Holdings of Fidelity Telecom and Utilities Fund
Fidelity Select Portfolios · 41 declared positions · as of Apr 30, 2026
Original filing · Net assets 1.5B $ · Ten largest lines: 59.1 % of the equity sleeve
Sector breakdown
- Utilities 69.6 %
- Communication 19.1 %
- Industrials 5.0 %
- Financials 1.3 %
- Technology 0.7 %
- Materials 0.1 %
- Unattributed 4.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 99.2 %
- EUR 0.8 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.0 %
- DE 0.8 %
- CA 0.2 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 38 | 1.5B $ | 98.98 % |
| DE | 1 | 11.5M $ | 0.77 % |
| CA | 2 | 3.7M $ | 0.25 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| NextEra Energy Inc | 1,711,793 | 167.6M $ | 11.08 % |
| Verizon Communications Inc | 2,605,400 | 125.1M $ | 8.27 % |
| Constellation Energy Corp. | 288,056 | 90.2M $ | 5.96 % |
| AT&T Inc | 3,396,300 | 88.7M $ | 5.87 % |
| NRG Energy Inc | 528,800 | 82.3M $ | 5.44 % |
| American Electric Power Co Inc | 536,200 | 73.5M $ | 4.86 % |
| Entergy Corp | 589,270 | 69.5M $ | 4.59 % |
| Sempra | 682,131 | 64.9M $ | 4.29 % |
| T-Mobile US Inc | 310,669 | 60.7M $ | 4.02 % |
| Xcel Energy Inc | 712,759 | 59.1M $ | 3.91 % |
| Vistra Corp | 367,721 | 58M $ | 3.84 % |
| CenterPoint Energy Inc | 1,185,283 | 51.7M $ | 3.42 % |
| Ameren Corp | 448,747 | 51M $ | 3.37 % |
| NiSource Inc | 888,520 | 42.9M $ | 2.84 % |
| PPL Corp | 1,109,107 | 41.5M $ | 2.75 % |
| PG&E Corp | 2,476,374 | 41.2M $ | 2.72 % |
| Exelon Corp | 870,500 | 40M $ | 2.65 % |
| Evergy Inc | 456,300 | 37.8M $ | 2.50 % |
| Alliant Energy Corp | 407,200 | 29.9M $ | 1.98 % |
| Duke Energy Corp | 219,300 | 28.4M $ | 1.88 % |
| EchoStar Corp | 159,700 | 19.7M $ | 1.30 % |
| MasTec Inc | 42,500 | 16.7M $ | 1.11 % |
| TALEN ENERGY CORP | 40,200 | 15M $ | 0.99 % |
| Nextpower Inc | 125,435 | 14.9M $ | 0.99 % |
| Quanta Services Inc | 20,200 | 14.7M $ | 0.97 % |
| Siemens Energy AG | 54,300 | 11.5M $ | 0.76 % |
| Monolithic Power Systems Inc | 6,900 | 11.1M $ | 0.74 % |
| Globalstar Inc | 134,800 | 11.1M $ | 0.73 % |
| GE Vernova Inc | 9,600 | 10.4M $ | 0.69 % |
| Waste Connections Inc | 61,900 | 10.2M $ | 0.67 % |
| Netflix Inc | 108,500 | 10.2M $ | 0.67 % |
| IDACORP Inc | 58,400 | 8.6M $ | 0.57 % |
| Dominion Energy Inc | 128,200 | 8.3M $ | 0.55 % |
| Caterpillar Inc | 6,100 | 5.4M $ | 0.36 % |
| Bloom Energy Corp | 18,900 | 5.4M $ | 0.35 % |
| Centuri Holdings Inc | 138,200 | 5.2M $ | 0.34 % |
| Lumen Technologies Inc | 403,200 | 3.6M $ | 0.24 % |
| GFL Environmental Inc | 49,600 | 2M $ | 0.13 % |
| Cameco Corp | 14,000 | 1.7M $ | 0.11 % |
| Oklo Inc | 13,800 | 1M $ | 0.07 % |
| NuScale Power Corp | 35,100 | 437.3K $ | 0.03 % |