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CategoryUS Equities - Industry Sector Asset TypeEquities (Stocks) TagsU.S. Return% 1Y27.80% Total Holdings41 Perf Week2.20%
SponsorFirst Trust ETF Type Tagsequity Return% 3Y18.60% AUM842.68M Perf Month9.37%
Fund Family Bond Type Tagsutilities Return% 5Y15.02% NAV/sh Perf Quarter9.04%
IndexStrataQuant Utilities Index Average Maturity Tags- Return% 10Y 52W High50.70 0.59% Perf Half Y14.40%
Index Weighting Commodity Type Tags- Return% SI 52W Low36.88 38.29% Perf YTD13.31%
Active/Passive Quant Type Tags- Flows% 1M-7.33% Volatility1.32% 1.47% Perf Year27.53%
Dividend TTM1.03 (2.02%) ESG Type Tags- Flows% 3M-54.66% ATR (14)0.69 Perf 3Y58.14%
Dividend Ex-DateDec 12, 2025 Dividend Type Sector/Theme Flows% YTD-56.20% RSI (14)77.80 Perf 5Y90.94%
Dividend Gr. 3/5Y15.18% -1.77% Structure Type Region Flows% 1Y Beta0.73 Perf 10Y114.74%
Expense0.61% Growth/Value SMA204.82% Flows% 3Y Rel Volume0.64 Prev Close50.48
Inverse/Leveraged Market Cap SMA509.07% Flows% 5Y Avg Volume837.09K Price51.00
IPOMay 10, 2007 Option/ShortYes / Yes SMA20013.24% Trades Volume536,390 Change1.03%
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First Trust Utilities AlphaDEX Fund seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant Utilities Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is a modified equal-dollar weighted index to objectively identify and select stocks from the Russell 1000 Index in the utilities sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX selection methodology.
Last Close
Feb 27  •  04:00PM ET
83.36
Dollar change
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XEL Xcel Energy, Inc daily Stock Chart
IndexNDX, S&P 500 P/E24.36 EPS (ttm)3.42 Insider Own0.21% Shs Outstand623.60M Perf Week2.22%
Market Cap52.01B Forward P/E18.27 EPS next Y4.56 Insider Trans0.00% Shs Float590.32M Perf Month9.67%
Enterprise Value87.65B PEG1.98 EPS next Q0.95 Inst Own94.71% Short Float4.55% Perf Quarter3.69%
Income2.02B P/S3.54 EPS this Y9.02% Inst Trans1.28% Short Ratio4.94 Perf Half Y14.40%
Sales14.67B P/B2.20 EPS next Y10.15% ROA2.57% Short Interest26.84M Perf YTD12.86%
Book/sh37.86 P/C118.47 EPS next 5Y9.21% ROE9.36% 52W High84.23 -1.03% Perf Year17.81%
Cash/sh0.70 P/FCF- EPS past 3/5Y2.58% 4.20% ROIC3.51% 52W Low65.21 27.83% Perf 3Y27.46%
Dividend Est.2.39 (2.87%) EV/EBITDA14.64 Sales past 3/5Y-1.36% 4.94% Gross Margin24.47% Volatility1.54% 2.05% Perf 5Y42.28%
Dividend TTM2.28 (2.74%) EV/Sales5.97 EPS Y/Y TTM-0.01% Oper. Margin19.79% ATR (14)1.50 Perf 10Y112.27%
Dividend Ex-DateMar 13, 2026 Quick Ratio0.60 Sales Y/Y TTM8.94% Profit Margin13.75% RSI (14)70.76 Recom1.40
Dividend Gr. 3/5Y5.35% 5.80% Current Ratio0.71 EPS Q/Q17.90% SMA205.01% Beta0.46 Target Price89.94
Payout66.55% Debt/Eq1.53 Sales Q/Q13.78% SMA508.91% Rel Volume1.07 Prev Close83.47
Employees11534 LT Debt/Eq1.44 EarningsFeb 05 BMO SMA20011.41% Avg Volume5.43M Price83.36
IPOFeb 28, 1949 Option/ShortYes / Yes EPS/Sales Surpr.-0.17% -1.81% Trades Volume5,827,559 Change-0.13%
Date Action Analyst Rating Change Price Target Change
Feb-13-26Upgrade UBS Neutral → Buy $89
Oct-28-25Resumed RBC Capital Mkts Outperform $7
Oct-22-25Initiated BTIG Research Buy $96
Oct-16-25Initiated TD Cowen Buy $93
Oct-07-25Initiated Evercore ISI Outperform $92
Sep-22-25Upgrade BMO Capital Markets Market Perform → Outperform $80
Jan-13-25Upgrade Wells Fargo Equal Weight → Overweight $70 → $72
Dec-12-24Upgrade JP Morgan Neutral → Overweight $69 → $80
Nov-01-24Upgrade Jefferies Hold → Buy $71 → $76
Sep-20-24Initiated Jefferies Hold $70
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Xcel Energy, Inc. is an electric and natural gas delivery company. It operates through the following three segments: Regulated Electric, Regulated Natural Gas Utility and All Others. The Regulated Electric segment focuses on generating, purchasing, transmitting, and distributing electricity. The Regulated Natural Gas Utility segment includes purchases, transport, stores, distribution, and sales. The All Others segment involves steam, appliance repair services, non-utility real estate activities, revenues associated with processing solid waste into refuse-derived fuel, investments in rental housing projects that qualify for low-income housing tax credits and equity method investments in energy impact partners funds. The company was founded in 1909 and is headquartered in Minneapolis, MN.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
O'Connor Timothy JohnOfficerMay 01 '25Proposed Sale70.7013,338943,008May 01 04:57 PM
Stockfish Devin WDirectorMar 11 '25Buy68.932,170149,5783,007Mar 12 04:07 PM
XLU State Street Utilities Select Sector SPDR ETF daily Stock Chart
CategoryUS Equities - Industry Sector Asset TypeEquities (Stocks) TagsU.S. Return% 1Y22.13% Total Holdings34 Perf Week3.02%
SponsorState Street (SPDR) ETF Type Tagsequity Return% 3Y15.48% AUM24.04B Perf Month10.15%
Fund Family Bond Type Tagsutilities Return% 5Y12.17% NAV/sh Perf Quarter7.49%
IndexS&P Utilities Select Sector Index Average Maturity Tags- Return% 10Y 52W High47.43 0.63% Perf Half Y11.94%
Index Weighting Commodity Type Tags- Return% SI 52W Low35.51 34.41% Perf YTD11.81%
Active/Passive Quant Type Tags- Flows% 1M-0.31% Volatility1.51% 1.70% Perf Year22.34%
Dividend TTM1.16 (2.43%) ESG Type Tags- Flows% 3M2.21% ATR (14)0.74 Perf 3Y44.29%
Dividend Ex-DateDec 22, 2025 Dividend Type Sector/Theme Flows% YTD0.05% RSI (14)75.33 Perf 5Y63.57%
Dividend Gr. 3/5Y3.98% 3.29% Structure Type Region Flows% 1Y Beta0.69 Perf 10Y106.76%
Expense0.08% Growth/Value SMA205.69% Flows% 3Y Rel Volume1.68 Prev Close47.18
Inverse/Leveraged Market Cap SMA509.02% Flows% 5Y Avg Volume23.69M Price47.73
IPODec 22, 1998 Option/ShortYes / Yes SMA20011.02% Trades Volume39,724,083 Change1.17%
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Utilities Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Utilities Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.