Energy Utilities — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 2.03% 4.44% 6.87% 161.66%
S&P 500   18.91% 7.99% 206.96%
Difference   -14.47% -1.12% -45.30%


Symbol Entry Date Entry Price Last Price % Profit
AEE $78.11 $83.92 +7.44%
AEP $81.82 $88.12 +7.70%
AES $23.90 $23.70 -0.84%
AQN $14.89 $15.97 +7.25%
ATO $92.87 $98.59 +6.16%
AY $34.51 $39.76 +15.21%
CWEN $27.38 $28.68 +4.75%
DTE $114.90 $117.32 +2.11%
EBR $5.69 $7.82 +37.43%
ETR $98.01 $102.92 +5.01%
EVRG $53.04 $65.22 +22.96%
NRG $37.09 $41.24 +11.19%
ORA $64.22 $69.74 +8.60%
PNM $36.81 $48.33 +31.30%
XEL $60.21 $68.25 +13.35%

Energy Utilities