Xcel EnergyXEL
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $1.0B |
| Exits | 101 | $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.