Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

43,642 m

Country

United States

Sector

Utilities

Dividend yield

2.84%

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.

Show more Show less

Utilities Energy Utilities United States

Chart

Financials

Key metrics

Market capitalisation, EUR	43,642 m
EPS, EUR	3.00
P/B ratio	2.1
P/E ratio	23.3
Dividend yield	2.84%

Income statement (2025)

Revenue, EUR	13,005 m
Net income, EUR	1,789 m
Profit margin	13.75%

What ETF is Xcel Energy in?

There are 50 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	8,010
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	8,722
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.51%	Equity United States Value	63
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.51%	Equity United States Value	4
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,081
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	39,111
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,314
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	1,828
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.12%	Equity World Dividend	2,297
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	5,845
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.17%	Equity World Social/Environmental	1,642
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.08%	Equity United States	4
UBS Core MSCI World UCITS ETF hGBP dis	0.06%	Equity World	102
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	41
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.43%	Equity United States Covered Call Alternative Investments	2,746
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0.43%	Equity United States Covered Call Alternative Investments	4
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	28,030
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	79
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.18%	Equity World Covered Call Alternative Investments	1,214
UBS Core MSCI World UCITS ETF hEUR acc	0.06%	Equity World	798
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.08%	Equity United States	191
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.08%	Equity United States	44,555
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,910
iShares Global Infrastructure UCITS ETF USD (Dist)	1.44%	Equity World Infrastructure	2,120
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.08%	Equity North America	2,613
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.53%	Equity United States Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.53%	Equity United States Covered Call Alternative Investments	329
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.42%	Equity United States Buffer Alternative Investments	8
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.51%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	97
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.29%	Equity World Multi-Factor Strategy	0
Vanguard LifeStrategy 20% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	16
Vanguard LifeStrategy 60% Equity UCITS ETF Accumulating	0.03%	Equity World Multi-Asset Strategy	828
Leverage Shares -5x Short Nasdaq 100 ETP	0.36%	Equity United States	5
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.18%	Equity World Covered Call Alternative Investments	68
Xtrackers MSCI World UCITS ETF 1D	0.09%	Equity World	4,914
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.18%	Equity World Covered Call Alternative Investments	18
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.53%	Equity United States Covered Call Alternative Investments	40
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.08%	Equity United States	28,934
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.15%	Equity World Social/Environmental	55
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,239
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	21,779
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	221
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.12%	Equity World Dividend	8,298
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.43%	Equity United States Covered Call Alternative Investments	4
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.08%	Equity North America	2,813
Leverage Shares 5x Long Nasdaq 100 ETP	0.36%	Equity United States	32
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.19%	Equity United States Social/Environmental	1,101
iShares Core S&P 500 UCITS ETF USD (Dist)	0.08%	Equity United States	18,821
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	105

Performance

Returns overview

YTD	+9.81%
1 month	+2.58%
3 months	-2.06%
6 months	-1.18%
1 year	+11.51%
3 years	+15.68%
5 years	+18.88%
Since inception (MAX)	+28.26%
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).