Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

XEL

Xcel Energy Inc.UtilitiesMkt Cap $48.2B

Distillfolio Position

2026-08-25

Long #12

Score +0.1986

Weight 3.0%

2026-05-26 → 2026-08-24

Analyst

BullishNeutralBearish

1 month

-4.2%

2 months

-5.4%

3 months

-3.5%

13F · Hedge Fund

2026-03-31 → 2026-06-30 · top 5 of 35 funds

Qube Research & Technologies Ltd
$225.4M → $110.7M
-$114.7M
VOLORIDGE INVESTMENT MANAGEMENT, LLC
$32.2M → $93.2M
+$61.0M
TWO SIGMA INVESTMENTS, LP
$53.5M → $6.4M
-$47.1M
Squarepoint Ops LLC
$29.3M → $64.2M
+$34.9M
Verition Fund Management LLC
$256K → $32.3M
+$32.0M

13F · Asset Manager

2026-03-31 → 2026-06-30 · top 5 of 66 managers

Invesco Ltd.
$641.5M → $1.7B
+$1.1B
BlackRock, Inc.
$4.3B → $4.9B
+$607.4M
FMR LLC
$533.8M → $895.6M
+$361.8M
Capital Research Global Investors
$2.2B → $2.4B
+$187.5M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$1.4B → $1.3B
-$132.5M

13F · Other Institutional

2026-03-31 → 2026-06-30 · top 5 of 48 institutions

JPMORGAN CHASE & CO
Bank
$2.3B → $1.8B
-$489.6M
GOLDMAN SACHS GROUP INC
Bank
$557.0M → $883.1M
+$326.1M
BANK OF MONTREAL /CAN/
Bank
$54.6M → $272.7M
+$218.0M
STATE STREET CORP
Bank
$3.0B → $3.1B
+$174.3M
DEUTSCHE BANK AG\
Bank
$319.1M → $433.9M
+$114.8M

Analyst Ratings

2026-08-21 · 60d ·4 Bullish0 Bearish1 Neutral

Neutral
Morgan Stanley
2026-08-21
Equal-Weight
Bullish
Truist Securities
2026-08-13
Buy
Bullish
BMO Capital
2026-07-22
Outperform
Bullish
JP Morgan
2026-07-16
Overweight
Bullish
Barclays
2026-07-09
Overweight

Price Momentum

2025-08-22 → 2026-08-24

1 month
from 2026-07-27
-4.2%
3 months
from 2026-05-26
-3.5%
6 months
from 2026-02-24
-6.5%
9 months
from 2025-11-20
-0.5%
12 months
from 2025-08-22
+7.3%

Short Interest

2026-05-29 → 2026-07-31 · 5 periods

2026-07-31
42.46M shares short
8.50d
-0.36d
2026-07-15
42.97M shares short
8.86d
+2.00d
2026-06-30
45.02M shares short
6.86d
+0.83d
2026-06-15
37.16M shares short
6.04d
-0.55d
2026-05-29
37.01M shares short
6.58d

Insider Transactions

—

No insider transactions

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF