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 58.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 14.05 | 2.1 Bil | Utilities |
Southern Co | 8.31 | 1.2 Bil | Utilities |
Duke Energy Corp | 7.73 | 1.2 Bil | Utilities |
Constellation Energy Corp | 5.00 | 746.9 Mil | Utilities |
American Electric Power Co Inc | 4.70 | 702.4 Mil | Utilities |
Sempra | 4.61 | 687.6 Mil | Utilities |
Dominion Energy Inc | 4.08 | 609.5 Mil | Utilities |
PG&E Corp | 3.59 | 535.4 Mil | Utilities |
Public Service Enterprise Group Inc | 3.44 | 514.1 Mil | Utilities |
Exelon Corp | 3.40 | 507.2 Mil | Utilities |