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Sector Analysis

Electric Services

Standard Industrial Classification: SIC 4911

Industry Insider Sentiment Analysis

The Electric Services sector (SIC 4911) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2026-08-21 18:13 2026-08-19 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $9.76 313,000 $3,054,880 4,869,284
2026-08-20 21:06 2026-08-18 PAM Pampa Energy Inc. Mindlin Marcos Marcelo Director, 10% owner BUY $3.34 1,299,925 $4,342,789 21,355,592
2026-08-19 20:43 2026-08-17 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director BUY $9.70 12,800 $124,160 13,950,619
2026-08-19 20:43 2026-08-17 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $9.71 33,200 $322,395 4,911,984
2026-08-18 20:27 2026-08-17 CNP CENTERPOINT ENERGY INC Fitch Laurie Lee Director BUY $40.70 1,000 $40,700 12,395
2026-08-17 20:47 2026-08-17 AXIA AXIA Energia S.A. Corso Matte Ana Silvia Director BUY $9.73 3,000 $29,190 4,000
2026-08-14 14:27 2026-08-12 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $9.63 45,000 $433,350 4,914,784
2026-08-13 21:23 2026-08-11 CEG Constellation Energy Corp CRANDALL ROGER W Director BUY $278.62 1,500 $417,931 1,693
2026-08-12 15:24 2026-08-10 OTTR Otter Tail Corp KNUTSON PAUL L Officer SELL $94.01 725 $68,159 0
2026-08-12 14:10 2026-08-10 AXIA AXIA Energia S.A. Corso Matte Ana Silvia Director BUY $9.86 1,100 $10,846 18,605
2026-08-12 00:04 2026-08-07 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director BUY $10.25 85,200 $873,300 4,543,319
2026-08-12 00:04 2026-08-07 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $10.27 136,200 $1,398,570 4,920,884
2026-08-11 23:35 2026-08-07 PNW PINNACLE WEST CAPITAL CORP Esparza Jose Luis Jr SELL $102.01 1,800 $183,618 4,910
2026-08-11 23:42 2026-08-10 PNW PINNACLE WEST CAPITAL CORP Blankenship Elizabeth A Officer SELL $99.17 980 $97,182 10,886
2026-08-11 17:32 2026-08-07 OTTR Otter Tail Corp KNUTSON PAUL L Officer SELL $93.11 3,500 $325,885 21,495
2026-08-07 19:00 2026-08-06 SO SOUTHERN CO Spainhour Sterling A Jr. Officer SELL $94.02 3,333 $313,369 35,219
2026-08-06 22:08 2026-08-06 ETR ENTERGY CORP /DE/ Ropp Ralph Lewis Director BUY $106.08 1,000 $106,075 3,423
2026-08-05 20:05 2026-08-03 OKLO Oklo Inc. DeWitte Jacob Director, Officer, 10% owner SELL $40.87 120,000 $4,904,400 549,479
2026-08-05 20:06 2026-08-03 OKLO Oklo Inc. Cochran Caroline Director, Officer, 10% owner SELL $40.87 120,000 $4,904,400 516,483
2026-08-05 20:07 2026-08-03 OKLO Oklo Inc. Bealmear Richard Craig Officer OPT+S $38.80 16,452 $638,338 450,332
2026-08-04 14:30 2026-08-03 SO SOUTHERN CO Kim Matthew M. Officer SELL $94.28 100 $9,428 6,488
2026-07-31 20:24 2026-07-30 ETR ENTERGY CORP /DE/ CHAPMAN JASON Officer OPT+S $109.06 9,447 $1,030,290 17,176
2026-07-28 22:42 2026-07-27 POR PORTLAND GENERAL ELECTRIC CO /OR/ Lewis Michael A Director SELL $51.83 1,537 $79,663 15,045
2026-07-18 00:24 2026-07-15 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director BUY $9.67 200,000 $1,934,000 4,927,884
2026-07-17 21:57 2026-07-15 NRG NRG ENERGY, INC. Kinney Virginia Officer SELL $140.64 11,145 $1,567,433 33,966
