2024 Sector Outlook:
The Opportunity in Utilities

With AI’s thirst for electricity likely driving increasing demand for power for years to come, there may be an opportunity in utility stocks.

We lay out the facts in our report The Opportunity in Utilities, which examines utility stocks from multiple angles, including:
  • As a downstream investment opportunity that could benefit from AI
  • As an alternative to bonds
  • As a strategy to diversify overweight growth portfolios
We also dive into the data and cover:
  • How they’re helping meet the increasing demand for electricity
  • Their competitive historical performance


Reaves Asset Management is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Reaves is a privately held, independently owned “S” corporation organized under the laws of the State of Delaware.

The information provided in this blog does not constitute, and should not be construed as, investment advice or recommendations with respect to the securities and sectors listed. Investors should consider the investment objective, risks, charges and expenses of all investments carefully before investing. Any projections, outlooks or estimates contained herein are forward looking statements based upon specific assumptions and should not be construed as indicative of any actual events that have occurred or may occur.

Net performance reflects the deduction of advisory fees which are described in detail in Reaves’ Form ADV Part 2A. Please contact us at info@reavesam.com to obtain Form ADV Part 2A and for more information about Reaves Asset Management.

Past performance is no guarantee of future results.
All investments involve risk, including loss of principal.

Important Tax Information: Reaves Asset Management and its employees are not in the business of providing tax or legal advice to taxpayers. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax adviser.

Please review these links:  Privacy Policy and Cookie Policy.