Portfolio of UtilityStocksUS on eToro

UtilityStocksUS

🇬🇧 Stock Smart Portfolio.

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

Overview

Summary

+5.96%

This Month

-2.49%

Year To Date

+10.4%

2 Years

+37.04%

5 Years

+37.04%

10 Years

+8.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
88.4%
💵 Cash
11.98%
📦 Distribution Services
2.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
81.82%
🇺🇸 Nasdaq
9.01%

Countries Breakdown

Country
Total

🇺🇸 United States
90.83%

Dividends

Dividend Yield

2.44%

28 out of 28 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $EIX (6.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EIX	0.13%	6.14%	$3.04
ED	0.11%	3.13%	$3.28
AEP	0.11%	2.98%	$3.47
DUK	0.11%	3.55%	$4.1
EXC	0.11%	3.85%	$1.48
ETR	0.11%	2.41%	$4.46
SO	0.1%	3.31%	$2.82
NRG	0.1%	1.85%	$1.57
PPL	0.1%	3.25%	$1
PEG	0.1%	3.7%	$2.34
FE	0.1%	4.03%	$1.64
VST	0.09%	0.58%	$0.85
UGI	0.09%	3.88%	$1.5
EVRG	0.09%	3.34%	$2.54
SRE	0.09%	3.14%	$2.43
NI	0.09%	2.79%	$1.05
ES	0.08%	4.74%	$2.78
XEL	0.08%	3.06%	$2.13
ATO	0.08%	2.39%	$3.16
WEC	0.08%	3.45%	$3.23
DTE	0.08%	3.59%	$4.01
D	0.08%	4.26%	$2.67
NEE	0.07%	3.1%	$1.97
CNP	0.06%	2.32%	$0.79
CMS	0.06%	3.3%	$2.01
AEE	0.06%	2.81%	$2.6
MDU	0.05%	2.95%	$0.5
PCG	0.04%	1.5%	$0.03

Next Dividends

Stock	Type	Date	Pay Per Share
EIX	Pay Day	Oct 31, 2026	$0.88
NI	Ex-Dividend	Oct 31, 2026	$0.30
NRG	Ex-Dividend	Nov 3, 2026	$0.47
FE	Ex-Dividend	Nov 7, 2026	$0.47
CMS	Ex-Dividend	Nov 7, 2026	$0.57
AEP	Ex-Dividend	Nov 10, 2026	$0.95
ETR	Ex-Dividend	Nov 13, 2026	$0.64
DUK	Ex-Dividend	Nov 14, 2026	$1.06
WEC	Ex-Dividend	Nov 14, 2026	$0.95
SO	Ex-Dividend	Nov 17, 2026	$0.76
EVRG	Ex-Dividend	Nov 18, 2026	$0.69
ED	Ex-Dividend	Nov 19, 2026	$0.89
CNP	Ex-Dividend	Nov 20, 2026	$0.23
ATO	Ex-Dividend	Nov 24, 2026	$1.00
NEE	Ex-Dividend	Nov 28, 2026	$0.62
EXC	Ex-Dividend	Dec 4, 2026	$0.42
D	Ex-Dividend	Dec 4, 2026	$0.67
AEE	Ex-Dividend	Dec 8, 2026	$0.75
PEG	Ex-Dividend	Dec 9, 2026	$0.67
PPL	Ex-Dividend	Dec 10, 2026	$0.28
MDU	Ex-Dividend	Dec 10, 2026	$0.14
XEL	Ex-Dividend	Dec 15, 2026	$0.59
UGI	Ex-Dividend	Dec 15, 2026	$0.38
ES	Ex-Dividend	Dec 21, 2026	$0.79
DTE	Ex-Dividend	Dec 21, 2026	$1.17
VST	Ex-Dividend	Dec 21, 2026	$0.23
SRE	Ex-Dividend	Dec 24, 2026	$0.66
PCG	Ex-Dividend	Dec 30, 2026	$0.05
EIX	Ex-Dividend	Jan 7, 2027	$0.88

Performance Metrics

Score 3.7/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.58

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.58

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.33

High:

ETR

25.78

Low:

EIX

5.59

Details

5.6

High:

53.46

Low:

EIX

0.13

Details

Price/Book

2.38

High:

VST

16.19

Low:

PCG

0.84

Details

Price/Sales

2.49

High:

NEE

5.69

Low:

NRG

0.62

Details

Price/CF

9.93

High:

NRG

19.91

Low:

EIX

4.51

Details

Price/FCF

34.44

High:

CNP

2,846

Low:

EXC

10.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-17.52%	Jun 2022	May 2024	23
-17.02%	Mar 2026	-	8
-7.89%	Dec 2024	May 2025	5
-5.34%	Dec 2025	Feb 2026	2
-4.81%	Jun 2024	Jul 2024	1
-3.35%	Aug 2025	Sep 2025	1
-2.54%	Apr 2022	May 2022	1

Monthly Performance

Portfolio of UtilityStocksUS on eToro

UtilityStocksUS

🇬🇧 Stock Smart Portfolio.

