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Utilities
🇬🇧 Utilities Smart Portfolio.
1,577 copiers.

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Cash Allocation

Range

Highest Cash
January 12, 2022
Lowest Cash
July 7, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
41 instruments
August 18, 2022
Least Diversified
0 instruments
February 2, 2025
Average
40 instruments

Most Consistent Holdings

Top 5

avatarEOAN.DE
99.85%
avatarRWE.DE
99.85%
avatarEXC
99.85%
avatarDUK
99.85%
avatarSO
99.85%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
July 7, 2023
Lowest Exposure
January 12, 2022
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Utilities
88.87%
Industrial Services
5.18%
Energy Minerals
3.27%
Other
0.6%
Distribution Services
0.46%

Top Countries

Top 5

🇺🇸United States
71.1%
🇨🇳China
4.87%
🇪🇸Spain
4.8%
🇩🇪Germany
4.71%
🇬🇧United Kingdom
3.05%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Duke EnergyDuke Energy (DUK)
3.07%3.26%99.85%-
AEPAEP (AEP)
3.01%3.19%99.85%-
EntergyEntergy (ETR)
2.96%3.78%99.05%-
Southern CoSouthern Co (SO)
2.96%2.7%99.85%-
ConEdConEd (ED)
2.88%2.58%99.85%-
ExelonExelon (EXC)
2.82%3.41%99.85%-
Dominion EnergyDominion Energy (D)
2.75%2.49%99.85%-
DTE EnergyDTE Energy (DTE)
2.72%2.75%99.85%-
Xcel EnergyXcel Energy (XEL)
2.63%3.21%99.05%-
E.ONE.ON (EOAN.DE)
2.58%2.91%99.85%-
NisourceNisource (NI)
2.55%2.13%99.85%-
CMS EnergyCMS Energy (CMS)
2.55%2.32%99.85%-
EversourceEversource (ES)
2.46%3.39%99.05%-
WEC EnergyWEC Energy (WEC)
2.45%2.77%99.85%-
PPLPPL (PPL)
2.44%2.5%99.05%-
SempraSempra (SRE)
2.41%2.34%99.85%-
NextEraNextEra (NEE)
2.38%2.84%99.85%-
EngieEngie (ENGI.PA)
2.35%4.17%73.76%-
PSEGPSEG (PEG)
2.34%1.61%99.85%-
FirstEnergyFirstEnergy (FE)
2.3%2.35%99.05%-
RWERWE (RWE.DE)
2.13%2.64%99.85%-
CenterPoint EnergyCenterPoint Energy (CNP)
2.13%1.97%99.05%-
AtmosAtmos (ATO)
1.99%1.89%99.05%-
VistraVistra (VST)
1.97%2.19%74.12%-
Waste ManagementWaste Management (WM)
1.94%1.81%74.93%-
Pinnacle WestPinnacle West (PNW)
1.93%2.09%74.12%-
AmerenAmeren (AEE)
1.81%1.91%83.41%-
Republic ServicesRepublic Services (RSG)
1.79%1.86%74.93%-
China ShenhuaChina Shenhua (1088.HK)
1.65%0%51.75%1/9/2024
Alliant EnergyAlliant Energy (LNT)
1.62%1.95%74.93%-
PetroChinaPetroChina (00857.HK)
1.59%0%51.75%1/9/2024
Red ElectricaRed Electrica (RED.MC)
1.5%1.44%73.76%-
National GridNational Grid (NG.L)
1.43%0%51.83%1/9/2024
IberdrolaIberdrola (IBE.MC)
1.22%0%51.83%1/2/2025
CGN PowerCGN Power (1816.HK)
1.22%0%52.12%1/2/2025
OGE EnergyOGE Energy (OGE)
1.18%0%52.19%1/2/2025
EvergyEvergy (EVRG)
1.17%2.53%48.03%-
EdisonEdison (EIX)
1.15%1.6%47.66%-
SSESSE (SSE.L)
1.12%0%51.83%1/9/2024
EndesaEndesa (ELE.MC)
0.99%2.29%47.66%-
SnamSnam (SRG.MI)
0.96%2.04%48.03%-
Waste ConnectionsWaste Connections (WCN)
0.96%1.59%48.03%-
PG&EPG&E (PCG)
0.94%1.51%48.03%-
American WaterAmerican Water (AWK)
0.85%1.6%46.86%-
Power AssetsPower Assets (00006.HK)
0.65%0%26.02%1/9/2024
EnelEnel (ENEL.MI)
0.64%3.13%21.93%-
Electricite de France SAElectricite de France SA (EDF.PA_old)
0.58%0%25.73%1/10/2023
PGEPGE (POR)
0.58%0%26.1%1/2/2025
NaturgyNaturgy (NTGY.MC)
0.56%0%25.73%1/10/2023
CLPCLP (00002.HK)
0.56%0%25.66%1/10/2023
AGLAGL (AGL.ASX)
0.55%0%26.02%1/1/2025
SABESPSABESP (SBS)
0.54%0%26.1%1/9/2024
TernaTerna (TRN.MI)
0.53%0%26.1%1/2/2025
EnagasEnagas (ENG.MC)
0.52%0%25.73%1/10/2023
NorthWesternNorthWestern (NWE)
0.5%0%26.1%1/9/2024
United UtilitiesUnited Utilities (UU.L)
0.5%0%25.73%1/10/2023
Southwest GasSouthwest Gas (SWX)
0.5%0%26.1%1/9/2024
EDPEDP (EDP.LSB)
0.48%0%24.93%1/10/2023
PNM ResourcesPNM Resources (TXNM)
0.48%0%26.1%1/9/2024
VinciVinci (DG.PA)
0.48%0%25.73%1/10/2023
EletrobrasEletrobras (EBR)
0.47%0%26.1%1/9/2024
UGIUGI (UGI)
0.46%1.91%21.93%-
Clearway EnergyClearway Energy (CWEN)
0.44%2.02%21.93%-
ENN EnergyENN Energy (02688.HK)
0.4%0%25.66%1/10/2023
TotalEnergiesTotalEnergies (TTE.PA)
0.02%0%0.8%1/11/2022
Hong Kong & China GasHong Kong & China Gas (3.HK)
0.02%0%0.8%1/11/2022
FerrovialFerrovial (FER.MC)
0.01%0%0.8%1/11/2022
VeoliaVeolia (VIE.PA)
0.01%0%0.8%1/11/2022
SuezSuez (SEV.PA)
0.01%0%0.8%1/11/2022
China GasChina Gas (00384.HK)
0.01%0%0.8%1/11/2022

