Xcel Energy

ISIN US98389B1008

WKN 855009

Market cap (in EUR)

38.184 m

Country

Verenigde Staten

Sector

Gereedschap

Dividend yield

3,00%

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Overzicht

Koers

Beschrijving

Xcel Energy, Inc. is een bedrijf dat elektriciteit en aardgas levert. Het is actief in de volgende drie segmenten: Gereguleerd Elektriciteitsbedrijf, Gereguleerd Aardgasbedrijf en Overige. Het segment Gereguleerde Elektriciteit richt zich op het opwekken, inkopen, transporteren en distribueren van elektriciteit. Het segment Gereguleerd Aardgas Nutsbedrijf omvat aankopen, transport, opslag, distributie en verkoop. Het segment Overige omvat stoom, reparatie van apparaten, niet-nutsgebonden vastgoedactiviteiten, inkomsten uit de verwerking van vast afval tot brandstof op basis van afval, investeringen in projecten voor huurwoningen die in aanmerking komen voor belastingkredieten voor huisvesting met een laag inkomen en investeringen volgens de equitymethode in fondsen voor energie-impactpartners. Het bedrijf is opgericht in 1909 en heeft zijn hoofdkantoor in Minneapolis, MN.

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Gereedschap Utiliteit Energiebedrijven Verenigde Staten

Grafiek

Financiële kerngegevens

Kerncijfers

Marktkapitalisatie, EUR	38.184 m
WPA, EUR	3,03
KBV	2,1
K/W	22,3
Dividendrendement	3,00%

Income statement (2025)

Omzet, EUR	13.003 m
Netto-inkomen, EUR	1.789 m
Winstmarge	13,76%

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	Weging	Investeringsfocus	Fondsgrootte (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0,06%	Equity World	7,362
UBS Core MSCI World UCITS ETF USD acc	0,06%	Equity World	6,332
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	912
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,05%	Equity World	28,956
iShares MSCI North America UCITS ETF	0,08%	Equity North America	1,081
UBS Core MSCI World UCITS ETF USD dis	0,05%	Equity World	1,351
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0,13%	Equity World Dividend	1,704
Vanguard FTSE Developed World UCITS ETF Acc	0,06%	Equity World	4,929
JPMorgan Global Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0,09%	Equity World Social/Environmental	1,857
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	95
Vanguard LifeStrategy 40% Equity UCITS ETF Distributing	0,01%	Equity World Multi-Asset Strategy	35
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (dist)	0,43%	Equity United States Covered Call Alternative Investments	2,214
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	22,393
Vanguard LifeStrategy 80% Equity UCITS ETF Distributing	0,04%	Equity World Multi-Asset Strategy	68
JPMorgan Global Equity Premium Income Active UCITS ETF USD (dist)	0,19%	Equity World Covered Call Alternative Investments	1,168
UBS Core MSCI World UCITS ETF hEUR acc	0,06%	Equity World	388
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0,08%	Equity United States	266
Vanguard S&P 500 UCITS ETF (USD) Distributing	0,08%	Equity United States	41,830
Goldman Sachs ActiveBeta® Paris-Aligned Sustainable US Large Cap Equity UCITS ETF CLASS USD (Acc.)	0,12%	Equity United States Multi-Factor Strategy	142
Vanguard FTSE Developed World UCITS ETF Distributing	0,06%	Equity World	3,537
iShares Global Infrastructure UCITS ETF USD (Dist)	1,60%	Equity World Infrastructure	1,581
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0,08%	Equity North America	2,080
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (Dist)	0,01%	Equity United States Covered Call Alternative Investments	8
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0,01%	Equity United States Covered Call Alternative Investments	274
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	12
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0,25%	Equity United States Low Volatility/Risk Weighted	98
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	91
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	702
Leverage Shares -5x Short Nasdaq 100 ETP	0,36%	Equity United States Technology	8
JPMorgan Global Equity Premium Income Active UCITS ETF USD (acc)	0,17%	Equity World Covered Call Alternative Investments	76
Xtrackers MSCI World UCITS ETF 1D	0,05%	Equity World	4,596
JPMorgan Global Equity Premium Income Active UCITS ETF EUR (Dist)	0,19%	Equity World Covered Call Alternative Investments	4
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	25,731
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,08%	Equity World Social/Environmental	50
UBS Core MSCI USA UCITS ETF USD dis	0,08%	Equity United States	1,165
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,05%	Equity World	19,171
Vanguard LifeStrategy 40% Equity UCITS ETF Accumulating	0,01%	Equity World Multi-Asset Strategy	198
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0,13%	Equity World Dividend	7,217
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	2,485
Leverage Shares 5x Long Nasdaq 100 ETP	0,36%	Equity United States Technology	20
JPMorgan US Research Enhanced Index Equity (ESG) UCITS ETF USD (dist)	0,08%	Equity United States Social/Environmental	950
iShares Core S&P 500 UCITS ETF USD (Dist)	0,08%	Equity United States	17,175
Vanguard LifeStrategy 60% Equity UCITS ETF Distributing	0,03%	Equity World Multi-Asset Strategy	91

Prestaties

Rendementsoverzicht

YTD	+1,84%
1 maand	+0,85%
3 maanden	-7,98%
6 maanden	+2,20%
1 jaar	-0,57%
3 jaar	+0,28%
5 jaar	+21,19%
Since inception	+18,94%
2025	-2,28%
2024	+16,10%
2023	-16,36%
2022	+10,55%

Maandelijks rendement in een heat map

Risico

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-rendementen zijn inclusief dividenduitkeringen (indien van toepassing).