- Fortis Inc. (FTS)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Brookfield Renewable Partners L.P. (BEP)
Q: My question relates to sector allocation. Specifically, I am significantly overweight in Utilities (23%), but underweight in Energy (3%). That said, most of my utilities are related to renewable energy (AQN, BEP/BEPC and NPI, as well as FTS which is starting to tilt toward renewables). Does it make sense to 'assign' a portion of these stocks to the Energy sector? And if so, what percentage of each would you suggest could be reassigned? Thank you.