Portfolio of Diversified Utilities Stocks


The following table includes 6 diversified utilities.


6 Diversified Utilities Stocks

Name
& Monthly Returns

Symbol
& Snapshot

Dividend (Yield)
& Dividend Chart

ALLETEALE$2.52 (3.60%)
Avista Corp.AVA$1.69 (3.73%)
CenterPoint EnergyCNP$0.64 (2.61%)
Consolidated EdisonED$3.10 (3.99%)
Sempra EnergySRE$4.40 (3.41%)
Wisconsin Energy CorporationWEC$2.71 (2.83%)
Dividend data from Alpha Vantage as of Jul-01-2021.



Portfolio Values


To inspect the performance of the Diversified Utilities Stocks portfolio, see the chart below. Portfolio values are computed using monthly closes for stocks from Alpha Vantage.

All 6 stocks are included in the portfolio computations. The current value of the portfolio assumes that $1,666.67 was invested (total of $10,000) in each stock at its closing monthly price for the first date shown on the portfolio value chart below. All prices are adjusted for splits and dividends.

The current value of a $10,000 investment is $13,236. The percent return is 32.36%. The annualized return is 5.77%.



Portfolio Value Chart for Last 100 Daily Closes


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See Portfolio on Dividend Income Stocks: Diversified Utilities

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