EP Wealth Advisors LLC Invests $49.26 Million in Xcel Energy Inc. $XEL

Posted by Brian Himes on Aug 22nd, 2026

EP Wealth Advisors LLC purchased a new stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 613,442 shares of the company’s stock, valued at approximately $49,259,000.

A number of other hedge funds have also recently added to or reduced their stakes in XEL. BlackRock Inc. acquired a new stake in shares of Xcel Energy during the second quarter worth $4,890,136,000. Deutsche Bank AG bought a new stake in shares of Xcel Energy during the 2nd quarter valued at about $433,927,000. Barclays PLC raised its stake in Xcel Energy by 63.6% during the fourth quarter. Barclays PLC now owns 9,979,397 shares of the company’s stock worth $737,078,000 after acquiring an additional 3,881,011 shares during the period. JPMorgan Chase & Co. lifted its holdings in Xcel Energy by 16.9% in the fourth quarter. JPMorgan Chase & Co. now owns 24,572,438 shares of the company’s stock worth $1,814,920,000 after acquiring an additional 3,546,423 shares during the last quarter. Finally, Bank of New York Mellon Corp acquired a new position in Xcel Energy in the second quarter valued at approximately $280,187,000. Institutional investors and hedge funds own 78.38% of the company’s stock.

Xcel Energy Price Performance

Shares of NASDAQ:XEL opened at $76.30 on Friday. Xcel Energy Inc. has a 12 month low of $71.29 and a 12 month high of $84.23. The stock has a market cap of $47.66 billion, a price-to-earnings ratio of 20.90, a PEG ratio of 2.05 and a beta of 0.39. The stock’s 50 day moving average price is $79.35 and its 200 day moving average price is $79.70. The company has a debt-to-equity ratio of 1.49, a current ratio of 0.70 and a quick ratio of 0.62.

Xcel Energy (NASDAQ:XEL – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Xcel Energy had a return on equity of 10.65% and a net margin of 15.28%.The firm had revenue of $3.12 billion during the quarter, compared to analyst estimates of $3.54 billion. During the same period last year, the company posted $1.59 EPS. The firm’s quarterly revenue was down 5.1% on a year-over-year basis. Equities research analysts anticipate that Xcel Energy Inc. will post 4.11 earnings per share for the current fiscal year.

Xcel Energy Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, October 20th. Investors of record on Tuesday, September 15th will be issued a $0.5925 dividend. This represents a $2.37 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Tuesday, September 15th. Xcel Energy’s payout ratio is presently 64.93%.

Analyst Upgrades and Downgrades

XEL has been the subject of several recent research reports. Barclays upped their target price on Xcel Energy from $87.00 to $90.00 and gave the company an “overweight” rating in a report on Thursday, July 9th. Evercore reaffirmed an “outperform” rating and issued a $96.00 price objective on shares of Xcel Energy in a report on Monday, May 4th. BMO Capital Markets cut their price objective on shares of Xcel Energy from $95.00 to $92.00 and set an “outperform” rating on the stock in a research report on Wednesday, July 22nd. Jefferies Financial Group set a $101.00 target price on shares of Xcel Energy in a research report on Tuesday, July 7th. Finally, Morgan Stanley decreased their price objective on Xcel Energy from $92.00 to $89.00 and set an “equal weight” rating for the company in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, Xcel Energy presently has an average rating of “Buy” and a consensus price target of $92.41.

View Our Latest Research Report on Xcel Energy

About Xcel Energy

(Free Report)

Xcel Energy (NASDAQ: XEL) is a Minneapolis-based, publicly traded utility holding company that develops, owns and operates regulated electricity and natural gas delivery systems. The company’s core activities include generation, transmission and distribution of electricity, the delivery of natural gas to customers, and related customer service operations. Xcel provides a mix of utility services to residential, commercial and industrial customers and participates in wholesale energy markets where appropriate.

Its generation portfolio combines nuclear, natural gas, coal and a growing share of renewable resources such as wind and solar.