industry intelligence
Measured conclusion
Latest qualified tape
Industry Sentiment Dossier
Utilities - Regulated Electric sentiment intelligence
Company-news tone, narrative breadth, confidence, catalyst concentration and market confirmation examined as separate evidence layers.
Weighted tone52.9Neutral is 50
Constructive but selective
54/100 narrative breadth
76/100 evidence confidence
135 qualified equities from 196 latest records
Executive Evidence Brief
A balanced headline masks a selective company tape
Aggregate tone remains near neutral, so breadth, catalysts and company-level outliers carry more information than the headline score alone.
Evidence that supports the read
Evidence confidence is 76/100 across 135 qualified equities.
Direct company coverage supplies 100% of the measured article set.
Conditions that limit conviction
Only 43% of measured equities have a positive one-week response.
Narrative Breadth
How widely tone is shared
54Breadth
Constructive139.6%
Balanced12189.6%
Cautious10.7%
Score Distribution
Shape of the company tape
0Strong caution
1Cautious
121Balanced
12Constructive
1Strongly constructive
Evidence Quality
Reliability of the read
76/100 group confidence
High confidence86
Usable evidence22
Developing27
2482 relevant story observations across 1317 publisher signals. 100% is direct company evidence.
13-Week Trajectory
Weighted tone and participation
18 May29 Jun10 Aug
Weighted toneNarrative breadthNeutral 50
The path uses a fixed quality sample of up to 135 current constituents to keep the historical query reproducible. Earlier observations are not rewritten by later headlines.
Market Confirmation
How price is responding to the news tape
Price response is a diagnostic cross-check. It does not alter the sentiment score, so agreement and disagreement remain visible.
Internal Leadership
Country map
13 thin groups are withheld because they contain fewer than 5 qualified securities.
Narrative Dispersion
Parent-sector context
Strongest tone
Utilities52.9135 equities · 76/100 confidenceWeakest tone
Utilities52.9135 equities · 76/100 confidencePeer Comparison
Where this read sits in the ranked tape
Oil & Gas Integrated57.070/100 confidence · 102 equitiesDiscount Stores56.575/100 confidence · 50 equitiesHealthcare Plans55.778/100 confidence · 34 equitiesBanks - Diversified55.775/100 confidence · 123 equitiesSoftware - Infrastructure52.666/100 confidence · 612 equitiesUtilities - Regulated Gas52.659/100 confidence · 122 equitiesUtilities - Regulated Electric52.567/100 confidence · 196 equitiesMarine Shipping52.562/100 confidence · 266 equitiesCapital Markets52.466/100 confidence · 465 equitiesDiversified Telecommunication Services50.056/100 confidence · 1 equitiesCoking Coal49.961/100 confidence · 31 equitiesInsurance49.072/100 confidence · 2 equitiesSoftware41.082/100 confidence · 1 equities
Catalyst Lens
What is moving the narrative
Market update9268.1% of equities · tone 52.6
Earnings3425.2% of equities · tone 52.3
Deals and strategy32.2% of equities · tone 59.5
Regulatory and legal21.5% of equities · tone 59.3
Analyst action21.5% of equities · tone 57.5
Guidance10.7% of equities · tone 57.0
Capital return10.7% of equities · tone 54.0
Publisher Lens
Where the latest observations came from
TradingView2518.5% of equities · tone 51.1
MarketBeat1611.9% of equities · tone 52.9
finance.yahoo.com107.4% of equities · tone 57.1
simplywall.st107.4% of equities · tone 54.1
Market source75.2% of equities · tone 53.6
Stock Titan64.4% of equities · tone 50.1
Yahoo! Finance Canada53.7% of equities · tone 51.9
PR Newswire43.0% of equities · tone 51.5
Positioning Lens
What deserves attention
Score rank#58among 157 measured industries
Parent spread+0.8versus Utilities
Cross-company dispersion3.7higher values mean a less uniform tape
Security Evidence
The equities behind the read
Constructive leaders
PCG66
PG&E Corporation
Positive news being faded · -3.2% 1W
Market update · 24/100 confidence · 2 direct storiesD1OM3463
Dominion Energy, Inc.
Balanced read · +0.0% 1W
Deals and strategy · 66/100 confidence · 4 direct storiesN1GG3461
National Grid plc
Balanced read · +0.6% 1W
Regulatory and legal · 66/100 confidence · 5 direct storiesNNGF61
National Grid plc
Balanced read · +0.6% 1W
Market update · 61/100 confidence · 3 direct storiesNEXT3461
NextEra Energy, Inc.
Positive news being faded · -2.5% 1W
Deals and strategy · 56/100 confidence · 3 direct storiesENA61
Endesa, S.A.
Balanced read · +3.1% 1W
Analyst action · 21/100 confidence · 2 direct storiesRED60
Redeia Corporación, S.A.
Balanced read · +0.8% 1W
Market update · 65/100 confidence · 6 direct storiesXEL58
Xcel Energy Inc
Balanced read · -0.2% 1W
Market update · 90/100 confidence · 39 direct storiesCautious laggards
A1EP3441
American Electric Power Company, Inc.
Caution confirmed by price · -9.3% 1W
Earnings · 48/100 confidence · 2 direct storiesCEPU46
Central Puerto S.A.
Price moving ahead of tone · -7.8% 1W
Market update · 76/100 confidence · 11 direct storiesAEP47
American Electric Power Company, Inc.
Balanced read · +0.0% 1W
Market update · 84/100 confidence · 13 direct storiesPrice moving ahead of tone · -4.5% 1W
Earnings · 81/100 confidence · 11 direct storiesPEG47
Public Service Enterprise Group Incorporated
Price moving ahead of tone · -5.0% 1W
Market update · 75/100 confidence · 20 direct storiesES48
Eversource Energy
Balanced read · +1.0% 1W
Earnings · 90/100 confidence · 34 direct storiesCEPU48
Central Puerto S.A.
