Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

43,753 m

Country

United States

Sector

Utilities

Dividend yield

2.90%

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	43,753 m
EPS, EUR	3.00
P/B ratio	2.1
P/E ratio	23.0
Dividend yield	2.90%

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 51 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)	0.05%	Equity World	8,102
UBS Core MSCI World UCITS ETF USD acc	0.05%	Equity World	9,846
JPMorgan US Value Equity Active UCITS ETF USD (acc)	0.48%	Equity United States Value	67
JPMorgan US Value Equity Active UCITS ETF EUR Hedged (acc)	0.48%	Equity United States Value	6
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	1,167
iShares Edge MSCI USA Quality Factor UCITS ETF USD (Dist)	0.54%	Equity United States Fundamental/Quality	413
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.04%	Equity World	44,325
iShares MSCI North America UCITS ETF	0.07%	Equity North America	1,244
UBS Core MSCI World UCITS ETF USD dis	0.05%	Equity World	1,926
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.11%	Equity World Dividend	2,673
Vanguard FTSE Developed World UCITS ETF Acc	0.05%	Equity World	5,646
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	1,739
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.07%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP dis	0.05%	Equity World	143
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0.01%	Equity World Multi-Asset Strategy	43
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.35%	Equity United States Covered Call Alternative Investments	2,977
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR (dist)	0.35%	Equity United States Covered Call Alternative Investments	5
iShares MSCI ACWI UCITS ETF USD (Acc)	0.04%	Equity World	29,487
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	88
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.18%	Equity World Covered Call Alternative Investments	1,252
UBS Core MSCI World UCITS ETF hEUR acc	0.05%	Equity World	1,000
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.07%	Equity United States	187
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.07%	Equity United States	45,528
Vanguard FTSE Developed World UCITS ETF Distributing	0.05%	Equity World	4,063
iShares Global Infrastructure UCITS ETF USD (Dist)	1.44%	Equity World Infrastructure	2,197
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.07%	Equity North America	2,743
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.00%	Equity United States Covered Call Alternative Investments	16
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.00%	Equity United States Covered Call Alternative Investments	372
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (dist)	0.41%	Equity United States Buffer Alternative Investments	8
JPMorgan US Value Equity Active UCITS ETF USD (dist)	0.48%	Equity United States Value	17
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	99
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.28%	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	893
Leverage Shares -5x Short Nasdaq 100 ETP	0.36%	Equity United States	7
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	0.05%	Equity World	4,915
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (dist)	0.18%	Equity World Covered Call Alternative Investments	24
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.00%	Equity United States Covered Call Alternative Investments	42
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.07%	Equity United States	29,474
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental Climate Change	172
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.01%	Equity World Social/Environmental	59
UBS Core MSCI USA UCITS ETF USD dis	0.07%	Equity United States	1,278
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.04%	Equity World	22,638
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	233
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.11%	Equity World Dividend	8,926
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.35%	Equity United States Covered Call Alternative Investments	5
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.07%	Equity North America	2,914
Leverage Shares 5x Long Nasdaq 100 ETP	0.36%	Equity United States	33
iShares Core S&P 500 UCITS ETF USD (Dist)	0.07%	Equity United States	19,342
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	116

Performance

Returns overview

YTD	+11.37%
1 month	+3.68%
3 months	-0.07%
6 months	+10.08%
1 year	+20.09%
3 years	+23.29%
5 years	+23.68%
Since inception (MAX)	+30.07%
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).