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Holdings (Monthly) Guide ↗

Utilities Fund

· Rydex Series Funds
Monthly Holdings $30M AUM 53 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NextEra Energy Inc NEE Mar 2026 18,024 $1.7M 5.64% EC
2 Southern Co. SO Mar 2026 12,710 $1.2M 4.13% EC
3 Duke Energy Corp DUK Mar 2026 9,154 $1.2M 4.04% EC
4 Constellation Energy Corp. CEG Mar 2026 3,856 $1.1M 3.63% EC
5 American Electric Power Co, Inc. AEP Mar 2026 7,641 $1.0M 3.37% EC
6 Sempra SRE Mar 2026 10,038 $975K 3.28% EC
7 Entergy Corporation ETR Mar 2026 7,873 $885K 2.98% EC
8 Dominion Energy Inc D Mar 2026 14,127 $873K 2.94% EC
9 Exelon Corp. EXC Mar 2026 17,158 $841K 2.83% EC
10 Xcel Energy Inc XEL Mar 2026 10,555 $838K 2.82% EC
11 Vistra Corp VST Mar 2026 5,486 $825K 2.78% EC
12 Consolidated Edison, Inc. ED Mar 2026 6,741 $763K 2.57% EC
13 Public Service Enterprise Group Incorporated PEG Mar 2026 9,327 $755K 2.54% EC
14 PG&E Corporation PCG Mar 2026 41,932 $737K 2.48% EC
15 WEC Energy Group Inc. WEC Mar 2026 6,275 $726K 2.45% EC
16 Ameren Corp. AEE Mar 2026 5,990 $658K 2.22% EC
17 Atmos Energy Corp. ATO Mar 2026 3,545 $655K 2.20% EC
18 NRG Energy, Inc. NRG Mar 2026 4,447 $650K 2.19% EC
19 Edison International EIX Mar 2026 8,875 $649K 2.19% EC
20 Centerpoint Energy Inc CNP Mar 2026 14,618 $631K 2.12% EC
21 FirstEnergy Corp. FE Mar 2026 12,448 $631K 2.12% EC
22 PPL Corporation PPL Mar 2026 16,422 $627K 2.11% EC
23 DTE Energy Co. DTE Mar 2026 4,186 $612K 2.06% EC
24 American Water Works Company, Inc. AWK Mar 2026 4,432 $603K 2.03% EC
25 Eversource Energy ES Mar 2026 8,643 $599K 2.02% EC
26 CMS Energy Corporation CMS Mar 2026 7,519 $583K 1.96% EC
27 NiSource Inc. NI Mar 2026 12,087 $564K 1.90% EC
28 Alliant Energy Corporation LNT Mar 2026 7,150 $513K 1.73% EC
29 Evergy Inc EVRG Mar 2026 6,260 $513K 1.73% EC
30 TALEN ENERGY CORP TLN Mar 2026 1,465 $468K 1.57% EC
31 Fortis Inc FTS Mar 2026 8,306 $463K 1.56% EC
32 National Grid PLC NGG Mar 2026 5,201 $440K 1.48% EC
33 BROOKFIELD RENEWABLE CORP BEPC Mar 2026 10,662 $425K 1.43% EC
34 Pinnacle West Capital Corp. PNW Mar 2026 4,123 $415K 1.40% EC
35 Essential Utilities Inc WTRG Mar 2026 9,805 $395K 1.33% EC
36 OGE Energy Corporation OGE Mar 2026 7,801 $374K 1.26% EC
37 National Fuel Gas Company NFG Mar 2026 3,778 $355K 1.20% EC
38 Clearway Energy Inc CWEN Mar 2026 8,691 $341K 1.15% EC
39 Idacorp Inc IDA Mar 2026 2,362 $338K 1.14% EC
40 UGI Corp UGI Mar 2026 9,200 $335K 1.13% EC
41 AES Corp. AES Mar 2026 22,742 $320K 1.08% EC
42 Portland General Electric Company POR Mar 2026 5,833 $308K 1.04% EC
43 TXNM Energy Inc. TXNM Mar 2026 5,140 $300K 1.01% EC
44 OKLO INC OKLO Mar 2026 5,727 $284K 0.96% EC
45 Black Hills Corporation BKH Mar 2026 3,901 $271K 0.91% EC
46 Ormat Technologies Inc. ORA Mar 2026 2,342 $262K 0.88% EC
47 MDU RESOURCES GROUP INC MDU Mar 2026 11,812 $245K 0.82% EC
48 NorthWestern Energy Group Inc NWE Mar 2026 3,608 $238K 0.80% EC
49 H2O America HTO Mar 2026 3,379 $198K 0.67% EC
50 OTTER TAIL CORP OTTR Mar 2026 1,793 $157K 0.53% EC
51 MGE ENERGY INC MGEE Mar 2026 1,465 $113K 0.38% EC
52 J.P. MORGAN SECURITIES LLC 000000000 Mar 2026 100,789 $101K 0.34% RA
53 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 000000000 Mar 2026 91,595 $92K 0.31% RA