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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-10-30 02:06 | 2025-10-27 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $203.64 | 20,473 | $4,169,122 | 298,967 |
| 2025-10-28 02:20 | 2025-10-23 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $191.79 | 39,213 | $7,520,634 | 297,429 |
| 2025-10-24 00:11 | 2025-10-21 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $188.75 | 21,617 | $4,080,204 | 292,642 |
| 2025-10-21 23:54 | 2025-10-17 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $206.11 | 42,738 | $8,808,939 | 287,859 |
| 2025-10-18 03:39 | 2025-10-15 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $212.28 | 42,718 | $9,068,010 | 282,597 |
| 2025-10-16 04:43 | 2025-10-10 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $204.51 | 84,160 | $17,211,822 | 277,315 |
| 2025-10-14 15:49 | 2025-10-10 | AEP | American Electric Power Company, Inc. | FOWKE BENJAMIN G S III | Director | SELL | $117.52 | 5,000 | $587,600 | 35,898 |
| 2025-10-11 00:56 | 2025-10-08 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $204.62 | 40,961 | $8,381,575 | 269,368 |
| 2025-10-09 03:52 | 2025-10-06 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $204.21 | 42,744 | $8,728,945 | 264,329 |
| 2025-10-06 23:36 | 2025-10-03 | NEE | NEXTERA ENERGY INC | Sieving Charles E | Officer | SELL | $80.00 | 11,336 | $906,880 | 167,481 |
| 2025-10-07 03:53 | 2025-10-02 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $204.44 | 42,742 | $8,738,256 | 259,073 |
| 2025-10-03 17:23 | 2025-10-02 | AEP | American Electric Power Company, Inc. | Ferneau Kelly J | Officer | SELL | $112.00 | 1,006 | $112,672 | 5,676 |
| 2025-10-04 00:40 | 2025-10-01 | HNRG | HALLADOR ENERGY CO | HARDIE DAVID C | Director | SELL | $19.76 | 100,000 | $1,975,960 | 21,072 |
| 2025-10-02 23:07 | 2025-10-01 | NEE | NEXTERA ENERGY INC | Lemasney Mark | Officer | SELL | $77.90 | 808 | $62,943 | 8,459 |
| 2025-10-03 00:41 | 2025-09-30 | OKLO | Oklo Inc. | Cochran Caroline | Director, Officer, 10% owner | SELL | $112.26 | 600,000 | $67,358,100 | 9,780,098 |
| 2025-10-03 00:40 | 2025-09-30 | OKLO | Oklo Inc. | DeWitte Jacob | Director, Officer, 10% owner | SELL | $112.26 | 600,000 | $67,358,100 | 9,502,108 |
| 2025-10-02 23:39 | 2025-09-30 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $197.04 | 39,201 | $7,724,189 | 253,815 |
| 2025-10-01 23:00 | 2025-09-30 | SO | SOUTHERN CO | Anderson Bryan D | Officer | SELL | $93.83 | 6,206 | $582,309 | 51,455 |
| 2025-10-02 04:17 | 2025-09-30 | ORA | ORMAT TECHNOLOGIES, INC. | SHARIR DAFNA | Director | SELL | $96.70 | 981 | $94,863 | 2,257 |
| 2025-10-02 01:57 | 2025-09-29 | HNRG | HALLADOR ENERGY CO | HARDIE DAVID C | Director | SELL | $19.58 | 173,783 | $3,402,567 | 46,072 |
| 2025-10-01 04:57 | 2025-09-29 | ORA | ORMAT TECHNOLOGIES, INC. | Woelfel Jessica | Officer | OPT+S | $94.80 | 5,611 | $531,923 | 3,433 |
| 2025-10-01 04:56 | 2025-09-29 | ORA | ORMAT TECHNOLOGIES, INC. | Blachar Doron | Officer | OPT+S | $94.71 | 14,994 | $1,420,082 | 35,419 |
| 2025-10-01 04:00 | 2025-09-26 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $201.56 | 42,754 | $8,617,419 | 249,016 |
| 2025-10-01 04:56 | 2025-09-26 | ORA | ORMAT TECHNOLOGIES, INC. | STERN STANLEY | Director | OPT+S | $95.56 | 629 | $60,108 | 4,861 |
| 2025-09-29 23:59 | 2025-09-25 | HNRG | HALLADOR ENERGY CO | HARDIE DAVID C | Director | SELL | $19.38 | 112,850 | $2,186,852 | 89,518 |
