Electric Utilities Companies By Bonds Weight

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Bond Positions Weight	Efficiency	Market Risk	Exp Return
1	AMPS	Altus Power	Etf	4.32	Electric Utilities, Utilities - Renewable, NYSE Composite, Utilities—Renewable	96.33	0.12	6.45	0.78
2	ES	Eversource Energy	Stock	64.49	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, PHLX Utility, CAC All Shares, SP 500 Index, All-Tradable, Tradable, Energy Oil, Mid Small, All-Tradable Net, Small90, Energy, Utilities—Regulated	0.0	(0.05)	1.12	(0.05)
3	FE	FirstEnergy	Stock	42.55	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Stock Exchange Of, PHLX Utility, SP 500 Index, Dow Jones SET Total Return, Energy, Utilities—Regulated	0.0	(0.05)	0.82	(0.04)
4	HE	Hawaiian Electric Industries	Stock	10.39	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Utilities—Diversified	0.0	(0.04)	3.18	(0.12)
5	SO	Southern Company	Stock	89.13	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Stock Exchange Of, PHLX Utility, 100 Index, SP 500 Dow Jones 100, Utilities—Regulated	0.0	0.02	0.96	0.02
6	MGEE	MGE Energy	Stock	104.28	Electric Utilities, Utilities - Regulated Electric, SP Small-Cap 600, NASDAQ Composite, Composite Total, Energy, Utilities—Diversified	0.0	0.20	1.58	0.32
7	VGAS	Verde Clean Fuels	Stock	4.27	Electric Utilities, Utilities - Renewable, NASDAQ Composite, Cleaning, Chemicals, Specialty Basic Materials	0.0	0.06	3.28	0.20
8	MNTK	Montauk Renewables	Stock	4.42	Electric Utilities, Utilities - Diversified, NASDAQ Composite, Basic Diversified Assets, Utilities—Diversified	0.0	0.03	3.95	0.12
9	DUKB	Duke Energy Corp	Stock	24.7	Electric Utilities, Energy, Utilities	0.0	0.00	0.44	0.00
10	RNWWW	ReNew Energy Global	Stock	0.21	Electric Utilities, Utilities - Renewable, Energy, Utilities—Renewable	0.0	(0.01)	11.85	(0.07)
11	ELPC	Companhia Paranaense de	Stock	5.72	Electric Utilities, Utilities - Diversified, NYSE Composite	0.0	(0.08)	2.40	(0.20)
12	ENIC	Enel Chile SA	Stock	2.72	Electric Utilities, Utilities - Regulated Electric, NYSE Composite, Basic Utilities—Regulated	0.0	0.01	1.82	0.02
13	37331NAL5	US37331NAL55	Bond	92.95	Electric Utilities, US37331NAL55 Corporate Bond	0.0	(0.21)	0.37	(0.08)
14	37331NAK7	US37331NAK72	Bond	82.99	Electric Utilities, US37331NAK72 Corporate Bond	0.0	(0.11)	1.55	(0.17)
15	37331NAJ0	US37331NAJ00	Bond	95.3	Electric Utilities, US37331NAJ00 Corporate Bond	0.0	(0.06)	0.74	(0.05)
16	EVRG	Evergy,	Stock	64.63	Electric Utilities, Utilities - Regulated Electric, SP 500 Index, NASDAQ Composite, Utilities—Regulated	0.0	0.17	0.83	0.14
17	37331NAN1	US37331NAN12	Bond	90.2	Electric Utilities, US37331NAN12 Corporate Bond	0.0	(0.09)	1.13	(0.10)
18	373334KN0	US373334KN09	Bond	74.52	Electric Utilities, US373334KN09 Corporate Bond	0.0	(0.13)	1.01	(0.13)
19	373334KL4	US373334KL43	Bond	89.17	Electric Utilities, US373334KL43 Corporate Bond	0.0	(0.12)	0.48	(0.06)
20	373334KR1	SO 5125 15 MAY 52	Bond	93.47	Electric Utilities, SO 5125 15 MAY 52 Corporate Bond	0.0	(0.08)	0.94	(0.08)

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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Electric Utilities Companies By Bonds Weight

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