| Wed, 18th Sep 2024, 5:36UTC |
| |
Assessment - Dow Jones Utility Average in Euro - 1/07/24 - RS = 39
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/07/24 |
Δwk |
2/10/23 |
prc diff |
⇓ Δ39 |
|
⇓∅-RS |
| | |
|
|
|
L |
|
DJUA |
933.145 |
12/08 |
0.36 |
837.967 |
11.36 |
745.648 |
92.318 |
12.38 |
|
3.68 |
| | |
|
|
|
|
|
Edison International |
76.831 |
12/08 |
0.52 |
66.370 |
15.76 |
58.122 |
8.248 |
14.19 |
|
4.51 |
| | |
|
|
|
|
|
Consolidated Edison |
95.038 |
12/08 |
0.91 |
82.797 |
14.78 |
77.719 |
5.079 |
6.53 |
|
-1.19 |
| | |
|
|
|
L |
|
Duke Energy |
105.694 |
12/08 |
0.62 |
92.624 |
14.11 |
81.356 |
11.268 |
13.85 |
|
6.86 |
| | |
|
|
|
|
|
Dominion Resources |
51.015 |
12/08 |
0.46 |
44.760 |
13.98 |
40.288 |
4.472 |
11.10 |
|
1.19 |
| | |
|
|
|
L |
|
Southern |
81.296 |
12/08 |
0.46 |
71.787 |
13.25 |
59.712 |
12.074 |
20.22 |
|
10.47 |
| | |
|
|
|
L |
|
American Water |
132.908 |
12/08 |
0.20 |
119.110 |
11.58 |
114.026 |
5.084 |
4.46 |
|
0.07 |
| | |
|
|
|
L |
|
AEP |
90.563 |
12/08 |
-0.40 |
81.371 |
11.30 |
68.406 |
12.965 |
18.95 |
|
8.11 |
| | |
|
|
|
L |
|
NextEra Energy |
72.328 |
12/08 |
0.15 |
65.168 |
10.99 |
49.657 |
15.510 |
31.23 |
|
11.73 |
| | |
|
|
|
|
|
Atmos Energy |
119.931 |
12/08 |
0.46 |
108.128 |
10.92 |
97.848 |
10.280 |
10.51 |
|
1.98 |
| | |
|
|
|
L |
|
Xcel Energy |
54.092 |
12/08 |
0.10 |
48.880 |
10.66 |
52.400 |
-3.519 |
-6.72 |
|
-8.70 |
| | |
|
|
|
|
|
FirstEnergy |
39.343 |
12/08 |
0.55 |
35.716 |
10.15 |
31.042 |
4.675 |
15.06 |
|
3.48 |
| | |
|
|
|
L |
|
PSEG |
75.059 |
12/08 |
0.81 |
68.645 |
9.34 |
52.076 |
16.569 |
31.82 |
|
17.59 |
| | |
|
|
|
|
|
Exelon |
34.402 |
12/08 |
-0.54 |
32.211 |
6.80 |
34.860 |
-2.649 |
-7.60 |
|
-8.35 |
| | |
|
|
|
L |
|
Sempra |
73.642 |
12/08 |
0.74 |
69.894 |
5.36 |
62.150 |
7.744 |
12.46 |
|
4.79 |
| | |
|
|
|
L |
|
AES |
15.579 |
12/08 |
0.30 |
16.259 |
-4.19 |
13.483 |
2.776 |
20.59 |
|
0.08 |
DJUA - 15 out of 15 instruments rated - 1/07/24 / 2/10/23 - 13 did rise, Market-Ratio(39) in EUR = 86.67 % |
Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Utility Average in Euro * A39 - 36/20 (2)
|
⇐ |
| |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | |
2/01/06 |
10/04/06 |
98 |
|
- cash - |
short |
10/04/06 |
17/04/06 |
7 |
|
|
|
NextEra Energy |
50 |
604 |
|
8.273 |
7.961 |
8.598 |
0.325 |
4 |
10,196 |
643 |
|
|
|
|
|
|
|
|
NiSource |
50 |
761 |
|
6.567 |
6.527 |
6.607 |
0.040 |
1 |
10,226 |
37 |
|
100 |
2 |
221 | |
long |
17/04/06 |
21/01/08 |
644 |
|
|
|
FirstEnergy |
50 |
127 |
|
40.002 |
46.963 |
|
6.961 |
17 |
11,110 |
10 |
|
|
|
|
|
|
|
|
Exelon |
50 |
120 |
|
42.660 |
50.021 |
|
7.360 |
17 |
11,994 |
9 |
|
100 |
17 |
9 | |
short |
21/01/08 |
17/03/08 |
56 |
