Utilities Sector Portfolio Overlap

Shared Utilities sector holdings among 29 institutional investors and superinvestors tracked by InsiderSet based on the latest publicly available SEC Form 13F filings for the quarter ended March 31, 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.

9$1.02B
VST

Vistra Corp.

5$1.47B
PEG

Public Service Enterprise Group

5$84.54M
NEE

NextEra Energy, Inc.

5$59.90M
AEP

American Electric Power Company

4$1.34B
BKH

Black Hills Corporation

4$22.44M
CIG

Comp En De Mn Cemig

4$21.87M
UGI

UGI Corporation

4$18.52M
AWK

American Water Works Company, I

4$11.28M
DUK

Duke Energy Corporation (Holdin

4$7.83M
NRG

NRG Energy, Inc.

3$262.14M
LNT

Alliant Energy Corporation

3$260.08M
WEC

WEC Energy Group, Inc.

3$237.41M
NGG

National Grid Transco, PLC Nati

3$230.69M
TAC

TransAlta Corporation

3$103.06M
XEL

Xcel Energy Inc.

3$78.56M
DTE

DTE Energy Company

3$76.23M
SO

Southern Company (The)

3$56.41M
IDA

IDACORP, Inc.

3$49.64M
CEG

Constellation Energy Corporatio

3$36.09M
ATO

Atmos Energy Corporation

3$33.05M
D

Dominion Energy, Inc.

2$1.21B
CTRI

Centuri Holdings, Inc.

2$446.05M
CMS

CMS Energy Corporation

2$152.71M
AQN

Algonquin Power & Utilities Cor

2$132.56M
PCG

Pacific Gas & Electric Co.

2$118.38M
ETR

Entergy Corporation

2$65.77M
PNW

Pinnacle West Capital Corporati

2$59.07M
SBS

Companhia de saneamento Basico

2$53.37M
EVRG

Evergy, Inc.

2$44.36M
SWX

Southwest Gas Holdings, Inc.

2$40.43M
AEE

Ameren Corporation

2$33.32M
FTS

Fortis Inc.

2$29.41M
CNP

CenterPoint Energy, Inc (Holdin

2$21.52M
ED

Consolidated Edison, Inc.

2$20.10M
OKLO

Oklo Inc.

2$18.19M
OGE

OGE Energy Corp

2$16.70M
FE

FirstEnergy Corp.

2$16.44M
ENIC

Enel Chile S.A.

2$10.83M
OGS

ONE Gas, Inc.

2$9.86M

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 LLC32$1.06B100Extremely high shared conviction
Sequoia Financial Advisors & Mairs & Power Growth Fund9$568.38M100Extremely high shared conviction
Sequoia Financial Advisors & Dodge & Cox Stock Fund5$2.52B100Extremely high shared conviction
Appaloosa Management & Sequoia Financial Advisors2$562.18M100Extremely high shared conviction
Appaloosa Management & Lone Pine Capital1$1.23B100Extremely high shared conviction
Sound Shore Management & Lone Pine Capital1$1.00B100Extremely high shared conviction
Sequoia Financial Advisors & Lone Pine Capital1$933.37M100Extremely high shared conviction
Sequoia Financial Advisors & Tiger Global Management1$874.78M100Extremely high shared conviction
Tiger Global Management & Parnassus Endeavor Fund1$853.98M100Extremely high shared conviction
Cullen Value Fund & Tiger Global Management1$850.19M100Extremely high shared conviction
First Eagle U.S. Value & Oaktree Capital Management1$84.35M100Extremely high shared conviction
ShawSpring Partners & Torray Fund1$32.17M100Extremely high shared conviction
Cullen Value Fund & Eagle Capital Management1$22.16M100Extremely high shared conviction
Mairs & Power Growth Fund & Tiger Global Management1$850.06M95Extremely high shared conviction
Sequoia Financial Advisors & Parnassus Endeavor Fund2$182.81M82Strong overlap
Appaloosa Management & Sound Shore Management1$376.14M77Strong overlap
Kahn Brothers Group & Sound Shore Management1$79.99M74Strong overlap
Matrix Advisors Value Fund & Dodge & Cox Stock Fund2$1.19B68Strong overlap
Sound Shore Management & Cullen Value Fund1$81.20M67Strong overlap
Matrix Advisors Value Fund & Torray Fund1$43.11M67Strong overlap

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