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Portfolio Diversification
Range
Most Diversified
36 instruments
January 8, 2026
Least Diversified
0 instruments
January 6, 2026
Average
33.1 instruments
Most Consistent Holdings
Top 5
EXC92%
DUK92%
SO92%
PCG92%
NEE92%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since January 6, 2026)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Duke Energy (DUK) | 3.37% | 3.71% | 92% | - |
 Dominion Energy (D) | 3.24% | 3.55% | 92% | - |
 Waste Management (WM) | 3.19% | 3.42% | 92% | - |
 Xcel Energy (XEL) | 3.09% | 3.35% | 92% | - |
 FirstEnergy (FE) | 3.08% | 3.41% | 92% | - |
 Waste Connections (WCN) | 2.94% | 3.16% | 92% | - |
| Southern Co (SO) | 2.92% | 3.17% | 92% | - |
| Exelon (EXC) | 2.89% | 3.12% | 92% | - |
 WEC Energy (WEC) | 2.83% | 3.14% | 92% | - |
 Pinnacle West (PNW) | 2.83% | 3.1% | 92% | - |
 AEP (AEP) | 2.82% | 3.07% | 92% | - |
 Republic Services (RSG) | 2.78% | 3.02% | 92% | - |
 ConEd (ED) | 2.73% | 3.04% | 92% | - |
| NextEra (NEE) | 2.69% | 3.09% | 92% | - |
 PPL (PPL) | 2.69% | 2.93% | 92% | - |
 CMS Energy (CMS) | 2.62% | 2.84% | 92% | - |
 Edison (EIX) | 2.59% | 2.83% | 92% | - |
 CenterPoint Energy (CNP) | 2.57% | 2.8% | 92% | - |
 Evergy (EVRG) | 2.57% | 2.81% | 92% | - |
 American Water (AWK) | 2.56% | 2.72% | 92% | - |
 DTE Energy (DTE) | 2.46% | 2.68% | 92% | - |
 Nisource (NI) | 2.42% | 2.67% | 92% | - |
 Vistra (VST) | 2.36% | 2.52% | 92% | - |
 NJR (NJR) | 2.35% | 2.62% | 92% | - |
 Eversource (ES) | 2.29% | 2.46% | 92% | - |
 Ameren (AEE) | 2.25% | 2.46% | 92% | - |
 Essential Utilities (WTRG) | 2.24% | 2.39% | 92% | - |
 Sempra (SRE) | 2.23% | 2.37% | 92% | - |
 Alliant Energy (LNT) | 2.22% | 2.4% | 92% | - |
 PGE (POR) | 2.07% | 2.28% | 92% | - |
| PG&E (PCG) | 2.07% | 2.18% | 92% | - |
 Entergy (ETR) | 2.06% | 2.24% | 92% | - |
 SJW Group (HTO) | 2.05% | 2.2% | 92% | - |
 PSEG (PEG) | 2% | 2.2% | 92% | - |
 Atmos (ATO) | 2% | 2.13% | 92% | - |
 Constellation Energy (CEG) | 1.83% | 1.82% | 92% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2026
There is no history available for this day.
Cash & Instruments Over Time
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