Utilities in 2026 are shaped by interest rates, grid investment, and power demand from electrification and data centers. These themes support long-term capital programs but raise financing questions.
Sector AnalysisETF: XLUUpdated Jul 8, 2026
Utilities Sector Stocks: Performance, Valuations & Industry Comps
Regulated power monopolies like NextEra, Southern Company, and Duke offer defensive yields and grids. This dashboard tracks valuation trends, equal-weight performance, and sector component data across all 100+ utility stocks.
Sector Market Cap
$1.73T
Tracks 132 stocks · top 50 by market cap
Median YTD Return
+8.7%
Screener universe · median stock return
Median P/E
22.1x
Screener stocks · excludes outliers
Median Dividend Yield
2.81%
Screener stocks · excludes zeros
Loading Performance Chart...
Sector Screener
Rank the Utilities with daily updated market and fundamental data
Scan the sector leaders, compare valuations and fundamentals, then open the full screener to refine your criteria.
Filter by:
| Ticker | Company | Price | Mkt Cap | P/E | ROE | Div Yield | |
|---|---|---|---|---|---|---|---|
| GE Vernova Inc. | $1077.08 | $289.43B | 60.9 | 42.7% | 0.1% | ||
| NextEra Energy, Inc. | $88.47 | $184.49B | 26.9 | 10.7% | 2.5% | ||
| The Southern Company | $97.29 | $109.68B | 24.8 | 11.5% | 2.8% | ||
| Duke Energy Corporation | $128.22 | $99.96B | 20.3 | 9.5% | 3.3% | ||
| Constellation Energy Corporation | $239.71 | $86.58B | 32.4 | 16.3% | 0.6% | ||
| National Grid plc | $83.11 | $82.7B | 18.8 | 8.5% | 2.7% | ||
| American Electric Power Company, Inc. | $137.53 | $74.83B | 20.7 | 12.1% | 2.8% | ||
| Sempra | $94.59 | $61.83B | 34.4 | 4.6% | 2.6% | ||
| Dominion Energy, Inc. | $69.84 | $61.39B | 20.2 | 9.4% | 3.8% | ||
| Entergy Corporation | $115.19 | $52.73B | 29.5 | 10.9% | 2.1% | ||
| Vistra Corp. | $155.73 | $52.51B | 70.5 | 17.7% | 0.6% | ||
| Xcel Energy Inc. | $80.67 | $50.35B | 23.6 | 9.4% | 2.7% | ||
| Exelon Corporation | $47.57 | $48.67B | 17.4 | 9.9% | 3.4% | ||
| Consolidated Edison, Inc. | $112.99 | $41.64B | 20.0 | 8.8% | 2.9% | ||
| Public Service Enterprise Group Incorporated | $81.79 | $40.79B | 19.4 | 12.8% | 3.1% | ||
| WEC Energy Group, Inc. | $117.68 | $38.33B | 24.4 | 11.6% | 3% | ||
| PG&E Corporation | $17.18 | $37.83B | 14.6 | 8.6% | 0.6% | ||
| DTE Energy Company | $153.84 | $32B | 21.8 | 12.2% | 2.7% | ||
| Ameren Corporation | $114.43 | $31.66B | 21.4 | 11.3% | 2.5% | ||
| Atmos Energy Corporation | $177.58 | $29.64B | 23.8 | 9.3% | 1.9% | ||
| Fortis Inc. | $57.51 | $29.18B | 24.0 | 7% | 1.8% | ||
| Edison International | $75.74 | $29.14B | 6.6 | 24.6% | 4.4% | ||
| NRG Energy, Inc. | $138.01 | $29.12B | 34.4 | 41.5% | 1.5% | ||
| CenterPoint Energy, Inc. | $44.48 | $29.04B | 27.8 | 9.6% | 2% | ||
| Eversource Energy | $74.75 | $28.09B | 16.4 | 10.7% | 3.9% | ||
| FirstEnergy Corp. | $48.39 | $27.99B | 27.5 | 7.4% | 3.6% | ||
| PPL Corporation | $36.39 | $27.38B | 22.7 | 8.2% | 2.9% | ||
| American Water Works Company, Inc. | $134.82 | $26.33B | 23.7 | 10.5% | 2.4% | ||
| CMS Energy Corporation | $77.02 | $23.79B | 21.8 | 11.6% | 2.9% | ||
| AXIA Energia S.A. | $10.32 | $23.21B | 23.4 | 5.5% | 10.2% |
GEVGE Vernova Inc.
