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 60.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 13.70 | 1.6 Bil | Utilities |
Southern Co | 8.14 | 961.5 Mil | Utilities |
Duke Energy Corp | 7.73 | 913.8 Mil | Utilities |
Constellation Energy Corp | 5.98 | 706.9 Mil | Utilities |
Sempra | 4.58 | 540.7 Mil | Utilities |
American Electric Power Co Inc | 4.56 | 539.3 Mil | Utilities |
Dominion Energy Inc | 4.33 | 511.8 Mil | Utilities |
Exelon Corp | 3.83 | 453.0 Mil | Utilities |
PG&E Corp | 3.70 | 436.8 Mil | Utilities |
Public Service Enterprise Group Inc | 3.40 | 401.6 Mil | Utilities |