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
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 370,88929.8M $0.07 %0.06 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 363,92229.2M $0.07 %0.06 %as of Jun 30, 2026 ↗
Janus Henderson Global Research Fund Janus Investment Fund 358,49828.8M $0.61 %0.06 %as of Jun 30, 2026 ↗
NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust 357,68428.7M $0.22 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 350,80527.9M $0.06 %0.06 %as of May 31, 2026 ↗
LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 348,46228M $1.23 %0.06 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 343,13727.6M $0.08 %0.05 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 339,71326.6M $0.07 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 338,08827.1M $0.04 %0.05 %as of Jun 30, 2026 ↗
ProShares UltraPro QQQ ProShares Trust 329,99626.2M $0.07 %0.05 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 327,21925.6M $0.05 %0.05 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 325,70025.5M $1.07 %0.05 %as of Jul 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 324,70026.1M $0.11 %0.05 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 324,27925.4M $0.06 %0.05 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 323,44725.7M $0.10 %0.05 %as of May 31, 2026 ↗
MFS Value Series MFS VARIABLE INSURANCE TRUST 317,20525.5M $1.24 %0.05 %as of Jun 30, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 306,18424.6M $1.31 %0.05 %as of Jun 30, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 304,40624.4M $3.26 %0.05 %as of Jun 30, 2026 ↗
JNL/Mellon Nasdaq 100 Index Fund JNL Series Trust 301,75624.2M $0.22 %0.05 %as of Jun 30, 2026 ↗
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 300,30023.5M $4.03 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 298,97624M $0.07 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 298,33423.7M $0.15 %0.05 %as of May 31, 2026 ↗
Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. 290,01223.3M $4.07 %0.05 %as of Jun 30, 2026 ↗
Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC 286,35223M $2.09 %0.05 %as of Jun 30, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 286,17823M $0.06 %0.05 %as of Jun 30, 2026 ↗
Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust 280,10322.3M $0.39 %0.04 %as of May 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 270,47021.7M $0.08 %0.04 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 270,39621.1M $0.05 %0.04 %as of Jul 31, 2026 ↗
VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS 264,00021.2M $0.02 %0.04 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 263,22720.6M $2.48 %0.04 %as of Jul 31, 2026 ↗
FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust 257,88020.2M $0.67 %0.04 %as of Jul 31, 2026 ↗
Victory Nasdaq-100 Index Fund Victory Portfolios III 255,88020M $0.22 %0.04 %as of Jul 31, 2026 ↗
Harbor Large Cap Value Fund HARBOR FUNDS 254,70019.9M $2.10 %0.04 %as of Jul 31, 2026 ↗
ProShares Ultra QQQ ProShares Trust 247,17219.7M $0.14 %0.04 %as of May 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 246,69019.3M $0.13 %0.04 %as of Jul 31, 2026 ↗
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 243,24119M $0.05 %0.04 %as of Jul 31, 2026 ↗
Global X NASDAQ 100 Covered Call ETF GLOBAL X FUNDS 236,29218.5M $0.23 %0.04 %as of Jul 31, 2026 ↗
Nordea Generationsfond 60-tal Nordea Funds Ab 235,374175.2M SEK0.36 %0.04 %as of Mar 31, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 234,62518.3M $3.97 %0.04 %as of Jul 31, 2026 ↗
LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 233,86518.8M $1.66 %0.04 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 230,71318.5M $0.06 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 226,26417.7M $0.13 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 222,75117.9M $0.07 %0.04 %as of Jun 30, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 222,21317.4M $0.17 %0.04 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 220,57417.7M $0.17 %0.04 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 220,14617.2M $3.20 %0.04 %as of Jul 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust 215,68517.3M $2.84 %0.03 %as of Jun 30, 2026 ↗
VIP Utilities Portfolio Variable Insurance Products Fund IV 215,09017.3M $4.87 %0.03 %as of Jun 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 213,22117.1M $0.48 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 210,76616.5M $0.13 %0.03 %as of Jul 31, 2026 ↗
