XEL

XCEL ENERGY INC

Nasdaq · Electric & Other Services Combined · Inc. MN · CIK 0000072903
$79.22 +1.21% $49.5B
Insider Selling Cluster (2 insiders)27 New Institutional Positions23 Institutional Exits
Vol
Market Cap$49.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders50 funds
Inst. Value$30.8B
Inst. Activity27 buys / 23 sells
Insider Activity0B / 2S
Insider Net $-$1.4M
SEC Reports1
Exchange Nasdaq·Sector Electric & Other Services Combined·Inc. MN·CIK 0000072903·Prev Close $78.27

Recent Activity

Jun 8, 2026 short_volume
Short Volume: XEL — 63.0% short (2.1M / 3.4M)
Short: 2,127,049 | Exempt: 862 | TRF Vol: 3,373,625 | Short Ratio: 63.0% | Off-exchange volume (dark
May 21, 2026 Insider
Hutchinson Maria Demaree was granted 2,253.944 shares
Director
May 21, 2026 Insider
Kehl George J was granted 2,253.944 shares
Director
May 21, 2026 Insider
Burkhart Megan D was granted 2,253.944 shares
Director
Mar 4, 2026 SEC
Xcel Energy insiders executed nine transactions over the past seven days, including two open-market sales totaling $1.4M
CLUSTER — Impact 4/10
Inst.
Capital Research Global Investors — DOUBLED
27,258,524 shares ($2.2B)
Inst.
Pictet Asset Management Holding — ADD
8,871,863 shares ($704.8M)

Price Targets

$91.39 +15.4% upside Buy
Current $79.22 Low $74.00 Median $92.00 High $99.00 18 analysts
$74.00 $99.00

Analyst Ratings

Strong Buy92% buy · 24 analysts
7Strong Buy
15Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Truist Securities MAINTAIN Buy → Buy
May 14, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 12, 2026 Barclays MAINTAIN Overweight → Overweight
May 4, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 22, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.79 ▲ +0.6% $0.73 — $0.94 6% YoY 11
Next Q $1.40 $1.05 — $1.56 13% YoY 11
Current FY $4.11 $4.06 — $4.14 8% YoY 18
Next FY $4.53 $4.40 — $4.65 10% YoY 19

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.3B
VANGUARD CAPITAL MANAGEMENT LLC$3.1B
STATE STREET CORP$3.0B
VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B
BANK OF AMERICA CORP$2.3B

