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Most Guru-Held Utilities Companies

March 24, 2014 | About:
Monica Wolfe

Monica Wolfe

129 followers

Using the GuruFocus Aggregated Portfolio Screener you can filter results to see what companies maintain the highest amount of guru ownership. By using this screener, we filtered down to see energy companies which are held by the most gurus. The following five utilities companies are held by the largest number of gurus during the past quarter.

NRG Energy (NRG)

As of the close of the fourth quarter there were 15 guru owners of NRG Energy. During the past quarter there were eight gurus buying shares of NRG and there were seven gurus making sells of their stake in the company. These gurus maintain a combined weighting of 27.09%.

The top three guru shareholders of NRG Energy:

1. Hotchkis & Wiley: 15,365,559 shares, representing 4.76% of the company’s shares outstanding and 1.9% of the fund’s total portfolio.

2. Richard Perry: 11,074,657 shares, representing 3.43% of the company’s shares outstanding and 9.3% of his total portfolio.

3. NWQ Managers: 4,013,192 shares, representing 1.24% of the company’s shares outstanding and 1% of the fund’s total assets managed.

The company is a wholesale power generation and retail electricity company which produces and delivers energy and energy services in major competitive power markets in the U.S.

NRG Energy’s historical revenue and net income:

1395695244941.png

The company recently announced that it had launched new retail business called NRG Residential Solutions. It is a new retail energy business that allows customers to customize their electricity plan based on their own personal needs.

The Peter Lynch Chart suggests that the company is at a loss:

1395695290857.png

NRG Energy has a market cap of $9.87 billion. Its shares are currently trading at around $30.36 with a P/S ratio of 0.80 and a P/B ratio of 1.00.

Exelon Corp (EXC)

As of the close of the fourth quarter there were 15 guru owners of Exelon Corp. During the past quarter there were nine gurus buying shares of EXC and there were eight gurus making sells of their stake in the company. These gurus maintain a combined weighting of 5.95%.

The top three guru shareholders of Exelon:

1. Hotchkis & Wiley: 14,880,524 shares, representing 1.74% of the company’s shares outstanding and 1.7% of their total portfolio.

2. Brian Rogers: 7,006,400 shares, representing 0.82% of the company’s shares outstanding and 0.69% of his total portfolio.

3. Charles Brandes (Trades, Portfolio): 3,961,316 shares, representing 0.46% of the company’s shares outstanding and 1.3% of the fund’s assets managed.

Exelon Corporation, a public utility holding company, operates through its principal subsidiaries: ComEd, PECO and Generation. The company is the nation’s leading competitive energy, with 2012 revenues of about $23.5 billion.

Exelon’s historical revenue and net income:

1395695732978.png

The analysis on Exelon reports that the company’s dividend yield is at a 1-year low, they have issued $1.2 billion of debt over the past three years, its price is nearing a 10-year low and its P/B and P/S ratios are also nearing 10-year lows.

The Peter Lynch Chart suggests that Exelon is currently overvalued:

1395695763161.png

Exelon has a market cap of $28.23billion. Its shares are currently trading at around $32.93 with a P/E ratio of 16.60, a P/S ratio of 1.10 and a P/B ratio of 1.20. The company’s dividend yield is at 5.50%. The company also had an average earnings growth of 0.70% over the past ten years.

Calpine (CPN)

As of the close of the fourth quarter there were 12 guru owners of Calpine Corp. During the past quarter there were six gurus buying shares of CPN and there were two gurus making sells of their stake in the company. These gurus maintain a combined weighting of 8.61%.

Top three guru shareholders of Calpine:

1. RS Investment Management: 24,248,424 shares, representing 5.52% of the company’s shares outstanding and 2.9% of the fund’s total portfolio.

2. Lee Ainslie (Trades, Portfolio): 9,418,271 shares, representing 2.15% of the company’s shares outstanding and 2.4% of his total portfolio

3. Larry Robbins: 4,426,959 shares, representing 1.01% of the company’s shares outstanding and 0.62% of his total portfolio.

