Portfolio of Utilities on eToro

Utilities

🇬🇧 Stock Smart Portfolio.

1,622 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.77%

This Month

+13.45%

Year To Date

+48.65%

2 Years

+58.89%

5 Years

+58.89%

10 Years

+12.27%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
89.49%
🏭 Industrial Services
5.89%
💵 Cash
3.08%
📦 Distribution Services
2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.61%
🇺🇸 Nasdaq
11.25%
🇩🇪 FRA
5.4%
🇮🇹 Borsa Italiana
5.36%
🇫🇷 Euronext Paris
3.98%
🇪🇸 Bolsa De Madrid
3.78%

Countries Breakdown

Country
Total

🇺🇸 United States
77.16%
🇩🇪 Germany
5.4%
🇮🇹 Italy
5.36%
🇫🇷 France
3.98%
🇪🇸 Spain
3.78%
🇨🇦 Canada
1.71%

Dividends

Dividend Yield

3.47%

40 out of 40 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $ENGI.PA (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENGI.PA	0.33%	8.2%	$1.43
ENEL.MI	0.2%	6%	$0.43
ES	0.14%	4.69%	$2.78
EXC	0.12%	3.7%	$1.48
D	0.12%	4.49%	$2.67
SRG.MI	0.12%	5.75%	$0.28
CWEN	0.12%	6.2%	$1.6
DUK	0.12%	3.49%	$4.1
EOAN.DE	0.11%	3.52%	$0.53
AEP	0.1%	3.48%	$3.47
EIX	0.1%	5.91%	$3.04
ETR	0.1%	2.72%	$4.46
ED	0.1%	3.54%	$3.28
FE	0.09%	4.04%	$1.64
XEL	0.09%	3.13%	$2.13
DTE	0.09%	3.25%	$4.01
EVRG	0.09%	3.74%	$2.54
WEC	0.09%	3.23%	$3.23
ELE.MC	0.09%	4.03%	$0.81
UGI	0.09%	4.53%	$1.5
PNW	0.09%	4.17%	$3.51
SO	0.09%	3.2%	$2.82
NEE	0.08%	3.17%	$1.97
PPL	0.08%	3.03%	$1
RWE.DE	0.07%	3.08%	$1
CMS	0.07%	3.06%	$2.01
SRE	0.07%	3.06%	$2.43
LNT	0.06%	3.15%	$1.87
NI	0.06%	2.84%	$1.05
RED.MC	0.06%	3.91%	$0.81
AEE	0.06%	2.84%	$2.6
PEG	0.05%	3.07%	$2.34
CNP	0.05%	2.31%	$0.79
AWK	0.04%	2.34%	$2.89
ATO	0.04%	2.13%	$3.16
WM	0.03%	1.51%	$2.9
RSG	0.02%	1.05%	$2.14
WCN	0.01%	0.74%	$1.12
VST	0.01%	0.43%	$0.85
PCG	0.01%	0.57%	$0.03

Next Dividends

Stock	Type	Date	Pay Per Share
EVRG	Pay Day	Sep 19, 2025	$0.67
VST	Ex-Dividend	Sep 19, 2025	$0.23
D	Pay Day	Sep 20, 2025	$0.67
ES	Ex-Dividend	Sep 22, 2025	$0.75
WM	Pay Day	Sep 26, 2025	$0.82
PEG	Pay Day	Sep 30, 2025	$0.63
ES	Pay Day	Sep 30, 2025	$0.75
AEE	Pay Day	Sep 30, 2025	$0.71
VST	Pay Day	Sep 30, 2025	$0.23
PPL	Pay Day	Oct 1, 2025	$0.27
UGI	Pay Day	Oct 1, 2025	$0.38
RSG	Ex-Dividend	Oct 2, 2025	$0.62
RSG	Pay Day	Oct 15, 2025	$0.62
DTE	Pay Day	Oct 15, 2025	$1.09
XEL	Pay Day	Oct 20, 2025	$0.57
NI	Ex-Dividend	Oct 31, 2025	$0.28
NI	Pay Day	Nov 20, 2025	$0.28

Performance Metrics

Score 6.2/10

Beta

0.51

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

3.58

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.36

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.93

0.3

0.6

Beta

0.51

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

3.58

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.36

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.93

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.29

High:

WCN

69.87

Low:

EIX

8.11

Details

PEG Ratio

188.91

High:

AEE

645.65

Low:

2.87

Details

Price/Book

2.23

High:

VST

30.26

Low:

RWE.DE

0.78

Details

Price/Sales

1.93

High:

RED.MC

5.98

Low:

EOAN.DE

0.5

Details

Price/CF

9.29

High:

ENGI.PA

216.75

Low:

PCG

3.42

Details

Price/FCF

29.81

High:

CNP

2,846

Low:

RWE.DE

6.92

Details

P/E Ratio

18.29

High:

WCN

69.87

Low:

