Inventing Utilities Quality Index
The Agentic Series
The Inventing Utilities Quality Index holds a concentrated set of regulated U.S. utilities that earn strong, stable returns on a growing rate base. An AI agent panel reads each company’s SEC filings and its FERC record — rate orders, allowed returns, the risks the company itself discloses — and scores what those documents say. The scores feed a published formula that does the selecting and the weighting. The index is reviewed twice a year, and no constituent is ever removed between reviews without a person signing off.
Built by AI agents that read company filings. The rules that select and weight are
fixed and published. Every agent read is grounded in SEC and FERC documents only,
and is combined with quantitative factors under a single, rules-based framework.
Index Characteristics
Portfolio Statistics
Tracking Error vs. the Utilities Sector
Sub-sector Weights
The Index applies no sub-sector cap. The mix is disclosed instead.
Constituents by Weight
| Ticker | Company | Quality Score | Weight |
|---|