Price moving ahead of tone · -8.4% 1W
Earnings · 80/100 confidence · 25 direct storiesELPC49
Companhia Paranaense de Energia - COPEL
Balanced read · -1.5% 1W
Market update · 84/100 confidence · 17 direct storiesAttention leaders
DTE51
DTE Energy Company
Balanced read · +0.9% 1W
Market update · 75/100 confidence · 60 direct storiesCNP58
CenterPoint Energy Inc
Price moving ahead of tone · -5.7% 1W
Market update · 75/100 confidence · 60 direct storiesFTS55
Fortis Inc
Balanced read · -3.1% 1W
Market update · 75/100 confidence · 59 direct storiesLNT52
Alliant Energy Corp
Balanced read · +0.2% 1W
Earnings · 76/100 confidence · 58 direct storiesNEE54
Nextera Energy Inc
Balanced read · -3.2% 1W
Market update · 76/100 confidence · 57 direct storiesFE56
FirstEnergy Corporation
Balanced read · -3.2% 1W
Earnings · 75/100 confidence · 55 direct storiesDUK56
Duke Energy Corporation
Balanced read · -3.9% 1W
Market update · 76/100 confidence · 54 direct storiesWEC55
WEC Energy Group Inc
Price moving ahead of tone · -5.5% 1W
Earnings · 75/100 confidence · 54 direct storiesLatest Evidence Ledger
Recent company-level observations
CMS51
Vistra Q2 Earnings Beat Estimates on Pricing and Lotus, Revenues Miss
finance.yahoo.com · Earnings · Balanced read
90/100 confidence · 100% direct evidenceES48
Wedge Capital Management L L P NC Increases Stock Position in Eversource Energy $ES
MarketBeat · Earnings · Balanced read
90/100 confidence · 100% direct evidenceNEE55
NextEra Energy Moves to Acquire Dominion Energy
The Globe and Mail · Market update · Balanced read
74/100 confidence · 100% direct evidenceETR56
Tema ETFs LLC Grows Stock Position in Entergy Corporation $ETR
MarketBeat · Earnings · Balanced read
90/100 confidence · 100% direct evidenceXEL58
Tema ETFs LLC Acquires 59,458 Shares of Xcel Energy Inc. $XEL
MarketBeat · Market update · Balanced read
90/100 confidence · 100% direct evidenceNTPC52
Buy NTPC; target of Rs 419: Geojit Financial Services
Moneycontrol.com · Earnings · Balanced read
67/100 confidence · 100% direct evidenceCEPU46
Central Puerto (NYSE:CEPU) Announces Earnings Results
MarketBeat · Market update · Price moving ahead of tone
76/100 confidence · 100% direct evidenceCEPU48
Central Puerto (NYSE:CEPU) Announces Earnings Results
MarketBeat · Earnings · Price moving ahead of tone
80/100 confidence · 100% direct evidenceIMSR55
Terrestrial Energy Inc. Q2 2026 Earnings Call Summary
Moby · Market update · Price moving ahead of tone
91/100 confidence · 100% direct evidencePNW52
Pinnacle West VP Blankenship sells $97,181 in common stock
Investing.com · Earnings · Balanced read
91/100 confidence · 100% direct evidenceNEE55
Is NextEra Energy (NEE) Undervalued Following Its Paducah Data Center Project?
simplywall.st · Market update · Price moving ahead of tone
83/100 confidence · 100% direct evidencePOR54
Portland General Electric (POR) Could Be 8% Below Fair Value After Mixed Earnings
simplywall.st · Earnings · Balanced read
87/100 confidence · 100% direct evidenceD57
Virginia data center boom pushes Dominion deeper into costly power market
1470 & 100.3 WMBD · Deals and strategy · Balanced read
92/100 confidence · 100% direct evidenceELPC49
Companhia Paranaense de Energia (ELPC) okays R$4B Copel GeT funding guarantees
Stock Titan · Market update · Balanced read
84/100 confidence · 100% direct evidenceDUKB3458
Duke Energy and Piedmont Natural Gas urge everyone to call 811 before digging
finance.yahoo.com · Market update · Balanced read
76/100 confidence · 100% direct evidenceNGG55
Vinson & Elkins Makes Major London Push With Energy M&A Heavyweight Michael Burns
finance.yahoo.com · Market update · Balanced read
88/100 confidence · 100% direct evidenceNGG57
Vinson & Elkins Makes Major London Push With Energy M&A Heavyweight Michael Burns
finance.yahoo.com · Market update · Balanced read
82/100 confidence · 100% direct evidenceN1GG3461
Vinson & Elkins Makes Major London Push With Energy M&A Heavyweight Michael Burns
finance.yahoo.com · Regulatory and legal · Balanced read
66/100 confidence · 100% direct evidenceReproducible Method
How to read this dossier
The score measures the polarity of qualified published news after relevance, source quality, event importance and freshness weighting. It is centred at 50.
Breadth measures how widely constructive or cautious classifications are shared. A few extreme equities cannot create broad participation.
Confidence measures sample depth, direct-company coverage, publisher diversity, freshness and agreement. It is intentionally separate from direction.
Completed weekly price data tests whether the market confirms, rejects or absorbs the narrative. Price never feeds back into the sentiment score.
Unqualified ticker records are excluded, and subgroup maps require at least five qualified securities. Thin slices are disclosed instead of ranked.
This is a current evidence classification, not a forecast, target, recommendation or measure of investor positioning.