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 59.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 14.16 | 2.0 Bil | Utilities |
Southern Co | 8.15 | 1.1 Bil | Utilities |
Duke Energy Corp | 7.39 | 1.0 Bil | Utilities |
Constellation Energy Corp | 6.35 | 885.4 Mil | Utilities |
Sempra | 4.57 | 636.7 Mil | Utilities |
American Electric Power Co Inc | 4.43 | 617.1 Mil | Utilities |
Dominion Energy Inc | 3.96 | 551.5 Mil | Utilities |
Public Service Enterprise Group Inc | 3.54 | 492.7 Mil | Utilities |
PG&E Corp | 3.53 | 492.0 Mil | Utilities |
Exelon Corp | 3.33 | 464.4 Mil | Utilities |