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

Summary

+5.96%

This Month

-2.49%

Year To Date

+10.4%

2 Years

+37.04%

5 Years

+37.04%

10 Years

+8.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

⚡ Utilities
88.4%
💵 Cash
11.98%
📦 Distribution Services
2.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
81.82%
🇺🇸 Nasdaq
9.01%

Countries Breakdown

Country
Total

🇺🇸 United States
90.83%

Dividends

Dividend Yield

2.44%

28 out of 28 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $EIX (6.14%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EIX	0.13%	6.14%	$3.04
ED	0.11%	3.13%	$3.28
AEP	0.11%	2.98%	$3.47
DUK	0.11%	3.55%	$4.1
EXC	0.11%	3.85%	$1.48
ETR	0.11%	2.41%	$4.46
SO	0.1%	3.31%	$2.82
NRG	0.1%	1.85%	$1.57
PPL	0.1%	3.25%	$1
PEG	0.1%	3.7%	$2.34
FE	0.1%	4.03%	$1.64
VST	0.09%	0.58%	$0.85
UGI	0.09%	3.88%	$1.5
EVRG	0.09%	3.34%	$2.54
SRE	0.09%	3.14%	$2.43
NI	0.09%	2.79%	$1.05
ES	0.08%	4.74%	$2.78
XEL	0.08%	3.06%	$2.13
ATO	0.08%	2.39%	$3.16
WEC	0.08%	3.45%	$3.23
DTE	0.08%	3.59%	$4.01
D	0.08%	4.26%	$2.67
NEE	0.07%	3.1%	$1.97
CNP	0.06%	2.32%	$0.79
CMS	0.06%	3.3%	$2.01
AEE	0.06%	2.81%	$2.6
MDU	0.05%	2.95%	$0.5
PCG	0.04%	1.5%	$0.03

Next Dividends

Stock	Type	Date	Pay Per Share
EIX	Pay Day	Oct 31, 2026	$0.88
NI	Ex-Dividend	Oct 31, 2026	$0.30
NRG	Ex-Dividend	Nov 3, 2026	$0.47
FE	Ex-Dividend	Nov 7, 2026	$0.47
CMS	Ex-Dividend	Nov 7, 2026	$0.57
AEP	Ex-Dividend	Nov 10, 2026	$0.95
ETR	Ex-Dividend	Nov 13, 2026	$0.64
DUK	Ex-Dividend	Nov 14, 2026	$1.06
WEC	Ex-Dividend	Nov 14, 2026	$0.95
SO	Ex-Dividend	Nov 17, 2026	$0.76
EVRG	Ex-Dividend	Nov 18, 2026	$0.69
ED	Ex-Dividend	Nov 19, 2026	$0.89
CNP	Ex-Dividend	Nov 20, 2026	$0.23
ATO	Ex-Dividend	Nov 24, 2026	$1.00
NEE	Ex-Dividend	Nov 28, 2026	$0.62
EXC	Ex-Dividend	Dec 4, 2026	$0.42
D	Ex-Dividend	Dec 4, 2026	$0.67
AEE	Ex-Dividend	Dec 8, 2026	$0.75
PEG	Ex-Dividend	Dec 9, 2026	$0.67
PPL	Ex-Dividend	Dec 10, 2026	$0.28
MDU	Ex-Dividend	Dec 10, 2026	$0.14
XEL	Ex-Dividend	Dec 15, 2026	$0.59
UGI	Ex-Dividend	Dec 15, 2026	$0.38
ES	Ex-Dividend	Dec 21, 2026	$0.79
DTE	Ex-Dividend	Dec 21, 2026	$1.17
VST	Ex-Dividend	Dec 21, 2026	$0.23
SRE	Ex-Dividend	Dec 24, 2026	$0.66
PCG	Ex-Dividend	Dec 30, 2026	$0.05
EIX	Ex-Dividend	Jan 7, 2027	$0.88

Performance Metrics

Score 3.7/10

Beta

0.58

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.58

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Beta

0.58

0.8

1.2

Sharpe Ratio

0.25

0.5

1.5

Sortino Ratio

0.35

Jensen's Alpha

-1.65

-2

4.5

Omega Ratio

0.77

1.5

2.5

Treynor Ratio

0.58

0.75

1.25

Information Ratio

-0.38

-1

0.3

0.6

Calmar Ratio

0.4

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.33

High:

ETR

25.78

Low:

EIX

5.59

Details

5.6

High:

53.46

Low:

EIX

0.13

Details

Price/Book

2.38

High:

VST

16.19

Low:

PCG

0.84

Details

Price/Sales

2.49

High:

NEE

5.69

Low:

NRG

0.62

Details

Price/CF

9.93

High:

NRG

19.91

Low:

EIX

4.51

Details

Price/FCF

34.44

High:

CNP

2,846

Low:

EXC

10.54

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-17.52%	Jun 2022	May 2024	23
-17.02%	Mar 2026	-	8
-7.89%	Dec 2024	May 2025	5
-5.34%	Dec 2025	Feb 2026	2
-4.81%	Jun 2024	Jul 2024	1
-3.35%	Aug 2025	Sep 2025	1
-2.54%	Apr 2022	May 2022	1