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Fidelity Telecom and Utilities Fund

Filed by Fidelity Select Portfolios. What this fund reported holding in its latest quarterly NPORT-P. Positions are ordered by share of the fund rather than by size, because that is what separates a conviction from a rounding error.

Positions
36
matched to a ticker
Fund size
$1.4B
the filing's own figure
Matched value
$1.3B
of the positions below
As of
2026-07-31
S000039312

What it holds

Largest share of the fund first.

Company% of fundValue
NEENextera Energy Inc10.62%$140.4M
VZVerizon Communications Inc9.08%$120M
AEPAmerican Electric Power Company Inc5.88%$77.7M
TAT&T Inc5.69%$75.2M
NRGNRG Energy Inc4.88%$64.5M
CEGConstellation Energy Corp4.62%$61.1M
SRESempra4.59%$60.7M
XELXcel Energy Inc4.29%$56.7M
ETREntergy Corp4.09%$54.1M
VSTVistra Corp3.86%$51M
AEEAmeren Corp3.72%$49.2M
CNPCenterPoint Energy Inc3.27%$43.3M
PCGPG&E Corp3.08%$40.8M
LNTAlliant Energy Corp3.04%$40.2M
PPLPPL Corp2.99%$39.6M
NINiSource Inc2.87%$37.9M
TMUST-Mobile US Inc2.71%$35.9M
EVRGEvergy Inc2.71%$35.8M
SPCXSpace Exploration Technologies Corp2.06%$27.2M
WCNWaste Connections, Inc1.67%$22.1M
DDominion Energy Inc1.67%$22.1M
RSGRepublic Services Inc1.54%$20.3M
DUKDuke Energy Corp1.01%$13.4M
IDAIdacorp Inc0.95%$12.6M
SOSouthern Co0.91%$12M
PNWPinnacle West Capital Corp0.85%$11.2M
GOOGLAlphabet Inc0.61%$8.1M
PWRQuanta Services Inc0.57%$7.5M
GEVGE Vernova Inc0.55%$7.3M
MTZMasTec Inc0.46%$6M
LUMNLumen Technologies Inc0.19%$2.6M
OGEOGE Energy Corp0.16%$2.1M
BEBloom Energy Corp0.14%$1.9M
FIXComfort Systems USA Inc0.14%$1.9M
CCJCameco Corp0.13%$1.7M
SMRNuscale Power Corp0.02%$295.5K

Source: NPORT-P filings, via EDGAR. Positions arrive by CUSIP, and only a CUSIP verified against a ticker is kept — so this is what we could match, not everything the fund holds, and the matched value is therefore below the fund's own size. A balance is shares where the filing says `NS` and a principal amount where it says `PA`, which is why it is not labelled shares in both cases.

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