Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

XCEL ENERGY INC (XEL)

1K + Investors. Track Smart Money conviction in XEL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +70
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — XEL

Based on 1182 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,182 hedge funds hold XEL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

648 buying456 selling
Last quarter: 648 funds bought or added vs 456 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new XEL position: 133 → 112 → 145 → 168. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
784 out of 1,182 hedge funds have held XEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

140 → 133 → 112 → 145 → 168 new funds/Q
New funds entering each quarter: 133 → 112 → 145 → 168. A growing number of institutions are discovering XEL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 10% 1-2yr ■ 21% new
Of 1,201 current holders: 822 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
45 of 1182 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in XEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XEL

How many hedge funds hold XEL — quarterly history vs. share price
Quarterly hedge fund ownership of XEL vs. share price

Market Analysis: XEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XEL

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

109 top-rated funds 7 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: XEL
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in XEL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1201 1135 5.81%
13F Shares 550M 535M 2.9%
Total Value $38.74B $40.79B -5.02%
New Positions 168 145 +23
Increased Positions 505 486 +19
Closed Positions 102 99 +3
Reduced Positions 382 344 +38
Total Calls 11 18 -38.89%
Total Puts 11 12 -8.33%
PUT/CALL Ratio 1.0 0.67 Neutral

Statistics: XEL

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XEL. Verified SEC 13F-HR filings.

Top 25 institutional holders of XEL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 3.94% 2,872 $228K
2 VIKING FUND MANAGEMENT LLC 2.12% 260,000 $20.7M
3 OLD REPUBLIC INTERNATIONAL CORP 2.05% 647,800 $51K
4 CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1.54% 94,511 $7.5M
5 Financially Speaking Inc 1.47% 3,808 $302K
6 First PREMIER Bank 1.35% 73,634 $6K
7 Capital Management Associates, Inc 1.15% 63,998 $5.1M
8 EPIQ PARTNERS, LLC 1.03% 27,875 $2.2M
9 BAYBAN 0.98% 14,230 $1.1M
10 ADVOCATE GROUP LLC 0.91% 72,877 $5.8M
11 Oliver Luxxe Assets LLC 0.91% 76,091 $6.0M
12 MITCHELL & PAHL PRIVATE WEALTH, LLC 0.90% 27,751 $2.2M
13 Pictet Asset Management Holding SA 0.74% 8,871,863 $704.8M
14 TEMA ETFS LLC 0.73% 137,350 $10.9M
15 First Bank & Trust 0.73% 56,808 $4.5M
16 Princeton Global Asset Management LLC 0.71% 54,560 $4.3M
17 First Dallas Securities Inc. 0.68% 23,240 $1.8M
18 Palisade Asset Management, LLC 0.66% 82,377 $6.5M
19 Strong Tower Advisory Services 0.64% 43,074 $3.4M
20 American State Bank (Iowa) 0.63% 9,913 $661K
21 BTC Capital Management, Inc. 0.54% 100,624 $8.0M
22 Vermillion Wealth Management, Inc. 0.51% 16,293 $1.3M
23 RWC Asset Management LLP 0.45% 134,565 $10.7M
24 Chronos Wealth Management, LLC 0.44% 11,491 $913K
25 TOUNJIAN ADVISORY PARTNERS, LLC 0.44% 15,252 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — XCEL ENERGY INC (XEL)

What does the Smart Money Trend signal show for XEL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XEL?

Slight buying edge — 59% buying: Last quarter: 648 funds bought or added vs 456 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XEL holders?

Elite ownership — 60% AUM from top-100 funds: 45 of 1182 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in XEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XEL?

66% of holders stayed for 2+ years: 784 out of 1,182 hedge funds have held XEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.