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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
31 Mar 2024
the date the book describes
Filed
15 May 2024
latest of these filings; the earliest 6 May 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 11 listed it in both
Shares listed
47,111,612
combined, among listed positions
Reported value
$2.5bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 5 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 Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
MFS Investment Management17,205,532$925m0.28%Trimmed-2,788,76614 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc7,552,625$406munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Invesco Ltd6,069,829$326m0.07%Added+687,98114 May 2024 (the filing on sec.gov)
Capital Research Global Investors3,380,610$182munder 0.1%Added+1,67214 May 2024 (the filing on sec.gov)
Man Group PLC3,129,635$168m0.42%Added+2,302,68915 May 2024 (the filing on sec.gov)
Millennium Management LLC2,333,797$125m0.05%Trimmed-2,000,76915 May 2024 (the filing on sec.gov)
Verition Fund Management LLC1,224,198$66m0.45%Added+1,067,89914 May 2024 (the filing on sec.gov)
AQR Capital Management LLC1,062,832$57m0.10%Trimmed-12,11115 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC978,759$53m0.09%Addedn.a.13 May 2024 (the filing on sec.gov)
Marshall Wace LLP972,937$52m0.08%Newnew15 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC909,265$49m0.08%Addedn.a.15 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC749,159$40m0.15%Trimmed-325,55215 May 2024 (the filing on sec.gov)
Point72 Asset Management LP538,180$29m0.07%Addedn.a.15 May 2024 (the filing on sec.gov)
Tudor Investment Corp531,274$29m0.18%Added+175,37715 May 2024 (the filing on sec.gov)
Quantbot Technologies LP252,739$14m0.77%Added+218,5336 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP127,840$6.9m0.05%Trimmed-1,621,73614 May 2024 (the filing on sec.gov)
Eisler Capital Management Ltd78,676$4.2munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Winton Group Ltd13,725$738k0.05%Newnew14 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (2)

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 →