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Security record · archived quarter

XEL

Xcel Energy Inc. · Utilities · Regulated Electric

77.62 -1.6% mkt cap $48.48B quote delayed (FMP) · as of Oct 23 17:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
165Tracked holders
+2Δ holders
496.92MShares held
$36.72BReported value
+3New positions
−1Exits
Stable Conviction score 52/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.2% · share flow -3.4% · net new positions +1.2% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 1.01M $71.53M n/a −1
Q2 2026 162 +3 481.37M $38.72B +5 −4
Q1 2026 164 -3 460.95M $36.64B +3 −6
Q4 2025 165 +2 496.92M $36.72B +3 −1
Q3 2025 20 +1 279.11M $22.53B +3 −2
Q2 2025 16 -1 216.41M $14.76B n/a −1
Q1 2025 14 +2 81.98M $5.83B +3 −1
Q4 2024 12 0 79.69M $5.38B +1 −1
Q3 2024 11 +2 41.12M $2.68B +2 n/a
Q2 2024 9 n/a 34.96M $1.87B n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 77.61M +1.1% $5.73B 0.1% ▲ Add 3 SEC ↗ ×6
2 BlackRock ✦ (passive) 52.67M +2.1% $3.89B 0.1% ▲ Add 3 SEC ↗ ×22
3 State Street Global Advisors ✦ (passive) 36.34M +1.2% $2.70B 0.1% ▲ Add 5 SEC ↗
4 Bank Of America Corp /De/ 27.80M n/a $2.05B 0.1% n/c 1 SEC ↗ ×8
5 T. Rowe Price ✦ 25.13M -10.0% $1.86B 0.2% ▼ Trim 7 SEC ↗ ×2
6 JPMorgan Chase ✦ 24.57M -41.6% $1.81B 0.1% ▼ Trim 2 SEC ↗ ×17
7 Invesco Ltd. 21.21M n/a $1.57B 0.1% n/c 1 SEC ↗ ×12
8 Massachusetts Financial Services Co… 18.81M n/a $1.39B 0.4% n/c 1 SEC ↗ ×7
9 Geode Capital Management ✦ (passive) 16.50M +0.8% $1.21B 0.1% ▲ Add 7 SEC ↗ ×2
10 GQG Partners LLC 12.33M n/a $911.03M 1.5% n/c 1 SEC ↗
11 Aristotle Capital Management, LLC 11.58M n/a $855.22M 1.7% n/c 1 SEC ↗
12 Barclays Plc 9.98M n/a $737.08M 0.3% n/c 1 SEC ↗ ×4
13 Goldman Sachs Group ✦ 7.80M -14.8% $576.39M 0.1% ▼ Trim 2 SEC ↗ ×6
14 Morgan Stanley ✦ 6.99M -2.7% $516.51M 0.0% ▼ Trim 2 SEC ↗ ×19
15 Franklin Resources Inc 6.83M n/a $504.26M 0.1% n/c 1 SEC ↗ ×10
16 Pictet Asset Management Holding SA 6.47M n/a $478.08M 0.5% n/c 1 SEC ↗
17 Fidelity (FMR) ✦ 6.36M -0.9% $469.68M 0.0% ▼ Trim 3 SEC ↗ ×5
18 Legal & General Group Plc 6.24M n/a $461.14M 0.1% n/c 1 SEC ↗ ×3
19 Northern Trust Corp 5.17M n/a $381.97M 0.0% n/c 1 SEC ↗ ×8
20 Charles Schwab Investment… 3.84M n/a $283.43M 0.0% n/c 1 SEC ↗
21 Newport Trust Company, LLC 3.72M n/a $274.62M 0.7% n/c 1 SEC ↗
22 Royal Bank Of Canada 3.67M n/a $271.37M 0.0% n/c 1 SEC ↗ ×9
23 Federated Hermes, Inc. 3.66M n/a $270.31M 0.5% n/c 1 SEC ↗ ×3
24 Bank of New York Mellon Corp 3.57M n/a $263.56M 0.0% n/c 1 SEC ↗ ×17
25 Capital Research Global Investors 3.53M n/a $260.83M 0.0% n/c 1 SEC ↗
26 Bank Of Montreal /Can/ 3.10M n/a $228.68M 0.1% n/c 1 SEC ↗ ×8
