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 4883 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-02-25 00:27 | 2025-02-21 | ETR | ENTERGY CORP /DE/ | May Phillip R Jr | OPT+S | $85.28 | 35,184 | $3,000,492 | 26,566 | |
| 2025-02-22 00:25 | 2025-02-20 | CEG | Constellation Energy Corp | Bauer Matthew N | Officer | SELL | $310.40 | 4,000 | $1,241,581 | 6,587 |
| 2025-02-22 00:24 | 2025-02-20 | ES | EVERSOURCE ENERGY | FORRY LINDA DORCENA | SELL | $63.05 | 1,000 | $63,050 | 10,995 | |
| 2025-02-22 00:04 | 2025-02-20 | ETR | ENTERGY CORP /DE/ | VIAMONTES ELIECER | OPT+S | $85.62 | 21,142 | $1,810,178 | 6,924 | |
| 2025-02-21 02:03 | 2025-02-19 | ES | EVERSOURCE ENERGY | Williams Frederica M | SELL | $62.26 | 3,092 | $192,508 | 22,671 | |
| 2025-02-21 02:00 | 2025-02-18 | ES | EVERSOURCE ENERGY | FORRY LINDA DORCENA | SELL | $60.76 | 2,092 | $127,110 | 11,995 | |
| 2025-02-21 00:28 | 2025-02-18 | NEE | NEXTERA ENERGY INC | May James Michael | Officer | SELL | $68.09 | 2,383 | $162,258 | 27,427 |
| 2025-02-21 00:18 | 2025-02-19 | ETR | ENTERGY CORP /DE/ | Brown Marcus V | Officer | OPT+S | $87.06 | 157,694 | $13,728,840 | 31,930 |
| 2025-02-21 00:00 | 2025-02-19 | SO | SOUTHERN CO | Cummiskey Christopher | Officer | SELL | $86.00 | 944 | $81,184 | 34,837 |
| 2025-02-20 21:33 | 2025-02-19 | DTE | DTE ENERGY CO | Myrick Tracy J | Officer | SELL | $129.92 | 1,014 | $131,739 | 3,437 |
| 2025-02-20 21:29 | 2025-02-19 | DTE | DTE ENERGY CO | Paul Matthew T. | Officer | SELL | $129.56 | 3,801 | $492,458 | 6,951 |
| 2025-02-20 00:10 | 2025-02-18 | PPL | PPL Corp | Bonenberger David J | Officer | SELL | $33.86 | 4,523 | $153,149 | 45,414 |
| 2025-02-20 00:09 | 2025-02-18 | PPL | PPL Corp | Henninger Tadd J | Officer | SELL | $33.86 | 2,248 | $76,117 | 11,259 |
| 2025-02-19 19:34 | 2025-02-18 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Felton Benjamin | Officer | SELL | $41.32 | 575 | $23,759 | 37,282 |
| 2025-02-19 19:26 | 2025-02-18 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Trpik Joseph R JR | Officer | SELL | $41.32 | 1,375 | $56,815 | 31,960 |
| 2025-02-19 19:08 | 2025-02-18 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Espinosa Maria Angelica | Officer | SELL | $41.32 | 2,618 | $108,176 | 21,014 |
| 2025-02-14 18:35 | 2025-02-13 | POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Espinosa Maria Angelica | Officer | SELL | $41.90 | 2,199 | $92,138 | 24,839 |
| 2025-02-13 02:30 | 2025-02-11 | SO | SOUTHERN CO | Peoples James Jeffrey | Officer | SELL | $86.00 | 14,540 | $1,250,440 | 13,236 |
| 2025-02-06 00:06 | 2025-02-03 | PPL | PPL Corp | Bonenberger David J | Officer | SELL | $33.38 | 17,178 | $573,402 | 45,414 |
| 2025-02-06 00:04 | 2025-02-03 | PPL | PPL Corp | Henninger Tadd J | Officer | SELL | $33.38 | 7,745 | $258,528 | 11,259 |
| 2025-02-06 00:00 | 2025-02-04 | SO | SOUTHERN CO | Cummiskey Christopher | Officer | SELL | $83.32 | 837 | $69,739 | 22,502 |
| 2025-01-30 00:15 | 2025-01-27 | PPL | PPL Corp | Crockett John R III | Officer | OPT+S | $33.12 | 1,589 | $52,628 | 10,845 |
| 2025-01-30 00:05 | 2025-01-28 | PPL | PPL Corp | Henninger Tadd J | Officer | OPT+S | $33.48 | 1,424 | $47,676 | 11,259 |
| 2025-01-30 00:02 | 2025-01-28 | PPL | PPL Corp | Bonenberger David J | Officer | OPT+S | $33.48 | 981 | $32,844 | 45,414 |
| 2025-01-14 03:32 | 2025-01-13 | NRG | NRG ENERGY, INC. | Chung Bruce | Officer | SELL | $97.63 | 20,000 | $1,952,600 | 69,454 |
