NextEra: A Strong Q1, Shares Now Undervalued, Upgrading To Buy

Core Insights - The Utilities Select Sector SPDR ETF (XLU) has shown strong performance over the past year, particularly as the S&P 500 has rallied through 2024, indicating a robust interest in the power-generating sector in 2025 [1] Group 1: Performance Analysis - XLU has been a consistent performer, benefiting from the overall market rally and demonstrating significant alpha in the power-generating space [1] Group 2: Market Context - The article highlights the macro drivers influencing asset classes, including stocks and commodities, which are critical for understanding the current investment landscape [1]