Ray Dalio's XEL Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 144,263 shares of Xcel Energy Inc. (XEL) worth $11.58 M, representing 0.05% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in XEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 144,263 shares. Largest reduction occurred in Q1 2023, reducing 189,343 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Xcel Energy (XEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Xcel Energy (XEL) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +144,263 | New Buy | 144,263 | $80.30 |
| Q1 2026 | -18,031 | Sold Out | 0 | $0.00 |
| Q4 2025 | -47,363 | Reduce 72.43% | 18,031 | $73.86 |
| Q3 2025 | +65,394 | New Buy | 65,394 | $80.65 |
| Q1 2023 | -189,343 | Sold Out | 0 | $0.00 |
| Q4 2022 | +89,567 | Add 89.77% | 189,343 | $70.11 |
| Q3 2022 | -178,313 | Reduce 64.12% | 99,776 | $64.00 |
| Q2 2022 | +124,101 | Add 80.59% | 278,089 | $70.76 |
| Q1 2022 | +121,864 | Add 379.35% | 153,988 | $72.17 |
| Q4 2021 | +32,124 | New Buy | 32,124 | $67.71 |
| Q3 2020 | -8,865 | Sold Out | 0 | $0.00 |
| Q2 2020 | -5,980 | Reduce 40.28% | 8,865 | $62.49 |
| Q1 2020 | +14,845 | New Buy | 14,845 | $60.29 |
| Q1 2019 | -40,102 | Sold Out | 0 | $0.00 |
| Q4 2018 | +34,647 | Add 635.14% | 40,102 | $49.27 |
| Q3 2018 | -2,334 | Reduce 29.97% | 5,455 | $47.30 |
| Q2 2018 | -4,614 | Reduce 37.20% | 7,789 | $45.71 |
| Q1 2018 | -108,315 | Reduce 89.73% | 12,403 | $45.47 |
| Q4 2017 | +81,634 | Add 208.87% | 120,718 | $48.11 |
| Q3 2017 | +28,415 | Add 266.33% | 39,084 | $47.31 |
| Q2 2017 | +10,669 | New Buy | 10,669 | $45.83 |
| Q4 2014 | -15,900 | Sold Out | 0 | $0.00 |
| Q3 2014 | +15,900 | New Buy | 15,900 | $30.38 |
Ray Dalio's Xcel Energy Investment FAQs
Ray Dalio first purchased Xcel Energy Inc. (XEL) in Q3 2014, acquiring 15,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Xcel Energy Inc. (XEL) for 23 quarters since Q3 2014.
Ray Dalio's largest addition to Xcel Energy Inc. (XEL) was in Q2 2026, adding 144,263 shares worth $11.58 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 144,263 shares of Xcel Energy Inc. (XEL), valued at approximately $11.58 M.
As of the Q2 2026 filing, Xcel Energy Inc. (XEL) represents approximately 0.05% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Xcel Energy Inc. (XEL) was 278,089 shares, as reported at the end of Q2 2022.