Holders over time
- XEL
- D
| Quarter | XEL | D |
|---|---|---|
| Q3 2020 | 13 holders, $2.8bn | 20 holders, $8.7bn |
| Q4 2020 | 14 holders, $2.6bn | 28 holders, $7.2bn |
| Q1 2021 | 12 holders, $2.3bn | 26 holders, $7.4bn |
| Q2 2021 | 12 holders, $2.3bn | 21 holders, $7.5bn |
| Q3 2021 | 12 holders, $2.2bn | 16 holders, $7.2bn |
| Q4 2021 | 19 holders, $3.3bn | 18 holders, $8.2bn |
| Q1 2022 | 20 holders, $3.4bn | 19 holders, $9.3bn |
| Q2 2022 | 12 holders, $2.6bn | 20 holders, $9.3bn |
| Q3 2022 | 17 holders, $2.1bn | 17 holders, $7.5bn |
| Q4 2022 | 17 holders, $2.2bn | 24 holders, $6.3bn |
| Q1 2023 | 14 holders, $2.0bn | 19 holders, $6.1bn |
| Q2 2023 | 14 holders, $2.0bn | 12 holders, $5.7bn |
| Q3 2023 | 16 holders, $2.3bn | 12 holders, $5.4bn |
| Q4 2023 | 13 holders, $2.4bn | 15 holders, $6.4bn |
| Q1 2024 | 18 holders, $2.5bn | 10 holders, $6.5bn |
| Q2 2024 | 15 holders, $2.5bn | 9 holders, $6.2bn |
| Q3 2024 | 14 holders, $3.4bn | 14 holders, $7.4bn |
| Q4 2024 | 15 holders, $4.2bn | 13 holders, $6.5bn |
| Q1 2025 | 13 holders, $4.3bn | 16 holders, $7.0bn |
| Q2 2025 | 11 holders, $4.6bn | 10 holders, $8.8bn |
| Q3 2025 | 17 holders, $6.0bn | 8 holders, $9.8bn |
| Q4 2025 | 15 holders, $5.9bn | 12 holders, $10.5bn |
| Q1 2026 | 20 holders, $7.3bn | 11 holders, $10.4bn |
| Q2 2026 | 20 holders, $7.7bn | 13 holders, $12.4bn |
Xcel Energy Inc
- Holders
- 17
- Reported value
- $6.0bn
- Buyers
- 13
- Sellers
- 4
Breadth +9 among 95 comparable managers.
Dominion Res Inc Va New
- Holders
- 8
- Reported value
- $9.8bn
- Buyers
- 5
- Sellers
- 4
Breadth +1 among 95 comparable managers.
Who holds both, Q3 2025
Both (4)
Capital Research Global Investors, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only XEL (13)
AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Verition Fund Management LLC, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.