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CSEN - ETF AI Analysis

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CSEN

Cohen & Steers Future of Energy Active ETF (CSEN)

Rating:66Neutral
Price Target:
CSEN, the Cohen & Steers Future of Energy Active ETF, has a solid overall rating driven mainly by strong, diversified energy leaders like ConocoPhillips, Suncor Energy, and Exxon Mobil, which benefit from healthy financials, efficient operations, and supportive earnings call commentary. Additional support comes from names like Schlumberger, Devon Energy, and Targa Resources, where positive momentum, strategic growth initiatives, and reasonable valuations help the fund, though some holdings face headwinds from high leverage, cash flow pressures, and valuation concerns, which slightly limit the rating. The main risk factor is the fund’s concentration in the energy sector, meaning its performance is closely tied to energy prices and industry-specific trends.
Positive Factors
Strong Core Energy Holdings
Several of the largest positions, including major oil and gas companies, have shown strong gains this year, helping support the ETF’s overall results.
Focused Future-of-Energy Theme
The fund concentrates on companies tied to the evolving energy landscape, giving investors targeted exposure to a key long-term economic trend.
Broad Geographic Mix Within North America and Europe
Holdings spread across the U.S., Canada, and several European countries help reduce the impact of country-specific risks.
Negative Factors
High Sector Concentration in Energy
With most assets in the energy sector, the ETF is heavily exposed to swings in energy prices and industry-specific risks.
Recent Negative Year-to-Date Performance
The fund has delivered weak results so far this year, which may concern investors looking for steadier short-term performance.
Relatively High Expense Ratio
The ETF’s management fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.

CSEN vs. SPDR S&P 500 ETF (SPY)

CSEN Summary

CSEN is the Cohen & Steers Future of Energy Active ETF, which focuses on companies involved in today’s changing energy world rather than tracking a fixed index. It invests mainly in U.S. energy businesses, including well-known names like Exxon Mobil and Valero Energy, plus firms in areas such as renewable power, energy storage, and modernized power grids. Someone might consider CSEN to seek growth and income from companies that could benefit from the long-term shift toward cleaner and more efficient energy. A key risk is that it is heavily concentrated in the energy sector, so its price can swing more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals picking energy-related investments rather than simply tracking a passive index.
What would affect this ETF?This ETF could benefit if global efforts to transition to cleaner energy accelerate, boosting demand for both traditional energy companies that adapt, like Exxon Mobil and Valero, and renewable or grid-focused firms such as First Solar, as well as from stable cash flows in energy infrastructure around the world. On the downside, it may be hurt by falling energy prices, slower progress on climate and energy policies, higher interest rates that pressure income-focused and infrastructure stocks, or stricter environmental rules that raise costs for its traditional oil and gas holdings.

CSEN Top 10 Holdings

CSEN is firmly anchored in traditional energy, with Exxon Mobil, ConocoPhillips, and Suncor acting as the heavyweights. Lately, these giants have been losing a bit of steam in the short term, even though their year-to-date trends remain constructive, which can leave the fund feeling a bit stuck in neutral. On the brighter side, Valero and Targa Resources have been rising and helping to pull performance forward, while First Solar adds a cleaner-energy twist with more mixed but stabilizing results. Overall, this is a globally focused, energy-heavy portfolio with a tilt toward North American names.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil7.58%$13.60M$598.92B28.76%
74
Outperform
Valero Energy6.30%$11.29M$89.50B104.38%
69
Neutral
Suncor Energy6.17%$11.06M$72.19B54.89%
77
Outperform
Conocophillips6.02%$10.80M$136.29B21.80%
78
Outperform
Phillips 665.68%$10.19M$80.77B58.62%
73
Outperform
Schlumberger5.61%$10.07M$71.08B37.47%
75
Outperform
Devon Energy4.21%$7.55M$50.06B35.21%
79
Outperform
Williams Co4.16%$7.47M$92.92B27.19%
76
Outperform
First Solar3.90%$6.99M$23.70B34.17%
75
Outperform
Targa Resources3.47%$6.23M$60.44B67.58%
74
Outperform

CSEN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
RSI
46.23
Neutral
STOCH
73.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSEN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.86, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at 46.23 is Neutral, neither overbought nor oversold. The STOCH value of 73.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSEN.

CSEN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$188.24M0.80%
66
Neutral
$858.22M0.17%
66
Neutral
$743.97M0.75%
71
Outperform
$549.10M0.95%
67
Neutral
$527.46M0.45%
65
Neutral
$455.30M0.61%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSEN
Cohen & Steers Future of Energy Active ETF
24.00
-0.26
-1.07%
AVRE
Avantis Real Estate ETF
VOLT
Tema Electrification ETF
EIPX
FT Energy Income Partners Strategy ETF
VGSR
Vert Global Sustainable Real Estate ETF
DFNL
Davis Select Financial Etf
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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