# Portfolio overlap — FIUIX vs FSUTX

Comparing **Fidelity Telecom and Utilities Fund** (2026-01-31) and **Select Utilities Portfolio** (2026-02-28).

- Shared positions: 31
- Fidelity Telecom and Utilities Fund covered by Select Utilities Portfolio: 0.7564263805109322001108113223
- Select Utilities Portfolio covered by Fidelity Telecom and Utilities Fund: 0.7564263805109322001108113224

## Fidelity Telecom and Utilities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.115804 | ✓ |
| VERIZON COMMUNICATIONS INC | 0.077876 |  |
| CONSTELLATION ENERGY CORP | 0.061510 | ✓ |
| AT&T INC | 0.060197 |  |
| SEMPRA ENERGY | 0.055002 | ✓ |
| T-MOBILE US INC | 0.051826 |  |
| NRG ENERGY INC | 0.049790 | ✓ |
| VISTRA CORP | 0.044858 | ✓ |
| ENTERGY CORP | 0.040863 | ✓ |
| EXELON CORP | 0.037136 | ✓ |
| XCEL ENERGY INC | 0.036387 | ✓ |
| AMEREN CORP | 0.032949 | ✓ |
| CENTERPOINT ENERGY INC | 0.032700 | ✓ |
| PPL CORPORATION | 0.028163 | ✓ |
| EVERGY INC | 0.027578 | ✓ |
| NISOURCE INC | 0.026393 | ✓ |
| PG&E CORP | 0.026139 | ✓ |
| DUKE ENERGY CORP NEW | 0.024557 | ✓ |
| ECHOSTAR CORP CL A | 0.022190 | ✓ |
| Fidelity Cash Central Fund | 0.017754 | ✓ |
| NEXTRACKER INC CL A | 0.015176 | ✓ |
| Fidelity Securities Lending Cash Central Fund | 0.014561 | ✓ |
| QUANTA SVCS INC | 0.013066 | ✓ |
| GE VERNOVA LLC | 0.012110 | ✓ |
| TALEN ENERGY CORP | 0.010273 | ✓ |
| WASTE CONNECTIONS INC | 0.009451 |  |
| MASTEC INC | 0.008692 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.008643 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.008457 | ✓ |
| SIEMENS ENERGY AG | 0.006841 | ✓ |
| NETFLIX INC | 0.005690 |  |
| AES CORP | 0.003763 | ✓ |
| CATERPILLAR INC | 0.003684 | ✓ |
| LUMEN TECHNOLOGIES INC | 0.002491 |  |
| GFL ENVIRONM-SUB | 0.002464 |  |
| CAMECO CORP | 0.002230 | ✓ |
| BLOOM ENERGY CORP CL A | 0.001537 | ✓ |
| OKLO INC | 0.000770 | ✓ |
| NUSCALE POWER CORP | 0.000430 |  |
| GCI LIBERTY INC CL A ESCROW LINE | 0.000000 |  |

## 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 `0000035402-26-002120` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002120/0000035402-26-002120-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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