Dow Jones Utility Average
The Dow Jones Utility Average (DJUA, also known as the "Dow Jones Utilities") is a stock index from S&P Dow Jones Indices that tracks the performance of 15 prominent utility companies traded in the United States.[1]
Components
As of October 27, 2020, the current components on the Dow Jones Utilities are as follows (company name followed by ticker symbol):
Company | Ticker | Type |
---|---|---|
The AES Corporation | AES | electric utilities |
American Electric Power Co., Inc. | AEP | electric utilities |
American Water Works Company, Inc. | AWK | water utilities |
Atmos Energy Corporation | ATO | gas utilities |
Consolidated Edison, Inc. | ED | electric utilities |
Dominion Energy | D | electric utilities |
Duke Energy Corp. | DUK | electric utilities |
Edison International | EIX | electric utilities |
Exelon Corp. | EXC | diversified utilities |
FirstEnergy Corp. | FE | electric utilities |
NextEra Energy Inc. | NEE | electric utilities |
Public Service Enterprise Group, Inc. | PEG | diversified utilities |
Sempra Energy | SRE | multi-utilities |
The Southern Company | SO | electric utilities |
Xcel Energy Inc. | XEL | electric utilities |
Effective October 1, 2014, American Water Works replaced Williams Companies.[2]
Effective January 18, 2019, Sempra Energy replaced PG&E Corporation.[3]
Effective October 27, 2020, Atmos Energy and Xcel Energy replaced CenterPoint Energy and NiSource, respectively.[4]
The Dow Jones Utilities is a price-weighted average.
History
The index was created in 1929 when all utility stocks were removed from the Dow Jones Industrial Average.
On April 20, 1965, the index closed at 163.32. On September 13, 1974, the index closed at 57.93.
Annual returns
The following table shows the annual development of the Dow Jones Utility Average, which was calculated back to 1928.[5]
Year | Closing value | Change in points | Change in percent |
---|---|---|---|
1928 | 85.64 | ||
1929 | 88.27 | 2.63 | 3.07 |
1930 | 60.80 | −27.47 | −31.12 |
1931 | 31.41 | −29.39 | −48.34 |
1932 | 27.71 | −3.70 | −11.78 |
1933 | 23.09 | −4.62 | −16.67 |
1934 | 17.80 | −5.29 | −22.91 |
1935 | 29.55 | 11.75 | 66.01 |
1936 | 34.83 | 5.28 | 17.87 |
1937 | 20.35 | −14.48 | −41.57 |
1938 | 22.73 | 2.38 | 11.70 |
1939 | 25.32 | 2.59 | 11.39 |
1940 | 19.85 | −5.47 | −21.60 |
1941 | 14.02 | −5.83 | −29.37 |
1942 | 14.54 | 0.52 | 3.71 |
1943 | 21.87 | 7.33 | 5.04 |
1944 | 26.26 | 4.39 | 20.07 |
1945 | 38.13 | 11.87 | 45.20 |
1946 | 37.27 | −0.86 | −2.26 |
1947 | 33.40 | −3.87 | −10.38 |
1948 | 33.55 | 0.15 | 0.45 |
1949 | 41.31 | 7.76 | 23.13 |
1950 | 41.04 | −0.27 | −0.65 |
1951 | 47.22 | 6.18 | 15.06 |
1952 | 52.60 | 5.38 | 11.39 |
1953 | 52.04 | −0.56 | −1.06 |
1954 | 62.47 | 10.43 | 20.04 |
1955 | 64.16 | 1.69 | 2.71 |
1956 | 68.54 | 4.38 | 6.83 |
1957 | 68.58 | 0.04 | 0.06 |
1958 | 91.00 | 22.42 | 32.69 |
1959 | 87.83 | −3.17 | −3.48 |
1960 | 100.02 | 12.19 | 13.88 |
1961 | 129.16 | 29.14 | 29.13 |
