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 76.58 19 B 30.9% 17%   7% -11%
American Electric Power AEP NYSE Utilities Electric Utilities & Grid USD 90.37 45 B 34.2% 16%   7% -9%
American Water Works AWK NYSE Utilities Water Supply USD 117.18 21 B 39.6% 17%   8% -12%
CMS Energy CMS NYSE Utilities Electricity & Gas Distribution USD 58.96 17 B 30.0% 16%   7% -10%
Consolidated Edison ED NYSE Utilities Electricity & Gas Distribution USD 88.94 29 B 18.5% 17%   6% -11%
DTE Energy Company DTE NYSE Utilities Electricity & Gas Distribution USD 130.22 24 B 29.8% 16%   7% -10%
Duke Energy DUK NYSE Utilities Diversified Power Utilities USD 90.12 66 B 19.1% 15%   6% -8%
Eversource Energy ES NYSE Utilities Integrated Energy & Water Utilities USD 76.98 24 B 37.4% 15%   7% -10%
NextEra Energy NEE NYSE Utilities Renewable Energy Generation USD 206.22 99 B 26.5% 15%   6% -8%
PPL PPL NYSE Utilities Electricity & Gas Distribution USD 31.42 23 B 15.3% 20%   5% -14%
Public Service Enterprise Group Inc. PEG NYSE Utilities Electricity & Gas Distribution USD 60.14 30 B 15.4% 17%   6% -11%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 86.85 28 B 27.6% 14%   3% -11%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 55.98 58 B 26.7% 17%   6% -13%
Waste Management WM NYSE Utilities Environmental Services & Waste Mngt USD 116.42 49 B 45.1% 16%   5% -11%
Wisconsin Energy Corp. WEC NYSE Utilities Electricity & Gas Distribution USD 84.94 27 B 37.6% 16%   7% -10%
Xcel Energy XEL NASDAQ Utilities Electric Utilities & Grid USD 60.99 31 B 38.0% 16%   7% -11%