DaveManuel.com · Institutional Ownership · Who Owns It
XCEL ENERGY INC (XEL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,304
Reporting holders
$48.9B
Reported value
96.0%
Of shares outstanding
0.3%
Calls
1.1%
Puts
+21
Holder change
Institutions report 599,613,680 shares against 624,634,306 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $4.9B | 60,898,333 | 0.07% | 8q | +13.0%+$561.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.3B | 40,769,716 | 0.07% | 2q | +3.2%+$102.8M |
| STATE STREET CORP | $3.1B | 38,896,012 | 0.09% | 31q | +4.8%+$143.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.9B | 35,610,992 | 0.13% | 2q | +2.4%+$67.0M |
| BANK OF AMERICA CORP /DE/ | $2.4B | 29,933,748 | 0.15% | 31q | +1.7%+$39.5M |
| Capital Research Global Investors | $2.4B | 29,301,965 | 0.33% | 31q | +7.5%+$164.1M |
| JPMORGAN CHASE & CO | $1.8B incl. $28.7M options CALL | 21,741,661 | 0.10% | 31q | -24.2%-$579.5M |
| Invesco Ltd. | $1.7B | 21,381,193 | 0.14% | 31q | +1.0%+$17.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 18,042,089 | 0.08% | 31q | +6.2%+$83.8M |
| GOLDMAN SACHS GROUP INC | $1.3B incl. $455.8M options PUT | 10,997,965 | 0.12% | 31q | +56.9%+$485.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.3B | 16,269,553 | 0.42% | 31q | -10.0%-$146.5M |
| FMR LLC | $895.6M | 11,152,597 | 0.04% | 31q | +66.0%+$356.0M |
| GQG Partners LLC | $891.7M | 11,104,441 | 1.66% | 5q | -0.8%-$7.1M |
| Aristotle Capital Management, LLC | $839.9M | 10,459,005 | 1.76% | 18q | -5.8%-$52.0M |
| Pictet Asset Management Holding SA | $725.8M | 9,038,572 | 0.69% | 12q | +1.9%+$13.4M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $708.1M | 8,818,013 | 2.15% | 8q | +58.2%+$260.6M |
| MORGAN STANLEY | $633.9M | 7,894,693 | 0.03% | 35q | +10.1%+$58.2M |
| FRANKLIN RESOURCES INC | $631.9M | 7,869,605 | 0.14% | 31q | +1.3%+$8.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $564.9M | 7,034,477 | 0.06% | 31q | -7.0%-$42.5M |
| Legal & General Group Plc | $503.5M | 6,270,777 | 0.11% | 31q | +1.1%+$5.6M |
| DEUTSCHE BANK AG\ | $433.9M | 5,403,828 | 0.13% | 34q | +34.5%+$111.4M |
| NORTHERN TRUST CORP | $420.9M | 5,242,023 | 0.05% | 31q | +2.2%+$9.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $335.3M | 4,175,031 | 0.04% | 31q | +5.9%+$18.8M |
| ROYAL BANK OF CANADA | $296.1M | 3,687,605 | 0.04% | 31q | -4.8%-$14.8M |
| Newport Trust Company, LLC | $290.1M | 3,612,435 | 0.70% | 7q | -1.3%-$3.8M |
| VANGUARD FIDUCIARY TRUST CO | $281.5M | 3,505,386 | 0.06% | 2q | +4.4%+$12.0M |
| Bank of New York Mellon Corp | $280.2M | 3,489,252 | 0.05% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $272.9M incl. $208.8K options CALL+PUT | 3,395,450 | 0.09% | 31q | +393.6%+$217.6M |
