Titelia

Fund shareholders of Xcel Energy Inc

ISIN US98389B1008 · United States · LEI LGJNMI9GH8XIDG5RCM61

Fund shareholders
833
Of which ETFs
225 608 other funds
Value held
≈ 22.6B $ 22.5B $ · 1.3B SEK · 4.7M €
Share of capital
45.5 % of 624.6M shares on Jul 28, 2026

833 funds hold this company. This table lists the 830 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 19,816,5441.6B $0.07 %3.17 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 16,189,9971.3B $0.08 %2.59 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 13,526,6841.1B $0.48 %2.17 %as of Jun 30, 2026 ↗
Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 13,251,4841.1B $0.22 %2.12 %as of Jun 30, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 10,158,095815.7M $3.53 %1.63 %as of Jun 30, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 8,610,810684.6M $1.34 %1.38 %as of May 31, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 8,587,217689.6M $0.08 %1.37 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 7,569,953601.8M $0.07 %1.21 %as of May 31, 2026 ↗
Capital World Growth & Income Fund Capital World Growth & Income Fund 7,382,459586.9M $0.37 %1.18 %as of May 31, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 6,647,239533.8M $1.23 %1.06 %as of Jun 30, 2026 ↗
Investment Co of America Investment Co of America 6,241,558501.2M $0.27 %1.00 %as of Jun 30, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 5,936,961476.7M $0.19 %0.95 %as of Jun 30, 2026 ↗
American Mutual Fund American Mutual Fund 5,936,294464.2M $0.39 %0.95 %as of Jul 31, 2026 ↗
Capital Income Builder Capital Income Builder 4,295,655335.9M $0.26 %0.69 %as of Jul 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 4,117,473327.3M $3.09 %0.66 %as of May 31, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 4,009,586322M $0.86 %0.64 %as of Jun 30, 2026 ↗
VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS 3,638,000284.5M $0.43 %0.58 %as of Jul 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 3,532,066276.2M $0.21 %0.57 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,389,277272.2M $0.08 %0.54 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 3,354,746269.4M $1.26 %0.54 %as of Jun 30, 2026 ↗
iShares MSCI USA Quality Factor ETF iShares Trust 3,100,317242.4M $0.52 %0.50 %as of Jul 31, 2026 ↗
Franklin Income Fund Franklin Custodian Funds 3,000,000240.9M $0.30 %0.48 %as of Jun 30, 2026 ↗
Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II 2,650,613210.7M $0.22 %0.42 %as of May 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 2,629,437205.6M $0.88 %0.42 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 2,567,145206.1M $0.36 %0.41 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 2,513,413196.5M $0.20 %0.40 %as of Jul 31, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 2,500,000200.8M $2.63 %0.40 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,385,708186.6M $0.19 %0.38 %as of Jul 31, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 2,380,297189.2M $4.84 %0.38 %as of May 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 2,365,815185M $0.36 %0.38 %as of Jul 31, 2026 ↗
Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES 2,068,775166.1M $0.36 %0.33 %as of Jun 30, 2026 ↗
Disciplined Value Mid Cap Fund John Hancock Funds III 2,052,939164.9M $0.71 %0.33 %as of Jun 30, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 1,824,279142.7M $5.46 %0.29 %as of Jul 31, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 1,808,415143.8M $4.33 %0.29 %as of May 29, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 1,755,840137.3M $0.32 %0.28 %as of Jul 31, 2026 ↗
iShares Global Infrastructure ETF iShares Trust 1,709,605137.3M $1.27 %0.27 %as of Jun 30, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,658,166133.2M $1.19 %0.27 %as of Jun 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,515,129121.7M $0.42 %0.24 %as of Jun 30, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 1,510,200118.1M $1.13 %0.24 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,489,490119.6M $0.08 %0.24 %as of Jun 30, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 1,489,370116.5M $0.49 %0.24 %as of Jul 31, 2026 ↗
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,427,777114.7M $0.28 %0.23 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,395,569109.1M $0.08 %0.22 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,394,229112M $0.14 %0.22 %as of Jun 30, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 1,297,000101.4M $0.59 %0.21 %as of Jul 31, 2026 ↗
American Funds Global Balanced Fund American Funds Global Balanced Fund 1,266,92999.1M $0.30 %0.20 %as of Jul 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 1,251,690947.2M SEK0.07 %0.20 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds 1,198,72593.7M $0.94 %0.19 %as of Jul 31, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 1,188,45892.9M $7.07 %0.19 %as of Jul 31, 2026 ↗
Mid Cap Value Fund American Century Capital Portfolios, Inc. 1,142,01791.7M $1.62 %0.18 %as of Jun 30, 2026 ↗
JPMorgan Value Advantage Fund JPMorgan Trust I 1,139,30591.5M $1.06 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,117,55388.8M $0.06 %0.18 %as of May 31, 2026 ↗
Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST 1,109,68689.1M $1.31 %0.18 %as of Jun 30, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 1,026,28482.4M $0.17 %0.16 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 995,46877.8M $0.33 %0.16 %as of Jul 31, 2026 ↗
NYLIM CBRE Global Infrastructure Fund NYLIM FUNDS TRUST 962,95375.3M $4.41 %0.15 %as of Jul 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 957,19776.9M $0.49 %0.15 %as of Jun 30, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 944,83273.9M $3.18 %0.15 %as of Jul 31, 2026 ↗
Equity Income Fund Principal Funds, Inc 907,83771M $0.89 %0.15 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 903,81771.9M $0.06 %0.14 %as of May 31, 2026 ↗
GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 884,89871.1M $2.29 %0.14 %as of Jun 30, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 862,50668.6M $0.99 %0.14 %as of May 31, 2026 ↗
GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 856,04468.7M $2.66 %0.14 %as of Jun 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 817,05665.6M $5.34 %0.13 %as of Jun 30, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 800,37564.3M $0.93 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 797,66464.1M $0.07 %0.13 %as of Jun 30, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 781,04561.1M $1.48 %0.13 %as of Jul 31, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 779,50762.6M $1.36 %0.12 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 759,41961M $0.17 %0.12 %as of Jun 30, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 729,08958.5M $0.08 %0.12 %as of Jun 30, 2026 ↗
Fidelity Telecom and Utilities Fund Fidelity Select Portfolios 725,35956.7M $4.29 %0.12 %as of Jul 31, 2026 ↗
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 714,24256.8M $1.64 %0.11 %as of May 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 639,52851.4M $0.82 %0.10 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 629,49650M $0.05 %0.10 %as of May 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 627,45949.9M $0.07 %0.10 %as of May 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 585,30846.5M $0.07 %0.09 %as of May 31, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 562,90644M $3.01 %0.09 %as of Jul 31, 2026 ↗
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 560,00045M $0.25 %0.09 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 554,50844.1M $0.02 %0.09 %as of May 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 546,70643.9M $0.07 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 536,49943.1M $0.16 %0.09 %as of Jun 30, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NYLIM VP FUNDS TRUST 520,62041.8M $4.88 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 518,89140.6M $0.04 %0.08 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 491,96738.5M $0.06 %0.08 %as of Jul 31, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 483,90938.9M $0.21 %0.08 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 476,08337.2M $0.30 %0.08 %as of Jul 31, 2026 ↗
American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS 473,74337M $1.24 %0.08 %as of Jul 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 434,28334.9M $0.07 %0.07 %as of Jun 30, 2026 ↗
T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. 424,47634.1M $0.10 %0.07 %as of Jun 30, 2026 ↗
EQ/Value Equity Portfolio EQ Advisors Trust 405,47032.6M $2.20 %0.06 %as of Jun 30, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 405,33232.5M $0.70 %0.06 %as of Jun 30, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 398,62032M $1.23 %0.06 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 397,70231.9M $0.40 %0.06 %as of Jun 30, 2026 ↗
Value Fund American Century Capital Portfolios, Inc. 389,27831.3M $1.66 %0.06 %as of Jun 30, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 386,15031M $0.46 %0.06 %as of Jun 30, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 382,51630.7M $1.74 %0.06 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 380,95830.6M $0.37 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 378,34029.6M $0.07 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 378,03530.1M $0.11 %0.06 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 377,19830M $0.14 %0.06 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - Clean Energy Transition Pictet Asset Management (Europe) S.A. 3.58 %as of Sep 30, 2025 ↗
Fidelity Funds - Global Low Volatility Equity Fund FIL Investment Management (Luxembourg) S.A. 0.73 %as of Apr 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.08 %as of Sep 30, 2025 ↗

