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Holdings (Monthly) Guide ↗

Icon Utilities And Income Fund

· SCM Trust
Monthly Holdings $24M AUM 26 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds
All 4 New 6 Reduced 2 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 NRG ENERGY INC NRG Jun 2026 15,400 NEW $2.2M 9.55% EC
2 DTE ENERGY COMPANY DTE Mar 2026 8,559 $1.3M +4.2% 5.54% EC
3 ATMOS ENERGY CORP ATO Mar 2026 7,480 $1.3M -6.7% 5.47% EC
4 XCEL ENERGY INC XEL Mar 2026 15,400 $1.2M +1.1% 5.25% EC
5 NEXTERA ENERGY INC NEE Mar 2026 13,762 $1.2M -5.5% 5.13% EC
6 CONSOLIDATED EDISON INC ED Mar 2026 10,500 -600 $1.2M -7.5% 4.93% EC
7 NISOURCE INC NI Mar 2026 24,300 $1.2M +1.9% 4.90% EC
8 AMEREN CORP AEE Mar 2026 10,082 -2,000 $1.1M -14.2% 4.84% EC
9 EVERSOURCE ENERGY ES Mar 2026 15,300 $1.1M +4.3% 4.69% EC
10 EVERGY INC EVRG Mar 2026 12,400 -2,500 $1.1M -12.2% 4.55% EC
11 PORTLAND GENERAL ELECTRIC COMPANY POR Mar 2026 20,104 $1.0M -1.8% 4.42% EC
12 SPIRE INC (US) SR Mar 2026 13,100 $1.0M -13.8% 4.34% EC
13 AMERICAN ELECTRIC POWER COMPANY INC AEP Mar 2026 7,440 -4,000 $1.0M -32.1% 4.32% EC
14 NATIONAL FUEL GAS COMPANY NFG Mar 2026 12,991 $1.0M -17.8% 4.26% EC
15 ONE GAS INC OGS Mar 2026 12,600 $971K -10.5% 4.12% EC
16 NEW JERSEY RESOURCES CORP NJR Mar 2026 16,700 -3,000 $936K -13.5% 3.97% EC
17 CMS ENERGY CORP CMS Mar 2026 12,200 $933K -1.4% 3.96% EC
18 BLACK HILLS CORP BKH Mar 2026 11,237 $836K +7.2% 3.55% EC
19 AES CORP (THE) AES Jun 2026 53,000 NEW $777K 3.30% EC
20 VODAFONE GROUP PLC VOD Mar 2026 54,000 -36,000 $714K -47.2% 3.03% EC
21 SUBURBAN PROPANE PARTNERS LP SPH Mar 2026 36,914 $631K -13.2% 2.68% EC
22 T-MOBILE US INC TMUS Mar 2026 2,770 $465K -20.1% 1.97% EC
23 ONEOK INC OKE Jun 2026 5,100 NEW $443K 1.88% EC
24 FIDELITY COLCHESTER STREET TRUST FIGXX Jun 2026 232,736 NEW $233K 0.99% STIV
Iridium Communications, Inc. 46269C102 43,827 SOLD $1.2M
First American Funds Inc. 31846V336 150,018 SOLD $0.2M