Utility stocks are market leaders so far in 2025. 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.
Invest Smarter! Join Conrad’s Utility Investor!
Smart investing. Taking advantage of real opportunities and not fads (and knowing the difference). Finding the companies and stocks that will deliver for the long haul, so investing lets you live instead of investing turning into your life. Roger Conrad has dedicated his career to these principles—and that’s what Conrad's Utility Investor delivers.
Roger's favorite utilities for investors seeking superior price appreciation by taking calculated risks.
Harness the tried and true wealth-building power of rising dividends.
Nothing compounds wealth like reinvesting a rising stream of dividends.
Warning: Falling Dividends.
Roger's current take and vital statistics on more than 200 essential-services stocks.