|
|
|
AES |
50 |
495 |
|
12.100 |
10.253 |
14.279 |
2.179 |
18 |
13,072 |
194 |
|
|
|
|
|
|
|
|
NiSource |
50 |
1,275 |
|
4.706 |
4.317 |
5.130 |
0.424 |
9 |
13,613 |
75 |
|
100 |
14 |
128 | |
long |
17/03/08 |
28/07/08 |
133 |
|
|
|
FirstEnergy |
50 |
156 |
|
43.508 |
46.056 |
|
2.548 |
6 |
14,010 |
17 |
|
|
|
|
|
|
|
|
Exelon |
50 |
134 |
|
50.654 |
50.576 |
|
-0.078 |
0 |
14,000 |
0 |
|
100 |
3 |
8 | |
short |
28/07/08 |
6/07/09 |
343 |
|
|
|
AES |
50 |
669 |
|
10.453 |
7.955 |
13.735 |
3.282 |
31 |
16,196 |
34 |
|
|
|
|
|
|
|
|
Edison International |
50 |
230 |
|
30.460 |
22.462 |
41.306 |
10.846 |
36 |
18,690 |
38 |
|
100 |
34 |
36 | |
long |
6/07/09 |
31/08/15 |
2247 |
|
|
|
NextEra Energy |
50 |
937 |
|
9.963 |
21.941 |
|
11.978 |
120 |
29,914 |
14 |
|
|
|
|
|
|
|
|
PG & E |
50 |
339 |
|
27.520 |
44.217 |
|
16.697 |
61 |
35,574 |
8 |
|
100 |
90 |
11 | |
short |
31/08/15 |
7/12/15 |
98 |
|
|
|
CenterPoint Energy |
50 |
1,071 |
|
16.606 |
15.137 |
18.217 |
1.611 |
10 |
37,299 |
41 |
|
|
|
|
|
|
|
|
FirstEnergy |
50 |
624 |
|
28.503 |
29.960 |
27.045 |
-1.458 |
-5 |
36,390 |
-18 |
|
100 |
2 |
9 | |
long |
7/12/15 |
16/03/20 |
1561 |
|
|
|
NiSource |
50 |
1,030 |
|
17.655 |
18.760 |
|
1.105 |
6 |
37,528 |
1 |
|
|
|
|
|
|
|
|
American Water |
50 |
337 |
|
53.870 |
106.442 |
|
52.572 |
98 |
55,245 |
17 |
|
100 |
52 |
10 | |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | short |
16/03/20 |
7/12/20 |
266 |
|
|
|
AES |
50 |
2,805 |
|
9.846 |
17.212 |
2.480 |
-7.366 |
-75 |
34,584 |
-85 |
|
|
|
|
|
|
|
|
CenterPoint Energy |
50 |
2,470 |
|
11.181 |
19.084 |
3.278 |
-7.903 |
-71 |
15,064 |
-81 |
|
100 |
-73 |
-83 | |
long |
7/12/20 |
10/10/22 |
672 |
|
|
|
AES |
50 |
437 |
|
17.212 |
25.674 |
|
8.463 |
49 |
18,762 |
24 |
|
|
|
|
|
|
|
|
PG & E |
50 |
729 |
|
10.334 |
14.575 |
|
4.242 |
41 |
21,854 |
21 |
|
100 |
45 |
22 | |
short |
10/10/22 |
14/11/22 |
35 |
|
|
|
American Water |
50 |
83 |
|
131.454 |
140.016 |
122.893 |
-8.562 |
-7 |
21,144 |
-50 |
|
|
|
|
|
|
|
|
Exelon |
50 |
280 |
|
39.001 |
36.815 |
41.317 |
2.315 |
6 |
21,792 |
82 |
|
100 |
0 |
-3 | |
long |
14/11/22 |
2/01/23 |
49 |
|
|
|
AES |
50 |
409 |
|
26.630 |
26.971 |
|
0.341 |
1 |
21,932 |
10 |
|
|
|
|
|
|
|
|
PG & E |
50 |
779 |
|
13.987 |
15.249 |
|
1.261 |
9 |
22,914 |
90 |
|
100 |
5 |
45 | |
short |
2/01/23 |
20/03/23 |
77 |
|
|
|
Dominion Resources |
50 |
199 |
|
57.506 |
51.877 |
63.746 |
6.240 |
11 |
24,156 |
63 |
|
|
|
|
|
|
|
|
NiSource |
50 |
446 |
|
25.714 |
25.948 |
25.481 |
-0.233 |
-1 |
24,052 |
-4 |
|
100 |
5 |
26 | |
long |
20/03/23 |
15/05/23 |
56 |
|
|
|
Consolidated Edison |
50 |
133 |
|
90.388 |
90.503 |
|
0.115 |
0 |
24,067 |
1 |
|
|
|
|
|
|
|
|
Edison International |
50 |
