I still don't have any electricity shares in my portfolio ☹️, although I find the energy sector, especially electrical energy, very exciting and promising. In view of the trend towards electromobility and global digitalization, this sector could offer enormous potential.
The only share I have had on my radar for a few months now is Terna, the leading Italian grid operator. The company operates one of the largest electricity transmission grids in Europe and is benefiting directly from the growing need for modern infrastructure and expansion. Despite this, I haven't yet made up my mind to get involved, perhaps because I'm still unsure whether now is the right time or whether there are more attractive alternatives? 😭
I think that investing in electricity shares would not only be an interesting addition to my portfolio, but also an opportunity to benefit from the growth of the energy sector in the long term. In addition to Terna, companies such as RWE, NextEra Energy, Siemens Energy or Brookfield Renewable Partners would also be exciting.
Has anyone taken a closer look at this topic? I am particularly interested in the power generators with the highest efficiency. I.e. away from the ESG hype. Which shares do you have on your radar? What could be interesting and promising for the future?