Analyzing NRG, SCG, FE, and AES’s Total Returns
Let’s look at the total returns for our list of utilities. Total returns consider the stock appreciation and dividend payments in a particular period. In the past year, NRG Energy (NRG) thrashed peer utilities in terms of returns with its epic ascent despite its small yield.
Considering a long-term horizon, these four utilities underperformed broader utilities in the last three years. The Utilities Select Sector SPDR ETF (XLU) returned 12% compounded annually—including dividends.
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SCANA (SCG) stands tall in terms of total returns in the last three years. During this period, including dividends, it returned 8% compounded annually.
Interestingly, NRG Energy is the biggest loser on our list in terms of total returns in the last three-year period. It lost 6% during this period, while AES (AES) lost 4%.
To learn more, read Comparing Southern Company’s Total Returns with Its Peers.