Dow Jones Utility Average Explained

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

, 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
American Electric PowerAEPelectric utilities
American Water WorksAWKwater utilities
Atmos EnergyATOgas utilities
Consolidated EdisonEDelectric utilities
Dominion EnergyDelectric utilities
Duke EnergyDUKelectric utilities
Edison InternationalEIXelectric utilities
ExelonEXCdiversified utilities
FirstEnergyFEelectric utilities
NextEra EnergyNEEelectric utilities
Public Service Enterprise GroupPEGdiversified utilities
SempraSREmulti-utilities
Southern CompanySOelectric utilities
Vistra Corp.VSTindependent power producer
Xcel EnergyXELelectric 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]

Effective November 8, 2024, Vistra Corp. replaced AES Corporation.[5]

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.[6]

Year!scope="col"
Closing valueChange in pointsChange in percent
1928 85.64
192988.27 2.63 3.07
1930 60.80 −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
193529.55 11.75 66.01
193634.83 5.28 17.87
193720.35 −14.48 −41.57
193822.73 2.38 11.70
193925.32 2.59 11.39
194019.85 −5.47 −21.60
194114.02 −5.83 −29.37
194214.54 0.52 3.71
194321.87 7.33 5.04
194426.26 4.39 20.07
194538.13 11.87 45.20
194637.27 −0.86 −2.26
194733.40 −3.87 −10.38
194833.55 0.15 0.45
194941.31 7.76 23.13
195041.04 −0.27 −0.65
195147.22 6.18 15.06
195252.60 5.38 11.39
195352.04 −0.56 −1.06
195462.47 10.43 20.04
195564.16 1.69 2.71
195668.54 4.38 6.83
195768.58 0.04 0.06
195891.00 22.42 32.69
195987.83 −3.17 −3.48
1960100.02 12.19 13.88
1961129.16 29.14 29.13
1962129.23 0.07 0.05
1963138.99 9.76 7.55
1964155.17 16.18 11.64
1965152.63 −2.54 −1.64
1966136.18 −16.45 −10.78
1967127.91 −8.27 −6.07
1968137.17 9.26 7.24
1969110.08 −27.09 −19.75
1970121.84 11.76 10.68
1971117.75 −4.09 −3.36
1972119.50 1.75 1.49
197389.37 −30.13 −25.21
197468.76 −20.61 −23.06
197583.65 14.89 21.66
1976108.38 24.73 29.56
1977111.28 2.90 2.68
197898.24 −13.04 −11.72
1979106.60 8.36 8.51
1980114.42 7.82 7.34
1981109.02 −5.40 −4.72
1982119.46 10.44 9.58
1983131.84 12.38 10.36
1984149.52 17.68 13.41
1985174.81 25.29 16.91
1986206.01 31.20 17.85
1987175.08 −30.93 −15.01
1988186.28 11.20 6.40
1989235.04 48.76 26.18
1990209.70 −25.34 −10.78
1991226.15 16.45 7.84
1992221.02 −5.13 −2.27
1993229.30 8.28 3.75
1994181.52 −47.78 −20.84
1995225.40 43.88 24.17
1996232.53 7.13 3.16
1997273.07 40.54 17.43
1998312.30 39.23 14.37
1999283.36 −28.94 −9.27
2000412.16 128.80 45.45
2001293.94 −118.22 −28.68
2002215.18 −78.76 −26.79
2003266.90 51.72 24.04
2004334.95 68.05 25.50
2005405.11 70.16 20.95
2006456.77 51.66 12.75
2007532.53 75.76 16.59
2008370.76 −161.77 −30.38
2009398.01 27.25 7.35
2010404.99 6.98 1.75
2011464.68 59.69 14.74
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
2023881.67−85.73−8.86

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 .

See also

External links

Notes and References

  1. https://www.investopedia.com/terms/d/djua.asp Dow Jones Averages | Dow Jones Utility Average | Overview
  2. Web site: Avis Budget Group Set to Join the Dow Jones Transportation Average and American Water Works to Join the Dow Jones Utility Average . www.spice-indices.com . September 23, 2014 . August 14, 2017.
  3. Web site: Sempra Energy Set to Join Dow Jones Utility Average . S&P Dow Jones Indices . January 15, 2019 . May 6, 2019.
  4. Web site: Atmos Energy and Xcel Energy Set to Join the Dow Jones Utility Average . S&P Dow Jones Indices . October 20, 2020 . October 21, 2020.
  5. Web site: NVIDIA and Sherwin-Williams Set to Join Dow Jones Industrial Average; Vistra to Join Dow Jones Utility Average . S&P Dow Jones Indices . November 1, 2024 . November 8, 2024.
  6. Web site: Dow Jones Utility Average (^DJU) Historical Data - Yahoo Finance. finance.yahoo.com. en-US. 2020-02-05.