| | Thu, 30th Apr 2026, 1:56UTC |
| | |
Assessment - Dow Jones Utility Average in Dollar - 1/07/24 - RS = mixed
⇐
| |
|
⇓instrument |
freshest |
⇓ Δday |
1/07/24 |
⇓ Δwk |
1/01/24 |
prc diff |
⇓ Δ26 |
|
∅-RS |
| |  |
 |
 |
 |
L |
 |
DJUA |
1,000.910 |
12/08/24 |
0.36 |
898.820 |
11.36 |
881.670 |
17.150 |
1.95 |
|
3.90 |
| |  |
 |
 |
 |
L |
 |
PSEG |
80.510 |
12/08/24 |
0.81 |
73.630 |
9.34 |
61.150 |
12.480 |
20.41 |
|
15.99 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
77.580 |
12/08/24 |
0.15 |
69.900 |
10.99 |
60.740 |
9.160 |
15.08 |
|
14.55 |
| |  |
 |
 |
 |
L |
 |
Southern |
87.200 |
12/08/24 |
0.46 |
77.000 |
13.25 |
70.120 |
6.880 |
9.81 |
|
10.63 |
| |  |
 |
 |
 |
L |
 |
AEP |
97.140 |
12/08/24 |
-0.40 |
87.280 |
11.30 |
81.220 |
6.060 |
7.46 |
|
7.82 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
113.370 |
12/08/24 |
0.62 |
99.350 |
14.11 |
97.040 |
2.310 |
2.38 |
|
7.65 |
| |  |
 |
 |
 |
L |
 |
AES |
16.710 |
12/08/24 |
0.30 |
17.440 |
-4.19 |
19.250 |
-1.810 |
-9.40 |
|
7.05 |
| |  |
 |
 |
 |
|
 |
Edison International |
82.410 |
12/08/24 |
0.52 |
71.190 |
15.76 |
71.490 |
-0.300 |
-0.42 |
|
4.14 |
| |  |
 |
 |
 |
L |
 |
Sempra |
78.990 |
12/08/24 |
0.74 |
74.970 |
5.36 |
74.730 |
0.240 |
0.32 |
|
3.72 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
54.720 |
12/08/24 |
0.46 |
48.010 |
13.98 |
47.000 |
1.010 |
2.15 |
|
3.21 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
42.200 |
12/08/24 |
0.55 |
38.310 |
10.15 |
36.660 |
1.650 |
4.50 |
|
2.36 |
| |  |
 |
 |
 |
|
 |
Atmos Energy |
128.640 |
12/08/24 |
0.46 |
115.980 |
10.92 |
115.900 |
0.080 |
0.07 |
|
1.36 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
101.940 |
12/08/24 |
0.91 |
88.810 |
14.78 |
90.970 |
-2.160 |
-2.37 |
|
-0.07 |
| |  |
 |
 |
 |
L |
 |
American Water |
142.560 |
12/08/24 |
0.20 |
127.760 |
11.58 |
131.990 |
-4.230 |
-3.20 |
|
-0.28 |
| |  |
 |
 |
 |
|
 |
Exelon |
36.900 |
12/08/24 |
-0.54 |
34.550 |
6.80 |
35.900 |
-1.350 |
-3.76 |
|
-7.81 |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
58.020 |
12/08/24 |
0.10 |
52.430 |
10.66 |
61.910 |
-9.480 |
-15.31 |
|
-8.41 |
| DJUA - 15 out of 15 instruments rated - 1/07/24 / 1/01/24 - 9 did rise, Market-Ratio(26) in USD = 60.00 % |
| Stock Exchange Currency: USD $ Dollar |
Drawing of market charts for mixed techniques is really a worry to me.
