Holdings by Type

Long Short Total
Stock Upgrade Upgrade Upgrade
Bond Upgrade Upgrade Upgrade
Other Upgrade Upgrade Upgrade
Total Upgrade Upgrade Upgrade
As of February 28, 2023

Top 25 Holdings

Symbol Name % Weight Price % Change
NEE NextEra Energy Inc 5.26% 77.07 0.63%
DUK Duke Energy Corp 4.16% 96.43 0.28%
SO Southern Co 3.91% 69.57 0.74%
D Dominion Energy Inc 3.62% 55.91 0.40%
SRE Sempra Energy 3.33% 151.08 1.02%
AEP American Electric Power Co Inc 3.13% 90.96 0.58%
EXC Exelon Corp 3.02% 41.87 1.01%
XEL Xcel Energy Inc 2.83% 67.44 0.79%
PCG PG&E Corp 2.69% 16.18 1.83%
ED Consolidated Edison Inc 2.68% 95.63 0.96%
PEG Public Service Enterprise Group Inc 2.66% 62.43 0.91%
WEC WEC Energy Group Inc 2.52% 94.77 0.34%
AWK American Water Works Co Inc 2.49% 146.43 0.37%
ES Eversource Energy 2.46% 78.23 0.15%
EIX Edison International 2.45% 70.54 0.77%
CEG Constellation Energy Corp 2.40% 78.48 2.16%
FE FirstEnergy Corp 2.22% 40.06 1.21%
PPL PPL Corp 2.20% 27.79 0.87%
AEE Ameren Corp 2.19% 86.42 -0.03%
DTE DTE Energy Co 2.18% 109.51 0.75%
ETR Entergy Corp 2.09% 107.74 0.71%
CNP CenterPoint Energy Inc 2.03% 29.46 0.43%
CMS CMS Energy Corp 1.99% 61.35 0.26%
AES The AES Corp 1.98% 24.07 2.12%
ATO Atmos Energy Corp 1.89% 112.30 0.33%
As of January 31, 2023