Utilities Companies By Bonds Weight

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Bond Positions Weight	Efficiency	Market Risk	Exp Return
1	D	Dominion Energy	Stock	53.77	Multi-Utilities, Utilities - Regulated Electric, Utilities, NYSE Composite, SP 500 Index, PHLX Utility, Dow Jones 100 Energy, Utilities—Regulated	0.0	0.00	1.68	0.00
2	AM	Antero Midstream Partners	Stock	18.09	Oil & Gas Storage Transportation, Midstream, Energy, NYSE Composite, SBF 120, CAC All-Tradable, ARCA Natural Gas, All Shares, SP Midcap 400, Mid 60, Small, Industrials, 120 Gross, All-Tradable Net, Tradable, Basic Utilities, Oil, Consumable Fuels, Energy	0.0	0.04	1.81	0.07
3	ED	Consolidated Edison	Stock	101.35	Multi-Utilities, Utilities - Regulated Electric, Utilities, NYSE Composite, SP 500 Index, PHLX Utility, Dow Jones Baby Boomer Prospects, Utilities—Regulated	0.0	(0.05)	1.48	(0.07)
4	EE	Excelerate Energy	Stock	29.83	Oil & Gas Storage Transportation, Midstream, Energy, NYSE Composite, Stock Exchange Of, Utilities, Oil, Consumable Fuels, Utilities—Renewable, Utilities	0.0	0.03	2.91	0.10
5	ES	Eversource Energy	Stock	63.2	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, SP 500 Index, PHLX Utility, CAC All-Tradable, All Shares, Small90, Energy Oil, Mid Small, All-Tradable Net, Tradable, Energy, Utilities—Regulated	0.0	0.04	1.87	0.08
6	ET	Energy Transfer LP	Stock	17.93	Oil & Gas Storage Transportation, Midstream, Energy, Basic Utilities, Oil, Consumable Fuels, Energy	0.0	(0.01)	2.47	(0.03)
7	FE	FirstEnergy	Stock	39.72	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Stock Exchange Of, SP 500 Index, PHLX Utility, Dow Jones Energy, Utilities—Regulated	0.0	0.02	1.34	0.03
8	HE	Hawaiian Electric Industries	Stock	10.25	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Utilities—Diversified	0.0	(0.04)	2.16	(0.08)
9	NI	NiSource	Stock	39.28	Multi-Utilities, Utilities - Regulated Gas, Utilities, NYSE Composite, SP 500 Index, ARCA Natural Dow Jones Utility, Basic Utilities—Regulated	0.0	0.02	1.49	0.02
10	SO	Southern Company	Stock	88.42	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Stock Exchange Of, SP 500 Index, PHLX Utility, Dow Jones 100 100, Macroaxis Picks, Utilities—Regulated	0.0	0.00	1.26	0.00
11	SR	Spire Inc	Stock	72.22	Gas Utilities, Utilities - Regulated Gas, NYSE Composite, SP Midcap 400, Utilities—Regulated	0.0	(0.06)	1.21	(0.08)
12	VG	Venture Global,	Stock	17.71	Oil & Gas Exploration Production, Midstream, Energy, Utilities, Oil, Consumable Fuels, Telecom Services, Communication Services	0.0	0.16	5.73	0.89
13	MGEE	MGE Energy	Stock	88.07	Electric Utilities, Utilities - Regulated Electric, SP Small-Cap 600, NASDAQ Composite, Nasdaq Industrial, Composite Total, Energy, Utilities—Diversified	0.0	(0.06)	1.14	(0.06)
14	VCII	ViviCells International	Stock	1.0E-4	Independent Power and Renewable Electricity Producers, Utilities - Renewable, Utilities, Utilities—Renewable	0.0	0.00	0.00	0.00
15	VGAS	Verde Clean Fuels	Stock	3.24	Electric Utilities, Utilities - Renewable, NASDAQ Composite, Cleaning, Recycling, Chemicals, Specialty Basic Materials	0.0	(0.04)	4.61	(0.17)
16	MNTK	Montauk Renewables	Stock	2.26	Electric Utilities, Specialty Chemicals, Basic Materials, NASDAQ Composite, Utilities—Diversified, Utilities	0.0	0.05	5.67	0.29
17	DUKB	Duke Energy Corp	Stock	24.07	Electric Utilities, Energy, Utilities	0.0	(0.05)	0.50	(0.02)
18	MSEX	Middlesex Water	Stock	55.59	Water Utilities, Utilities - Regulated Water, SP Small-Cap 600, NASDAQ Composite, Nasdaq Industrial, Composite Total, Basic Utilities—Regulated	0.0	(0.06)	1.69	(0.10)
19	CMS-PB	Consumers Energy	Preferred Stock	74.5	Utilities, Utilities - Regulated Electric, Basic Energy	0.0	(0.09)	1.16	(0.10)
20	CMS-PC	CMS Energy	Preferred Stock	16.83	Utilities, Utilities - Regulated Electric, Basic Energy, Electric Utilities—Regulated	0.0	(0.06)	0.76	(0.05)

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

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Utilities Companies By Bonds Weight

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