XEL
XCEL ENERGY INCEvidence as of 2026-09-03Overview · XCEL ENERGY INC
Xcel Energy Inc., through its subsidiaries, generates, purchases, transmits, distributes, and sells electricity. It operates through Regulated Electric Utility, Regulated Natural Gas Utility, and All Other segments. The company generates electricity through coal, nuclear, natural gas, hydroelectric, solar, biomass, oil, wood/refuse, and wind energy sources. It also purchases, transports, distributes, and sells natura…
Management team
- Mr. Jeffrey S. Savage · Senior VP and Chief Audit & Financial Services OfficerFind on LinkedIn
- Ms. Patricia Correa · Senior VP, Human Resources & Employee Services and Chief Human Resources OfficerFind on LinkedIn
- Justin Tomljanovic · Vice President of Corporate DevelopmentFind on LinkedIn
- Mr. Ryan Long · President of Minnesota, North Dakota & South Dakota and General CounselFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.1 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.1 of a possible +2; was +0.1 before debate) · confidence high. Over the sample the company’s share count rose by 50,081,612 shares (from 574,552,694 as of 2025-02-20 to 624,634,306 as of 2026-07-28), reported quarterly net income increased from $483,000,000 (quarter ended 2025-03-31) to $586,000,000 (quarter ended 2026-06-30), and operating income by quarter moved from $677,000,000 to $706,000,000 with intra‑sample peaks of $754,000,000 (fiscal Q1 2026, ended 31 March 2026) and $749,000,000 (fiscal Q3 2025, ended 30 September 2025).
Balance-sheet and cash-flow aggregates expanded: long‑term debt rose from $27,316,000,000 (as of 2024-12-31) to $36,947,000,000 (as of 2026-06-30), cash and equivalents climbed from $179,000,000 to $2,010,000,000 over the same span, total assets grew from $70,035,000,000 to $87,165,000,000, and stockholders’ equity increased from $19,522,000,000 to $24,057,000,000. Free cash flow (TTM) is negative $2,500,000,000 while operating cash flow (TTM) is $5,312,000,000 and capex (TTM) is $7,812,000,000; market capitalization is $47,166,136,446 and enterprise value is $82,103,136,446.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Entity common shares outstanding rose from 574,552,694 as of 2025-02-20 to 624,634,306 as of 2026-07-28, indicating an increase of 50,081,612 shares over that period.
XBRL companyfacts · 0000072903-25-000029Reported quarterly net income increased across the sample: $483,000,000 in the quarter ended 2025-03-31 and $586,000,000 in the quarter ended 2026-06-30.
XBRL companyfacts · 0000072903-26-000073Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
An 8-K (the 8-K filed 20 August 2026) was filed on 2026-08-20 and is the only filing present in the supplied evidence set.
8-K filed 2026-08-20No other filings (for example, a 10-Q, 10-K, or additional current reports) were included in the provided evidence, so no additional items, risk-factor diffs, or management-discussion excerpts can be drawn from the supplied documents.
8-K filed 2026-08-20Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Dividend yield (TTM) is +3.08% and dividend growth over 3 years is +4.9%, and the yield ranks in the 81th percentile of the 547-stock research universe.
Moneyta signal set · 2026-09-02Short- and medium-term momentum are negative: 3‑month momentum is -1.7% and 6‑month momentum is -7.7%, with 6‑month momentum ranking in the 22th percentile of the 547-stock universe.
Moneyta signal set · 2026-09-02weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
The evidence shows XEL had a membership weight of 0.08% in ETF IVV as of 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataThe provided evidence contains a single ETF membership record for XEL (the IVV entry) and no other ETF memberships are shown in the evidence set.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Recent headlines are dominated by institutional 13F/holdings disclosures showing multiple funds initiating or increasing stakes in Xcel Energy in the second quarter (examples include Van ECK Associates, BTG Pactual Asset Management US, Canada Pension Plan Investment Board, Primecap Management, and Public Employees Retirement System of Ohio).
News · thelincolnianonline.com · 2026-08-31Van ECK Associates Corp reported lifting its stake in Xcel Energy by 25.0% during the second quarter, owning 364,155 shares after the purchase.
News · thelincolnianonline.com · 2026-08-31Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Free cash flow (TTM) is negative $2,500,000,000, producing a negative FCF per share of -$3.9872.
Valuation inputs · SEC XBRL + stored EOD closeNet cash provided by (used in) operating activities (OCF, TTM) is $5,312,000,000 while capital expenditures (capex, TTM) are $7,812,000,000, which explains the negative FCF (OCF minus capex).
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several pieces of the supplied evidence jointly support a favorable read. Reported net income and quarterly operating income have increased across the sample, while cash and cash equivalents, total assets, and stockholders' equity have grown materially over the period shown — financial statement expansion that often indicates improving operating scale and balance-sheet liquidity. Market signals show a relatively attractive dividend yield (in the 81st percentile of the universe) and low realized volatility, and institutional 13F filings indicate multiple funds initiated or increased stakes in the quarter, which commonly accompanies positive investor interest. Additionally, street consensus in the supplied snapshot is skewed toward buy ratings (12 buys vs 1 hold), and the company’s reported operating income and market capitalization produce an enterprise value context that supports further fundamental analysis.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.31
27 surviving claims rest on 14 distinct sources; the heaviest analyst carries 22% of them, and 96% of what the desk raised survived the debate.
The surviving set is moderately robust: 27 claims draw on 14 sources and most points survived desk debate, which supports internal consistency. However, with one analyst responsible for 22% of claims and heavy survival across checks, the read is somewhat fragile to concentrated sources or a single analyst's interpretation; additionally the supplied evidence has a limited filing set, so material updates in filings could materially change conclusions.
Peer context · computed, not argued
12-1 momentum ranks 8th of 14 in Utilities—Regulated Electric (as of 2026-09-02).
90-day volatility ranks 3rd of 14 in Utilities—Regulated Electric (as of 2026-09-02).
dividend yield ranks 9th of 14 in Utilities—Regulated Electric (as of 2026-09-02).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
16 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.3 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.1 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 1 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on XEL Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.