From Chips to Kilowatts: 7 Utility Stocks Riding the 2026 "Reliability Shock"
The artificial intelligence buildout is turning electricity reliability into a boardroom issue.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Antipodes Partners Jacob Mitchell | 1,606,387 | $99,306,844 | -10% | 1.91% |
| 2. | RWC Asset Management Tord Stallvik (Ceo) | 442,308 | $27,343,481 | +2% | 1.14% |
| 3. | Diamond Hill Capital Ric Dillon | 302,990 | $18,730,842 | -12% | 0.12% |
| 4. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 40,121 | $2,480,307 | +1% | 1.24% |
| 5. | Fisher Asset Management Ken Fisher | 7,559 | $467,319 | +116% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $60.35 | 4,152 | $250,556.59 | 161,237 | 2025-08-27 | Filing | |
| $54.01 | 475 | $25,654.75 | 475 | 2025-03-13 | Filing | |
| $46.94 | 2,130 | $99,997.89 | 8,417 | 2024-03-06 | Filing | |
| $45.91 | 21,735 | $997,890.80 | 176,240 | 2024-03-04 | Filing | |
| $53.70 | 54 | $2,899.80 | 22,162 | 2023-06-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.51 | 5,077 | $231,054.27 | 88,126 | 2023-12-01 | Filing | |
| $45.52 | 700 | $31,864.70 | 93,203 | 2023-12-01 | Filing | |
| $45.53 | 273 | $12,429.69 | 93,903 | 2023-12-01 | Filing | |
| $45.52 | 200 | $9,104.00 | 94,176 | 2023-12-01 | Filing | |
| $49.16 | 6,250 | $307,250.63 | 100,115 | 2023-06-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 56,247,267 | $3,477,206,046 | 0.09% | |
| 2. | 44,423,575 | $2,746,265,407 | 0.15% | |
| 3. | 12,589,272 | $778,268,758 | 0.14% | |
| 4. | 7,517,766 | $464,748,292 | 0.11% | |
| 5. | 4,826,641 | $298,382,947 | 0.08% |