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
↑ +22
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — XEL

Based on 1265 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,265 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 — +13% more funds vs a year ago

fund count last 6Q
+146 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

607 buying567 selling
Last quarter: 607 funds bought or added vs 567 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.
⚠️

Fewer new buyers each quarter (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 154 → 176 → 136. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
807 out of 1,265 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

139 → 117 → 154 → 176 → 136 new funds/Q
New funds entering each quarter: 117 → 154 → 176 → 136. A growing number of institutions are discovering XEL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,287 holders: 877 (68%) are 2+ year veterans, 136 entered 1–2 years ago, and 274 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
66 of 1262 holders are among the 100 largest funds by AUM, controlling 47% 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.

Institutional Sentiment Summary — XEL

In 2026 Q1, 607 hedge funds were net buyers of XEL (136 opened a new position, 471 added to an existing one), while 567 reduced or exited (453 trimmed, 114 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in XEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 1265.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Xcel Energy Inc (XEL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XEL has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
XEL
-1.5%
XLU
-3.0%

XEL outperformed XLU by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
XEL
+0.4%
XLU
+1.5%

Since the filing became public, XEL outperformed XLU by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

63 top-rated funds 7 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: XEL
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1256 1243 1.05%
13F Shares 530M 556M -4.75%
Total Value $40.91B $39.16B 4.46%
New Positions 132 176 -44
Increased Positions 463 496 -33
Closed Positions 119 104 +15
Reduced Positions 445 366 +79
Total Calls 13 11 18.18%
Total Puts 12 11 9.09%
PUT/CALL Ratio 0.92 1.0 Neutral

Statistics: XEL

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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.

QUARTER:
Top 25 XEL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Electron Capital Partners, LLC 5.97% 1,918,768 $152.4M
2 Decade Renewable Partners LP 5.74% 106,100 $7.2M
3 HITE Hedge Asset Management LLC 5.20% 1,160,099 $92.2M
4 Zimmer Partners, LP 5.04% 2,629,300 $208.9M
5 Reaves W H & Co Inc 4.68% 3,548,909 $281.9M
6 Opus Investment Management Inc 4.35% 91,709 $7.3M
7 Bruce & Co., Inc. 4.19% 184,500 $14.7M
8 Longboard Asset Management, LP 3.94% 2,872 $228K
9 Socorro Asset Management LP 3.78% 105,154 $8.4M
10 Beck Bode, LLC 3.60% 267,478 $21.2M
11 Price Financial Group Wealth Management, Inc 3.57% 2,689 $216K
12 Cbre Investment Management Listed Real Assets LLC 3.06% 2,597,721 $206.4M
13 Magellan Asset Management Ltd 2.39% 2,316,759 $184.0M
14 Merewether Investment Management, LP 2.36% 1,531,542 $121.7M
15 Viking Fund Management LLC 2.12% 260,000 $20.7M
16 SCP Investment, LP 2.08% 23,600 $1.9M
17 SIR Capital Management, L.P. 2.05% 276,435 $22.0M
18 Duff & Phelps Investment Management Co 2.00% 2,424,903 $192.6M
19 Covalis Capital LLP 1.96% 400,817 $31.8M
20 Aristotle Capital Management, LLC 1.85% 11,106,321 $882.3M
21 Mizuho Markets Americas LLC 1.75% 805,100 $64.0M
22 Contravisory Investment Management, INC. 1.54% 94,511 $7.5M
23 Financially Speaking Inc 1.47% 3,808 $302K
24 Barrow Hanley Mewhinney & Strauss LLC 1.45% 5,572,658 $442.7M
25 GQG Partners LLC 1.41% 11,193,162 $889.2M
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 — 3 quarters in a row: For 3 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 — 52% buying: Last quarter: 607 funds bought or added vs 567 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 — 47% AUM from top-100 funds: 66 of 1262 holders are among the 100 largest funds by AUM, controlling 47% 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?

64% of holders stayed for 2+ years: 807 out of 1,265 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.

Is it too late to buy Xcel Energy Inc (XEL) following the 2026 Q1 hedge fund 13F filings?

As of today, XEL has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLU sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), XEL has gained -1.5% vs -3.0% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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