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
LargeCap Value Fund III Principal Funds, Inc 358,09529.7M $1.32 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 352,84628M $0.08 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 351,19127.9M $0.05 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 347,69228.8M $0.07 %0.06 %as of Apr 30, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 347,21527.6M $1.40 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 345,51328.8M $0.13 %0.06 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 344,49528.7M $0.15 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 343,20728.6M $0.07 %0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 333,07027.8M $0.11 %0.05 %as of Feb 28, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 332,00526.4M $4.87 %0.05 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 324,27926.9M $0.07 %0.05 %as of Apr 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 320,65725.5M $2.97 %0.05 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 316,70025.2M $0.12 %0.05 %as of Mar 31, 2026 ↗
DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST 316,03225.1M $0.53 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 315,55526.2M $0.06 %0.05 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 311,80526M $0.17 %0.05 %as of Feb 28, 2026 ↗
JNL/Mellon Nasdaq 100 Index Fund JNL Series Trust 308,21424.5M $0.28 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 306,80425.4M $0.07 %0.05 %as of Apr 30, 2026 ↗
NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust 302,32824M $0.26 %0.05 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 300,31123.9M $0.09 %0.05 %as of Mar 31, 2026 ↗
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 300,30024.9M $4.08 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 300,29223.9M $0.08 %0.05 %as of Mar 31, 2026 ↗
Harbor Large Cap Value Fund HARBOR FUNDS 283,00023.5M $2.25 %0.05 %as of Apr 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 281,49123.3M $2.60 %0.05 %as of Apr 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 278,72623.2M $0.41 %0.04 %as of Feb 28, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 270,47021.5M $0.08 %0.04 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 270,39622.4M $0.06 %0.04 %as of Apr 30, 2026 ↗
Victory Nasdaq-100 Index Fund Victory Portfolios III 267,85922.2M $0.25 %0.04 %as of Apr 30, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 264,78421M $1.25 %0.04 %as of Mar 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 264,24421M $0.07 %0.04 %as of Mar 31, 2026 ↗
Global X NASDAQ 100 Covered Call ETF GLOBAL X FUNDS 257,84621.4M $0.26 %0.04 %as of Apr 30, 2026 ↗
Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC 257,58520.5M $1.87 %0.04 %as of Mar 31, 2026 ↗
ProShares Ultra QQQ ProShares Trust 243,44720.3M $0.21 %0.04 %as of Feb 28, 2026 ↗
Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust 240,92320M $1.35 %0.04 %as of Apr 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 240,71920M $0.15 %0.04 %as of Apr 30, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 239,42419.9M $0.65 %0.04 %as of Apr 30, 2026 ↗
Nordea Generationsfond 60-tal Nordea Funds Ab 235,374175.2M SEK0.36 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 230,10519.1M $3.26 %0.04 %as of Apr 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 226,26418.8M $0.15 %0.04 %as of Apr 30, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 225,93718.7M $0.06 %0.04 %as of Apr 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 222,75117.7M $0.08 %0.04 %as of Mar 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 215,55517.1M $0.54 %0.03 %as of Mar 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 210,70017.6M $0.75 %0.03 %as of Feb 28, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 210,00017.4M $2.46 %0.03 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 208,69416.6M $0.18 %0.03 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 208,04417.3M $0.16 %0.03 %as of Apr 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 206,28217.1M $0.15 %0.03 %as of Apr 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 204,89016.3M $4.52 %0.03 %as of Mar 31, 2026 ↗
JNL/First Sentier Global Infrastructure Fund JNL Series Trust 201,93816M $3.35 %0.03 %as of Mar 31, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 201,91216.7M $2.71 %0.03 %as of Apr 30, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 200,70216.6M $3.65 %0.03 %as of Apr 30, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 194,23415.4M $1.68 %0.03 %as of Mar 31, 2026 ↗
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 194,10015.4M $1.51 %0.03 %as of Mar 31, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 193,73615.4M $1.53 %0.03 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 190,50115.1M $1.03 %0.03 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 189,96915.1M $0.43 %0.03 %as of Mar 31, 2026 ↗
Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. Federated Hermes Strategic Dividend Growth Fund, Inc. f/k/a Federated Hermes Equity Income Fund, Inc. 189,70015.8M $2.01 %0.03 %as of Feb 28, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 189,05015.7M $0.07 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 186,84515.5M $0.08 %0.03 %as of Apr 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 186,68514.8M $0.08 %0.03 %as of Mar 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 185,32315.4M $0.05 %0.03 %as of Apr 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 182,02215.2M $0.24 %0.03 %as of Feb 28, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 181,19014.4M $2.55 %0.03 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 180,85714.4M $0.06 %0.03 %as of Mar 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 180,00014.3M $3.95 %0.03 %as of Mar 31, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 178,65314.9M $0.21 %0.03 %as of Feb 28, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 177,10014.1M $2.21 %0.03 %as of Mar 31, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 172,32013.7M $3.08 %0.03 %as of Mar 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 171,71313.6M $0.09 %0.03 %as of Mar 31, 2026 ↗
Stock Index Fund Northern Funds 169,92613.5M $0.08 %0.03 %as of Mar 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 167,15813.3M $1.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 164,20613.6M $0.08 %0.03 %as of Apr 30, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 162,47113.5M $0.49 %0.03 %as of Apr 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 160,76812.8M $0.33 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 160,05212.7M $0.07 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 158,99413.2M $0.11 %0.03 %as of Apr 30, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 158,70012.6M $5.10 %0.03 %as of Mar 31, 2026 ↗
Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust 155,00012.3M $1.07 %0.02 %as of Mar 31, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 152,95212.7M $0.07 %0.02 %as of Apr 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 149,78712.4M $0.08 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 148,45012.4M $0.11 %0.02 %as of Feb 28, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 148,43111.8M $0.67 %0.02 %as of Mar 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 147,88712.3M $0.08 %0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS 145,41211.6M $1.29 %0.02 %as of Mar 31, 2026 ↗
Direxion NASDAQ-100 Equal Weighted Index Shares Direxion Shares ETF Trust 142,61011.8M $0.97 %0.02 %as of Apr 30, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 141,73711.3M $1.71 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 136,58610.9M $0.19 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 135,64311.3M $0.17 %0.02 %as of Feb 28, 2026 ↗
Aristotle Value Equity Fund Aristotle Fund Series Trust 135,50010.8M $2.24 %0.02 %as of Mar 31, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 134,72110.7M $3.01 %0.02 %as of Mar 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 134,47411.2M $0.08 %0.02 %as of Apr 30, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 134,27410.7M $1.71 %0.02 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 134,13511.2M $0.12 %0.02 %as of Feb 28, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 132,36310.5M $0.08 %0.02 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 131,69311M $0.07 %0.02 %as of Feb 28, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 130,70510.4M $0.08 %0.02 %as of Mar 31, 2026 ↗
Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust 130,00010.3M $0.31 %0.02 %as of Mar 31, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 129,01710.7M $0.08 %0.02 %as of Apr 30, 2026 ↗
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 128,10210.2M $1.67 %0.02 %as of Mar 31, 2026 ↗
JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I 127,65210.1M $0.31 %0.02 %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