
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.42 | 1.42 | 0.00 |
Stocks | 98.58 | 98.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.62 | 16.78 |
Price to Book | 2.53 | 1.94 |
Price to Sales | 2.95 | 2.25 |
Price to Cash Flow | 8.68 | 7.37 |
Dividend Yield | 2.98 | 3.28 |
5 Years Earnings Growth | 7.32 | 7.88 |
Name | Net % | Category Average |
---|---|---|
Utilities | 80.96 | 88.94 |
Communication Services | 5.08 | 5.92 |
Technology | 3.33 | 0.89 |
Financial Services | 3.24 | 1.38 |
Real Estate | 2.68 | 4.27 |
Healthcare | 2.55 | 0.52 |
Consumer Cyclical | 1.35 | 0.34 |
Consumer Defensive | 0.82 | 0.17 |
Number of long holdings: 33
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NextEra Energy | US65339F1012 | 11.58 | 72.13 | +2.33% | |
Southern | US8425871071 | 6.26 | 92.41 | +1.22% | |
Constellation Energy | US21037T1097 | 6.18 | 195.95 | -8.63% | |
Duke Energy | US26441C2044 | 4.21 | 123.61 | +2.67% | |
DTE Energy | US2333311072 | 3.95 | 139.37 | +0.99% | |
Atmos Energy | US0495601058 | 3.94 | 156.64 | +0.92% | |
Sempra Energy | US8168511090 | 3.83 | 71.82 | -1.41% | |
American Electric Power | US0255371017 | 3.68 | 108.75 | +0.93% | |
CMS Energy | US1258961002 | 3.60 | 75.41 | +1.00% | |
Entergy | US29364G1031 | 3.54 | 85.60 | -1.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.85B | 0.57 | 6.62 | 8.87 | ||
Wells Fargo Municipal Bond Inst | 4.49B | 0.98 | 1.15 | 2.57 | ||
Wells Fargo Special Mid Cap Value R | 3.42B | 0.59 | 6.73 | 8.98 | ||
Wells Fargo Emerging Markets Equit | 2.84B | 2.67 | -0.01 | 3.24 | ||
Wells Fargo Growth A | 2.32B | -1.44 | 8.05 | 11.78 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review