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High voltage female engineer working on the field.

Daniel Balakov

This month-to-month article collection reveals a dashboard with mixture business metrics in utilities. Additionally it is a top-down evaluation of sector ETFs just like the Utilities Choose Sector SPDR ETF (XLU) and the iShares U.S. Utilities ETF (

VS

QS

EY

SY

FY

ROE

GM

EYh

SYh

FYh

ROEh

GMh

RetM

RetY

Fuel

-5.62

-1.13

0.0527

0.4812

-0.0633

9.27

36.54

0.0478

0.6129

-0.0620

9.37

36.97

1.22%

-6.69%

Water

-30.64

7.10

0.0297

0.1431

-0.0500

10.88

56.42

0.0368

0.2467

-0.0319

9.68

55.43

4.23%

4.69%

Electrical energy and Multi

-16.60

-8.80

0.0454

0.4033

-0.0778

8.22

38.12

0.0512

0.5162

-0.0478

9.79

38.74

3.31%

-4.99%

Value and Quality in utilities

Worth and High quality in utilities (Chart: writer; information: Portfolio123)

Score variations

Rating variations (Chart: writer; information: Portfolio123)

Momentum in utilities

Momentum in utilities (Chart: writer; information: Portfolio123)

Ticker

Title

Weight%

EPS progress %TTM

P/E TTM

P/E fwd

Yield%

NEE

NextEra Power, Inc.

13.27

15.47

37.32

25.07

2.40

SO

The Southern Co.

6.67

45.08

21.99

19.93

3.78

DUK

Duke Power Corp.

6.47

-32.68

29.33

17.32

4.12

WM

Waste Administration, Inc.

5.8

25.45

30.65

27.61

1.69

SRE

Sempra Power

4.12

61.41

23.13

17.04

3.11

D

Dominion Power, Inc.

4.11

-73.06

54.02

13.93

4.61

AEP

American Electrical Energy Co., Inc.

4.09

-9.31

20.58

17.50

3.59

EXC

Exelon Corp.

3.61

26.26

19.17

17.83

3.42

XEL

Xcel Power, Inc.

3.28

7.19

22.11

20.77

2.97

ED

Consolidated Edison, Inc.

2.95

21.29

20.71

19.89

3.35

Complete Return

Annual Return

Drawdown

Sharpe ratio

Volatility

IDU

404.20%

7.34%

-53.88%

0.46

15.21%

XLU

417.77%

7.47%

-53.01%

0.48

14.94%

OGS

ONE Fuel, Inc.

HE

Hawaiian Electrical Industries, Inc.

BKH

Black Hills Corp.

DTE

DTE Power Co.

NJR

New Jersey Assets Corp.

NI

NiSource, Inc.

ETR

Entergy Corp.

NRG

NRG Power, Inc.

CNP

CenterPoint Power, Inc.

SR

Spire Inc.

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