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
- $7.7bn
- Buyers
- 24
- Sellers
- 12
Breadth +12 among 91 comparable managers.
Dominion Res Inc Va New
- Holders
- 13
- Reported value
- $12.4bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 91 comparable managers.
Who holds both, Q2 2026
Both (7)
Capital Research Global Investors, Freestone Grove Partners LP, Invesco Ltd, MFS Investment Management, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc
Only XEL (13)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Voloridge Investment Management 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.