EIX

8.11

Details

Worst Drawdowns

Depth	Start	End	Total months
-12.06%	Jun 2022	Mar 2024	21
-6.09%	Dec 2024	Feb 2025	2
-3.68%	Sep 2021	Oct 2021	1
-2.86%	Jun 2024	Jul 2024	1
-2.56%	Jun 2021	Aug 2021	2
-1.9%	Aug 2025	-	2
-1.38%	Jan 2022	Mar 2022	2
-0.92%	Oct 2024	Nov 2024	1
-0.86%	Nov 2021	Dec 2021	1
-0.83%	Apr 2022	May 2022	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
89.49%
🏭 Industrial Services
5.89%
💵 Cash
3.08%
📦 Distribution Services
2%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.61%
🇺🇸 Nasdaq
11.25%
🇩🇪 FRA
5.4%
🇮🇹 Borsa Italiana
5.36%
🇫🇷 Euronext Paris
3.98%
🇪🇸 Bolsa De Madrid
3.78%

Countries Breakdown

Country
Total

🇺🇸 United States
77.16%
🇩🇪 Germany
5.4%
🇮🇹 Italy
5.36%
🇫🇷 France
3.98%
🇪🇸 Spain
3.78%
🇨🇦 Canada
1.71%

Dividends

Dividend Yield

3.47%

40 out of 40 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $ENGI.PA (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENGI.PA	0.33%	8.2%	$1.43
ENEL.MI	0.2%	6%	$0.43
ES	0.14%	4.69%	$2.78
EXC	0.12%	3.7%	$1.48
D	0.12%	4.49%	$2.67
SRG.MI	0.12%	5.75%	$0.28
CWEN	0.12%	6.2%	$1.6
DUK	0.12%	3.49%	$4.1
EOAN.DE	0.11%	3.52%	$0.53
AEP	0.1%	3.48%	$3.47
EIX	0.1%	5.91%	$3.04
ETR	0.1%	2.72%	$4.46
ED	0.1%	3.54%	$3.28
FE	0.09%	4.04%	$1.64
XEL	0.09%	3.13%	$2.13
DTE	0.09%	3.25%	$4.01
EVRG	0.09%	3.74%	$2.54
WEC	0.09%	3.23%	$3.23
ELE.MC	0.09%	4.03%	$0.81
UGI	0.09%	4.53%	$1.5
PNW	0.09%	4.17%	$3.51
SO	0.09%	3.2%	$2.82
NEE	0.08%	3.17%	$1.97
PPL	0.08%	3.03%	$1
RWE.DE	0.07%	3.08%	$1
CMS	0.07%	3.06%	$2.01
SRE	0.07%	3.06%	$2.43
LNT	0.06%	3.15%	$1.87
NI	0.06%	2.84%	$1.05
RED.MC	0.06%	3.91%	$0.81
AEE	0.06%	2.84%	$2.6
PEG	0.05%	3.07%	$2.34
CNP	0.05%	2.31%	$0.79
AWK	0.04%	2.34%	$2.89
ATO	0.04%	2.13%	$3.16
WM	0.03%	1.51%	$2.9
RSG	0.02%	1.05%	$2.14
WCN	0.01%	0.74%	$1.12
VST	0.01%	0.43%	$0.85
PCG	0.01%	0.57%	$0.03

Next Dividends

Stock	Type	Date	Pay Per Share
EVRG	Pay Day	Sep 19, 2025	$0.67
VST	Ex-Dividend	Sep 19, 2025	$0.23
D	Pay Day	Sep 20, 2025	$0.67
ES	Ex-Dividend	Sep 22, 2025	$0.75
WM	Pay Day	Sep 26, 2025	$0.82
PEG	Pay Day	Sep 30, 2025	$0.63
ES	Pay Day	Sep 30, 2025	$0.75
AEE	Pay Day	Sep 30, 2025	$0.71
VST	Pay Day	Sep 30, 2025	$0.23
PPL	Pay Day	Oct 1, 2025	$0.27
UGI	Pay Day	Oct 1, 2025	$0.38
RSG	Ex-Dividend	Oct 2, 2025	$0.62
RSG	Pay Day	Oct 15, 2025	$0.62
DTE	Pay Day	Oct 15, 2025	$1.09
XEL	Pay Day	Oct 20, 2025	$0.57
NI	Ex-Dividend	Oct 31, 2025	$0.28
NI	Pay Day	Nov 20, 2025	$0.28

Performance Metrics

Score 6.2/10

Beta

0.51

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

3.58

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.36

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.93

0.3

0.6

Beta

0.51

0.8

1.2

Sharpe Ratio

0.63

0.5

1.5

Sortino Ratio

0.95

Jensen's Alpha

3.58

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

1.36

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.93

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.29

High:

WCN

69.87

Low:

EIX

8.11

Details

188.91

High:

AEE

645.65

Low:

2.87

Details

Price/Book

2.23

High:

VST

30.26

Low:

RWE.DE

0.78

Details

Price/Sales

1.93

High:

RED.MC

5.98

Low:

EOAN.DE

0.5

Details

Price/CF

9.29

High:

ENGI.PA

216.75

Low:

PCG

3.42

Details

Price/FCF

29.81

High:

CNP

2,846

Low:

RWE.DE

6.92

Details

Depth

Start

End

Total months

-12.06%

Jun 2022

Mar 2024

-6.09%

Dec 2024

Feb 2025

-3.68%

Sep 2021

Oct 2021

-2.86%

Jun 2024

Jul 2024

-2.56%

Jun 2021

Aug 2021

-1.9%

Aug 2025

-1.38%

Jan 2022

Mar 2022

-0.92%

Oct 2024

Nov 2024

-0.86%

Nov 2021

Dec 2021

-0.83%

Apr 2022

May 2022

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics