Titelia

Holdings of Select Utilities Portfolio

Fidelity Select Portfolios · Original filing · Compare with another fund · Report an error

Net assets
4.1B $ including 4B $ in equities, 98.5 %
Positions
32 in 3 countries
Top ten
65.0 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NextEra Energy Inc 5,929,525556M $13.61 %
2Constellation Energy Corp. 1,032,952340.8M $8.34 %
3NRG Energy Inc 1,677,201300.2M $7.34 %
4Duke Energy Corp 2,058,281269.3M $6.59 %
5Sempra 2,464,456237.3M $5.81 %
6Vistra Corp 1,291,108224.5M $5.49 %
7Entergy Corp 1,858,999199.1M $4.87 %
8Exelon Corp 3,862,100191.1M $4.68 %
9Xcel Energy Inc 2,188,597182.4M $4.46 %
10PG&E Corp 8,142,190154.7M $3.79 %
11American Electric Power Co Inc 1,145,220153.3M $3.75 %
12Ameren Corp 1,329,698150.6M $3.69 %
13CenterPoint Energy Inc 3,389,088147.4M $3.61 %
14PPL Corp 3,365,540131.2M $3.21 %
15Evergy Inc 1,483,954124.1M $3.04 %
16NiSource Inc 2,543,127120.3M $2.94 %
17Southern Co/The 1,158,179112.8M $2.76 %
18Alliant Energy Corp 1,021,20073.9M $1.81 %
19Nextpower Inc 462,40948.6M $1.19 %
20TALEN ENERGY CORP 123,70045.9M $1.12 %
21EchoStar Corp 327,70037.9M $0.93 %
22GE Vernova Inc 42,40037M $0.91 %
23MasTec Inc 121,70036.3M $0.89 %
24UGI Corp 924,74834.6M $0.85 %
25Quanta Services Inc 57,40032.3M $0.79 %
26Siemens Energy AG 138,30027.2M $0.67 %
27AES Corp/The 952,14216.5M $0.40 %
28Caterpillar Inc 22,00016.3M $0.40 %
29Bloom Energy Corp 53,4008.3M $0.20 %
30Centuri Holdings Inc 216,2006.7M $0.16 %
31Cameco Corp 46,2005.5M $0.13 %
32Oklo Inc 32,8002.1M $0.05 %

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Sector breakdown

  • Utilities 91.2 %
  • Industrials 3.9 %
  • Communication 0.9 %
  • Materials 0.1 %
  • Unattributed 3.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 99.3 %
  • EUR 0.7 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.2 %
  • Germany 0.7 %
  • Canada 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States304B $99.19 %
2Germany127.2M $0.68 %
3Canada15.5M $0.14 %
Cite this page

Titelia. "Holdings of Select Utilities Portfolio". https://titelia.com/en/funds/S000007488