Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085
XELLL
4 hedge funds and large institutions have $4.97M invested in Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
144% more capital invested
Capital invested by funds: $2.04M → $4.97M (+$2.93M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
+$2.99M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$24.9K |
| 3 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$2.37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$35.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IR
1
IAT Reinsurance
New York
| $4.94M | +$2.99M | +120,000 | +150% |
|
|
2
Bessemer Group
Woodbridge,
New Jersey
| $25K | +$24.9K | +1,000 | New |
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.59K | – | – | – |
|
|
FCAS
4
First Command Advisory Services
Fort Worth,
Texas
| $2.35K | +$2.37K | +95 | New |
|
|
NS
5
NBC Securities
Birmingham,
Alabama
| – | -$35.3K | -1,416 | Closed |
|
XELLL Hedge Fund Activity: Q1 2026 in Review
4 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 (XELLL) for Q1 2026, worth a combined $4.97M — up 144% from $2.04M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new XELLL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was IAT Reinsurance, adding an estimated $2.99M. The largest seller was NBC Securities, exiting entirely with an estimated $35.3K sold.
- 4 institutional investors held Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 (XELLL) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $4.97M of Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 stock for Q1 2026, up 144% quarter-over-quarter.
- 2 funds opened new Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 positions in Q1 2026 and 1 closed out, a net change of +1 holder.
- The largest Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 buyer in Q1 2026 was IAT Reinsurance, an estimated $2.99M added.
- The largest Xcel Energy Inc 6.25% Junior Subordinated Notes Series due 2085 seller in Q1 2026 was NBC Securities, an estimated $35.3K sold.
Based on aggregated 13F filings for Q1 2026.