Jefferies Group's XEL Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 603,592 shares of Xcel Energy Inc. (XEL) worth $48.68 M, representing 0.23% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in XEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 539,589 shares. Largest reduction occurred in Q2 2024, reducing 176,897 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Xcel Energy (XEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Xcel Energy (XEL) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +5,987 | New Buy | 5,987 | $62.17 |
| Q3 2023 | -5,987 | Sold Out | 5,987 | $0.00 |
| Q4 2023 | +183,572 | New Buy | 183,572 | $61.91 |
| Q1 2024 | -183,572 | Sold Out | 183,572 | $0.00 |
| Q2 2024 | +6,675 | New Buy | 6,675 | $53.41 |
| Q3 2024 | -6,675 | Sold Out | 6,675 | $0.00 |
| Q4 2024 | +19,620 | New Buy | 19,620 | $67.52 |
| Q1 2025 | +120,668 | Add 615.03% | 140,288 | $70.79 |
| Q2 2025 | -76,285 | Reduce 54.38% | 64,003 | $68.10 |
| Q3 2025 | +539,589 | Add 843.07% | 603,592 | $80.65 |
Jefferies Group's Xcel Energy Investment FAQs
Jefferies Group first purchased Xcel Energy Inc. (XEL) in Q2 2023, acquiring 5,987 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Xcel Energy Inc. (XEL) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Xcel Energy Inc. (XEL) was in Q3 2025, adding 603,592 shares worth $48.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 603,592 shares of Xcel Energy Inc. (XEL), valued at approximately $48.68 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 0.23% of Jefferies Group'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.
Jefferies Group's peak holding in Xcel Energy Inc. (XEL) was 603,592 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.