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XEL — XCEL ENERGY INC

Reported value held$27.56B
Funds holding (latest)49
SectorUtilities

Index member: Invesco QQQ Trust · S&P 500

Funds holding (Q2 2026)43
Institutional value$21.23B · 271.32M sh
New / Add / Cut / Exit2 / 28 / 11 / 1
Top-5 / Top-10 concentration60.3% / 83.0%
Institutional holdings change Accumulating +15.4% (+36.11M sh)
Institutional value change Up +17.3%

As of Q2 2026, 43 SEC-registered investment managers reported holding XEL (XCEL ENERGY INC) in their latest 13F filings, with a combined reported value of $21.23B across 271.32M shares. That is +15.4% by share count (+36.11M shares) versus the previous quarter, while reported value moved +17.3%. Ownership is concentrated: the five largest holders account for 60.3% of reported value and the top ten for 83.0%.

Compared with the prior quarter, 2 opened new positions, 28 added to existing stakes, 11 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

XEL is a constituent of the Invesco QQQ Trust, S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 77.61M $5.73B 0.08% Add
BlackRock Inc history Q2 2026 60.90M $4.89B 0.08% Add
Bank of America Corp history Q2 2026 29.93M $2.40B 0.16% Add
Capital Research Global Investors history Q2 2026 29.30M $2.35B 0.34% Add
Invesco Ltd history Q2 2026 21.38M $1.72B 0.14% Add
Geode Capital Management history Q2 2026 18.04M $1.44B 0.08% Add
Goldman Sachs Group history Q2 2026 16.67M $1.34B 0.12% Add
MFS Investment Management history Q2 2026 16.27M $1.32B 0.44% Reduce
Fidelity Management & Research (FMR) history Q2 2026 11.15M $895.55M 0.04% Add
Morgan Stanley history Q2 2026 7.89M $633.94M 0.04% Add
Franklin Resources history Q2 2026 7.87M $631.93M 0.14% Add
Legal & General Investment Management America history Q2 2026 6.27M $503.54M 0.10% Add
Capital World Investors history Q3 2021 7.46M $466.38M 0.08% New
Deutsche Bank AG history Q2 2026 5.40M $433.93M 0.13% Add
Northern Trust Corp history Q2 2026 5.24M $420.93M 0.05% Add
Charles Schwab Investment Management history Q2 2026 4.18M $335.25M 0.04% Add
BNY Mellon history Q2 2026 3.49M $280.19M 0.05% Hold
UBS Group AG history Q2 2026 2.73M $218.99M 0.03% Reduce
Principal Global Investors history Q2 2026 1.86M $149.60M 0.07% Reduce
Wells Fargo & Co history Q2 2026 1.46M $117.61M 0.02% Reduce

