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Portfolio of Utilities Select Sector SPDR Fund Stocks

Here is a table of 14 utilities stocks included in the Utilities Select Sector SPDR Fund (XLU), a utilities exchange-traded fund. See all holdings.

Portfolio of Utilities Select Sector SPDR Fund Stocks
Stock
Price Quote & Dividend
1-Year Price Chart
American Electric Power Company Inc.
Consolidated Edison Inc.
DTE Energy Company
Dominion Resources Inc.
Duke Energy Corporation
Edison International
Eversource Energy
PG&E Corporation
PPL Corporation
Public Service Enterprise Group Incorporated
Sempra Energy
Southern Company
Wisconsin Energy Corporation
Xcel Energy Inc.
Price and dividend data from Yahoo! Finance. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Portfolio of Utilities Select Sector SPDR Fund Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

All 14 stocks are included in the portfolio computations. The current value of the portfolio assumes that $714.29 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007.


Portfolio of Utilities Select Sector SPDR Fund Stocks - Return Results
Portfolio:
Portfolio of Utilities Select Sector SPDR Fund Stocks
Start date:
Apr-25-2007
Start value:
$10,000
End date:
Apr-25-2017
End value:
$23,191
Number prices
523
Minimum value occurred on Mar-02-2009
$6,527
Maximum value occurred on Apr-24-2017
$23,191
Total gain or loss (Start date to End date)
131.91%
Annualized gain or loss (Start date to End date)
8.72%
Total dollar value on End date of a $10,000 purchase made on Start date
$23,191
Average percent return for all possible buy/sell combinations
50.57%
Number returns
136,503
Number profitable returns (Winners)
123,582
Percent profitable returns
90.53%
Number unprofitable returns (Losers)
12,921
Percent unprofitable returns
9.47%
Winners to losers ratio
9.56
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.



Customize your own Portfolio of Portfolio of Utilities Select Sector SPDR Fund Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.


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