The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
The Utilities Select Sector SPDR® ETF XLU
Morningstar’s Analysis XLU
Will XLU outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 59.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 14.62 | 2.0 Bil | Utilities |
Southern Co | 8.04 | 1.1 Bil | Utilities |
Duke Energy Corp | 7.48 | 1.0 Bil | Utilities |
Constellation Energy Corp | 5.98 | 837.0 Mil | Utilities |
Sempra | 4.48 | 627.5 Mil | Utilities |
American Electric Power Co Inc | 4.39 | 614.6 Mil | Utilities |
Dominion Energy Inc | 4.07 | 569.8 Mil | Utilities |
PG&E Corp | 3.64 | 509.7 Mil | Utilities |
Public Service Enterprise Group Inc | 3.43 | 480.7 Mil | Utilities |
Exelon Corp | 3.40 | 476.6 Mil | Utilities |