XCEL ENERGY INC (XEL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,221
Reporting holders
$48.2B
Reported value
94.7%
Of shares outstanding
1.4%
Held as options
+16
Holder change
Institutions report 591,691,264 shares against 624,634,306 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $4.9B | 60,898,333 | 0.07% | 8q | +13.0%+$561.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 40,769,716 | 0.07% | 2q | +3.2%+$102.8M |
| STATE STREET CORP | $3.1B | 38,896,012 | 0.09% | 31q | +4.8%+$143.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9B | 35,610,992 | 0.13% | 2q | +2.4%+$67.0M |
| BANK OF AMERICA CORP /DE/ | $2.4B | 29,933,748 | 0.15% | 31q | +1.7%+$39.5M |
| Capital Research Global Investors | $2.4B | 29,301,965 | 0.33% | 31q | +7.5%+$164.1M |
| JPMORGAN CHASE & CO | $1.8B | 21,741,661 | 0.10% | 31q | -24.2%-$579.5M |
| Invesco Ltd. | $1.7B | 21,381,193 | 0.14% | 31q | +1.0%+$17.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 18,042,089 | 0.08% | 31q | +6.2%+$83.8M |
| GOLDMAN SACHS GROUP INC | $1.3B | 10,997,965 | 0.12% | 31q | +56.9%+$485.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.3B | 16,269,553 | 0.42% | 31q | -10.0%-$146.5M |
| FMR LLC | $895.6M | 11,152,597 | 0.04% | 31q | +66.0%+$356.0M |
| GQG Partners LLC | $891.7M | 11,104,441 | 1.66% | 5q | -0.8%-$7.1M |
| Aristotle Capital Management, LLC | $839.9M | 10,459,005 | 1.76% | 18q | -5.8%-$52.0M |
| Pictet Asset Management Holding SA | $725.8M | 9,038,572 | 0.69% | 12q | +1.9%+$13.4M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $708.1M | 8,818,013 | 2.15% | 8q | +58.2%+$260.6M |
| MORGAN STANLEY | $633.9M | 7,894,693 | 0.03% | 35q | +10.1%+$58.2M |
| FRANKLIN RESOURCES INC | $631.9M | 7,869,605 | 0.14% | 31q | +1.3%+$8.2M |
| Legal & General Group Plc | $503.5M | 6,270,777 | 0.11% | 31q | +1.1%+$5.6M |
| DEUTSCHE BANK AG\ | $433.9M | 5,403,828 | 0.13% | 34q | +34.5%+$111.4M |
| NORTHERN TRUST CORP | $420.9M | 5,242,023 | 0.05% | 31q | +2.2%+$9.0M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $388.6M | 4,839,954 | 1.83% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $335.3M | 4,175,031 | 0.04% | 31q | +5.9%+$18.8M |
| Sixth Street Partners Management Company, L.P. | $335.3M | 4,175,031 | 0.04% | new | NEW |
| ROYAL BANK OF CANADA | $296.1M | 3,687,605 | 0.04% | 31q | -4.8%-$14.8M |
| Newport Trust Company, LLC | $290.1M | 3,612,435 | 0.70% | 7q | -1.3%-$3.8M |
| VANGUARD FIDUCIARY TRUST CO | $281.5M | 3,505,386 | 0.06% | 2q | +4.4%+$12.0M |
| Bank of New York Mellon Corp | $280.2M | 3,489,252 | 0.05% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $272.9M | 3,395,450 | 0.09% | 31q | +393.6%+$217.6M |