| REAVES W H & CO INC | $269.7M | 3,358,472 | 4.09% | 31q | -5.4%-$15.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $249.2M | 3,103,309 | 0.05% | 31q | +14.0%+$30.5M |
| Boston Partners | $245.9M | 3,062,841 | 0.22% | 4q | +3.2%+$7.6M |
| BNP PARIBAS FINANCIAL MARKETS | $245.6M incl. $3.2M options PUT | 3,018,604 | 0.09% | 31q | +39.2%+$69.1M |
| AMERICAN CENTURY COMPANIES INC | $234.0M | 2,914,185 | 0.10% | 31q | -1.8%-$4.2M |
| Nuveen, LLC | $233.9M | 2,912,726 | 0.06% | 6q | HELD |
| Magellan Asset Management Ltd | $226.3M | 2,818,534 | 5.06% | 31q | +21.7%+$40.3M |
| Mitsubishi UFJ Trust & Banking Corp | $220.6M | 2,747,651 | 0.48% | 31q | +4.0%+$8.5M |
| UBS Group AG | $219.0M incl. $3.9M options PUT | 2,679,109 | 0.03% | 31q | -17.1%-$45.2M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $216.2M | 2,692,983 | 3.01% | 17q | +3.7%+$7.6M |
| Electron Capital Partners, LLC | $202.5M | 2,522,174 | 8.09% | 8q | +31.4%+$48.5M |
| FEDERATED HERMES, INC. | $197.4M | 2,458,085 | 0.28% | 31q | -15.6%-$36.5M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $194.3M | 2,419,977 | 1.83% | 31q | HELD |
| Russell Investments Group, Ltd. | $190.7M | 2,373,871 | 0.17% | 31q | -4.8%-$9.7M |
| Assenagon Asset Management S.A. | $188.4M | 2,346,566 | 0.12% | 20q | +12416.4%+$186.9M |
| Zimmer Partners, LP | $186.6M | 2,323,610 | 4.30% | 11q | -11.6%-$24.5M |
| DIMENSIONAL FUND ADVISORS LP | $170.8M | 2,126,199 | 0.03% | 31q | +3.6%+$6.0M |
| TORONTO DOMINION BANK | $170.3M | 2,120,825 | 0.20% | 31q | +20.9%+$29.4M |
| COHEN & STEERS, INC. | $169.0M | 2,104,718 | 0.27% | 7q | +13.0%+$19.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $168.6M | 2,077,391 | 0.14% | 31q | -1.1%-$1.9M |
| AMERIPRISE FINANCIAL INC | $160.7M | 2,000,918 | 0.03% | 31q | +2.4%+$3.8M |
| PRINCIPAL FINANCIAL GROUP INC | $149.6M | 1,863,034 | 0.07% | 31q | -5.0%-$7.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $149.3M | 1,859,342 | 0.21% | 20q | +18.1%+$22.9M |
| JENNISON ASSOCIATES LLC | $149.2M | 1,858,552 | 0.09% | 31q | -3.3%-$5.1M |
| Swiss National Bank | $141.4M | 1,760,500 | 0.07% | 31q | +1.4%+$2.0M |
| Brookfield Corp /ON/ | $131.1M | 1,632,769 | 0.17% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $127.0M | 1,582,019 | 0.07% | 31q | +12.6%+$14.2M |
| RAYMOND JAMES FINANCIAL INC | $125.8M | 1,566,555 | 0.03% | 7q | -14.5%-$21.3M |
| LPL Financial LLC | $122.6M | 1,526,598 | 0.03% | 31q | -8.4%-$11.2M |
| Sumitomo Mitsui Trust Group, Inc. | $121.7M | 1,515,264 | 0.07% | 31q | +4.8%+$5.6M |
| CIBC Bancorp USA Inc. | $121.3M | 1,509,192 | 0.15% | 3q | +555.1%+$102.8M |
| WELLS FARGO & COMPANY/MN | $117.6M | 1,464,676 | 0.02% | 31q | -9.6%-$12.4M |
| CITIGROUP INC | $116.2M | 1,446,471 | 0.04% | 31q | +68.9%+$47.4M |