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
VistraVistra (VST)
0.69%3.84%
EntergyEntergy (ETR)
2.85%3.59%
EngieEngie (ENGI.PA)
3.81%3.37%
NisourceNisource (NI)
2.62%3.17%
Xcel EnergyXcel Energy (XEL)
3.15%2.96%
AEPAEP (AEP)
3.04%2.86%
PSEGPSEG (PEG)
2.36%2.78%
Southern CoSouthern Co (SO)
2.52%2.78%
Duke EnergyDuke Energy (DUK)
2.9%2.78%
ExelonExelon (EXC)
3.89%2.72%
DTE EnergyDTE Energy (DTE)
2.92%2.71%
Pinnacle WestPinnacle West (PNW)
2.59%2.63%
AmerenAmeren (AEE)
2.9%2.61%
EvergyEvergy (EVRG)
2.51%2.58%
PPLPPL (PPL)
2.59%2.57%
CMS EnergyCMS Energy (CMS)
2.68%2.54%
WEC EnergyWEC Energy (WEC)
2.74%2.52%
SempraSempra (SRE)
2.14%2.46%
OGE EnergyOGE Energy (OGE)
2.55%2.44%
NextEraNextEra (NEE)
2.78%2.4%
Waste ManagementWaste Management (WM)
2.01%2.38%
E.ONE.ON (EOAN.DE)
2.78%2.38%
PG&EPG&E (PCG)
2.33%2.37%
Alliant EnergyAlliant Energy (LNT)
2.39%2.35%
Republic ServicesRepublic Services (RSG)
1.65%2.34%
ConEdConEd (ED)
2.35%2.27%
AtmosAtmos (ATO)
1.91%2.26%
Dominion EnergyDominion Energy (D)
3.08%2.25%
FirstEnergyFirstEnergy (FE)
2.49%2.18%
AGLAGL (AGL.ASX)
2.02%2.16%
PGEPGE (POR)
2.33%2.1%
EversourceEversource (ES)
3.12%2.05%
CenterPoint EnergyCenterPoint Energy (CNP)
1.96%2.04%
SnamSnam (SRG.MI)
2.41%2%
TernaTerna (TRN.MI)
2.2%1.98%
CGN PowerCGN Power (1816.HK)
1.45%1.91%
Red ElectricaRed Electrica (RED.MC)
1.9%1.9%
IberdrolaIberdrola (IBE.MC)
1.82%1.87%
Waste ConnectionsWaste Connections (WCN)
1.74%1.84%
RWERWE (RWE.DE)
2.32%1.79%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments