SOCUX Mutual Fund

SOCUX Mutual Fund

NAV$20.32
See how much of SOCUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 55 holdings · as of Jul 31, 2026
Top 10 weight
38.95%
SOCUX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NEE
Nextera Energy IncUtilities · Electric Utilities
5.39%		5.4%36,400$3.16MUtilitiesElectric Utilities
2
ETR
Entergy Corp.Utilities · Electric Utilities
4.56%		9.9%24,850$2.67MUtilitiesElectric Utilities
Sector and industry · Pro
3
DUK
Duke Energy Corp
4.32%		14.3%20,200$2.53M
4
DTE
Dte Energy Co.
3.94%		18.2%16,300$2.31M
5
PPL
Ppl Corp (Utilities)
3.72%		21.9%61,950$2.18M
6
XEL
Xcel Energy Inc.
3.56%		25.5%26,700$2.09M
7
AEP
American Electric Power Co Inc
3.48%		29.0%15,950$2.04M
8
CEG
Constellation Energy Corp
3.45%		32.4%7,700$2.02M
9—Vistra Energy Corp.
3.31%		35.7%13,100$1.94M
10
AEE
Ameren Corp
3.22%		39.0%17,250$1.89M
More holdings · Pro
FundXLS Pro
See the other 45 holdings of SOCUX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime
Themes in the top 10
Clean EnergyClimate SolutionsEnergy TransitionInfrastructureEnergy SecuritySupply ChainInflation ProtectionEnvironmental SolutionsHydrogen Economy

SOCUX Mutual Fund Top Holdings

SOCUX holdings top 10 positions. The top 10 holdings account for 39.0% of the fund, led by Nextera Energy Inc at 5.4%, Entergy Corp. at 4.6%, Duke Energy Corp at 4.3%.

SOCUX portfolio concentration is moderate, with the top 10 representing 39.0% of total assets. The largest sector exposure is Utilities at 91.4%.

SOCUX sectors provide a detailed breakdown. SOCUX overlap shows how holdings compare to other funds in your portfolio.