Transactions Dow Jones Utility Average in Dollar * Mixed Straddles L30 - 30/20 (1) - S21 - 32/50 (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 |
23/01/06 |
21 |
|
- cash - |
| short |
23/01/06 |
6/03/06 |
42 |
 |
 |
 |
Duke Energy |
50 |
97 |
|
51.418 |
50.225 |
52.639 |
1.221 |
2 |
10,118 |
23 |
|
| |
|
|
|
 |
 |
 |
NiSource |
50 |
610 |
|
8.212 |
7.906 |
8.531 |
0.318 |
4 |
10,313 |
39 |
|
| 6/03/06 |
17/04/06 |
42 |
|
- cash - |
| long |
17/04/06 |
3/09/07 |
504 |
 |
 |
 |
FirstEnergy |
100 |
212 |
|
48.450 |
62.190 |
|
13.740 |
28 |
13,226 |
20 |
|
| short |
2/07/07 |
29/10/07 |
119 |
 |
 |
 |
Consolidated Edison |
50 |
144 |
|
45.610 |
46.510 |
44.710 |
-0.900 |
-2 |
13,096 |
-6 |
|
| |
|
|
|
 |
 |
 |
NiSource |
50 |
802 |
|
8.299 |
7.780 |
8.852 |
0.553 |
7 |
13,540 |
22 |
|
| long |
10/09/07 |
15/10/07 |
35 |
 |
 |
 |
Exelon |
100 |
184 |
|
73.390 |
78.310 |
|
4.920 |
7 |
14,445 |
97 |
|
| |
22/10/07 |
2/06/08 |
224 |
 |
 |
 |
Exelon |
100 |
190 |
|
75.780 |
87.280 |
|
11.500 |
15 |
16,630 |
26 |
|
| short |
4/02/08 |
9/06/08 |
126 |
 |
 |
 |
NiSource |
50 |
1,074 |
|
7.741 |
6.849 |
8.749 |
1.008 |
13 |
17,713 |
43 |
|
| |
|
|
|
 |
 |
 |
PG & E |
50 |
198 |
|
41.900 |
39.260 |
44.718 |
2.818 |
7 |
18,271 |
21 |
|
| 9/06/08 |
23/06/08 |
14 |
|
- cash - |
| |
23/06/08 |
4/08/08 |
42 |
 |
 |
 |
AES |
50 |
467 |
|
19.560 |
14.960 |
25.574 |
6.014 |
31 |
21,079 |
928 |
|
| |
|
|
|
 |
 |
 |
Consolidated Edison |
50 |
229 |
|
39.820 |
39.310 |
40.337 |
0.517 |
1 |
21,198 |
12 |
|
| 4/08/08 |
18/08/08 |
14 |
|
- cash - |
| long |
18/08/08 |
25/08/08 |
7 |
 |
 |
 |
FirstEnergy |
100 |
296 |
|
71.590 |
73.390 |
|
1.800 |
3 |
21,730 |
265 |
|
| 25/08/08 |
1/09/08 |
7 |
|
- cash - |
| short |
1/09/08 |
13/07/09 |
315 |
 |
 |
 |
AES |
50 |
735 |
|
14.770 |
11.460 |
19.036 |
4.266 |
29 |
24,866 |
34 |
|
| |
|
|
|
 |
 |
 |
Edison International |
50 |
239 |
|
45.410 |
30.620 |
67.344 |
21.934 |
48 |
30,108 |
58 |
|
| long |
8/09/08 |
6/10/08 |
28 |
 |
 |
 |
Southern |
100 |
792 |
|
38.000 |
36.120 |
|
-1.880 |
-5 |
28,619 |
-48 |
|
| |
4/05/09 |
22/06/09 |
49 |
 |
 |
 |
NextEra Energy |
100 |
1,987 |
|
14.400 |
14.298 |
|
-0.103 |
-1 |
28,415 |
-5 |
|
| |
29/06/09 |
5/07/10 |
371 |
 |
 |
 |
PG & E |
100 |
741 |
|
38.320 |
41.390 |
|
3.070 |
8 |
30,690 |
8 |
|
| short |
3/05/10 |
|
63 |
 |
 |
 |
AES |
50 |
1,272 |
|
12.060 |
8.900 |
16.342 |
4.282 |
36 |
36,137 |
481 |
|
| |
|
|
|
 |
 |
 |
FirstEnergy |
50 |
405 |
|
37.850 |
34.980 |
40.956 |
3.106 |
8 |
37,395 |
58 |
|
| 5/07/10 |
19/07/10 |
14 |
|
- cash - |
| long |
19/07/10 |
8/06/15 |
