The utilities' record capital spending on generation, transmission and distribution, and the listed equipment makers and contractors it reaches.
$159.4B spent in the last twelve months by NEE, DUK, SO, AEP, EXC, XEL, ETR, PCG, SRE, EIX, WEC, PPL, CNP, AEE, FE; $36.7B traced to 11 listed suppliers. Trailing twelve months to Sep 30, 2026, from SEC filings.
The money-flow chart (open the interactive one above).
The theme quarter by quarter
Each supplier's quarterly revenue scaled by the share of it this chain takes (its attributed share of the trailing twelve months), summed; 9 companies in the latest quarter, +37% against a year earlier.Capital expenditures of the chain's buyers from their cash-flow statements, by calendar quarter; 14 companies in the latest quarter, +27% against a year earlier.
