Titelia

Fund shareholders of Xcel Energy Inc

ISIN US98389B1008 · United States · LEI LGJNMI9GH8XIDG5RCM61

Fund shareholders
807
Of which ETFs
227 580 other funds
Value held
22B $ 1.3B SEK · 4.7M €
Share of capital
43.9 % of 624.6M shares on Jul 28, 2026

807 funds hold this company. This table lists the 804 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 19,809,6181.6B $0.08 %3.17 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 15,031,5441.2B $0.08 %2.41 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 13,473,2831.1B $0.54 %2.16 %as of Mar 31, 2026 ↗
Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 13,142,5761B $0.28 %2.10 %as of Mar 31, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 10,148,189806.2M $3.30 %1.62 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 9,334,514778.1M $1.39 %1.49 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 7,608,005604.4M $0.08 %1.22 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 7,528,102627.5M $0.08 %1.21 %as of Feb 28, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 6,873,422546M $1.32 %1.10 %as of Mar 31, 2026 ↗
Investment Co of America Investment Co of America 6,241,558495.8M $0.30 %1.00 %as of Mar 31, 2026 ↗
American Mutual Fund American Mutual Fund 5,936,294492.4M $0.43 %0.95 %as of Apr 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 5,771,417458.5M $0.20 %0.92 %as of Mar 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 4,869,964406M $0.27 %0.78 %as of Feb 28, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 4,055,565322.2M $0.93 %0.65 %as of Mar 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 4,025,164335.5M $3.04 %0.64 %as of Feb 28, 2026 ↗
Capital Income Builder Capital Income Builder 3,957,367328.3M $0.26 %0.63 %as of Apr 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 3,638,000301.8M $0.46 %0.58 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 3,547,802281.8M $1.36 %0.57 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,335,375265M $0.08 %0.53 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 3,321,137275.5M $0.22 %0.53 %as of Apr 30, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 3,000,000238.3M $0.30 %0.48 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 2,801,859222.6M $0.51 %0.45 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 2,656,861211.1M $1.94 %0.43 %as of Mar 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,641,612219.1M $0.96 %0.42 %as of Apr 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 2,500,000198.6M $2.56 %0.40 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 2,332,862193.5M $0.20 %0.37 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 2,261,941179.7M $0.37 %0.36 %as of Mar 31, 2026 ↗
Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II 2,249,725187.5M $0.26 %0.36 %as of Feb 28, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 2,192,304181.9M $0.36 %0.35 %as of Apr 30, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 2,188,597182.4M $4.46 %0.35 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,084,380172.9M $0.20 %0.33 %as of Apr 30, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 2,048,419162.7M $0.74 %0.33 %as of Mar 31, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 1,947,601154.7M $0.38 %0.31 %as of Mar 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 1,867,255155.7M $4.34 %0.30 %as of Feb 27, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 1,824,279151.3M $5.37 %0.29 %as of Apr 30, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 1,631,680129.6M $1.28 %0.26 %as of Mar 31, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,513,664120.2M $0.35 %0.24 %as of Mar 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,501,693119.3M $0.46 %0.24 %as of Mar 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 1,499,096124.4M $0.54 %0.24 %as of Apr 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 1,448,158120.1M $0.30 %0.23 %as of Apr 30, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,358,353107.9M $0.15 %0.22 %as of Mar 31, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 1,313,682109M $6.86 %0.21 %as of Apr 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,311,420108.8M $0.08 %0.21 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 1,266,929105.1M $0.32 %0.20 %as of Apr 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,251,690947.2M SEK0.07 %0.20 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,242,45198.7M $0.08 %0.20 %as of Mar 31, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 1,210,11696.1M $1.72 %0.19 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 1,198,72599.4M $1.05 %0.19 %as of Apr 30, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 1,170,58193M $1.15 %0.19 %as of Mar 31, 2026 ↗
Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST 1,147,55891.2M $1.44 %0.18 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,105,70692.2M $0.07 %0.18 %as of Feb 28, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,092,01991M $1.10 %0.17 %as of Feb 28, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,020,66681.1M $0.17 %0.16 %as of Mar 31, 2026 ↗
