US Utilities Majors

US Utilities Majors
  • Pininvest Analysis

With a focus on large cap US-based utilities, our selection favors power providers. The category has clearly benefitted from a flight to more stable assets after the sharp market pullback of October ’18.

The Utilities run-up of February – March (+5% against +2% for the broad market index) may reflect a degree of discomfort with current valuations in other market sectors

Our low-volatility selection may be of special relevance as tracker against the total market (as shown) or as benchmark against your personal portfolio selection

Select time frames from 1 month to 1 year for detailed comparisons (above right)

US Utilities Majors • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
Ameren AEE NYSE Utilities Electricity & Gas Distribution USD 76.64 19 B 21.3% 16%   7% -11%
American Electric Power AEP NYSE Utilities Electric Utilities & Grid USD 90.23 45 B 28.2% 16%   7% -9%
American Water Works AWK NYSE Utilities Water Supply USD 124.22 22 B 40.9% 17%   8% -12%
CMS Energy CMS NYSE Utilities Electricity & Gas Distribution USD 61.20 17 B 25.7% 16%   7% -10%
Consolidated Edison ED NYSE Utilities Electricity & Gas Distribution USD 87.20 29 B 11.0% 17%   6% -11%
DTE Energy Company DTE NYSE Utilities Electricity & Gas Distribution USD 129.29 24 B 17.1% 16%   6% -10%
Duke Energy DUK NYSE Utilities Diversified Power Utilities USD 89.77 65 B 13.6% 15%   6% -8%
Eversource Energy ES NYSE Utilities Integrated Energy & Water Utilities USD 78.64 25 B 27.6% 15%   7% -10%
NextEra Energy NEE NYSE Utilities Renewable Energy Generation USD 217.53 104 B 26.9% 16%   7% -8%
PPL PPL NYSE Utilities Electricity & Gas Distribution USD 29.41 21 B 3.9% 19%   5% -14%
Public Service Enterprise Group Inc. PEG NYSE Utilities Electricity & Gas Distribution USD 58.10 29 B 11.4% 17%   6% -11%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 89.92 29 B 22.7% 14%   3% -11%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 57.48 60 B 28.8% 17%   6% -10%
Waste Management WM NYSE Utilities Environmental Services & Waste Mngt USD 119.12 51 B 32.6% 15%   5% -11%
Wisconsin Energy Corp. WEC NYSE Utilities Electricity & Gas Distribution USD 90.44 29 B 35.9% 16%   7% -10%
Xcel Energy XEL NASDAQ Utilities Electric Utilities & Grid USD 61.80 32 B 31.2% 16%   7% -11%