BULIX, FSUTX and FKUTX gain traction as utilities ride defensive demand and AI-driven electricity growth, reshaping their role in 2026 portfolios.
The AI data-center power crunch has turned utilities from bond proxies into growth stocks, and two funds sit at the center of that trade: the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) and the Vanguard Utilities Index Fund ETF (NYSEARCA:VPU).
The State Street Utilities Select Sector SPDR ETF (XLU) was launched on December 16, 1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 75,454 | $3.19M | $3.44M | $248,535.34 | 7.79% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 1,200 | $45,414 | $54,720 | $9,306 | 20.49% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 903,189 | $29.56M | $41.19M | $11.63M | 39.34% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 10,329 | $389,403.93 | $471,002.4 | $81,598.47 | 20.95% |
| MM Michael Motolo CVS HEALTH Corp | 25,000 | $1.15M | $1.14M | -$4,250 | -0.37% |
| ARCA Exchange | US Country |
The company operates a fund that focuses on tracking the performance of a specific index related to utilities. This includes a wide range of companies across various sectors such as electric utilities, water utilities, multi-utilities, independent power and renewable electricity producers, and gas utilities. By employing a replication strategy, the company aims to closely match the performance of the index, investing at least 95% of its total assets in the securities that constitute the index. Despite the fund's focus on a diverse range of utilities, it is classified as non-diversified due to its concentrated investment strategy.
This approach involves the fund investing in securities that closely match those found in the designated utilities index. By doing so, it aims to replicate the index's performance as closely as possible, providing investors with a transparent and predictable investment vehicle.
The fund's primary objective is to track the performance of a specific utilities index. This index is composed of a variety of companies across several sectors, including electric and water utilities, multi-utilities, renewable energy producers, and gas utilities. Tracking this index allows the fund to provide an investment option that benefits from the diversification within the utilities sector.
By investing substantially all of its assets in the securities comprising the index, the fund offers exposure to the utilities sector. This includes investments in electric utilities, water utilities, multi-utilities, independent power and renewable electricity producers, and gas utilities, covering a broad spectrum of the utilities industry.