Equity Income Fund Principal Funds, Inc 1,004,66783.3M $1.02 %0.16 %as of Apr 30, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 968,93077M $1.38 %0.16 %as of Mar 31, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 961,33179.7M $0.39 %0.15 %as of Apr 30, 2026 ↗
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 926,41876.8M $4.49 %0.15 %as of Apr 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 906,31975.2M $3.06 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 876,39973.1M $0.07 %0.14 %as of Feb 28, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 852,47467.7M $0.48 %0.14 %as of Mar 31, 2026 ↗
GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 844,19367.1M $2.13 %0.14 %as of Mar 31, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 817,05664.9M $5.20 %0.13 %as of Mar 31, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 804,82463.9M $1.01 %0.13 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 794,71466.2M $0.07 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 743,69559.1M $0.07 %0.12 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 732,34458.2M $0.09 %0.12 %as of Mar 31, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 712,75959.1M $3.91 %0.11 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 695,41155.2M $0.17 %0.11 %as of Mar 31, 2026 ↗
GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 671,96353.4M $1.84 %0.11 %as of Mar 31, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 640,64253.1M $1.30 %0.10 %as of Apr 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 623,17749.5M $1.34 %0.10 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 610,69550.9M $0.08 %0.10 %as of Feb 28, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 581,42346.2M $0.30 %0.09 %as of Mar 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 573,78947.6M $2.94 %0.09 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 567,60847.3M $0.08 %0.09 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 553,00043.9M $0.27 %0.09 %as of Mar 31, 2026 ↗
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 542,20045.2M $1.57 %0.09 %as of Feb 28, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 533,79642.4M $0.08 %0.09 %as of Mar 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 514,32040.9M $4.66 %0.08 %as of Mar 31, 2026 ↗
ProShares UltraPro QQQ ProShares Trust 508,82442.4M $0.16 %0.08 %as of Feb 28, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 497,85239.5M $0.16 %0.08 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 491,96740.8M $0.07 %0.08 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 489,25340.8M $0.02 %0.08 %as of Feb 28, 2026 ↗
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 488,66740.7M $0.30 %0.08 %as of Feb 28, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 476,08339.5M $0.33 %0.08 %as of Apr 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 468,96438.9M $0.04 %0.08 %as of Apr 30, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 453,16237.6M $1.25 %0.07 %as of Apr 30, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 443,85035.3M $1.40 %0.07 %as of Mar 31, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 440,60635M $0.43 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 427,86534M $0.11 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 421,00333.4M $0.08 %0.07 %as of Mar 31, 2026 ↗
EQ/Value Equity Portfolio EQ Advisors Trust 411,08832.7M $2.25 %0.07 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 396,05731.5M $0.41 %0.06 %as of Mar 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 382,51630.4M $1.72 %0.06 %as of Mar 31, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 376,67729.9M $1.40 %0.06 %as of Mar 31, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 375,02329.8M $0.50 %0.06 %as of Mar 31, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 369,79429.4M $0.08 %0.06 %as of Mar 31, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 369,73329.4M $1.68 %0.06 %as of Mar 31, 2026 ↗
Janus Henderson Global Research Fund JANUS INVESTMENT FUND 361,73528.7M $0.69 %0.06 %as of Mar 31, 2026 ↗
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 360,35328.6M $0.52 %0.06 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Virtus Reaves Utilities ETF ETFis Series Trust I 6.86 %as of Apr 30, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 5.37 %as of Apr 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 5.20 %as of Mar 31, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 5.12 %as of Mar 31, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 5.10 %as of Mar 31, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 4.87 %as of Mar 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 4.84 %as of Mar 31, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 4.66 %as of Mar 31, 2026 ↗
Invesco QQQ Low Volatility ETF Invesco Exchange-Traded Fund Trust II 4.61 %as of Feb 28, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 4.52 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2789+49272,285,047+10.3 %
2026Q1740-26246,865,763+6.0 %
2025Q4766+9232,962,755+1.7 %
2025Q3757+6229,179,712+1.7 %
2025Q2751+18225,285,257+0.4 %
2025Q1733-38224,293,682+2.0 %
2024Q4771+24219,940,651+4.8 %
2024Q3747+7209,911,511+1.4 %
2024Q2740+51207,042,482+1.3 %
2024Q1689-32204,371,966-5.3 %
2023Q4721215,882,729

