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 | 13.85 | 1.7 Bil | Utilities |
Southern Co | 8.18 | 979.0 Mil | Utilities |
Duke Energy Corp | 7.70 | 921.5 Mil | Utilities |
Constellation Energy Corp | 6.06 | 724.7 Mil | Utilities |
American Electric Power Co Inc | 4.61 | 551.3 Mil | Utilities |
Sempra | 4.57 | 546.7 Mil | Utilities |
Dominion Energy Inc | 4.30 | 514.8 Mil | Utilities |
Exelon Corp | 3.78 | 452.5 Mil | Utilities |
PG&E Corp | 3.67 | 439.6 Mil | Utilities |
Public Service Enterprise Group Inc | 3.42 | 409.5 Mil | Utilities |