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Insufficient data to determine institutional momentum.
Data as of Q1 2026
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Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 95 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEV | $249.3B | 52.3× | 124.5× | 6.5× | 9.0% | 19.8% | 12.8% | 43.7% | 43.4% | 0.0× | 2,989 |
| NEE | $167.4B | 24.4× | — | 6.5× | 9.8% | — | 26.5% | 12.5% | 4.6% | — | 2,911 |
| SO | $95.1B | 22.0× | — | 3.2× | 10.6% | — | 14.7% | 12.1% | 11.8% | — | 2,268 |
| DUK | $91.6B | 18.7× | 10.7× | 2.9× | 5.6% | — | 15.7% | 9.6% | 3.7% | 5.1× | 2,360 |
| CEG | $81.0B | 35.1× | 21.3× | 3.2× | 8.3% | — | 9.1% | 16.0% | 9.9% | 2.2× | 1,836 |
| AEP | $65.3B | 18.1× | 12.8× | 3.0× | 10.9% | — | 16.9% | 11.9% | 4.8% | 5.3× | 1,854 |
| D | $55.8B | 18.4× | — | 3.4× | 14.2% | — | 18.2% | 10.3% | 3.8% | — | 1,421 |
| SRE | $53.3B | 29.7× | — | 3.9× | 3.9% | — | 13.4% | 5.8% | 5.1% | — | 1,217 |
| VST | $47.5B | 64.4× | 16.8× | 2.7× | 3.0% | — | 5.3% | 18.5% | 3.9% | 4.8× | 1,246 |
| XEL | $45.3B | 21.3× | — | — | — | — | — | 8.5% | 3.5% | — | 1,208 |
| ETR | $45.2B | 26.2× | 13.1× | 3.5× | 9.0% | — | 13.7% | 10.5% | 3.9% | 5.2× | 1,224 |
| EXC | $43.4B | — | 11.1× | 1.8× | 5.3% | — | 11.4% | 9.6% | 3.6% | 5.9× | 1,230 |
| ED | $38.1B | 18.7× | — | 2.3× | 10.9% | — | 12.0% | 8.4% | 4.0% | — | 1,368 |
| PEG | $35.1B | 16.7× | — | 2.9× | 18.3% | — | 17.3% | 12.4% | 5.3% | — | 1,231 |
| WEC | $33.6B | 21.5× | 14.5× | 3.4× | 14.0% | 66.7% | 15.9% | 11.1% | 4.5% | 5.5× | 1,310 |
| AEE | $28.5B | 19.3× | — | 3.2× | 15.4% | — | 16.6% | 10.9% | 4.5% | — | 884 |
| AWK | $26.9B | 24.2× | 10.2× | 5.3× | 10.1% | — | 21.7% | 10.3% | 8.9% | 0.6× | 1,100 |
| FE | $26.2B | 25.8× | 6.8× | 1.7× | 12.0% | — | 6.8% | 8.2% | 7.9% | 0.1× | 894 |
| ATO | $26.2B | 21.7× | 11.3× | 5.6× | 12.9% | — | 25.5% | 8.8% | 8.8% | — | 961 |
| ES | $25.5B | 14.9× | 9.9× | 1.9× | 13.8% | — | 12.5% | 10.5% | 3.8% | 5.2× | 1,012 |
| PPL | $25.1B | 21.0× | 12.3× | 2.8× | 6.9% | — | 13.1% | 7.9% | 3.5% | 5.4× | 947 |
| CNP | $25.0B | 24.0× | 12.7× | 2.7× | 8.3% | 100.0% | 11.2% | 9.4% | 3.3% | 5.8× | 774 |
| EIX | $21.1B | 4.8× | 5.8× | 1.1× | 9.8% | — | 23.1% | 25.4% | 8.0% | 3.7× | 1,005 |
| NRG | $20.4B | 26.8× | 9.9× | 0.7× | 9.2% | — | 2.8% | 51.4% | 4.8% | 5.1× | 1,010 |
| CMS | $20.2B | 18.7× | 12.7× | 2.4× | 13.6% | — | 12.5% | 11.7% | 3.8% | 6.2× | 762 |
| ARTNA | $362M | 15.9× | 12.9× | 3.2× | 4.6% | — | 20.2% | 9.1% | 5.4% | 4.2× | 102 |
Peers = companies sharing ARTNA's sector (Utilities) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Solve the discounted cash flow backwards, then stress-test the assumptions.
This company doesn't have positive free cash flow, so a reverse DCF can't be run.
No trend data available for this metric.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
6/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Insufficient balance-sheet detail (needs retained earnings, working capital, equity).
