Utilities — Sector


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.20% 2.07% 26.46% 2889.17%
S&P 500   18.91% 7.99% 206.96%
Difference   -16.84% +18.47% +2,682.21%


Symbol Entry Date Entry Price Last Price % Profit
AEP $81.82 $88.12 +7.70%
AES $23.90 $23.70 -0.84%
ATO $92.87 $98.59 +6.16%
AWK $139.38 $170.11 +22.05%
BEP $39.92 $39.32 -1.50%
CMS $55.45 $61.79 +11.43%
DTE $114.90 $117.32 +2.11%
ED $70.76 $73.77 +4.25%
ES $76.39 $86.27 +12.93%
ETR $98.01 $102.92 +5.01%
EVRG $53.04 $65.22 +22.96%
NEE $74.22 $77.90 +4.96%
RUN $50.62 $52.97 +4.64%
WEC $87.83 $94.14 +7.18%
XEL $60.21 $68.25 +13.35%

Utilities