Xcel Energy Ownership
| XEL Stock | USD 66.72 0.52 0.79% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 557 M | Current Value 565 M | Avarage Shares Outstanding 509.9 M | Quarterly Volatility 28.6 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Xcel |
Xcel Stock Ownership Analysis
About 82.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 1.98. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Xcel Energy has Price/Earnings To Growth (PEG) ratio of 2.16. The entity last dividend was issued on the 6th of January 2025. The firm had 2:1 split on the 2nd of June 1998. Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. Xcel Energy Inc. was incorporated in 1909 and is headquartered in Minneapolis, Minnesota. XCEL Energy operates under UtilitiesRegulated Electric classification in the United States and is traded on NASDAQ Exchange. It employs 11321 people. For more information please call the company at 612 330 5500 or visit https://www.xcelenergy.com.Besides selling stocks to institutional investors, Xcel Energy also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Xcel Energy's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Xcel Energy's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Xcel Energy Quarterly Liabilities And Stockholders Equity |
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Xcel Energy Insider Trades History
Less than 1% of Xcel Energy are currently held by insiders. Unlike Xcel Energy's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Xcel Energy's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Xcel Energy's insider trades
Xcel Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Xcel Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Xcel Energy backward and forwards among themselves. Xcel Energy's institutional investor refers to the entity that pools money to purchase Xcel Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wells Fargo & Co | 2024-09-30 | 6.1 M | Legal & General Group Plc | 2024-09-30 | 5.9 M | Victory Capital Management Inc. | 2024-09-30 | 5.5 M | Barrow Hanley Mewhinney & Strauss Llc | 2024-09-30 | 5.5 M | Amvescap Plc. | 2024-09-30 | 5.2 M | Northern Trust Corp | 2024-09-30 | 5.1 M | Franklin Resources Inc | 2024-09-30 | 4.9 M | American Century Companies Inc | 2024-09-30 | 3.8 M | Bank Of New York Mellon Corp | 2024-09-30 | 3.8 M | Vanguard Group Inc | 2024-09-30 | 72.9 M | Blackrock Inc | 2024-09-30 | 46.1 M |
Xcel Energy Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Xcel Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Xcel Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Xcel Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Burkhart Megan D over two weeks ago Acquisition by Burkhart Megan D of 594 shares of Xcel Energy subject to Rule 16b-3 | ||
Amanda Rome over a month ago Acquisition by Amanda Rome of 4138 shares of Xcel Energy subject to Rule 16b-3 | ||
Burkhart Megan D over three months ago Acquisition by Burkhart Megan D of 658 shares of Xcel Energy subject to Rule 16b-3 | ||
Kehl George J over six months ago Acquisition by Kehl George J of 3061 shares of Xcel Energy subject to Rule 16b-3 | ||
Amanda Rome over six months ago Disposition of 678 shares by Amanda Rome of Xcel Energy at 52.69 subject to Rule 16b-3 | ||
Kim Williams over a year ago Acquisition by Kim Williams of 997 shares of Xcel Energy subject to Rule 16b-3 | ||
Kim Williams over a year ago Acquisition by Kim Williams of 2610 shares of Xcel Energy subject to Rule 16b-3 | ||
Daniel Yohannes over a year ago Acquisition by Daniel Yohannes of 2484 shares of Xcel Energy subject to Rule 16b-3 |
Xcel Energy's latest congressional trading
Congressional trading in companies like Xcel Energy, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Xcel Energy by those in governmental positions are based on the same information available to the general public.
Xcel Energy Outstanding Bonds
Xcel Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Xcel Energy uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Xcel bonds can be classified according to their maturity, which is the date when Xcel Energy has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| XEL 46 01 JUN 32 Corp BondUS98388MAD92 | View | |
| XEL 235 15 NOV 31 Corp BondUS98388MAC10 | View | |
| XEL 175 15 MAR 27 Corp BondUS98388MAB37 | View | |
| XTO ENERGY INC Corp BondUS98385XAM83 | View | |
| XCEL ENERGY INC Corp BondUS98389BAU44 | View | |
| XCEL ENERGY INC Corp BondUS98389BAV27 | View | |
| XCEL ENERGY INC Corp BondUS98389BAR15 | View | |
| XCEL ENERGY INC Corp BondUS98389BAN01 | View |
Xcel Energy Corporate Filings
F4 | 6th of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 31st of December 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of November 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify | |
| 4th of November 2024 Other Reports | ViewVerify |
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Is Electric Utilities space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Xcel Energy. If investors know Xcel will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Xcel Energy listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.018 | Dividend Share 2.163 | Earnings Share 3.4 | Revenue Per Share | Quarterly Revenue Growth (0.01) |
The market value of Xcel Energy is measured differently than its book value, which is the value of Xcel that is recorded on the company's balance sheet. Investors also form their own opinion of Xcel Energy's value that differs from its market value or its book value, called intrinsic value, which is Xcel Energy's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Xcel Energy's market value can be influenced by many factors that don't directly affect Xcel Energy's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Xcel Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Xcel Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Xcel Energy's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.