| 2025-01-07 01:04 | 2025-01-02 | NRG | NRG ENERGY, INC. | Gaudette Robert J | Officer | OPT+S | $91.41 | 60,000 | $5,484,600 | 64,448 |
| 2024-12-28 00:30 | 2024-12-23 | OKLO | Oklo Inc. | Kinzley Richard | Director | BUY | $19.95 | 5,000 | $99,750 | 5,000 |
| 2024-12-24 00:31 | 2024-12-20 | OKLO | Oklo Inc. | DeWitte Jacob | Director, Officer, 10% owner | SELL | $21.61 | 230,569 | $4,983,541 | 12,543,085 |
| 2024-12-24 00:30 | 2024-12-20 | OKLO | Oklo Inc. | Cochran Caroline | Director, Officer, 10% owner | SELL | $21.61 | 230,569 | $4,983,541 | 12,543,085 |
| 2024-12-19 03:17 | 2024-12-17 | PPL | PPL Corp | Henninger Tadd J | Officer | OPT+S | $32.16 | 6,639 | $213,510 | 11,210 |
| 2024-12-17 03:15 | 2024-12-13 | ETR | ENTERGY CORP /DE/ | RODRIGUEZ DEANNA D. | OPT+S | $73.94 | 6,088 | $450,147 | 3,952 | |
| 2024-12-17 01:56 | 2024-12-13 | SPRU | SPRUCE POWER HOLDING CORP | Tech Eric M. | Director | BUY | $2.80 | 4,000 | $11,200 | 118,430 |
| 2024-12-17 00:00 | 2024-12-13 | TLN | Talen Energy Corp | Rubric Capital Management LP | 10% owner | SELL | $204.35 | 4,893,507 | $999,999,900 | 6,475,107 |
| 2024-12-14 01:25 | 2024-12-11 | CWEN | Clearway Energy, Inc. | Ford Brian R. | Director | SELL | $26.74 | 2,000 | $53,486 | 76,883 |
| 2024-12-14 00:05 | 2024-12-13 | ORA | ORMAT TECHNOLOGIES, INC. | ORIX CORP | SELL | $75.38 | 3,700,000 | $278,906,000 | 2,976,077 | |
| 2024-12-12 00:16 | 2024-12-10 | VST | Vistra Corp. | HELM SCOTT B | Director | SELL | $139.77 | 20,000 | $2,795,380 | 343,350 |
| 2024-12-11 01:33 | 2024-12-06 | HNRG | HALLADOR ENERGY CO | HARDIE DAVID C | Director | SELL | $13.05 | 37,610 | $490,984 | 2,006,431 |
| 2024-12-10 04:29 | 2024-12-06 | SPRU | SPRUCE POWER HOLDING CORP | Tech Eric M. | Director | BUY | $2.82 | 2,000 | $5,642 | 1,000 |
| 2024-12-07 00:00 | 2024-12-05 | SO | SOUTHERN CO | DAVIS MARTIN BERNARD | Officer | SELL | $85.90 | 1,170 | $100,503 | 88,393 |
| 2024-12-07 00:00 | 2024-12-05 | SO | SOUTHERN CO | WOMACK CHRISTOPHER C | Officer | SELL | $86.18 | 14,000 | $1,206,520 | 73,911 |
| 2024-12-05 22:54 | 2024-12-03 | SPRU | SPRUCE POWER HOLDING CORP | Lee Ja-Chin | Director | BUY | $2.75 | 1,769 | $4,865 | 68,933 |
| 2024-12-05 14:47 | 2024-12-02 | SPRU | SPRUCE POWER HOLDING CORP | Tech Eric M. | Director | BUY | $2.55 | 2,000 | $5,100 | 113,430 |
| 2024-12-05 02:30 | 2024-12-02 | SPRU | SPRUCE POWER HOLDING CORP | Miller John P. | Director | BUY | $2.62 | 20,000 | $52,400 | 80,593 |
| 2024-12-05 02:29 | 2024-12-02 | SPRU | SPRUCE POWER HOLDING CORP | Hayes Christopher M. | Director | BUY | $2.59 | 1,827 | $4,730 | 155,997 |
| 2024-12-05 00:16 | 2024-12-03 | ORA | ORMAT TECHNOLOGIES, INC. | STERN STANLEY | Director | SELL | $79.92 | 411 | $32,847 | 4,931 |
| 2024-12-04 02:25 | 2024-11-29 | SPRU | SPRUCE POWER HOLDING CORP | LEDECKY JONATHAN J | Director | BUY | $2.51 | 2,000 | $5,019 | 47,463 |
| 2024-12-03 21:15 | 2024-12-02 | ORA | ORMAT TECHNOLOGIES, INC. | Granot David | Director | SELL | $82.00 | 1,256 | $102,992 | 3,576 |
| 2024-12-03 03:14 | 2024-11-27 | SPRU | SPRUCE POWER HOLDING CORP | Nagy McBane Clara | Director | BUY | $2.40 | 2,000 | $4,800 | 72,755 |
| 2024-12-03 03:14 | 2024-11-27 | SPRU | SPRUCE POWER HOLDING CORP | Griffin Kevin | Director | BUY | $2.37 | 10,000 | $23,653 | 448,125 |
| 2024-12-03 03:13 | 2024-11-27 | SPRU | SPRUCE POWER HOLDING CORP | Hayes Christopher M. | Director | BUY | $2.39 | 11,440 | $27,375 | 154,170 |
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.