Calpine is an independent wholesale power generation company which owns and operates natural gas-fired and geothermal power plants in North America. The Company sells wholesale power, renewable energy credits and ancillary services to its customers, including industrial companies, retail power providers, independent electric system operators, marketers and others.

Calpine’s historical revenue and net income:

1395696249069.png

The company recently announced that they have begun commercial operations in two new Calpine power plants in California.

The analysis on Calpine reports that the company’s revenue has been in decline for the past five years, its operating margin is expanding and its P/S ratio is nearing a 1-year low.

Calpine has a market cap of $8.62 billion. Its shares are currently trading at around $20.39 with a P/E ratio of 599.90, a P/S ratio of 1.40 and a P/B ratio of 2.40. Calpine had an annual average earnings growth of 3.00% over the past five years.

Entergy (ETR)

As of the close of the second quarter there were 11 guru owners of Entergy Corp. During the past quarter there were nine gurus buying shares of ENR and there was one guru making sells of his stake in the company. These gurus maintain a combined weighting of 5.12%.

The top three guru shareholders of Entergy:

1. James Barrow: 10,496,703 shares, representing 5.89% of the company’s shares outstanding and 0.96% of his total portfolio.

2. Brian Rogers: 3,954,700 shares, representing 2.22% of the company’s shares outstanding and 0.9% of his total portfolio.

3. Jean-Marie Eveillard (Trades, Portfolio): 3,810,409 shares, representing 2.14% of the company’s shares outstanding and 1.4% of his total portfolio.

Entergy Corporation is an integrated energy Company engaged primarily in electric power production and retail electric distribution operations. Entergy delivers electricity to 2.6 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. The Company operates primarily through two business segments: U.S. Utility and Non-Utility Nuclear. U.S.

Entergy’s historical revenue and net income:

1395696747804.png

The company was recently named to the Dow Jones World and North America Sustainability Indices.

The analysis on Entergy reports that the company has issued $1.8 billion of debt over the past three years, the dividend yield is near a 10-year high and the company’s operating income has been at a loss for the past three years.

The Peter Lynch Chart suggests that the company is currently overvalued:

1395696769812.png

Entergy has a market cap of $11.8 billion. Its shares are currently trading at around $66.07 with a P/E ratio of 16.60, a P/S ratio of 1.00 and a P/B ratio of 1.20. The dividend yield of Entergy stocks is 5.00%. The company had an annual average earnings growth of 5.50% over the past ten years.

FirstEnergy Corp (FE)

As of the close of the fourth quarter there were 11 guru owners of FirstEnergy. During the past quarter there were eight gurus buying shares of ENR and there were three gurus making sells of his stake in the company. These gurus maintain a combined weighting of 1.17%.

The top three guru shareholders of Entergy:

1. Jean Marie Eveillard: 4,326,187 shares, representing 1.03% of the company’s shares outstanding and 0.39% of his total portfolio.

2. Brian Rogers: 4,109,900 shares, representing 0.98% of the company’s shares outstanding and 0.49% of his total portfolio.

3. Mario Gabelli (Trades, Portfolio): 195,577 shares, representing 0.05% of the company’s shares outstanding and 0.04% of his total portfolio.

FirstEnergy's main business is the holding, directly or indirectly, of all of the outstanding common stock of its principal subsidiaries. The company includes one of the nation's investor-owned electric systems and a diverse generating fleet.

FirstEnergy’s historical revenue and net income:

1395697175424.png

The analysis on FirstEnergy reports that the company’s revenue has been in decline over the past five years and it has issued $1.2 of debt over the past three years. The analysis also reports that the company’s price, P/B ratio and P/S ratios are all trading at historical lows.

The Peter Lynch Chart suggests that the company is currently overvalued:

1395697201684.png

FirstEnergy has a market cap of $13.99 billion. Its shares are currently trading at around $33.40 with a P/E ratio of 35.60, a P/S ratio of 0.90 and a P/B ratio of 1.10. The dividend yield of FirstEnergy stocks is currently at 6.20%.

You can check out other top held sectors of the market by using the Aggregated Screener here.

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