Xcel EnergyXEL

13F holders, Q3 2025 (September 30)
1,185holders +52
138new positions
76sold out
8famous investors
$80.63avg. 13F price*

At the end of Q3 2025, 1,185 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 52 from Q2 2025. 138 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($6.2B), BlackRock, Inc. ($4.2B) and State Street Corp. ($2.9B). 8 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions138$229.5M
Exits76$157.6M

All 13F filers, Q2 2025 → Q3 2025: 42,748,779 shares bought and 16,171,194 shares sold, net +26,577,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,185 holders

Vanguard Group Inc. 0.09% Add +2.7% 76,725,720 $6.2B
BlackRock, Inc. 0.07% Add +1.9% 51,597,308 $4.2B
State Street Corp. 0.10% Add +5.1% 35,896,553 $2.9B
Bank of America Corp. 0.17% Add +9.9% 28,851,485 $2.3B
T. Rowe Price Associates Inc. 0.24% Reduce -11.8% 27,922,775 $2.3B
JPMorgan Chase & Co. 0.11% Add +4.1% 21,026,015 $1.7B
Massachusetts Financial Services Co. 0.49% Add +4.3% 19,526,873 $1.6B
Geode Capital Management, LLC 0.08% Add +1.1% 16,369,626 $1.3B
GQG Partners LLC 1.62% Add +4.6% 13,073,681 $1.1B
Aristotle Capital Management, LLC 1.90% Reduce -5.7% 12,162,728 $980.9M
Goldman Sachs Group Inc. 0.11% Add +46.7% 9,158,129 $738.6M
Invesco Ltd. 0.10% Add +5.7% 7,782,869 $627.7M
Morgan Stanley 0.04% Add +7.0% 7,188,777 $579.8M
Franklin Resources Inc. 0.14% Add +22.8% 6,692,372 $539.7M
FMR LLC 0.03% Add +8.2% 6,418,441 $517.6M
Barrow Hanley Mewhinney & Strauss LLC 1.59% Reduce -0.6% 6,184,668 $498.8M
Barclays PLC 0.18% Add +54.3% 6,098,386 $491.8M
Legal & General Group Plc 0.11% Add +6.4% 6,014,053 $485.0M
Pictet Asset Management Holding SA 0.47% Add +13.6% 6,006,866 $484.5M
Deutsche Bank AG 0.14% Add +103.8% 5,291,220 $426.7M
Northern Trust Corp. 0.05% Add +0.2% 5,269,565 $425.0M
Royal Bank of Canada 0.06% Add +11.6% 4,305,812 $347.3M
Newport Trust Company, LLC 0.71% Reduce -1.5% 3,852,285 $310.7M
Charles Schwab Investment Management Inc. 0.05% Add +2.0% 3,808,681 $307.2M
Federated Hermes, Inc. 0.54% Add +45.0% 3,768,384 $303.9M
Bank of New York Mellon Corp 0.05% Add +0.7% 3,560,698 $287.2M
Capital Research Global Investors 0.05% Add +1.5% 3,496,842 $282.0M
American Century Companies Inc. 0.14% Add +3.3% 3,367,033 $271.6M
Reaves W H & Co. Inc. 4.55% Add +25.8% 3,164,159 $255.2M
UBS Group AG 0.05% Add +24.6% 2,996,446 $241.7M
Nordea Investment Management AB 0.21% Reduce -6.8% 2,991,639 $240.5M
Macquarie Group Ltd. 0.28% Add +85.4% 3,230,866 $238.7M
Ameriprise Financial Inc. 0.05% Reduce -3.3% 2,912,201 $234.9M
Mitsubishi UFJ Trust & Banking Corp 0.44% Reduce -29.6% 2,476,607 $199.7M
Principal Financial Group Inc. 0.10% Reduce -0.9% 2,468,141 $199.1M
Nuveen, LLC 0.05% Add +6.7% 2,461,418 $198.5M
Zimmer Partners, LP 4.83% Reduce -28.3% 2,451,000 $197.7M
Brookfield Corp 0.23% Reduce -13.9% 2,444,361 $197.1M
Raymond James Financial Inc. 0.06% Reduce -4.0% 2,419,099 $195.1M
Duff & Phelps Investment Management Co. 2.16% Add +6.8% 2,357,297 $190.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -24.5% 2,248,365 $181.3M
Russell Investments Group, Ltd. 0.20% Reduce -3.6% 2,204,285 $177.8M
Magellan Asset Management Ltd 2.03% Add +6.1% 2,125,537 $171.4M
First Trust Advisors LP 0.13% Reduce -1.8% 2,081,828 $167.9M
Dimensional Fund Advisors LP 0.04% Add +3.1% 2,034,716 $164.1M
Citigroup Inc. 0.11% Add +135.3% 2,017,717 $162.7M
Millennium Management 0.13% Add +503.8% 1,999,753 $161.3M
