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Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.

Wildfires are putting America’s aging electric grid under mounting strain at a time when power demand is soaring.

Xcel Energy has delivered a 41.5% gain over the past three years, a solid showing for a regulated utility stock. That performance puts fresh focus on what investors are really paying for today. The central question now is whether the current share price around US$74 is adequately supported by the dividend stream that Xcel Energy is expected to deliver over time. The 41.5% return over three years puts meaningful weight on the idea that a large share of future investor outcomes may depend on...

This article first appeared on GuruFocus. Xcel Energy Inc (NASDAQ:XEL) recently announced a total dividend of $0.59 per share, with the ex-dividend date set for 2026-09-15. This includes a $0.59 per share cash dividend payable on 2026-10-20.

Data centers are doubling their power demands almost overnight, and regulated utilities that lock in long-term supply contracts stand to collect that revenue for decades. Five names are positioned at the center of this shift, but each carries a different risk that could make or break your income stream.

Xcel Energy hands retirees a quarterly check that has grown every single year, but wildfire lawsuits, a $60 billion spending plan, and a 10-Year Treasury above 4% raise fair questions about whether that streak holds.

Xcel Energy's $70B-plus 2026-2030 investment plan targets 11% rate-base CAGR and 6-8% annual earnings growth through 2030.

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.

Form Energy’s fundraising has surpassed $2 billion for batteries that can continuously run for 100 hours.

Despite underperforming the S&P 500 over the past year, Xcel Energy continues to earn strong support from Wall Street.

While a debit spread on XEL stock is a risky proposition, the derivative may be wildly underpriced.

Michigan's data center buildout is reshaping the math for one overlooked regulated utility, and most defensive-sector investors haven't caught on yet. Here is where we see DTE Energy heading before the year ends.

Data center pipeline expansion and $70 billion investment plan take center stage.

Xcel Energy (NasdaqGS:XEL) has appointed Peter Carter, president of Delta Air Lines, to its board of directors. Carter brings senior leadership and corporate governance experience from a major U.S. airline to the utility's board. The appointment represents a corporate governance development for Xcel Energy stakeholders. Xcel Energy operates as a regulated utility with exposure to electricity and natural gas services, an area that remains central to everyday economic activity. Investors...

Moby summary of Xcel Energy Inc.'s Q2 2026 earnings call

Data center pipeline expansion and $70 billion investment plan take center stage.

Xcel Energy Inc (XEL) reports Q2 2026 EPS of $0.93, up from $0.75 year-over-year, and updates EPS growth target to "9% plus" through 2030.

Xcel Energy (NASDAQ:XEL) reported second-quarter 2026 earnings of $0.93 per share, up from $0.75 per share a year earlier, as higher electric revenues, allowance for funds used during construction (AFUDC), and lower depreciation and amortization more than offset increased financing costs. The utili

Xcel (XEL) delivered earnings and revenue surprises of +17.72% and -13.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

What is the best mix of power generation to build and use in the years ahead? For U.S. integrated electric utilities balancing reliability, affordability, and state and federal policy, resource plans are the answer. But like with any model, these plans are only as robust as the information that is fed into them. Investors are […]

XEL's Q2 earnings are expected to have risen on stronger demand, new rates and grid investments, though higher financing costs may have tempered growth.

Investing.com -- Global data center capacity is set to expand far faster than previously expected over the rest of the decade, driven by surging AI infrastructure demand, but supply is still likely to remain tight as hyperscalers and emerging cloud providers race to secure computing power.

Xcel Energy has delivered a solid 42.3% return over the past three years, yet the latest valuation checks suggest the stock may be pricing in a full outlook, with the Dividend Discount Model (DDM) pointing to a premium to its intrinsic value and market multiples sitting closer to fair. Over the past three years, Xcel Energy shareholders have seen a 42.3% total return, which puts recent gains front and center in any valuation view. Future revenue and cash flow expectations from regulated...

Xcel (XEL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Recent commentary around Xcel Energy (XEL) has sharpened attention on how the utility is positioned at the intersection of clean power development, expanding data center and AI infrastructure needs, and evolving regulatory and balance sheet pressures. See our latest analysis for Xcel Energy. At a share price of US$80.19, Xcel Energy has seen steady positive momentum, with a 7.38% year to date share price return and a 5 year total shareholder return of 36.90%. This suggests that recent clean...

In July 2026, Yotta 2026 released the full agenda for its Las Vegas conference on AI, energy, and digital infrastructure, highlighting Xcel Energy’s role in shaping discussions on powering AI infrastructure at scale across chips, data centers, and grid systems. At the same time, Xcel Energy has been profiled as a key US nuclear and clean energy utility with a US$60.00 billion capital program focused on carbon-free generation and grid upgrades, though this is balanced by wildfire-related...

MGE wants a new rate for data centers to ensure existing customers do not pay for their energy infrastructure.

Xcel Energy is set to report Q2 earnings soon, with analysts expecting single-digit EPS growth.

Xcel Energy Inc. (NASDAQ:XEL) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. Xcel Energy Inc. (NASDAQ:XEL) is a major US electricity and natural gas company with operations in 8 Western and Midwestern states. On June 23, Mizuho lowered its price target on Xcel Energy Inc. (NASDAQ:XEL) from $94 […]

With an annual dividend yield of 2.90%, Xcel Energy Inc. (NASDAQ:XEL) is included among the 12 Best NASDAQ Stocks to Buy for Dividends. Xcel Energy Inc. (NASDAQ:XEL) is a major US electricity and natural gas company with operations in 8 Western and Midwestern states. On June 24, Morgan Stanley upped its price target on Xcel Energy […]