XELLL Institutional Ownership
Xcel Energy Inc. 6.25% Junior Subordinated Notes, Series due 2085
1W: -0.1%
1M: -2.1%
3M: -8.7%
YTD: -15.9%
1Y: -16.3%
$21.19
+0.13 (+0.62%)
After Hours: $20.68 (-0.51, -2.41%)
Weekly Expected Move ±3.1%
$20
$21
$21
$22
$23
Credit Risk of going bust: lower than 77% of companies Debt: 45.3% of company value Bonds: none of note held by US funds 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 $0.71 (down 97%), Xcel Energy Inc. 6.25% Junior Subordinated Notes, Series due 2085 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 2025-09-30, 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.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.71 (down 97%), Xcel Energy Inc. 6.25% Junior Subordinated Notes, Series due 2085 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 2025-09-30, 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.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — XELLL
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$2M
Total Invested
0
New Positions
0
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | IAT REINSURANCE CO LTD. | 200,000 | $4M | — | +0.0% | 3Q | SEC ↗ |
| 2 | PNC Financial Services Group, Inc. | 90 | $2K | -15 | -14.3% | 3Q | SEC ↗ |
| 3 | NBC SECURITIES, INC. | 0 | $0K | -1,416 | -100.0% | 1Q | SEC ↗ |
| 4 | BESSEMER GROUP INC | 0 | $0K | -1,000 | -100.0% | 1Q | SEC ↗ |
| 5 | First Command Advisory Services, Inc. | 0 | $0K | -95 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 1,416 | $30K |
| BESSEMER GROUP INC | 1,000 | $21K |
| First Command Advisory Services, In | 95 | $2K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | -15 | -14.3% | 90 |