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| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.8% | +1.8% | +4.5% | −0.4% | +13.5% | +14.3% | +50.6% | +20.4% | +186.5% |
| Peer average | −0.5% | +2.8% | −0.9% | −2.9% | +11.3% | +11.7% | +67.0% | +55.4% | — |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$5 of every $1,000 in CFO is Berkshire
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | BRK-BBerkshire Hathaway B | Financial Services | 0.49% | $48.84 | 3,501 | $2.1M |
| 2 | WECWEC Energy Group | Utilities | 0.43% | $42.76 | 15K | $1.8M |
| 3 | ATOAtmos Energy | Utilities | 0.42% | $42.33 | 10K | $1.8M |
| 4 | EVRGEvergy | Utilities | 0.41% | $40.98 | 20K | $1.7M |
| 5 | DUKDuke Energy | Utilities | 0.41% | $40.74 | 13K | $1.7M |
| 6 | EDConsolidated Edison | Utilities | 0.40% | $40.49 | 14K | $1.7M |
| 7 | LNTAlliant Energy | Utilities | 0.40% | $39.87 | 23K | $1.7M |
| 8 | AFLAflac | Financial Services | 0.39% | $38.91 | 13K | $1.6M |
| 9 | NINisource | Utilities | 0.39% | $38.63 | 36K | $1.6M |
| 10 | FEFirstenergy | Utilities | 0.38% | $38.39 | 35K | $1.6M |
| 11 | LLoews | Financial Services | 0.38% | $38.34 | 14K | $1.6M |
| 12 | AEEAmeren | Utilities | 0.37% | $37.48 | 14K | $1.6M |
| 13 | SOSouthern | Utilities | 0.37% | $37.31 | 17K | $1.6M |
| 14 | CNPCenterpoint Energy | Utilities | 0.37% | $36.57 | 38K | $1.5M |
| 15 | DTEDTE Energy | Utilities | 0.36% | $36.42 | 11K | $1.5M |
of the $854B in 304 Large cap ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway B | 0.49% |
| 2 | WEC | WEC Energy Group | 0.43% |
| 3 | ATO | Atmos Energy | 0.42% |
| 4 | EVRG | Evergy | 0.41% |
| 5 | DUK | Duke Energy | 0.41% |
| 6 | ED | Consolidated Edison | 0.40% |
| 7 | LNT | Alliant Energy | 0.40% |
| 8 | AFL | Aflac | 0.39% |
| 9 | NI | Nisource | 0.39% |
| 10 | FE | Firstenergy | 0.38% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Nov 6, 2026 | Nov 9, 2026 | $0.0393 |
| Oct 8, 2026 | Oct 9, 2026 | $0.0843 |
| Sep 9, 2026 | Sep 10, 2026 | $0.13 |
| Aug 7, 2026 | Aug 10, 2026 | $0.0418 |
| Jul 9, 2026 | Jul 10, 2026 | $0.0813 |
| Jun 9, 2026 | Jun 10, 2026 | $0.13 |
| May 8, 2026 | May 11, 2026 | $0.0302 |
| Apr 9, 2026 | Apr 10, 2026 | $0.0785 |
| Mar 10, 2026 | Mar 11, 2026 | $0.12 |
| Feb 9, 2026 | Feb 10, 2026 | $0.0411 |
| Jan 8, 2026 | Jan 9, 2026 | $0.11 |
| Dec 11, 2025 | Dec 12, 2025 | $0.11 |