The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
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 60.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 13.81 | 1.7 Bil | Utilities |
Southern Co | 8.15 | 980.3 Mil | Utilities |
Duke Energy Corp | 7.72 | 927.8 Mil | Utilities |
Constellation Energy Corp | 6.01 | 723.0 Mil | Utilities |
American Electric Power Co Inc | 4.59 | 552.3 Mil | Utilities |
Sempra | 4.59 | 551.3 Mil | Utilities |
Dominion Energy Inc | 4.34 | 521.3 Mil | Utilities |
Exelon Corp | 3.80 | 457.2 Mil | Utilities |
PG&E Corp | 3.67 | 441.1 Mil | Utilities |
Public Service Enterprise Group Inc | 3.39 | 407.4 Mil | Utilities |