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XEL · Xcel Energy Inc
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XEL Xcel Energy (XEL) Insider Trading, Ownership & Congress Trades

Utilities · Electric & other services combined · CIK 0000072903
3 reactors
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
669
13F, latest reported quarter

What the filings say about XEL

Congress, 1 year
0 bought · 1 sold
Latest: sale, 2025-12-18

Xcel Energy insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for XCEL ENERGY INC in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
EVP, Chief Legal and
SELL
2026-03-04 SEC
800
$66.3K
-4.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 4.0% of the 19,760 shares held after it.
  • 1 other insider sold within 30 days.
  • 669 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Chief Legal and Long Ryan J. sold about $66.3K of XEL on Mar 4, 2026; 1 other insider sold within 30 days and 669 funds added in the latest 13F quarter.
EVP, Group President, Utilitie
SELL
2026-03-04 SECtraded 2026-03-02
15,969
$1.3M
-4.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 33.3% of the 47,937 shares held after it.
  • 1 other insider sold within 30 days.
  • 669 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Group President, Utilitie Rome Amanda J sold about $1.3M of XEL on Mar 2, 2026, the largest insider sale at the company since 2023; 1 other insider sold within 30 days and 669 funds added in the latest 13F quarter.
BUY
2025-03-12 SECtraded 2025-03-11
2,170
$149.6K
+18.8%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 72.2% of the 3,006 shares held after it.
  • No other insider bought within 30 days.
  • 669 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Stockfish Devin W bought about $149.6K of XEL on Mar 11, 2025, the largest insider purchase at the company on our record; 669 funds added in the latest 13F quarter.
SVP, Strategy and External Aff
SELL
2024-08-20 SECtraded 2024-08-16
2,041
$121.4K
+38.4%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 9, 2023.
  • The trade is 7.1% of the 28,705 shares held after it.
  • No other insider sold within 30 days.
  • 669 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP, Strategy and External Aff Prager Frank P sold about $121.4K of XEL on Aug 16, 2024; 669 funds added in the latest 13F quarter.
EVP, Chief Operations Officer
SELL
2024-05-22 SECtraded 2024-05-20
17,563
$979.5K
+55.1%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 28, 2023.
  • No other insider sold within 30 days.
  • 669 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Chief Operations Officer O'Connor Timothy John sold about $979.5K of XEL on May 20, 2024, the largest insider sale at the company since 2023; 669 funds added in the latest 13F quarter.
16 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 11 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
669 funds bought in last quarter
more than 88% of Utilities
Revenue
+1.2% year over year
below 77% of Utilities
Margin
17.5% net margin
more than 77% of Utilities
Buybacks
no share repurchases reported
Short interest
7.9% of the float short (float per yahoo 2026-10-26) · 8.0 days to cover · settled 2026-09-30
more than 85% of Utilities
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch XEL

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-1.3%12M
-12%-6%-1%+5%2025-102025-122026-022026-042026-062026-082026-10 2026-03-02 · Rome Amanda J sold $1.3M2026-03-04 · Long Ryan J. sold $66.3K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns XEL: institutional holders (13F)

13F holdings, latest reported quarter
60,898,333 sh
$4.9B
38,896,012 sh
$3.1B
$2.4B

Congress trades in XEL

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-12-18 · disclosed 28 days later
$1,001 - $15,000
Sold 2025-11-13 · disclosed 28 days later
$1,001 - $15,000
Sold 2025-09-25 · disclosed 12 days later
$1,001 - $15,000
Sold 2025-08-14 · disclosed 28 days later
$1,001 - $15,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

XEL planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

XEL mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Virtus Reaves Utilities ETF
$92.9M position · as of 2026-07-31
7.1%
Nuveen U.S. Infrastructure ETF
$1.3M position · as of 2026-06-30
6.3%
MFS Utilities Fund
$142.7M position · as of 2026-07-31
5.5%
MFS Utilities Series
$65.6M position · as of 2026-06-30
5.3%
EQ/MFS Utilities Series Portfolio
$12.9M position · as of 2026-06-30
5.3%
ICON UTILITIES AND INCOME FUND
$1.2M position · as of 2026-06-30
5.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Government contracts
Award ceilings over the contract's life, subsidiaries included. Not annual revenue (USASpending.gov).
Department Of The Treasury
PUBLIC UTILITIES- ELECTRICAL SERVICE · 2025-10-01
$3.5M
Federal awards ≥ $25M in the last 90 days, matched via the SAM.gov parent registry
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
Xcel Energy Employee Political Action Committee (Xpac)
Cycle 2026 · $366K spent
$334.8K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · CEOBob Frenzel
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$16.0M
$28.4M
$3.3M
+30%
+44%
2024
$12.9M
$20.7M
$3.6M
+14%
+29%
2023
$21.4M
$18.1M
$3.8M
+1%
+8%
2022
$10.3M
$9.9M
$3.3M
+11%
+18%
2020
$16.8M
$30.5M
$2.8M
+8%
-1%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 669 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

XEL financials

Revenue growth
+1.2%
XBRL, annual
Net margin
17.5%
Fleet output, 30 days
74.0%
3 reactors · NRC
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$11.6B
four quarters, 2018-10-01 to 2019-09-30
Net margin, TTM
+19.2%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$7.7B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.64x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.12x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+9.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
effective tax rate -12%, not meaningful
Return on capital employed
+3.8%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
21.33x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$86.1B
market value at close 2026-10-26 on 2026-07-28 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-06-30
FCF yield
-15.8%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
19.25x
P/E over trailing EPS growth of 1%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Operating income$2.6B$2.4B$2.5B$2.4B
Net income$2.0B$1.9B$1.8B$1.7B
EPS (diluted)3.423.443.213.17
Operating cash flow$4.1B$4.6B$5.3B$3.9B
Cash$274.0M$179.0M$129.0M$111.0M
Long-term debt$32.3B$27.3B$25.5B$24.0B
Dividends paid$1.3B$1.2B$1.1B$1.0B
SEC XBRL, fiscal years, as known on 2026-10-27

XEL Stock Sonar score 5/7 axes

Find similar shapesCompare

XEL ranks highest on risk and compliance (60th percentile) and institutional and government (59th), and lowest on growth (23rd), among Utilities peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
46
Inputs
  • Return on equity+9.9% · 58 pct, sector of 104
  • Return on assets+2.7% · 54 pct, sector of 120
  • Return on invested capitaleffective tax rate -12%, not meaningful
  • Return on capital employed+3.8% · 25 pct, sector of 107
Financial health
29
Inputs
  • Debt to equity1.64x · 29 pct, sector of 113
  • Cash flow to debt0.12x · 29 pct, sector of 113
Growth
23
Inputs
  • Revenue growth, YoY+1.2% · 23 pct, sector of 119
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Institutional and government
59
Inputs
  • Funds adding, latest quarter669 · 88 pct, sector of 121
  • Congress net buyers, 365d-1 · 3 pct, sector of 32
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$2.5M · 86 pct, sector of 60
Risk and compliance
60
Inputs
  • Short interest, % of float+7.9% · 19 pct, sector of 162
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 106
  • New text in Risk Factors, latest 10-K+10.8% · 61 pct, sector of 111
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

XEL filings, in plain words

Have members of Congress traded XEL?

Yes. In the year to 2026-10-27, 0 House members disclosed buying XEL and 1 House member disclosed selling it; the latest on record is a sale by Julie Johnson dated 2025-12-18.

Read the full summary

In the year to 2026-10-27, 0 members of Congress disclosed buying XEL and 1 member disclosed selling it; the latest on record is a sale by Julie Johnson dated 2025-12-18. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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