Institutional managers

1,248 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.53,911,4074.3B $as of Mar 31, 2026
STATE STREET CORP37,125,6563B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/29,441,8112.3B $as of Mar 31, 2026
JPMORGAN CHASE & CO28,698,9672.3B $as of Mar 31, 2026
Capital Research Global Investors27,258,5242.2B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/18,078,6401.4B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC16,994,5321.3B $as of Mar 31, 2026
GQG Partners LLC11,193,162889.2M $as of Mar 31, 2026
Aristotle Capital Management, LLC11,106,321882.3M $as of Mar 31, 2026
Pictet Asset Management Holding SA8,871,863704.8M $as of Mar 31, 2026
Invesco Ltd.8,074,798641.5M $as of Mar 31, 2026
FRANKLIN RESOURCES INC7,767,142617M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/7,563,510600.8K $as of Mar 31, 2026
MORGAN STANLEY7,169,719569.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC7,011,639557M $as of Mar 31, 2026
FMR LLC6,719,206533.8M $as of Mar 31, 2026
Legal & General Group Plc6,201,035492.6M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC5,572,658442.7M $as of Mar 31, 2026
NORTHERN TRUST CORP5,129,379407.5M $as of Mar 31, 2026
DEUTSCHE BANK AG\4,017,084319.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,941,265313.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA3,872,314307.6M $as of Mar 31, 2026
Newport Trust Company, LLC3,659,878290.7M $as of Mar 31, 2026
REAVES W H & CO INC3,548,909281.9M $as of Mar 31, 2026
Bank of New York Mellon Corp3,499,718278M $as of Mar 31, 2026

Declared shareholders of Xcel Energy Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.33 %45,753,794as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.58 %34,848,115as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Xcel Energy Inc

381 funds declare 743 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND6136.5M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND10110.8M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND997.8M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND475M $as of Apr 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND571.8M $as of Feb 28, 2026
Core Fixed Income Fund246.6M $as of Apr 30, 2026
Bond Fund of America243.5M $as of Mar 31, 2026
JOHNSON INSTITUTIONAL CORE BOND FUND237.2M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND635.5M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF1333.5M $as of Feb 28, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND231.5M $as of Apr 30, 2026
Capital Group Central Corporate Bond Fund329.9M $as of Feb 28, 2026
PGIM Short-Term Corporate Bond Fund228.7M $as of Mar 31, 2026
Janus Henderson Balanced Fund228.3M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF628.2M $as of Feb 28, 2026
PIMCO Short-Term Floating NAV Portfolio III223.8M $as of Mar 31, 2026
American Balanced Fund221.3M $as of Mar 31, 2026
PIMCO Short-Term Floating NAV Portfolio II220M $as of Mar 31, 2026
Columbia Variable Portfolio - Corporate Bond Fund119.5M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF318.5M $as of Feb 28, 2026
VANGUARD SHORT-TERM BOND INDEX FUND417.6M $as of Mar 31, 2026
PIMCO Long Duration Credit Bond Portfolio216.5M $as of Mar 31, 2026
Schwab 5-10 Year Corporate Bond ETF516M $as of Mar 31, 2026
Fidelity U.S. Bond Index Fund315.7M $as of Feb 28, 2026
MFS Corporate Bond Fund115.4M $as of Apr 30, 2026
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Titelia. "Fund shareholders of Xcel Energy Inc". https://titelia.com/en/stocks/xcel-energy-inc-US98389B1008