186 |
|
64.356 |
66.389 |
|
2.032 |
3 |
24,445 |
22 |
|
100 |
2 |
11 | |
short |
15/05/23 |
3/07/23 |
49 |
|
|
|
AES |
50 |
604 |
|
20.209 |
19.296 |
21.165 |
0.956 |
5 |
25,023 |
41 |
|
|
|
|
|
|
|
|
Dominion Resources |
50 |
243 |
|
50.334 |
48.180 |
52.583 |
2.250 |
4 |
25,570 |
38 |
|
100 |
5 |
40 | |
long |
3/07/23 |
4/09/23 |
63 |
|
|
|
Edison International |
50 |
202 |
|
63.273 |
63.361 |
|
0.089 |
0 |
25,587 |
1 |
|
|
|
|
|
|
|
|
Atmos Energy |
50 |
119 |
|
107.423 |
106.948 |
|
-0.475 |
0 |
25,531 |
-3 |
|
100 |
0 |
-1 | |
L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | short |
4/09/23 |
11/12/23 |
98 |
|
|
|
AES |
50 |
770 |
|
16.570 |
16.796 |
16.344 |
-0.226 |
-1 |
25,357 |
-5 |
|
|
|
|
|
|
|
|
Dominion Resources |
50 |
288 |
|
44.346 |
44.338 |
44.355 |
0.008 |
0 |
25,359 |
0 |
|
100 |
-1 |
-2 | |
long |
11/12/23 |
15/01/24 |
35 |
|
|
|
PSEG |
50 |
216 |
|
58.603 |
55.084 |
|
-3.519 |
-6 |
24,599 |
-48 |
|
|
|
|
|
|
|
|
Southern |
50 |
191 |
|
66.401 |
65.221 |
|
-1.180 |
-2 |
24,374 |
-17 |
|
100 |
-4 |
-34 | |
short |
15/01/24 |
6/05/24 |
112 |
|
|
|
NextEra Energy |
50 |
218 |
|
55.742 |
66.106 |
45.378 |
-10.364 |
-19 |
22,115 |
-49 |
|
|
|
|
|
|
|
|
Exelon |
50 |
371 |
|
32.939 |
34.839 |
31.039 |
-1.900 |
-6 |
21,410 |
-18 |
|
100 |
-12 |
-34 | |
long |
6/05/24 |
12/08/24 |
98 |
|
|
|
NextEra Energy |
50 |
161 |
|
66.106 |
72.328 |
|
6.222 |
9 |
22,412 |
40 |
|
|
|
|
|
|
|
|
PSEG |
50 |
162 |
|
66.189 |
75.059 |
|
8.870 |
13 |
23,848 |
60 |
|
100 |
11 |
50 | |
accum | 10/04/06 |
12/08/24 | 6736 |
days out of 6834 invested (99%) |
138 |
23,848 |
5 |
|
Instrument Related Contribution
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
PG & E | long | 6/07/09 | 31/08/15 | 2247 | 27.52 | 44.22 | | 16.70 | 60.67 | 50 | 30.34 | |
| long | 7/12/20 | 10/10/22 | 672 | 10.33 | 14.58 | | 4.24 | 41.05 | | 20.52 | |
| long | 14/11/22 | 2/01/23 | 49 | 13.99 | 15.25 | | 1.26 | 9.02 | | 4.51 | 64.17 |
NextEra Energy | short | 10/04/06 | 17/04/06 | 7 | 8.27 | 7.96 | 8.60 | 0.32 | 3.92 | | 1.96 | |
| long | 6/07/09 | 31/08/15 | 2247 | 9.96 | 21.94 | | 11.98 | 120.22 | | 60.11 | |
| short | 15/01/24 | 6/05/24 | 112 | 55.74 | 66.11 | 45.38 | -10.36 | -18.59 | | -9.30 | |
| long | 6/05/24 | 12/08/24 | 98 | 66.11 | 72.33 | | 6.22 | 9.41 | | 4.71 | 55.04 |
American Water | long | 7/12/15 | 16/03/20 | 1561 | 53.87 | 106.44 | | 52.57 | 97.59 | | 48.80 | |
| short | 10/10/22 | 14/11/22 | 35 | 131.45 | 140.02 | 122.89 | -8.56 | -6.51 | | -3.26 | 43.95 |
Edison International | short | 28/07/08 | 6/07/09 | 343 | 30.46 | 22.46 | 41.31 | 10.85 | 35.61 | | 17.80 | |
| long | 20/03/23 | 15/05/23 | 56 | 64.36 | 66.39 | | 2.03 | 3.16 | | 1.58 | |
