Xcel EnergyXEL

13F holders, Q2 2025 (June 30)
1,133holders −2
100new positions
101sold out
8famous investors
$68.12avg. 13F price*

At the end of Q2 2025, 1,133 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, down 2 from Q1 2025. 100 opened new positions and 101 sold out. The largest holders were Vanguard Group Inc. ($5.1B), BlackRock, Inc. ($3.4B) and State Street Corp. ($2.3B). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Xcel Energy Inc.
Sector
Utilities
CUSIP
98389B100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions100$1.0B
Exits101$215.3M

All 13F filers, Q1 2025 → Q2 2025: 44,580,432 shares bought and 22,630,195 shares sold, net +21,950,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,133 holders

Vanguard Group Inc. 0.08% Reduce -0.1% 74,724,702 $5.1B
BlackRock, Inc. 0.07% Add +2.8% 50,612,206 $3.4B
State Street Corp. 0.09% Add +0.4% 34,144,257 $2.3B
T. Rowe Price Associates Inc. 0.24% Add +22.6% 31,639,218 $2.2B
Bank of America Corp. 0.14% Add +8.9% 26,262,079 $1.8B
JPMorgan Chase & Co. 0.09% Reduce -3.0% 20,194,376 $1.4B
Massachusetts Financial Services Co. 0.41% Add +10.3% 18,719,520 $1.3B
Geode Capital Management, LLC 0.08% Add +2.9% 16,191,204 $1.1B
Aristotle Capital Management, LLC 1.69% Reduce -1.6% 12,897,653 $878.3M
GQG Partners LLC 1.21% New 12,501,554 $851.4M
Invesco Ltd. 0.09% Add +29.0% 7,366,422 $501.7M
Morgan Stanley 0.03% Add +7.2% 6,715,196 $457.3M
Goldman Sachs Group Inc. 0.07% Add +0.8% 6,242,449 $425.1M
Barrow Hanley Mewhinney & Strauss LLC 1.43% Reduce -0.5% 6,220,004 $423.6M
FMR LLC 0.02% Reduce -3.9% 5,932,680 $404.0M
Legal & General Group Plc 0.10% Add +7.8% 5,652,073 $384.9M
Franklin Resources Inc. 0.10% Reduce -0.5% 5,448,482 $371.0M
Pictet Asset Management Holding SA 0.37% Reduce -3.0% 5,288,882 $360.2M
Northern Trust Corp. 0.05% Reduce -11.9% 5,258,595 $358.1M
Barclays PLC 0.11% Reduce -17.7% 3,953,323 $269.2M
Newport Trust Company, LLC 0.64% Reduce -2.9% 3,911,588 $266.4M
Royal Bank of Canada 0.05% Add +20.0% 3,857,649 $262.7M
Charles Schwab Investment Management Inc. 0.04% Add +1.6% 3,734,517 $254.3M
Bank of New York Mellon Corp 0.05% Reduce -5.1% 3,536,442 $240.8M
Mitsubishi UFJ Trust & Banking Corp 0.55% Add +8.8% 3,516,056 $239.4M
Capital Research Global Investors 0.05% Add +1.0% 3,444,172 $234.5M
Zimmer Partners, LP 5.33% Reduce -17.1% 3,419,300 $232.9M
American Century Companies Inc. 0.12% Add +13.5% 3,261,130 $222.1M
Nordea Investment Management AB 0.20% Add +10.3% 3,211,081 $216.0M
Ameriprise Financial Inc. 0.05% Add +31.1% 3,012,231 $205.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +12.9% 2,977,092 $202.7M
Brookfield Corp 0.24% Reduce -3.1% 2,837,871 $193.3M
Federated Hermes, Inc. 0.33% Add +1.2% 2,599,729 $177.0M
Deutsche Bank AG 0.07% Add +44.7% 2,596,718 $176.8M
Raymond James Financial Inc. 0.06% Add +100.3% 2,519,061 $171.5M
Reaves W H & Co. Inc. 3.80% Add +9.4% 2,516,325 $171.4M
Principal Financial Group Inc. 0.09% Add +2.6% 2,489,752 $169.6M
UBS Group AG 0.03% Add +25.5% 2,404,096 $163.7M
Nuveen, LLC 0.04% Add +5.0% 2,306,886 $157.1M
Russell Investments Group, Ltd. 0.20% Add +16.9% 2,286,971 $155.7M
Duff & Phelps Investment Management Co. 1.77% Add +11.6% 2,206,529 $150.3M
California Public Employees Retirement System 0.09% Reduce -15.5% 2,166,091 $147.5M
First Trust Advisors LP 0.12% Reduce -14.5% 2,120,438 $144.4M
Magellan Asset Management Ltd 1.56% Reduce -3.4% 2,003,050 $136.4M
Dimensional Fund Advisors LP 0.03% Add +1.8% 1,974,342 $134.4M
Wells Fargo & Company 0.03% Add +1.2% 1,867,141 $127.2M
