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NLR vs FSUTX

Shared holdings
4
NLR covered by FSUTX
11.54%
FSUTX covered by NLR
11.54%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

NLR (March 31, 2026)

SecurityWeight
CAMECO CORP7.68%
CONSTELLATION ENERGY CORP7.61%
BWX TECHNOLOGIES INC6.41%
PUB SERV ENTERP5.88%
PG&E CORP5.37%
FORTUM OYJ5.06%
CGN POWER-H4.66%
NAC KAZATOMPROM JSC GDR RGS4.41%
URANIUM ENERGY CORP4.38%
CEZ AS4.27%
NEXGEN ENERGY LT4.21%
ENERGY FUELS INC4.19%
PALADIN ENERGY L4.09%
DENISON MINES CO4.05%
State Street Navigator Securities Lending Portfolio II3.94%
OKLO INC3.64%
NUSCALE POWER CORP3.58%
CENTRUS ENERGY CORP CL A3.47%
YELLOW CAKE PLC/LONDON2.80%
CGN MINING2.75%
KEPCO ENGINEERIN2.74%
SILEX SYSTEMS1.34%
NANO NUCLEAR ENERGY INC1.30%
DEEP YELLOW LTD1.25%
IsoEnergy, Ltd.0.52%
Encore Energy Corporation0.41%

FSUTX (Feb. 28, 2026)

SecurityWeight
NEXTERA ENERGY INC13.47%
CONSTELLATION ENERGY CORP8.25%
NRG ENERGY INC7.27%
DUKE ENERGY CORP NEW6.52%
SEMPRA ENERGY5.75%
VISTRA CORP5.44%
ENTERGY CORP4.82%
EXELON CORP4.63%
XCEL ENERGY INC4.42%
PG&E CORP3.75%
AMERICAN ELECTRIC POWER CO INC3.71%
AMEREN CORP3.65%
CENTERPOINT ENERGY INC3.57%
PPL CORPORATION3.18%
EVERGY INC3.01%
NISOURCE INC2.91%
SOUTHERN CO2.73%
ALLIANT ENERGY CORPORATION1.79%
Fidelity Cash Central Fund1.33%
Fidelity Securities Lending Cash Central Fund1.21%
NEXTRACKER INC CL A1.18%
TALEN ENERGY CORP1.11%
ECHOSTAR CORP CL A0.92%
GE VERNOVA LLC0.90%
MASTEC INC0.88%
UGI CORP NEW0.84%
QUANTA SVCS INC0.78%
SIEMENS ENERGY AG0.66%
AES CORP0.40%
CATERPILLAR INC0.40%
BLOOM ENERGY CORP CL A0.20%
CENTURI HOLDINGS INC0.16%
CAMECO CORP0.13%
OKLO INC0.05%

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