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Sector-level sentiment and macro signals, built from public earnings calls.
Showing calendar 2026 Q1Free· the newest quarter (2026 Q2) is Pro.
Sector Sentiment Index · Calendar 2026 Q1
As of 2026 Q1, the Tellvest aggregate earnings-call sentiment for the Utilities sector is 6.8/10 across 33 companies.
2024 Q4–2026 Q1. Each earlier point averages the available scores of this quarter’s 33-company panel in that quarter; companies without a score in an earlier quarter don’t contribute, so the number behind each point can vary.
Earnings-call analysis · calendar 2026 Q1
What management and analysts said on calls mapped to this calendar quarter.
| Signal | Companies | Direction breakdown |
|---|---|---|
| CAPEX | 31 | 292 |
| AI & Tech | 21 | 201 |
| Regulation Policy | 11 | 632 |
| Supply Chain | 7 | 142 |
| Credit | 5 | 131 |
| Housing | 3 | 3 |
| Trade & Tariffs | 3 | 3 |
| Oil Energy | 3 | 21 |
Market context
Public price data. It covers the trailing year to the latest close, not calendar 2026 Q1.
Method
A composite score derived from averaging overall earnings sentiment across all analyzed companies in this sector for the selected calendar quarter. Score is 0–10 (10 = most positive).
| Company | Sentiment |
|---|---|
| GEV GE Vernova | 9/10 |
| PEG Public Service Enterprise Group | 9/10 |
| CEG Constellation Energy | 8/10 |
| VST Vistra Corp. | 8/10 |
| PCG PG&E Corporation | 8/10 |
| AES AES Corporation | 8/10 |
| NI NiSource | 8/10 |
| PNW Pinnacle West | 8/10 |
| DUK Duke Energy | 8/10 |
| ETR Entergy | 8/10 |
| ATO Atmos Energy | 7/10 |
| EVRG Evergy | 7/10 |
| D Dominion Energy | 7/10 |
| WEC WEC Energy Group | 7/10 |
| NRG NRG Energy | 7/10 |
| PPL PPL Corporation | 7/10 |
| FE FirstEnergy | 7/10 |
| AEE Ameren | 7/10 |
| DTE DTE Energy | 7/10 |
| NEE NextEra Energy | 6/10 |
| XEL Xcel Energy | 6/10 |
| EXC Exelon | 6/10 |
| AWK American Water Works | 6/10 |
| ES Eversource Energy | 6/10 |
| EIX Edison International | 6/10 |
| ED Consolidated Edison | 6/10 |
| CMS CMS Energy | 6/10 |
| SO Southern Company | 6/10 |
| OKLO Oklo Inc. | 5/10 |
| AEP American Electric Power | 5/10 |
| SRE Sempra | 5/10 |
| LNT Alliant Energy | 5/10 |
| CNP CenterPoint Energy | 5/10 |
% change over the trailing year, log scale. 1Y and YTD are each name’s own price return. Equal-weight: average of every full-history member, weighted equally, not rebalanced.