Forget XLU: These 3 Utility Dividend Stocks Offer More Exposure to AI

XLU gives you exposure to over 30 utilities, but the AI data-center boom is quietly concentrating inside just a handful of them, and owning the fund means paying for a lot of names that will miss the surge entirely.

24/7 Wall Street • Aug 31, 2026

NextEra Energy vs. AEP: Which Electric Power Stock Has More Upside?

NextEra Energy tops AEP with stronger earnings revisions, higher margins and ROE, and a larger capital investment plan despite its premium valuation.

Zacks Investment Research • Aug 28, 2026

HOOSIERS EXPECTED TO SEE SAVINGS AS I&M ADVANCES ONE OF THE NATION'S LARGEST RATE REDUCTION PLANS

FORT WAYNE, Ind., Aug. 26, 2026 /PRNewswire/ -- The state of Indiana has called on utilities to take action to make energy more affordable, and Indiana Michigan Power (I&M) is meeting that call with a plan to deliver savings and stability for customers.

PRNewsWire • Aug 26, 2026

GE Vernova vs. American Electric Power: Which Power Stock Has the Edge?

Both GEV and AEP are positioned to benefit from surging electricity demand, AI data centers, and the massive U.S. grid expansion.

Zacks Investment Research • Aug 25, 2026

Peter Thiel's $418 Million Bet On These 8 Companies Reveals AI's Biggest Bottleneck

Thiel Macro LLC resurfaced in mid-August with a $418.7 million book spread across exactly eight positions as of June 30, 2026, according to 13f.info's rendering of the filing.

24/7 Wall Street • Aug 24, 2026

Carl Icahn Trims JetBlue, AEP Stakes While Sitting Out New Stock Bets

Carl Icahn‘s latest portfolio update is notable less for what he bought than for what he didn't. The billionaire activist investor made no new stock purchases during the second quarter, instead trimming positions in JetBlue Airways Corporation (NASDAQ:JBLU) and American Electric Power Company, Inc. (NASDAQ:AEP) while leaving the rest of his concentrated portfolio largely intact, suggesting a quarter focused on selective risk reduction rather than fresh activist bets.

Benzinga • Aug 17, 2026

Utility ETFs to Buy as Rapid AI Buildout Sparks Energy Crisis

AI's power surge is creating a major growth opportunity for utilities, and ETFs like IDU offer diversified exposure to the trend.

Zacks Investment Research • Aug 14, 2026

3 Dividend Stocks Ready to Pay You – If You Buy Them This Week

Three well-known dividend payers share a single deadline this week. SiriusXM (NASDAQ:SIRI | SIRI Price Prediction), American Electric Power (NASDAQ:AEP), and Timberland Bancorp (NASDAQ:TSBK) all go ex-dividend on Monday, August 10.

24/7 Wall Street • Aug 5, 2026

American Electric Power: Contracted Load And Rate Base Growth

American Electric Power remains a buy, driven by 69 GW of contracted load and a $78B capital plan supporting robust rate-base growth. Management raised FY2026 operating EPS guidance to $6.25–$6.55, reaffirming 7%-9% annual growth and targeting >9% CAGR through 2030. Contracted demand, especially from data centers, is increasingly formalized with strong regulatory and collateral protections, minimizing counterparty risk.

Seeking Alpha • Aug 5, 2026

American Electric Power Is Expensive And Missed On The Bottom Line - But Don't Sell

American Electric Power missed Q2 EPS estimates, but I do not think it impacts the overall investment thesis and the growth story for the next 5 years. AEP's forward guidance reflects confidence in continued demand and operational stability. The stable dividends and predictable cash flows remain attractive, but the valuation indicates a significant growth premium.

Seeking Alpha • Aug 4, 2026