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026Hutchinson MariaA$0.00
May 21, 2026Kehl GeorgeA$0.00
May 21, 2026Burkhart MeganA$0.00
May 21, 2026Stockfish DevinA$0.00
May 21, 2026Pardee CharlesA$0.00
50 institutional holders with $30.8B total value (386,762,140 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 27 institutions added/increased vs 23 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.53,911,407$4.3B13.9%
2VANGUARD CAPITAL MANAGEMENT LLC39,489,162$3.1B10.2%
3STATE STREET CORP37,125,656$3.0B9.7%
4VANGUARD PORTFOLIO MANAGEMENT LLC34,776,475$2.8B9.0%
5BANK OF AMERICA CORP /DE/29,441,811$2.3B7.6%
6Capital Research Global Investors27,258,524$2.2B7.0%DOUBLED +671.9%
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/18,078,640$1.4B4.7%
8GQG Partners LLC11,193,162$889.2M2.9%
9Aristotle Capital Management, LLC11,106,321$882.3M2.9%
10Pictet Asset Management Holding SA8,871,863$704.8M2.3%ADD +37.1%
11Invesco Ltd.8,074,798$641.5M2.1%
12FRANKLIN RESOURCES INC7,767,142$617.0M2.0%
13MORGAN STANLEY7,169,719$569.6M1.9%
14GOLDMAN SACHS GROUP INC7,011,639$557.0M1.8%
15FMR LLC6,719,206$533.8M1.7%
16Legal & General Group Plc6,201,035$492.6M1.6%
17BARROW HANLEY MEWHINNEY & STRAUSS LLC5,572,658$442.7M1.4%
18DEUTSCHE BANK AG\4,017,084$319.1M1.0%ADD +45.8%
19CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,941,265$313.1M1.0%
20ROYAL BANK OF CANADA3,872,314$307.6M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsDOUBLED3,531,46227,258,524+671.9%$2.2B2026-Q1
Pictet Asset Management Holding SAADD6,472,7748,871,863+37.1%$704.8M2026-Q1
DEUTSCHE BANK AG\ADD2,754,6724,017,084+45.8%$319.1M2026-Q1
AmundiADD1,122,0852,212,376+97.2%$175.8M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.DOUBLED734,1911,573,942+114.4%$125.0M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.ADD794,8041,220,413+53.5%$96.9M2026-Q1
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEMTRIM1,525,8921,068,800-30.0%$84.9M2026-Q1
Point72 Asset Management, L.P.TRIM2,081,3591,022,596-50.9%$81.2M2026-Q1
FIRST TRUST ADVISORS LPTRIM1,474,609981,419-33.4%$78.0M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED78,875936,583+1087.4%$74.4M2026-Q1
Zurich Insurance Group Ltd/FIDOUBLED218,892779,301+256.0%$61.9M2026-Q1
BANK OF MONTREAL /CAN/NEAR_EXIT3,096,187687,854-77.8%$54.6M2026-Q1
MACQUARIE GROUP LTDADD414,411623,130+50.4%$49.5M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED206,100543,600+163.8%$43.2M2026-Q1
SOROS FUND MANAGEMENT LLCTRIM732,025508,440-30.5%$40.4M2026-Q1
PANAGORA ASSET MANAGEMENT INCDOUBLED4,418412,761+9242.7%$32.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED74,968381,019+408.2%$30.3M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM572,498366,164-36.0%$29.3M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD221,624321,331+45.0%$25.5M2026-Q1
STRS OHIODOUBLED14,177303,956+2044.0%$24.1M2026-Q1
STIFEL FINANCIAL CORPNEAR_EXIT1,163,706290,099-75.1%$23.0M2026-Q1
Korea Investment CORPTRIM378,855267,336-29.4%$21.2M2026-Q1
Rakuten Investment Management, Inc.DOUBLED109,741234,389+113.6%$18.0M2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainADD105,463210,412+99.5%$16.7M2026-Q1
ING GROEP NVNEW168,044$13.3M2026-Q1
17 unique insiders with 40 transactions. Net insider value: -$1.4M ($0.00 bought, $1.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026Hutchinson Maria DemareeDirectorAWARD2,253.944
May 21, 2026Kehl George JDirectorAWARD2,253.944
May 21, 2026Burkhart Megan DDirectorAWARD2,253.944
May 21, 2026Stockfish Devin WDirectorAWARD2,253.944
May 21, 2026Pardee Charles GDirectorAWARD2,253.944
May 21, 2026Johnson Netha N.DirectorAWARD2,253.944
May 21, 2026Casey LynnDirectorAWARD2,253.944
May 21, 2026KAMPLING PATRICIA LDirectorAWARD2,253.944
May 21, 2026Welsh Timothy ADirectorAWARD2,253.944
Mar 28, 2026Burkhart Megan DDirectorAWARD614.675
Mar 28, 2026Casey LynnDirectorAWARD518.632
Mar 28, 2026Pardee Charles GDirectorAWARD580.527
Mar 28, 2026KAMPLING PATRICIA LDirectorAWARD614.675
Mar 28, 2026Welsh Timothy ADirectorAWARD480.215
Mar 20, 2026Rome Amanda JEVP, Group President, UtilitieW6
Mar 4, 2026Long Ryan J.EVP, Chief Legal andSELL800$82.91$66.3K
Mar 2, 2026Lamb Michael G.EVP, Chief Delivery OfficerAWARD4,655
Mar 2, 2026Correa PatriciaSVP, Chief Human Resources OffAWARD4,207
Mar 2, 2026Frenzel RobertChairman, President and CEOAWARD42,065
Mar 2, 2026Long Ryan J.EVP, Chief Legal andAWARD5,370
Mar 2, 2026Rome Amanda JEVP, Group President, UtilitieSELL15,969$83.61$1.3M
Mar 2, 2026Ostrom MelissaSVP, ControllerAWARD1,450
Mar 2, 2026Sharp ScottEVP, Chief Generation OfficerAWARD4,118
Mar 2, 2026Van Abel Brian JEVP, Chief Financial OfficerAWARD9,129
Feb 24, 2026Sharp ScottEVP, Chief Generation OfficerAWARD4,081
Feb 24, 2026Ostrom MelissaSVP, ControllerAWARD3,775
Feb 24, 2026Ostrom MelissaSVP, ControllerEXERCISE1,104.14
Feb 24, 2026Lamb Michael G.EVP, Chief Delivery OfficerAWARD3,615
Feb 24, 2026Lamb Michael G.EVP, Chief Delivery OfficerEXERCISE2,887.776
Feb 24, 2026Rome Amanda JEVP, Group President, UtilitieEXERCISE6,056.336
Feb 24, 2026Frenzel RobertChairman, President and CEOAWARD97,065
Feb 24, 2026Frenzel RobertChairman, President and CEOEXERCISE28,392.65
Feb 24, 2026Correa PatriciaSVP, Chief Human Resources OffAWARD11,053
Feb 24, 2026Correa PatriciaSVP, Chief Human Resources OffEXERCISE3,235.053
Feb 24, 2026Sharp ScottEVP, Chief Generation OfficerEXERCISE1,065.507
Feb 24, 2026Long Ryan J.EVP, Chief Legal andAWARD4,322
Feb 24, 2026Long Ryan J.EVP, Chief Legal andEXERCISE1,127.357
Feb 24, 2026Rome Amanda JEVP, Group President, UtilitieAWARD20,700
Feb 24, 2026Van Abel Brian JEVP, Chief Financial OfficerAWARD28,041
Feb 25, 2025Van Abel Brian JEVP, Chief Financial OfficerEXERCISE8,202.026
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (92% buy). Based on 24 analysts: 7 strong buy, 15 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$91.39 mean target +15.4% upside Buy (1.42)
$74.00 Low $99.00 High
MetricValue
Current Price$79.22
Target Low$74.00
Target Mean$91.39
Target Median$92.00
Target High$99.00
# Analysts18
RecommendationBuy (1.42)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.79 $0.73 $0.94 6.0% +0.6% 5↑ 2↓ $3.5B 7.2% 11
Next Q
2026-09-30
$1.40 $1.05 $1.56 12.5% -0.0% 3↑ 3↓ $4.5B 15.4% 11
Current FY
2026-12-31
$4.11 $4.06 $4.14 8.2% -0.0% 3↑ 6↓ $15.8B 7.7% 18
Next FY
2027-12-31
$4.53 $4.40 $4.65 10.2% +0.0% 6↑ 3↓ $17.3B 9.5% 19