1785 |
 |
 |
 |
NiSource |
100 |
5,974 |
|
6.259 |
17.676 |
|
11.417 |
182 |
105,597 |
24 |
|
| short |
5/11/12 |
11/02/13 |
98 |
 |
 |
 |
AES |
50 |
5,091 |
|
10.370 |
11.200 |
9.540 |
-0.830 |
-8 |
101,371 |
-27 |
|
| |
|
|
|
 |
 |
 |
Exelon |
50 |
1,649 |
|
32.010 |
31.420 |
32.611 |
0.601 |
2 |
102,363 |
7 |
|
| |
19/08/13 |
21/10/13 |
63 |
 |
 |
 |
FirstEnergy |
50 |
1,406 |
|
36.390 |
38.000 |
34.780 |
-1.610 |
-4 |
100,099 |
-23 |
|
| |
|
|
|
 |
 |
 |
Exelon |
50 |
1,714 |
|
29.860 |
28.580 |
31.197 |
1.337 |
4 |
102,391 |
29 |
|
| |
9/12/13 |
13/01/14 |
35 |
 |
 |
 |
FirstEnergy |
50 |
1,576 |
|
32.480 |
31.960 |
33.009 |
0.529 |
2 |
103,224 |
18 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | | |
|
|
|
 |
 |
 |
Exelon |
50 |
1,798 |
|
28.470 |
26.980 |
30.042 |
1.572 |
6 |
106,051 |
75 |
|
| |
29/09/14 |
6/10/14 |
7 |
 |
 |
 |
FirstEnergy |
50 |
1,560 |
|
33.970 |
33.740 |
34.202 |
0.232 |
1 |
106,412 |
43 |
|
| |
|
|
|
 |
 |
 |
Southern |
50 |
1,216 |
|
43.630 |
44.070 |
43.190 |
-0.440 |
-1 |
105,877 |
-41 |
|
| |
27/04/15 |
3/08/15 |
98 |
 |
 |
 |
CenterPoint Energy |
50 |
2,543 |
|
20.810 |
19.220 |
22.532 |
1.722 |
8 |
110,255 |
34 |
|
| |
|
|
|
 |
 |
 |
Exelon |
50 |
1,586 |
|
33.370 |
32.450 |
34.316 |
0.946 |
3 |
111,756 |
11 |
|
| 3/08/15 |
24/08/15 |
21 |
|
- cash - |
| |
24/08/15 |
5/10/15 |
42 |
 |
 |
 |
AES |
50 |
4,846 |
|
11.530 |
10.270 |
12.945 |
1.415 |
12 |
118,611 |
173 |
|
| |
|
|
|
 |
 |
 |
CenterPoint Energy |
50 |
3,022 |
|
18.490 |
18.550 |
18.430 |
-0.060 |
0 |
118,429 |
-3 |
|
| long |
5/10/15 |
30/01/17 |
483 |
 |
 |
 |
NiSource |
100 |
6,216 |
|
19.050 |
21.840 |
|
2.790 |
15 |
135,772 |
11 |
|
| short |
11/01/16 |
25/01/16 |
14 |
 |
 |
 |
AES |
50 |
7,517 |
|
9.030 |
8.740 |
9.330 |
0.300 |
3 |
138,024 |
134 |
|
| |
|
|
|
 |
 |
 |
Exelon |
50 |
2,419 |
|
28.060 |
27.160 |
28.990 |
0.930 |
3 |
140,273 |
134 |
|
| |
10/10/16 |
17/10/16 |
7 |
 |
 |
 |
FirstEnergy |
50 |
2,210 |
|
31.730 |
32.230 |
31.230 |
-0.500 |
-2 |
139,168 |
-56 |
|
| |
|
|
|
 |
 |
 |
PSEG |
50 |
1,716 |
|
40.860 |
41.570 |
40.150 |
-0.710 |
-2 |
137,950 |
-60 |
|
| |
14/11/16 |
27/02/17 |
105 |
 |
 |
 |
PSEG |
50 |
1,639 |
|
42.080 |
45.610 |
38.550 |
-3.530 |
-8 |
132,164 |
-26 |
|
| |
|
|
|
 |
 |
 |
AEP |
50 |
1,063 |
|
64.840 |
66.700 |
62.980 |
-1.860 |
-3 |
130,187 |
-10 |
|
| long |
27/02/17 |
11/06/18 |
469 |
 |
 |
 |
CenterPoint Energy |
100 |
4,859 |
|
26.790 |
25.220 |
|
-1.570 |
-6 |
122,558 |
-5 |
|
| short |
15/01/18 |
25/06/18 |
161 |
 |
 |
 |
Edison International |
50 |
997 |
|
61.420 |
62.310 |
60.530 |
