Xcel Energy Inc. 13F holders
1,299 funds reported a position in Xcel Energy Inc. in their 13F for the quarter ended 30 June 2026, together 599.1 million shares worth $48.17 billion. Against the quarter before, 83 opened a position, 543 added, 384 trimmed and 77 sold out; together they bought a net 24.7 million shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding1,299+19 on Q1 2026
Shares they held599.1Mworth $48.17 billion
Net bought on the quarter24.7M sharesabout $1.99 billion at the funds' values
Funds buying to selling626 to 461opened or added, to cut or sold
Opened 83Added 543Held 279Trimmed 384Sold out 77
What each fund did in XEL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in XEL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 652 reported a position in Xcel Energy Inc.: 33 opened one, 224 added, 209 trimmed and 72 sold out, a net 3.6 million shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Xcel Energy Inc. in a 13F for the quarter ended 30 September 2026, and 9 more in a 13F for an earlier quarter, the latest each has filed. The largest: Capital Research Global Investors, 29.3 million shares worth $2.35 billion, 0.3% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 312,396 shares, about $21.9 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | 29,301,965 | $2.35 billion | 0.3% | +2,043,441 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 18,354,485 | $1.29 billion | 0.1% | +312,396 | added | 30 September 2026 | 13F |
| FMR LLC | 11,152,597 | $895.6 million | 0.0% | +4,433,391 | added | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 1,400,937 | $112.5 million | 0.2% | +378,341 | added | 30 June 2026, an earlier quarter | 13F |
| Millennium Management | 1,093,607 | $87.8 million | 0.1% | -254,505 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Citadel Advisors | 710,776 | $57.1 million | 0.0% | +9,916 | added | 30 June 2026, an earlier quarter | 13F |
| Soros Fund Management | 533,324 | $42.8 million | 0.7% | +24,884 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 203,074 | $16.3 million | 0.0% | -340,526 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 144,263 | $11.6 million | 0.0% | +144,263 | new | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 79,583 | $6.4 million | 0.0% | -593,815 | trimmed | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
Read more
Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 60,898,333 | 10.16% | $4.89 billion | 0.07% | +6,986,926 | 13F |
| Vanguard Capital Management LLC | 40,769,716 | 6.80% | $3.27 billion | 0.07% | +1,280,554 | 13F |
| State Street Corp. | 38,896,012 | 6.49% | $3.15 billion | 0.09% | +1,770,356 | 13F |
| Vanguard Portfolio Management LLC | 35,610,992 | 5.94% | $2.86 billion | 0.13% | +834,517 | 13F |
| Bank of America Corp. | 29,933,748 | 5.00% | $2.40 billion | 0.15% | +491,937 | 13F |
| Capital Research Global Investors | 29,301,965 | 4.89% | $2.35 billion | 0.33% | +2,043,441 | 13F |
| JPMorgan Chase & Co. | 21,741,661 | 3.63% | $1.78 billion | 0.10% | -6,957,306 | 13F |
| Invesco Ltd. | 21,381,193 | 3.57% | $1.72 billion | 0.14% | +212,731 | 13F |
| Geode Capital Management, LLC | 18,042,089 | 3.01% | $1.44 billion | 0.08% | +1,047,557 | 13F |
| Massachusetts Financial Services Co. | 16,269,553 | 2.72% | $1.32 billion | 0.42% | -1,809,087 | 13F |
| FMR LLC | 11,152,597 | 1.86% | $895.6 million | 0.04% | +4,433,391 | 13F |
| GQG Partners LLC | 11,104,441 | 1.85% | $891.7 million | 1.66% | -88,721 | 13F |
| Goldman Sachs Group Inc. | 10,997,965 | 1.84% | $883.1 million | 0.09% | +3,986,326 | 13F |
| Aristotle Capital Management, LLC | 10,459,005 | 1.75% | $839.9 million | 1.76% | -647,316 | 13F |
| Pictet Asset Management Holding SA | 9,038,572 | 1.51% | $725.8 million | 0.69% | +166,709 | 13F |
| Barrow Hanley Mewhinney & Strauss LLC | 8,818,013 | 1.47% | $708.1 million | 2.15% | +3,245,355 | 13F |
| Morgan Stanley | 7,894,693 | 1.32% | $633.9 million | 0.03% | +724,974 | 13F |
| Franklin Resources Inc. | 7,869,605 | 1.31% | $631.9 million | 0.14% | +102,463 | 13F |
| Price T Rowe Associates Inc. | 7,034,477 | 1.17% | $564.9 million | 0.06% | -529,033 | 13F |
| Legal & General Group Plc | 6,270,777 | 1.05% | $503.5 million | 0.10% | +69,742 | 13F |
