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
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 23,6721.9M $0.08 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 23,0511.8M $0.35 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar Value ETF iShares Trust 23,0501.9M $0.15 %0.00 %as of Apr 30, 2026 ↗
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 23,0001.9M $0.04 %0.00 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 22,8661.8M $0.08 %0.00 %as of Mar 31, 2026 ↗
PACE Alternative Strategies Investments PACE SELECT ADVISORS TRUST 22,8541.9M $0.71 %0.00 %as of Apr 30, 2026 ↗
Allspring VT Opportunity Fund Allspring VARIABLE TRUST 22,7951.8M $1.25 %0.00 %as of Mar 31, 2026 ↗
NVIT GQG US Quality Equity Fund Nationwide Variable Insurance Trust 22,7521.8M $1.83 %0.00 %as of Mar 31, 2026 ↗
Monthly Rebalance NASDAQ-100 2x Strategy Fund Rydex Series Funds 22,6781.8M $0.22 %0.00 %as of Mar 31, 2026 ↗
CVT Nasdaq-100 Index Portfolio Calvert Variable Trust, Inc. 22,5421.8M $0.27 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 22,5091.9M $0.04 %0.00 %as of Feb 28, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 22,3921.8M $0.08 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 22,3151.9M $0.05 %0.00 %as of Feb 28, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 21,7631.7M $0.29 %0.00 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 21,7541.7M $0.04 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 21,5881.7M $0.17 %0.00 %as of Mar 31, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 21,5401.7M $0.12 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 21,2521.7M $0.08 %0.00 %as of Mar 31, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 21,0001.8M $0.34 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 20,9181.7M $0.22 %0.00 %as of Feb 28, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 20,8051.7M $0.32 %0.00 %as of Mar 31, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 20,6181.7M $0.08 %0.00 %as of Feb 28, 2026 ↗
Equity Income Fund John Hancock Funds II 20,2221.7M $0.29 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 20,0251.7M $0.08 %0.00 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 19,3121.6M $0.15 %0.00 %as of Apr 30, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 19,2561.6M $0.08 %0.00 %as of Apr 30, 2026 ↗
WAYCROSS MANAGED RISK EQUITY FUND Waycross Independent Trust 19,2051.6M $1.47 %0.00 %as of Feb 28, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 19,0561.5M $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 18,8881.5M $0.15 %0.00 %as of Mar 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 18,8811.6M $0.08 %0.00 %as of Feb 28, 2026 ↗
PGIM Jennison Global Infrastructure Fund Prudential World Fund, Inc. 18,3951.5M $2.09 %0.00 %as of Apr 30, 2026 ↗
American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES 18,3591.5M $0.33 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 18,1201.5M $0.08 %0.00 %as of Apr 30, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 18,0861.4M $0.18 %0.00 %as of Mar 31, 2026 ↗
Barrow Hanley US Value Opportunities Fund Perpetual Americas Funds Trust 18,0631.4M $1.62 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 17,6701.5M $0.10 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,5531.5M $0.33 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 17,4011.4M $0.19 %0.00 %as of Apr 30, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 17,2421.4M $0.98 %0.00 %as of Feb 28, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 17,2041.4M $0.15 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Global Infrastructure Fund Goldman Sachs Trust 16,7541.3M $1.02 %0.00 %as of Mar 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 16,6241.4M $0.09 %0.00 %as of Feb 28, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 16,54712.5M SEK0.06 %0.00 %as of Mar 31, 2026 ↗
MML Equity Income Fund MML SERIES INVESTMENT FUND 16,2621.3M $0.29 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 16,1761.3M $0.02 %0.00 %as of Mar 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 16,1701.3M $0.08 %0.00 %as of Mar 31, 2026 ↗
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 16,0001.3M $0.01 %0.00 %as of Mar 31, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 15,9851.3M $0.08 %0.00 %as of Mar 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 15,9691.3M $0.32 %0.00 %as of Mar 31, 2026 ↗
Invesco QQQ Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 15,7401.3M $0.19 %0.00 %as of Apr 30, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 15,4001.2M $5.12 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 14,9661.2M $0.03 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,7811.2M $0.07 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 14,7761.2M $0.11 %0.00 %as of Feb 28, 2026 ↗
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 14,5701.2M $0.06 %0.00 %as of Feb 28, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 14,5501.2M $0.17 %0.00 %as of Apr 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 14,4901.2M $0.07 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP UTILITIES ProFunds 14,4381.1M $3.24 %0.00 %as of Mar 31, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 14,3371.1M $0.08 %0.00 %as of Mar 31, 2026 ↗
Large Capital Growth Fund VALIC Co I 14,3041.2M $0.15 %0.00 %as of Feb 28, 2026 ↗
MFS Global Total Return Fund MFS Series Trust VI 14,2111.2M $0.09 %0.00 %as of Apr 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 14,1341.2M $0.07 %0.00 %as of Apr 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 14,1341.1M $0.08 %0.00 %as of Mar 31, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 14,1221.2M $0.20 %0.00 %as of Apr 30, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 14,1101.1M $0.04 %0.00 %as of Mar 31, 2026 ↗
Reaves Infrastructure Fund ADVISORS' INNER CIRCLE FUND II 14,1001.2M $2.88 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 14,0141.2M $0.06 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 13,9271.2M $0.37 %0.00 %as of Feb 28, 2026 ↗
Penn Series Mid Core Value Fund Penn Series Funds Inc 13,9111.1M $1.71 %0.00 %as of Mar 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 13,8601.1M $0.05 %0.00 %as of Apr 30, 2026 ↗
God Bless America ETF Tidal Trust I 13,6611.1M $1.12 %0.00 %as of Feb 28, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 13,6501.1M $0.37 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 13,6131.1M $0.11 %0.00 %as of Feb 28, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 13,5981.1M $0.37 %0.00 %as of Mar 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 13,4931.1M $0.07 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 13,4721.1M $0.15 %0.00 %as of Apr 30, 2026 ↗
Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust 13,1281.1M $1.13 %0.00 %as of Apr 30, 2026 ↗
Calamos Hedged Equity Fund CALAMOS INVESTMENT TRUST/IL 13,1101.1M $0.13 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 13,0431.1M $0.08 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 12,6421M $0.27 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 12,5921M $0.11 %0.00 %as of Feb 28, 2026 ↗
JPMorgan Global Active Allocation Portfolio Brighthouse Funds Trust I 12,451989.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust 12,3561M $0.31 %0.00 %as of Feb 28, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 12,344980.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 12,109961.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
BlackRock Dynamic High Income Portfolio BlackRock Funds II 11,951991.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 11,912988.1K $2.59 %0.00 %as of Apr 30, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 11,872943.1K $0.15 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 11,655966.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 11,654925.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
Russell Investments Global Infrastructure ETF Russell Investments Exchange Traded Funds 11,577919.7K $2.44 %0.00 %as of Mar 31, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 11,517914.9K $0.20 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 11,502913.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 11,491953.2K $0.08 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 11,478911.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
NEOS Nasdaq-100(R) Hedged Equity Income ETF NEOS ETF Trust 11,446909.3K $0.27 %0.00 %as of Mar 31, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 11,419907.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
iShares Infrastructure Active ETF BlackRock ETF Trust 11,372943.3K $3.62 %0.00 %as of Apr 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 11,340900.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Thompson MidCap Fund Thompson IM Funds, Inc. 11,285940.7K $1.61 %0.00 %as of Feb 28, 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