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

Time for HALO Sectors & ETFs?

HALO stocks are gaining favor as investors rotate toward tangible assets and AI-resistant businesses. Here are ETFs to play the trend.

Zacks Investment Research • Jul 16, 2026

Utilities Keep Flipping The Breadth Switch

The Utilities sector of the S&P 500 slid 0.98% yesterday, making it the index's worst-performing sector. Just 5 of 31 member stocks finished higher as the percentage of stocks trading above their 50-DMAs sank from 93.5% to 67.7%, a one-day drop of 25.8 percentage points.

Seeking Alpha • Jul 16, 2026

Should You Invest in the Vanguard Utilities Index Fund ETF Shares (VPU)?

If you're interested in broad exposure to the Utilities - Broad segment of the equity market, look no further than the Vanguard Utilities Index Fund ETF Shares (VPU), a passively managed exchange traded fund launched on January 26, 2004.

Zacks Investment Research • Jul 13, 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

XLU vs. VPU: Which Utilities ETF Best Powers the AI Data-Center Boom?

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).

24/7 Wall Street • Jul 8, 2026

3 Utility ETFs to Buy Now as AI Data Centers Trigger a 1970s-Scale Power Buildout

US electricity demand grew roughly flat for a decade. That ended once hyperscalers began signing twenty-year power purchase agreements to feed AI training clusters.

24/7 Wall Street • Jul 6, 2026

VPU: Emergency Electricity Curbs Support Greater Secular Profit-Making Opportunities

Vanguard Utilities Index Fund ETF is positioned to capitalize on surging U.S. electricity demand driven by data centers, electrification, and commercial growth. VPU offers broad utilities sector exposure, a low 0.09% expense ratio, and trades at a forward PE of 17x, below the S&P 500's 21x. Top VPU holdings like NEE, SO, and DUK project robust 5%–9% annual EPS growth and aggressive capital investments through 2030.

Seeking Alpha • Jul 6, 2026