Xcel EnergyXEL
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 1,135 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 22 from Q4 2024. 111 opened new positions and 84 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.4B). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Xcel Energy Inc.
- Sector
- Utilities
- CUSIP
- 98389B100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $211.3M |
| Exits | 84 | $253.2M |
All 13F filers, Q4 2024 → Q1 2025: 31,665,135 shares bought and 26,608,641 shares sold, net +5,056,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,135 holders
| Vanguard Group Inc. | 0.10% | Add +1.3% | 74,818,158 | $5.3B |
| BlackRock, Inc. | 0.07% | Add +2.9% | 49,231,046 | $3.5B |
| State Street Corp. | 0.10% | Reduce -7.0% | 34,017,467 | $2.4B |
| T. Rowe Price Associates Inc. | 0.23% | Add +31.0% | 25,809,978 | $1.8B |
| Bank of America Corp. | 0.15% | Add +16.1% | 24,104,477 | $1.7B |
| JPMorgan Chase & Co. | 0.11% | Add +7.9% | 20,811,241 | $1.5B |
| Massachusetts Financial Services Co. | 0.40% | Reduce -3.6% | 16,973,454 | $1.2B |
| Geode Capital Management, LLC | 0.09% | Add +3.6% | 15,731,101 | $1.1B |
| Aristotle Capital Management, LLC | 1.85% | Reduce -2.8% | 13,110,139 | $928.1M |
| Morgan Stanley | 0.03% | Reduce -14.0% | 6,267,231 | $443.7M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.61% | Reduce -5.0% | 6,248,535 | $442.3M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -19.9% | 6,193,952 | $438.5M |
| FMR LLC | 0.03% | Reduce -6.6% | 6,170,904 | $436.8M |
| Northern Trust Corp. | 0.06% | Add +5.8% | 5,967,952 | $422.5M |
| Invesco Ltd. | 0.08% | Add +0.6% | 5,711,917 | $404.3M |
| Franklin Resources Inc. | 0.11% | Add +0.8% | 5,478,019 | $387.8M |
| Pictet Asset Management Holding SA | 0.43% | Add +11.8% | 5,454,703 | $386.1M |
| Legal & General Group Plc | 0.10% | Add +4.0% | 5,240,933 | $371.0M |
| Barclays PLC | 0.15% | Add +105.9% | 4,802,024 | $339.9M |
| Zimmer Partners, LP | 5.92% | Add +12.4% | 4,121,950 | $291.8M |
| Newport Trust Company, LLC | 0.73% | Reduce -1.9% | 4,027,468 | $285.1M |
| Victory Capital Management Inc. | 0.29% | Reduce -21.7% | 3,991,391 | $282.6M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.4% | 3,725,726 | $263.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.4% | 3,677,314 | $260.3M |
| Capital Research Global Investors | 0.05% | Add +0.6% | 3,409,967 | $241.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.60% | Reduce -8.0% | 3,233,008 | $228.9M |
| Royal Bank of Canada | 0.05% | Reduce -0.3% | 3,215,285 | $227.6M |
| Brookfield Corp | 0.28% | Add +4.5% | 2,928,597 | $207.3M |
| Nordea Investment Management AB | 0.22% | Reduce -11.4% | 2,911,597 | $206.8M |
| American Century Companies Inc. | 0.13% | Reduce -9.1% | 2,874,236 | $203.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +4.9% | 2,637,094 | $186.7M |
| Federated Hermes, Inc. | 0.39% | Add +3.6% | 2,568,340 | $181.8M |
| California Public Employees Retirement System | 0.13% | Reduce -2.0% | 2,563,296 | $181.5M |
| First Trust Advisors LP | 0.16% | Add +26.7% | 2,479,797 | $175.5M |
| Principal Financial Group Inc. | 0.10% | Reduce -2.0% | 2,425,991 | $171.7M |
| Millennium Management | 0.17% | Add +25.2% | 2,418,630 | $171.2M |
| Reaves W H & Co. Inc. | 4.15% | Add +58.0% | 2,300,559 | $162.9M |
| Ameriprise Financial Inc. | 0.04% | Add +0.1% | 2,296,941 | $162.6M |
| Nuveen, LLC | 0.05% | — | 2,196,779 | $155.5M |
| Magellan Asset Management Ltd | 1.78% | Reduce -13.6% | 2,073,305 | $146.8M |
| ExodusPoint Capital Management, LP | 1.88% | Add +21.9% | 2,018,578 | $142.9M |
| Duff & Phelps Investment Management Co. | 1.64% | No change | 1,976,451 | $139.9M |
| Russell Investments Group, Ltd. | 0.19% | Reduce -0.1% | 1,955,496 | $138.4M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.2% | 1,939,354 | $137.3M |
| Electron Capital Partners, LLC | 9.74% | Add +93.7% | 1,921,636 | $136.0M |
| UBS Group AG | 0.03% | Reduce -13.2% | 1,916,054 | $135.6M |
| Wells Fargo & Company | 0.03% | Add +3.0% | 1,845,329 | $130.6M |
