Portfolio of Diversified Utilities Stocks

See the following table includes 6 diversified utilities.

6 Diversified Utilities Stocks

Stock Return & Price Chart


Dividend (Yield)&

Recent Dividends

ALLETEALE$2.47 (4.53%)
Avista Corp.AVA$1.62 (3.99%)
CenterPoint EnergyCNP$1.16 (8.63%)
Consolidated EdisonED$3.06 (3.93%)
Sempra EnergySRE$4.18 (4.01%)
Wisconsin Energy CorporationWEC$2.53 (2.97%)
Dividend data from Quandl as of Apr-05-2020.

6 Diversified Utilities Stocks

Stock Returns & Price Chart


Recent Prices &
Annualized Return

Avista Corp.AVA
CenterPoint EnergyCNP
Consolidated EdisonED
Sempra EnergySRE
Wisconsin Energy CorporationWEC
Price chart data from Quandl as of most recent close.

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

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 $29,466. The percent return is 194.66%. The annualized return is 11.41%.

Return Summary for Diversified Utilities Stocks
Start DateApr-30-2010
Start Investment$10,000.00
End DateApr-06-2020
Current Value of Investment$29,465.86
Total Return194.66%
Annualized Return11.41%
Min DateMay-28-2010
Min Price$9,423.96
Max DateJan-31-2020
Max Price$37,348.87
# Monthly Prices121
Number Returns7,260
Number Profitable Returns6,971
Percent Profitable Returns96.02%
Number Unprofitable Returns289
Percent Unprofitable Returns3.98%
Profitable to Unprofitable Returns Ratio24.12
Use Stock Return Calculator to compute returns for individual stocks.

NOTE: The stocks included in the tables and chart are representative of the industry. They are not recommendations.

Use Stock Symbol and Stock Portfolio Finder to find a stock in a buyupside.com portfolio.

See Portfolio on Dividend Income Stocks: Diversified Utilities

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