In Trump's market, oil and gas stocks have not been the big energy winners
1. Investors are shifting from traditional oil stocks to new energy themes. 2. XLE saw $7 billion in outflows due to economic fears and oil price pressures. 3. Utilities sector (XLU) outperformed energy sector, up 12% versus 4%. 4. Growing demand for power spurred by AI and electric vehicles noted. 5. Electricity prices expected to outpace inflation through 2026.