$1077.08Price
Mkt Cap$289.43B
P/E60.9
ROE42.7%
Div Yield0.1%
NEENextEra Energy, Inc.
$88.47Price
Mkt Cap$184.49B
P/E26.9
ROE10.7%
Div Yield2.5%
SOThe Southern Company
$97.29Price
Mkt Cap$109.68B
P/E24.8
ROE11.5%
Div Yield2.8%
DUKDuke Energy Corporation
$128.22Price
Mkt Cap$99.96B
P/E20.3
ROE9.5%
Div Yield3.3%
CEGConstellation Energy Corporation
$239.71Price
Mkt Cap$86.58B
P/E32.4
ROE16.3%
Div Yield0.6%
NGGNational Grid plc
$83.11Price
Mkt Cap$82.7B
P/E18.8
ROE8.5%
Div Yield2.7%
AEPAmerican Electric Power Company, Inc.
$137.53Price
Mkt Cap$74.83B
P/E20.7
ROE12.1%
Div Yield2.8%
SRESempra
$94.59Price
Mkt Cap$61.83B
P/E34.4
ROE4.6%
Div Yield2.6%
DDominion Energy, Inc.
$69.84Price
Mkt Cap$61.39B
P/E20.2
ROE9.4%
Div Yield3.8%
ETREntergy Corporation
$115.19Price
Mkt Cap$52.73B
P/E29.5
ROE10.9%
Div Yield2.1%
VSTVistra Corp.
$155.73Price
Mkt Cap$52.51B
P/E70.5
ROE17.7%
Div Yield0.6%
XELXcel Energy Inc.
$80.67Price
Mkt Cap$50.35B
P/E23.6
ROE9.4%
Div Yield2.7%
EXCExelon Corporation
$47.57Price
Mkt Cap$48.67B
P/E17.4
ROE9.9%
Div Yield3.4%
EDConsolidated Edison, Inc.
$112.99Price
Mkt Cap$41.64B
P/E20.0
ROE8.8%
Div Yield2.9%
PEGPublic Service Enterprise Group Incorporated
$81.79Price
Mkt Cap$40.79B
P/E19.4
ROE12.8%
Div Yield3.1%
WECWEC Energy Group, Inc.
$117.68Price
Mkt Cap$38.33B
P/E24.4
ROE11.6%
Div Yield3%
PCGPG&E Corporation
$17.18Price
Mkt Cap$37.83B
P/E14.6
ROE8.6%
Div Yield0.6%
DTEDTE Energy Company
$153.84Price
Mkt Cap$32B
P/E21.8
ROE12.2%
Div Yield2.7%
AEEAmeren Corporation
$114.43Price
Mkt Cap$31.66B
P/E21.4
ROE11.3%
Div Yield2.5%
ATOAtmos Energy Corporation
$177.58Price
Mkt Cap$29.64B
P/E23.8
ROE9.3%
Div Yield1.9%
FTSFortis Inc.
$57.51Price
Mkt Cap$29.18B
P/E24.0
ROE7%
Div Yield1.8%
EIXEdison International
$75.74Price
Mkt Cap$29.14B
P/E6.6
ROE24.6%
Div Yield4.4%
NRGNRG Energy, Inc.
$138.01Price
Mkt Cap$29.12B
P/E34.4
ROE41.5%
Div Yield1.5%
CNPCenterPoint Energy, Inc.
$44.48Price
Mkt Cap$29.04B
P/E27.8
ROE9.6%
Div Yield2%
ESEversource Energy
$74.75Price
Mkt Cap$28.09B
P/E16.4
ROE10.7%
Div Yield3.9%
FEFirstEnergy Corp.
