Holdings (Monthly) Guide ↗

Select Utilities Portfolio

· Fidelity Select Portfolios

Monthly Holdings $4.0B AUM 21 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	DUKE ENERGY CORP NEW	26441C204	Feb 2026	1,915,381	-142,900	$235.1M	-12.7%	6.02%	EC
4	SEMPRA	816851109	Feb 2026	2,298,656	-165,800	$204.9M	-13.6%	5.24%	EC
5	ENTERGY CORP NEW	29364G103	Feb 2026	1,792,599	-66,400	$195.5M	-1.8%	5.00%	EC
6	VISTRA CORP	92840M102	Feb 2026	1,180,308	-110,800	$189.1M	-15.8%	4.84%	EC
7	NRG ENERGY INC	629377508	Feb 2026	1,397,916	-279,285	$187.4M	-37.6%	4.80%	EC
8	PG and E CORP	69331C108	Feb 2026	7,781,890	-360,300	$127.2M	-17.8%	3.26%	EC
9	EVERGY INC	30034W106	Feb 2026	1,420,954	-63,000	$116.6M	-6.1%	2.98%	EC
10	EXELON CORP	30161N101	Feb 2026	1,141,155	-2,720,945	$52.1M	-72.7%	1.33%	EC
11	NEXTPOWER INC	65290E101	Feb 2026	311,909	-150,500	$48.8M	+0.4%	1.25%	EC
12	TALEN ENERGY CORP	87422Q109	Feb 2026	111,500	-12,200	$43.1M	-6.0%	1.10%	EC
13	MASTEC INC	576323109	Feb 2026	71,200	-50,500	$26.9M	-25.7%	0.69%	EC
14	QUANTA SVCS INC	74762E102	Feb 2026	37,300	-20,100	$26.5M	-17.9%	0.68%	EC
15	GE VERNOVA INC	36828A101	Feb 2026	20,200	-22,200	$19.6M	-47.2%	0.50%	EC
16	SIEMENS ENERGY AG	N/A	Feb 2026	97,200	-41,100	$18.5M	-32.0%	0.47%	EC
17	ECHOSTAR CORP	278768106	Feb 2026	76,100	-251,600	$9.8M	-74.0%	0.25%	EC
18	CATERPILLAR INC	149123101	Feb 2026	10,800	-11,200	$9.5M	-42.1%	0.24%	EC
19	UGI CORP	902681105	Feb 2026	263,748	-661,000	$9.2M	-73.4%	0.24%	EC
20	BLOOM ENERGY CORP	093712107	Feb 2026	29,800	-23,600	$8.5M	+2.2%	0.22%	EC
21	CENTURI HOLDINGS INC	155923105	Feb 2026	93,644	-122,556	$2.9M	-57.0%	0.07%	EC