VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators
Published . Updated .
Key takeaways
- Incoming Texas governor Gina Hinojosa has advocated an immediate pause on new data-center construction, an end to related tax incentives, and stronger local controls over water and electricity use.
- Exposed: DIA, QQQ, IWM, RSP, VTI
- Market reaction: DIA +3.1% on the day; QQQ +0.9% on the day; RSP +1.9% on the day
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Incoming Texas governor Gina Hinojosa has advocated an immediate pause on new data-center construction, an end to related tax incentives, and stronger local controls over water and electricity use.
Directly affected
Indirectly affected
- XLU Utilities Select Sector SPDR+2.1% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story.
- NEE NextEra Energy+10.5% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
- SO The Southern+9.7% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
- AWK American Water Works+6.0% 19d
American Water Works (water supply): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| VST | +2.20% | -0.93% | base | -13.93% | after close | after close | after close |
| CEG | -1.95% | -0.35% | base | -6.23% | after close | after close | after close |
| XLU | -2.14% | +0.05% | base | +0.51% | after close | after close | after close |
| NEE | -3.87% | -0.66% | base | +4.79% | after close | after close | after close |
| DUK | -2.27% | +0.74% | base | +2.47% | after close | after close | after close |
| SO | -2.34% | -0.06% | base | -0.46% | after close | after close | after close |
| AWK | -4.50% | -1.39% | base | +2.19% | 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.
VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators Yahoo Finance
Source: Yahoo Finance
How far Spdr Dow Jones Industrial Average Etf Trust (DIA) has moved since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| AWK | that day | +2.19% | final price |
| AWK | three days earlier | -1.39% | final price |
| AWK | five days earlier | -4.50% | final price |
| CEG | that day | -6.23% | final price |
| CEG | three days earlier | -0.35% | final price |
| CEG | five days earlier | -1.95% | final price |
| DUK | that day | +2.47% | final price |
| DUK | three days earlier | +0.74% | final price |
| DUK | five days earlier | -2.27% | final price |
| NEE | that day | +4.79% | final price |
| NEE | three days earlier | -0.66% | final price |
| NEE | five days earlier | -3.87% | final price |
| SO | that day | -0.46% | final price |
| SO | three days earlier | -0.06% | final price |
| SO | five days earlier | -2.34% | final price |
| VST | that day | -13.93% | final price |
| VST | three days earlier | -0.93% | final price |
| VST | five days earlier | +2.20% | final price |
| XLU | that day | +0.51% | final price |
| XLU | three days earlier | +0.05% | final price |
| XLU | five days earlier | -2.14% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Vistra (VST) (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.
- Donald J Trump, an executive branch official, bought Vistra (VST), worth $15,001 - $50,000 on 28 Aug 2026. That is 68 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Vistra (VST) (held by a spouse), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 4 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Constellation Energy (CEG), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Constellation Energy (CEG), worth $100,001 - $250,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. John Boozman sold Constellation Energy (CEG) (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 Duke Energy (DUK) (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.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 72 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 75 days before publication. Filed 8 Oct 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 Spdr Dow Jones Industrial Average Etf Trust (DIA)
Companies carried with this story
- DIA Spdr Dow Jones Industrial Average Etf Trust
For “VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators,” Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence. Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- QQQ Invesco Qqq Trust, Series 1
Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators.” Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- IWM Ishares Tr
For “VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- RSP Invesco Exchange Traded Fd T
For “VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators,” Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence. Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
- VTI Vanguard Index Fds
Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators.” Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
Spdr Dow Jones Industrial Average Etf Trust (DIA)
Spdr Dow Jones Industrial Average Etf Trust (DIA) is the company in “VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators,” the 4 Nov 2026 this story story.
Spdr Dow Jones Industrial Average Etf Trust (DIA) is on the page because SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
Also listed, Invesco Qqq Trust, Series 1 (QQQ): Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story
Dates in the story, and the Spdr Dow Jones Industrial Average Etf Trust (DIA) price range
DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.20. QQQ traded between 680.34 and 757.18 across 20 sessions. The latest close on file is 685.32.
What the saved facts support for Spdr Dow Jones Industrial Average Etf Trust (DIA)
40 out of 100
“VST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.