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IDU vs UTPIX

Shared holdings
31
IDU covered by UTPIX
76.15%
UTPIX covered by IDU
76.15%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 47 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IDU (Jan. 31, 2026)

SecurityWeight
NEXTERA ENERGY INC11.75%
SOUTHERN CO6.30%
DUKE ENERGY CORP NEW6.05%
CONSTELLATION ENERGY CORP5.63%
WASTE MANAGEMENT INC5.27%
AMERICAN ELECTRIC POWER CO INC4.10%
SEMPRA ENERGY3.64%
VISTRA CORP3.43%
DOMINION ENERGY INC3.29%
EXELON CORP2.90%
XCEL ENERGY INC2.88%
REPUBLIC SVCS2.79%
ENTERGY CORP2.74%
PUB SERV ENTERP2.63%
CONSOLIDATED EDISON INC2.46%
WEC ENERGY GROUP INC2.31%
PG&E CORP2.17%
NRG ENERGY INC1.84%
AMEREN CORP1.79%
DTE ENERGY CO1.78%
PPL CORPORATION1.72%
ATMOS ENERGY CORP1.71%
FIRSTENERGY CORP1.66%
CENTERPOINT ENERGY INC1.66%
EVERSOURCE ENERGY1.64%
AMERICAN WATER WRKS COMPANY1.61%
EDISON INTL1.52%
CMS ENERGY CORP1.39%
NISOURCE INC1.35%
EVERGY INC1.13%
ALLIANT ENERGY CORPORATION1.08%
TALEN ENERGY CORP1.01%
CLEAN HARBORS INC0.84%
BlackRock Cash Funds: Institutional, SL Agency Shares0.73%
PINNACLE WEST CAPITAL CORP0.71%
ESSENTIAL UTILITIES INC0.70%
AES CORP0.67%
OGE ENERGY CORP0.56%
UGI CORP NEW0.55%
NATL FUEL GAS CO0.48%
IDACORP INC0.46%
BROOKFIELD RENEW0.36%
MDU RESOURCES GROUP INC0.27%
CLEARWAY ENERGY INC CL C0.19%
BlackRock Cash Funds: Treasury, SL Agency Shares0.17%
CLEARWAY ENERGY INC0.08%
XAU UTILITIES MAR260.00%

UTPIX (April 30, 2026)

SecurityWeight
US ULTRA BOND CBT Sep2523.79%
NEXTERA ENERGY INC10.72%
SOUTHERN CO5.60%
DUKE ENERGY CORP NEW5.30%
CONSTELLATION ENERGY CORP5.13%
AMERICAN ELECTRIC POWER CO INC3.90%
SEMPRA ENERGY3.27%
DOMINION ENERGY INC2.90%
ENTERGY CORP2.80%
VISTRA CORP2.64%
XCEL ENERGY INC2.58%
EXELON CORP2.47%
PUB SERV ENTERP2.14%
CONSOLIDATED EDISON INC2.12%
WEC ENERGY GROUP INC2.02%
PG&E CORP1.92%
NRG ENERGY INC1.74%
DTE ENERGY CO1.66%
ATMOS ENERGY CORP1.65%
AMEREN CORP1.65%
CENTERPOINT ENERGY INC1.50%
PPL CORPORATION1.46%
EDISON INTL1.41%
EVERSOURCE ENERGY1.39%
AMERICAN WATER WRKS COMPANY1.32%
FIRSTENERGY CORP1.30%
CMS ENERGY CORP1.24%
NISOURCE INC1.21%
EVERGY INC1.00%
ALLIANT ENERGY CORPORATION0.99%
PINNACLE WEST CAPITAL CORP0.65%
AES CORP0.54%

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