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Utilities
🇬🇧 Utilities Smart Portfolio.
1,540 copiers.

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

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
39.9 instruments

Most Consistent Holdings

Top 5

avatarEOAN.DE
99.65%
avatarRWE.DE
99.65%
avatarDUK
99.65%
avatarAEP
99.65%
avatarED
99.65%

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
88.55%
Industrial Services
5.17%
Energy Minerals
3.16%
Other
0.58%
Distribution Services
0.51%

Top Countries

Top 5

🇺🇸United States
70.98%
🇪🇸Spain
4.75%
🇩🇪Germany
4.72%
🇨🇳China
4.71%
🇬🇧United Kingdom
2.95%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Duke EnergyDuke Energy (DUK)
3.06%3.07%99.65%-
AEPAEP (AEP)
3%3.06%99.65%-
EntergyEntergy (ETR)
2.97%3.72%98.66%-
Southern CoSouthern Co (SO)
2.93%2.45%99.58%-
ConEdConEd (ED)
2.86%2.63%99.65%-
ExelonExelon (EXC)
2.82%3.24%99.5%-
Dominion EnergyDominion Energy (D)
2.74%2.54%99.65%-
DTE EnergyDTE Energy (DTE)
2.71%2.65%99.65%-
Xcel EnergyXcel Energy (XEL)
2.64%3.03%98.87%-
E.ONE.ON (EOAN.DE)
2.57%2.81%99.65%-
CMS EnergyCMS Energy (CMS)
2.53%2.27%99.65%-
NisourceNisource (NI)
2.53%2.15%99.43%-
EversourceEversource (ES)
2.47%3.21%98.87%-
WEC EnergyWEC Energy (WEC)
2.45%2.62%99.43%-
PPLPPL (PPL)
2.43%2.37%98.73%-
EngieEngie (ENGI.PA)
2.4%4.59%74.17%-
SempraSempra (SRE)
2.4%2.3%99.5%-
NextEraNextEra (NEE)
2.39%2.91%99.5%-
PSEGPSEG (PEG)
2.31%1.61%99.5%-
FirstEnergyFirstEnergy (FE)
2.3%2.31%98.87%-
RWERWE (RWE.DE)
2.14%2.74%99.65%-
CenterPoint EnergyCenterPoint Energy (CNP)
2.12%1.96%98.73%-
AtmosAtmos (ATO)
1.98%1.88%98.66%-
VistraVistra (VST)
1.97%2%74.52%-
Waste ManagementWaste Management (WM)
1.93%1.99%75.51%-
Pinnacle WestPinnacle West (PNW)
1.93%2.11%74.73%-
AmerenAmeren (AEE)
1.8%1.85%83.51%-
Republic ServicesRepublic Services (RSG)
1.78%1.94%75.51%-
Alliant EnergyAlliant Energy (LNT)
1.62%1.92%75.3%-
China ShenhuaChina Shenhua (1088.HK)
1.6%0%50.11%1/9/2024
PetroChinaPetroChina (00857.HK)
1.54%0%50.11%1/9/2024
Red ElectricaRed Electrica (RED.MC)
1.49%1.34%74.24%-
National GridNational Grid (NG.L)
1.38%0%50.18%1/9/2024
EvergyEvergy (EVRG)
1.2%2.46%49.4%-
IberdrolaIberdrola (IBE.MC)
1.18%0%50.18%1/2/2025
CGN PowerCGN Power (1816.HK)
1.18%0%50.46%1/2/2025
EdisonEdison (EIX)
1.16%1.72%48.9%-
OGE EnergyOGE Energy (OGE)
1.14%0%50.53%1/2/2025
SSESSE (SSE.L)
1.09%0%50.18%1/9/2024
EndesaEndesa (ELE.MC)
1.03%2.29%48.97%-
SnamSnam (SRG.MI)
0.99%2.17%49.33%-
Waste ConnectionsWaste Connections (WCN)
0.98%1.65%49.33%-
PG&EPG&E (PCG)
0.95%1.49%49.26%-
American WaterAmerican Water (AWK)
0.87%1.71%48.12%-
EnelEnel (ENEL.MI)
0.71%3.2%24.06%-
Power AssetsPower Assets (00006.HK)
0.63%0%25.19%1/9/2024
Electricite de France SAElectricite de France SA (EDF.PA_old)
0.56%0%24.91%1/10/2023
PGEPGE (POR)
0.56%0%25.27%1/2/2025
NaturgyNaturgy (NTGY.MC)
0.55%0%24.91%1/10/2023
CLPCLP (00002.HK)
0.54%0%24.84%1/10/2023
AGLAGL (AGL.ASX)
0.53%0%25.19%1/1/2025
SABESPSABESP (SBS)
0.52%0%25.27%1/9/2024
TernaTerna (TRN.MI)
0.52%0%25.27%1/2/2025
UGIUGI (UGI)
0.51%2.24%24.2%-
EnagasEnagas (ENG.MC)
0.5%0%24.91%1/10/2023
Clearway EnergyClearway Energy (CWEN)
0.49%2.12%23.99%-
NorthWesternNorthWestern (NWE)
0.49%0%25.27%1/9/2024
United UtilitiesUnited Utilities (UU.L)
0.48%0%24.91%1/10/2023
Southwest GasSouthwest Gas (SWX)
0.48%0%25.27%1/9/2024
EDPEDP (EDP.LSB)
0.47%0%24.13%1/10/2023
PNM ResourcesPNM Resources (TXNM)
0.47%0%25.27%1/9/2024
VinciVinci (DG.PA)
0.47%0%24.91%1/10/2023
EletrobrasEletrobras (AXIA)
0.45%0%25.27%1/9/2024
ENN EnergyENN Energy (02688.HK)
0.39%0%24.84%1/10/2023
TotalEnergiesTotalEnergies (TTE.PA)
0.02%0%0.78%1/11/2022
Hong Kong & China GasHong Kong & China Gas (3.HK)
0.02%0%0.78%1/11/2022
FerrovialFerrovial (FER.MC)
0.01%0%0.78%1/11/2022
VeoliaVeolia (VIE.PA)
0.01%0%0.78%1/11/2022
SuezSuez (SEV.PA)
0.01%0%0.78%1/11/2022
China GasChina Gas (00384.HK)
0.01%0%0.78%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