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

ValuEngine Weekly Market Summary And Commentary

U.S. equity markets were mixed this week, with technology-led weakness weighing on the broader benchmarks while select defensive and energy-related areas held up better. The NASDAQ 100 ETF declined 2.30%, and the S&P 500 ETF slipped 0.79%, pressured by a 3.14% drop in Technology.

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

Sector ETFs to Win on Q2 Earnings Growth Potential

Q2 earnings are off to a strong start. Tech, Energy, Materials, Finance and Aerospace ETFs could shine as profit growth broadens across sectors.

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

3 Utilities Mutual Fund Buys as AI Drives Power Demand

BULIX, FSUTX and FKUTX gain traction as utilities ride defensive demand and AI-driven electricity growth, reshaping their role in 2026 portfolios.

Zacks Investment Research • Jul 14, 2026

This “Boring” ETF Could Be One of the Biggest Winners from the AI Boom

The State Street Utilities Select Sector SPDR ETF (XLU) has long been viewed as a defensive investment, preferred by investors seeking stable cash flows, consistent dividends, and lower volatility.

24/7 Wall Street • Jul 11, 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