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 4887 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2023-07-24 23:50 | 2023-07-21 | SO | SOUTHERN CO | Greene Kimberly S, | Officer | SELL | $72.62 | 20,000 | $1,452,400 | 98,659 |
| 2023-07-12 01:38 | 2023-07-10 | SO | SOUTHERN CO | Kuczynski Stephen E | Officer | SELL | $70.58 | 5,000 | $352,900 | 131,284 |
| 2023-06-24 01:16 | 2023-06-21 | VST | Vistra Corp. | Lagacy Julie A. | Director | BUY | $24.84 | 10,000 | $248,400 | 16,923 |
| 2023-06-15 23:18 | 2023-06-14 | NEE | NEXTERA ENERGY INC | Coffey Robert | Officer | SELL | $74.90 | 4,000 | $299,600 | 11,292 |
| 2023-06-15 23:14 | 2023-06-14 | NEE | NEXTERA ENERGY INC | KETCHUM JOHN W | Director, Officer | BUY | $74.26 | 13,600 | $1,009,988 | 184,485 |
| 2023-06-13 23:57 | 2023-06-12 | SO | SOUTHERN CO | Kuczynski Stephen E | Officer | SELL | $71.48 | 5,000 | $357,400 | 136,284 |
| 2023-06-12 23:34 | 2023-06-09 | SO | SOUTHERN CO | FANNING THOMAS A | Director | SELL | $70.76 | 50,000 | $3,538,000 | 844,239 |
| 2023-06-08 18:49 | 2023-06-07 | DTE | DTE ENERGY CO | Muschong Lisa A. | Officer | SELL | $110.41 | 700 | $77,287 | 5,455 |
| 2023-06-08 17:59 | 2023-06-07 | SPRU | SPRUCE POWER HOLDING CORP | LEDECKY JONATHAN J | Director | BUY | $0.80 | 39,689 | $31,854 | 363,710 |
| 2023-06-08 01:26 | 2023-06-05 | SPRU | SPRUCE POWER HOLDING CORP | LEDECKY JONATHAN J | Director | BUY | $0.84 | 11,217 | $9,386 | 324,021 |
| 2023-06-07 22:27 | 2023-06-06 | DTE | DTE ENERGY CO | Myrick Tracy J | Officer | SELL | $109.98 | 585 | $64,338 | 992 |
| 2023-06-07 00:14 | 2023-06-05 | SO | SOUTHERN CO | Poroch David P. | Officer | OPT+S | $70.05 | 10,000 | $700,500 | 28,691 |
| 2023-06-07 00:13 | 2023-06-05 | SO | SOUTHERN CO | Greene Kimberly S, | Officer | SELL | $69.78 | 47,326 | $3,302,408 | 118,659 |
| 2023-06-05 23:49 | 2023-06-02 | IDA | IDACORP INC | Colburn Mitchel D | Officer | SELL | $104.71 | 123 | $12,879 | 593 |
| 2023-06-05 22:42 | 2023-06-01 | SPRU | SPRUCE POWER HOLDING CORP | Tech Eric M. | Director | BUY | $0.81 | 20,000 | $16,200 | 25,000 |
| 2023-06-02 23:43 | 2023-06-01 | SO | SOUTHERN CO | DAVIS MARTIN BERNARD | Officer | SELL | $69.99 | 1,435 | $100,436 | 74,246 |
| 2023-06-02 01:24 | 2023-06-01 | D | DOMINION ENERGY, INC | Leopold Diane | Officer | SELL | $49.16 | 6,250 | $307,251 | 100,115 |
| 2023-06-01 19:53 | 2023-05-31 | SPRU | SPRUCE POWER HOLDING CORP | Hayes Christopher M. | Director | BUY | $0.72 | 15,386 | $11,041 | 432,755 |
| 2023-05-30 23:46 | 2023-05-24 | SPRU | SPRUCE POWER HOLDING CORP | Fong Christian S. | Director, Officer | BUY | $0.74 | 10,150 | $7,511 | 160,000 |
| 2023-05-22 23:16 | 2023-05-19 | ORA | ORMAT TECHNOLOGIES, INC. | STERN STANLEY | Director | OPT+S | $84.45 | 1,918 | $161,968 | 6,037 |
| 2023-05-19 19:55 | 2023-05-18 | SPRU | SPRUCE POWER HOLDING CORP | Miller John P. | Director | BUY | $0.83 | 20,000 | $16,596 | 281,935 |
| 2023-05-19 19:54 | 2023-05-17 | SPRU | SPRUCE POWER HOLDING CORP | Fong Christian S. | Director, Officer | BUY | $0.80 | 50,000 | $39,870 | 1,586,862 |
| 2023-05-11 23:57 | 2023-05-10 | SO | SOUTHERN CO | FANNING THOMAS A | Officer | SELL | $75.16 | 50,000 | $3,758,000 | 847,592 |
| 2023-05-11 23:55 | 2023-05-10 | SO | SOUTHERN CO | Kuczynski Stephen E | Officer | SELL | $74.96 | 5,000 | $374,800 | 141,284 |
| 2023-05-11 23:54 | 2023-05-10 | SO | SOUTHERN CO | Anderson Bryan D | Officer | OPT+S | $75.11 | 27,426 | $2,059,967 | 36,119 |
