UTPSX Mutual Fund

UTPSX Mutual Fund

NAV$71.86
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Showing the top 10 of 40 holdings · as of Jul 31, 2026
Top 10 weight
51.93%
UTPSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
NEE
Nextera Energy IncUtilities · Electric Utilities
11.08%		11.1%9,973$866.9KUtilitiesElectric Utilities
2
SO
Southern Co.Utilities · Electric Utilities
6.51%		17.6%5,391$509.7KUtilitiesElectric Utilities
Sector and industry · Pro
3
DUK
Duke Energy Corp
5.98%		23.6%3,729$467.7K
4
CEG
Constellation Energy Corp
5.13%		28.7%1,529$401.7K
5—Societe' Generale 3.53 , 8/03/2026
4.92%		33.6%-$385.0K
6
AEP
American Electric Power Co Inc
4.25%		37.9%2,602$332.7K
7—Cf Secured 3.53 , 8/03/2026
3.78%		41.6%-$296.0K
8
D
Dominion Energy Inc.
3.72%		45.4%4,206$290.9K
9
SRE
Sempra
3.54%		48.9%3,126$276.8K
10—Natwest Markets Plc 3.51 , 8/03/2026
3.02%		51.9%-$236.0K
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Themes in the top 10
Clean EnergyClimate SolutionsEnergy TransitionInfrastructureEnergy SecurityHydrogen EconomyUrbanizationChanging WorkInflation ProtectionPropTech

UTPSX Mutual Fund Top Holdings

UTPSX holdings top 10 positions. The top 10 holdings account for 51.9% of the fund, led by Nextera Energy Inc at 11.1%, Southern Co. at 6.5%, Duke Energy Corp at 6.0%.

UTPSX portfolio concentration is relatively high, with the top 10 representing 51.9% of total assets. The largest sector exposure is Utilities at 84.6%.

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