Last Updated: September 28, 2016
Inception Date: April 05, 2000
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|2||AEP||american elec pwr inc||3.34%|
|4||AGR||avangrid inc com||3.33%|
|5||ATO||atmos energy corp||3.34%|
|6||AWK||american wtr wks co inc new com||3.33%|
|7||BIP||brookfield infrast partners lp int unit||3.34%|
|8||CMS||cms energy corp||3.33%|
|9||CPL||cpfl energia s a sponsored adr||3.33%|
|10||D||dominion resources inc.||3.33%|
|11||DTE||dte energy co||3.33%|
|12||DUK||duke energy corp new com||3.34%|
|17||HNP||huaneng pwr intl inc adr n||3.33%|
|18||LNT||alliant energy corp||3.34%|
|19||NEE||nextera energy inc||3.33%|
|20||NGG||national grid transco plc spon adr new||3.33%|
|22||OKE||oneok inc new||3.33%|
|24||PEG||public svc enterprise group||3.33%|
|25||PNW||pinnacle west cap corp||3.33%|
|27||SCG||scana corp new||3.34%|
|29||WEC||wisconsin energy corp new||3.34%|
|30||XEL||xcel energy inc||3.33%|
Steps to Create This Folio
- We selected companies with primary business operations in the Utility Industry, as defined by Zacks Investment Research.
- We ranked the securities according to market capitalization and selected 30 securities based on fundamental criteria defined by Folio with the highest market capitalizations.
- We equally weighted all securities in the Folio.
Number of Securities
There are generally 30 securities in the Folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.