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
- 20
- Reported value
- $7.3bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 11
- Reported value
- $10.4bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 91 comparable managers.
Who holds both, Q1 2026
Both (5)
Balyasny Asset Management LLC, Capital Research Global Investors, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc
Only XEL (15)
Arrowstreet Capital LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC
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.