Power & IPPs — live heat map & members
8 names · combined market cap $441B · part of the Energy Trade 68-name universe
One bucket, two very different business models. Regulated utilities (Duke, Southern, Dominion, PSEG, Entergy) earn a government-set return on the grid they build; they are slow, defensive and rate-sensitive — bond-like stocks funding big capital programs. Independent power producers (Vistra, NRG, Talen) sell electricity at market prices, so tightening power markets flow straight into their earnings — which is why the IPPs re-rated violently when data-center demand met a grid short on capacity, while the regulated names barely moved. Know which model you own before reading a chart here: the IPPs trade like growth stocks with commodity torque, the utilities like interest-rate instruments with a capex story.
| Ticker | Company | Industry | 1D | Market cap |
|---|---|---|---|---|
| SO | Southern Company (The) | Utilities - Regulated Electric | +0.33% | $107B |
| DUK | Duke Energy Corporation (Holdin | Utilities - Regulated Electric | -0.66% | $97B |
| D | Dominion Energy, Inc. | Utilities - Regulated Electric | +0.04% | $59B |
| ETR | Entergy Corporation | Utilities - Regulated Electric | -0.00% | $50B |
| VST | Vistra Corp. | Utilities - Independent Power Producers | +0.67% | $48B |
| PEG | Public Service Enterprise Group | Utilities - Regulated Electric | +1.10% | $38B |
| NRG | NRG Energy, Inc. | Utilities - Independent Power Producers | +1.13% | $25B |
| TLN | Talen Energy Corporation | Utilities - Independent Power Producers | +0.95% | $17B |
Other themes: Oil & Gas Majors · Shale & E&P · Oilfield Services · Midstream & LNG · Refining & Downstream · Nuclear & Uranium · Renewables & Solar · Grid, Storage & Electrification
See all names on the energy stocks bubble map, or watch the whole sector live on the terminal.
Seed market caps are approximate and public; live values refresh on the map above and on each ticker page (delayed ~15 min). Membership follows the Energy Trade universe. "Hot" means attention, not direction. Education, not financial advice.