Dow Jones Utility Average

Last updated

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]

Contents

Components

Dow Jones Utility Average 1928-2012 Dow Jones Utility Average.png
Dow Jones Utility Average 1928–2012

As of October 27,2020, the current components on the Dow Jones Utilities are as follows (company name followed by ticker symbol):

DJUA component companies, showing ticker symbols and utility types
CompanyTickerType
AES AES electric utilities
American Electric Power AEPelectric utilities
American Water AWK water utilities
Atmos Energy ATOgas utilities
Con Edison EDelectric utilities
Dominion Energy Delectric utilities
Duke Energy DUKelectric utilities
Edison International EIXelectric utilities
Exelon EXCdiversified utilities
FirstEnergy FEelectric utilities
NextEra Energy NEEelectric utilities
Public Service Enterprise PEGdiversified utilities
Sempra SREmulti-utilities
Southern Company SOelectric utilities
Xcel Energy XELelectric 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 price return of the Dow Jones Utility Average, which was calculated back to 1928. [5]

End-of-year closing values for DJUA, sortable
YearClosing valueChange in pointsChange in percent
1928 85.64
192988.272.633.07
193060.80−27.47−31.12
193131.41−29.39−48.34
193227.71−3.70−11.78
193323.09−4.62−16.67
193417.80−5.29−22.91
193529.5511.7566.01
193634.835.2817.87
193720.35−14.48−41.57
193822.732.3811.70
193925.322.5911.39
194019.85−5.47−21.60
194114.02−5.83−29.37
194214.540.523.71
194321.877.335.04
194426.264.3920.07
194538.1311.8745.20
194637.27−0.86−2.26
194733.40−3.87−10.38
194833.550.150.45
194941.317.7623.13
195041.04−0.27−0.65
195147.226.1815.06
195252.605.3811.39
195352.04−0.56−1.06
195462.4710.4320.04
195564.161.692.71
195668.544.386.83
195768.580.040.06
195891.0022.4232.69
195987.83−3.17−3.48
1960100.0212.1913.88
1961129.1629.1429.13
1962129.230.070.05
1963138.999.767.55
1964155.1716.1811.64
1965152.63−2.54−1.64
1966136.18−16.45−10.78
1967127.91−8.27−6.07
1968137.179.267.24
1969110.08−27.09−19.75
1970121.8411.7610.68
1971117.75−4.09−3.36
1972119.501.751.49
197389.37−30.13−25.21
197468.76−20.61−23.06
197583.6514.8921.66
1976108.3824.7329.56
1977111.282.902.68
197898.24−13.04−11.72
1979106.608.368.51
1980114.427.827.34
1981109.02−5.40−4.72
1982119.4610.449.58
1983131.8412.3810.36
1984149.5217.6813.41
1985174.8125.2916.91
1986206.0131.2017.85
1987175.08−30.93−15.01
1988186.2811.206.40
1989235.0448.7626.18
1990209.70−25.34−10.78
1991226.1516.457.84
1992221.02−5.13−2.27
1993229.308.283.75
1994181.52−47.78−20.84
1995225.4043.8824.17
1996232.537.133.16
1997273.0740.5417.43
1998312.3039.2314.37
1999283.36−28.94−9.27
2000412.16128.8045.45
2001293.94−118.22−28.68
2002215.18−78.76−26.79
2003266.9051.7224.04
2004334.9568.0525.50
2005405.1170.1620.95
2006456.7751.6612.75
2007532.5375.7616.59
2008370.76−161.77−30.38
2009398.0127.257.35
2010404.996.981.75
2011464.6859.6914.74
2012453.09−11.59−2.49
2013490.5737.488.27
2014618.08127.5125.99
2015577.82−40.26−6.51
2016659.6181.7914.15
2017723.3763.769.67
2018712.93−10.44−1.44
2019879.17166.2423.32
2020864.64−14.53−1.65
2021980.78116.1413.43
2022967.40−13.38−1.36

Record values

CategoryAll-time highs
Closing1,071.75Wednesday, April 20, 2022
Intraday1,077.08Wednesday, April 20, 2022

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

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References

  1. Dow Jones Averages | Dow Jones Utility Average | Overview
  2. "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.
  3. "Sempra Energy Set to Join Dow Jones Utility Average" (PDF). S&P Dow Jones Indices. January 15, 2019. Retrieved May 6, 2019.
  4. "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.
  5. "Dow Jones Utility Average (^DJU) Historical Data - Yahoo Finance". finance.yahoo.com. Retrieved 2020-02-05.