CBRE Investment Management Listed Real Assets LLC 2.27% Add +29.6% 1,968,459 $158.8M
Wells Fargo & Company 0.03% Add +1.3% 1,892,089 $152.6M
California Public Employees Retirement System 0.09% Reduce -16.8% 1,801,570 $145.3M
Jennison Associates LLC 0.08% Add +12.2% 1,780,492 $143.6M
Merewether Investment Management, LP 3.40% Add +86.6% 1,763,910 $142.3M
LPL Financial LLC 0.04% Add +3.3% 1,705,340 $137.5M
Electron Capital Partners, LLC 6.14% Reduce -2.7% 1,680,811 $135.6M
Swiss National Bank 0.08% Reduce -4.7% 1,662,500 $134.1M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +1.4% 1,512,540 $122.0M
Bank of Montreal 0.05% Add +127.0% 1,449,967 $116.9M
Amundi 0.04% Add +49.3% 1,394,314 $112.9M
Envestnet Asset Management Inc. 0.03% Reduce -1.2% 1,389,975 $112.1M
BNP Paribas Financial Markets 0.09% Add +90.8% 1,353,980 $109.2M
HSBC Holdings PLC 0.06% Add +6.6% 1,272,322 $102.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Add +6.0% 1,230,877 $99.3M
Stifel Financial Corp. 0.09% Reduce -3.8% 1,191,906 $96.1M
HITE Hedge Asset Management LLC 5.13% Add +41.3% 1,169,573 $94.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.45% Add +0.5% 1,116,092 $90.0M
Cohen & Steers, Inc. 0.16% Reduce -0.2% 1,103,396 $89.0M
AQR Capital Management 0.06% Reduce -28.6% 1,077,670 $86.7M
Janus Henderson Group PLC 0.04% Reduce -2.9% 1,073,177 $86.6M
Sei Investments Co. 0.09% Reduce -3.1% 1,046,999 $84.4M
Regions Financial Corp. 0.54% Add +0.8% 1,034,099 $83.4M
Rhumbline Advisers 0.07% Reduce -1.3% 1,014,054 $81.8M
Canada Pension Plan Investment Board 0.06% Add +70.1% 1,004,555 $81.0M
Energy Income Partners, LLC 1.50% Add +0.7% 966,031 $77.9M
Point72 Asset Management 0.18% New 959,616 $77.4M
Balyasny Asset Management L.P. 0.16% Reduce -45.2% 939,960 $75.8M
Brandywine Global Investment Management, LLC 0.51% Reduce -1.9% 911,834 $73.5M
Freestone Grove Partners LP 0.52% Add +41.9% 856,828 $69.1M
Aventail Capital Group, LP 3.24% Add +48.4% 845,489 $68.2M
Marshall Wace, LLP 0.07% Add +330.6% 785,952 $63.4M
Victory Capital Management Inc. 0.04% Reduce -1.5% 757,165 $61.1M
ProShare Advisors LLC 0.13% Reduce -18.2% 747,163 $60.3M
Alliancebernstein L.P. 0.02% Add +7.3% 716,894 $57.8M
Vaughan David Investments LLC 1.24% Add +1.1% 710,651 $57.3M
Allianz Asset Management GmbH 0.07% Reduce -5.6% 697,866 $56.3M
California State Teachers Retirement System 0.06% Add +0.3% 695,150 $56.1M
Verition Fund Management LLC 0.33% Add +313.9% 678,954 $54.8M
Manufacturers Life Insurance Company, The 0.04% Add +14.7% 671,727 $54.2M
Treasurer of the State of North Carolina 0.16% Reduce -0.6% 660,132 $53.2M
National Pension Service 0.04% Add +1.2% 651,362 $52.5M
Anchor Capital Advisors LLC 1.51% Reduce -2.3% 644,920 $52.0M
Jefferies Financial Group Inc. 0.46% Add +843.1% 603,592 $48.7M
Lazard Asset Management LLC 0.06% Add +39.2% 579,742 $46.8M
Wealth Enhancement Advisory Services, LLC 0.07% Add +7.3% 560,306 $45.9M
Adage Capital Partners Gp, L.L.C. 0.07% Add +1.9% 538,442 $43.4M
State Board of Administration of Florida Retirement System 0.08% Reduce -6.8% 536,961 $43.3M
Gabelli Funds LLC 0.30% Reduce -0.3% 535,716 $43.2M
Old Republic International Corp. 1.56% No change 522,200 $42.1M
Hudson Bay Capital Management LP 0.29% Add +174.6% 513,504 $41.4M
New York State Common Retirement Fund 0.05% Reduce -28.9% 500,496 $40.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +4.3% 456,035 $36.8M

"% 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 1,185 holders