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Utilities (XLU)

Utilities (XLU). Corey Malone. Performance. 1 Year Stock Chart. YTD Stock Chart. Overview. Current Price: $36.46 52 week high/low: 38.54/33.84 Makes up 3.38% of S&P 500 Known for high dividends. Top 5 Holdings. Duke Energy Corp. (DUK): 9.73% Southern Co (SO): 8.59%

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Utilities (XLU)

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  1. Utilities (XLU) Corey Malone

  2. Performance

  3. 1 Year Stock Chart

  4. YTD Stock Chart

  5. Overview • Current Price: $36.46 • 52 week high/low: 38.54/33.84 • Makes up 3.38% of S&P 500 • Known for high dividends

  6. Top 5 Holdings • Duke Energy Corp. (DUK): 9.73% • Southern Co (SO): 8.59% • Dominion Resources Inc. (D): 6.84% • NextEra Energy Inc. (NEE): 6.79% • Exelon Corp (EXC): 5.9%

  7. 3 Month Movers • Losers • Exelon Corp (EXC): -12.14% • First Energy Corp (FE): -12.14% • Entergy Corp (ETR): – 10.61% • Gainers • Sempra Energy (SRE): +8.12% • NRG Energy (NRG): +7.47% • NiSource Inc. (NE): +5.11%

  8. American Electric Power (AEP) • Date Recommended: 10/11/2012 • Price When Recommended: $44.24 • Price on 1/18/2013: $43.51 • Reducing output in Texas plant by 40% • Recently been issuing hundreds billions in long-term debt

  9. 3 Month Chart (AEP)

  10. Exelon Corp (EXC) • Date Recommended: 10/30/2012 • Price When Recommended: $35.45 • Price on 1/18/2013: $30.37 • Increasing prices of nuclear power • Decreasing prices of utilities

  11. 3 Month Chart (EXC)

  12. Xcel Energy (XEL) • Date Recommended: 11/15/2012 • Price When Recommended: $26.03 • Price on 1/18/2013: $27.01 • Missed Q3 revenue estimates, but beat on earnings

  13. 3 Month Chart (XEL)

  14. Dominion Resources (D) • Date Recommended: 11/27/2012 • Price When Recommended: $50.54 • Price on 1/18/2013: $52.92 • Outperformed XLU in past 3 months • Expected to release earnings tomorrow

  15. 3 Month Chart (D)

  16. Outlook • Dividend hike was palatable • Booming Market • Outlook: Neutral

  17. References • Reuters • Yahoo Finance • CNN Money • S&P 500 Sector SPDR

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