UTES Charges 0.50% for AI Power Exposure: Is the Premium Worth It in 2026?

The Virtus Reaves Utilities ETF (NYSEARCA:UTES) is one of the only actively managed funds in the utilities category, and its 0.49% expense ratio sits near the top end of what utility investors will pay.

24/7 Wall Street • Jul 22, 2026

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

Utility ETFs Soar 8% YTD on AI Power Demand. Here's Which One to Buy

Utility stocks returned to focus in 2026 as artificial intelligence data center demand strained the power grid.

24/7 Wall Street • Jul 19, 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

AI Bubble Or Not, These Dividend ETFs Benefit From The Capex Waterfall

I see persistent debate over whether AI infrastructure spending is a bubble or a sustainable megatrend, with strong arguments on both sides. My current buy list includes three dividend growth ETFs positioned to benefit from AI trends regardless of bubble risk. I believe inflation remains primarily an oil-driven phenomenon, with the Fed facing unexpected pressure to hike rates rather than cut.

Seeking Alpha • Jun 13, 2026

UTES: AI-Driven Power Demand Growth Is Still In Early Innings

The Virtus Reaves Utilities ETF is an actively managed fund with strong exposure to regulated utilities and independent power producers. UTES is positioned to benefit from surging electricity demand driven by AI data center growth, supporting a strong long-term growth outlook. Despite a modest 1.5% yield, UTES offers supercharged dividend growth potential and has outperformed passive utilities ETFs in recent years.

Seeking Alpha • Jun 10, 2026

A Barbell Approach To Passive Income As Inflation Roars Back To Life

Inflation relentlessly erodes purchasing power, making dividend growth essential for income investors to maintain real income. A barbell strategy—combining moderate-yielding dividend growth stocks/ETFs and 6.5%+ yielding investment grade preferreds—offers both growth and current income. AI-driven capex by large-cap S&P 500 firms is powering economic growth and masking weakness among lower-income consumers.

Seeking Alpha • Jun 6, 2026

Virtus Reaves Utilities ETF Q1 2026 Commentary

The Virtus Reaves Utilities ETF increased 1.65% in the quarter, underperforming the S&P 500 Utilities Index, though it returned 25.49% over the last 12 months. Entergy and Meta significantly up-sized their existing generation development commitment by 5 gigawatts to support expanding data center development opportunities. Xcel Energy and Google announced a creative 1.9 GW partnership incorporating new renewables and long-duration energy storage to meet growing power demands.

Seeking Alpha • May 19, 2026

UTES: Utilities Dashboard For March

Water utilities appear undervalued by 18% versus historical baselines, while electric/multi utilities are overvalued by 18%, partially offset by quality. Virtus Reaves Utilities ETF offers a compelling active alternative for utilities exposure, outperforming XLU since inception with the risk of a concentrated portfolio. 10 utility stocks were cheaper than their peers in March.

Seeking Alpha • Mar 16, 2026

3 Utility ETFs With Massive Upside as Demand Keeps Soaring

Data center electricity consumption is on pace to exceed 1,000 terawatt-hours by 2030, up from just 460 TWh in 2024, and it will comprise 10% of the U.S.

24/7 Wall Street • Mar 10, 2026