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Utilities
🇬🇧 Utilities Smart Portfolio.
1,663 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
40.1 instruments

Most Consistent Holdings

Top 5

avatarEOAN.DE
99.92%
avatarRWE.DE
99.92%
avatarEXC
99.92%
avatarDUK
99.92%
avatarSO
99.92%

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
88.94%
Industrial Services
5.16%
Energy Minerals
3.45%
Other
0.63%
Distribution Services
0.38%

Top Countries

Top 5

🇺🇸United States
70.81%
🇨🇳China
5.14%
🇪🇸Spain
4.87%
🇩🇪Germany
4.69%
🇬🇧United Kingdom
3.22%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Duke EnergyDuke Energy (DUK)
3.06%3.33%99.92%-
AEPAEP (AEP)
3.01%3.05%99.92%-
Southern CoSouthern Co (SO)
2.97%2.76%99.92%-
EntergyEntergy (ETR)
2.92%3.62%99.07%-
ConEdConEd (ED)
2.89%2.75%99.92%-
ExelonExelon (EXC)
2.79%3.35%99.92%-
Dominion EnergyDominion Energy (D)
2.77%2.65%99.92%-
DTE EnergyDTE Energy (DTE)
2.71%2.87%99.92%-
Xcel EnergyXcel Energy (XEL)
2.61%2.98%99.07%-
NisourceNisource (NI)
2.57%2.22%99.92%-
E.ONE.ON (EOAN.DE)
2.56%2.91%99.92%-
CMS EnergyCMS Energy (CMS)
2.56%2.4%99.92%-
PPLPPL (PPL)
2.44%2.58%99.07%-
WEC EnergyWEC Energy (WEC)
2.43%2.76%99.92%-
EversourceEversource (ES)
2.42%3.13%99.07%-
SempraSempra (SRE)
2.42%2.16%99.92%-
PSEGPSEG (PEG)
2.38%1.74%99.92%-
NextEraNextEra (NEE)
2.36%2.75%99.92%-
FirstEnergyFirstEnergy (FE)
2.3%2.29%99.07%-
EngieEngie (ENGI.PA)
2.27%3.95%72.38%-
CenterPoint EnergyCenterPoint Energy (CNP)
2.14%2%99.07%-
RWERWE (RWE.DE)
2.12%2.23%99.92%-
AtmosAtmos (ATO)
2%1.87%99.07%-
VistraVistra (VST)
1.95%2.28%72.76%-
Waste ManagementWaste Management (WM)
1.93%2.13%73.61%-
Pinnacle WestPinnacle West (PNW)
1.92%2.23%72.76%-
AmerenAmeren (AEE)
1.8%1.96%82.56%-
Republic ServicesRepublic Services (RSG)
1.78%2.15%73.61%-
China ShenhuaChina Shenhua (1088.HK)
1.74%0%54.63%1/9/2024
PetroChinaPetroChina (00857.HK)
1.68%0%54.63%1/9/2024
Alliant EnergyAlliant Energy (LNT)
1.6%1.96%73.61%-
National GridNational Grid (NG.L)
1.5%0%54.71%1/9/2024
Red ElectricaRed Electrica (RED.MC)
1.5%1.5%72.38%-
IberdrolaIberdrola (IBE.MC)
1.29%0%54.71%1/2/2025
CGN PowerCGN Power (1816.HK)
1.29%0%55.02%1/2/2025
OGE EnergyOGE Energy (OGE)
1.24%0%55.09%1/2/2025
SSESSE (SSE.L)
1.19%0%54.71%1/9/2024
EdisonEdison (EIX)
1.12%1.68%44.83%-
EvergyEvergy (EVRG)
1.1%2.44%45.22%-
EndesaEndesa (ELE.MC)
0.94%1.97%44.83%-
Waste ConnectionsWaste Connections (WCN)
0.92%1.79%45.22%-
PG&EPG&E (PCG)
0.91%1.55%45.22%-
SnamSnam (SRG.MI)
0.91%2.03%45.22%-
American WaterAmerican Water (AWK)
0.8%1.9%43.98%-
Power AssetsPower Assets (00006.HK)
0.68%0%27.47%1/9/2024
Electricite de France SAElectricite de France SA (EDF.PA_old)
0.62%0%27.16%1/10/2023
PGEPGE (POR)
0.61%0%27.55%1/2/2025
NaturgyNaturgy (NTGY.MC)
0.6%0%27.16%1/10/2023
CLPCLP (00002.HK)
0.59%0%27.08%1/10/2023
AGLAGL (AGL.ASX)
0.58%0%27.47%1/1/2025
SABESPSABESP (SBS)
0.57%0%27.55%1/9/2024
TernaTerna (TRN.MI)
0.56%0%27.55%1/2/2025
EnagasEnagas (ENG.MC)
0.55%0%27.16%1/10/2023
NorthWesternNorthWestern (NWE)
0.53%0%27.55%1/9/2024
United UtilitiesUnited Utilities (UU.L)
0.53%0%27.16%1/10/2023
Southwest GasSouthwest Gas (SWX)
0.52%0%27.55%1/9/2024
EnelEnel (ENEL.MI)
0.51%2.94%17.67%-
EDPEDP (EDP.LSB)
0.51%0%26.31%1/10/2023
PNM ResourcesPNM Resources (TXNM)
0.51%0%27.55%1/9/2024
VinciVinci (DG.PA)
0.51%0%27.16%1/10/2023
EletrobrasEletrobras (EBR)
0.49%0%27.55%1/9/2024
ENN EnergyENN Energy (02688.HK)
0.43%0%27.08%1/10/2023
UGIUGI (UGI)
0.38%2.05%17.67%-
Clearway EnergyClearway Energy (CWEN)
0.36%2%17.67%-
TotalEnergiesTotalEnergies (TTE.PA)
0.02%0%0.85%1/11/2022
Hong Kong & China GasHong Kong & China Gas (3.HK)
0.02%0%0.85%1/11/2022
FerrovialFerrovial (FER.MC)
0.02%0%0.85%1/11/2022
VeoliaVeolia (VIE.PA)
0.02%0%0.85%1/11/2022
SuezSuez (SEV.PA)
0.01%0%0.85%1/11/2022
China GasChina Gas (00384.HK)
0.01%0%0.85%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