Not only is the capitalization weighted Utilities SPDR ETF (XLU) more than 10 percentage points ahead of the S&P 500. But four in five Utility Report Card stocks are well in the black.
Roughly 60 percent are up by a double-digit percentage. So are the model portfolio companies, which on average are beating the S&P by an even wider 12-point margin.
Utilities are out front for good reason. The US versus the world trade war combined with lingering inflation pressure and signs of weaker economic growth have increased the appeal of safety, reliability and yield. And with close to 90 percent of our coverage universe reporting Q1 results, every regulated US utility has either affirmed or increased its guidance.
Next Issue : Jun. 9, 2025View Past Issues 
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Alert
Utility Stocks are Volatile But Business is Booming
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Income Insights
Nuclear Energy's AI Data Center Boom is Overblown
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Income Insights
Big Tech Capex Boom - My Interview with Jason Burack
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Income Insights
What to Make of Takeover Tuesday
There was an explosion of takeover activity in the Utility Report Card coverage universe today. Here’s a look at four deals announced today and what they mean for us.
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Income Insights
The Rest of Portfolio Q1 Earnings: What You Need to Know
Yesterday, I posted the May issue of Conrad’s Utility Investor, highlighting what’s important from Q1 results and guidance updates for 29 Portfolio recommendations. Since then, seven more of top picks have released results.
MODEL PORTFOLIOS & RATINGS
Aggressive Income Portfolio
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Conservative Income Portfolio
Harness the tried and true wealth-building power of rising dividends.
Top 10 DRIPs
Nothing compounds wealth like reinvesting a rising stream of dividends.
Endangered Dividends List
Warning: Falling Dividends.
Utility Report Card
Roger's current take and vital statistics on more than 200 essential-services stocks.
Conrad's Utility Investor
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