Also trades as: 0M1R.L (LSE) · $vol 0M
XEL Institutional Ownership
Xcel Energy Inc.
1W: +3.6%
1M: +11.6%
3M: -3.1%
YTD: +4.3%
1Y: -3.2%
3Y: +41.5%
5Y: +37.1%
$78.14
+0.28 (+0.35%)
After Hours: $77.72 (-0.42, -0.54%)
Weekly Expected Move ±2.5%
$74
$76
$78
$80
$82
Credit Risk of going bust: lower than 77% of companies Debt: 45.3% of company value Bonds: $635.2M held by 531 funds, 81 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.64 (down 97%), Xcel Energy Inc. would be worth roughly what it owes.
Total debt $40.32B against a stock market value of $48.63B.
Distance to default 8.85 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $21.48B (short-term plus half of long-term), stock volatility 19.4%; Altman Z'' 0.83. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.64 (down 97%), Xcel Energy Inc. would be worth roughly what it owes.
Total debt $40.32B against a stock market value of $48.63B.
Distance to default 8.85 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $21.48B (short-term plus half of long-term), stock volatility 19.4%; Altman Z'' 0.83. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — XEL
1,374
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$47B
Total Invested
114
New Positions
555
Increased
469
Reduced
78
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1450 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 60,898,333 | $4.7B | +6,986,926 | +13.0% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 40,769,716 | $3.2B | +1,280,554 | +3.2% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 38,896,012 | $3.0B | +1,770,356 | +4.8% | 46Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35,610,992 | $2.8B | +834,517 | +2.4% | 2Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 29,933,748 | $2.3B | +491,937 | +1.7% | 15Q | SEC ↗ |
| 6 | Capital Research Global Investors | 29,301,965 | $2.3B | +2,043,441 | +7.5% | 75Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 21,741,661 | $1.7B | -6,957,306 | -24.2% | 103Q | SEC ↗ |
| 8 | Invesco Ltd. | 21,381,193 | $1.7B | +8,287,529 | +63.3% | 87Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 18,042,089 | $1.4B | +1,047,557 | +6.2% | 92Q | SEC ↗ |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 16,269,553 | $1.3B | -1,809,087 | -10.0% | 58Q | SEC ↗ |
| 11 | FMR LLC | 11,152,597 | $868M | +4,433,391 | +66.0% | 104Q | SEC ↗ |
| 12 | GQG Partners LLC | 11,104,441 | $865M | -88,721 | -0.8% | 5Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 10,997,965 | $856M | +3,986,326 | +56.9% | 15Q | SEC ↗ |
| 14 | Aristotle Capital Management, LLC | 10,459,005 | $814M | -647,316 | -5.8% | 18Q | SEC ↗ |
| 15 | Pictet Asset Management Holding SA | 9,038,572 | $704M | +166,709 | +1.9% | 12Q | SEC ↗ |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 8,818,013 | $687M | +3,245,355 | +58.2% | 8Q | SEC ↗ |
| 17 | MORGAN STANLEY | 7,894,693 | $615M | +724,974 | +10.1% | 60Q | SEC ↗ |
| 18 | FRANKLIN RESOURCES INC | 7,869,605 | $613M | +102,463 | +1.3% | 22Q | SEC ↗ |
| 19 | PRICE T ROWE ASSOCIATES INC /MD | 7,034,477 | $548M | -529,033 | -7.0% | 16Q | SEC ↗ |
| 20 | Legal & General Group Plc | 6,270,777 | $488M | +69,742 | +1.1% | 27Q | SEC ↗ |
| 21 | DEUTSCHE BANK AG | 5,403,828 | $421M | +1,386,744 | +34.5% | 52Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 5,242,023 | $408M | +112,644 | +2.2% | 104Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,175,031 | $325M | +233,766 | +5.9% | 15Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 4,175,031 | $325M | — | +0.0% | 1Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 3,687,605 | $287M | -184,709 | -4.8% | 68Q | SEC ↗ |
