Ray Dalio's XEL Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 65,394 shares of Xcel Energy Inc. (XEL) worth $5.27 M, representing 0.02% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in XEL, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 124,101 shares. Largest reduction occurred in Q3 2022, reducing 178,313 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +15,900 | New Buy | 15,900 | $30.38 |
| Q4 2014 | -15,900 | Sold Out | 15,900 | $0.00 |
| Q2 2017 | +10,669 | New Buy | 10,669 | $45.83 |
| Q3 2017 | +28,415 | Add 266.33% | 39,084 | $47.31 |
| Q4 2017 | +81,634 | Add 208.87% | 120,718 | $48.11 |
| Q1 2018 | -108,315 | Reduce 89.73% | 12,403 | $45.47 |
| Q2 2018 | -4,614 | Reduce 37.20% | 7,789 | $45.71 |
| Q3 2018 | -2,334 | Reduce 29.97% | 5,455 | $47.30 |
| Q4 2018 | +34,647 | Add 635.14% | 40,102 | $49.27 |
| Q1 2019 | -40,102 | Sold Out | 40,102 | $0.00 |
| Q1 2020 | +14,845 | New Buy | 14,845 | $60.29 |
| Q2 2020 | -5,980 | Reduce 40.28% | 8,865 | $62.49 |
| Q3 2020 | -8,865 | Sold Out | 8,865 | $0.00 |
| Q4 2021 | +32,124 | New Buy | 32,124 | $67.71 |
| Q1 2022 | +121,864 | Add 379.35% | 153,988 | $72.17 |
| Q2 2022 | +124,101 | Add 80.59% | 278,089 | $70.76 |
| Q3 2022 | -178,313 | Reduce 64.12% | 99,776 | $64.00 |
| Q4 2022 | +89,567 | Add 89.77% | 189,343 | $70.11 |
| Q1 2023 | -189,343 | Sold Out | 189,343 | $0.00 |
| Q3 2025 | +65,394 | New Buy | 65,394 | $80.65 |
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 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Xcel Energy Inc. (XEL) was in Q2 2022, adding 278,089 shares worth $19.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 65,394 shares of Xcel Energy Inc. (XEL), valued at approximately $5.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Xcel Energy Inc. (XEL) represents approximately 0.02% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Xcel Energy Inc. (XEL) was 278,089 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.