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Holdings (Monthly) Guide ↗

Select Utilities Portfolio

· Fidelity Select Portfolios
Monthly Holdings $4.0B AUM 41 positions Period May 2026 Filed Jul 24, 2026 EDGAR ↗ ← All Funds
All 7 New 12 Added 21 Reduced 1 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NEXTERA ENERGY INC 65339F101 Feb 2026 5,738,325 -191,200 $499.3M -10.2% 12.78% EC
2 CONSTELLATION ENERGY CORP 21037T109 Feb 2026 900,452 -132,500 $259.1M -24.0% 6.63% EC
3 AMERICAN ELECTRIC POWER CO INC 025537101 Feb 2026 1,892,420 +747,200 $239.7M +56.4% 6.14% EC
4 DUKE ENERGY CORP NEW 26441C204 Feb 2026 1,915,381 -142,900 $235.1M -12.7% 6.02% EC
5 SEMPRA 816851109 Feb 2026 2,298,656 -165,800 $204.9M -13.6% 5.24% EC
6 ENTERGY CORP NEW 29364G103 Feb 2026 1,792,599 -66,400 $195.5M -1.8% 5.00% EC
7 XCEL ENERGY INC 98389B100 Feb 2026 2,380,297 +191,700 $189.2M +3.7% 4.84% EC
8 VISTRA CORP 92840M102 Feb 2026 1,180,308 -110,800 $189.1M -15.8% 4.84% EC
9 NRG ENERGY INC 629377508 Feb 2026 1,397,916 -279,285 $187.4M -37.6% 4.80% EC
10 CENTERPOINT ENERGY INC 15189T107 Feb 2026 3,439,388 +50,300 $145.3M -1.4% 3.72% EC
11 AMEREN CORP 023608102 Feb 2026 1,336,998 +7,300 $144.4M -4.2% 3.70% EC
12 SOUTHERN COMPANY 842587107 Feb 2026 1,522,579 +364,400 $140.2M +24.3% 3.59% EC
13 PPL CORPORATION 69351T106 Feb 2026 3,660,440 +294,900 $129.5M -1.3% 3.32% EC
14 NISOURCE INC 65473P105 Feb 2026 2,801,827 +258,700 $129.5M +7.7% 3.32% EC
15 PG and E CORP 69331C108 Feb 2026 7,781,890 -360,300 $127.2M -17.8% 3.26% EC
16 Fidelity Revere Street Trust 31635A303 Feb 2026 117,427,089 +67,350,911 $117.4M +134.5% 3.01% STIV
17 EVERGY INC 30034W106 Feb 2026 1,420,954 -63,000 $116.6M -6.1% 2.98% EC
18 ALLIANT ENERGY CORP 018802108 Feb 2026 1,572,800 +551,600 $112.6M +52.5% 2.88% EC
19 DOMINION ENERGY INC 25746U109 May 2026 1,663,830 NEW $111.4M 2.85% EC
20 Fidelity Revere Street Trust 31635A105 Feb 2026 108,858,857 +54,089,372 $108.9M +98.8% 2.79% STIV
21 EXELON CORP 30161N101 Feb 2026 1,141,155 -2,720,945 $52.1M -72.7% 1.33% EC
22 NEXTPOWER INC 65290E101 Feb 2026 311,909 -150,500 $48.8M +0.4% 1.25% EC
23 IDACORP INC 451107106 May 2026 335,200 NEW $47.0M 1.20% EC
24 TALEN ENERGY CORP 87422Q109 Feb 2026 111,500 -12,200 $43.1M -6.0% 1.10% EC
25 PINNACLE WEST CAPITAL CORP 723484101 May 2026 283,705 NEW $28.3M 0.72% EC
26 MASTEC INC 576323109 Feb 2026 71,200 -50,500 $26.9M -25.7% 0.69% EC
27 QUANTA SVCS INC 74762E102 Feb 2026 37,300 -20,100 $26.5M -17.9% 0.68% EC
28 ORMAT TECHNOLOGIES INC 686688102 May 2026 186,100 NEW $25.5M 0.65% EC
29 FERVO ENERGY 31556C106 May 2026 604,548 NEW $22.2M 0.57% EC
30 GE VERNOVA INC 36828A101 Feb 2026 20,200 -22,200 $19.6M -47.2% 0.50% EC
31 SIEMENS ENERGY AG N/A Feb 2026 97,200 -41,100 $18.5M -32.0% 0.47% EC
32 MONOLITHIC POWER SYSTEMS INC 609839105 May 2026 10,100 NEW $15.8M 0.40% EC
33 ECHOSTAR CORP 278768106 Feb 2026 76,100 -251,600 $9.8M -74.0% 0.25% EC
34 CATERPILLAR INC 149123101 Feb 2026 10,800 -11,200 $9.5M -42.1% 0.24% EC
35 UGI CORP 902681105 Feb 2026 263,748 -661,000 $9.2M -73.4% 0.24% EC
36 BLOOM ENERGY CORP 093712107 Feb 2026 29,800 -23,600 $8.5M +2.2% 0.22% EC
37 WASTE CONNECTION INC 94106B101 May 2026 48,500 NEW $7.2M 0.19% EC
38 OKLO INC 02156V109 Feb 2026 86,200 +53,400 $5.8M +179.2% 0.15% EC
39 CAMECO CORP 13321L108 Feb 2026 47,600 +1,400 $5.4M -1.9% 0.14% EC
40 CENTURI HOLDINGS INC 155923105 Feb 2026 93,644 -122,556 $2.9M -57.0% 0.07% EC
AES CORP 00130H105 952,142 SOLD $16.5M