-0.890 |
-1 |
121,671 |
-3 |
|
| |
|
|
|
 |
 |
 |
PG & E |
50 |
1,399 |
|
43.820 |
42.290 |
45.405 |
1.585 |
4 |
123,889 |
8 |
|
| long |
18/06/18 |
16/03/20 |
637 |
 |
 |
 |
AES |
100 |
9,478 |
|
13.070 |
10.990 |
|
-2.080 |
-16 |
104,175 |
-9 |
|
| short |
16/03/20 |
10/08/20 |
147 |
 |
 |
 |
AES |
50 |
4,739 |
|
10.990 |
17.590 |
4.390 |
-6.600 |
-60 |
72,897 |
-90 |
|
| |
|
|
|
 |
 |
 |
CenterPoint Energy |
50 |
4,174 |
|
12.480 |
20.980 |
3.980 |
-8.500 |
-68 |
37,418 |
-94 |
|
| long |
8/06/20 |
6/07/20 |
28 |
 |
 |
 |
PG & E |
100 |
2,976 |
|
12.570 |
9.150 |
|
-3.420 |
-27 |
27,241 |
-98 |
|
| 10/08/20 |
21/09/20 |
42 |
|
- cash - |
| short |
21/09/20 |
28/09/20 |
7 |
 |
 |
 |
Edison International |
50 |
274 |
|
49.700 |
51.890 |
47.510 |
-2.190 |
-4 |
26,640 |
-90 |
|
| |
|
|
|
 |
 |
 |
FirstEnergy |
50 |
475 |
|
28.630 |
28.450 |
28.811 |
0.181 |
1 |
26,727 |
39 |
|
| 28/09/20 |
5/10/20 |
7 |
|
- cash - |
| long |
5/10/20 |
10/10/22 |
735 |
 |
 |
 |
American Water |
100 |
175 |
|
151.890 |
127.440 |
|
-24.450 |
-16 |
22,448 |
-8 |
|
| short |
27/09/21 |
25/10/21 |
28 |
 |
 |
 |
PG & E |
50 |
1,125 |
|
9.970 |
11.660 |
8.280 |
-1.690 |
-17 |
20,547 |
-91 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | ps short | prc diff | d % | asset | yield | | | |
|
|
|
 |
 |
 |
AEP |
50 |
138 |
|
81.360 |
84.670 |
78.050 |
-3.310 |
-4 |
20,090 |
-42 |
|
| |
20/06/22 |
4/07/22 |
14 |
 |
 |
 |
AES |
50 |
521 |
|
19.250 |
21.480 |
17.020 |
-2.230 |
-12 |
18,928 |
-96 |
|
| |
|
|
|
 |
 |
 |
American Water |
50 |
76 |
|
131.840 |
153.430 |
110.250 |
-21.590 |
-16 |
17,287 |
-99 |
|
| |
3/10/22 |
14/11/22 |
42 |
 |
 |
 |
American Water |
50 |
64 |
|
134.350 |
144.750 |
123.950 |
-10.400 |
-8 |
16,621 |
-50 |
|
| |
|
|
|
 |
 |
 |
Exelon |
50 |
225 |
|
38.480 |
38.060 |
38.905 |
0.425 |
1 |
16,717 |
10 |
|
| 14/11/22 |
28/11/22 |
14 |
|
- cash - |
| long |
28/11/22 |
27/02/23 |
91 |
 |
 |
 |
PG & E |
100 |
1,094 |
|
15.270 |
15.750 |
|
0.480 |
3 |
17,242 |
13 |
|
| short |
26/12/22 |
20/02/23 |
56 |
 |
 |
 |
Dominion Resources |
50 |
141 |
|
60.790 |
58.700 |
62.954 |
2.164 |
4 |
17,547 |
26 |
|
| |
|
|
|
 |
 |
 |
PSEG |
50 |
141 |
|
61.080 |
62.230 |
59.930 |
-1.150 |
-2 |
17,385 |
-12 |
|
| 27/02/23 |
24/04/23 |
56 |
|
- cash - |
| long |
24/04/23 |
10/07/23 |
77 |
 |
 |
 |
Edison International |
100 |
235 |
|
73.670 |
68.310 |
|
-5.360 |
-7 |
16,126 |
-30 |
|
| short |
22/05/23 |
24/07/23 |
63 |
 |
 |
 |
AES |
50 |
381 |
|
21.160 |
21.620 |
20.700 |
-0.460 |
-2 |
15,950 |
-12 |
|
| |
|
|
|
 |
 |
 |
Dominion Resources |
50 |
154 |
|
52.160 |
