Last Updated: September 23, 2016
Inception Date: March 11, 2001
Date Funded: August 31, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||AEP||american elec pwr inc||20.00%|
|2||D||dominion resources inc.||20.00%|
|3||DUK||duke energy corp new com||20.00%|
|4||NEE||nextera energy inc||20.00%|
|5||NGG||national grid transco plc spon adr new||20.00%|
Steps to Create This Folio
- We selected companies with primary business operations in the Utility sector, excluding telephone utilities, as defined by Zacks Investment Research.
- We ranked the companies according to their market capitalizations and selected the top 5 stocks.
- We equally weighted the securities in the folio
Number of Securities
There are generally 5 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.