Columbia Dividend Opportunity Fund Columbia Funds Series Trust II 210,70016.8M $0.68 %0.03 %as of May 31, 2026 ↗
Integrity Dividend Harvest Fund INTEGRITY FUNDS 210,00016.4M $2.04 %0.03 %as of Jul 31, 2026 ↗
JNL/First Sentier Global Infrastructure Fund JNL Series Trust 204,93116.5M $3.62 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 204,58116.4M $1.67 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 200,85615.7M $0.05 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 198,32015.5M $0.07 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 197,05715.8M $0.08 %0.03 %as of Jun 30, 2026 ↗
LargeCap Value Fund III Principal Funds, Inc 194,35115.2M $0.66 %0.03 %as of Jul 31, 2026 ↗
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 191,55015.4M $1.39 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 189,95514.9M $0.07 %0.03 %as of Jul 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. 189,70015.1M $2.04 %0.03 %as of May 31, 2026 ↗
GQG US Equity ETF ADVISORS' INNER CIRCLE III 185,50214.9M $2.66 %0.03 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 185,36314.9M $0.40 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 185,11014.9M $0.08 %0.03 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 182,53014.3M $0.08 %0.03 %as of Jul 31, 2026 ↗
Tema Electrification ETF Tema ETF Trust 180,17314.3M $1.98 %0.03 %as of May 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 180,00014.5M $3.85 %0.03 %as of Jun 30, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 179,60014.4M $1.19 %0.03 %as of Jun 30, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 179,40514M $2.30 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 178,37613.9M $0.07 %0.03 %as of Jul 31, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 174,93814M $0.08 %0.03 %as of Jun 30, 2026 ↗
Diversified Real Asset Fund Principal Funds, Inc 174,90713.9M $0.52 %0.03 %as of May 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 174,67614M $0.08 %0.03 %as of Jun 30, 2026 ↗
MFS Core Equity Fund MFS SERIES TRUST I 173,10813.8M $0.21 %0.03 %as of May 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 171,03013.4M $0.10 %0.03 %as of Jul 31, 2026 ↗
Direxion NASDAQ-100 Equal Weighted Index Shares Direxion Shares ETF Trust 170,97613.4M $1.00 %0.03 %as of Jul 31, 2026 ↗
Mairs & Power Balanced Fund Trust for Professional Managers 169,91013.6M $2.06 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 167,49813.5M $0.07 %0.03 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 165,98113.2M $0.19 %0.03 %as of May 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 164,40413.2M $0.93 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Nasdaq-100 Premium Income ETF Goldman Sachs ETF Trust 163,82313.2M $0.26 %0.03 %as of Jun 30, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 162,87713.1M $2.91 %0.03 %as of Jun 30, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 161,12812.9M $5.28 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 158,76812.6M $0.09 %0.03 %as of May 31, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 156,20412.2M $0.44 %0.03 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS 153,43212.3M $1.28 %0.02 %as of Jun 30, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 152,73312.3M $3.47 %0.02 %as of Jun 30, 2026 ↗
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 150,16111.7M $0.06 %0.02 %as of Jul 31, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 146,07211.4M $0.07 %0.02 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 144,56211.5M $0.11 %0.02 %as of May 31, 2026 ↗
Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 143,47011.5M $1.62 %0.02 %as of Jun 30, 2026 ↗
JNL Multi-Manager Select Equity Fund JNL Series Trust 141,68911.4M $0.74 %0.02 %as of Jun 30, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 141,57011.3M $1.07 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 139,74611.2M $0.08 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 138,43810.8M $0.08 %0.02 %as of Jul 31, 2026 ↗
Defiance AI & Power Infrastructure ETF Tidal Trust II 138,22811M $1.46 %0.02 %as of May 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 137,77411.1M $0.18 %0.02 %as of Jun 30, 2026 ↗
Optimum Large Cap Value Fund Optimum Fund Trust 135,92710.9M $0.58 %0.02 %as of Jun 30, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 135,69710.8M $0.16 %0.02 %as of May 31, 2026 ↗
EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust 135,23510.9M $1.62 %0.02 %as of Jun 30, 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