53.890 |
50.430 |
-1.730 |
-3 |
15,684 |
-18 |
|
| long |
17/07/23 |
7/08/23 |
21 |
 |
 |
 |
Atmos Energy |
100 |
131 |
|
119.690 |
117.990 |
|
-1.700 |
-1 |
15,461 |
-22 |
|
| 7/08/23 |
14/08/23 |
7 |
|
- cash - |
| short |
14/08/23 |
1/01/24 |
140 |
 |
 |
 |
AES |
50 |
406 |
|
19.020 |
19.250 |
18.790 |
-0.230 |
-1 |
15,368 |
-3 |
|
| |
|
|
|
 |
 |
 |
Dominion Resources |
50 |
157 |
|
48.990 |
47.000 |
51.064 |
2.074 |
4 |
15,693 |
11 |
|
| long |
18/12/23 |
22/01/24 |
35 |
 |
 |
 |
Southern |
100 |
219 |
|
71.360 |
68.820 |
|
-2.540 |
-4 |
15,137 |
-31 |
|
| 22/01/24 |
5/02/24 |
14 |
|
- cash - |
| short |
5/02/24 |
26/02/24 |
21 |
 |
 |
 |
NextEra Energy |
50 |
135 |
|
55.970 |
55.150 |
56.802 |
0.832 |
1 |
15,250 |
29 |
|
| |
|
|
|
 |
 |
 |
Exelon |
50 |
225 |
|
33.620 |
35.630 |
31.610 |
-2.010 |
-6 |
14,797 |
-66 |
|
| 26/02/24 |
4/03/24 |
7 |
|
- cash - |
| long |
4/03/24 |
12/08/24 |
161 |
 |
 |
 |
PSEG |
100 |
233 |
|
63.360 |
80.510 |
|
17.150 |
27 |
18,793 |
72 |
|
| accum | 23/01/06 |
12/08/24 | 7143 |
days out of 7423 invested (96%) |
88 |
18,793 |
3 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
| NiSource | short | 23/01/06 | 6/03/06 | 42 | 8.21 | 7.91 | 8.53 | 0.32 | 3.88 | 50 | 1.94 | |
| | short | 2/07/07 | 29/10/07 | 119 | 8.30 | 7.78 | 8.85 | 0.55 | 6.67 | | 3.33 | |
| | short | 4/02/08 | 9/06/08 | 126 | 7.74 | 6.85 | 8.75 | 1.01 | 13.02 | | 6.51 | |
| | long | 19/07/10 | 8/06/15 | 1785 | 6.26 | 17.68 | | 11.42 | 182.39 | 100 | 182.39 | |
| | long | 5/10/15 | 30/01/17 | 483 | 19.05 | 21.84 | | 2.79 | 14.65 | | 14.65 | 263.24 |
| FirstEnergy | long | 17/04/06 | 3/09/07 | 504 | 48.45 | 62.19 | | 13.74 | 28.36 | | 28.36 | |
| | long | 18/08/08 | 25/08/08 | 7 | 71.59 | 73.39 | | 1.80 | 2.51 | | 2.51 | |
| | short | 3/05/10 | 5/07/10 | 63 | 37.85 | 34.98 | 40.96 | 3.11 | 8.20 | 50 | 4.10 | |
| | short | 19/08/13 | 21/10/13 | 63 | 36.39 | 38.00 | 34.78 | -1.61 | -4.42 | | -2.21 | |
| | short | 9/12/13 | 13/01/14 | 35 | 32.48 | 31.96 | 33.01 | 0.53 | 1.63 | | 0.81 | |
| | short | 29/09/14 | 6/10/14 | 7 | 33.97 | 33.74 | 34.20 | 0.23 | 0.68 | | 0.34 | |
| | short | 10/10/16 | 17/10/16 | 7 | 31.73 | 32.23 | 31.23 | -0.50 | -1.58 | | -0.79 | |
| | short | 21/09/20 | 28/09/20 | 7 | 28.63 | 28.45 | 28.81 | 0.18 | 0.63 | | 0.32 | 34.86 |
| Exelon | long | 10/09/07 | 15/10/07 | 35 | 73.39 | 78.31 | | 4.92 | 6.70 | 100 | 6.70 | |
| | long | 22/10/07 | 2/06/08 | 224 | 75.78 | 87.28 | | 11.50 | 15.18 | | 15.18 | |
| | short | 5/11/12 | 11/02/13 | 98 | 32.01 | 31.42 | 32.61 | 0.60 | 1.88 | 50 | 0.94 | |
