All 31 S&P 500 utilities rose on the day of Google's Constellation deal. Constellation was 30% of it.
Published · 1 min read
Utilities gained 3.06% on 6 October, their best day since at least June 2025. Constellation's 12% jump on its Google deal supplied $11.6 billion of the sector's $39 billion.
Utilities rose 3.06% market-cap weighted on Tuesday, the sector's biggest one-day gain in the 338 sessions of price history we hold, back to June 2025. All 31 utilities in the S&P 500 finished higher, adding $39.0 billion between them.
$CEG jumped 12.25% the day Google announced a 3.6-gigawatt power deal with Constellation Energy. That added $11.6 billion, or 30% of the sector's gain.
The other 28 rose too
Constellation, $VST (+10.8%) and $NRG (+7.0%) are the S&P 500's large independent power producers. Together they added $18.3 billion.
The remaining 28 utilities added $20.8 billion, up 1.86% combined. $PEG rose 4.4%, the largest gain outside the three producers. $NEE rose 2.1%, $SO 2.0% and $DUK 1.6%. Only $AWK, $AES and $EIX gained less than 0.5%, and none fell.
Fox Business reported that Treasury yields retreated from multi-decade highs the same day. So the Google contract was not the only news for the sector on Tuesday.
How rare an all-up day is
Every one of today's 31 utilities rose on only seven days in our history. Tuesday's gain was the largest of the seven.
| Date | Utilities change | Rising |
|---|---|---|
| 6 Oct 2026 | +3.06% | 31 of 31 |
| 23 Apr 2026 | +2.75% | 30 of 31 |
| 13 Feb 2026 | +2.72% | 31 of 31 |
| 22 Jul 2026 | +2.31% | 31 of 31 |
History is measured on the sector's current members, weighted by their current share counts.
See it on the site
Sources
- Google enters massive 3.6-GW power deal with Constellation Energy — Reuters (6 Oct 2026)
- Treasury yields retreat from multi-decade highs — Fox Business (6 Oct 2026)
- Why Vistra Stock Popped on Tuesday — The Motley Fool (6 Oct 2026)
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