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
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,391364.2K $0.26 %0.00 %as of Apr 30, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 4,385348.3K $0.20 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP NASDAQ-100 ProFunds 4,323343.4K $0.23 %0.00 %as of Mar 31, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 4,297358.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 4,2623.2M SEK1.24 %0.00 %as of Mar 31, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 4,254352.9K $0.06 %0.00 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 4,194349.6K $0.06 %0.00 %as of Feb 28, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 4,110342.6K $0.12 %0.00 %as of Feb 28, 2026 ↗
First Trust Lunt U.S. Factor Rotation ETF First Trust Exchange-Traded Fund 4,085324.5K $0.65 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Utilities ProShares Trust 4,000333.4K $1.98 %0.00 %as of Feb 28, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 3,991317K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/T. Rowe Price Balanced Fund JNL Series Trust 3,778300.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 3,638289K $0.16 %0.00 %as of Mar 31, 2026 ↗
NASDAQ-100(R) Fund Rydex Variable Trust 3,569283.5K $0.21 %0.00 %as of Mar 31, 2026 ↗
Guardian Diversified Research VIP Fund Guardian Variable Products Trust 3,506278.5K $0.30 %0.00 %as of Mar 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 3,443273.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 3,353266.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
WBI BullBear Yield 3000 ETF Absolute Shares Trust 3,342265.5K $0.97 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 3,289274.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 3,285272.5K $0.08 %0.00 %as of Apr 30, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 3,273271.5K $0.08 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 3,260259K $0.04 %0.00 %as of Mar 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 3,255270K $0.02 %0.00 %as of Apr 30, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 3,243270.3K $0.06 %0.00 %as of Feb 28, 2026 ↗
ProShares Large Cap Core Plus ProShares Trust 3,213267.8K $0.06 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 3,208267.4K $0.08 %0.00 %as of Feb 28, 2026 ↗
SMI 3Fourteen REAL Asset Allocation ETF ETF Opportunities Trust 3,201254.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Global Allocation Fund JNL Series Trust 3,165251.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 3,143249.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 3,140260.5K $0.08 %0.00 %as of Apr 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 2,890240.9K $0.04 %0.00 %as of Feb 28, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 2,885229.2K $0.04 %0.00 %as of Mar 31, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,872239.4K $0.22 %0.00 %as of Feb 28, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 2,822234.1K $0.06 %0.00 %as of Apr 30, 2026 ↗
Innovator Nasdaq-100 Managed 10 Buffer ETF Innovator ETFs Trust 2,790231.4K $1.21 %0.00 %as of Apr 30, 2026 ↗
JPMorgan Diversified Fund JPMorgan Trust I 2,771220.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 2,734217.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Horizon Equity Premium Income Fund Horizon Funds 2,729227.5K $0.15 %0.00 %as of Feb 28, 2026 ↗
SFT T. Rowe Price Value Fund Securian Funds Trust 2,708215.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
First Sentier American Listed Infrastructure Fund Datum One Series Trust 2,694214K $4.84 %0.00 %as of Mar 31, 2026 ↗
NASDAQ-100(R) 2x Strategy Fund Rydex Variable Trust 2,693213.9K $0.22 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2,682213.1K $0.08 %0.00 %as of Mar 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 2,672212.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
JNL/JPMorgan Nasdaq Hedged Equity Fund JNL Series Trust 2,670212.1K $0.44 %0.00 %as of Mar 31, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 2,664211.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 2,589205.7K $0.04 %0.00 %as of Mar 31, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 2,583205.2K $1.01 %0.00 %as of Mar 31, 2026 ↗
NYLI CBRE Real Assets ETF New York Life Investments Active ETF Trust 2,522209.2K $3.03 %0.00 %as of Apr 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 2,473196.5K $0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon Asset Allocation Fund BNY MELLON FUNDS TRUST 2,465205.5K $0.04 %0.00 %as of Feb 28, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 2,446202.9K $1.10 %0.00 %as of Apr 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,387189.6K $0.02 %0.00 %as of Mar 31, 2026 ↗
Invesco QQQ Low Volatility ETF Invesco Exchange-Traded Fund Trust II 2,383198.6K $4.61 %0.00 %as of Feb 28, 2026 ↗
Fidelity U.S. Low Volatility Equity Fund Fidelity Summer Street Trust 2,311191.7K $1.03 %0.00 %as of Apr 30, 2026 ↗
iShares Nasdaq-100 ex Top 30 ETF iShares Trust 2,300182.7K $1.16 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,292191.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
MFS Global Tactical Allocation Portfolio MFS VARIABLE INSURANCE TRUST II 2,166172.1K $0.05 %0.00 %as of Mar 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 2,161179.3K $0.06 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 2,125177.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 2,124168.7K $0.03 %0.00 %as of Mar 31, 2026 ↗
STF Tactical Growth & Income ETF Listed Funds Trust 2,112167.8K $0.28 %0.00 %as of Mar 31, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 2,102174.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 2,060163.6K $0.17 %0.00 %as of Mar 31, 2026 ↗
Defiance Large Cap Ex-mag 7 ETF Tidal Trust II 2,054171.2K $0.12 %0.00 %as of Feb 28, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 2,032169.4K $0.18 %0.00 %as of Feb 28, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2,020160.5K $0.08 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,985164.7K $0.07 %0.00 %as of Apr 30, 2026 ↗
NASDAQ-100 PROFUND ProFunds 1,957162.3K $0.13 %0.00 %as of Apr 30, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 1,937153.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 1,926153K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 1,909151.7K $0.29 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 1,908151.6K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 1,898158.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 1,884149.7K $1.79 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 1,878149.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
ActivePassive U.S. Equity ETF Trust for Professional Managers 1,845153.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Horizon Expedition Plus ETF Horizon Funds 1,839153.3K $0.12 %0.00 %as of Feb 28, 2026 ↗
Truth Social American Energy Security ETF Truth Social Funds 1,760139.8K $1.43 %0.00 %as of Mar 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 1,744138.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 1,717142.4K $0.06 %0.00 %as of Apr 30, 2026 ↗
Nova Fund Rydex Series Funds 1,675133.1K $0.06 %0.00 %as of Mar 31, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 1,660138.4K $0.07 %0.00 %as of Feb 28, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,637130K $0.03 %0.00 %as of Mar 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 1,603127.3K $0.07 %0.00 %as of Mar 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 1,577125.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
CYBER HORNET S&P 500 Index Funds 1,561124K $0.08 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted Nasdaq-100(R) High Income ETF NEOS ETF Trust 1,534121.9K $0.27 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,419112.7K $0.06 %0.00 %as of Mar 31, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 1,416117.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 1,366113.9K $0.08 %0.00 %as of Feb 28, 2026 ↗
American Conservative Values ETF ETF Opportunities Trust 1,360112.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,327110.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Large-Cap Value Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 1,322105K $0.14 %0.00 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,321110.1K $0.04 %0.00 %as of Feb 28, 2026 ↗
S&P 500 Fund Rydex Series Funds 1,321104.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 1,316109.7K $0.07 %0.00 %as of Feb 28, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 1,314104.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,290107K $0.04 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1,25599.7K $0.07 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Global Allocation Fund T. ROWE PRICE GLOBAL ALLOCATION FUND, INC. 1,241102.9K $0.01 %0.00 %as of Apr 30, 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