Exxon Mobil

Chevron

ConocoPhillips

Williams

ONEOK

EOG Resources

Schlumberger

Phillips 66

Kinder Morgan

Marathon Petroleum

Energy Select Sector SPDR Fund

XLE tracks a market-cap-weighted index of US energy companies in the S&P 500.

Midstream and Energy have both been on a strong run in recent years. We compare the sectors in light of current macro factors. We then take a look at representative ETFs (XLE and AMLP) and share which is worth buying today.

Energy Vs. Midstream - XLE Vs. AMLP: Only One Is A Buy

Energy sector stocks, particularly those in the Energy Select Sector SPDR Fund ETF, often move in sync with commodities but can show divergence due to capitalization weighting. XLE is highly concentrated, with the top two holdings making up over 40% of the ETF, leading to potential misinterpretation of sector performance. Despite strong historical returns, XLE's current valuation and yield suggest it is not particularly cheap, needing a catalyst for significant movement.

XLE: Cheap, But No Catalyst Yet (Technical Analysis)

Canadian Natural Resources

Devon Energy

Diamondback Energy

Landbridge Co LLC

Occidental Petroleum

Texas Pacific Land Trust

Viper Energy Partners LP

U.S. oil production has surged since 2008, making the country a top energy producer. Political shifts could affect future output, but growth is likely to slow. Producers now prioritize profitability over expansion, reducing CapEx and focusing on free cash flow, making supply growth slower but more sustainable. Energy stocks are undervalued with strong dividend yields. Despite weak oil prices, the long-term fundamentals of these companies remain very attractive.

Why Energy Stocks Are The Ultimate Undervalued Dividend Play Right Now

iShares Global Clean Energy ETF

AdvisorShares Pure US Cannabis ETF

SPDR S&P Homebuilders ETF

Financial Select Sector SPDR Fund

There will only be two presidential debates this election cycle now that former President Donald Trump declined to debate Vice President and Democratic nominee Kamala Harris a second time. The first debate yielded a clear winner in Trump, while the second one was decidedly positive for Harris, given her surge in the polls in the following days. Because each candidate received a notable bump in the polls after their respective “wins,” investors got a sneak peek into the sectors that stand to benefit most from either administration.

Which Sectors Stand to Benefit From Election Outcomes

Oil heads for its first weekly gain in a month buoyed by Hurricane Francine but fails to spur energy ETFs.

Rise in Oil Price Fails to Lift Energy ETFs: What's Ahead?

Alerian MLP ETF

Alerian Energy Infrastructure ETF

Midstream has remained resilient as oil prices have fallen in recent weeks. Despite weakening oil prices, the midstream segment has remained defensive and has held up better than other energy subsectors.

Midstream Is Resilient as Oil Prices Fall

Communication Services Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Sector-oriented exchange-traded funds (ETFs) offer a way to gain exposure to an entire portfolio of companies that may be benefiting from trends in the market. They provide diversification from the business-specific risk of investing in just individual companies.

Analysts Recommend These 3 Sector ETFs for Long-Term Growth

Among the hardest hit were Diamondback Energy, APA Corporation, and ExxonMobil. with shares of each falling around 4% on Tuesday.

Oil Stocks Crash After OPEC Revises Demand Forecast Downward

United States Oil Fund LP

SPDR S&P Oil & Gas Exploration & Production ETF

US oil production is finally showing signs of peaking. Since early 2023, almost all production growth has resulted solely from productivity gains. The rig count, frac spreads, drilled but Uncompleted Well count and Completed Well count are now all. Expect shale to continue to grow marginally in the short-term, but average growth is likely to surprise to the downside from here. Productivity gains will eventually catch up to geology.

US Oil Production Is Slowing, The Ramifications Will Be Significant

SPDR Gold Trust

SPDR Bloomberg Enhanced Roll Yield Commodity Strategy NO K-1 ETF

On Thursday, State Street Global Advisors unveiled its SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF (CERY).  “As investors increasingly turn to ETFs to optimize their portfolios, we're excited to be expanding our SPDR ETF offering to help them create better outcomes,” noted Anna Paglia, chief business officer at State Street Global Advisors.

State Street's New ETF Offers Diverse Commodity Exposure

Proshares S&P Kensho Cleantech ETF

VanEck Energy Income ETF

Strive Faang 2 0 Etf

Roundhill Alerian LNG ETF

Range Global LNG Ecosystem Index ETF

Range Nuclear Renaissance Index ETF

VanEck Vectors Oil Services ETF

Invesco Solar ETF

Reaves Utilities ETF

Vanguard Energy ETF

Energy companies have put up mixed results for the latest quarter. Some have outperformed expectations and others have significantly underperformed.

Energy Earnings: Mixed Results Lead to Mixed ETF Returns

The energy sector and the Energy Select Sector SPDR® Fund ETF in particular have underperformed the market over the past year. Investors should be mindful of XLE's extreme concentration into just two Oil & Gas companies and all the pros and cons associated with that. Improving business fundamentals within the Oil & Gas sector are likely to result in the XLE closing the performance gap with other sector ETFs.