| 2023-05-10 23:17 | 2023-05-08 | CNP | CENTERPOINT ENERGY INC | Smitherman Barry T | Director | SELL | $30.51 | 5,000 | $152,548 | 21,075 |
| 2023-05-10 00:23 | 2023-05-08 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Kochavatr John Teeruk | Officer | SELL | $51.12 | 3,000 | $153,360 | 15,489 |
| 2023-05-09 23:53 | 2023-05-08 | SO | SOUTHERN CO | Anderson Bryan D | Officer | OPT+S | $75.03 | 9,491 | $712,110 | 36,119 |
| 2023-05-09 23:17 | 2023-05-05 | CNP | CENTERPOINT ENERGY INC | Pound Ted | Director | SELL | $30.50 | 2,770 | $84,485 | 46,541 |
| 2023-05-09 19:08 | 2023-05-08 | BKH | BLACK HILLS CORP /SD/ | Kinzley Richard | Officer | SELL | $65.49 | 10,033 | $657,061 | 36,576 |
| 2023-05-08 22:46 | 2023-05-05 | DTE | DTE ENERGY CO | Chavez JoAnn | Officer | SELL | $113.09 | 4,000 | $452,360 | 14,607 |
| 2023-05-03 18:18 | 2023-05-02 | AEP | AMERICAN ELECTRIC POWER CO INC | Feinberg David Matthew | Officer | SELL | $92.75 | 1,616 | $149,884 | 8,925 |
| 2023-05-03 18:17 | 2023-05-02 | AEP | AMERICAN ELECTRIC POWER CO INC | Beam Christian T | Officer | SELL | $92.75 | 513 | $47,581 | 4,453 |
| 2023-05-03 18:17 | 2023-05-02 | AEP | AMERICAN ELECTRIC POWER CO INC | Akins Nicholas K | Officer | SELL | $92.75 | 10,491 | $973,040 | 125,520 |
| 2023-04-28 23:04 | 2023-04-27 | NEP | XPLR Infrastructure, LP | Kind Peter H | Director | BUY | $56.89 | 1,750 | $99,558 | 32,340 |
| 2023-04-14 03:55 | 2023-04-11 | HNRG | HALLADOR ENERGY CO | HARDIE DAVID C | Director | SELL | $9.33 | 31,166 | $290,632 | 1,978,726 |
| 2023-04-11 23:43 | 2023-04-10 | SO | SOUTHERN CO | Kuczynski Stephen E | Officer | SELL | $71.89 | 5,000 | $359,450 | 146,284 |
| 2023-04-11 23:41 | 2023-04-10 | SO | SOUTHERN CO | FANNING THOMAS A | Officer | SELL | $71.54 | 50,000 | $3,577,000 | 897,592 |
| 2023-04-06 23:12 | 2023-04-05 | PPL | PPL Corp | Crockett John R III | Officer | SELL | $28.00 | 5,500 | $154,000 | 9,161 |
| 2023-04-06 20:44 | 2023-04-05 | EIX | EDISON INTERNATIONAL | Murphy J Andrew | Officer | OPT+S | $72.03 | 22,471 | $1,618,645 | 12,989 |
| 2023-04-05 00:02 | 2023-03-31 | CWEN | Clearway Energy, Inc. | TotalEnergies SE | Director, 10% owner | BUY | $31.15 | 71,980 | $2,242,350 | 172,601 |
| 2023-04-04 23:31 | 2023-03-31 | CWEN | Clearway Energy, Inc. | Global Infrastructure Investors III, LLC | Director, 10% owner | BUY | $31.15 | 71,980 | $2,242,350 | 172,601 |
| 2023-03-28 02:17 | 2023-03-23 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | BUY | $24.05 | 5,000 | $120,250 | 463,899 |
| 2023-03-24 23:15 | 2022-12-09 | SPRU | SPRUCE POWER HOLDING CORP | Tech Eric M. | Director | SELL | $0.89 | 334,849 | $296,475 | 678,632 |
| 2023-03-22 21:23 | 2023-03-21 | AEP | AMERICAN ELECTRIC POWER CO INC | Feinberg David Matthew | Officer | SELL | $91.69 | 3,997 | $366,485 | 11,871 |
| 2023-03-22 21:23 | 2023-03-20 | AEP | AMERICAN ELECTRIC POWER CO INC | Beam Christian T | Officer | SELL | $91.16 | 2,829 | $257,892 | 5,209 |
| 2023-03-21 00:13 | 2023-03-17 | VST | Vistra Corp. | HELM SCOTT B | Director | BUY | $24.72 | 11,000 | $271,920 | 369,201 |
| 2023-03-17 23:59 | 2023-03-15 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | BUY | $24.35 | 13,000 | $316,501 | 458,899 |
| 2023-03-17 23:55 | 2023-03-15 | VST | Vistra Corp. | HELM SCOTT B | Director | BUY | $24.63 | 5,000 | $123,130 | 358,201 |
| 2023-03-15 22:57 | 2023-03-14 | OGE | OGE ENERGY CORP. | HAUSER DAVID L | Director | BUY | $35.09 | 1,000 | $35,089 | 3,000 |
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.