Day Return
YTD Return
1-Year Return
3-Year Return
5-Year Return
Note: Sector performance is calculated based on the previous closing price of all sector constituents
Industries in This Sector
Select an Industry for a Visual Breakdown
| Industry | Market Weight | Day Return | YTD Return |
|---|---|---|---|
| All Industries | 100% | -0.15% | -4.06% |
| Utilities - Regulated Electric | 71.23% | -0.12% | -4.46% |
| Utilities - Diversified | 8.02% | 0.00% | -8.96% |
| Utilities - Renewable | 7.88% | -0.70% | -2.00% |
| Utilities - Regulated Gas | 6.13% | 0.27% | 2.14% |
| Utilities - Regulated Water | 3.94% | -1.00% | -7.08% |
| Utilities - Independent Power Producers | 2.81% | 0.61% | 8.10% |
All Industries
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Note: Percentage % data on heatmap indicates Day Return
Largest Companies in This Sector
Name | Last Price | 1Y Target Est. | Market Weight | Market Cap | Day Change % | YTD Return | Avg. Analyst Rating |
|---|---|---|---|---|---|---|---|
| 56.61 | 71.87 | 11.02% | Buy | ||||
| 67.04 | 74.37 | 6.93% | Buy | ||||
| 91.94 | 103.44 | 6.72% | Buy | ||||
| 70.66 | 82.97 | 4.22% | Buy | ||||
| 80.88 | 86.72 | 4.03% | Buy | ||||
| 16.63 | 19.50 | 4.01% | Buy | ||||
| 131.80 | 124.64 | 3.99% | Buy | ||||
| 45.35 | 49.86 | 3.60% | Hold | ||||
| 34.73 | 39.47 | 3.28% | Hold | ||||
| 59.19 | 66.08 | 3.10% | Hold |
Investing in the Utilities Sector
Start Investing in the Utilities Sector Through These ETFs and Mutual Funds
ETF Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 61.19 | 12.804B | 0.09% | ||
| 132.55 | 6.059B | 0.10% | ||
| 39.49 | 1.284B | 0.08% | ||
| 78.42 | 806.267M | 0.40% | ||
| 52.78 | 252.125M | 0.40% |
Mutual Fund Opportunities
Name | Last Price | Net Assets | Expense Ratio | YTD Return |
|---|---|---|---|---|
| 66.49 | 6.059B | 0.10% | ||
| 18.67 | 5.629B | 1.07% | ||
| 18.54 | 5.383B | 0.81% | ||
| 18.58 | 5.383B | 0.81% | ||
| 18.89 | 5.383B | 0.81% |
Utilities Research
Discover the Latest Analyst and Technical Research for This Sector
Analyst Report: CenterPoint Energy, Inc.
CenterPoint Energy owns a portfolio of businesses. Its regulated electric utilities provide transmission and distribution services to more than 2.5 million customers in the Houston area, southern Indiana, and west central Ohio. The company has natural gas distribution systems serving approximately 4 million customers.
RatingBullishPrice TargetMorningstar | A Weekly Summary of Stock Ideas and Developments in the Companies We Cover
In this edition, we explore oil and gas exploration and production opportunities; Ameriprise manages to get a fair value estimate raise; we launch coverage of Kongsberg Gruppen; and Royalty Pharma, Hanesbrands, and Orsted.
Weekly Stock List
Stock indices dipped in October 2023, with the S&P 500 falling a sharp 10% off summer highs. Looking at 13F filings of big institutional portfolios, we see that the big guns were busy last quarter taking advantage of that dip. Citadel Advisors went on a buying spree, adding to its $100 billion portfolio across a range of sectors. As did D.E. Shaw, adding to its $67 billion portfolio. Vickers Stock Research, a subsidiary of Argus Research Group, analyzes insider trading and institutional stock ownership. Form 13-Fs, which institutions must file to report their holdings, are due 45 days after the end of calendar quarters and have come in for 4Q24. We review 13Fs of major activists to determine core holdings and new purchases. Activist investing is now less about generating a short-term return and more about achieving long-term returns through an active management/investor partnership. Based on data from Vickers, here are some recent new purchases and key holdings of activist investors, as well as other high-profile money managers.
Morningstar | A Weekly Summary of Stock Ideas and Developments in the Companies We Cover
In this edition, we explore oil and gas exploration and production opportunities; Ameriprise manages to get a fair value estimate raise; we launch coverage of Kongsberg Gruppen; and Royalty Pharma, Hanesbrands, and Orsted.