2026-07-15 20:01 2026-07-14 HNRG HALLADOR ENERGY CO Sugg Barbara Ann Director BUY $17.13 5,000 $85,649 5,000
2026-07-15 20:05 2026-07-13 EIX EDISON INTERNATIONAL Taylor Peter J. Director SELL $75.40 500 $37,700 33,712
2026-07-10 20:42 2026-07-09 HNRG HALLADOR ENERGY CO Hudson Daniel Timothy Director BUY $16.58 5,000 $82,913 20,000
2026-07-10 15:40 2026-07-08 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $10.04 293,200 $2,943,728 4,464,519
2026-07-08 18:27 2026-07-01 PAM Pampa Energy Inc. Mindlin Marcos Marcelo Director, 10% owner SELL $3.48 3,002,000 $10,433,451 20,055,667
2026-07-07 20:47 2026-07-03 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $10.38 255,800 $2,655,204 4,535,519
2026-07-06 20:14 2026-07-01 OKLO Oklo Inc. Bealmear Richard Craig Officer OPT+S $52.63 16,321 $858,974 444,557
2026-07-06 21:41 2026-07-01 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director BUY $10.26 362,600 $3,721,037 4,823,184
2026-07-06 21:41 2026-07-01 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $10.24 800,000 $8,189,760 4,504,719
2026-07-02 20:05 2026-07-01 OKLO Oklo Inc. Cochran Caroline Director, Officer, 10% owner SELL $52.93 200,000 $10,585,600 536,483
2026-07-02 20:06 2026-07-01 OKLO Oklo Inc. DeWitte Jacob Director, Officer, 10% owner SELL $52.93 200,000 $10,585,600 569,479
2026-07-02 22:26 2026-07-01 ORA ORMAT TECHNOLOGIES, INC. Willis Aron John Officer OPT+S $106.64 451 $48,095 1,361
2026-07-02 21:31 2026-06-16 ELPC ENERGY CO OF PARANA de Abreu Marco Antonio Villela Director SELL $2.94 32,490 $95,459 63,546
2026-07-02 18:00 2026-07-01 SO SOUTHERN CO Kim Matthew M. Officer SELL $95.77 100 $9,577 6,588
2026-07-01 21:37 2026-06-29 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $10.55 478,900 $5,052,395 4,649,910
2026-07-01 01:05 2026-06-29 HNRG HALLADOR ENERGY CO Hudson Daniel Timothy Director BUY $16.94 10,000 $169,400 15,000
2026-06-29 20:35 2026-06-26 PAM Pampa Energy Inc. Mindlin Marcos Marcelo Director, 10% owner BUY $3.37 287,916 $969,125 23,057,667
2026-06-26 20:37 2026-06-25 ETR ENTERGY CORP /DE/ COOK-NELSON KIMBERLY Officer SELL $115.00 5,000 $575,000 30,770
2026-06-26 20:45 2026-06-24 PAM Pampa Energy Inc. Mindlin Marcos Marcelo Director, 10% owner BUY $3.36 1,122,778 $3,770,738 22,769,751
2026-06-25 17:55 2026-06-24 HNRG HALLADOR ENERGY CO Hudson Daniel Timothy Director BUY $17.30 5,000 $86,520 5,000
2026-06-23 20:23 2026-06-18 VST Vistra Corp. Acosta Arcilia Director SELL $167.52 15,000 $2,512,800 32,607
2026-06-23 20:24 2026-06-18 VST Vistra Corp. SULT JOHN R Director SELL $170.00 6,500 $1,105,000 70,714
2026-06-22 15:33 2026-06-17 AXIA AXIA Energia S.A. Batista de Lima Filho Pedro Director SELL $10.16 460,000 $4,673,600 4,895,110
2026-06-19 00:19 2026-06-15 SPRU SPRUCE POWER HOLDING CORP Norling Jonathan McWhinnie Officer SELL $2.84 15,000 $42,540 403,252
2026-06-18 20:38 2026-06-16 VST Vistra Corp. HELM SCOTT B Director SELL $160.00 25,000 $4,000,000 232,200
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Electric Services sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (4911) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Electric Services

Every transaction in the Electric Services industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.