Xcel Energy Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

LSE:0M1R Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
16 Aug 24	SellUS$121,440	Frank Prager	Individual		2,041	US$59.50
20 May 24	SellUS$979,471	Timothy O'Connor	Individual		17,563	US$55.77

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 0M1R?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	323,389	0.0563%
State or Government	714,047	0.124%
General Public	110,664,311	19.3%
Institutions	462,539,998	80.5%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.1%.

Top Shareholders

Top 25 shareholders own 55.19% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.7%	The Vanguard Group, Inc.	72,878,986	US$5.0b	0.9%	0.07%
8.03%	BlackRock, Inc.	46,096,769	US$3.1b	0.53%	0.05%
6.47%	State Street Global Advisors, Inc.	37,143,025	US$2.5b	6.67%	0.09%
3.57%	T. Rowe Price Group, Inc.	20,512,305	US$1.4b	60.4%	0.12%
2.65%	Massachusetts Financial Services Company	15,190,756	US$1.0b	6.24%	0.22%
2.54%	JP Morgan Asset Management	14,582,003	US$993.6m	-6.47%	0.11%
2.54%	Geode Capital Management, LLC	14,562,103	US$992.3m	1.83%	0.07%
2.38%	Aristotle Capital Management, LLC	13,695,233	US$933.2m	0.04%	1.75%
1.89%	Managed Account Advisors LLC	10,845,660	US$739.0m	205%	0.15%
1.06%	Wells Fargo & Company, Securities and Brokerage Investments	6,085,724	US$414.7m	-3.23%	0.12%
1.03%	Legal & General Investment Management Limited	5,921,153	US$403.5m	-5.81%	0.07%
0.96%	Victory Capital Management Inc.	5,488,784	US$374.0m	-27.7%	0.34%
0.89%	Perpetual Limited	5,088,622	US$346.7m	0%	0.97%
0.88%	Northern Trust Global Investments	5,077,629	US$346.0m	-4.77%	0.05%
0.83%	Franklin Resources, Inc.	4,782,701	US$325.9m	-0.8%	0.11%
0.82%	Goldman Sachs Asset Management, L.P.	4,692,054	US$319.7m	13.2%	0.08%
0.78%	UBS Asset Management AG	4,466,865	US$304.4m	3.83%	0.03%
0.75%	Invesco Capital Management LLC	4,287,763	US$292.2m	4.34%	0.11%
0.7%	Eaton Vance Management	4,001,616	US$272.7m	1.38%	0.06%
0.66%	American Century Investment Management Inc	3,776,609	US$257.3m	81.2%	0.12%
0.65%	Magellan Asset Management Limited	3,753,409	US$255.8m	8.57%	1.14%
0.64%	BNY Asset Management	3,698,413	US$252.0m	-0.3%	0.05%
0.61%	Nordea Investment Management, AB	3,513,617	US$239.4m	4.96%	0.16%
0.6%	Charles Schwab Investment Management, Inc.	3,417,615	US$232.9m	2.02%	0.04%
0.59%	Capital Research and Management Company	3,384,975	US$230.7m	0.1%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/28 04:03
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Xcel Energy Inc. is covered by 36 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gary Hovis	Argus Research Company
Nathan Judge	Atlantic Equities LLP
David Parker	Baird