- The trend backdrop is active with a 26-week active streak.
- Price is above Fair Value, showing premium demand versus the model.
- Next-week expectancy is positive at 56.40% based on similar historical setup states.
- Activity pressure is constructive, supporting the smart-money activity read.
XEL
NASDAQ
Week ended 07 Aug 2026
Weekly Investor Report
Xcel Energy Inc · Utilities · Utilities - Regulated Electric
Latest close
78.07 USD
-0.2%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is -1.2% below the Trend Line and sits at 68.0% of its 52-week range. The latest completed week returned -0.2%, after a -2.5% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is neither clearly cheap nor expensive. Options positioning is bearish with 49/100 conviction, while the latest news-sentiment score is 58/100.
Setup score
53
out of 100
Latest Close
78.07 USD
7 Aug 2026
1W Return
-0.2%
latest completed week
4W Return
-2.5%
short-term follow-through
12W Return
0.9%
quarterly tape
Trend Breadth
90.4%
47 of 52 weeks active
Volume Ratio
1.0x
vs 13-week average
- Price is below the Trend Line, which keeps downside pressure in focus.
- Activity pressure is negative, which weakens the current setup.
- 2 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-0.2%
Latest completed week; four-week move -2.5%.
Indicator stack
95/24
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
Next-Week Expectancy
Positive 56.40%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
Options pressure
Bearish
49/100 conviction; expected move 3.7%.
News sentiment
58/100
51 relevant articles in the latest sentiment read.
Event risk
30 Jul
Latest stored earnings date was 30 Jul 2026.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is -1.2% below the Trend Line and sits at 68.0% of its 52-week range. The latest completed week returned -0.2%, after a -2.5% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.5712-week average 0.62
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure1/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.57Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers
No recent accumulation markers. 2 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -2.5% over four weeks, 0.9% over 12 weeks, and 9.7% over one year. The current trend has remained active for 26 consecutive weeks.
Performance by holding period
Active trend streak26 weeks
Active weeks in one year47
Trend breadth90.4%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.57Latest activity-pressure read.
Pressure change-194.6%Four-week change in activity pressure.
Leadership-11.83Latest relative-leadership reading.
RS change-12.2%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 30 Jun 2026
Field coverage 100%
Model confidence 100%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength30/100Blend of value, momentum, and quality. Underlying universe rank 71; rank 1 is best.
Value36/100Relative valuation strength. Underlying universe rank 65; rank 1 is best.
Quality65/100Profitability and accounting quality. Underlying universe rank 36; rank 1 is best.
Momentum25/100Medium-term price momentum. Underlying universe rank 76; rank 1 is best.
Growth21/100Revenue and earnings growth. Underlying universe rank 80; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework22/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 21.8x Price divided by trailing earnings.
- Price / sales
- 3.3x Market value relative to trailing revenue.
- EV / EBITDA
- 13.3x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 19.8% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 48.8% Gross profit retained from each unit of revenue.
- Operating margin
- 23.8% Operating profit retained from revenue.
- Free-cash-flow margin
- 117.9% Free cash flow generated from revenue.
- Return on invested capital
- 4.2% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 4.7% Latest one-year revenue growth.
- EPS growth
- 7.7% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 33.4% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 5/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 3.0% Cash dividends relative to market value.
- Buyback yield
- -4.5% Net share repurchases relative to market value.
- Shareholder yield
- -1.6% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 5.9x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Options positioningBearish
XEL shows bearish options pressure with a 49/100 conviction score, put-call volume ratio of 2.69, expected move of 3.7%, and Sharemaestro trend signal active.
Conviction49/100
Expected move3.7%
Put/call volume2.69
Insider activity20 / 0
20 acquisitions and 0 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment58/100
Weighted news tone is positive across 51 relevant articles.
23 positive · 22 neutral · 6 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings30 JulLatest stored earnings date was 30 Jul 2026.
Options expected move3.7%Nearest-chain priced movement where available.
52-week drawdown-6.2%Distance below the 52-week high.
13-week volatility2.9%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher9 of 2617 weeks finished lower.