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.795
7d ago$0.795
30d ago$0.790+0.005
60d ago$0.774+0.021
90d ago$0.750+0.045
7 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Truist Securities MAINTAIN Buy Buy
May 14, 2026 JP Morgan MAINTAIN Overweight Overweight
May 12, 2026 Barclays MAINTAIN Overweight Overweight
May 4, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 22, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 21, 2026 Barclays MAINTAIN Overweight Overweight
Apr 21, 2026 Keybanc MAINTAIN Overweight Overweight
Apr 21, 2026 Truist Securities INITIATE Buy
Apr 20, 2026 UBS MAINTAIN Buy Buy
Mar 24, 2026 UBS MAINTAIN Buy Buy
Feb 13, 2026 UBS UPGRADE Neutral Buy
Jan 15, 2026 Barclays MAINTAIN Overweight Overweight
Dec 17, 2025 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202671520092%
May 1, 202671520092%
Apr 1, 202671420091%
Mar 1, 202671420091%
Feb 1, 202671330087%
Jan 1, 202671240083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 8, 2026
short_volume
Short Volume: XEL — 63.0% short (2.1M / 3.4M)
Short: 2,127,049 | Exempt: 862 | TRF Vol: 3,373,625 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: XEL — 65.6% short (0.6M / 0.9M)
Short: 617,262 | Exempt: 2,642 | TRF Vol: 940,512 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: XEL — 67.1% short (1.1M / 1.6M)
Short: 1,078,320 | Exempt: 615 | TRF Vol: 1,606,034 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: XEL — 60.2% short (0.9M / 1.4M)
Short: 864,918 | Exempt: 814 | TRF Vol: 1,436,508 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: XEL — 57.5% short (1.3M / 2.2M)
Short: 1,285,563 | Exempt: 514 | TRF Vol: 2,236,393 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: XEL — 57.8% short (0.7M / 1.1M)
Short: 652,987 | Exempt: 774 | TRF Vol: 1,129,295 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: XEL — 61.4% short (0.7M / 1.2M)
Short: 706,939 | Exempt: 108 | TRF Vol: 1,150,833 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: XEL — 59.4% short (0.7M / 1.1M)
Short: 650,460 | Exempt: 0 | TRF Vol: 1,094,565 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: XEL — 60.7% short (0.7M / 1.2M)
Short: 745,073 | Exempt: 10,371 | TRF Vol: 1,226,958 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: XEL — 58.9% short (0.6M / 1.0M)
Short: 613,828 | Exempt: 56 | TRF Vol: 1,042,103 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: XEL — 4.2M shares, 107,282 trades
Week starting 2026-05-18. Total ATS volume: 4,196,446 shares across 107,282 trades.
May 13, 2026
short_volume
Short Volume: XEL — 55.4% short (0.7M / 1.3M)
Short: 707,976 | Exempt: 2 | TRF Vol: 1,276,810 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: XEL — 59.2% short (1.5M / 2.6M)
Short: 1,545,361 | Exempt: 1,151 | TRF Vol: 2,611,567 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: XEL — 6.5M shares, 128,149 trades
Week starting 2026-05-11. Total ATS volume: 6,534,703 shares across 128,149 trades.
May 8, 2026
short_volume
Short Volume: XEL — 59.8% short (0.8M / 1.4M)
Short: 840,712 | Exempt: 8,737 | TRF Vol: 1,405,141 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)