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 7.07 %as of Jul 31, 2026 ↗
Nuveen U.S. Infrastructure ETF NuShares ETF Trust 6.29 %as of Jun 30, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 5.46 %as of Jul 31, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 5.34 %as of Jun 30, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 5.28 %as of Jun 30, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 5.25 %as of Jun 30, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 5.01 %as of Jun 30, 2026 ↗
NYLIM VP Fidelity Institutional AM Utilities Portfolio NYLIM VP FUNDS TRUST 4.88 %as of Jun 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 4.87 %as of Jun 30, 2026 ↗
Select Utilities Portfolio Fidelity Select Portfolios 4.84 %as of May 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
2026Q3815+26282,297,412+3.7 %
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

Funds holding the debt of Xcel Energy Inc

379 funds declare 723 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 FUND6154.1M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND10115.7M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND9106M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND493.9M $as of Jul 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND460.2M $as of May 31, 2026
Core Fixed Income Fund245.9M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND639.7M $as of Jun 30, 2026
JOHNSON INSTITUTIONAL CORE BOND FUND237.4M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND231.4M $as of Jul 31, 2026
iShares Core U.S. Aggregate Bond ETF1231.1M $as of May 31, 2026
PGIM Short-Term Corporate Bond Fund228.8M $as of Jun 30, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF628.2M $as of May 31, 2026
EQ/Intermediate Corporate Bond Portfolio226.9M $as of Jun 30, 2026
PIMCO Short-Term Floating NAV Portfolio III223.9M $as of Jun 30, 2026
Bond Fund of America222.7M $as of Jun 30, 2026
Schwab 5-10 Year Corporate Bond ETF622.5M $as of Jun 30, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF320.2M $as of May 31, 2026
PIMCO Short-Term Floating NAV Portfolio II220.1M $as of Jun 30, 2026
Columbia Variable Portfolio - Select Corporate Income Fund119.5M $as of Jun 30, 2026
American Balanced Fund218.6M $as of Jun 30, 2026
PIMCO Long Duration Credit Bond Portfolio216.5M $as of Jun 30, 2026
Fidelity U.S. Bond Index Fund315.4M $as of May 31, 2026
Fidelity Series Bond Index Fund315.1M $as of May 31, 2026
Baird Aggregate Bond Fund114.3M $as of Jun 30, 2026
Columbia Select Corporate Income Fund114M $as of Jul 31, 2026
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Titelia. "Fund shareholders of Xcel Energy Inc". https://titelia.com/en/stocks/xcel-energy-inc-US98389B1008