Industry ownership intelligence

Utilities - Independent Power Producers insider conviction

Executive and director activity assessed across 3 companies for breadth, transaction quality, clustering, freshness, and directional conviction.

Market dashboardUtilities sectorCompany signalsFiling ledgerData API
30/100

Concentrated distribution

65/100 confidence
Level
Industry
Evidence window
Latest 90 days
Named insiders
24
Latest evidence
4 Aug 2026

Capital positioning read

Concentrated distribution

Priced common-share disposals are concentrated enough to warrant review, but they are not treated as a standalone bearish forecast.

Review exposure and filing context

Evidence in favour

  • Participation spans 24 named insiders rather than one filing source.

Decision risks

  • Qualifying disposal events outnumber acquisitions, although disposals receive a lower directional weight.
Conviction30Concentrated distribution
Confidence65Well supported
Controlled events16directional common-share events
Company breadth3represented companies
Acquisition value$784.3Knormalized amount
Disposal value$21.0Mnormalized amount

Flow regime

Twelve-week filing pressure

Shows the cadence and balance of the full filing tape.

125 May
2301 Jun
108 Jun
615 Jun
022 Jun
129 Jun
006 Jul
113 Jul
020 Jul
027 Jul
1803 Aug
010 Aug
AcquisitionsDisposalsScore 30 · Confidence 65

Relative positioning

Industry peer map

Current score with confidence.

Utilities - Regulated GasConviction accumulation8098 confidence Utilities - Regulated WaterConviction accumulation6986 confidence Multiline UtilitiesAccumulation bias6644 confidence Utilities - Regulated ElectricBalanced insider tape5093 confidence Utilities - RenewableBalanced insider tape4574 confidence Utilities - Independent Power ProducersConcentrated distribution3065 confidence Utilities - DiversifiedConcentrated distribution2242 confidence

Directional balance

Controlled event mix

12.5%acquisition
Acquisition events
2
Disposal events
14
Net value
-$20.2M

Accumulation

Constructive company clusters

No controlled acquisition cluster clears the threshold.

Evidence quality

What the filings represent

Common equity45
Equity compensation4
Options and derivatives0
Other securities2

Decision makers

Role participation

Director26
Other executive14
Finance leadership7
Other or unspecified3
CEO and chair1

Quality controls

Evidence usability

Normalized values
43%
Priced common share
31%
Named insiders
24
Controlled events
16

Auditable evidence

Latest Utilities - Independent Power Producers filings

Showing 31 to 51 of 51.

NRGNRG Energy Inc.
KINNEY, VIRGINIAExec VP, Chief Admin Officer
DisposalEquity compensation
$2.1MContext evidence
NRGNRG Energy Inc.
CHUNG, BRUCEEVP & CFO
DisposalCommon equity
$1.6MDirectional evidence
NRGNRG Energy Inc.
KINNEY, VIRGINIAExec VP, Chief Admin Officer
DisposalCommon equity
$862.0KDirectional evidence
NRGNRG Energy Inc.
CHUNG, BRUCEEVP & CFO
AcquisitionCommon equity
$182.2KDirectional evidence
NRGNRG Energy Inc.
CHUNG, BRUCEEVP & CFO
AcquisitionOther securities
$182.2KContext evidence
NRGNRG Energy Inc.
CHUNG, BRUCEEVP & CFO
DisposalCommon equity
$163.7KDirectional evidence
NRGNRG Energy Inc.
KINNEY, VIRGINIAExec VP, Chief Admin Officer
AcquisitionCommon equity
$130.1KDirectional evidence
NRGNRG Energy Inc.
KINNEY, VIRGINIAExec VP, Chief Admin Officer
AcquisitionOther securities
$130.1KContext evidence
NRGNRG Energy Inc.
KINNEY, VIRGINIAExec VP, Chief Admin Officer
DisposalCommon equity
$90.1KDirectional evidence
VSTVistra Corp.
MONTEMAYOR, MARGARETSVP, Chief Accounting Officer
DisposalCommon equity
$736.0KDirectional evidence
NRGNRG Energy Inc.
CARRILLO, ANTONIODirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
CARTER, MATTHEW JRDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
COX, HEATHERDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
DONOHUE, ELISABETH BDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
FAWAZ, MARWANDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
KAPOOR, SANJAYDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
POURBAIX, ALEXANDER JDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
PRUNER, ALEXANDRADirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
WRIGHT, GLENN TRACYDirector
AcquisitionCommon equity
Not reportedContext evidence
NRGNRG Energy Inc.
ZLOTNIK, MARCIEDirector
AcquisitionCommon equity
Not reportedContext evidence
VSTVistra Corp.
MONTEMAYOR, MARGARETSVP, Chief Accounting Officer
DisposalCommon equity
$824.8KDirectional evidence

Group-level method

Breadth before headline value

Company breadth

A sector or industry score must be supported across companies. One very large filing cannot manufacture broad conviction.

Economic duplicates

Matching company, date, side, security class, share count, and value records are consolidated for the directional calculation.

Evidence hierarchy

Priced common-share activity determines direction. Compensation and derivative records are mapped separately so ownership mechanics remain visible.

Positioning use

The score identifies where insider alignment merits research or where disposal concentration needs review. Price, trend, valuation, and portfolio risk still decide positioning.

Independent market research for education. This classification is not investment advice, a recommendation, a forecast, or an execution instruction.

Evidence context