Xcel Energy Inc (XEL)

Gallagher Fiduciary Advisors LLC has acquired a new position in Xcel Energy Inc. (NASDAQ:XEL), purchasing 17,952 shares valued at approximately $1.44 million. This move is part of broader institutional interest, with hedge funds and institutional investors collectively owning 78.38% of the company. Despite a 5.1% year-over-year revenue decline, Xcel Energy reported better-than-expected quarterly EPS of $0.93 and declared a quarterly dividend of $0.5925 per share, reflecting an annualized yield of 3.1%.

The Colorado Public Utilities Commission (PUC) has approved an annual rate increase for Xcel Energy of approximately $157 million, leading to a 4.77 percent increase or $5.00 per month for residential customers. While significantly less than Xcel's initial request, the decision includes several affordability protections, such as expanding benefits under the Percentage of Income Payment Plan (PIPP) and prohibiting shutoffs for vulnerable customers. The PUC also directed staff to study utility disconnection patterns to better assist at-risk customers.

Xcel Energy (US98389B1008) stock is trading in the upper $70 range, supported by fresh Q2 2026 earnings that delivered ongoing EPS of $0.93 on revenue of $3.12 billion, beating EPS estimates but falling short on revenue. The company reaffirmed its long-term EPS growth outlook of at least 9 percent per year through 2030, driven by regulated capital investment and clean energy projects. Despite recent modest price pressure, analysts maintain a positive outlook with an average price target of $92.41, implying significant upside, while the stock offers a stable 3.1% dividend yield.

Sone Capital Management LLC recently acquired 98,863 shares of Xcel Energy Inc. (NASDAQ:XEL), valued at approximately $7.94 million, during the second quarter. Other institutional investors also adjusted their holdings in XEL, with hedge funds and institutions collectively owning 78.38% of the company's stock. Analysts currently have a consensus "Buy" rating for Xcel Energy with a target price of $92.41, following recent adjustments to price objectives by several brokerages.

Meiji Yasuda Asset Management Co Ltd. acquired 15,422 shares of Xcel Energy Inc. (NASDAQ:XEL) valued at approximately $1.24 million during the second quarter. Xcel Energy has an average "Buy" rating from analysts and a consensus price target of $92.41, with institutional investors owning 78.38% of the company. The company also announced a quarterly dividend of $0.5925, representing a 3.1% annualized yield.