| CITADEL ADVISORS LLC | $114.9M incl. $57.9M options CALL+PUT | 710,776 | 0.01% | 31q | +1.4%+$1.6M |
| Point72 Asset Management, L.P. | $112.5M | 1,400,937 | 0.12% | 4q | +37.0%+$30.4M |
| BARCLAYS PLC | $112.2M | 1,397,855 | 0.02% | 31q | +0.5%+$590.3K |
| Qube Research & Technologies Ltd | $110.7M | 1,378,877 | 0.10% | 3q | -51.4%-$117.2M |
| Vanguard Global Advisers, LLC | $108.1M | 1,345,723 | 0.05% | 2q | +4.2%+$4.3M |
| HSBC HOLDINGS PLC | $105.0M incl. $3.4M options PUT | 1,260,938 | 0.04% | 31q | -6.2%-$6.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $104.4M | 1,300,280 | 0.07% | 2q | +16.8%+$15.0M |
| ANCHOR CAPITAL ADVISORS LLC | $97.1M | 1,208,592 | 1.36% | 31q | +96.0%+$47.5M |
| Jupiter Topco LLC | $94.2M | 1,173,563 | 0.04% | new | FIRST |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $93.2M | 1,160,841 | 0.40% | 3q | +186.1%+$60.6M |
| SEI INVESTMENTS CO | $88.8M | 1,105,703 | 0.08% | 31q | -4.5%-$4.2M |
| MILLENNIUM MANAGEMENT LLC | $88.4M incl. $602.2K options CALL+PUT | 1,093,607 | 0.03% | 31q | -18.9%-$20.6M |
| HITE Hedge Asset Management LLC | $85.2M | 1,060,792 | 4.66% | 12q | -8.6%-$8.0M |
| Balyasny Asset Management L.P. | $83.2M | 1,035,575 | 0.10% | 6q | -15.1%-$14.8M |
| REGIONS FINANCIAL CORP | $83.1M | 1,034,471 | 0.50% | 31q | HELD |
| RHUMBLINE ADVISERS | $82.7M | 1,029,444 | 0.06% | 31q | +4.5%+$3.5M |
| Energy Income Partners, LLC | $82.1M | 1,022,550 | 1.29% | 31q | +2.2%+$1.8M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $77.0M | 959,135 | 0.03% | 3q | +2.4%+$1.8M |
| ExodusPoint Capital Management, LP | $76.3M | 949,886 | 0.49% | 11q | -4.4%-$3.6M |
| Amundi | $75.4M | 938,492 | 0.02% | 21q | -57.6%-$102.3M |
| FIRST TRUST ADVISORS LP | $72.5M | 903,473 | 0.04% | 31q | -7.9%-$6.3M |
| AQR CAPITAL MANAGEMENT LLC | $71.8M | 894,378 | 0.03% | 31q | +25.3%+$14.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $71.4M | 888,828 | 0.11% | 3q | -10.2%-$8.1M |
| MIZUHO MARKETS AMERICAS LLC | $71.1M | 885,200 | 1.12% | 2q | +9.9%+$6.4M |
| VICTORY CAPITAL MANAGEMENT INC | $66.4M | 826,985 | 0.04% | 31q | -1.3%-$899.4K |
| ENVESTNET ASSET MANAGEMENT INC | $66.4M | 826,350 | 0.02% | 31q | -19.7%-$16.3M |
| National Pension Service | $64.5M | 803,504 | 0.04% | 31q | +6.3%+$3.8M |
| Squarepoint Ops LLC | $64.2M | 799,666 | 0.07% | 26q | +116.7%+$34.6M |
| Freestone Grove Partners LP | $64.1M | 798,283 | 0.41% | 5q | -38.6%-$40.2M |
| California Public Employees Retirement System | $60.9M | 758,615 | 0.03% | 31q | -29.0%-$24.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $58.5M | 728,290 | 0.03% | 31q | +126.6%+$32.7M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $58.3M | 726,220 | 0.05% | 31q | +6.1%+$3.4M |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $57.8M | 719,761 | 1.15% | 31q | HELD |
