Hand of the Market Sectors
Insider buying breadth
14.7% +7.4 pp

Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.

Insider buying ($, 90d)
$2.2M

Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.

Insider selling ($, 90d)
$13.49M

Dollars directors and officers received from open-market sales, all companies together, last 90 days.

Insider net buying (90d)
-$11.29M

Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.

Conviction-fund buys
3

Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.

Active managers adding
53.7%

Share of the companies whose stake the largest active managers raised in their latest 13F.

Active funds adding
52.2%

Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.

Growth accelerating
41.9% +4.8 pp

Share of the companies whose revenue growth is faster than a quarter earlier.

Margins improving
75.4% +2.2 pp

Share of the companies whose operating margin is up over 3 years.

Margins improving — top 20%
Expected growth (HoM est.)
6.0% −0.4 pp

Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).

Quality breadth
4.6%

Share of the companies with a return on invested capital of at least 10%.

Short interest (median)
4.3% +0.2 pp

Median shares sold short as % of shares outstanding (FINRA).

Industries

Select up to 4 to compare their medians side by side, like companies.

Companies

Ticker
Company
Industry
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
DTMDT Midstream, Inc.Gas Utilities2/611.0%−0.7 pp6.1%2$218.31K
VSTVistra Corp.Electric Utilities5/6-5.5%+3.4 pp11.5%1$1.17M
CEGConstellation Energy CorpElectric Utilities3/623.0%+12.8 pp6.2%1$417.93K
CNPCENTERPOINT ENERGY INCElectric Utilities3/610.7%+5.3 pp5.5%1$40.7K
EVRGEvergy, Inc.Multi-Utilities3/64.4%+4.0 pp6.4%1$133.61K
ATOATMOS ENERGY CORPGas Utilities2/64.8%+13.9 pp5.8%1$50.28K
CMSCMS ENERGY CORPMulti-Utilities2/5-0.5%+5.6 pp4.6%1$14.49K
ETRENTERGY CORP /DE/Electric Utilities2/65.9%+3.2 pp5.0%1$106.08K
EDCONSOLIDATED EDISON INCMulti-Utilities1/513.2%−4.3 pp4.9%1$111.1
MGEEMGE ENERGY INCUtilities1/3——5.7%1$42.5K
NFGNATIONAL FUEL GAS COGas Utilities5/61.1%+4.2 pp12.1%——
KMIKINDER MORGAN, INC.Gas Utilities4/610.8%+4.2 pp6.3%——
AEPAMERICAN ELECTRIC POWER CO INCElectric Utilities3/57.0%+7.2 pp5.6%——
AWRAMERICAN STATES WATER COWater Utilities3/611.2%+1.1 pp9.3%——
CWENClearway Energy, Inc.Electric Utilities3/622.7%−10.3 pp1.2%——
DUKDuke Energy CORPMulti-Utilities3/60.8%+6.2 pp5.5%——
EIXEDISON INTERNATIONALElectric Utilities3/6-4.1%+20.7 pp8.4%——
EXCEXELON CORPMulti-Utilities3/610.0%+3.1 pp5.4%——
LNTALLIANT ENERGY CORPMulti-Utilities3/61.0%+0.4 pp5.1%——
NJRNEW JERSEY RESOURCES CORPGas Utilities3/59.9%+0.5 pp6.7%——
NRGNRG ENERGY, INC.Electric Utilities3/611.0%+13.2 pp5.8%——
NWENorthWestern Energy Group, Inc.Multi-Utilities3/614.6%+0.7 pp4.8%——
OGEOGE ENERGY CORP.Electric Utilities3/6-4.0%+4.1 pp6.1%——
