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
4Q ▲
Buyers last Q
57%

Smart Money Signals — XEL

Based on 1290 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
1,290 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
+171 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 — 57% buying

673 buying500 selling
Last quarter: 673 funds bought or added vs 500 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 156 → 176 → 138 → 127. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
833 out of 1,290 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.
📊

Peak discovery — momentum slowing

118 → 156 → 176 → 138 → 127 new funds/Q
New funds entering each quarter: 156 → 176 → 138 → 127. XEL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 1,310 holders: 887 (68%) are 2+ year veterans, 148 entered 1–2 years ago, and 275 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
67 of 1285 holders are among the 100 largest funds by AUM, controlling 62% 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 Q2, 673 hedge funds were net buyers of XEL (127 opened a new position, 546 added to an existing one), while 500 reduced or exited (395 trimmed, 105 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 62% 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: 1290.

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

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

42 top-rated funds 10 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.1
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1278 1268 0.79%
13F Shares 602M 530M 13.6%
Total Value $47.25B $40.92B 15.48%
New Positions 124 138 -14
Increased Positions 537 465 +72
Closed Positions 109 115 -6
Reduced Positions 389 447 -58
Total Calls 11 13 -15.38%
Total Puts 13 12 8.33%
PUT/CALL Ratio 1.18 0.92 Neutral

Statistics: XEL

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Electron Capital Partners, LLC 8.09% 2,522,174 $202.5M
2 Teilinger Capital Ltd. 7.53% 670,000 $53.8M
3 Harrison Street Private Wealth LLC 6.05% 53,451 $4.3M
4 Magellan Asset Management Ltd 5.06% 2,818,534 $226.3M
5 HITE Hedge Asset Management LLC 4.66% 1,060,792 $85.2M
6 Zimmer Partners, LP 4.30% 2,323,610 $186.6M
7 Reaves W H & Co Inc 4.09% 3,358,472 $269.7M
8 Opus Investment Management Inc 4.02% 91,709 $7.4M
9 Bruce & Co., Inc. 3.97% 182,500 $14.7M
10 Longboard Asset Management, LP 3.87% 2,872 $231K
11 Socorro Asset Management LP 3.64% 100,977 $8.1M
12 Price Financial Group Wealth Management, Inc 3.64% 2,689 $219K
13 Ausbil Investment Management Ltd 3.40% 94,283 $7.5M
14 Beck Bode, LLC 3.34% 274,313 $22.0M
15 Cbre Investment Management Listed Real Assets LLC 3.01% 2,692,983 $216.2M
16 Clean Energy Transition LLP 2.41% 430,722 $34.6M
17 Barrow Hanley Mewhinney & Strauss LLC 2.15% 8,818,013 $708.1M
18 SCP Investment, LP 2.04% 27,600 $2.2M
19 Viking Fund Management LLC 1.87% 260,000 $20.9M
20 Duff & Phelps Investment Management Co 1.83% 2,419,977 $194.3M
21 Aristotle Capital Management, LLC 1.76% 10,459,005 $839.9M
22 GQG Partners LLC 1.66% 11,104,441 $891.7M
23 Vennlight Capital Management, LP 1.49% 27,700 $2.2M
24 Financially Speaking Inc 1.47% 3,808 $302K
25 LRT Capital Management, LLC 1.44% 27,583 $2.2M
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 — 4 quarters in a row: For 4 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 — 57% buying: Last quarter: 673 funds bought or added vs 500 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 — 62% AUM from top-100 funds: 67 of 1285 holders are among the 100 largest funds by AUM, controlling 62% 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?

65% of holders stayed for 2+ years: 833 out of 1,290 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.

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