Utilities Sector Portfolio Overlap

Shared Utilities sector holdings among 32 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended June 30, 2026.

This page analyzes overlapping Utilities sector positions across major hedge funds, asset managers, and long-term institutional investors to identify consensus smart money holdings, shared portfolio exposure, and high-conviction investment themes.

Investors can compare pairwise portfolio overlap, explore stocks held by multiple institutional investors, analyze ownership concentration trends, and identify the most widely owned Utilities sector companies among leading investment firms.

Consensus Utilities Holdings

Stocks in Utilities held by two or more tracked superinvestors (ranked by number of filers, then combined reported value).

StockSuperinvestorsCombined reported value
GEV

GE Vernova Inc.

14$2.54B
VST

Vistra Corp.

6$703.35M
AEP

American Electric Power Company

5$1.33B
PEG

Public Service Enterprise Group

5$131.46M
NEE

NextEra Energy, Inc.

5$57.69M
DTE

DTE Energy Company

4$133.42M
DUK

Duke Energy Corporation (Holdin

4$101.26M
BKH

Black Hills Corporation

4$40.58M
UGI

UGI Corporation

4$19.32M
CIG

Comp En De Mn Cemig

4$12.56M
WEC

WEC Energy Group, Inc.

3$242.81M
LNT

Alliant Energy Corporation

3$240.91M
CMS

CMS Energy Corporation

3$211.34M
NGG

National Grid Transco, PLC Nati

3$207.60M
PCG

Pacific Gas & Electric Co.

3$124.93M
ATO

Atmos Energy Corporation

3$79.20M
FE

FirstEnergy Corp.

3$60.81M
TAC

TransAlta Corporation

3$60.06M
IDA

IDACORP, Inc.

3$53.82M
XEL

Xcel Energy Inc.

3$51.68M
CEG

Constellation Energy Corporatio

3$36.19M
OGS

ONE Gas, Inc.

3$21.55M
MGEE

MGE Energy Inc.

3$8.30M
NWE

NorthWestern Energy Group, Inc.

3$6.13M
AWK

American Water Works Company, I

3$2.35M
D

Dominion Energy, Inc.

2$1.25B
CTRI

Centuri Holdings, Inc.

2$461.15M
NRG

NRG Energy, Inc.

2$258.13M
EXC

Exelon Corporation

2$73.30M
ED

Consolidated Edison, Inc.

2$59.99M
ETR

Entergy Corporation

2$58.04M
AEE

Ameren Corporation

2$51.39M
ES

Eversource Energy (D/B/A)

2$50.94M
PPL

PPL Corporation

2$50.48M
PNW

Pinnacle West Capital Corporati

2$48.13M
AQN

Algonquin Power & Utilities Cor

2$45.12M
SBS

Companhia de saneamento Basico

2$44.15M
SWX

Southwest Gas Holdings, Inc.

2$39.60M
SRE

DBA Sempra

2$39.25M
NI

NiSource Inc

2$37.93M

Highest Utilities Portfolio Overlap (Pairs)

Top superinvestor pairs ranked by overlap score within Utilities only (shared symbols and reported values in this sector).

InvestorsShared positionsCombined valueOverlap score
Sequoia Financial Advisors & Renaissance Technologies LLC38$1.42B100Extremely high shared conviction
Sequoia Financial Advisors & Mairs & Power Growth Fund10$564.88M100Extremely high shared conviction
Sequoia Financial Advisors & Dodge & Cox Stock Fund5$2.65B100Extremely high shared conviction
Sequoia Financial Advisors & Parnassus Endeavor Fund2$736.70M100Extremely high shared conviction
Appaloosa Management & Sequoia Financial Advisors2$612.38M100Extremely high shared conviction
Tiger Global Management & Parnassus Endeavor Fund1$1.47B100Extremely high shared conviction
Fundsmith & Parnassus Endeavor Fund1$1.01B100Extremely high shared conviction
Sequoia Financial Advisors & Tiger Global Management1$970.98M100Extremely high shared conviction
Cullen Value Fund & Tiger Global Management1$938.13M100Extremely high shared conviction
Mairs & Power Growth Fund & Tiger Global Management1$937.96M100Extremely high shared conviction
Hancock Classic Value & Tiger Global Management1$937.18M100Extremely high shared conviction
Parnassus Endeavor Fund & Polen Capital Management1$761.89M100Extremely high shared conviction
Fundsmith Investment Services & Parnassus Endeavor Fund1$682.04M100Extremely high shared conviction
Parnassus Endeavor Fund & Eagle Capital Management1$553.36M100Extremely high shared conviction
Semper Augustus Investments Group & Parnassus Endeavor Fund1$533.24M100Extremely high shared conviction
Muhlenkamp & Co & Parnassus Endeavor Fund1$532.58M100Extremely high shared conviction
Cullen Value Fund & Parnassus Endeavor Fund1$532.06M100Extremely high shared conviction
Hancock Classic Value & Parnassus Endeavor Fund1$531.12M100Extremely high shared conviction
Sequoia Financial Advisors & Fundsmith1$515.51M100Extremely high shared conviction
Cullen Value Fund & Fundsmith1$482.66M100Extremely high shared conviction

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