Integrated Wealth Concepts LLC Sells 20,005 Shares of Xcel Energy Inc. $XEL

Posted by Brian Himes on Sep 16th, 2026

Integrated Wealth Concepts LLC trimmed its position in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 45.7% during the second quarter, Holdings Channel.com reports. The fund owned 23,795 shares of the company’s stock after selling 20,005 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in Xcel Energy were worth $1,911,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in XEL. BlackRock Inc. bought a new position in shares of Xcel Energy during the second quarter valued at about $4,890,136,000. Bank of America Corp DE boosted its holdings in Xcel Energy by 1.7% during the second quarter. Bank of America Corp DE now owns 29,933,748 shares of the company’s stock worth $2,403,680,000 after purchasing an additional 491,937 shares during the last quarter. JPMorgan Chase & Co. grew its position in Xcel Energy by 16.9% in the 4th quarter. JPMorgan Chase & Co. now owns 24,572,438 shares of the company’s stock worth $1,814,920,000 after purchasing an additional 3,546,423 shares in the last quarter. Geode Capital Management LLC grew its position in Xcel Energy by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 16,496,124 shares of the company’s stock worth $1,214,035,000 after purchasing an additional 126,498 shares in the last quarter. Finally, GQG Partners LLC purchased a new stake in Xcel Energy in the 2nd quarter valued at about $891,688,000. Institutional investors own 78.38% of the company’s stock.

Xcel Energy Trading Down 2.3%

Shares of Xcel Energy stock opened at $72.49 on Wednesday. The company has a debt-to-equity ratio of 1.49, a quick ratio of 0.62 and a current ratio of 0.70. The stock has a market capitalization of $45.28 billion, a P/E ratio of 19.86, a P/E/G ratio of 2.51 and a beta of 0.39. Xcel Energy Inc. has a 52-week low of $71.35 and a 52-week high of $84.23. The stock’s 50-day simple moving average is $77.93 and its 200 day simple moving average is $79.31.

Xcel Energy (NASDAQ:XEL – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Xcel Energy had a net margin of 15.28% and a return on equity of 10.65%. The company had revenue of $3.12 billion for the quarter, compared to analysts’ expectations of $3.54 billion. During the same period in the prior year, the company posted $1.59 EPS. Xcel Energy’s revenue was down 5.1% compared to the same quarter last year. As a group, research analysts anticipate that Xcel Energy Inc. will post 4.12 EPS for the current year.

Xcel Energy Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 20th. Investors of record on Tuesday, September 15th will be issued a dividend of $0.5925 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.37 dividend on an annualized basis and a yield of 3.3%. Xcel Energy’s dividend payout ratio is 64.93%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. JPMorgan Chase & Co. lifted their target price on shares of Xcel Energy from $91.00 to $102.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. New Street Research set a $91.00 target price on Xcel Energy in a report on Tuesday, June 23rd. Truist Financial decreased their price target on Xcel Energy from $94.00 to $88.00 and set a “buy” rating for the company in a research report on Thursday, August 13th. BTIG Research reiterated a “buy” rating and set a $99.00 price target on shares of Xcel Energy in a report on Friday, July 31st. Finally, Morgan Stanley cut their price objective on Xcel Energy from $92.00 to $89.00 and set an “equal weight” rating on the stock in a research report on Friday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Xcel Energy currently has a consensus rating of “Buy” and an average target price of $92.41.

View Our Latest Research Report on Xcel Energy

Xcel Energy Company Profile

(Free Report)

Xcel Energy Inc is a Minneapolis-based electric and natural gas utility holding company that serves customers across parts of Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas and Wisconsin. Through its operating companies, Xcel provides electricity generation, transmission and distribution, as well as natural gas distribution and related energy services.

The company operates a diversified generating fleet that includes wind, solar, hydroelectric, nuclear, natural gas and other resources.