| | short | 19/08/13 | 21/10/13 | 63 | 29.86 | 28.58 | 31.20 | 1.34 | 4.48 | | 2.24 | |
| | short | 9/12/13 | 13/01/14 | 35 | 28.47 | 26.98 | 30.04 | 1.57 | 5.52 | | 2.76 | |
| | short | 27/04/15 | 3/08/15 | 98 | 33.37 | 32.45 | 34.32 | 0.95 | 2.84 | | 1.42 | |
| | short | 11/01/16 | 25/01/16 | 14 | 28.06 | 27.16 | 28.99 | 0.93 | 3.31 | | 1.66 | |
| | short | 3/10/22 | 14/11/22 | 42 | 38.48 | 38.06 | 38.90 | 0.42 | 1.10 | | 0.55 | |
| | short | 5/02/24 | 26/02/24 | 21 | 33.62 | 35.63 | 31.61 | -2.01 | -5.98 | | -2.99 | 31.07 |
| PSEG | short | 10/10/16 | 17/10/16 | 7 | 40.86 | 41.57 | 40.15 | -0.71 | -1.74 | | -0.87 | |
| | short | 14/11/16 | 27/02/17 | 105 | 42.08 | 45.61 | 38.55 | -3.53 | -8.39 | | -4.19 | |
| | short | 26/12/22 | 20/02/23 | 56 | 61.08 | 62.23 | 59.93 | -1.15 | -1.88 | | -0.94 | |
| | long | 4/03/24 | 12/08/24 | 161 | 63.36 | 80.51 | | 17.15 | 27.07 | 100 | 27.07 | 19.54 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
| Edison International | short | 1/09/08 | 13/07/09 | 315 | 45.41 | 30.62 | 67.34 | 21.93 | 48.30 | 50 | 24.15 | |
| | short | 15/01/18 | 25/06/18 | 161 | 61.42 | 62.31 | 60.53 | -0.89 | -1.45 | | -0.72 | |
| | short | 21/09/20 | 28/09/20 | 7 | 49.70 | 51.89 | 47.51 | -2.19 | -4.41 | | -2.20 | |
| | long | 24/04/23 | 10/07/23 | 77 | 73.67 | 68.31 | | -5.36 | -7.28 | 100 | -7.28 | 11.77 |
| Dominion Resources | short | 26/12/22 | 20/02/23 | 56 | 60.79 | 58.70 | 62.95 | 2.16 | 3.56 | 50 | 1.78 | |
| | short | 22/05/23 | 24/07/23 | 63 | 52.16 | 53.89 | 50.43 | -1.73 | -3.32 | | -1.66 | |
| | short | 14/08/23 | 1/01/24 | 140 | 48.99 | 47.00 | 51.06 | 2.07 | 4.23 | | 2.12 | 2.21 |
| Duke Energy | short | 23/01/06 | 6/03/06 | 42 | 51.42 | 50.23 | 52.64 | 1.22 | 2.38 | | 1.19 | 1.19 |
| NextEra Energy | long | 4/05/09 | 22/06/09 | 49 | 14.40 | 14.30 | | -0.10 | -0.71 | 100 | -0.71 | |
| | short | 5/02/24 | 26/02/24 | 21 | 55.97 | 55.15 | 56.80 | 0.83 | 1.49 | 50 | 0.74 | 0.03 |
| Consolidated Edison | short | 2/07/07 | 29/10/07 | 119 | 45.61 | 46.51 | 44.71 | -0.90 | -1.97 | | -0.99 | |
| | short | 23/06/08 | 4/08/08 | 42 | 39.82 | 39.31 | 40.34 | 0.52 | 1.30 | | 0.65 | -0.34 |
| Atmos Energy | long | 17/07/23 | 7/08/23 | 21 | 119.69 | 117.99 | | -1.70 | -1.42 | 100 | -1.42 | -1.42 |
| AEP | short | 14/11/16 | 27/02/17 | 105 | 64.84 | 66.70 | 62.98 | -1.86 | -2.87 | 50 | -1.43 | |
| | short | 27/09/21 | 25/10/21 | 28 | 81.36 | 84.67 | 78.05 | -3.31 | -4.07 | | -2.03 | -3.44 |
| Southern | long | 8/09/08 | 6/10/08 | 28 | 38.00 | 36.12 | | -1.88 | -4.95 | 100 | -4.95 | |
| | short | 29/09/14 | 6/10/14 | 7 | 43.63 | 44.07 | 43.19 | -0.44 | -1.01 | 50 | -0.50 | |
