6 Utilities Gurus Are Buying

Exelon on the list

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According to the GuruFocus All-In-One Screener as of March 16, the following utility stocks are popular among gurus.

American Water Works

Water and wastewater utility American Water Works Co. Inc. (AWK) has a market cap of $23 billion. Its revenue of $3.6 billion has grown 3.9% over the past 10 years.

As of March 16, the stock is trading with a price-earnings ratio of 37.40. The share price of $128.29 is 9.46% below the 52-week high and 27.89% above the 52-week low. Over the past 10 years, the stock has climbed 500%.

The company’s largest guru shareholder is Pioneer Investments (Trades, Portfolio) with 0.54% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.09%.

CMS Energy

CMS Energy Corp. (CMS), an energy holding company, has a market cap of $17.7 billion. Its revenue of $6.8 billion has increased 0.8% over the past decade.

As of March 16, the stock is trading with a price-earnings ratio of 26.10. The share price of $62.39 is 9.8% below the 52-week high and 16.81% above the 52-week low. Over the past decade, the share price has gained 296%.

Simons is the company's largest guru shareholder with 0.47% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.28% and Robert Bruce (Trades, Portfolio) with 0.17%.

Duke Energy

Duke Energy Corp. (DUK) has a market cap of $62.8 billion. Its revenue of $25 billion has increased 7% over the past 10 years. The company delivers electricity and gas.

As of March 16, it is trading with a price-earnings ratio of 16.95. The share price of $85.77 is 17.36% below the 52-week high and 12.86% above the 52-week low. Over the past 10 years, the stock has lost 60%.

The company’s largest guru shareholder is Simons’ firm with 0.86% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.09% and Steven Cohen (Trades, Portfolio)’s Point72 Asset Management with 0.05%.

Exelon

Exelon Corp. (EXC), which has about 10 million power and gas customers, has a market cap of $35 billion. Its revenue of $34 billion has increased 8% over the past decade.

On March 16, the stock traded with a price-earnings ratio of 12.08. The share price of $36.36 is 28.96% below the 52-week high and 6.63% above the 52-week low. Over the past decade, the stock has lost 19.8%.

With 1.19% of outstanding shares, Barrow, Hanley, Mewhinney & Strauss is the company's largest guru shareholder, followed by Sarah Ketterer (Trades, Portfolio)’s Causeway Capital Management with 0.22% and Pioneer Investments (Trades, Portfolio) with 0.18%.

NextEra Energy

NextEra Energy Inc. (NEE), which serves customers in Florida, has a $108 billion market cap.

The share price of $221 is 21.81% below the 52-week high and 19.08% above the 52-week low. The stock is trading with a price-earnings ratio of 28.51. Over the past 10 years, the stock has gained 318%.

The company’s largest guru shareholder is T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.18% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.13% and Bruce with 0.04%.

ONE Gas

Natural gas utility OneGas Inc. (OGS) has a market cap of $4.4 billion. Its revenue of $1.6 billion has declined 5.4% over the past decade.

As of March 16, the stock is trading with a price-earnings ratio of 22.5. The share price of $78.98 is 18.55% below the 52-week high and 19.94% above the 52-week low. Over the past decade, the stock has gained 108%.

With 0.12% of outstanding shares, Mario Gabelli (Trades, Portfolio)’s GAMCO Investors is the company's largest guru shareholder, followed by Joel Greenblatt (Trades, Portfolio)’s Gotham Asset Management with 0.01% and Cohen’s firm with 0.01%.

Disclosure: I do not own any stocks mentioned.

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