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Interest coverage is thin — monitor; leverage falling year-over-year.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
Free-cash-flow coverage unavailable. Last year: $13M dividends + $0 buybacks = $13M returned on -$18M FCF.
9 consecutive years of dividend increases · 4%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A reinvestment story — most cash went back into growth rather than to shareholders.
Modest payoff on reinvested capital. Current ROIC on all capital: 5%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $52000 is below the $2M due within a year — relies on refinancing or operating cash flow. Scheduled principal only (excludes interest & revolver draws). As of 2025-12-31 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Coverage is adequate but not comfortable. Effective rate ~4.9% on $176M of debt.
Cash of $52000 is below short-term debt of $2M — relies on refinancing/operations.
Mostly long-term debt (balance-sheet current vs non-current split). See the maturity ladder above for the year-by-year repayment schedule.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
Where each multiple sits in its own 14-yr range · 42th pct blended
Dot = today · shaded = middle 50% · line = median. Lower percentile = cheaper vs its own 14-yr history.
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
Watch the leverage lever — a chunk of ROE comes from the balance sheet.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
High operating leverage: profit moved 1.3× as fast as sales — great in an upturn, painful in a downturn.
Each line as % of revenue — the trend in color
| % of revenue | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|
| Operating Income | 23.6 | 23.8 | 25.3 | 24.5 | 24.2 | 22.7 | 24.2 | 24.6 |
| Income Tax | 6.2 | 6.2 | 6.4 | 6.3 | 5.9 | 6.4 | 6.8 | 6.9 |
| Net Income | 17.8 | 17.9 | 19.1 | 18.5 | 18.2 | 16.9 | 18.9 | 20.2 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on ARTNA: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2025
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $112.9M 100.0% | $108.0M 100.0% | $98.9M 100.0% | $98.9M 100.0% | $90.9M 100.0% | $88.1M 100.0% | $83.6M 100.0% | $80.4M 100.0% | $82.2M 100.0% | $79.1M 100.0% |
| Total Operating Expenses | $85.2M 75.4% | $81.8M 75.8% | $76.4M 77.3% | $75.0M 75.8% | $68.6M 75.5% | $65.8M 74.7% | $63.7M 76.2% | $61.5M 76.4% | $62.6M 76.2% | $60.3M 76.2% |
| Operating Income | $27.8M 24.6% | $26.2M 24.2% | $22.4M 22.7% | $23.9M 24.2% | $22.3M 24.5% | $22.3M 25.3% | $19.9M 23.8% | $19.0M 23.6% | $19.6M 23.8% | $18.8M 23.8% |
| Interest Expense | $8.7M 7.7% | $8.8M 8.1% | $9.2M 9.3% | $8.5M 8.6% | $7.6M 8.4% | $7.6M 8.6% | $7.0M 8.4% | $6.3M 7.8% | $6.2M 7.5% | $6.6M 8.4% |
| Other Income (Expense), net | $1.3M 1.2% | $1.4M 1.3% | $1.4M 1.4% | $1.3M 1.3% | $1.3M 1.4% | $971K 1.1% | $614K 0.7% | $953K 1.2% | $226K 0.3% | $557K 0.7% |
| Pretax Income | — | — | — | — | — | $22.5M 25.5% | $20.1M 24.1% | $19.3M 24.0% | $21.3M 25.9% | $21.3M 26.9% |
| Income Tax Expense | $7.8M 6.9% | $7.3M 6.8% | $6.3M 6.4% | $5.9M 5.9% | $5.7M 6.3% | $5.7M 6.4% | $5.2M 6.2% | $5.0M 6.2% | $7.3M 8.9% | $8.3M 10.5% |
| Net Income | $22.8M 20.2% | $20.4M 18.9% | $16.7M 16.9% | $18.0M 18.2% | $16.8M 18.5% | $16.8M 19.1% | $14.9M 17.9% | $14.3M 17.8% | $14.0M 17.0% | $13.0M 16.4% |
| Per Share | ||||||||||
| EPS (Basic) | $2.21 | $1.98 | $1.67 | $1.90 | $1.79 | $1.80 | $1.61 | $1.55 | $1.52 | $1.42 |
| EPS (Diluted) | $2.21 | $1.98 | $1.67 | $1.90 | $1.79 | $1.79 | $1.60 | $1.54 | $1.51 | $1.41 |
| Weighted Avg Shares (Basic) | 10.3M | 10.3M | 10.0M | 9.5M | 9.4M | 9.3M | 9.3M | 9.2M | 9.2M | 9.1M |
| Weighted Avg Shares (Diluted) | 10.3M | 10.3M | 10.0M | 9.5M | 9.4M | 9.4M | 9.3M | 9.3M | 9.2M | 9.2M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.