an electrical equipment compounder or a transmission contractor. Utilities may offer visible earnings and dividends but carry rate sensitivity. Equipment companies can show stronger margins and growth. Contractors need backlog quality and execution discipline.
Use the table to compare growth, leverage, returns, and valuation before treating the whole group as one power trade.
The demand tailwind is real, but capital intensity can still punish weak execution.
Grid investment is a long-duration theme, but investors still need discipline. Utilities can be hurt by rates or unfavorable regulation. Contractors can lose money on poorly priced projects. Equipment suppliers can derate if backlog growth slows after a strong ordering cycle.
The best candidates combine visible demand, manageable leverage, pricing power, and execution history.
Power grid stocks include utilities, independent power producers, electrical equipment makers, engineering firms, contractors, metering companies, storage providers, and distributed power businesses tied to generation, transmission, distribution, and grid modernization.
AI data centers require large, reliable power commitments. That can increase demand for generation, transmission, substations, switchgear, backup power, and grid services, creating revenue opportunities beyond the data center operators themselves.
Both. Regulated utilities often behave defensively and pay dividends, while electrical equipment, construction, and distributed power names can behave more like industrial growth stocks.
For utilities, watch dividend yield, debt, rate base growth, allowed returns, earnings stability, and valuation. Leverage and interest rates matter more here than in asset-light software or technology themes.
Market cap, revenue growth, leverage, margins, dividend yield, free cash flow, and recent returns are useful starting points because this theme mixes utilities, power producers, contractors, and industrial suppliers.
The biggest risks are rate sensitivity, regulatory outcomes, permitting delays, project cost overruns, and overpaying for equipment stocks after a strong backlog cycle.