Swiss National Bank 0.07% Add +7.7% 1,743,600 $118.7M
Macquarie Group Ltd. 0.15% Add +7.6% 1,742,751 $118.7M
Electron Capital Partners, LLC 6.30% Reduce -10.1% 1,728,063 $117.7M
Balyasny Asset Management L.P. 0.27% Add +2324.9% 1,716,351 $116.9M
LPL Financial LLC 0.04% Add +7.1% 1,650,953 $112.4M
Jennison Associates LLC 0.06% Reduce -1.4% 1,587,218 $108.1M
CBRE Investment Management Listed Real Assets LLC 1.58% Add +4.4% 1,519,160 $103.5M
AQR Capital Management 0.08% Reduce -9.1% 1,509,643 $101.7M
Sumitomo Mitsui Trust Group, Inc. 0.06% Reduce -0.7% 1,490,893 $101.5M
Envestnet Asset Management Inc. 0.03% Add +3.9% 1,407,412 $95.8M
Stifel Financial Corp. 0.08% Reduce -0.7% 1,239,542 $84.4M
HSBC Holdings PLC 0.05% Add +6.5% 1,193,488 $81.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +7.2% 1,161,723 $79.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.40% Add +1.3% 1,111,027 $75.7M
Cohen & Steers, Inc. 0.14% Add +25.3% 1,105,432 $75.3M
Janus Henderson Group PLC 0.04% Add +6.8% 1,104,840 $75.2M
Sei Investments Co. 0.09% Reduce -11.1% 1,080,508 $73.6M
Rhumbline Advisers 0.06% Add +0.4% 1,027,457 $70.0M
Regions Financial Corp. 0.48% Add +1.3% 1,025,621 $69.8M
Assenagon Asset Management S.A. 0.11% Add +5894.2% 998,507 $68.0M
Energy Income Partners, LLC 1.28% Reduce -8.5% 959,224 $65.3M
Merewether Investment Management, LP 1.85% New 945,110 $64.4M
Brandywine Global Investment Management, LLC 0.45% Add +0.6% 929,312 $63.3M
Amundi 0.02% Reduce -40.0% 934,229 $63.1M
ProShare Advisors LLC 0.12% Add +6.0% 913,439 $62.2M
Citigroup Inc. 0.04% Reduce -5.8% 857,512 $58.4M
HITE Hedge Asset Management LLC 3.25% Add +11.6% 827,874 $56.4M
Victory Capital Management Inc. 0.03% Reduce -80.7% 768,557 $52.3M
Allianz Asset Management GmbH 0.07% Reduce -10.3% 738,964 $50.3M
BNP Paribas Financial Markets 0.04% Reduce -58.8% 709,711 $48.3M
New York State Common Retirement Fund 0.06% Add +31.8% 703,403 $47.9M
Vaughan David Investments LLC 1.07% Add +1.4% 702,756 $47.9M
Squarepoint Ops LLC 0.10% Add +729.5% 693,740 $47.2M
California State Teachers Retirement System 0.05% Add +1.9% 693,079 $47.2M
Alliancebernstein L.P. 0.01% Add +4.0% 668,004 $45.5M
Treasurer of the State of North Carolina 0.14% Add +65.3% 663,982 $45.2M
Anchor Capital Advisors LLC 1.32% Add +2.4% 660,346 $45.0M
National Pension Service 0.04% Add +1.0% 643,366 $43.8M
Bank of Montreal 0.02% Reduce -9.7% 638,607 $43.5M
Freestone Grove Partners LP 0.31% New 603,876 $41.1M
Canada Pension Plan Investment Board 0.03% Add +21.4% 590,659 $40.2M
Manufacturers Life Insurance Company, The 0.04% Add +4.4% 585,572 $39.9M
State Board of Administration of Florida Retirement System 0.07% Add +1.2% 576,152 $39.2M
Aventail Capital Group, LP 1.73% Reduce -0.4% 569,777 $38.8M
National Bank of Canada 0.04% Reduce -48.9% 562,695 $38.3M
Gabelli Funds LLC 0.26% Reduce -0.5% 537,416 $36.6M
Adage Capital Partners Gp, L.L.C. 0.06% Reduce -31.8% 528,242 $36.0M
Wealth Enhancement Advisory Services, LLC 0.06% Add +10.5% 521,980 $35.6M
Old Republic International Corp. 1.39% No change 522,200 $35.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Reduce -6.8% 437,088 $29.8M
State of Wisconsin Investment Board 0.07% Add +13.6% 432,576 $29.5M
Korea Investment CORP 0.06% Reduce -6.5% 424,689 $28.9M
Lazard Asset Management LLC 0.04% Add +5.8% 416,405 $28.4M
New York State Teachers Retirement System 0.06% Add +0.1% 415,488 $28.3M

"% of holder's portfolio" is XEL's weight in each manager's 13F, not the share of Xcel Energy Inc. the manager owns.

Show all 1,133 holders