| long | 3/07/23 | 4/09/23 | 63 | 63.27 | 63.36 | | 0.09 | 0.14 | | 0.07 | 19.75 |
FirstEnergy | long | 17/04/06 | 21/01/08 | 644 | 40.00 | 46.96 | | 6.96 | 17.40 | | 8.70 | |
| long | 17/03/08 | 28/07/08 | 133 | 43.51 | 46.06 | | 2.55 | 5.86 | | 2.93 | |
| short | 31/08/15 | 7/12/15 | 98 | 28.50 | 29.96 | 27.04 | -1.46 | -5.11 | | -2.56 | 9.02 |
Exelon | long | 17/04/06 | 21/01/08 | 644 | 42.66 | 50.02 | | 7.36 | 17.25 | | 8.63 | |
| long | 17/03/08 | 28/07/08 | 133 | 50.65 | 50.58 | | -0.08 | -0.15 | | -0.08 | |
| short | 10/10/22 | 14/11/22 | 35 | 39.00 | 36.82 | 41.32 | 2.32 | 5.94 | | 2.97 | |
| short | 15/01/24 | 6/05/24 | 112 | 32.94 | 34.84 | 31.04 | -1.90 | -5.77 | | -2.88 | 8.54 |
Dominion Resources | short | 2/01/23 | 20/03/23 | 77 | 57.51 | 51.88 | 63.75 | 6.24 | 10.85 | | 5.43 | |
| short | 15/05/23 | 3/07/23 | 49 | 50.33 | 48.18 | 52.58 | 2.25 | 4.47 | | 2.23 | |
| short | 4/09/23 | 11/12/23 | 98 | 44.35 | 44.34 | 44.35 | 0.01 | 0.02 | | 0.01 | 7.79 |
NiSource | short | 10/04/06 | 17/04/06 | 7 | 6.57 | 6.53 | 6.61 | 0.04 | 0.61 | | 0.30 | |
| short | 21/01/08 | 17/03/08 | 56 | 4.71 | 4.32 | 5.13 | 0.42 | 9.01 | | 4.50 | |
| long | 7/12/15 | 16/03/20 | 1561 | 17.66 | 18.76 | | 1.10 | 6.26 | | 3.13 | |
| short | 2/01/23 | 20/03/23 | 77 | 25.71 | 25.95 | 25.48 | -0.23 | -0.91 | | -0.45 | 7.61 |
instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
PSEG | long | 11/12/23 | 15/01/24 | 35 | 58.60 | 55.08 | | -3.52 | -6.00 | | -3.00 | |
| long | 6/05/24 | 12/08/24 | 98 | 66.19 | 75.06 | | 8.87 | 13.40 | | 6.70 | 3.50 |
AES | short | 21/01/08 | 17/03/08 | 56 | 12.10 | 10.25 | 14.28 | 2.18 | 18.01 | | 9.00 | |
| short | 28/07/08 | 6/07/09 | 343 | 10.45 | 7.95 | 13.73 | 3.28 | 31.40 | | 15.70 | |
| short | 16/03/20 | 7/12/20 | 266 | 9.85 | 17.21 | 2.48 | -7.37 | -74.81 | | -37.40 | |
| long | 7/12/20 | 10/10/22 | 672 | 17.21 | 25.67 | | 8.46 | 49.17 | | 24.58 | |
| long | 14/11/22 | 2/01/23 | 49 | 26.63 | 26.97 | | 0.34 | 1.28 | | 0.64 | |
| short | 15/05/23 | 3/07/23 | 49 | 20.21 | 19.30 | 21.16 | 0.96 | 4.73 | | 2.37 | |
| short | 4/09/23 | 11/12/23 | 98 | 16.57 | 16.80 | 16.34 | -0.23 | -1.36 | | -0.68 | 0.63 |
Consolidated Edison | long | 20/03/23 | 15/05/23 | 56 | 90.39 | 90.50 | | 0.12 | 0.13 | | 0.06 | 0.06 |
Atmos Energy | long | 3/07/23 | 4/09/23 | 63 | 107.42 | 106.95 | | -0.48 | -0.44 | | -0.22 | -0.22 |
Southern | long | 11/12/23 | 15/01/24 | 35 | 66.40 | 65.22 | | -1.18 | -1.78 | | -0.89 | -0.89 |
CenterPoint Energy | short | 31/08/15 | 7/12/15 | 98 | 16.61 | 15.14 | 18.22 | 1.61 | 9.70 | | 4.85 | |
| short | 16/03/20 | 7/12/20 | 266 | 11.18 | 19.08 | 3.28 | -7.90 | -70.68 | | -35.34 | -32.20 |
Annotations
22/08/23 | Sempra | | | stock split 1:2 (two for one) |
|
|