27 American Century Companies Inc 3.08M n/a $227.61M 0.1% n/c 1 SEC ↗
28 Nuveen, LLC 2.79M n/a $206.20M 0.1% n/c 1 SEC ↗ ×3
29 Deutsche Bank Ag\ 2.75M n/a $203.46M 0.1% n/c 1 SEC ↗ ×8
30 UBS AM, a distinct business unit of… 2.66M n/a $196.23M 0.0% n/c 1 SEC ↗ ×10
31 Hsbc Holdings Plc 2.58M n/a $190.71M 0.1% n/c 1 SEC ↗ ×20
32 Nordea Investment Management Ab 2.50M n/a $185.24M 0.2% n/c 1 SEC ↗ ×4
33 Mitsubishi UFJ Trust & Banking Corp 2.41M n/a $177.90M 0.4% n/c 1 SEC ↗ ×3
34 UBS Group AG 2.37M n/a $175.06M 0.0% n/c 1 SEC ↗ ×9
35 Russell Investments Group, Ltd. 2.33M n/a $171.87M 0.2% n/c 1 SEC ↗ ×14
36 BROOKFIELD Corp /ON/ 2.27M n/a $167.55M 0.2% n/c 1 SEC ↗
37 Millennium Management ✦ 2.21M +10.4% $163.07M 0.1% ▲ Add 7 SEC ↗
38 Raymond James Financial Inc 2.14M n/a $158.10M 0.0% n/c 1 SEC ↗ ×4
39 Principal Financial Group Inc 2.08M n/a $153.88M 0.1% n/c 1 SEC ↗ ×4
40 Point72 Asset Management ✦ 2.08M +116.9% $153.73M 0.3% ▲ Add 2 SEC ↗
41 Boston Partners 2.02M n/a $149.54M 0.2% n/c 1 SEC ↗ ×4
42 Dimensional Fund Advisors Lp 1.99M n/a $147.03M 0.0% n/c 1 SEC ↗ ×5
43 Jennison Associates Llc 1.96M n/a $144.90M 0.1% n/c 1 SEC ↗
44 Ameriprise Financial Inc 1.90M n/a $140.45M 0.0% n/c 1 SEC ↗ ×6
45 Toronto Dominion Bank 1.84M n/a $135.99M 0.2% n/c 1 SEC ↗ ×3
46 Wells Fargo & Company/Mn 1.79M n/a $132.15M 0.0% n/c 1 SEC ↗ ×5
47 LPL Financial LLC 1.78M n/a $131.52M 0.0% n/c 1 SEC ↗
48 Qube Research & Technologies Ltd 1.73M n/a $128.10M 0.2% n/c 1 SEC ↗
49 Bnp Paribas Financial Markets 1.65M n/a $121.59M 0.1% n/c 1 SEC ↗
50 Swiss National Bank 1.62M n/a $119.70M 0.1% n/c 1 SEC ↗
51 California Public Employees… 1.53M n/a $112.70M 0.1% n/c 1 SEC ↗
52 Sumitomo Mitsui Trust Group, Inc. 1.52M n/a $112.24M 0.1% n/c 1 SEC ↗
53 First Trust Advisors Lp 1.47M n/a $108.91M 0.1% n/c 1 SEC ↗
54 Citigroup Inc 1.40M n/a $103.27M 0.1% n/c 1 SEC ↗ ×4
55 Mitsubishi UFJ Asset Management… 1.30M n/a $96.75M 0.1% n/c 1 SEC ↗
56 Janus Henderson Group Plc 1.30M n/a $96.18M 0.0% n/c 1 SEC ↗ ×3
57 Nomura Asset Management… 1.29M n/a $95.06M 0.1% n/c 1 SEC ↗ ×2
58 Stifel Financial Corp 1.16M n/a $85.95M 0.1% n/c 1 SEC ↗ ×6
59 Envestnet Asset Management Inc 1.16M n/a $85.63M 0.0% n/c 1 SEC ↗
60 Amundi 1.12M n/a $82.88M 0.0% n/c 1 SEC ↗ ×5
61 Sei Investments Co 1.12M n/a $82.54M 0.1% n/c 1 SEC ↗ ×2
62 ProShare Advisors LLC 1.03M n/a $76.35M 0.1% n/c 1 SEC ↗
63 Rhumbline Advisers 1.00M n/a $74.08M 0.1% n/c 1 SEC ↗
64 Alliancebernstein L.P. 836.26K n/a $61.77M 0.0% n/c 1 SEC ↗
65 Balyasny Asset Management L.P. 794.80K n/a $58.70M 0.1% n/c 1 SEC ↗ ×2
66 AQR Capital Management ✦ 792.10K -26.5% $58.50M 0.0% ▼ Trim 7 SEC ↗ ×5