| 2025-09-26 23:22 | 2025-09-25 | NEE | NEXTERA ENERGY INC | Lemasney Mark | Officer | SELL | $74.90 | 846 | $63,365 | 9,267 |
| 2025-09-27 01:52 | 2025-09-24 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $201.86 | 42,750 | $8,629,459 | 243,770 |
| 2025-09-25 03:36 | 2025-09-22 | OKLO | Oklo Inc. | Klein Michael Stuart | Director, 10% owner | SELL | $133.76 | 50,000 | $6,687,910 | 150,000 |
| 2025-09-25 03:36 | 2025-09-22 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $210.52 | 42,722 | $8,993,908 | 238,520 |
| 2025-09-24 23:04 | 2025-09-22 | HNRG | HALLADOR ENERGY CO | HARDIE DAVID C | Director | SELL | $19.24 | 85,429 | $1,643,406 | 117,731 |
| 2025-09-22 23:51 | 2025-09-18 | ORA | ORMAT TECHNOLOGIES, INC. | Ginzburg Assi | Officer | SELL | $93.31 | 9,343 | $871,795 | 24,482 |
| 2025-09-22 23:50 | 2025-08-21 | ORA | ORMAT TECHNOLOGIES, INC. | Granot David | Director | OPT+S | $92.44 | 199 | $18,395 | 1,641 |
| 2025-09-23 00:19 | 2025-09-18 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $212.34 | 42,726 | $9,072,362 | 233,242 |
| 2025-09-20 01:17 | 2025-09-17 | OKLO | Oklo Inc. | Bealmear Richard Craig | Officer | OPT+S | $94.31 | 100,000 | $9,431,390 | 121,913 |
| 2025-09-18 23:47 | 2025-09-17 | OPTT | Ocean Power Technologies, Inc. | Stratmann Philipp | Director, Officer | BUY | $0.50 | 3,989 | $1,975 | 517,714 |
| 2025-09-19 00:17 | 2025-09-16 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $213.17 | 42,719 | $9,106,409 | 227,968 |
| 2025-09-17 02:06 | 2025-09-12 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $206.32 | 42,736 | $8,817,274 | 222,687 |
| 2025-09-15 23:36 | 2025-09-12 | NEE | NEXTERA ENERGY INC | Lemasney Mark | Officer | SELL | $71.90 | 846 | $60,827 | 10,113 |
| 2025-09-15 20:50 | 2025-09-12 | AEP | American Electric Power Company, Inc. | FOWKE BENJAMIN G S III | Director | SELL | $108.65 | 5,000 | $543,250 | 40,898 |
| 2025-09-13 03:28 | 2025-09-10 | VST | Vistra Corp. | BURKE JAMES A | Director, Officer | OPT+S | $206.26 | 62,666 | $12,925,332 | 217,025 |
| 2025-09-11 19:33 | 2025-09-10 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | POPE MARIA M | Director, Officer | SELL | $42.50 | 18,896 | $803,080 | 194,135 |
| 2025-09-12 00:06 | 2025-09-10 | NRG | NRG ENERGY, INC. | Liyanearachchi Dak | Officer | SELL | $155.00 | 10,672 | $1,654,160 | 48,571 |
| 2025-09-09 23:17 | 2025-09-08 | NEE | NEXTERA ENERGY INC | Dunne Michael | Officer | SELL | $70.79 | 10,000 | $707,900 | 62,064 |
| 2025-09-10 03:15 | 2025-09-05 | OKLO | Oklo Inc. | Goodwin William Carroll Murphy | Officer | SELL | $70.09 | 41,387 | $2,900,902 | 0 |
| 2025-09-02 23:32 | 2025-08-28 | ES | EVERSOURCE ENERGY | Conner Penelope M | Officer | SELL | $64.38 | 3,700 | $238,212 | 7,374 |
| 2025-08-30 01:19 | 2025-08-27 | ORA | ORMAT TECHNOLOGIES, INC. | STERN STANLEY | Director | SELL | $91.99 | 876 | $80,579 | 5,261 |
| 2025-08-28 23:06 | 2025-08-27 | PPL | PPL Corp | Crockett John R III | Officer | SELL | $36.56 | 15,791 | $577,319 | 23,650 |
| 2025-08-28 00:10 | 2025-08-27 | D | DOMINION ENERGY, INC | BLUE ROBERT M | Director, Officer | BUY | $60.35 | 4,152 | $250,557 | 161,237 |
| 2025-08-26 21:09 | 2025-08-22 | ES | EVERSOURCE ENERGY | Keane Loretta D. | BUY | $66.07 | 3,780 | $249,739 | 12,033 | |
| 2025-08-26 19:12 | 2025-08-22 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Bekkedahl Larry Neal | Officer | SELL | $43.00 | 2,000 | $86,000 | 33,670 |
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.