The portfolio maintains a sizable cost advantage over competitors, priced within the lowest 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 59.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 14.22 | 1.9 Bil | Utilities |
Southern Co | 7.89 | 1.1 Bil | Utilities |
Duke Energy Corp | 7.30 | 987.4 Mil | Utilities |
Constellation Energy Corp | 6.28 | 848.7 Mil | Utilities |
Sempra | 4.49 | 607.2 Mil | Utilities |
American Electric Power Co Inc | 4.45 | 601.6 Mil | Utilities |
Dominion Energy Inc | 4.11 | 556.0 Mil | Utilities |
PG&E Corp | 3.64 | 491.6 Mil | Utilities |
Exelon Corp | 3.50 | 473.0 Mil | Utilities |
Public Service Enterprise Group Inc | 3.38 | 457.5 Mil | Utilities |