# Portfolio overlap — MMUGX vs FSUTX

Comparing **MFS Utilities Fund** (2026-04-30) and **Select Utilities Portfolio** (2026-02-28).

- Shared positions: 14
- MFS Utilities Fund covered by Select Utilities Portfolio: 0.5649896570546407412498493722
- Select Utilities Portfolio covered by MFS Utilities Fund: 0.5649896570546407412498493722

## MFS Utilities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.133381 | ✓ |
| CONSTELLATION ENERGY CORP | 0.070036 | ✓ |
| PG&E CORP | 0.055947 | ✓ |
| XCEL ENERGY INC | 0.053752 | ✓ |
| SEMPRA ENERGY | 0.048821 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.048798 | ✓ |
| DTE ENERGY CO | 0.040805 |  |
| AMEREN CORP | 0.038368 | ✓ |
| DOMINION ENERGY INC | 0.037910 |  |
| SOUTHERN CO | 0.036891 | ✓ |
| VISTRA CORP | 0.036598 | ✓ |
| EDISON INTL | 0.034135 |  |
| PUB SERV ENTERP | 0.031372 |  |
| ALLIANT ENERGY CORPORATION | 0.027605 | ✓ |
| PINNACLE WEST CAPITAL CORP | 0.023931 |  |
| ENTERGY CORP | 0.023774 | ✓ |
| PPL CORPORATION | 0.023359 | ✓ |
| SSE PLC | 0.021808 |  |
| RWE AG | 0.021157 |  |
| NISOURCE INC | 0.020765 | ✓ |
| ATMOS ENERGY CORP | 0.017961 |  |
| OGE ENERGY CORP | 0.015416 |  |
| WEC ENERGY GROUP INC | 0.015318 |  |
| EDP RENOVAVEIS S | 0.015091 |  |
| UNITED UTILITIES | 0.013811 |  |
| AMERICAN WATER WRKS COMPANY | 0.012997 |  |
| EVERSOURCE ENERGY | 0.012582 |  |
| NATIONAL GRID PL | 0.012530 |  |
| EDP SA | 0.009907 |  |
| CENTERPOINT ENERGY INC | 0.007794 | ✓ |
| MFS Institutional Money Market Portfolio, Class A | 0.007712 |  |
| ENEL SPA | 0.007600 |  |
| E.ON SE | 0.007309 |  |
| VEOLIA ENVIRONNE | 0.005468 |  |
| SPIRE INC | 0.004932 |  |
| ORSTED A/S | 0.004072 |  |
| US ULTRA BOND CBT Sep25 | 0.000284 |  |
| ISRAELI SHEKEL | 0.000004 |  |
| British Pound | 0.000000 |  |
| FX Spot Contract: EUR/USD SETTLE 2026-01-05 | 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 `0002071691-26-015581` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/863032/000207169126015581/0002071691-26-015581-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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