Who owns Xcel Energy (XEL)
Which tracked institutional funds hold XEL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XEL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
250 tracked funds added or opened XEL while 182 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XEL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes XEL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XEL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1216 tracked filers holding XEL, 628 increased or opened the position and 531 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XEL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Brookfield Corp /ON/$131M
- Jupiter Topco LLC$94M
- Perpetual Ltd$55M
- Clean Energy Transition LLP$35M
- StoneX Group Inc.$15M
- Trexquant Investment LP$13M
Full exits 66
- Amundi$176M
- COHEN & STEERS, INC.$148M
- JANUS HENDERSON GROUP PLC$92M
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$83M
- VAUGHAN DAVID INVESTMENTS LLC/IL$57M
- Treasurer of the State of North Carolina$55M
Largest adds
- BlackRock, Inc.$1.3B
- Invesco Ltd.$677M
- FMR LLC$365M
- GOLDMAN SACHS GROUP INC$326M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$265M
- BANK OF MONTREAL /CAN/$218M
Largest trims
- JPMORGAN CHASE & CO$490M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$133M
- Qube Research & Technologies Ltd$115M
- OMERS ADMINISTRATION Corp$110M
- Merewether Investment Management, LP$69M
- TWO SIGMA INVESTMENTS, LP$47M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 60,898,333 | $4.9B | 11.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 40,769,716 | $3.3B | 7.5% | 2026-Q2 |
| STATE STREET CORP added | 38,896,012 | $3.1B | 7.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 35,610,992 | $2.9B | 6.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 29,933,748 | $2.4B | 5.5% | 2026-Q2 |
| Capital Research Global Investors added | 29,301,965 | $2.4B | 5.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 21,741,661 | $1.8B | 4.1% | 2026-Q2 |
| Invesco Ltd. added | 21,381,193 | $1.7B | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 18,042,089 | $1.4B | 3.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 16,269,553 | $1.3B | 3.0% | 2026-Q2 |
| FMR LLC added | 11,152,597 | $896M | 2.0% | 2026-Q2 |
| GQG Partners LLC trimmed | 11,104,441 | $892M | 2.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 10,997,965 | $883M | 2.0% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 10,459,005 | $840M | 1.9% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 9,038,572 | $726M | 1.7% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC added | 8,818,013 | $708M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 7,894,693 | $634M | 1.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 7,869,605 | $632M | 1.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 7,034,477 | $565M | 1.3% | 2026-Q2 |
| Legal & General Group Plc added | 6,270,777 | $504M | 1.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 5,403,828 | $434M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 5,242,023 | $421M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,175,031 | $335M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,687,605 | $296M | 0.7% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 3,612,435 | $290M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 3,505,386 | $281M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,489,252 | $280M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 3,395,450 | $273M | 0.6% | 2026-Q2 |
| REAVES W H & CO INC trimmed | 3,358,472 | $270M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,103,309 | $249M | 0.6% | 2026-Q2 |
| Boston Partners added | 3,062,841 | $246M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 3,018,604 | $242M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,914,185 | $234M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 2,912,726 | $234M | 0.5% | 2026-Q2 |
| Magellan Asset Management Ltd added | 2,818,534 | $226M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 2,747,651 | $221M | 0.5% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 2,692,983 | $216M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 2,679,109 | $215M | 0.5% | 2026-Q2 |
| Electron Capital Partners, LLC added | 2,522,174 | $203M | 0.5% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 2,458,085 | $197M | 0.5% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 2,419,977 | $194M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 2,373,871 | $191M | 0.4% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 2,323,610 | $187M | 0.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,126,199 | $171M | 0.4% | 2026-Q2 |
| TORONTO DOMINION BANK added | 2,120,825 | $170M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 2,077,391 | $169M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,000,918 | $161M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,863,034 | $150M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,859,342 | $149M | 0.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 1,858,552 | $149M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 1,760,500 | $141M | 0.3% | 2026-Q2 |
| Brookfield Corp /ON/ trimmed | 1,632,769 | $131M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,582,019 | $127M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,566,555 | $126M | 0.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,526,598 | $123M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,515,264 | $122M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 1,509,192 | $121M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,464,676 | $118M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 1,446,471 | $116M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 1,400,937 | $112M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 1,397,855 | $112M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,378,877 | $111M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 1,345,723 | $108M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,300,280 | $104M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 1,260,938 | $102M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 1,173,563 | $94M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 1,173,283 | $94M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 1,160,841 | $93M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,105,703 | $89M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,093,607 | $88M | 0.2% | 2026-Q2 |
| HITE Hedge Asset Management LLC trimmed | 1,060,792 | $85M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,035,575 | $83M | 0.2% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 1,034,471 | $83M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 1,029,444 | $83M | 0.2% | 2026-Q2 |
| Energy Income Partners, LLC added | 1,022,550 | $82M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 959,135 | $77M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 949,886 | $76M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 903,473 | $73M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 894,378 | $72M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 888,828 | $71M | 0.2% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 885,200 | $71M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 826,985 | $66M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 826,350 | $66M | 0.2% | 2026-Q2 |
| National Pension Service added | 803,504 | $65M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 799,666 | $64M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 798,283 | $64M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 758,615 | $61M | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 728,290 | $58M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 726,220 | $58M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 710,776 | $57M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 696,209 | $56M | 0.1% | 2026-Q2 |
| Perpetual Ltd added | 688,313 | $55M | 0.1% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 682,611 | $55M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 672,934 | $54M | 0.1% | 2026-Q2 |
| Teilinger Capital Ltd. added | 670,000 | $54M | 0.1% | 2026-Q2 |
| Merewether Investment Management, LP trimmed | 654,993 | $53M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 638,436 | $51M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 623,511 | $50M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 617,452 | $50M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 613,442 | $49M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.