67 Victory Capital Management Inc 754.75K n/a $55.75M 0.0% n/c 1 SEC ↗
68 Adage Capital Partners ✦ 734.19K +36.4% $54.23M 0.1% ▲ Add 7 SEC ↗
69 Soros Fund Management ✦ 732.02K New $54.07M 1.0% New 1 SEC ↗
70 Jane Street Group, Llc 724.75K n/a $53.53M 0.1% n/c 1 SEC ↗ ×2
71 California State Teachers… 706.10K n/a $52.15M 0.1% n/c 1 SEC ↗
72 National Pension Service 692.24K n/a $51.13M 0.0% n/c 1 SEC ↗
73 Manufacturers Life Insurance… 653.21K n/a $48.27M 0.0% n/c 1 SEC ↗
74 Wealth Enhancement Advisory… 572.50K n/a $42.61M 0.1% n/c 1 SEC ↗
75 State Board Of Administration Of… 525.63K n/a $38.82M 0.1% n/c 1 SEC ↗
76 Allspring Global Investments… 506.15K n/a $37.80M 0.1% n/c 1 SEC ↗ ×2
77 MIRAE ASSET GLOBAL ETFS HOLDINGS… 508.35K n/a $37.55M 0.1% n/c 1 SEC ↗ ×2
78 Mirae Asset Global Investments Co.… 394.45K n/a $29.13M 0.1% n/c 1 SEC ↗ ×2
79 Citadel Advisors ✦ 387.03K +217.2% $28.59M 0.0% ▲ Add 7 SEC ↗ ×2
80 Korea Investment CORP 378.86K n/a $27.98M 0.1% n/c 1 SEC ↗
81 National Bank Of Canada /Fi/ 368.78K n/a $27.24M 0.0% n/c 1 SEC ↗ ×5
82 Universal- Beteiligungs- und… 345.67K n/a $25.56M 0.0% n/c 1 SEC ↗
83 Quantinno Capital Management LP 343.90K n/a $25.40M 0.1% n/c 1 SEC ↗
84 Creative Planning 340.32K n/a $25.14M 0.0% n/c 1 SEC ↗
85 Squarepoint Ops LLC 335.90K n/a $24.81M 0.1% n/c 1 SEC ↗
86 State Of Wisconsin Investment Board 319.14K n/a $23.57M 0.1% n/c 1 SEC ↗
87 Asset Management One Co., Ltd. 308.15K n/a $22.84M 0.1% n/c 1 SEC ↗
88 CIBC Asset Management Inc 303.97K n/a $22.45M 0.1% n/c 1 SEC ↗
89 Chevy Chase Trust Holdings, LLC 302.01K n/a $22.31M 0.1% n/c 1 SEC ↗ ×2
90 Prudential Financial Inc 294.22K n/a $21.73M 0.0% n/c 1 SEC ↗ ×2
91 Corient Private Wealth LP 276.91K n/a $20.08M 0.0% n/c 1 SEC ↗ ×4
92 Us Bancorp \De\ 257.43K n/a $19.01M 0.0% n/c 1 SEC ↗ ×5
93 Cerity Partners LLC 253.06K n/a $18.70M 0.0% n/c 1 SEC ↗ ×3
94 Daiwa Securities Group Inc. 246.46K n/a $18.20M 0.1% n/c 1 SEC ↗
95 Connor, Clark & Lunn Investment… 243.06K n/a $17.95M 0.0% n/c 1 SEC ↗
96 New York State Common Retirement… 242.00K n/a $17.87M 0.0% n/c 1 SEC ↗
97 Td Asset Management Inc 233.14K n/a $17.22M 0.0% n/c 1 SEC ↗
98 Nomura Asset Management Co Ltd 228.41K n/a $16.87M 0.0% n/c 1 SEC ↗
99 Credit Agricole S A 224.52K n/a $16.58M 0.0% n/c 1 SEC ↗ ×2
100 Zurcher Kantonalbank (Zurich… 224.29K n/a $16.57M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Soros Fund Management $54.07M 1.0%

Exited

D. E. Shaw & Co. $565,760 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,256 holders, 529.92M shares, $40.91B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API