Recent Uptick Might Appease Xcel Energy Inc. (NASDAQ:XEL) Institutional Owners After Losing 11% Over the Past Year
Recent Uptick Might Appease Xcel Energy Inc. (NASDAQ:XEL) Institutional Owners After Losing 11% Over the Past Year
Key Insights
主要见解
- Given the large stake in the stock by institutions, Xcel Energy's stock price might be vulnerable to their trading decisions
- 50% of the business is held by the top 19 shareholders
- Insiders have been selling lately
- 考虑到机构在 Xcel Energy 股票中所占的大部分股份,其股票价格可能会受到机构的交易决策的影响。
- 前19名股东持有业务的50%。
- 内部人员最近一直在卖出。
Every investor in Xcel Energy Inc. (NASDAQ:XEL) should be aware of the most powerful shareholder groups. We can see that institutions own the lion's share in the company with 79% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.
作为Xcel Energy Inc. (纳斯达克:XEL)的投资者,应该知道最有力的股东团体。我们可以看到,机构持有该公司79%的股份。换句话说,该团体从他们对公司的投资中获得(或损失)的最多(或最少)。
Institutional investors would probably welcome last week's 5.1% increase in the share price after a year of 11% losses as a sign that returns may to begin trending higher.
机构投资者可能会对上周股价上涨5.1%的情况表示欢迎,因为在经历了11%的年度损失之后,回报率可能开始上升。
Let's delve deeper into each type of owner of Xcel Energy, beginning with the chart below.
让我们深入探讨Xcel Energy的每种所有者类型,从下面的图表开始吧。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240722/0-6d1362e3221141ed6ee9baf655e4488b-0-953c2e9cd4c6a243f06be0bdfff0af97.png/big)
What Does The Institutional Ownership Tell Us About Xcel Energy?
机构所有权向我们展示了什么关于 Xcel Energy ?
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
机构投资者通常将自己的回报与常见的指数回报进行比较。因此,他们通常会考虑购买包括在相关基准指数中的较大公司。
We can see that Xcel Energy does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Xcel Energy, (below). Of course, keep in mind that there are other factors to consider, too.
我们可以看到,Xcel Energy确实拥有机构投资者,并且他们持有公司的很大一部分股票。这可以表明公司在投资社区中有一定的可信度。然而,最好不要依赖机构投资者所谓的认可,要警惕错误的机构投资者。如果两个大型机构投资者同时试图抛售一只股票,很可能会看到股价大幅下跌。因此,值得检查Xcel Energy以往的盈利走势(如下)。当然,还要记住还有其他因素需要考虑。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240722/0-6d1362e3221141ed6ee9baf655e4488b-1-7fb1c006eec98ab7c2e383bd11e9655d.png/big)
Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Xcel Energy is not owned by hedge funds. The Vanguard Group, Inc. is currently the largest shareholder, with 13% of shares outstanding. Meanwhile, the second and third largest shareholders, hold 8.8% and 5.9%, of the shares outstanding, respectively.
投资者应该注意,机构实际上拥有超过一半的公司股份,因此他们可以集体行使巨大的权力。Xcel Energy不是由对冲基金所拥有。目前,The Vanguard Group, Inc.是最大的股东,持有13%的流通股。同时,第二大和第三大股东分别持有流通股的8.8%和5.9%。
A closer look at our ownership figures suggests that the top 19 shareholders have a combined ownership of 50% implying that no single shareholder has a majority.
我们对于股权数据的更深入分析显示,前19大股东共计持有公司50%的股份,这意味着没有单一股东占多数。
While studying institutional ownership for a company can add value to your research, it is also a good practice to research analyst recommendations to get a deeper understand of a stock's expected performance. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.
尽管研究公司的机构持股可以增加您的研究价值,但研究分析师的建议也是一个好习惯,以更深入地了解股票的预期表现。有相当数量的分析师关注该股,因此了解他们对未来的总体观点可能很有用。
Insider Ownership Of Xcel Energy
Xcel Energy的内部所有权
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Company management run the business, but the CEO will answer to the board, even if he or she is a member of it.
内部人员的定义在不同国家可能会稍有不同,但董事会成员始终算入其中。公司管理负责经营业务,但即使首席执行官是董事会成员,他或她也必须对董事会负责。
I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions.
我通常认为内部人士持股是一件好事。但是,在某些情况下,它会使其他股东更难以对董事会的决定进行问责。
Our most recent data indicates that insiders own less than 1% of Xcel Energy Inc.. It is a very large company, so it would be surprising to see insiders own a large proportion of the company. Though their holding amounts to less than 1%, we can see that board members collectively own US$18m worth of shares (at current prices). It is always good to see at least some insider ownership, but it might be worth checking if those insiders have been selling.
我们最近的数据表明内部人员拥有Xcel Energy股份不到1%。这是一家非常大的公司,所以看到内部人员拥有大量公司股份有点出乎意料。尽管他们持有的股份不到1%,但我们可以看到董事会成员共拥有价值1800万美元的股份(按当前价格计算)。看到至少有一些内部所有权总是好的,但值得检查这些内部人员是否一直在出售。
General Public Ownership
一般大众所有权
The general public-- including retail investors -- own 21% stake in the company, and hence can't easily be ignored. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders.
普通公众,包括散户投资者,拥有该公司21%的股份,因此不能轻易忽略。尽管该股东数量相当可观,但如果决策与其他大股东不符,可能无法改变公司政策。
Next Steps:
下一步:
It's always worth thinking about the different groups who own shares in a company. But to understand Xcel Energy better, we need to consider many other factors. To that end, you should learn about the 2 warning signs we've spotted with Xcel Energy (including 1 which is concerning) .
考虑到拥有股份的不同团体,总是值得思考。但为了更好地了解 Xcel Energy,我们需要考虑许多其他因素。关于此,最好了解我们在Xcel Energy中发现的2个警告信号(其中1个值得关注)。
If you are like me, you may want to think about whether this company will grow or shrink. Luckily, you can check this free report showing analyst forecasts for its future.
如果您像我一样,可能希望考虑这家公司是否会增长或缩小。幸运的是,您可以查看此免费报告,显示分析师对其未来的预测。
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
注:本文中的数据是使用最后一个财务报表日期结束的为期12个月的数据计算的。这可能与全年年度报告数据不一致。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。