MU
| |
MFS Utilities SeriesMutual Fund | |
| MFS VARIABLE INSURANCE TRUST | |
| Last update 2026-05-26 | 34 Stocks (2 new) |
| Value $1.24 Bil | Turnover 3 % |
MFS Utilities Series Top Holdings of 2026-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEE | NextEra Energy Inc | 1,714,869 | 159,277.0 | 0% | 12.860 | 0% | 0.080 | -2.81% | +11.12% | 183,439.4 | Utilities - Regulated | |
CEG | Constellation Energy Corp | 281,587 | 78,633.2 | 0% | 6.350 | 0% | 0.080 | -10.56% | -25.16% | 94,139.2 |
Utilities - Independent Power Producers
Utilities - Independent Power Producers
| |
PCG | PG&E Corp | 4,244,449 | 74,575.0 | 0% | 6.020 | 0% | 0.190 | +0.11% | +8.21% | 38,186.6 | Utilities - Regulated | |
XEL | Xcel Energy Inc | 817,056 | 64,906.9 | 0% | 5.240 | 0% | 0.130 | +6.48% | +13.18% | 51,414.8 | Utilities - Regulated | |
SRE | Sempra | 661,447 | 64,272.8 | +0.68% | 5.190 | +0.03% | 0.100 | -1.52% | +7.31% | 61,069.3 | Utilities - Regulated | |
AEP | American Electric Power Co Inc | 428,968 | 56,229.1 | +13.49% | 4.540 | +0.54% | 0.080 | +7.80% | +21.41% | 75,032.1 | Utilities - Regulated | |
DTE | DTE Energy Co | 346,666 | 50,689.5 | +0.17% | 4.090 | +0.01% | 0.170 | +7.04% | +20.77% | 31,897.0 | Utilities - Regulated | |
AEE | Ameren Corp | 435,065 | 47,822.3 | +0.17% | 3.860 | +0.01% | 0.160 | +6.28% | +16.33% | 31,710.2 | Utilities - Regulated | |
SO | Southern Co | 491,644 | 47,453.5 | +0.17% | 3.830 | +0.01% | 0.040 | +2.53% | +13.08% | 109,382.0 | Utilities - Regulated | |
D | Dominion Energy Inc | 757,447 | 46,825.4 | +0.17% | 3.780 | +0.01% | 0.090 | +15.35% | +21.17% | 61,170.1 | Utilities - Regulated |
MFS Utilities Series's Historical Top Holdings Breakdowns
MFS Utilities Series's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
POR | Portland General Electric Co | 2026-03-31 | Sold Out Sold Out | -1.59% | 48.16 ($51.38) 54.17 | $52.48 | 2.14% | Sold Out | 0 | -381,169 | |
ES | Eversource Energy | 2026-03-31 | New Buy New Buy | +1.27% | 65.62 ($70.67) 76.21 | $72.98 | 3.27% | New holding | 227,873 | 227,873 | |
XTER:RWE | RWE AG | 2026-03-31 | Reduce Reduce | -0.82% | 45.26 (€52.77) 58.64 | €55.48 | 5.14% | Reduce -26.91% | 479,573 | -176,555 | |
LSE:SSE | SSE PLC | 2026-03-31 | Reduce Reduce | -0.63% | 21.79 (£25.03) 27.43 | £24.19 | -3.36% | Reduce -24.08% | 777,027 | -246,444 | |
AEP | American Electric Power Co Inc | 2026-03-31 | Add Add | +0.54% | 113.7 ($125.12) 134.15 | $137.90 | 10.21% | Add 13.49% | 428,968 | 50,980 | |
WEC | WEC Energy Group Inc | 2026-03-31 | Add Add | +0.49% | 104.65 ($112.35) 117.9 | $117.72 | 4.78% | Add 46.37% | 167,376 | 53,026 | |
DUK | Duke Energy Corp | 2026-03-31 | Sold Out Sold Out | -0.47% | 116.19 ($125.02) 133.46 | $128.15 | 2.50% | Sold Out | 0 | -46,538 | |
OCSE:ORSTED | Orsted AS | 2026-03-31 | New Buy New Buy | +0.39% | 0 (kr140.59) 157.1 | kr148.90 | 5.91% | New holding | 195,235 | 195,235 | |
OGE | OGE Energy Corp | 2026-03-31 | Add Add | +0.34% | 42.16 ($45.75) 49.25 | $49.16 | 7.44% | Add 27.12% | 407,096 | 86,843 | |
GNRC | Generac Holdings Inc | 2026-03-31 | Sold Out Sold Out | -0.27% | 141.1 ($192.02) 236.58 | $279.22 | 45.41% | Sold Out | 0 | -22,977 |
MFS Utilities Series Total Holding History ($B)
MFS Utilities Series's Asset Allocation
MFS Utilities Series Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
MFS Utilities Series's Hypothetical Growth since 2026-03-31
MFS Utilities Series's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
MFS Utilities Series's Holdings Heat Map
Size field:
MFS Utilities Series's Holdings Bubble Chart
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers