Guru Ownership Trend
Guru Analysis for Xcel Energy Inc. (XEL)
Xcel Energy Inc. (XEL), a key player in the Utilities sector, continues to attract institutional attention.
As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $250.33 M.
Top institutional holders include Cliff Asness and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $74.37 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 843.1%. Conversely, Cliff Asness reduced exposure by 28.6%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.06% | Reduce -28.6% | 1,077,670 | $86.74 M | Q3 2025 | |
| 0.13% | New Buy | 959,616 | $77.39 M | Q3 2025 | |
| 0.23% | Add 843.1% | 603,592 | $48.68 M | Q3 2025 | |
| 0.29% | Add 2.5% | 386,008 | $31.13 M | Q3 2025 | |
| 4.86% | 194,500 | $15.69 M | Q3 2025 | ||
| 0.02% | New Buy | 65,394 | $5.27 M | Q3 2025 | |
| 0.00% | Reduce -24.9% | 4,325 | $348,811 | Q3 2025 | |
| 0.00% | New Buy | 3,983 | $321,315 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Xcel Energy Inc. (XEL)
Major holders include Cliff Asness ($86.74 M), Steven Cohen ($77.39 M), Jefferies Group ($48.68 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.3 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $74.37 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited XEL. The total reported sell value was $52.91 M.
Yes, 3 managers opened new positions in XEL, and 2 increased their existing holdings. The total reported buy value was $127.28 M.