Utilities — Sector


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.71% 3.08% 9.15% 261.78%
S&P 500   18.50% 7.98% 211.33%
Difference   -15.42% +1.17% +50.45%


Symbol Entry Date Entry Price Last Price % Profit
AEP $82.20 $84.00 +2.19%
AES $25.26 $24.49 -3.05%
ATO $88.35 $94.10 +6.51%
AWK $136.71 $171.31 +25.31%
BEP $36.01 $38.27 +6.28%
CMS $58.21 $61.18 +5.10%
DTE $116.21 $115.22 -0.85%
ED $71.55 $75.60 +5.66%
ES $80.97 $87.73 +8.35%
ETR $99.82 $103.81 +4.00%
EVRG $55.38 $63.65 +14.93%
NEE $75.78 $81.94 +8.13%
RUN $41.92 $49.97 +19.22%
WEC $92.10 $90.25 -2.01%
XEL $63.99 $65.48 +2.33%

Utilities