| REAVES W H & CO INC | $269.7M | 3,358,472 | 4.09% | 31q | -5.4%-$15.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $249.2M | 3,103,309 | 0.05% | 31q | +14.0%+$30.5M |
| Boston Partners | $245.9M | 3,062,841 | 0.22% | 4q | +3.2%+$7.6M |
| BNP PARIBAS FINANCIAL MARKETS | $245.6M | 3,018,604 | 0.09% | 31q | +39.2%+$69.1M |
| AMERICAN CENTURY COMPANIES INC | $234.0M | 2,914,185 | 0.10% | 31q | -1.8%-$4.2M |
| Nuveen, LLC | $233.9M | 2,912,726 | 0.06% | 6q | HELD |
| Magellan Asset Management Ltd | $226.3M | 2,818,534 | 5.06% | 31q | +21.7%+$40.3M |
| Mitsubishi UFJ Trust & Banking Corp | $220.6M | 2,747,651 | 0.48% | 31q | +4.0%+$8.5M |
| UBS Group AG | $219.0M | 2,679,109 | 0.03% | 31q | -17.1%-$45.2M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $216.2M | 2,692,983 | 3.01% | 17q | +3.7%+$7.6M |
| Electron Capital Partners, LLC | $202.5M | 2,522,174 | 8.09% | 8q | +31.4%+$48.5M |
| FEDERATED HERMES, INC. | $197.4M | 2,458,085 | 0.28% | 31q | -15.6%-$36.5M |
| Russell Investments Group, Ltd. | $190.7M | 2,373,871 | 0.17% | 31q | -4.8%-$9.7M |
| Assenagon Asset Management S.A. | $188.4M | 2,346,566 | 0.12% | 20q | +12416.4%+$186.9M |
| Zimmer Partners, LP | $186.6M | 2,323,610 | 4.30% | 11q | -11.6%-$24.5M |
| DIMENSIONAL FUND ADVISORS LP | $170.8M | 2,126,199 | 0.03% | 31q | +3.6%+$6.0M |
| TORONTO DOMINION BANK | $170.3M | 2,120,825 | 0.20% | 31q | +20.9%+$29.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $168.6M | 2,077,391 | 0.14% | 31q | -1.1%-$1.9M |
| AMERIPRISE FINANCIAL INC | $160.7M | 2,000,918 | 0.03% | 31q | -48.8%-$153.1M |
| PRINCIPAL FINANCIAL GROUP INC | $149.6M | 1,863,034 | 0.07% | 31q | -5.0%-$7.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $149.3M | 1,859,342 | 0.21% | 20q | +18.1%+$22.9M |
| JENNISON ASSOCIATES LLC | $149.2M | 1,858,552 | 0.09% | 31q | -3.3%-$5.1M |
| Swiss National Bank | $141.4M | 1,760,500 | 0.07% | 31q | +1.4%+$2.0M |
| Brookfield Corp /ON/ | $131.1M | 1,632,769 | 0.17% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $127.0M | 1,582,019 | 0.07% | 31q | +12.6%+$14.2M |
| RAYMOND JAMES FINANCIAL INC | $125.8M | 1,566,555 | 0.03% | 7q | -14.5%-$21.3M |
| LPL Financial LLC | $122.6M | 1,526,598 | 0.03% | 31q | -8.4%-$11.2M |
| Sumitomo Mitsui Trust Group, Inc. | $121.7M | 1,515,264 | 0.07% | 31q | +4.8%+$5.6M |
| CIBC Bancorp USA Inc. | $121.3M | 1,509,192 | 0.15% | 3q | +555.1%+$102.8M |
| WELLS FARGO & COMPANY/MN | $117.6M | 1,464,676 | 0.02% | 31q | -54.8%-$142.5M |
| CITIGROUP INC | $116.2M | 1,446,471 | 0.04% | 31q | +68.9%+$47.4M |
| CITADEL ADVISORS LLC | $114.9M | 710,776 | 0.01% | 31q | +1.4%+$1.6M |
