3 European Utility Stocks Investors Are Watching As Power Prices Stay High
Published . Updated .
European energy has become a high-stakes story again, with gas storage short of EU targets and benchmark prices above €100/MWh rippling through bills, budgets and business models. That kind of strain can punish some stocks while handing pricing power to others. This article
Directly affected
- No company is named in this report.
Indirectly affected
- XLU Utilities Select Sector SPDR+3.0% 30d
Utilities Select Sector SPDR: it holds power utilities. Linked by “power prices” (power and utilities) in this story.
- UNG United States Natural Gas Fund-11.6% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “gas” (natural gas) in this story.
- VGK Vanguard FTSE Europe ETF
Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“european”).
- NEE NextEra Energy+3.3% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story.
- DUK Duke Energy+7.5% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story.
- SO The Southern+9.0% 30d
The Southern (electric services): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story.
- NGG National Grid+1.6% 17d
National Grid (natural gas transmission, with business in Europe): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story.
- EQT Eqt+4.2% 30d
Eqt (crude petroleum and natural gas): gas producers and exporters earn more when gas prices rise. Linked by “gas” (natural gas) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLU | -1.89% | -1.22% | base | after close | after close | after close | after close |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| VGK | -1.15% | +0.07% | base | after close | after close | after close | after close |
| NEE | -3.09% | -3.43% | base | after close | after close | after close | after close |
| DUK | -2.79% | -1.95% | base | after close | after close | after close | after close |
| SO | -2.10% | -1.72% | base | after close | after close | after close | after close |
| NGG | -3.12% | -0.32% | base | after close | after close | after close | after close |
| EQTNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
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3 European Utility Stocks Investors Are Watching As Power Prices Stay High Yahoo Finance
Source: Yahoo Finance
The price since 3 Nov 2026: Select Sector Spdr Tr (XLU) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Duke Energy (DUK) | three days earlier | -1.95% | final price |
| Duke Energy (DUK) | five days earlier | -2.79% | final price |
| Nextera Energy (NEE) | three days earlier | -3.43% | final price |
| Nextera Energy (NEE) | five days earlier | -3.09% | final price |
| National Grid (NGG) | three days earlier | -0.32% | final price |
| National Grid (NGG) | five days earlier | -3.12% | final price |
| Southern (SO) | three days earlier | -1.72% | final price |
| Southern (SO) | five days earlier | -2.10% | final price |
| Vanguard Intl Equity Index F (VGK) | three days earlier | +0.07% | final price |
| Vanguard Intl Equity Index F (VGK) | five days earlier | -1.15% | final price |
| Select Sector Spdr Tr (XLU) | three days earlier | -1.22% | final price |
| Select Sector Spdr Tr (XLU) | five days earlier | -1.89% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 32 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 50 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 62 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Duke Energy (DUK) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Duke Energy (DUK), worth $1,001 - $15,000 on 24 Aug 2026. That is 71 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Southern (SO), worth $250,001 - $500,000 on 21 Aug 2026. That is 74 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Southern (SO), worth $1,001 - $15,000 on 10 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 27 Aug 2026. That is 68 days before publication. Filed 14 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought EQT, worth $1,001 - $15,000 on 17 Aug 2026. That is 78 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold EQT (held by a spouse), worth $1,001 - $15,000 on 14 Aug 2026. That is 81 days before publication. Filed 14 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLU)
Companies tied to this story
- XLU Select Sector Spdr Tr
For “3 European Utility Stocks Investors Are Watching As Power Prices Stay High,” Select Sector Spdr Tr (XLU) is linked, with no stored direction, medium confidence. Reason on file: Utilities Select Sector SPDR: it holds power utilities. Linked by “power prices” (power and utilities) in this story
- VGK Vanguard Intl Equity Index F
For “3 European Utility Stocks Investors Are Watching As Power Prices Stay High,” Vanguard Intl Equity Index F (VGK) is linked, with no stored direction, medium confidence. Reason on file: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“european”)
- NEE Nextera Energy
For “3 European Utility Stocks Investors Are Watching As Power Prices Stay High,” Nextera Energy (NEE) is linked, with no stored direction, medium confidence. Reason on file: NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story
- DUK Duke Energy
For “3 European Utility Stocks Investors Are Watching As Power Prices Stay High,” Duke Energy (DUK) is linked, with no stored direction, medium confidence. Reason on file: Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story
- SO Southern
Southern (SO) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “3 European Utility Stocks Investors Are Watching As Power Prices Stay High.” Reason on file: The Southern (electric services): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story
- NGG National Grid
National Grid (NGG) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “3 European Utility Stocks Investors Are Watching As Power Prices Stay High.” Reason on file: National Grid (natural gas transmission, with business in Europe): power demand and prices drive utility earnings. Linked by “power prices” (power and utilities) in this story
Select Sector Spdr Tr (XLU)
“3 European Utility Stocks Investors Are Watching As Power Prices Stay High” (3 Nov 2026) reaches Select Sector Spdr Tr (XLU) through this story.
Select Sector Spdr Tr (XLU) is on the page because Utilities Select Sector SPDR: it holds power utilities. Linked by “power prices” (power and utilities) in this story
Vanguard Intl Equity Index F (VGK) is here too. Its reason reads: Vanguard FTSE Europe ETF holds stocks listed in Europe, which this story is about (“european”)
Price levels for Select Sector Spdr Tr (XLU)
NEE traded between 75.91 and 84.39 across 20 sessions. The latest close on file is 83.75. XLU traded between 39.05 and 42.88 across 20 sessions. The latest close on file is 42.56.
How strong the case is around Select Sector Spdr Tr (XLU)
46 out of 100
“3 European Utility Stocks Investors Are Watching As Power Prices Stay High” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.