XLE: Recent Underperformance Is Not Indicative Of Future Returns

Second level thinking is crucial for superior investment performance, requiring insights beyond what the market has already priced in. The AI boom and European energy shifts highlight the potential in the US energy sector, particularly natural gas. The Energy Select Sector SPDR Fund offers diversified exposure to the energy sector with a strong financial stability profile.

XLE: Second Level Thinking

Avantis International Small Cap Value ETF

Avantis U.S. Small Cap Value ETF

Vanguard Total Bond Market ETF

Angel Oak Income ETF

Capital Group Dividend Value ETF

Pacer US Cash Cows 100 ETF

iShares 7-10 Year Treasury Bond ETF

Janus Henderson AAA CLO ETF

Janus Detroit Street Trust-Janus Henderson B-BBB CLO ETF

iShares iBoxx $ Investment Grade Corporate Bond ETF

Global X MLP & Energy Infrastructure ETF

Cohen & Steers Quality Income Realty Fund

Vanguard Small Cap Value ETF

Vanguard Real Estate ETF

Vanguard Value ETF

Vanguard Total International Stock ETF

Vanguard International High Dividend Yield ETF

Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.

Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024

Wall Street investors began adjusting their strategies in anticipation of potential economic and market shifts should former President Donald Trump regain the presidency. The phenomenon, labeled the “Trump trade,” includes a focus on sectors likely to thrive — informally known as Trump victory stocks.

The 3 Top Trades to Make if Trump Wins in November

Donald Trump's support for oil and gas exploration makes the XLE ETF a safe play. It won't be wrong to call it the 'Trump ETF'

Best energy ETF for a Trump presidency: Will XLE shine amidst pro-oil policies?

The energy sector rebounded strongly post-COVID crash, driven by Russia-Ukraine conflict, Middle East tensions, U.S. economy, and high inflation. The outlook for energy stocks — and especially energy dividends — remains very bullish. We share some attractive ways to profit from this outlook, including investing in The Energy Select Sector SPDR® Fund ETF.

Very Good News For Energy Dividend Stocks: XLE

Oil is a major driver of global inflation and recession, with oil price shocks contributing significantly to inflation variations. Goldman Sachs predicts peak oil demand is a decade away, driven by petrochemicals and specialized refined products, with gasoline demand expected to peak before 2030. OPEC reaffirms expected oil demand growth, with a potential for oil prices to reach over $100 in a high global growth environment.

$100 Oil? XLE Is The One-Stop Shop For The Energy Bull Market

Crude oil has been in a good uptrend off the June low but energy stocks have struggled in a big way.  We can see this in a number of reversals unfolding around the energy complex.

Energy Sector ETFs: Downtrend and Reversal Highlight Underperformance

Global X Artificial Intelligence & Technology ETF

Materials Select Sector SPDR Fund

After a prolonged period of relative weakness for value stocks, the stage is set for them to shine. The materials sector has been held back by economic worries that are starting to abate.

4 ETFs That Are Screaming Buys in July

APA Corporation

Baker Hughes Co

Coterra Energy

Halliburton

Hess

Marathon Oil

Targa Resources

Valero Energy

The energy sector underperformed the S&P500 in Q2 2024, continuing a trend that started earlier, and this is likely to continue heading into H2 2024. There are a number of factors that seem to be weighing on the energy sector, although some stocks are affected more than others. Crude oil is hemmed in between two opposing forces, which are both trying to impose their influence on prices.

Energy Stocks: Winners And Losers At The Beginning Of H2 2024

iShares Russell 2000 ETF

iShares 20+ Year Treasury Bond ETF

Most of the market attention remains with the technology sector today, where all of 2024 has been centered around every stock related to artificial intelligence, particularly those in the chip and semiconductor space. When reading this, most investors probably thought of NVIDIA Co. NASDAQ: NVDA and other names in that space, but that wave could soon be over.

Savvy Investors' Rate Cut Portfolio: Bonds, Small Caps, Energy

Agree Realty

American Tower

AvalonBay Communities

Brookfield Asset Management

Cullen/Frost Bankers

Comcast

Camden Property

CareTrust REIT

Dollar General

SPDR Dow Jones Industrial Average ETF

Dollar Tree

Essex Property Trust

InvenTrust Properties Corp

Mid-America Apartment Communities

Invesco QQQ

Rexford Industrial Realty

SPDR S&P 500 ETF Trust

Sempra Energy

Welltower

Walmart

Economic data suggests a recession may be looming, with signs of weakening in the labor market and consumer spending. Investing based on politics is not recommended, as market reactions to political events can be unpredictable and counterintuitive. The resurgent trade war is expected to have negative impacts on the economy, with potential inflation and job losses.

8 Stocks I'm Buying As A Resurgent Trade War Looms

Cleveland-Cliffs

Capital One

Discover

Live Nation

Nucor

After a shaky debate performance from President Biden, stocks that could be winners in a Trump presidency are rallying Friday. Green energy stocks are lower.

‘Trump' Stocks Are Rising: Banks, Managed Care, Steel

VanEck Vectors Semiconductor ETF

Industrial Select Sector SPDR Fund

The sharp selloffs some sectors have been seeing relative to the broader market could be a sign of underlying weakness, but Janney analyst Dan Wantrobski says they are actually presenting near-term buying opportunities.

These sectors have fallen enough to start looking attractive, chart watcher says

News for Energy Select Sector SPDR Fund ETF (XLE)