Show me how the energy stocks are doing

Screening Filters

1. Sector = ['Energy', 'Energy - Fossil Fuels', 'Renewable Energy']

   • Purpose: Focus only on energy-related companies.
   • Rationale:
     • Your question is specifically about “how the energy stocks are performing.”
     • These sector tags capture the broad energy space, including:
       • Traditional oil & gas, coal, and related services (Energy - Fossil Fuels)
       • Clean/green power sources like solar, wind, etc. (Renewable Energy)
       • General energy companies that may not fit neatly into a sub-bucket (Energy).
     • This ensures the results reflect performance within the energy sector, not the wider market.

2. market_cap: {'min': '5000000000'} (≥ $5 billion)

   • Purpose: Limit results to mid/large-cap energy companies.
   • Rationale:
     • Larger companies tend to be more stable, better covered by analysts, and more representative of how the sector is doing overall.
     • Excluding very small or micro-cap names avoids letting a few highly volatile or illiquid stocks distort the impression of sector performance.
     • When asking “how energy stocks are performing,” most investors are implicitly referring to established players that meaningfully reflect sector trends.

3. monthly_average_dollar_volume: {'min': '1000000'} (≥ $1M traded per day on average)

   • Purpose: Ensure stocks are sufficiently liquid.
   • Rationale:
     • A minimum dollar volume filter removes thinly traded names that can have random, jumpy price moves not representative of true demand/supply.
     • With at least $1M per day changing hands, price moves are more reliable indicators of investor sentiment and sector performance.
     • This makes the performance data more actionable and realistic for most traders/investors.

4. month_price_change_pct: {'min': '0'} (monthly return ≥ 0%)

   • Purpose: Highlight energy stocks that are at least flat or positive over the last month.
   • Rationale:
     • To show how energy stocks are “performing,” it’s useful to see which ones are holding up or trending positively in the short term.
     • A cutoff at 0% filters out energy stocks that are clearly underperforming in the very recent past, focusing the snapshot on those that are stabilizing or gaining.
     • This helps answer: “Among energy stocks, which ones appear to be doing OK or better right now?”

5. ytd_price_change_pct: {'min': '5'} (YTD return ≥ +5%)

   • Purpose: Focus on energy stocks with solid year-to-date performance.
   • Rationale:
     • A +5% YTD threshold picks out names that have outperformed or at least done reasonably well over the year so far.
     • This gives you a clearer picture of which energy companies have been consistent winners, not just benefiting from a very recent bounce.
     • Combining this with the 1‑month filter provides a view of both near-term and year-to-date strength in the sector.

Why These Results Match Your Question

• The sector filters ensure you’re only seeing energy companies, including both fossil fuel and renewable names, which directly answers “energy stocks.”
• The market cap and liquidity filters ensure the results focus on relevant, tradable, and representative energy names instead of tiny or illiquid stocks that can distort your view of sector performance.
• The monthly and YTD performance filters target energy stocks that are actually performing well, giving you a clearer sense of which parts of the energy sector are currently strong rather than just a random list of all energy stocks.