NYSEARCA:XLE

Energy Select Sector SPDR Fund (XLE)

58.50
+0.56 (0.97%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Experts express mixed but generally optimistic views about the Energy Select Sector SPDR Fund (XLE-N). One analyst believes that rising oil prices, estimated to reach between $70 and $80, will be driven by global inventory replenishment and shifts in oil sourcing away from the Persian Gulf. Another expert points out that the fund should be considered for its historical performance rather than future oil price predictions, emphasizing its shareholder rewards and production growth. Additionally, recent upgrades in energy stocks reflect healthy earnings growth and reasonable valuations, despite potential risks tied to oil prices. Overall, geopolitical factors and corporate strategies create a promising outlook for the sector.

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Consensus
Positive
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Valuation
Undervalued
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Similar
CVX, Chevron
BUY
We need fossil fuels for a long time, like it or not.
SELL
She sold XLE, her biggest exposure to energy. She remains positive on energy, but the XLE chart was parabolic and unsustainable, so she took profits. Use covered calls to play energy stocks.
BUY
Energy is her top pick for 2022. She owns big positions in both ETFs (XLE and XOP). She sees more upside for energy in 2022. In recent years, energy names have been left for dead, pressured by ESG and global government regulations; energy has badly lagged gains in the Nasdaq in the last 10 years. If we get past Covid, there's a good chance that 12 months from, oil demand will outstrip supply. Lots of runway in energy to come.
COMMENT
XLE has large cap stocks in oil production area. It adds market beta to these names. Crude oil ETF only deals with crude. In the meltdown of oil, crude is still down when it is leveraged. DBO is not leveraged and is a good option for exposure. It also rolls contracts well to give exposure to general investors to oil.
BUY
The world is moving away from oil, but in the short term, there could be increased demand to supply. If oil is $60-$80, oil stocks are pretty cheap. Likes the sector to trade, but not for the long term. The biggest investors in green energy are these traditional energy companies.
SELL
He remains bearish oil and XLE.
SELL
He remains bearish oil and XLE.
COMMENT
Both the US and Canada governments are now less supportive of the energy sector overall. However, because of cut-back in capital expenditure, the reflation story is positive for the next year. Crude oil prices can climb to $50-$60. Ultimately, this will not be sustainable but you could be over-weight for the next 6-12 months.
PAST TOP PICK
(A Top Pick Apr 03/19, Down 4%) The supply demand case for energy is really quite strong but fundamentally investors are concerned about the future.
TOP PICK
It's an American oil ETF. XLE is well off its highs, so there's room to run. There's a month left in oil seasonality, so now is the time to buy.
PAST TOP PICK
(A Top Pick Feb 09/18, Up 4%) It is OK because it is US. Energy in the US is OK unlike Canada.
TOP PICK
He is looking for a rebound in oil and it is trading at three years lows. When something is this cheap it is worth looking at. It holds all the big US integrated stocks and avoids Canadian only energy holdings -- where he is not thrilled to be in right now. Yield (12-month) 3.5%.
PAST TOP PICK

(A Top Pick February 22/18 Up 16%) They took an even larger position in the Canadian sector, but took profit recently. The seasonal peak is from February 25 to May 9, so thinks this sector is due for a retracement. Inventories are being talked higher, so he thinks it is time to take profit on this one.

TOP PICK

If the price of oil starts to ramp up we will do just fine. This is a safer way to get into the energy sector. We came back to the November/December lows.

COMMENT

XLE-N vs. XOM-N. XLE-N is the US ETF on energy and is primarily 22% XOM-T. He sees very little growth going forward in XOM-N. He thinks there are better plays in the energy sector. He would be willing to gamble more on Canadian names that are so depressed in price. See Top Picks today.

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