ORAORMAT TECHNOLOGIES, INC.Electric Utilities3/610.6%−2.6 pp5.9%——
PPLPPL CorpElectric Utilities3/54.3%+7.0 pp5.2%——
SOSOUTHERN COElectric Utilities3/60.1%+6.7 pp5.5%——
TRGPTarga Resources Corp.Gas Utilities3/64.2%+9.1 pp13.1%——
WECWEC ENERGY GROUP, INC.Multi-Utilities3/62.6%+2.6 pp5.8%——
WMBWILLIAMS COMPANIES, INC.Gas Utilities3/69.8%+2.4 pp8.2%——
AEEAMEREN CORPMulti-Utilities2/6-5.8%+5.9 pp5.6%——
AMAntero Midstream CorpGas Utilities2/57.1%−5.3 pp8.6%——
AROCArchrock, Inc.Gas Utilities2/3-3.1%————
AVAAVISTA CORPMulti-Utilities2/60.5%+7.0 pp5.7%——
CPKCHESAPEAKE UTILITIES CORPGas Utilities2/64.7%+5.7 pp5.8%——
CWTCALIFORNIA WATER SERVICE GROUPWater Utilities2/58.5%+6.6 pp4.3%——
DDOMINION ENERGY, INCElectric Utilities2/517.6%+1.3 pp4.0%——
ESEVERSOURCE ENERGYElectric Utilities2/62.3%+2.7 pp5.5%——
FEFIRSTENERGY CORPElectric Utilities2/58.8%−0.4 pp4.5%——
IDAIDACORP INCElectric Utilities2/64.2%+3.5 pp5.2%——
MDUMDU RESOURCES GROUP INCGas Utilities2/66.9%+6.2 pp5.2%——
MSEXMIDDLESEX WATER COWater Utilities2/514.3%+3.6 pp5.9%——
NEENEXTERA ENERGY INCElectric Utilities2/59.5%−6.7 pp5.1%——
NWNNorthwest Natural Holding CoGas Utilities2/63.1%+6.6 pp5.6%——
OTTROtter Tail CorpElectric Utilities2/60.7%−8.8 pp6.4%——
PCGPG&E CorpMulti-Utilities2/50.1%+11.1 pp5.3%——
PEGPUBLIC SERVICE ENTERPRISE GROUP INCMulti-Utilities2/5-8.9%−7.8 pp6.2%——
PNWPINNACLE WEST CAPITAL CORPElectric Utilities2/67.1%+5.4 pp5.1%——
PORPORTLAND GENERAL ELECTRIC CO /OR/Electric Utilities2/60.9%+0.7 pp4.8%——
UGIUGI CORP /PA/Multi-Utilities2/6-4.5%+30.8 pp9.1%——
UTLUNITIL CORPMulti-Utilities2/514.0%+4.8 pp5.4%——
WTRGEssential Utilities, Inc.Water Utilities2/53.1%+5.7 pp5.5%——
AESAES CORPUtilities1/319.9%————
AWKAmerican Water Works Company, Inc.Water Utilities1/46.1%—5.6%——
BKHBLACK HILLS CORP /SD/Electric Utilities1/63.1%+6.6 pp5.7%——
DTEDTE ENERGY COElectric Utilities1/3——5.5%——
HEHAWAIIAN ELECTRIC INDUSTRIES INCElectric Utilities1/625.9%+4.6 pp7.6%——
HTOH2O AMERICAWater Utilities1/56.2%−1.0 pp4.4%——
KGSKodiak Gas Services, Inc.Gas Utilities1/621.1%−4.1 pp5.8%——
KNTKKinetik Holdings Inc.Gas Utilities1/636.3%−2.5 pp7.2%——
NINISOURCE INC.Multi-Utilities1/63.5%−4.6 pp5.5%——
OKEONEOK INC /NEW/Gas Utilities1/652.8%−3.7 pp8.4%——
SRESEMPRAMulti-Utilities1/33.7%————
SWXSouthwest Gas Holdings, Inc.Gas Utilities1/4——4.7%——
TXNMTXNM ENERGY INCElectric Utilities1/69.2%+3.7 pp4.8%——
OGSONE Gas, Inc.Gas Utilities0/3——5.7%——
SRSPIRE INCGas Utilities0/4——4.1%——
TLNTalen Energy CorpElectric Utilities0/218.6%—0.6%——
XELXCEL ENERGY INCMulti-Utilities0/4——4.5%——

Source: SEC EDGAR (Forms 4, 10-Q, 10-K, 13F, N-PORT) and FINRA short interest. Aggregated by Hand of the Market from each company's filings and the latest fund filings; fund signals are as of the funds' latest reports, so they lag by up to a quarter.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.