Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare
Published . Updated .
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Investing.com -- The clearest longer-term beneficiaries of Democratic gains are clean energy, regulated power, and hospitals. The election changes policy risk more than earnings overnight.
Directly affected
- FSLR First Solar-3.1% 30d
Named in this report.
- NEE Nextera Energy+10.5% 30d
Named in this report.
- HCA HCA Healthcare+6.0% 30d
Named in this report.
Indirectly affected
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story.
- XBI SPDR S&P Biotech ETF
SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story.
- TAN Invesco Solar ETF-6.4% 30d
Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story.
- LLY Eli Lilly and+22.4% 30d
Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.
- JNJ Johnson & Johnson-1.7% 30d
Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.
- PFE Pfizer+5.5% 30d
Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.
- MRK Merck+1.9% 18d
Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story.
- ENPH Enphase Energy
Enphase Energy (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| FSLR | -5.09% | -6.15% | base | +9.47% | after close | after close | after close |
| NEE | -3.87% | -0.66% | base | +3.82% | after close | after close | after close |
| HCA | +0.09% | +2.21% | base | +8.90% | after close | after close | after close |
| XLV | -2.31% | +0.48% | base | +1.88% | after close | after close | after close |
| XBINo price data for this ticker | — | — | — | — | — | — | — |
| TAN | -5.42% | -7.24% | base | +7.34% | after close | after close | after close |
| LLY | -8.42% | +0.54% | base | +0.99% | after close | after close | after close |
| JNJ | +1.93% | +2.66% | base | +2.09% | after close | after close | after close |
| PFE | -1.67% | +1.73% | base | +1.60% | after close | after close | after close |
| MRK | -2.47% | +3.37% | base | +2.61% | after close | after close | after close |
| ENPH | -17.88% | -15.68% | base | +9.66% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare Yahoo Finance UK
Source: Yahoo Finance
Price since this story was published: Invesco Solar Etf (TAN)
| Company | When | Move | Status |
|---|---|---|---|
| ENPH | that day | +9.66% | still updating |
| ENPH | three days earlier | -15.68% | final price |
| ENPH | five days earlier | -17.88% | final price |
| First Solar (FSLR) | that day | +9.47% | still updating |
| First Solar (FSLR) | three days earlier | -6.15% | final price |
| First Solar (FSLR) | five days earlier | -5.09% | final price |
| HCA | that day | +8.90% | still updating |
| HCA | three days earlier | +2.21% | final price |
| HCA | five days earlier | +0.09% | final price |
| Johnson & Johnson (JNJ) | that day | +2.09% | still updating |
| Johnson & Johnson (JNJ) | three days earlier | +2.66% | final price |
| Johnson & Johnson (JNJ) | five days earlier | +1.93% | final price |
| Eli Lilly (LLY) | that day | +0.99% | still updating |
| Eli Lilly (LLY) | three days earlier | +0.54% | final price |
| Eli Lilly (LLY) | five days earlier | -8.42% | final price |
| MRK | that day | +2.61% | still updating |
| MRK | three days earlier | +3.37% | final price |
| MRK | five days earlier | -2.47% | final price |
| Nextera Energy (NEE) | that day | +3.82% | still updating |
| Nextera Energy (NEE) | three days earlier | -0.66% | final price |
| Nextera Energy (NEE) | five days earlier | -3.87% | final price |
| Pfizer (PFE) | that day | +1.60% | still updating |
| Pfizer (PFE) | three days earlier | +1.73% | final price |
| Pfizer (PFE) | five days earlier | -1.67% | final price |
| Invesco Solar Etf (TAN) | that day | +7.34% | still updating |
| Invesco Solar Etf (TAN) | three days earlier | -7.24% | final price |
| Invesco Solar Etf (TAN) | five days earlier | -5.42% | final price |
| Select Sector Spdr Tr (XLV) | that day | +1.88% | still updating |
| Select Sector Spdr Tr (XLV) | three days earlier | +0.48% | final price |
| Select Sector Spdr Tr (XLV) | five days earlier | -2.31% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman bought First Solar (FSLR) (jointly held), worth $1,001 - $15,000 on 13 Aug 2026. That is 83 days before publication. Filed 11 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 51 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 63 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Eli Lilly (LLY) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Johnson & Johnson (JNJ), worth $1,001 - $15,000 on 30 Sep 2026. That is 35 days before publication. Filed 30 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Johnson & Johnson (JNJ) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Lloyd Doggett bought Johnson & Johnson (JNJ), worth $1,001 - $15,000 on 8 Sep 2026. That is 57 days before publication. Filed 5 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Pfizer (PFE) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Pfizer (PFE), worth $100,001 - $250,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Merck (MRK), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Merck (MRK), worth $15,001 - $50,000 on 19 Aug 2026. That is 77 days before publication. Filed 9 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Invesco Solar Etf (TAN)
Companies carried with this story
- TAN Invesco Solar Etf
For “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare,” Invesco Solar Etf (TAN) is linked, with no stored direction, medium confidence. Reason on file: Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
- ICLN Ishares Tr
Ishares Tr (ICLN) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare.” Reason on file: iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
- XLV Select Sector Spdr Tr
For “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare,” Select Sector Spdr Tr (XLV) is linked, with no stored direction, medium confidence. Reason on file: Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “healthcare” (pharma and health) in this story
- FSLR First Solar
For “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare,” First Solar (FSLR) is linked, with no stored direction, medium confidence. Reason on file: First Solar (semiconductors and related devices): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story
- NEE Nextera Energy
Nextera Energy (NEE) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare.” Reason on file: NextEra Energy (electric services): clean-energy firms move with renewables policy and demand. Linked by “solar” (clean energy) in this story
- LLY Eli Lilly
Eli Lilly (LLY) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare.” Reason on file: Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story
- JNJ Johnson & Johnson
In “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare,” Johnson & Johnson (JNJ) is linked, with no stored direction, medium confidence. Reason on file: Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story
- PFE Pfizer
In “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare,” Pfizer (PFE) is linked, with no stored direction, medium confidence. Reason on file: Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “healthcare” (pharma and health) in this story
Invesco Solar Etf (TAN)
Invesco Solar Etf (TAN) is the company in “Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare,” the 4 Nov 2026 this story story.
For Invesco Solar Etf (TAN), the reason on file says Invesco Solar ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
Also listed, Ishares Tr (ICLN): iShares Global Clean Energy ETF: it holds solar and clean-energy companies. Linked by “solar” (clean energy) in this story
Dates in the story, and the Invesco Solar Etf (TAN) price range
ICLN traded between 16.21 and 17.62 across 18 sessions. The latest close on file is 16.27. TAN traded between 40.77 and 46.34 across 20 sessions. The latest close on file is 41.77.
A simple score for Invesco Solar Etf (TAN)
46 out of 100Price not final
“Top stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare” scores 46 out of 100. The score uses 1 sources, and 8 linked companies. The price is not final yet.