Best week+7.5%Week of 13 Feb.
Worst week-6.3%Week of 20 Mar.
Latest week-0.2%Week of 7 Aug.
Shape of recent returns
Strong gains4
Modest gains5
Flat weeks0
Modest losses15
Sharp losses2
Recent vol2.9%13-week weekly-return volatility.
Base vol3.0%52-week weekly-return volatility.
Up/down split22/30Count of positive and negative weeks in the 52-week window.
Average skew2.9% / -1.7%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Utilities
4-week rank52 / 100
Group average-2.4%
Trend breadth40.0%
Trend40.0%active weekly trend signals
MD32.0%positive activity pressure
RS6.0%positive relative leadership
Four-week leaders
IndustryUS Utilities - Regulated Electric
4-week rank16 / 43
Group average-3.0%
Trend breadth58.1%
Trend58.1%active weekly trend signals
MD30.2%positive activity pressure
RS4.7%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape55/100
Trend, activity pressure, participation, and risk combine to a 55/100 tape read.
Indicator analysis42/100Latest 12-week confirmation: trend 12/12, activity pressure 1/12, relative leadership 0/12.
Activity pressure 0.57; 2 reversal markers Next-Week ExpectancyPositive 56.40%Next-week expectancy is positive with a 56.40% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors38/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 82 SVQF22/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 558.0 of 718 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Options42/100XEL shows bearish options pressure with a 49/100 conviction score, put-call volume ratio of 2.69, expected move of 3.7%, and Sharemaestro trend signal active.
Bearish · Put-side pressure · Expected move 3.7% Sentiment58/100Weighted news tone is positive across 51 relevant articles.
Tema ETFs LLC Acquires 59,458 Shares of Xcel Energy Inc. $XEL Insiders20 / 020 acquisitions and 0 disposals in the latest 180-day insider tape.
Earnings30 JulLatest stored earnings date was 30 Jul 2026.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 78.07 USD | -0.2% | 79.02 USD | 64.90 USD | -0.57 | -11.83 | 26.3M | On |
| 31 Jul 2026 | 78.20 USD | -4.2% | 78.86 USD | 64.75 USD | -0.42 | -7.43 | 28.5M | On |
| 24 Jul 2026 | 81.67 USD | 3.7% | 78.70 USD | 64.60 USD | -0.28 | -3.02 | 20.3M | On |
| 17 Jul 2026 | 78.77 USD | -1.6% | 78.41 USD | 64.44 USD | -0.19 | -8.04 | 28.0M | On |
| 10 Jul 2026 | 80.06 USD | -2.3% | 78.15 USD | 64.31 USD | -0.19 | -10.55 | 23.0M | On |
| 3 Jul 2026 | 81.96 USD | -0.3% | 77.93 USD | 64.17 USD | -0.16 | -6.91 | 23.5M | On |
| 26 Jun 2026 | 82.23 USD | 6.7% | 77.71 USD | 64.01 USD | -0.30 | -5.87 | 26.3M | On |
| 19 Jun 2026 | 77.03 USD | -1.6% | 77.65 USD | 63.84 USD | -0.46 | -15.83 | 33.1M | On |
| 12 Jun 2026 | 78.25 USD | -0.3% | 77.68 USD | 63.71 USD | -0.44 | -12.48 | 34.3M | On |
| 5 Jun 2026 | 78.45 USD | -0.6% | 77.70 USD | 63.58 USD | -0.42 | -10.46 | 28.0M | On |
| 29 May 2026 | 78.91 USD | -1.9% | 77.72 USD | 63.44 USD | -0.29 | -14.17 | 27.8M | On |
| 22 May 2026 | 80.48 USD | 4.1% | 77.74 USD | 63.30 USD | 0.00 | -10.26 | 23.1M | On |
| 15 May 2026 | 77.34 USD | -1.9% | 77.67 USD | 63.15 USD | 0.12 | -12.98 | 30.5M | On |
| 8 May 2026 | 78.80 USD | -3.9% | 77.74 USD | 63.03 USD | 0.34 | -11.96 | 25.9M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.