Market Cap
$44.0B
XEL
XCEL ENERGY INC
$71.25 ▲ +0.99%
Prev close $70.55Market cap$44.0B
ConsensusStrong Buy
12-mo target$90.61 (+27.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)37 New Institutional Positions13 Institutional Exits Traditional Energy
Snapshot
The big-picture read on XEL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$39.0B
Inst. Activity
37 buys / 13 sells
Insider Activity
$0.00 buy / $1.4M sell
Insider Net $
-$1.4M
SEC Reports
1
Price chart 30d -5.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 Insider
Welsh Timothy A was granted 580.229 shares
Director
Sep 28, 2026 Insider
Carter Peter W was granted 403.638 shares
Director
Sep 28, 2026 Insider
Pardee Charles G was granted 666.189 shares
Director
Sep 23, 2026 short_volume
Short Volume: XEL — 64.8% short (1.0M / 1.6M)
Short: 1,015,497 | Exempt: 3,560 | TRF Vol: 1,568,272 | Short Ratio: 64.8% | Off-exchange volume (da
Jun 30, 2026 Inst.
FMR LLC — ADD
11,152,597 shares ($895.6M)
Jun 30, 2026 Inst.
Mar 4, 2026 SEC GOLDMAN SACHS GROUP INC — ADD
10,997,965 shares ($883.1M)
Xcel Energy insiders executed nine transactions over the past seven days, including two open-market sales totaling $1.4M
CLUSTER — Impact 4/10
Analyst ratings buy % +9.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
91% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | Scotiabank | INITIATE | Sector Outperform | 56% |
| Sep 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 13, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 16, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 16, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 23, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| May 18, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 2 | 0 | 0 | 91% | |
| Aug 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| Jul 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| Jun 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| May 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| Apr 1, 2026 | 7 | 14 | 2 | 0 | 0 | 91% | |
| Mar 1, 2026 | 7 | 14 | 2 | 0 | 0 | 91% | |
| Feb 1, 2026 | 7 | 13 | 3 | 0 | 0 | 87% |
Price targets
Where 18 covering analysts think XEL trades over the next 12 months.
$90.61 +27.2% upside Strong Buy
Current$71.25 Low$74.00 Median$92.00 High$101.00 18 analysts
$74.00$101.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 0 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 4.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 23, 2026
short_volume
Short Volume: XEL — 64.8% short (1.0M / 1.6M)
Short: 1,015,497 | Exempt: 3,560 | TRF Vol: 1,568,272 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: XEL — 66.4% short (1.0M / 1.4M)
Short: 957,568 | Exempt: 2,223 | TRF Vol: 1,442,574 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: XEL — 60.0% short (0.7M / 1.1M)
Short: 661,868 | Exempt: 5,151 | TRF Vol: 1,102,447 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: XEL — 61.0% short (0.8M / 1.3M)
Short: 798,727 | Exempt: 179 | TRF Vol: 1,308,837 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: XEL — 67.2% short (1.2M / 1.8M)
Short: 1,182,090 | Exempt: 890 | TRF Vol: 1,760,131 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.31 | $1.06–$1.40 | 5.5% | -0.1% | 0↑ 8↓ | $4.3B | 10 |
| Next Q | $1.00 | $0.89–$1.35 | 4.7% | -1.4% | 1↑ 7↓ | $4.1B | 10 |
| Current FY | $4.12 | $4.07–$4.16 | 8.3% | +0.0% | 3↑ 0↓ | $15.6B | 17 |
| Next FY | $4.54 | $4.41–$4.67 | 10.3% | -0.1% | 4↑ 0↓ | $17.2B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.308 | — |
| 7d ago | $1.309 | -0.001 |
| 30d ago | $1.309 | -0.001 |
| 60d ago | $1.385 | -0.076 |
| 90d ago | $1.395 | -0.087 |
Institutional ownership
Which big funds own XEL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $39.0B total value (484,302,600 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 60,898,333 | $4.9B | 12.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 40,769,716 | $3.3B | 8.4% | — |
| STATE STREET CORP | 38,896,012 | $3.1B | 8.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 35,610,992 | $2.9B | 7.3% | — |
| BANK OF AMERICA CORP /DE/ | 29,933,748 | $2.4B | 6.2% | — |
| Capital Research Global Investors | 29,301,965 | $2.4B | 6.0% | — |
| JPMORGAN CHASE & CO | 21,741,661 | $1.8B | 4.6% | — |
| Invesco Ltd. | 21,381,193 | $1.7B | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 18,042,089 | $1.4B | 3.7% | — |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 16,269,553 | $1.3B | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 6,719,206 | 11,152,597 | +66.0% | $895.6M |
| GOLDMAN SACHS GROUP INC | ADD | 7,011,639 | 10,997,965 | +56.9% | $883.1M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | ADD | 5,572,658 | 8,818,013 | +58.2% | $708.1M |
| DEUTSCHE BANK AG\ | ADD | 4,017,084 | 5,403,828 | +34.5% | $433.9M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 687,854 | 3,395,450 | +393.6% | $272.7M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,169,250 | 3,018,604 | +39.2% | $242.4M |
| BROOKFIELD Corp /ON/ | NEW | — | 1,632,769 | — | $131.1M |
| CIBC Bancorp USA Inc. | DOUBLED | 230,374 | 1,509,192 | +555.1% | $121.3M |
| CITIGROUP INC | ADD | 856,342 | 1,446,471 | +68.9% | $116.2M |
| Point72 Asset Management, L.P. | ADD | 1,022,596 | 1,400,937 | +37.0% | $112.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$1.4M — $0.00 bought, $1.4M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Welsh Timothy A | Director | AWARD | 580.229 | — | — |
| Sep 28, 2026 | Carter Peter W | Director | AWARD | 403.638 | — | — |
| Sep 28, 2026 | Pardee Charles G | Director | AWARD | 666.189 | — | — |
| Sep 28, 2026 | Burkhart Megan D | Director | AWARD | 687.679 | — | — |
| Sep 28, 2026 | Casey Lynn | Director | AWARD | 580.229 | — | — |
| Sep 28, 2026 | KAMPLING PATRICIA L | Director | AWARD | 773.639 | — | — |
| Jul 29, 2026 | Carter Peter W | Director | AWARD | 1,818.74 | — | — |
| Jun 28, 2026 | Burkhart Megan D | Director | AWARD | 583.728 | — | — |
| Jun 28, 2026 | KAMPLING PATRICIA L | Director | AWARD | 607.783 | — | — |
| Jun 28, 2026 | Casey Lynn | Director | AWARD | 492.521 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for XEL.
Shares short
41,392,983
Settlement Sep 15, 2026
Change vs prior
+0.4%
Semi-monthly cycle
Days to cover
7.0
At avg daily volume
Of shares outstanding
≈6.6%
Estimate — not % of float
All XEL filing & press-release reports (1)
- CLUSTER reportMar 4, 2026