How The Motley Fool’s view on $XEL changed

2026-10-11Bullish
“The AI Bottleneck Nobody Is Talking About (4 Stocks to Buy)”
XEL is a strong buy as a traditional utility benefiting from AI-driven data center expansion in its Midwest service area; valued at <20 P/E with ~3% yield.

Let's conclude with an arrow that represents the simple and straightforward side of things. It is a stock of "Excel Energy". So, Excel Energy is just a traditional utility company.

This is the bill I pay every month. But the reason I think Excel Energy is in an interesting position today is the scope of its work. They operate in many Midwestern states . That is, Colorado, Minnesota, and North Dakota, where data centers have begun to move.

There are vast areas of land. There may be greater acceptance of having power plants in some of these areas. There is an abundance of wind energy. And there, as you know, is solar energy.

There is space available for building such facilities . So, I think this will be a natural long-term enabler, whether you're talking about building distribution and transmission networks or the power plants themselves, or increasing the price base within which they operate in the regulated business sector .

All of these things won't constitute huge driving forces, will they?