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Utilities: A once-in-a-generation opportunity?

Key takeaways

  • After finishing 2023 as the lowest-performing sector in the S&P 500®, utilities roared back in the second half of 2024.
  • In 2024, the market’s perception of utilities shifted dramatically, mainly due to the potential boost from artificial intelligence and energy demand needed to support it.
  • After experiencing anemic power demand growth of 1% to 2% annually for the past decade, utilities have the potential to grow 6% to 8% annually over the next 10 years.

America has reached an exciting inflection in power demand and the outlook for utilities is bright. Electrification and the growth of artificial intelligence are driving a possible once-in-a-generation opportunity for exponential growth potential in the sector.

After a decade of anemic growth in power demand of roughly 1% to 2% annually, these multiyear trends are propelling power demand growth estimates for utilities up to 6% to 8% annually over the next 10 years. This growth in power demand has the potential for improved earnings growth and durable multiple expansion for utilities.

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Surging demand launched utilities to the top in 2024

As we began the calendar year 2024, the utilities sector was trading near its lowest valuation since 1999, at a roughly 15% discount to the S&P 500. Elsewhere, the stocks of higher-growth-oriented companies, deemed to be the best-positioned to benefit from the boom in generative artificial intelligence, were dominating US stock markets.

Throughout the year, the market’s perception of utilities shifted slowly but dramatically, mainly due to the potential boost from AI and energy demand needed to support this burgeoning area of technology. When the market began to recognize how potent a growth driver this could be for the sector, utilities with exposure to AI rallied solidly.

A notable uptick in volatility also benefited the utilities sector. Continued concerns about the strength of the US consumer and economy, as well as the magnitude of anticipated dips in US interest rates helped boost returns for utilities in 2024. Historically, utilities have had the least economic sensitivity among the 11 equity market sectors. In addition, the sector has historically had a lower beta relative to other sectors to the broad market—meaning it is less correlated to broad equity market movement. These qualities proved attractive to investors during a dynamic year.

The year-to-date price return for the utilities sector was 24.7% as of Dec. 09, 2024, compared to 23.1% for the S&P 500.
Past performance is no guarantee of future results. Utilities sector performance is represented by the S&P Utilities Select Sector Index. Data as of Dec. 09, 2024. Source: S&P Dow Jones Indices, a division of S&P Global.

Strong tailwinds for utilities

Artificial intelligence. The rapidly developing technology of artificial intelligence is proving to be a significant boost to predicted energy demand over the next decade. AI requires immense computational power, storage space, and low-latency networking for training and running models. These applications are usually hosted in data centers. As AI continues to become more ubiquitous, the energy demands from data centers will grow exponentially, which I believe will translate to higher earnings growth for certain utilities.

Driven by these trends, energy demand is forecasted to grow over 38% over the next 2 decades. Regulated utilities will need to build new power plants to satisfy this surge in demand. Deregulated utilities should also benefit. As reserve margins are tightening, power prices for existing energy should also increase.

The primary risk to this uptick in growth for utilities is regulatory. The US government will be looking to keep electricity pricing affordable and accessible for consumers and businesses. At the same time, a new administration begins in 2025, and partisan politics could impact government funding through subsidies and certain tax credits, which may be likely under a Trump administration.

Sustainably rising demand. Since the mid-2000s, electricity demand has been flat, mainly due to increases in energy efficiency. As the US began to transition its energy fleet away from coal-fired plants to renewable energy sources in the last decade, the outlook for energy demand—and utilities—began to brighten. The government, businesses, and consumers are turning to electricity to fuel their vehicles, homes, workplaces, and factories. In 2022, the US began seeing power demand sustainably rising for the first time in over a decade.

Electricity demand is at an inflection point. US power demand is expected to grow over 38% over the next 2 decades.
Source: NextEra Energy 2024 Investor Day: McKinsey Energy Solutions Global Energy Perspective 2023; Energy Information Administration, Annual Energy Outlook 2023.

That said, these durable trends will continue to push energy demand higher regardless of any shifts in governmental leadership in the US, and there are several companies that may be poised to benefit from them. Many of these are in the electric utilities, independent power producers and energy traders, and renewable energy groups.

Florida-based electric utility NextEra Energy () not only owns one of the largest regulated utilities in the US, but is also focused on renewable energy, specifically wind and solar. The company has established a track record of building profitable, cost-effective renewable infrastructure at scale, and is now also emerging as a global leader in green hydrogen and storage.

Constellation Energy (), a Maryland-based independent power producer, is the largest nuclear power generator in the country, with 32 gigawatts of capacity. In September, the company signed a 20-year power purchase agreement with Microsoft set to begin in 2028 with power generated from the Three Mile Island nuclear plant restart.

Fund top holdings1

Top-10 holdings of the Fidelity® Select Utilities Portfolio () as of October 31, 2024:

  • 10.1% – NextEra Energy ()
  • 8.3% – Duke Energy Corp. ()
  • 6.6% – Sempra ()
  • 6.4% – Constellation Energy Corp. ()
  • 5.7% – PG&E Corp. ()
  • 5.6% – Public Service Enterprise Group, Inc. ()
  • 5.6% – Vistra Corp. ()
  • 5.5% – Entergy Corp. ()
  • 4.5% – Edison International ()
  • 3.8% – CenterPoint Energy, Inc. ()

(See the most recent fund information.)

A once-in-a-generation opportunity for growth potential

As these powerful trends gain traction and energy demand spikes over the next 2 decades, utilities will experience a once-in-a-generation opportunity to grow exponentially. The transition of the power fleet to electrification and the growth of AI are each multiyear, durable trends that will help utilities drive growth not only in 2025, but also in the many years to come.

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Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully. 1. Any holdings, asset allocation, diversification breakdowns or other composition data shown are as of the date indicated and are subject to change at any time. They may not be representative of the fund's current or future investments. The Top Ten holdings do not include money market instruments or futures contracts, if any. Depository receipts are normally combined with the underlying security. Some breakdowns may be intentionally limited to a particular asset class or other subset of the fund's entire portfolio, particularly in multi-asset class funds where the attributes of the equity and fixed income portions are different. Under the asset allocation section, international (or foreign) assets may be reported differently depending on how an investment option reports its holdings. Some do not report international (or foreign) holdings here, but instead report them in a "Regional Diversification" section. Some report them in this section in addition to the equity, bond and other allocation shown. Others report international (or foreign) holding as a subset of the equity and bond allocations shown. If the allocation without the foreign component equals (or rounds to) 100%, then international (or foreign) is a subset of the equity and bond percentage shown.

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