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XEL in the 13F filings

Xcel Energy Inc · CUSIP 98389B100

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 8 Aug 2025
Managers listing it
11
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 7 listed it in both
Shares listed
67,148,799
combined, among listed positions
Reported value
$4.6bn
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing XEL in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

11 of 11 holders

ActionFiling
T. Rowe Price Associates Inc31,639,218$2.2bn0.24%Added+5,829,24014 Aug 2025 (the filing on sec.gov)
MFS Investment Management18,719,520$1.3bn0.40%Added+1,746,0668 Aug 2025 (the filing on sec.gov)
Invesco Ltd7,366,422$502m0.09%Added+1,654,50513 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors3,444,172$235munder 0.1%Added+34,20513 Aug 2025 (the filing on sec.gov)
Balyasny Asset Management LLC1,716,351$117m0.18%Addedn.a.14 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,509,643$102m0.08%Trimmed-151,84314 Aug 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,104,840$75munder 0.1%Added+70,62014 Aug 2025 (the filing on sec.gov)
Squarepoint Ops LLC693,740$47munder 0.1%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Freestone Grove Partners LP603,876$41m0.31%Newnew14 Aug 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP186,991$13munder 0.1%Trimmed-98,33418 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC164,026$11munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 20 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
XEL by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201310$1.4bnn.a.n.a.
Q3 20136$1.4bnn.a.n.a.
Q4 201310$1.6bnn.a.n.a.
Q1 201411$2.4bnn.a.n.a.
Q2 20146$2.3bnn.a.n.a.
Q3 201412$2.2bnn.a.n.a.
Q4 201411$2.4bnn.a.n.a.
Q1 201510$1.7bnn.a.n.a.
Q2 201510$1.9bnn.a.n.a.
Q3 201512$2.2bnn.a.n.a.
Q4 201510$2.5bnn.a.n.a.
Q1 201615$2.7bnn.a.n.a.
Q2 201614$3.0bnn.a.n.a.
Q3 201617$2.6bnn.a.n.a.
Q4 201615$2.7bnn.a.n.a.
Q1 201712$3.0bnn.a.n.a.
Q2 201717$2.9bnn.a.n.a.
Q3 201717$2.9bnn.a.n.a.
Q4 201715$2.7bnn.a.n.a.
Q1 201817$2.5bnn.a.n.a.
Q2 201816$2.5bnn.a.n.a.
Q3 201813$2.7bnn.a.n.a.
Q4 201820$3.0bnn.a.n.a.
Q1 201914$3.2bnn.a.n.a.
Q2 201911$3.1bnn.a.n.a.
Q3 201912$2.9bnn.a.n.a.
Q4 201910$2.4bnn.a.n.a.
Q1 202017$2.8bnn.a.n.a.
Q2 202014$3.1bnn.a.n.a.
Q3 202013$2.8bnn.a.n.a.
Q4 202014$2.6bnn.a.n.a.
Q1 202112$2.3bnn.a.n.a.
Q2 202112$2.3bnn.a.n.a.
Q3 202112$2.2bnn.a.n.a.
Q4 202119$3.3bnn.a.n.a.
Q1 202220$3.4bnn.a.n.a.
Q2 202212$2.6bnn.a.n.a.
Q3 202217$2.1bnn.a.n.a.
Q4 202217$2.2bnn.a.n.a.
Q1 202314$2.0bnn.a.n.a.
Q2 202314$2.0bnn.a.n.a.
Q3 202316$2.3bnn.a.n.a.
Q4 202313$2.4bn77
Q1 202418$2.5bn135
Q2 202415$2.5bn106
Q3 202414$3.4bn115
Q4 202415$4.2bn122
Q1 202513$4.3bn77
Q2 202511$4.6bn92
Q3 202517$6.0bn134
Q4 202515$5.9bn2213
Q1 202620$7.3bn1621
Q2 202620$7.7bn2412

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

XEL and SO →XEL and D →XEL and NEE →Choose a stock to compare with XEL →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own XEL, latest filings →Back to the 13F Explorer →