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Macquarie ETF Trust(PWER)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PWER
10/28/2026: PWER (2-star) is currently NOT-A-BUY. Pass it for now.
PWER is an actively managed ETF that provides targeted exposure to companies within the global energy infrastructure and utility sectors. Its primary strength lies in the active management approach by Macquarie, which seeks to identify growth opportunities within the energy transition that passive index funds might overlook. It is best used as a thematic satellite holding in a portfolio rather than a core position, given its sector concentration. Investors should remain mindful of risks including interest rate sensitivity, regulatory changes, and lower liquidity relative to larger peers. The fund is well-suited for investors with a long-term horizon who are looking to capitalize on the secular growth of modern energy systems.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund captures significant growth potential in energy infrastructure and grid modernization. |
| Momentum investor | Mixed fit | Fit is conditional on a positive upturn signal for the energy and utility sectors. |
| Value investor | Strong fit while signal remains positive | Many utility holdings offer attractive valuations and fundamentals that align with a value-oriented approach. |
| Dividend/Income investor | Strong fit | The underlying utility components often provide consistent and reliable dividend income streams. |
| Low-risk investor | Mixed fit | While utilities are traditionally defensive, the thematic focus on energy transition introduces higher sector-specific volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking thematic exposure to energy infrastructure who are comfortable with active management risks.
Suitability
Best for medium-to-long-term thematic investors rather than short-term traders or core passive index followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The energy sector can experience significant price swings based on regulatory changes and commodity prices. |
| Market risk | Medium | The fund is subject to general equity market downturns which can affect all energy-related assets. |
| Concentration | Medium / high | Focusing on energy infrastructure limits the fund's diversification compared to broad-market indices. |
| Tracking/expense | Medium | Active management costs and the potential for the fund to diverge from benchmarks may impact relative performance. |
| Liquidity | Medium | Lower average trading volume can lead to difficulty in executing large trades without moving the price. |
| Business/sector quality | Medium | The quality of the fund depends on the continued demand for capital-intensive infrastructure projects. |
Risk Analysis
Volatility
PWER exhibits higher historical volatility than broad-market indices, characteristic of thematic energy and infrastructure funds.
Market Risk
The fund is significantly impacted by interest rate changes and capital-intensive infrastructure risk, in addition to standard market correlation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Electric Utilities | 45 | This exposure provides core stability through regulated utility operations that generate steady cash flows. |
| Industry | Renewable Energy Equipment & Services | 30 | This component captures growth potential from the global transition toward cleaner energy sources. |
| Industry | Energy Infrastructure | 20 | These holdings focus on the critical infrastructure needed to transmit and store power effectively. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash is held to manage liquidity and facilitate day-to-day portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 27.17% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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