| Point72 Asset Management, L.P. | $112.5M | 1,400,937 | 0.12% | 4q | +37.0%+$30.4M |
| BARCLAYS PLC | $112.2M | 1,397,855 | 0.02% | 31q | +0.5%+$590.3K |
| Qube Research & Technologies Ltd | $110.7M | 1,378,877 | 0.10% | 3q | -51.4%-$117.2M |
| Vanguard Global Advisers, LLC | $108.1M | 1,345,723 | 0.05% | 2q | +4.2%+$4.3M |
| HSBC HOLDINGS PLC | $105.0M | 1,260,938 | 0.04% | 31q | -6.2%-$6.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $104.4M | 1,300,280 | 0.07% | 2q | +16.8%+$15.0M |
| Jupiter Topco LLC | $94.2M | 1,173,563 | 0.04% | new | FIRST |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $93.2M | 1,160,841 | 0.40% | 3q | +186.1%+$60.6M |
| SEI INVESTMENTS CO | $88.8M | 1,105,703 | 0.08% | 31q | -4.5%-$4.2M |
| MILLENNIUM MANAGEMENT LLC | $88.4M | 1,093,607 | 0.03% | 31q | -18.9%-$20.6M |
| HITE Hedge Asset Management LLC | $85.2M | 1,060,792 | 4.66% | 12q | -8.6%-$8.0M |
| Balyasny Asset Management L.P. | $83.2M | 1,035,575 | 0.10% | 6q | -15.1%-$14.8M |
| REGIONS FINANCIAL CORP | $83.1M | 1,034,471 | 0.50% | 31q | HELD |
| RHUMBLINE ADVISERS | $82.7M | 1,029,444 | 0.06% | 31q | +4.5%+$3.5M |
| Energy Income Partners, LLC | $82.1M | 1,022,550 | 1.29% | 31q | +2.2%+$1.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $77.0M | 959,135 | 0.03% | 3q | +2.4%+$1.8M |
| ExodusPoint Capital Management, LP | $76.3M | 949,886 | 0.49% | 11q | -4.4%-$3.6M |
| Amundi | $75.4M | 938,492 | 0.02% | 21q | -57.6%-$102.3M |
| FIRST TRUST ADVISORS LP | $72.5M | 903,473 | 0.04% | 31q | -7.9%-$6.3M |
| AQR CAPITAL MANAGEMENT LLC | $71.8M | 894,378 | 0.03% | 31q | +25.3%+$14.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $71.4M | 888,828 | 0.11% | 3q | -10.2%-$8.1M |
| MIZUHO MARKETS AMERICAS LLC | $71.1M | 885,200 | 1.12% | 2q | +9.9%+$6.4M |
| VICTORY CAPITAL MANAGEMENT INC | $66.4M | 826,985 | 0.04% | 31q | -1.3%-$899.4K |
| ENVESTNET ASSET MANAGEMENT INC | $66.4M | 826,350 | 0.02% | 31q | -19.7%-$16.3M |
| Verition Fund Management LLC | $64.5M | 803,750 | 0.16% | 19q | +24861.2%+$64.3M |
| National Pension Service | $64.5M | 803,504 | 0.04% | 31q | +6.3%+$3.8M |
| Squarepoint Ops LLC | $64.2M | 799,666 | 0.07% | 26q | +116.7%+$34.6M |
| Freestone Grove Partners LP | $64.1M | 798,283 | 0.41% | 5q | -38.6%-$40.2M |
| California Public Employees Retirement System | $60.9M | 758,615 | 0.03% | 31q | -29.0%-$24.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $58.5M | 728,290 | 0.03% | 31q | +126.6%+$32.7M |
| JANE STREET GROUP, LLC | $57.4M | 129,840 | 0.00% | 28q | +30.6%+$13.5M |
| MACQUARIE GROUP LTD | $55.9M | 696,209 | 0.24% | 32q | +11.7%+$5.9M |