| Deutsche Bank AG | 0.05% | Add +34.0% | 1,794,883 | $127.1M |
| BNP Paribas Financial Markets | 0.09% | Add +11.7% | 1,724,433 | $122.1M |
| AQR Capital Management | 0.12% | Reduce -27.3% | 1,661,486 | $117.6M |
| Swiss National Bank | 0.08% | Add +2.8% | 1,619,600 | $114.7M |
| Macquarie Group Ltd. | 0.14% | Reduce -18.3% | 1,619,478 | $114.6M |
| Jennison Associates LLC | 0.08% | Reduce -3.7% | 1,608,928 | $113.9M |
| Amundi | 0.04% | Add +116.0% | 1,556,188 | $112.3M |
| LPL Financial LLC | 0.04% | Add +11.3% | 1,541,570 | $109.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +3.4% | 1,501,227 | $106.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.59% | Add +33.2% | 1,455,038 | $103.0M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.5% | 1,354,268 | $95.9M |
| Raymond James Financial Inc. | 0.03% | Add +1.5% | 1,257,622 | $89.0M |
| Stifel Financial Corp. | 0.09% | Reduce -0.5% | 1,247,884 | $88.3M |
| Sei Investments Co. | 0.11% | Reduce -0.8% | 1,215,618 | $86.1M |
| HSBC Holdings PLC | 0.05% | Reduce -14.6% | 1,120,381 | $79.2M |
| National Bank of Canada | 0.09% | Reduce -11.3% | 1,101,995 | $78.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.46% | Add +0.7% | 1,096,918 | $77.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +13.3% | 1,083,471 | $76.7M |
| Energy Income Partners, LLC | 1.42% | Add +3.2% | 1,048,712 | $74.2M |
| Rhumbline Advisers | 0.07% | Add +4.8% | 1,023,374 | $72.4M |
| Janus Henderson Group PLC | 0.04% | Reduce -74.3% | 1,034,220 | $72.1M |
| Regions Financial Corp. | 0.53% | Add +4.0% | 1,012,871 | $71.7M |
| Brandywine Global Investment Management, LLC | 0.48% | Reduce -18.3% | 924,036 | $65.4M |
| Citigroup Inc. | 0.05% | Add +28.1% | 909,876 | $64.4M |
| Cohen & Steers, Inc. | 0.12% | Add +28.7% | 882,551 | $62.5M |
| ProShare Advisors LLC | 0.14% | Add +13.0% | 862,101 | $61.0M |
| Allianz Asset Management GmbH | 0.09% | Reduce -6.2% | 823,553 | $58.3M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Add +44.3% | 774,042 | $54.8M |
| HITE Hedge Asset Management LLC | 3.27% | Add +13.0% | 742,163 | $52.5M |
| Bank of Montreal | 0.03% | Reduce -19.5% | 707,114 | $50.1M |
| Vaughan David Investments LLC | 1.15% | Add +0.7% | 693,248 | $49.1M |
| California State Teachers Retirement System | 0.06% | Add +2.3% | 679,925 | $48.1M |
| Anchor Capital Advisors LLC | 1.36% | Add +48.6% | 644,719 | $45.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -10.2% | 642,026 | $45.4M |
| National Pension Service | 0.04% | Add +3.1% | 637,056 | $45.1M |
| Aventail Capital Group, LP | 2.00% | Add +0.5% | 572,219 | $40.5M |
| State Board of Administration of Florida Retirement System | 0.08% | Add +0.6% | 569,132 | $40.3M |
| Renaissance Technologies | 0.06% | Add +203.7% | 567,600 | $40.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -0.2% | 560,661 | $39.7M |
| Gabelli Funds LLC | 0.30% | Reduce -0.5% | 539,916 | $38.2M |
| New York State Common Retirement Fund | 0.06% | Add +121.9% | 533,798 | $37.8M |
| Caisse de depot et placement du Quebec | 0.08% | New | 529,837 | $37.5M |
| Old Republic International Corp. | 1.44% | Add +1.3% | 522,200 | $37.0M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -53.6% | 486,417 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +18.3% | 472,344 | $33.4M |
| Two Sigma Investments, LP | 0.08% | Reduce -48.2% | 470,699 | $33.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Add +7.1% | 469,159 | $33.2M |
| Two Sigma Advisers, LP | 0.07% | Reduce -27.5% | 462,900 | $32.8M |
| Korea Investment CORP | 0.08% | Reduce -3.9% | 454,373 | $32.2M |
| Jupiter Asset Management Ltd. | 0.29% | New | 421,963 | $29.9M |
| New York State Teachers Retirement System | 0.07% | Reduce -4.8% | 415,222 | $29.4M |
| Burkehill Global Management, LP | 2.17% | Reduce -59.0% | 410,000 | $29.0M |
| Treasurer of the State of North Carolina | 0.11% | Add +2.7% | 401,758 | $28.4M |
"% of holder's portfolio" is XEL's weight in each manager's 13F, not the share of Xcel Energy Inc. the manager owns.