1962 | 129.23 | 0.07 | 0.05 |
1963 | 138.99 | 9.76 | 7.55 |
1964 | 155.17 | 16.18 | 11.64 |
1965 | 152.63 | −2.54 | −1.64 |
1966 | 136.18 | −16.45 | −10.78 |
1967 | 127.91 | −8.27 | −6.07 |
1968 | 137.17 | 9.26 | 7.24 |
1969 | 110.08 | −27.09 | −19.75 |
1970 | 121.84 | 11.76 | 10.68 |
1971 | 117.75 | −4.09 | −3.36 |
1972 | 119.50 | 1.75 | 1.49 |
1973 | 89.37 | −30.13 | −25.21 |
1974 | 68.76 | −20.61 | −23.06 |
1975 | 83.65 | 14.89 | 21.66 |
1976 | 108.38 | 24.73 | 29.56 |
1977 | 111.28 | 2.90 | 2.68 |
1978 | 98.24 | −13.04 | −11.72 |
1979 | 106.60 | 8.36 | 8.51 |
1980 | 114.42 | 7.82 | 7.34 |
1981 | 109.02 | −5.40 | −4.72 |
1982 | 119.46 | 10.44 | 9.58 |
1983 | 131.84 | 12.38 | 10.36 |
1984 | 149.52 | 17.68 | 13.41 |
1985 | 174.81 | 25.29 | 16.91 |
1986 | 206.01 | 31.20 | 17.85 |
1987 | 175.08 | −30.93 | −15.01 |
1988 | 186.28 | 11.20 | 6.40 |
1989 | 235.04 | 48.76 | 26.18 |
1990 | 209.70 | −25.34 | −10.78 |
1991 | 226.15 | 16.45 | 7.84 |
1992 | 221.02 | −5.13 | −2.27 |
1993 | 229.30 | 8.28 | 3.75 |
1994 | 181.52 | −47.78 | −20.84 |
1995 | 225.40 | 43.88 | 24.17 |
1996 | 232.53 | 7.13 | 3.16 |
1997 | 273.07 | 40.54 | 17.43 |
1998 | 312.30 | 39.23 | 14.37 |
1999 | 283.36 | −28.94 | −9.27 |
2000 | 412.16 | 128.80 | 45.45 |
2001 | 293.94 | −118.22 | −28.68 |
2002 | 215.18 | −78.76 | −26.79 |
2003 | 266.90 | 51.72 | 24.04 |
2004 | 334.95 | 68.05 | 25.50 |
2005 | 405.11 | 70.16 | 20.95 |
2006 | 456.77 | 51.66 | 12.75 |
2007 | 532.53 | 75.76 | 16.59 |
2008 | 370.76 | −161.77 | −30.38 |
2009 | 398.01 | 27.25 | 7.35 |
2010 | 404.99 | 6.98 | 1.75 |
2011 | 464.68 | 59.69 | 14.74 |
2012 | 453.09 | −11.59 | −2.49 |
2013 | 490.57 | 37.48 | 8.27 |
2014 | 618.08 | 127.51 | 25.99 |
2015 | 577.82 | −40.26 | −6.51 |
2016 | 659.61 | 81.79 | 14.15 |
2017 | 723.37 | 63.76 | 9.67 |
2018 | 712.93 | −10.44 | −1.44 |
2019 | 879.17 | 166.24 | 23.32 |
2020 | 864.64 | −14.53 | −1.65 |
Record values
Category | All-time highs | |
---|---|---|
Closing | 960.89 | Tuesday, February 18, 2020 |
Intraday | 963.80 | Tuesday, February 18, 2020 |
Investing
There is no fund that tracks this index. There are funds that have very similar behavior, such as Utilities Select Sector SPDR (NYSE Arca: XLU).
See also
References
- Dow Jones Averages | Dow Jones Utility Average | Overview
- "Avis Budget Group Set to Join the Dow Jones Transportation Average and American Water Works to Join the Dow Jones Utility Average" (PDF). www.spice-indices.com. September 23, 2014. Retrieved August 14, 2017.
- "Sempra Energy Set to Join Dow Jones Utility Average" (PDF). S&P Dow Jones Indices. January 15, 2019. Retrieved May 6, 2019.
- "Atmos Energy and Xcel Energy Set to Join the Dow Jones Utility Average" (PDF). S&P Dow Jones Indices. October 20, 2020. Retrieved October 21, 2020.
- "Dow Jones Utility Average (^DJU) Historical Data - Yahoo Finance". finance.yahoo.com. Retrieved 2020-02-05.
External links
- Business data for Dow Jones Utility Average: