Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

37,435 m

Country

United States

Sector

Utilities

Dividend yield

3.08%

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	37,435 m
EPS, EUR	2.97
P/B ratio	2.1
P/E ratio	22.6
Dividend yield	3.08%

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 48 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)	0.34%	Equity World Multi-Factor Strategy	0
UBS Core MSCI World UCITS ETF USD acc	0.06%	Equity World	5,507
iShares MSCI World UCITS ETF (Dist)	0.05%	Equity World	7,443
JPMorgan Active US Value UCITS ETF USD (acc)	0.41%	Equity United States Value	61
JPMorgan Active US Value UCITS ETF EUR Hedged (acc)	0.41%	Equity United States Value	4
Vanguard LifeStrategy 80% Equity UCITS ETF (EUR) Accumulating	0.04%	Equity World Multi-Asset Strategy	878
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	671
Leverage Shares -5x Short Nasdaq 100 ETP	0.36%	Equity United States Technology	5
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	0.09%	Equity World	4,519
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.05%	Equity World	27,214
iShares MSCI North America UCITS ETF	0.08%	Equity North America	1,101
UBS Core MSCI World UCITS ETF USD dis	0.06%	Equity World	1,318
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.08%	Equity United States	25,877
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.13%	Equity World Dividend	1,438
Vanguard FTSE Developed World UCITS ETF Acc	0.06%	Equity World	4,833
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.09%	Equity World Social/Environmental	1,930
JPMorgan BetaBuilders US Equity UCITS ETF (Dist)	0.08%	Equity United States	2
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.08%	Equity World Social/Environmental	53
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
UBS Core MSCI USA UCITS ETF USD dis	0.08%	Equity United States	1,191
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.05%	Equity World	18,964
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0.43%	Equity United States Covered Call Alternative Investments	2,155
iShares MSCI ACWI UCITS ETF USD (Acc)	0.05%	Equity World	21,758
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0.04%	Equity World Multi-Asset Strategy	64
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0.19%	Equity World Covered Call Alternative Investments	1,138
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	187
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.13%	Equity World Dividend	6,580
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	328
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.08%	Equity United States	43,059
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0.12%	Equity United States Multi-Factor Strategy	155
Vanguard FTSE Developed World UCITS ETF Distributing	0.06%	Equity World	3,522
iShares Global Infrastructure UCITS ETF USD (Dist)	1.63%	Equity World Infrastructure	1,508
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.08%	Equity North America	2,500
Leverage Shares 5x Long Nasdaq 100 ETP	0.36%	Equity United States Technology	29
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0.08%	Equity United States Social/Environmental	943
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.08%	Equity North America	2,131
iShares Core S&P 500 UCITS ETF USD (Dist)	0.08%	Equity United States	17,546
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.01%	Equity United States Covered Call Alternative Investments	225
JPMorgan Nasdaq Hedged Equity Laddered Overlay Active UCITS ETF USD (Dist)	0.44%	Equity United States Buffer Alternative Investments	7
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	0.31%	Equity United States Momentum	10
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.26%	Equity United States Low Volatility/Risk Weighted	100
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0.03%	Equity World Multi-Asset Strategy	88
JPMorgan Active US Value UCITS ETF USD (dist)	0.41%	Equity United States Value	6
Vanguard LifeStrategy 20% Equity UCITS ETF Accumulating	0.01%	Equity World Multi-Asset Strategy	86

Performance

Returns overview

YTD	+0.98%
1 month	-3.94%
3 months	-7.98%
6 months	+10.15%
1 year	+1.56%
3 years	-5.04%
5 years	+17.94%
Since inception (MAX)	+17.94%
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).