| Perpetual Ltd | $55.3M | 688,313 | 0.79% | new | NEW |
| ProShare Advisors LLC | $54.8M | 682,611 | 0.08% | 31q | -22.8%-$16.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.4M | 62,814 | 0.00% | 31q | -22.6%-$15.9M |
| NATIONAL BANK OF CANADA /FI/ | $54.0M | 672,934 | 0.04% | 19q | +67.7%+$21.8M |
| Teilinger Capital Ltd. | $53.8M | 670,000 | 7.53% | 10q | +1.5%+$803.0K |
| Merewether Investment Management, LP | $52.6M | 654,993 | 0.99% | 5q | -57.2%-$70.4M |
| ALLIANCEBERNSTEIN L.P. | $50.7M | 638,436 | 0.02% | 31q | +3.9%+$1.9M |
Showing the largest 100 of 1,293 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,221 | $48.2B | 591,691,264 | 95 | 488 | 346 | 1.4% |
| Q1 2026 | 1,205 | $45.0B | 563,342,457 | 106 | 408 | 396 | 0.4% |
| Q4 2025 | 1,183 | $39.8B | 533,751,713 | 96 | 417 | 331 | 0.8% |
| Q3 2025 | 1,120 | $42.7B | 526,976,254 | 137 | 405 | 278 | 0.5% |
| Q2 2025 | 1,058 | $32.8B | 477,818,899 | 94 | 379 | 318 | 0.8% |
| Q1 2025 | 1,061 | $33.0B | 463,094,751 | 104 | 342 | 317 | 0.6% |
| Q4 2024 | 1,036 | $31.2B | 459,736,070 | 88 | 381 | 264 | 0.6% |
| Q3 2024 | 956 | $29.2B | 444,144,246 | 124 | 320 | 286 | 0.6% |
| Q2 2024 | 896 | $23.4B | 434,149,734 | 72 | 337 | 289 | 0.7% |
| Q1 2024 | 889 | $24.8B | 455,523,498 | 91 | 274 | 325 | 1.0% |
| Q4 2023 | 912 | $27.1B | 434,011,047 | 101 | 296 | 269 | 0.7% |
| Q3 2023 | 819 | $23.0B | 399,956,782 | 69 | 289 | 239 | 0.5% |
| Q2 2023 | 833 | $25.0B | 401,118,469 | 64 | 260 | 275 | 0.3% |
| Q1 2023 | 836 | $27.0B | 400,610,234 | 75 | 275 | 239 | 0.4% |
| Q4 2022 | 767 | $23.9B | 340,668,546 | 78 | 243 | 219 | 0.2% |
| Q3 2022 | 940 | $27.3B | 423,764,550 | 65 | 327 | 255 | 0.5% |
| Q2 2022 | 947 | $30.0B | 421,462,367 | 87 | 316 | 270 | 0.6% |
| Q1 2022 | 936 | $29.9B | 413,012,115 | 88 | 331 | 267 | 0.5% |
| Q4 2021 | 917 | $27.9B | 410,000,774 | 92 | 268 | 269 | 0.6% |
| Q3 2021 | 836 | $25.4B | 404,658,233 | 57 | 260 | 265 | 0.5% |
| Q2 2021 | 851 | $27.2B | 410,579,912 | 71 | 254 | 258 | 0.5% |
| Q1 2021 | 841 | $27.0B | 404,906,194 | 60 | 263 | 296 | 0.4% |
| Q4 2020 | 887 | $27.1B | 403,619,766 | 81 | 271 | 257 | 0.5% |
| Q3 2020 | 846 | $28.0B | 405,559,033 | 80 | 237 | 274 | 0.2% |
| Q2 2020 | 819 | $25.9B | 412,453,302 | 64 | 246 | 279 | 0.2% |
| Q1 2020 | 840 | $24.8B | 411,229,778 | 80 | 258 | 280 | 0.2% |
| Q4 2019 | 847 | $26.7B | 419,995,991 | 60 | 259 | 249 | 0.1% |
| Q3 2019 | 809 | $26.7B | 411,441,298 | 70 | 253 | 245 | 0.1% |
| Q2 2019 | 792 | $24.0B | 403,326,068 | 72 | 253 | 237 | 0.1% |
| Q1 2019 | 791 | $22.4B | 397,559,905 | 79 | 254 | 245 | 0.2% |
| Q4 2018 | 763 | $19.8B | 402,080,584 | 8 | 10 | 10 | 0.0% |