| JANE STREET GROUP, LLC | $57.4M incl. $47.0M options CALL+PUT | 129,840 | 0.00% | 28q | +30.6%+$13.5M |
| MACQUARIE GROUP LTD | $55.9M | 696,209 | 0.24% | 32q | +11.7%+$5.9M |
| Perpetual Ltd | $55.3M | 688,313 | 0.79% | new | NEW |
| ProShare Advisors LLC | $54.8M | 682,611 | 0.08% | 31q | -22.8%-$16.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.4M incl. $49.4M options CALL+PUT | 62,814 | 0.00% | 31q | -22.6%-$15.9M |
| NATIONAL BANK OF CANADA /FI/ | $54.0M | 672,934 | 0.04% | 19q | +67.7%+$21.8M |
Showing the largest 100 of 1,305 reported holders. The count of 1,304 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 429 | $992.4M | 14,052,624 | 28 | 142 | 118 | 0.0% |
| Q2 2026 | 1,304 | $48.9B | 599,613,680 | 104 | 512 | 367 | 1.5% |
| Q1 2026 | 1,283 | $45.7B | 572,043,657 | 112 | 436 | 414 | 0.4% |
| Q4 2025 | 1,260 | $42.2B | 567,039,109 | 102 | 446 | 349 | 0.8% |
| Q3 2025 | 1,196 | $45.5B | 561,682,401 | 144 | 433 | 304 | 0.4% |
| Q2 2025 | 1,139 | $35.5B | 516,664,148 | 98 | 412 | 339 | 0.7% |
| Q1 2025 | 1,147 | $35.4B | 497,381,684 | 113 | 385 | 336 | 0.6% |
| Q4 2024 | 1,121 | $33.2B | 488,966,873 | 96 | 415 | 289 | 0.6% |
| Q3 2024 | 1,041 | $31.1B | 473,093,777 | 134 | 348 | 316 | 0.5% |
| Q2 2024 | 978 | $24.5B | 454,896,891 | 76 | 374 | 315 | 0.7% |
| Q1 2024 | 984 | $25.6B | 470,807,417 | 99 | 303 | 367 | 1.0% |
| Q4 2023 | 1,022 | $28.8B | 461,618,221 | 109 | 332 | 311 | 0.7% |
| Q3 2023 | 935 | $24.9B | 432,425,772 | 79 | 327 | 285 | 0.5% |
| Q2 2023 | 966 | $26.7B | 427,922,105 | 75 | 308 | 319 | 0.3% |
| Q1 2023 | 980 | $29.4B | 434,590,977 | 84 | 326 | 284 | 0.4% |
| Q4 2022 | 988 | $29.8B | 423,943,517 | 94 | 316 | 303 | 0.3% |
| Q3 2022 | 925 | $61.3B | 954,091,292 | 64 | 322 | 252 | 0.2% |
| Q2 2022 | 939 | $64.0B | 901,657,100 | 88 | 312 | 267 | 0.3% |
| Q1 2022 | 926 | $51.5B | 711,114,764 | 87 | 326 | 264 | 0.3% |
| Q4 2021 | 910 | $47.5B | 686,586,520 | 91 | 266 | 267 | 0.3% |
| Q3 2021 | 829 | $40.5B | 644,839,345 | 56 | 261 | 259 | 0.3% |
| Q2 2021 | 845 | $39.4B | 595,372,130 | 71 | 252 | 255 | 0.3% |
| Q1 2021 | 832 | $44.3B | 664,657,357 | 59 | 259 | 296 | 0.3% |
| Q4 2020 | 879 | $48.5B | 724,679,303 | 80 | 268 | 253 | 0.3% |
| Q3 2020 | 841 | $75.4B | 1,091,169,358 | 79 | 235 | 274 | 0.1% |
| Q2 2020 | 813 | $69.0B | 1,101,414,163 | 64 | 242 | 277 | 0.1% |
| Q1 2020 | 835 | $78.6B | 1,301,706,137 | 80 | 257 | 278 | 0.0% |
| Q4 2019 | 839 | $71.8B | 1,130,400,264 | 58 | 257 | 247 | 0.0% |
| Q3 2019 | 803 | $64.3B | 989,064,731 | 69 | 249 | 245 | 0.1% |
| Q2 2019 | 787 | $72.1B | 1,008,521,677 | 72 | 249 | 237 | 0.0% |
| Q1 2019 | 787 | $36.7B | 650,814,513 | 79 | 253 | 242 | 0.1% |
| Q4 2018 | 760 | $27.1B | 549,125,926 | 8 | 9 | 10 | 0.0% |