Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

41,568 m

Country

United States

Sector

Utilities

Dividend yield

3.02%

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

Chart

Financials

Key metrics

Market capitalisation, EUR	41,568 m
EPS, EUR	3.13
P/B ratio	2.0
P/E ratio	21.0
Dividend yield	3.02%

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 45 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)
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.28%	Equity World Multi-Factor Strategy	1
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	10,442
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	8,322
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.47%	Equity United States Value	6
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.47%	Equity United States Value	235
BNP Paribas Easy S&P 500 UCITS ETF	0.08%	Equity United States	173
Amundi MSCI World Swap II UCITS ETF Dist	0.06%	Equity World	8,840
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0.18%	Equity World Covered Call Alternative Investments	66
Xtrackers MSCI World UCITS ETF 1D	0.06%	Equity World	4,918
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.53%	Equity United States Fundamental/Quality	429
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	48,290
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0.20%	Equity United States Equal Weighted	1,001
iShares MSCI North America UCITS ETF	0.07%	Equity North America	1,333
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.18%	Equity World Covered Call Alternative Investments	28
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	2,002
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.08%	Equity United States	30,945
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	190
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.12%	Equity World Dividend	2,822
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	5,927
WisdomTree NASDAQ-100	0.22%	Equity United States	24
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.08%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP dis	0.06%	Equity World	114
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,327
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	23,505
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.33%	Equity United States Covered Call Alternative Investments	3,235
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0.33%	Equity United States Covered Call Alternative Investments	8
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	30,872
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.18%	Equity World Covered Call Alternative Investments	1,258
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.12%	Equity World Dividend	9,605
UBS Core MSCI World UCITS ETF hEUR acc	0.06%	Equity World	962
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.08%	Equity United States	195
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.08%	Equity United States	46,528
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	4,204
iShares Global Infrastructure UCITS ETF USD (Dist)	1.51%	Equity World Infrastructure	2,148
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.33%	Equity United States Covered Call Alternative Investments	6
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.08%	Equity United States	3,199
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.07%	Equity North America	3,019
Vanguard Russell 1000 U.S. Value UCITS ETF USD Dist	0.14%	Equity United States Value	2
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.07%	Equity North America	2,876
iShares Core S&P 500 UCITS ETF USD (Dist)	0.08%	Equity United States	20,188
Vanguard Russell U.S. Mid-Cap UCITS ETF USD Dist	0.36%	Equity United States Mid Cap	3
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.36%	Equity United States Buffer Alternative Investments	8
WisdomTree S&P 500 EUR Daily Hedged	0.08%	Equity United States	4
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.08%	Equity United States	1,194
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.47%	Equity United States Value	17

Performance

Returns overview

YTD	+5.99%
1 month	-4.83%
3 months	-0.67%
6 months	+2.55%
1 year	+6.08%
3 years	+23.54%
5 years	+13.85%
Since inception (MAX)	+23.80%
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).