$48.39Price
Mkt Cap$27.99B
P/E27.5
ROE7.4%
Div Yield3.6%
PPLPPL Corporation
$36.39Price
Mkt Cap$27.38B
P/E22.7
ROE8.2%
Div Yield2.9%
AWKAmerican Water Works Company, Inc.
$134.82Price
Mkt Cap$26.33B
P/E23.7
ROE10.5%
Div Yield2.4%
CMSCMS Energy Corporation
$77.02Price
Mkt Cap$23.79B
P/E21.8
ROE11.6%
Div Yield2.9%
AXIAAXIA Energia S.A.
$10.32Price
Mkt Cap$23.21B
P/E23.4
ROE5.5%
Div Yield10.2%
Sector Outlook
Utilities Sector Outlook - Q1 2026
Updated Q1 2026
Rate-case outcomes and balance sheet discipline remain central. The sector regains favor quickly in risk-off environments, but quality utilities stand out by combining income with credible growth.
Look for earnings progression underneath the dividend story, not just a static yield trade.
Learn
Understanding the Utilities Sector
What Is the Utilities Sector?
Utilities provide essential electricity, gas, and water. Many are regulated monopolies with steadier revenues than cyclical sectors.
The defensive label can be misleading if you ignore balance sheets and regulation. Returns often depend on what regulators allow utilities to earn on infrastructure investments.
Utilities are evaluated on dividend yield, valuation, leverage, rate-base growth, and rate sensitivity rather than raw top-line growth.
How to Invest in Utilities Stocks
XLU is the simplest way to access the utility sector. Stock selection helps when comparing regulated electric, gas, water, and power companies with different generation mixes.
Key risks: higher rates, regulatory setbacks, elevated capital needs, weather variability, and project overruns. Valuations compress when bond yields become more competitive.
The screener helps compare dividend-paying utilities on profitability, size, and valuation. Balance yield against balance sheet quality and growth visibility.
Explore Further
Related Themes & Screens in Utilities
Frequently Asked Questions
Regulated electric, gas, and water companies plus selected power producers. The screener above shows the sector list sortable by cap, yield, and valuation.
Explore More
Other Market Sectors
Dive into other sector analyses with performance tracking, valuation metrics, and industry breakdowns.
Technology Sector Stocks: Performance, Valuations & Industry Comps
XLKScreen and research technology sector stocks with daily updated valuations, performance charts, and pre-filtered metrics for software, semiconductors, and hardware in 2026.
Healthcare Sector Stocks: Performance, Valuations & Industry Comps
XLVScreen and research healthcare sector stocks with daily updated valuations, performance metrics, and pre-filtered metrics for pharma, biotech, and medical devices in 2026.
Financial Services Sector Stocks: Performance, Valuations & Industry Comps
XLFScreen and research financial services sector stocks with daily updated valuations, yields, and pre-filtered metrics for banks, insurance, and payments in 2026.
Consumer Cyclical Sector Stocks: Performance, Valuations & Industry Comps
XLYScreen and research consumer cyclical sector stocks with daily updated valuations, margins, and pre-filtered metrics for retail, autos, and restaurants in 2026.
Consumer Defensive Sector Stocks: Performance, Valuations & Industry Comps
XLPScreen and research consumer defensive sector stocks with daily updated valuations, dividend yields, and metrics for food, household goods, and staples retail in 2026.
Energy Sector Stocks: Performance, Valuations & Industry Comps
XLEScreen and research energy sector stocks with daily updated valuations, free cash flows, and metrics for oil, gas, refining, and service companies in 2026.
Ready to Build Your Utilities Portfolio?
Use our powerful screener to filter Utilities stocks by market cap, valuation, profitability, and dozens of other fundamental metrics.
100+ Metrics
Valuation, growth, profitability, technicals
Daily Updates
Prices, fundamentals, and estimates refreshed overnight
Save & Share
Bookmark custom screens and track over time