# Portfolio overlap — FFUIX vs EVUAX

Comparing **Select Utilities Portfolio** (2026-02-28) and **Allspring Utility and Telecommunications Fund** (2026-03-31).

- Shared positions: 16
- Select Utilities Portfolio covered by Allspring Utility and Telecommunications Fund: 0.5952966090621897267372610502
- Allspring Utility and Telecommunications Fund covered by Select Utilities Portfolio: 0.5952966090621897267372610501

## Select Utilities Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.134664 | ✓ |
| CONSTELLATION ENERGY CORP | 0.082528 | ✓ |
| NRG ENERGY INC | 0.072696 | ✓ |
| DUKE ENERGY CORP NEW | 0.065230 | ✓ |
| SEMPRA ENERGY | 0.057462 | ✓ |
| VISTRA CORP | 0.054376 | ✓ |
| ENTERGY CORP | 0.048225 | ✓ |
| EXELON CORP | 0.046273 | ✓ |
| XCEL ENERGY INC | 0.044187 | ✓ |
| PG&E CORP | 0.037468 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.037117 | ✓ |
| AMEREN CORP | 0.036482 | ✓ |
| CENTERPOINT ENERGY INC | 0.035706 | ✓ |
| PPL CORPORATION | 0.031773 | ✓ |
| EVERGY INC | 0.030068 |  |
| NISOURCE INC | 0.029134 |  |
| SOUTHERN CO | 0.027316 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.017892 | ✓ |
| Fidelity Cash Central Fund | 0.013268 |  |
| Fidelity Securities Lending Cash Central Fund | 0.012129 |  |
| NEXTRACKER INC CL A | 0.011771 |  |
| TALEN ENERGY CORP | 0.011114 |  |
| ECHOSTAR CORP CL A | 0.009169 |  |
| GE VERNOVA LLC | 0.008971 |  |
| MASTEC INC | 0.008784 |  |
| UGI CORP NEW | 0.008379 |  |
| QUANTA SVCS INC | 0.007828 |  |
| SIEMENS ENERGY AG | 0.006588 |  |
| AES CORP | 0.003985 |  |
| CATERPILLAR INC | 0.003958 |  |
| BLOOM ENERGY CORP CL A | 0.002013 |  |
| CENTURI HOLDINGS INC | 0.001623 |  |
| CAMECO CORP | 0.001325 |  |
| OKLO INC | 0.000500 |  |

## Allspring Utility and Telecommunications Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.134270 | ✓ |
| SOUTHERN CO | 0.064328 | ✓ |
| CONSTELLATION ENERGY CORP | 0.063993 | ✓ |
| ENTERGY CORP | 0.044919 | ✓ |
| DUKE ENERGY CORP NEW | 0.042753 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.042395 | ✓ |
| ATMOS ENERGY CORP | 0.040337 |  |
| VISTRA CORP | 0.039634 | ✓ |
| SEMPRA ENERGY | 0.036373 | ✓ |
| AMEREN CORP | 0.031707 | ✓ |
| CENTERPOINT ENERGY INC | 0.030778 | ✓ |
| XCEL ENERGY INC | 0.030086 | ✓ |
| ALPHABET INC CL A | 0.028502 |  |
| META PLATFORMS INC CL A | 0.027301 |  |
| CISCO SYSTEMS INC | 0.025958 |  |
| PUB SERV ENTERP | 0.025938 |  |
| DTE ENERGY CO | 0.025776 |  |
| ALLIANT ENERGY CORPORATION | 0.024662 | ✓ |
| WEC ENERGY GROUP INC | 0.024548 |  |
| CMS ENERGY CORP | 0.023059 |  |
| AMERICAN TOWER CORP | 0.019164 |  |
| PPL CORPORATION | 0.016826 | ✓ |
| EXELON CORP | 0.016170 | ✓ |
| AMERICAN WATER WRKS COMPANY | 0.015836 |  |
| FIRSTENERGY CORP | 0.015758 |  |
| DOMINION ENERGY INC | 0.014897 |  |
| PG&E CORP | 0.014044 | ✓ |
| ALLSPRING GOVERNMENT MONEY MAR | 0.013724 |  |
| WALT DISNEY CO/T | 0.011676 |  |
| NRG ENERGY INC | 0.011418 | ✓ |
| AMGEN INC | 0.011298 |  |
| EVERSOURCE ENERGY | 0.011278 |  |
| HOME DEPOT INC | 0.010547 |  |
| VISA INC-CLASS A | 0.010045 |  |


## Sources

- N-PORT (fund A) — accession `0000035402-26-002668` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002668/0000035402-26-002668-index.htm>
- N-PORT (fund B) — accession `0001410368-26-052351` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826052351/0001410368-26-052351-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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