Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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14
Number of overlapping holdings
70.0%
% of UTES's 22 holdings also in PUI
43.8%
% of PUI's 32 holdings also in UTES
Overlap by Weight
Sector Drift (UTES minus PUI)
Overlapping Holdings
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| Company | Weight in UTES |
Weight in PUI |
Overlap | |
|---|---|---|---|---|
 |
ATMOS ENERGY CORP | 5.4% | 4.2% | 4.2% |
|
NISOURCE INC | 5.3% | 3.9% | 3.9% |
|
NEXTERA ENERGY GROUP | 4.2% | 3.6% | 3.6% |
|
XCEL ENERGY INC | 7.1% | 3.4% | 3.4% |
|
PUBLIC SERVICE ENTERPRISE GP | 4.7% | 3.3% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
UTES Overweight Relative to PUI
|
VISTRA ENERGY CORP. | 10.2% |
|
CONSTELLATION ENERGY CORPORATION | 9.3% |
|
PPL CORPORATION | 5.3% |
|
IDACORP INC | 5.2% |
|
PNM RESOURCES INC | 4.9% |
|
XCEL ENERGY INC | 3.7% |
|
SEMPRA ENERGY | 3.4% |
|
CENTERPOINT ENERGY INC | 2.9% |
|
PINNACLE WEST CAPITAL | 2.9% |
|
ENTERGY CORP | 2.2% |
UTES Underweight Relative to PUI
|
SOUTHERN CO | -4.1% |
|
DUKE ENERGY CORP | -3.9% |
|
WEC ENERGY GROUP INC | -3.8% |
|
ONEOK INC | -3.6% |
|
AMERICAN WATER WORKS CO INC | -3.6% |
|
AT&T INC | -3.5% |
|
EQT CORP | -3.2% |
|
NRG ENERGY INC | -3.1% |
|
EVERGY, INC. | -2.8% |
|
NATIONAL FUEL GAS CO | -2.6% |