Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

37,735 m

Country

United States

Sector

Utilities

Dividend yield

3.07%

Overview

Quote

Description

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.

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Utilities Energy Utilities United States

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Financials

Key metrics

Market capitalisation, EUR	37,735 m
EPS, EUR	2.97
P/B ratio	2.1
P/E ratio	22.6
Dividend yield	3.07%

Income statement (2024)

Revenue, EUR	12,451 m
Net income, EUR	1,790 m
Profit margin	14.37%

What ETF is Xcel Energy in?

There are 53 ETFs which contain Xcel Energy. All of these ETFs are listed in the table below. The ETF with the largest weighting of Xcel Energy is the iShares Global Infrastructure UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.06%	Equity World	7,513
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	5,939
JPMorgan Active US Value UCITS ETF USD (acc)	0.43%	Equity United States Value	62
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.43%	Equity United States Value	4
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	896
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	27,971
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,112
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	1,334
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.13%	Equity World Dividend	1,492
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,903
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,941
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.08%	Equity United States	2
UBS Core MSCI World UCITS ETF hGBP dis	0.06%	Equity World	94
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	34
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.43%	Equity United States Covered Call Alternative Investments	2,198
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (Dist)	0.43%	Equity United States Covered Call Alternative Investments	1
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	22,108
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	67
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.19%	Equity World Covered Call Alternative Investments	1,155
UBS Core MSCI World UCITS ETF hEUR acc	0.06%	Equity World	308
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.08%	Equity United States	270
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.08%	Equity United States	43,800
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	156
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,563
iShares Global Infrastructure UCITS ETF USD (Dist)	1.60%	Equity World Infrastructure	1,501
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.08%	Equity North America	2,168
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.01%	Equity United States Covered Call Alternative Investments	2
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	230
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.43%	Equity United States Buffer Alternative Investments	7
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.34%	Equity United States Momentum	10
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.25%	Equity United States Low Volatility/Risk Weighted	101
JPMorgan Active US Value UCITS ETF USD (dist)	0.43%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	87
JPMorgan Global Equity Multi-Factor UCITS ETF USD (Dist)	0.33%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	14
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	683
Leverage Shares -5x Short Nasdaq 100 ETP	0.36%	Equity United States Technology	6
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.19%	Equity World Covered Call Alternative Investments	73
Xtrackers MSCI World UCITS ETF 1D	0.05%	Equity World	4,574
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0.19%	Equity World Covered Call Alternative Investments	2
JPMorgan US Equity Premium Income Active UCITS ETF EUR (Dist)	0.01%	Equity United States Covered Call Alternative Investments	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.08%	Equity United States	26,312
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	54
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,204
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	19,168
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	193
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.13%	Equity World Dividend	6,740
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0.43%	Equity United States Covered Call Alternative Investments	1
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.08%	Equity North America	2,530
Leverage Shares 5x Long Nasdaq 100 ETP	0.36%	Equity United States Technology	33
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	958
iShares Core S&P 500 UCITS ETF USD (Dist)	0.08%	Equity United States	17,745
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	89

Performance

Returns overview

YTD	+0.55%
1 month	-0.91%
3 months	-8.96%
6 months	+8.06%
1 year	+2.51%
3 years	-4.59%
5 years	+21.96%
Since inception (MAX)	+17.44%
2025	-2.28%
2024	+16.10%
2023	-16.36%
2022	+10.55%

Monthly returns in a heat map

Risk

Risk metrics in this section:

Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.

ETF returns include dividend payments (if applicable).