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
JNL/DFA U.S. Core Equity Fund JNL Series Trust 11,266895K $0.07 %0.00 %as of Mar 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 11,080880.2K $0.17 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 10,979910.7K $2.09 %0.00 %as of Apr 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 10,746853.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 10,684890.6K $0.45 %0.00 %as of Feb 28, 2026 ↗
Utilities Fund Rydex Series Funds 10,555838.5K $2.82 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 10,530877.8K $0.07 %0.00 %as of Feb 28, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 10,520835.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Global Allocation Fund JPMorgan Trust I 10,433865.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 10,415868.2K $0.13 %0.00 %as of Feb 28, 2026 ↗
American Beacon Balanced Fund AMERICAN BEACON FUNDS 10,253850.5K $0.79 %0.00 %as of Apr 30, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 10,225812.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
AAM Transformers ETF ETF Series Solutions 10,224848.1K $0.55 %0.00 %as of Apr 30, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 10,164843.1K $0.91 %0.00 %as of Apr 30, 2026 ↗
Fidelity Infrastructure Fund Fidelity Investment Trust 9,900821.2K $0.51 %0.00 %as of Apr 30, 2026 ↗
ProShares Nasdaq-100 High Income ETF ProShares Trust 9,848820.9K $0.23 %0.00 %as of Feb 28, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 9,838816.1K $0.08 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 9,829780.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 9,667805.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 9,493791.3K $0.08 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 9,396779.4K $0.65 %0.00 %as of Apr 30, 2026 ↗
Strategic Allocation: Aggressive Fund American Century Strategic Asset Allocations Inc 9,376777.7K $0.11 %0.00 %as of Apr 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 9,344742.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust 9,340742K $0.78 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 9,306739.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
NVIT NASDAQ-100 Index Fund Nationwide Variable Insurance Trust 9,227733K $0.29 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 9,222732.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 9,169728.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 9,133725.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
PRAXIS VALUE INDEX FUND Praxis Mutual Funds 9,014716.1K $0.13 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 8,973744.3K $0.18 %0.00 %as of Apr 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 8,850734.1K $0.23 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 8,793733K $0.02 %0.00 %as of Feb 28, 2026 ↗
Boston Partners Long/Short Equity Fund RBB Fund, Inc. 8,709726K $0.66 %0.00 %as of Feb 28, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 8,683689.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 8,466705.7K $0.09 %0.00 %as of Feb 28, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 8,383695.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
AVIP Nasdaq-100 Index Portfolio AuguStar Variable Insurance Products Fund Inc 8,358664K $0.28 %0.00 %as of Mar 31, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 8,306689K $2.57 %0.00 %as of Apr 30, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 8,209652.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,165648.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 8,160648.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
Transamerica JPMorgan Tactical Allocation VP TRANSAMERICA SERIES TRUST 8,159648.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 8,051639.6K $0.24 %0.00 %as of Mar 31, 2026 ↗
Centre Global Infrastructure Fund Horizon Funds 7,939661.8K $0.74 %0.00 %as of Feb 28, 2026 ↗
Strategic Allocation: Moderate Fund American Century Strategic Asset Allocations Inc 7,710639.5K $0.08 %0.00 %as of Apr 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 7,690610.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 7,687637.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta World Equity ETF Goldman Sachs ETF Trust 7,683640.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 7,630636K $0.15 %0.00 %as of Feb 28, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 7,621605.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 7,484594.5K $0.25 %0.00 %as of Mar 31, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 7,365585.1K $0.25 %0.00 %as of Mar 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 7,269577.4K $0.05 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Clean Energy Income Fund GOLDMAN SACHS TRUST 7,180598.5K $1.38 %0.00 %as of Feb 28, 2026 ↗
Vistashares Electrification Supercycle ETF Tidal Trust III 7,147595.8K $2.45 %0.00 %as of Feb 28, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 7,071561.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
Virtus Duff & Phelps Select MLP and Energy Fund Virtus Alternative Solutions Trust 7,008581.3K $1.12 %0.00 %as of Apr 30, 2026 ↗
Putnam VT George Putnam Balanced Fund Putnam Variable Trust 6,916549.4K $0.18 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 6,905575.6K $0.11 %0.00 %as of Feb 28, 2026 ↗
Nordea Generationsfond Senior Nordea Funds Ab 6,7695M SEK0.23 %0.00 %as of Mar 31, 2026 ↗
MML Equity Index Fund MML SERIES INVESTMENT FUND 6,749536.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
Nordea Generationsfond 90-tal Nordea Funds Ab 6,7105M SEK0.14 %0.00 %as of Mar 31, 2026 ↗
Invesco NASDAQ 100 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 6,656554.8K $0.26 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP ULTRANASDAQ-100 ProFunds 6,615525.5K $0.21 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,584523K $0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 6,500541.8K $0.39 %0.00 %as of Feb 28, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 6,292499.8K $0.06 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,267497.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 6,245520.6K $0.23 %0.00 %as of Feb 27, 2026 ↗
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 6,187491.5K $0.24 %0.00 %as of Mar 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 6,098508.3K $0.11 %0.00 %as of Feb 28, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 5,932471.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 5,858465.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 5,596444.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 5,550462.6K $0.07 %0.00 %as of Feb 28, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 5,514438K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA JPMorgan Diversified Balanced Portfolio SUNAMERICA SERIES TRUST 5,440451.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
Destinations Shelter Fund Brinker Capital Destinations Trust 5,435453.1K $0.49 %0.00 %as of Feb 28, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 5,418451.6K $0.06 %0.00 %as of Feb 27, 2026 ↗
Venerable US Large Cap Core Equity Fund Venerable Variable Insurance Trust 5,364426.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
HCM Defender 100 Index ETF NORTHERN LIGHTS FUND TRUST III 5,324422.9K $0.07 %0.00 %as of Mar 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 5,300439.6K $0.07 %0.00 %as of Apr 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 5,294420.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA Gender Diversity ETF SPDR SERIES TRUST 5,264418.2K $0.16 %0.00 %as of Mar 31, 2026 ↗
PACE Large Co Growth Equity Investments PACE SELECT ADVISORS TRUST 5,201431.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 5,198412.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 5,127425.3K $0.05 %0.00 %as of Apr 30, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 5,023399K $0.48 %0.00 %as of Mar 31, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 4,933409.2K $0.40 %0.00 %as of Apr 30, 2026 ↗
Utilities Fund Rydex Variable Trust 4,921390.9K $2.99 %0.00 %as of Mar 31, 2026 ↗
LVIP SSGA Nasdaq-100 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,918390.7K $0.28 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 4,886388.1K $0.29 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,798400K $0.05 %0.00 %as of Feb 28, 2026 ↗
Global X Nasdaq 100 Covered Call & Growth ETF GLOBAL X FUNDS 4,567378.8K $0.27 %0.00 %as of Apr 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 4,561362.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes Enhanced Income ETF Federated Hermes ETF Trust 4,540376.6K $1.03 %0.00 %as of Apr 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 4,506358K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 4,497357.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Putnam VT Research Fund Putnam Variable Trust 4,425351.5K $0.29 %0.00 %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