# Portfolio overlap — FGIYX vs FSUTX

Comparing **Nuveen Global Infrastructure Fund** (2026-03-31) and **Select Utilities Portfolio** (2026-02-28).

- Shared positions: 14
- Nuveen Global Infrastructure Fund covered by Select Utilities Portfolio: 0.3166659453416390290714545216
- Select Utilities Portfolio covered by Nuveen Global Infrastructure Fund: 0.3166659453416390290714545216

## Nuveen Global Infrastructure Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ENTERGY CORP | 0.059134 | ✓ |
| NEXTERA ENERGY INC | 0.049434 | ✓ |
| XCEL ENERGY INC | 0.048798 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.044590 | ✓ |
| ENBRIDGE INC | 0.033625 |  |
| NISOURCE INC | 0.031164 | ✓ |
| WILLIAMS COS INC | 0.029692 |  |
| Iberdrola, S.A. EUR0.75 | 0.028023 |  |
| Transurban Group STAPLED UNITS NPV | 0.025672 |  |
| COMMON STOCK | 0.025507 |  |
| CHENIERE ENERGY INC | 0.023878 |  |
| CENTERPOINT ENERGY INC | 0.022759 | ✓ |
| AMEREN CORP | 0.022397 | ✓ |
| TARGA RESOURCES CORP | 0.021731 |  |
| ALLIANT ENERGY CORPORATION | 0.020692 | ✓ |
| E.ON SE NPV | 0.020098 |  |
| CSX CORP | 0.020037 |  |
| Grupo Aeroportuario del Centro Norte S.A.B. de C.V. SPON ADR EA REP 8 SER 'B' | 0.018522 |  |
| National Grid PLC ORD GBP0.12431289 | 0.017234 |  |
| ENEL SPA EUR1 | 0.017189 |  |
| Fixed Income Clearing Corporation | 0.016575 |  |
| WASTE MANAGEMENT INC | 0.016471 |  |
| ONEOK INC | 0.015592 |  |
| QUBE HOLDINGS LT | 0.015553 |  |
| Engie SA EUR1 | 0.015228 |  |
| GETLINK SE | 0.015125 |  |
| KINDER MORGAN INC | 0.014991 |  |
| AUCKLAND INTL AIRPORT LTD /NZD/ 0.00000000 | 0.012749 |  |
| GRUPO AEROPORTUARIO PAC-ADR 0.00000000 | 0.012555 |  |
| DT MIDSTREAM INC | 0.012414 |  |
| PEMBINA PIPELINE | 0.011859 |  |
| NRG ENERGY INC | 0.011310 | ✓ |
| WASTE CONNECTIONS INC | 0.011301 |  |
| GRUPO AEROPORTUARIO SUR-ADR 0.00000000 | 0.010526 |  |
| TC ENERGY CORP | 0.010437 |  |
| ELIA GRP. SA/NV | 0.010326 |  |
| SEMPRA ENERGY | 0.010323 | ✓ |
| MLP | 0.009565 |  |
| UNION PACIFIC CORP | 0.008881 |  |
| Veolia Environnement S.A. EUR5 | 0.008732 |  |
| GFL ENVIRONM-SUB | 0.008725 |  |
| PG&E CORP | 0.008622 | ✓ |
| SEMBCORP INDUSTRIES LTD /SGD/ 0.00000000 | 0.008479 |  |
| Aeroports de Paris SA | 0.007987 |  |
| Fraport AG NPV | 0.007921 |  |
| Severn Trent PLC ORD GBP0.9789 | 0.007878 |  |
| ALTAGAS LTD | 0.007855 |  |
| IDACORP INC | 0.007707 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.007529 |  |
| UNITED UTILITIES GRP. PLC | 0.007507 |  |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0000820892-26-000162` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/820892/000082089226000162/0000820892-26-000162-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002668` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002668/0000035402-26-002668-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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