Energy Transition Index

Both sides of the grid, deliberately.

ENTRXConviction weightedGrowthRebalanced quarterly4 holdings

Sample data. Price history on this build is generated from a seeded model, not a live feed, so levels and returns are illustrative. Constituents, weights, index maths and fee logic are real.

Performance

Level

100.68

+0.68%

over 6M

Rebased to 100 on Jan 2, 2026

Risk and return

Volatility17.2%Annualised

Max drawdown-25.0%Peak to trough

Return / risk-0.19Excess over 4.2% cash

Blended yield1.54%Weighted dividend

Return over risk is computed against a 4.2% risk-free rate. Below zero means the index has not paid for the volatility it carried in this window.

Composition

4Holdings

Energy68.0%
Consumer32.0%

ConcentratedTop weight 32.0% · behaves like 3.8 equal names

Constituents

TSLATesla
+1.2pt32.0%
NEENextEra Energy
−2.5pt26.0%
XOMExxon Mobil
+0.5pt24.0%
FSLRFirst Solar
+0.8pt18.0%

The rule

Conviction weighted

Weights are set by the index author rather than by a formula. Highest expression of a view, highest concentration risk.

Thesis

Electrification and utility-scale renewables held alongside the incumbent major. Holding both sides is the point: the transition is a decades-long reallocation of capital, not a clean switch, and an index that owns only one side is a directional bet dressed up as a theme.

Rebalance: Quarterly
Inception: Jan 2, 2026

What an allocation buys

Allocation$10,000.00

Fractional stock-token positions this allocation opens
Ticker	Weight	Price	Units	Value
TSLA	32.0%	$402.60	7.9483	$3,200.00
NEE	26.0%	$79.40	32.7456	$2,600.00
XOM	24.0%	$118.70	20.2190	$2,400.00
FSLR	18.0%	$214.80	8.3799	$1,800.00

Units are fractional by design — stock tokens are ERC-20s with 18 decimals, so weights resolve exactly at any allocation size rather than being rounded to whole shares.