Xcel Energy Inc. (XEL) Total Return:18.22%(TTM)
Over the latest trailing 12-month period, Xcel Energy Inc. (XEL)'s total return cagr is +18.22%. The comparable SPY value is +22.75%. Year-to-date total return is +6.66%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in XEL
$121,414
(12.1x return)
Invested on Jun 11, 1996
Growth of $10,000 in SPY (S&P 500)
$182,254
(18.2x return)
Invested on Jun 11, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+6.7%
1-Year Total Return
+18.2%
Current Dividend Yield
2.95%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +13.3% | +18.2% | +5.0% |
| 3 Years | +7.2% | +10.9% | +3.8% |
| 5 Years | +2.3% | +5.7% | +3.4% |
| 10 Years | +6.2% | +9.5% | +3.3% |
| 15 Years | +8.2% | +11.8% | +3.7% |
| 20 Years | +7.2% | +11.1% | +4.0% |
About Xcel Energy Inc.
Xcel Energy Inc., through its various operating units, functions as a multifaceted energy company involved in the complete cycle of electricity – from its production and procurement to its transmission, delivery, and eventual sale. Its business is organized into three main divisions: Regulated Electric Utility, Regulated Natural Gas Utility, and a final "All Other" segment. The company employs a diverse range of energy sources for electricity generation, including traditional options like coal, nuclear power, natural gas, and oil, as well as a strong focus on renewables such as hydroelectric, solar, biomass, wood/refuse, and wind. In addition to its electric services, Xcel Energy is active in the natural gas sector, managing the acquisition, pipeline transport, distribution, and retail sales of natural gas. It also offers transportation services for natural gas owned by its customers. The firm's operations also encompass the creation and leasing of critical natural gas infrastructure, including pipelines, storage depots, and compression facilities. Furthermore, Xcel Energy diversifies its investments into rental housing ventures and is responsible for sourcing necessary equipment for the construction of new renewable power facilities. Serving a broad customer base that includes residential households, commercial enterprises, and industrial clients, the company's service area covers specific geographic regions in Colorado, Michigan, Minnesota, New Mexico, North Dakota, South Dakota, Texas, and Wisconsin. Xcel Energy provides electricity to approximately 3.7 million customers and supplies natural gas to around 2.1 million consumers. The company, founded in 1909, maintains its headquarters in Minneapolis, Minnesota.
- Sector
- Utilities
- Industry
- Regulated Electric
- CEO
- Robert C. Frenzel