| 26 | Newport Trust Company, LLC | 3,612,435 | $281M | -47,443 | -1.3% | 7Q | SEC ↗ |
| 27 | VANGUARD FIDUCIARY TRUST CO | 3,505,386 | $273M | +149,154 | +4.4% | 2Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 3,489,252 | $272M | -10,466 | -0.3% | 76Q | SEC ↗ |
| 29 | BANK OF MONTREAL /CAN | 3,395,450 | $264M | +2,707,596 | +393.6% | 53Q | SEC ↗ |
| 30 | REAVES W H & CO INC | 3,358,472 | $261M | -190,437 | -5.4% | 42Q | SEC ↗ |
| 31 | UBS AM, a distinct business unit of UB | 3,103,309 | $242M | +380,438 | +14.0% | 63Q | SEC ↗ |
| 32 | Boston Partners | 3,062,841 | $238M | +94,479 | +3.2% | 4Q | SEC ↗ |
| 33 | BNP PARIBAS FINANCIAL MARKETS | 3,018,604 | $235M | +849,354 | +39.2% | 59Q | SEC ↗ |
| 34 | AMERICAN CENTURY COMPANIES INC | 2,914,185 | $227M | -52,554 | -1.8% | 15Q | SEC ↗ |
| 35 | Nuveen, LLC | 2,912,726 | $227M | +3,234 | +0.1% | 6Q | SEC ↗ |
| 36 | Magellan Asset Management Ltd | 2,818,534 | $219M | +501,775 | +21.7% | 58Q | SEC ↗ |
| 37 | Mitsubishi UFJ Trust & Banking Corp | 2,747,651 | $214M | +105,631 | +4.0% | 69Q | SEC ↗ |
| 38 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 2,692,983 | $210M | +95,262 | +3.7% | 17Q | SEC ↗ |
| 39 | UBS Group AG | 2,679,109 | $209M | -553,568 | -17.1% | 47Q | SEC ↗ |
| 40 | Electron Capital Partners, LLC | 2,522,174 | $196M | +603,406 | +31.4% | 8Q | SEC ↗ |
| 41 | FEDERATED HERMES, INC. | 2,458,085 | $191M | -454,076 | -15.6% | 59Q | SEC ↗ |
| 42 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2,419,977 | $188M | -4,926 | -0.2% | 15Q | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 2,373,871 | $185M | -120,264 | -4.8% | 39Q | SEC ↗ |
| 44 | Zimmer Partners, LP | 2,323,610 | $181M | -305,690 | -11.6% | 11Q | SEC ↗ |
| 45 | DIMENSIONAL FUND ADVISORS LP | 2,126,199 | $166M | +74,169 | +3.6% | 102Q | SEC ↗ |
| 46 | TORONTO DOMINION BANK | 2,120,825 | $165M | +366,413 | +20.9% | 51Q | SEC ↗ |
| 47 | COHEN & STEERS, INC. | 2,104,718 | $164M | +241,692 | +13.0% | 7Q | SEC ↗ |
| 48 | NORDEA INVESTMENT MANAGEMENT AB | 2,077,391 | $162M | -23,968 | -1.1% | 83Q | SEC ↗ |
| 49 | AMERIPRISE FINANCIAL INC | 2,000,918 | $156M | +47,472 | +2.4% | 16Q | SEC ↗ |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 1,863,034 | $145M | -98,691 | -5.0% | 83Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 4,175,031 | $325M |
| Brookfield Corp /ON | 1,632,769 | $127M |
| Jupiter Topco LLC | 1,173,563 | $91M |
| Perpetual Ltd | 688,313 | $54M |
| Clean Energy Transition LLP | 430,722 | $34M |
| StoneX Group Inc. | 177,481 | $14M |
| Trexquant Investment LP | 159,519 | $12M |
| Bridgewater Associates, LP | 144,263 | $11M |
| Janney Montgomery Scott LLC | 139,906 | $11M |
| Curated Wealth Partners LLC | 105,834 | $8M |
| Engineers Gate Manager LP | 98,303 | $8M |
| Ausbil Investment Management Ltd | 94,283 | $7M |
| Greenland Capital Management LP | 86,371 | $7M |
| Aquatic Capital Management LLC | 63,582 | $5M |
| Walter Public Investments Inc. | 59,786 | $5M |
| Nykredit A/S | 55,338 | $4M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 51,466 | $4M |
| Capital Innovations LLC | 49,822 | $4M |
| TWO SIGMA SECURITIES, LLC | 42,393 | $3M |
| Westerkirk Capital Inc. | 42,200 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | 1,050,096 | $82M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 440,626 | $34M |