| | long | 18/12/23 | 22/01/24 | 35 | 71.36 | 68.82 | | -2.54 | -3.56 | 100 | -3.56 | -8.79 |
| AES | short | 23/06/08 | 4/08/08 | 42 | 19.56 | 14.96 | 25.57 | 6.01 | 30.75 | 50 | 15.37 | |
| | short | 1/09/08 | 13/07/09 | 315 | 14.77 | 11.46 | 19.04 | 4.27 | 28.88 | | 14.44 | |
| | short | 3/05/10 | 5/07/10 | 63 | 12.06 | 8.90 | 16.34 | 4.28 | 35.51 | | 17.75 | |
| | short | 5/11/12 | 11/02/13 | 98 | 10.37 | 11.20 | 9.54 | -0.83 | -8.00 | | -4.00 | |
| | short | 24/08/15 | 5/10/15 | 42 | 11.53 | 10.27 | 12.94 | 1.41 | 12.27 | | 6.13 | |
| | short | 11/01/16 | 25/01/16 | 14 | 9.03 | 8.74 | 9.33 | 0.30 | 3.32 | | 1.66 | |
| | long | 18/06/18 | 16/03/20 | 637 | 13.07 | 10.99 | | -2.08 | -15.91 | 100 | -15.91 | |
| | short | 16/03/20 | 10/08/20 | 147 | 10.99 | 17.59 | 4.39 | -6.60 | -60.05 | 50 | -30.03 | |
| | short | 20/06/22 | 4/07/22 | 14 | 19.25 | 21.48 | 17.02 | -2.23 | -11.58 | | -5.79 | |
| | short | 22/05/23 | 24/07/23 | 63 | 21.16 | 21.62 | 20.70 | -0.46 | -2.17 | | -1.09 | |
| | short | 14/08/23 | 1/01/24 | 140 | 19.02 | 19.25 | 18.79 | -0.23 | -1.21 | | -0.60 | -12.24 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | ps short | prc diff | d % | spl | di % | total |
| PG & E | short | 4/02/08 | 9/06/08 | 126 | 41.90 | 39.26 | 44.72 | 2.82 | 6.72 | | 3.36 | |
| | long | 29/06/09 | 5/07/10 | 371 | 38.32 | 41.39 | | 3.07 | 8.01 | 100 | 8.01 | |
| | short | 15/01/18 | 25/06/18 | 161 | 43.82 | 42.29 | 45.41 | 1.59 | 3.62 | 50 | 1.81 | |
| | long | 8/06/20 | 6/07/20 | 28 | 12.57 | 9.15 | | -3.42 | -27.21 | 100 | -27.21 | |
| | short | 27/09/21 | 25/10/21 | 28 | 9.97 | 11.66 | 8.28 | -1.69 | -16.95 | 50 | -8.48 | |
| | long | 28/11/22 | 27/02/23 | 91 | 15.27 | 15.75 | | 0.48 | 3.14 | 100 | 3.14 | -21.89 |
| American Water | long | 5/10/20 | 10/10/22 | 735 | 151.89 | 127.44 | | -24.45 | -16.10 | | -16.10 | |
| | short | 20/06/22 | 4/07/22 | 14 | 131.84 | 153.43 | 110.25 | -21.59 | -16.38 | 50 | -8.19 | |
| | short | 3/10/22 | 14/11/22 | 42 | 134.35 | 144.75 | 123.95 | -10.40 | -7.74 | | -3.87 | -25.95 |
| CenterPoint Energy | short | 27/04/15 | 3/08/15 | 98 | 20.81 | 19.22 | 22.53 | 1.72 | 8.27 | | 4.14 | |
| | short | 24/08/15 | 5/10/15 | 42 | 18.49 | 18.55 | 18.43 | -0.06 | -0.32 | | -0.16 | |
| | long | 27/02/17 | 11/06/18 | 469 | 26.79 | 25.22 | | -1.57 | -5.86 | 100 | -5.86 | |
| | short | 16/03/20 | 10/08/20 | 147 | 12.48 | 20.98 | 3.98 | -8.50 | -68.11 | 50 | -34.05 | -35.46 |
Annotations
| 22/08/23 | Sempra | | | stock split 1:2 (two for one) |
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