Utility Stocks – The Great Transformation

Mobile World Congress (MWC) Barcelona 2025

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Tim Winter, Portfolio Manager of the Gabelli Utilities Fund and long time Utilities Research Analyst highlights the value of the utilities sector. The sector is undergoing a great transformation from fossil fuels to clean energy. Electric gas and water utilities still have the same traditional defensive characteristics – monopolies, service areas, essential products, stable customer base, strong balance sheets, and strong credit ratings but now they have the added boost of political and regulatory support to achieve clean energy goals.

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