| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 35.6M | $2.86B | +2.4% | 5.704% | 0.13% |
| 5 | BANK OF AMERICA CORP /DE/ | 29.9M | $2.40B | +1.7% | 4.795% | 0.15% |
| 6 | Capital Research Global Investors | 29.3M | $2.35B | +7.5% | 4.694% | 0.33% |
| 7 | JPMORGAN CHASE & CO | 21.7M | $1.78B | -24.2% | 3.483% | 0.10% |
| 8 | Invesco Ltd. | 21.4M | $1.72B | +63.3% | 3.425% | 0.14% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 18.0M | $1.44B | +6.2% | 2.890% | 0.08% |
| 10 | GOLDMAN SACHS GROUP INC | 16.7M | $1.34B | +113.5% | 2.671% | 0.12% |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 16.3M | $1.32B | -10.0% | 2.606% | 0.42% |
| 12 | FMR LLC | 11.2M | $895.6M | +66.0% | 1.786% | 0.04% |
| 13 | GQG Partners LLC | 11.1M | $891.7M | -0.8% | 1.779% | 1.66% |
| 14 | Aristotle Capital Management, LLC | 10.5M | $839.9M | -5.8% | 1.675% | 1.76% |
| 15 | Pictet Asset Management Holding SA | 9.0M | $725.8M | +1.9% | 1.448% | 0.69% |
| 16 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 8.8M | $708.1M | +58.2% | 1.413% | 2.15% |
| 17 | MORGAN STANLEY | 7.9M | $633.9M | +10.1% | 1.265% | 0.03% |
| 18 | FRANKLIN RESOURCES INC | 7.9M | $631.9M | +1.3% | 1.261% | 0.14% |
| 19 | Legal & General Group Plc | 6.3M | $503.5M | +1.1% | 1.004% | 0.11% |
| 20 | DEUTSCHE BANK AG\ | 5.4M | $433.9M | +34.5% | 0.866% | 0.13% |
| 21 | NORTHERN TRUST CORP | 5.2M | $420.9M | +2.2% | 0.840% | 0.05% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2M | $335.3M | +5.9% | 0.669% | 0.04% |
| 23 | ROYAL BANK OF CANADA | 3.7M | $296.1M | -4.8% | 0.591% | 0.04% |
| 24 | Newport Trust Company, LLC | 3.6M | $290.1M | -1.3% | 0.579% | 0.70% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 3.5M | $281.5M | +4.4% | 0.561% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in XEL — a direct measure of their conviction.
| 85.13% |
| +0.98 pp |
| $31.86B |
| +4.7% |
| Q4 2024 | 1,066 | +7.2% | 84.15% | +4.98 pp | $30.43B | 1.5% |
| Q3 2024 | 994 | — | 79.17% | — | $30.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
96 institutions opened new positions in XEL during Q2 2026, while 74 fully exited. 799 added to existing positions and 349 trimmed.
XEL institutional ownership rose by 6.15 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 53.1% of all reported 13F value in XEL, and the top 25 account for 72.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Xcel Energy Inc. (XEL) Institutional Ownership