| SIR Capital Management, L.P. | 276,435 | $22M |
| Ceredex Value Advisors LLC | 177,900 | $14M |
| ING GROEP NV | 168,044 | $13M |
| Nearwater Capital Markets, Ltd | 144,000 | $11M |
| HRT FINANCIAL LP | 142,199 | $11M |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 97,379 | $8M |
| Ilmarinen Mutual Pension Insurance | 93,000 | $7M |
| Y-Intercept (Hong Kong) Ltd | 88,267 | $7M |
| Jain Global LLC | 85,804 | $7M |
| Sciencast Management LP | 79,064 | $6M |
| Deeter Investments LLP | 75,000 | $6M |
| SEGALL BRYANT & HAMILL, LLC | 62,493 | $5M |
| Headlands Technologies LLC | 49,903 | $4M |
| Blackstone Inc. | 48,041 | $4M |
| SteelPeak Wealth, LLC | 37,071 | $3M |
| Blue Capital, Inc. | 35,639 | $3M |
| TWINBEECH CAPITAL LP | 34,725 | $3M |
| Delta Global Management LP | 29,995 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +8,287,529 | +63.3% | 21,381,193 |
| BlackRock, Inc. | +6,986,926 | +13.0% | 60,898,333 |
| FMR LLC | +4,433,391 | +66.0% | 11,152,597 |
| GOLDMAN SACHS GROUP INC | +3,986,326 | +56.9% | 10,997,965 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | +3,245,355 | +58.2% | 8,818,013 |
| BANK OF MONTREAL /CAN | +2,707,596 | +393.6% | 3,395,450 |
| Capital Research Global Investors | +2,043,441 | +7.5% | 29,301,965 |
| STATE STREET CORP | +1,770,356 | +4.8% | 38,896,012 |
| DEUTSCHE BANK AG | +1,386,744 | +34.5% | 5,403,828 |
| VANGUARD CAPITAL MANAGEMENT LLC | +1,280,554 | +3.2% | 40,769,716 |
| CIBC Bancorp USA Inc. | +1,278,818 | +555.1% | 1,509,192 |
| Assenagon Asset Management S.A. | +1,154,535 | +6158.2% | 1,173,283 |
| GEODE CAPITAL MANAGEMENT, LLC | +1,047,557 | +6.2% | 18,042,089 |
| BNP PARIBAS FINANCIAL MARKETS | +849,354 | +39.2% | 3,018,604 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +834,517 | +2.4% | 35,610,992 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +755,039 | +186.1% | 1,160,841 |
| MORGAN STANLEY | +724,974 | +10.1% | 7,894,693 |
| Electron Capital Partners, LLC | +603,406 | +31.4% | 2,522,174 |
| CITIGROUP INC | +590,129 | +68.9% | 1,446,471 |
| Magellan Asset Management Ltd | +501,775 | +21.7% | 2,818,534 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -6,957,306 | -24.2% | 21,741,661 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -1,809,087 | -10.0% | 16,269,553 |
| Qube Research & Technologies Ltd | -1,458,956 | -51.4% | 1,378,877 |
| OMERS ADMINISTRATION Corp | -1,394,631 | -77.9% | 396,792 |
| Amundi | -1,273,884 | -57.6% | 938,492 |
| Merewether Investment Management, L | -876,549 | -57.2% | 654,993 |
| Aristotle Capital Management, LLC | -647,316 | -5.8% | 10,459,005 |
| TWO SIGMA INVESTMENTS, LP | -593,815 | -88.2% | 79,583 |
| UBS Group AG | -553,568 | -17.1% | 2,679,109 |
| PRICE T ROWE ASSOCIATES INC /MD | -529,033 | -7.0% | 7,034,477 |
| Freestone Grove Partners LP | -501,180 | -38.6% | 798,283 |
| FEDERATED HERMES, INC. | -454,076 | -15.6% | 2,458,085 |
| PANAGORA ASSET MANAGEMENT INC | -409,652 | -99.2% | 3,109 |
| Treasurer of the State of North Car | -369,340 | -53.6% | 319,749 |
| RENAISSANCE TECHNOLOGIES LLC | -340,526 | -62.6% | 203,074 |
| California Public Employees Retirem | -310,185 | -29.0% | 758,615 |
| Zimmer Partners, LP | -305,690 | -11.6% | 2,323,610 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | -284,000 | -81.2% | 65,700 |
| RAYMOND JAMES FINANCIAL INC | -265,271 | -14.5% | 1,566,555 |
| MILLENNIUM MANAGEMENT LLC | -254,505 | -18.9% | 1,093,607 |