The portfolio maintains a 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 59.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NextEra Energy Inc | 14.84 | 2.0 Bil | Utilities |
Southern Co | 7.88 | 1.1 Bil | Utilities |
Duke Energy Corp | 7.22 | 981.0 Mil | Utilities |
Constellation Energy Corp | 6.65 | 902.5 Mil | Utilities |
Sempra | 4.33 | 588.3 Mil | Utilities |
American Electric Power Co Inc | 4.29 | 582.3 Mil | Utilities |
Dominion Energy Inc | 4.14 | 562.3 Mil | Utilities |
PG&E Corp | 3.61 | 489.9 Mil | Utilities |
Public Service Enterprise Group Inc | 3.41 | 462.6 Mil | Utilities |
Exelon Corp | 3.38 | 459.3 Mil | Utilities |