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 71.99 18 B 29.1% 17%   7% -11%
American Electric Power AEP NYSE Utilities Electric Utilities & Grid USD 84.02 41 B 25.3% 16%   7% -11%
American Water Works AWK NYSE Utilities Water Supply USD 105.84 19 B 27.0% 17%   7% -12%
CMS Energy CMS NYSE Utilities Electricity & Gas Distribution USD 54.40 15 B 21.8% 17%   7% -10%
Consolidated Edison ED NYSE Utilities Electricity & Gas Distribution USD 84.32 27 B 11.2% 17%   6% -11%
DTE Energy Company DTE NYSE Utilities Electricity & Gas Distribution USD 124.04 23 B 22.8% 16%   7% -10%
Duke Energy DUK NYSE Utilities Diversified Power Utilities USD 89.68 65 B 18.3% 16%   6% -10%
Eversource Energy ES NYSE Utilities Integrated Energy & Water Utilities USD 70.86 22 B 22.8% 16%   6% -13%
NextEra Energy NEE NYSE Utilities Renewable Energy Generation USD 190.06 91 B 21.4% 16%   6% -8%
PPL PPL NYSE Utilities Electricity & Gas Distribution USD 30.95 22 B 13.8% 20%   6% -14%
Public Service Enterprise Group Inc. PEG NYSE Utilities Electricity & Gas Distribution USD 58.70 30 B 20.2% 17%   6% -11%
Republic Services RSG NYSE Utilities Environmental Services & Waste Mngt USD 79.32 26 B 24.2% 14%   3% -11%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 52.23 54 B 18.7% 17%   6% -13%
Waste Management WM NYSE Utilities Environmental Services & Waste Mngt USD 106.11 45 B 32.9% 16%   4% -11%
Wisconsin Energy Corp. WEC NYSE Utilities Electricity & Gas Distribution USD 77.05 24 B 26.3% 16%   7% -10%
Xcel Energy XEL NASDAQ Utilities Electric Utilities & Grid USD 55.41 28 B 24.4% 16%   7% -11%