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American Electric Power Company Inc. (AEP $108.54)
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Edison International (EIX $50.96)
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NiSource Inc (NI $41.76)
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Capital Power Corporation (CPX $60.27)
Q: Portfolio Analytics has suggested I reduce of my exposure in the Utilities sector. My holdings consist of AEP, CPX, EIX and NI. Is there one you would sell or should I maintain a position in all.
Thank you
Thank you
5i Research Answer:
These are all performing well and up nicely on the year so far. We think if selling a trim across the board makes sense rather than ditching any particular one.