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Preset: Balanced · active limit ±2pp
| Metric | Portfolio | S&P 500 | Exclusion |
|---|---|---|---|
| Cleanup burden (years of earnings) | 0.02 yrs | 0.02 yrs | 0.01 yrs |
| Fossil revenue share | 7% | 7% | 4% |
| Green revenue share | 4% | 4% | 4% |
| Carbon cost per USD 1M invested | $2.3k | $2.6k | $213 |
| Active share | 0% | 0% | 17% |
Solid border = overweight, dashed = underweight
| Ticker | Active | Dollars |
|---|---|---|
Eversource Energy | +0.15pp | $1.5M |
NextEra Energy | +0.12pp | $1.2M |
AES Corporation | +0.06pp | $557.7k |
Public Service Enterprise Group | +0.04pp | $356.3k |
Exelon | +0.03pp | $312.4k |
FirstEnergy | +0.03pp | $253.8k |
NiSource | +0.02pp | $246.2k |
| Ticker | Active | Dollars |
|---|---|---|
Southern Company | -0.15pp | -$1.5M |
Sempra | -0.08pp | -$827.6k |
Xcel Energy | -0.07pp | -$716.2k |
Vistra Corp. | -0.07pp | -$706.5k |
Entergy | -0.03pp | -$308.8k |
Atmos Energy | -0.02pp | -$194.4k |
PPL Corporation | -0.02pp | -$157.4k |