| Deutsche Bank AG | 5,403,828 | 0.90% | $433.9 million | 0.13% | +1,386,744 | 13F |
| Northern Trust Corp. | 5,242,023 | 0.87% | $420.9 million | 0.05% | +112,644 | 13F |
| Charles Schwab Investment Management Inc. | 4,175,031 | 0.70% | $335.3 million | 0.04% | +233,766 | 13F |
| Royal Bank of Canada | 3,687,605 | 0.62% | $296.1 million | 0.05% | -184,709 | 13F |
| Newport Trust Company, LLC | 3,612,435 | 0.60% | $290.1 million | 0.70% | -47,443 | 13F |
| Vanguard Fiduciary Trust Co. | 3,505,386 | 0.59% | $281.5 million | 0.06% | +149,154 | 13F |
| Bank of New York Mellon Corp | 3,489,252 | 0.58% | $280.2 million | 0.05% | -10,466 | 13F |
| Bank of Montreal | 3,395,450 | 0.57% | $272.7 million | 0.10% | +2,707,596 | 13F |
| Reaves W H & Co. Inc. | 3,358,472 | 0.56% | $269.7 million | 4.09% | -190,437 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 3,103,309 | 0.52% | $249.2 million | 0.04% | +380,438 | 13F |
| Boston Partners | 3,062,841 | 0.51% | $245.9 million | 0.22% | +94,479 | 13F |
| BNP Paribas Financial Markets | 3,018,604 | 0.50% | $242.4 million | 0.13% | +849,354 | 13F |
| American Century Companies Inc. | 2,914,185 | 0.49% | $234.0 million | 0.10% | -52,554 | 13F |
| Nuveen, LLC | 2,912,726 | 0.49% | $233.9 million | 0.06% | +3,234 | 13F |
| Magellan Asset Management Ltd | 2,818,534 | 0.47% | $226.3 million | 5.06% | +501,775 | 13F |
| Mitsubishi UFJ Trust & Banking Corp | 2,747,651 | 0.46% | $220.6 million | 0.48% | +105,631 | 13F |
| Cbre Investment Management Listed Real Assets LLC | 2,692,983 | 0.45% | $216.2 million | 3.01% | +95,262 | 13F |
| UBS Group AG | 2,679,109 | 0.45% | $215.1 million | 0.03% | -553,568 | 13F |
| Electron Capital Partners, LLC | 2,522,174 | 0.42% | $202.5 million | 8.09% | +603,406 | 13F |
| Federated Hermes, Inc. | 2,458,085 | 0.41% | $197.4 million | 0.28% | -454,076 | 13F |
| Duff & Phelps Investment Management Co. | 2,419,977 | 0.40% | $194.3 million | 1.83% | -4,926 | 13F |
| Russell Investments Group, Ltd. | 2,373,871 | 0.40% | $190.7 million | 0.17% | -120,264 | 13F |
| Assenagon Asset Management S.A. | 2,346,566 | 0.39% | $188.4 million | 0.12% | 13F | |
| Zimmer Partners, LP | 2,323,610 | 0.39% | $186.6 million | 4.41% | -305,690 | 13F |
| Dimensional Fund Advisors LP | 2,126,199 | 0.35% | $170.8 million | 0.03% | +74,169 | 13F |
| Toronto Dominion Bank | 2,120,825 | 0.35% | $170.3 million | 0.28% | +366,413 | 13F |
| Cohen & Steers, Inc. | 2,104,718 | 0.35% | $169.0 million | 0.27% | +241,692 | 13F |
| Nordea Investment Management AB | 2,077,391 | 0.35% | $168.6 million | 0.14% | -23,968 | 13F |
| Ameriprise Financial Inc. | 2,000,918 | 0.33% | $160.7 million | 0.03% | +47,472 | 13F |
| Principal Financial Group Inc. | 1,863,034 | 0.31% | $149.6 million | 0.07% | -98,691 | 13F |
The 50 largest of the 1,299 funds that reported a position in XEL in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read more
Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on XEL
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 498,500 | $40.0 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 222,000 | $17.8 million | 30 June 2026 | 13F |
| Millennium Management | Puts | 5,000 | $401,500 | 30 June 2026 | 13F |
| Millennium Management | Calls | 2,500 | $200,750 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read more
They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 29 April 2026 | 13G | Vanguard Portfolio Management and 1 other | 34.8 million | 5.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 29 April 2026 | 13G | Vanguard Capital Management and 1 other | 45.8 million | 7.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | T. Rowe Price Associates, Inc. and 1 other | 28.0 million | 4.7% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read more
Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 17,603 | $76.45 | SEC |
| 28 August 2026 | 65 | $77.16 | SEC |
| 10 August 2026 | 1 | $78.07 | SEC |
| 4 August 2026 | 83,023 | $77.69 | SEC |
| 3 August 2026 | 12,071 | $78.20 | SEC |
| 31 July 2026 | 1,770 | $78.23 | SEC |
| 29 July 2026 | 1,135 | $80.33 | SEC |
| 27 July 2026 | 3,813 | $81.67 | SEC |
| 17 July 2026 | 1,438 | $79.98 | SEC |
| 16 July 2026 | 189 | $79.25 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.