Which funds own XEL
Xcel Energy Inc in the Q2 2026 filings. At least 11 of the 91 current managers on file reported a position, worth $5.9bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 8 managers opened or added against 4 cutting.
- Managers holding
- 11
- at least, of 91 current
- Combined value
- $5.9bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 8
- already held
- Trimmed or sold out
- 4
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $2.4bn | 0.3% | 29,301,965 | +$188m+2,043,441 | Added |
| Invesco Ltd Long-only · $1264bn book | $1.7bn | 0.1% | 21,381,193 | +$35m+212,731 | Added |
| MFS Investment Management Long-only · $315bn book | $1.3bn | 0.4% | 16,269,553 | -$133m-1,809,087 | Trimmed |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $113m | 0.1% | 1,400,937 | +$31m+378,341 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $93m | 0.4% | 1,160,841 | +$61m+755,039 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $76m | 0.5% | 949,886 | -$2.7m-44,224 | Trimmed |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $64m | 0.4% | 798,283 | -$39m-501,180 | Trimmed |
| Soros Fund Management LLC Macro · $8.1bn book | $43m | 0.5% | 533,324 | +$2.4m+24,884 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $40m | 0.1% | 491,605 | +$2.0m+19,972 | Added |
| Verition Fund Management LLC Multi-strategy · $19.7bn book | $32m | 0.2% | 401,875 | +$32m+398,655 | Added |
| Quantbot Technologies LP Quantitative · $2.5bn book | $6.1m | 0.2% | 75,920 | +$3.8m+46,835 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Acadian Asset Management LLC · Quantitative$1.7m held before
Ownership through time
At least 20 of the 95 managers whose filings are on file listed XEL in Q2 2026, against 10 in Q2 2013. The same number as in Q1 2026: 1 started a position; 3 listed it again; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 10
- Q3 2013: 6
- Q4 2013: 10
- Q1 2014: 11
- Q2 2014: 6
- Q3 2014: 12
- Q4 2014: 11
- Q1 2015: 9
- Q2 2015: 10
- Q3 2015: 12
- Q4 2015: 10
- Q1 2016: 15
- Q2 2016: 14
- Q3 2016: 17
- Q4 2016: 15
- Q1 2017: 12
- Q2 2017: 17
- Q3 2017: 17
- Q4 2017: 15
- Q1 2018: 17
- Q2 2018: 16
- Q3 2018: 13
- Q4 2018: 20
- Q1 2019: 14
- Q2 2019: 11
- Q3 2019: 12
- Q4 2019: 10
- Q1 2020: 17
- Q2 2020: 14
- Q3 2020: 13
- Q4 2020: 14
- Q1 2021: 12
- Q2 2021: 12
- Q3 2021: 12
- Q4 2021: 19
- Q1 2022: 20
- Q2 2022: 12
- Q3 2022: 17
- Q4 2022: 17
- Q1 2023: 14
- Q2 2023: 14
- Q3 2023: 16
- Q4 2023: 13
- Q1 2024: 18
- Q2 2024: 15
- Q3 2024: 14
- Q4 2024: 15
- Q1 2025: 13
- Q2 2025: 11
- Q3 2025: 17
- Q4 2025: 15
- Q1 2026: 20
- Q2 2026: 20
- Q2 2013: $1.4bn
- Q3 2013: $1.4bn
- Q4 2013: $1.6bn
- Q1 2014: $2.4bn
- Q2 2014: $2.3bn
- Q3 2014: $2.2bn
- Q4 2014: $2.4bn
- Q1 2015: $1.6bn
- Q2 2015: $1.9bn
- Q3 2015: $2.2bn
- Q4 2015: $2.5bn
- Q1 2016: $2.7bn
- Q2 2016: $3.0bn
- Q3 2016: $2.6bn
- Q4 2016: $2.7bn
- Q1 2017: $3.0bn
- Q2 2017: $2.9bn
- Q3 2017: $2.9bn
- Q4 2017: $2.7bn
- Q1 2018: $2.5bn
- Q2 2018: $2.5bn
- Q3 2018: $2.7bn
- Q4 2018: $3.0bn
- Q1 2019: $3.2bn
- Q2 2019: $3.1bn
- Q3 2019: $2.9bn
- Q4 2019: $2.4bn
- Q1 2020: $2.8bn
- Q2 2020: $3.1bn
- Q3 2020: $2.8bn
- Q4 2020: $2.6bn
- Q1 2021: $2.3bn
- Q2 2021: $2.3bn
- Q3 2021: $2.2bn
- Q4 2021: $3.3bn
- Q1 2022: $3.4bn
- Q2 2022: $2.6bn
- Q3 2022: $2.1bn
- Q4 2022: $2.2bn
- Q1 2023: $2.0bn
- Q2 2023: $2.0bn
- Q3 2023: $2.3bn
- Q4 2023: $2.4bn
- Q1 2024: $2.5bn
- Q2 2024: $2.5bn
- Q3 2024: $3.4bn
- Q4 2024: $4.2bn
- Q1 2025: $4.3bn
- Q2 2025: $4.6bn
- Q3 2025: $6.0bn
- Q4 2025: $5.9bn
- Q1 2026: $7.3bn
- Q2 2026: $7.7bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Fidelity (FMR LLC)6,719,206 to 11,152,597 shares+$356m
- Capital Research Global Investors27,258,524 to 29,301,965 shares+$164m
- Voloridge Investment Management LLC405,802 to 1,160,841 shares+$61m
- Point72 Asset Management LP1,022,596 to 1,400,937 shares+$30m
- Invesco Ltd21,168,462 to 21,381,193 shares+$17m
Largest decreases, by shares
- MFS Investment Management18,078,640 to 16,269,553 shares-$146m
- T. Rowe Price Associates Inc7,563,510 to 7,034,477 shares-$42m
- Freestone Grove Partners LP1,299,463 to 798,283 shares-$40m
- Balyasny Asset Management LLC1,220,413 to 1,035,575 shares-$15m
- ExodusPoint Capital Management LP994,110 to 949,886 shares-$3.6m
Left it
No manager on file is shown leaving it.
What XEL is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around XEL →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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