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SOCUX vs FSUTX

Shared holdings
21
SOCUX covered by FSUTX
54.12%
FSUTX covered by SOCUX
54.12%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SOCUX (March 31, 2026)

SecurityWeight
NEXTERA ENERGY INC5.58%
ENTERGY CORP4.64%
DUKE ENERGY CORP NEW4.32%
DTE ENERGY CO3.90%
PPL CORPORATION3.86%
CONSTELLATION ENERGY CORP3.49%
XCEL ENERGY INC3.44%
AMERICAN ELECTRIC POWER CO INC3.44%
MSILF-GOVT-INS3.34%
SEMPRA ENERGY3.27%
VISTRA CORP3.19%
AMEREN CORP3.07%
FIRSTENERGY CORP3.05%
CMS ENERGY CORP3.03%
NISOURCE INC2.96%
PUB SERV ENTERP2.90%
EXELON CORP2.61%
EVERGY INC2.47%
EVERSOURCE ENERGY2.36%
ESSENTIAL UTILITIES INC2.35%
WEC ENERGY GROUP INC2.20%
CENTERPOINT ENERGY INC2.02%
SOUTHERN CO1.99%
NRG ENERGY INC1.85%
ATMOS ENERGY CORP1.76%
CLEARWAY ENERGY INC CL C1.61%
PORTLAND GENERAL ELECTRIC CO1.52%
EDISON INTL1.35%
IDACORP INC1.35%
WASTE MANAGEMENT INC1.25%
TALEN ENERGY CORP1.19%
CHESAPEAKE UTILITIES CORP1.15%
NORTHWEST NATURAL HOLDING CO1.13%
NEW JERSEY RESOURCES CORP1.09%
NORTHWESTERN ENERGY GROUP INC0.98%
ALLIANT ENERGY CORPORATION0.95%
REPUBLIC SVCS0.82%
DOMINION ENERGY INC0.80%
AES CORP0.75%
NATL FUEL GAS CO0.74%
TARGA RESOURCES CORP0.74%
WILLIAMS COS INC0.72%
SOUTHWEST GAS HOLDINGS INC0.71%
PINNACLE WEST CAPITAL CORP0.69%
TXNM ENERGY INC0.56%
CALIF WATER SRVC0.55%
AMERICAN WATER WRKS COMPANY0.52%
ONEOK INC0.50%
KINDER MORGAN INC0.46%
BROOKFIELD RENEW0.40%

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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