Xcel Energy Inc.· XEL

🇺🇸 US · LargeSP500NASDAQ

Utilities Regulated Electric Website

Price: $72.30
Day: -1.81%
Mkt Cap: $45.16B
52W Range: $71.80 – $84.23
Volume: 9.02M
Beta: 0.40

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,319 institutions hold; 674 added, 393 reduced

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Xcel Energy Inc.

XEL|Utilities|Regulated Electric

Current price: $72

Smart Money

Dimension 5 of 5

Insider selling pace · Q1 2026

N/A

insufficient history to compare

Seller breadth · Q1 2026

2 sellers

vs 0.5 avg per quarter

Institutional net breadth · Q2 2026

+303

789 adding vs 486 reducing

Institutional ownership · Q2 2026

96.2%

1,319 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

60.9M

+12.8%

VANGUARD CAPITAL MANAGEMENT LLC

40.8M

+3.1%

STATE STREET CORP

38.9M

+4.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

35.6M

+2.2%

BANK OF AMERICA CORP /DE/

29.9M

+1.5%

CAPITAL RESEARCH GLOBAL INVESTORS

29.3M

+7.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

167

169

111

167 buying169 unchanged111 selling

447 funds held XEL in Q2 2026, holding 283.2M shares between them, up 4.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST5.8M sh

NATIONWIDE MUTUAL FUNDS31.0K sh

Series Portfolios Trust28.4K sh

Notable Insider Transactions, Q1 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Mar 2

Rome Amanda J

$1.3M

Purchase · Mar 11

Stockfish Devin W

$149.6K

Sale · Mar 4

Long Ryan J.

$66.3K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore XEL on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

XEL Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+82

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for XEL

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q1 2026

2 sales totaling $1.4M (16.8K shares)

Limited history to compare against

Buying seen in 1 of 15 quarters

N/A

Selling pace

insufficient history to compare

3.76%

Stake sold

of active insiders' holdings

2 sellers

Seller breadth

in Q1 2026

Q1 2025

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, XEL

Top 3 highest-value insider trades from the last 8 quarters

Rome Amanda J

EVP, Group President, Utilitie

Sell

15,969 shares at $83.61

≈25.0% of their stake at the time

Mar 2, 2026$1.34M

Stockfish Devin W

Director

Buy

2,170 shares at $68.93

≈72.2% of their stake after buying

Mar 11, 2025$149.58K

Long Ryan J.

EVP, Chief Legal and

Sell

800 shares at $82.91

≈3.9% of their stake at the time

Mar 4, 2026$66.33K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for XEL

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

96.2% institutional ownership

Moderate accumulation: 789 adding vs 486 reducing

13F shares increased by 6.2%, a significant shift

Momentum improving from prior quarter

+303

Net breadth

789 adding vs 486 reducing

Accumulating

1.62

Add / reduce ratio

in Q2 2026

+22

New − closed

115 initiated, 93 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+789 growing-486 shrinkingNet: +303

115

674

393

New (115)

Increased (674)

Reduced (393)

Closed (93)

Top Institutional Holders, XEL

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

60.9M

$4.9B

Ownership

9.74%

+12.8%

VANGUARD CAPITAL MANAGEMENT LLC

40.8M

$3.3B

Ownership

6.52%

+3.1%

STATE STREET CORP

38.9M

$3.1B

Ownership

6.22%

+4.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

35.6M

$2.9B

Ownership

5.70%

+2.2%

BANK OF AMERICA CORP /DE/

29.9M

$2.4B

Ownership

4.79%

+1.5%

CAPITAL RESEARCH GLOBAL INVESTORS

29.3M

$2.4B

Ownership

4.69%

+7.3%

JPMORGAN CHASE & CO

21.7M

$1.8B

Ownership

3.48%

-24.4%

INVESCO LTD.

21.4M

$1.7B

Ownership

3.42%

+63.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 447 ETFs and mutual funds reporting

167 buying111 sellingNet: +56

167

169

111

Buying (167)

Unchanged (169)

Selling (111)

In total, funds bought 18.8M shares and sold 7.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

447 ETFs and mutual funds reporting

167 funds buying vs 111 selling

Top Fund Holders, XEL

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

5.8M

Weight

28.74%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

31.0K

Weight

0.00%

Jul 31, 2026Decreased

Series Portfolios Trust

28.4K

Weight

18.09%

Jul 31, 2026No change

AUGUSTAR VARIABLE INSURANCE PRODUCTS FUND INC

21.6K

Weight

0.13%

Jun 30, 2026Decreased

Nuveen Core Equity Alpha Fund

21.2K

Weight

25.23%

Jun 30, 2026No change

MASSMUTUAL SELECT FUNDS

20.4K

Weight

1.14%

Jun 30, 2026Decreased

Advisor Managed Portfolios

19.6K

Weight

0.04%

Jun 30, 2026No change

Brookfield Real Assets Income Fund Inc.

19.5K

Weight

0.18%

Jun 30, 2026Decreased

Xcel Energy Inc.· XEL

Holdings Analysis

Insider Trading Activity

1.3Transaction History24Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings169Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History24Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings169Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights