FERC's Data Center Order Recalibrates The Utility And Infrastructure Income Playbook

US utility capital expenditure is tracking toward approximately 1.3 trillion dollars through 2030, according to an April 2026 forecast from S&P Global Market Intelligence. A tripling of data center power demand within five years requires transmission, generation, and distribution investment on a timeline that utilities are only now beginning to fully underwrite into their capital plans.

Seeking Alpha • Jul 22, 2026

Why The Grid Could Make Or Break The Electro-Tech Revolution

Electricity is becoming a stronger economic growth engine, powering AI data centres, EVs, heat pumps and industrial decarbonisation. But grids aren't keeping up.

Seeking Alpha • Jul 11, 2026

A Nifty Utilities ETF With Data Center Inroads

The evolution of the artificial intelligence (AI) trade breathed new life into the once-sleepy utilities sector. It was once seen a boring bond-like group made for risk-averse income investors.

ETF Trends • Jul 6, 2026

Top-Ranked Utility ETFs Poised to Benefit From Recent Fed Rate Cut

A third Fed rate cut this year is boosting utilities, making diversified Utility ETFs like XLU an attractive way to tap lower borrowing costs and steady dividends.

Zacks Investment Research • Dec 16, 2025

These Are The 10 Best Performing Utilities ETFs

Investing in companies operating in the utilities industry is a preferred option for income investors.

24/7 Wall Street • Sep 23, 2022

Utility ETFs Scaling New Highs

Although the broad stock market has staged a nice comeback from the worst first-half performance, volatility and uncertainty persist, and the utilities sector is making the most of it.

Zacks Investment Research • Aug 19, 2022

Utilities Sector Anything But Boring This Year

The normally sleepy utilities sector has been anything but boring this year. In fact, it's one of the best-performing groups in the S&P 500.

ETF Trends • Apr 20, 2022

Vehicle & Parts Production Plunged To Lowest Since Lockdown; Oil & Gas Has New Script

Industrial production – manufacturing output, oil-and-gas extraction, mining, and gas and electric utilities – fell 1.3% in September from August, pushed down by production of motor vehicles and parts, which plunged 7.2% for the month, and by oil and gas extraction, which fell 3.8%. Manufacturing of motor vehicles and parts has been hobbled all year by supply semiconductor shortages that have led to rotating shutdowns of parts manufacturing operations and assembly plants.

Seeking Alpha • Oct 19, 2021

Utilities Stocks, ETFs Deserve More Love

Despite low bond yields, which historically favor utilities stocks, the sector is an obvious laggard this year. That doesn't mean it's slumping.

ETF Trends • Sep 10, 2021

The Utilities Sector Offers Surprising Diversification, Stability

Many investors may think of direct sector participation as the antithesis of diversification. After all, a dedicated sector exchange traded fund, such as the Invesco DWA Utilities Momentum Portfolio (NASDAQ: PUI) only features stocks from the underlying sector.

ETF Trends • May 20, 2021