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 46.10M 47.84M 49.23M 50.61M 51.60M 52.67M 53.91M 60.90M
Bank of America Corp 2.99M 2.63M 4.11M 12.53M 12.54M 10.09M 12.35M 11.86M 4.28M 4.57M 4.97M 5.82M 14.46M 20.76M 24.10M 26.26M 28.85M 27.80M 29.44M 29.93M
Capital Research Global Investors 3.38M 3.38M 3.38M 3.38M 3.37M 3.37M 3.38M 3.38M 3.38M 3.38M 3.38M 3.38M 3.38M 3.39M 3.41M 3.44M 3.50M 3.53M 27.26M 29.30M
Invesco Ltd 3.56M 3.96M 3.96M 4.15M 4.25M 4.43M 4.54M 4.75M 5.30M 5.38M 6.07M 5.00M 5.17M 5.68M 5.71M 7.37M 7.78M 7.92M 8.07M 21.38M
Geode Capital Management 10.33M 10.62M 11.04M 11.52M 11.87M 12.09M 12.25M 12.67M 12.96M 13.24M 13.85M 14.30M 14.56M 15.18M 15.73M 16.19M 16.37M 16.50M 16.99M 18.04M
Goldman Sachs Group 3.72M 3.73M 3.90M 3.99M 3.42M 3.57M 4.34M 4.69M 4.69M 6.80M 5.68M 6.38M 6.15M 7.73M 6.19M 6.24M 9.19M 9.12M 7.81M 16.67M
MFS Investment Management 9.28M 10.22M — 9.09M 9.07M 11.21M 13.36M 15.96M 18.52M 19.99M 17.21M 14.30M 15.19M 17.61M 16.97M 18.72M 19.53M 18.81M 18.08M 16.27M
Fidelity Management & Research (FMR) 597.60K 700.07K 1.85M 1.65M 2.85M 3.29M 3.20M 2.16M 1.88M 1.96M 3.38M 3.54M 3.03M 6.61M 6.17M 5.93M 6.42M 6.36M 6.72M 11.15M
Morgan Stanley 2.00M 1.95M 1.90M 4.33M 3.97M 4.97M 4.98M 5.90M 5.37M 6.01M 8.99M 7.51M 6.96M 7.29M 6.27M 6.72M 7.19M 6.99M 7.17M 7.89M
Franklin Resources 5.21M 5.00M 2.35M 2.54M 2.61M 2.64M 2.65M 2.61M 2.50M 2.45M 5.11M 4.97M 4.88M 5.44M 5.48M 5.45M 6.69M 6.83M 7.77M 7.87M
Legal & General Investment Management America 6.42M 6.72M 6.59M 6.18M 5.60M 5.51M 5.49M 5.60M 5.46M 6.44M 6.50M 6.29M 5.92M 5.04M 5.24M 5.65M 6.01M 6.24M 6.20M 6.27M
Deutsche Bank AG 1.34M 849.17K 1.04M 2.01M 5.03M 5.33M 3.85M 1.97M 940.24K 936.09K 1.66M 1.15M 2.34M 1.34M 1.79M 2.60M 5.29M 2.75M 4.02M 5.40M
Northern Trust Corp 6.12M 5.90M 5.97M 6.27M 6.21M 6.13M 5.98M 5.65M 5.74M 5.55M 5.25M 5.33M 5.08M 5.64M 5.97M 5.26M 5.27M 5.17M 5.13M 5.24M
Charles Schwab Investment Management 2.56M 2.66M 2.75M 2.79M 2.88M 2.94M 2.96M 2.99M 3.07M 3.17M 3.21M 3.35M 3.42M 3.63M 3.68M 3.73M 3.81M 3.84M 3.94M 4.18M
BNY Mellon 4.14M 4.14M 4.12M 4.29M 4.32M 4.38M 4.26M 4.23M 4.15M 4.08M 3.84M 3.78M 3.77M 3.78M 3.73M 3.54M 3.56M 3.57M 3.50M 3.49M
UBS Group AG 447.41K 827.60K 376.74K 343.33K 361.09K 976.51K 700.66K 1.12M 1.03M 1.09M 2.14M 1.65M 2.22M 2.21M 1.95M 2.42M 3.00M 2.37M 3.23M 2.73M
Principal Global Investors 2.70M 2.90M 2.63M 3.02M 3.03M 3.15M 3.22M 2.84M 2.99M 2.94M 2.58M 2.54M 2.51M 2.48M 2.43M 2.49M 2.47M 2.08M 1.96M 1.86M
Wells Fargo & Co 6.36M 1.00K 6.44M 6.29M 7.09M 7.10M 7.14M 7.17M 7.15M 7.12M 6.28M 6.37M 6.14M 1.79M 1.85M 1.89M 1.89M 1.79M 1.62M 1.46M
Citigroup Inc 920.01K 812.08K 594.72K 498.14K 632.18K 789.76K 764.88K 758.11K 902.14K 718.92K 493.73K 1.16M 833.01K 710.07K 909.88K 857.51K 2.02M 1.40M 856.34K 1.45M
Citadel Advisors 466.29K 512.81K 214.20K 1.42M 504.70K 648.00K 206.05K 475.66K 830.58K 323.62K 2.43M 1.64M 189.90K 1.48M 1.03M 2.18M 874.72K 1.01M 1.11M 1.43M

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