Sector Alpha Week of 2026-07-27
What changedUSUtilities - Regulated Electric
Breadth US · Utilities - Regulated Electric · 2026-07-27

Which Utilities - Regulated Electric stocks started beating S&P 500 this month?

3 of 42 stocks now clear the 5% bar against S&P 500, up from 0 a month ago, and 26 of 39 members earned more than they did a year ago.

200300202620252024202320222021 275348 TRAILING 12-MONTH EPS · 100 AT THE START0100123Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · up 40.4% on a year ago · 32 reportingJun 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 31 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · up 102.4% on a year ago · 32 reportingDec 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 31 reportingMar 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 7.8% on a year ago · 32 reportingJun 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 6.1% on a year ago · 31 reportingSep 2023 · trailing 12-month earnings per share at 101, against 100 at the start · up 3.4% on a year ago · 33 reportingDec 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 4.1% on a year ago · 32 reportingMar 2024 · trailing 12-month earnings per share at 111, against 100 at the start · up 4.3% on a year ago · 33 reportingJun 2024 · trailing 12-month earnings per share at 111, against 100 at the start · up 3.8% on a year ago · 32 reportingSep 2024 · trailing 12-month earnings per share at 111, against 100 at the start · up 6.7% on a year ago · 33 reportingDec 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 6.6% on a year ago · 32 reportingMar 2025 · trailing 12-month earnings per share at 116, against 100 at the start · up 7.1% on a year ago · 33 reportingJun 2025 · trailing 12-month earnings per share at 121, against 100 at the start · up 7.4% on a year ago · 32 reportingSep 2025 · trailing 12-month earnings per share at 123, against 100 at the start · up 4.0% on a year ago · 33 reportingDec 2025 · trailing 12-month earnings per share at 121, against 100 at the start · up 6.1% on a year ago · 32 reportingMar 2026 · trailing 12-month earnings per share at 123, against 100 at the start · up 7.8% on a year ago · 33 reportingNot reported yet — earnings trail price by a quarter or two123 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200300202620252024202320222021 275348 TRAILING 12-MONTH EPS · 100 AT THE START0100123Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · up 40.4% on a year ago · 32 reportingJun 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 31 reportingSep 2022 · trailing 12-month earnings per share at 102, against 100 at the start · up 102.4% on a year ago · 32 reportingDec 2022 · trailing 12-month earnings per share at 104, against 100 at the start · no comparable year yet · 31 reportingMar 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 7.8% on a year ago · 32 reportingJun 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 6.1% on a year ago · 31 reportingSep 2023 · trailing 12-month earnings per share at 101, against 100 at the start · up 3.4% on a year ago · 33 reportingDec 2023 · trailing 12-month earnings per share at 107, against 100 at the start · up 4.1% on a year ago · 32 reportingMar 2024 · trailing 12-month earnings per share at 111, against 100 at the start · up 4.3% on a year ago · 33 reportingJun 2024 · trailing 12-month earnings per share at 111, against 100 at the start · up 3.8% on a year ago · 32 reportingSep 2024 · trailing 12-month earnings per share at 111, against 100 at the start · up 6.7% on a year ago · 33 reportingDec 2024 · trailing 12-month earnings per share at 113, against 100 at the start · up 6.6% on a year ago · 32 reportingMar 2025 · trailing 12-month earnings per share at 116, against 100 at the start · up 7.1% on a year ago · 33 reportingJun 2025 · trailing 12-month earnings per share at 121, against 100 at the start · up 7.4% on a year ago · 32 reportingSep 2025 · trailing 12-month earnings per share at 123, against 100 at the start · up 4.0% on a year ago · 33 reportingDec 2025 · trailing 12-month earnings per share at 121, against 100 at the start · up 6.1% on a year ago · 32 reportingMar 2026 · trailing 12-month earnings per share at 123, against 100 at the start · up 7.8% on a year ago · 33 reportingNot reported yet — earnings trail price by a quarter or two123No earnings on file this far back — the price series reaches further than the filings do
Utilities - Regulated Electric, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Beating S&P 5003/42+3 in 4 weeks
Industry vs index · 13w−3.9%equal-weighted
Industry vs index · 52w−5.3%equal-weighted
earnings growth · TTM8%6% avg, 4 quarters

The count moved by 3 in four weeks. A count is not an average: one large company can lift an average, it cannot lift a count.

Measured at the median rather than the average, the industry is −2.8% versus S&P 500 over three months. Earnings growth for the industry has averaged 6% across the last four quarters. Participation in the industry reads narrow, and the gain came from further down the ladder — 2 added among mid and small stocks, 1 among the large.

When participation widens as earnings improve, the cause usually sits in operating conditions rather than sentiment. The industry page carries revenue, margin, capex and debt per company.

Companies that crossed the threshold this month: Dominion Energy, Inc., Edison International and Empresa Distribuidora y Comercializadora Norte Sociedad Anónima. All 3 are listed below with their four-factor scores and how many of the last 26 weeks each spent ahead of S&P 500.

How broad is the move?

An industry average can be lifted by one large company. These readings separate a move the whole industry is making from one a handful of names are making.

Strength anatomy NarrowHow much of the industry is participating, how recently, and whether the movers score well.
Together3 of 42 stocks moving
Fresh3 crossed in the last 4 weeks
Backed by scoresmovers score +15 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 1/9+1
Mid 1/15+1
Small 1/18+1

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

What would change this picture

A return under 1 within four weeks would say nothing structural changed.

Companies that crossed the threshold this month

The rule selected these companies this week. Below are the same four scores every company on the site carries, and how many of the last 26 weeks each has been ahead of the index.

CompanyEarnings & growthQualityValuationMarketWeeks ahead of indexScore
Empresa Distribuidora y Comercializadora Norte Sociedad AnónimaMOM
EDN
2/26
Dominion Energy, Inc.MOM
D
62487796 15/26 68
Edison InternationalMOM
EIX
43328399 17/26 59

Sorted by total score. Scores are computed from published filings and weekly closes on a fixed formula — earnings and growth carry 35%, quality 25%, valuation 20%, market behaviour 20%. They rank the data. They are not a recommendation.

Questions people ask about Utilities - Regulated Electric

How is "beating S&P 500" measured here?

A stock is counted when its three-month return beats S&P 500 by 5 percentage points or more. An industry is measured equal-weighted, so one large company cannot carry the average. The rule is the same every week and in every market.

How many stocks in Utilities - Regulated Electric are beating S&P 500?

3 of 42 as of 2026-07-27, against 0 four weeks ago. The median member is −2.8% versus the index over three months.

What is Utilities - Regulated Electric earnings doing?

Growth in trailing 12-month earnings per share for the industry is 8%, averaging 6% across the last four quarters.

Where does this data come from?

Weekly closing prices and published quarterly filings, rebuilt every weekday, and every figure carries its own as-of date. Every figure on the industry page traces to its source column.

How this page is served to search and answer engines
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The same answer is available as plain text at https://www.sectoralpha.in/mla/stories/which-utilities-regulated-electric-stocks-started-beating-s-and-p-500-this-month/llms.txt — one question, one answer, sources named.

Also this week in US

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