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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 872K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 750.3K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 187K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| FONDO NARANJA NASDAQ 100, FI AMUNDI IBERIA, SGIIC, S.A. | 108K € | 0.23 % | as of Dec 31, 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 789 | +49 | 272,285,047 | +10.3 % |
| 2026Q1 | 740 | -26 | 246,865,763 | +6.0 % |
| 2025Q4 | 766 | +9 | 232,962,755 | +1.7 % |
| 2025Q3 | 757 | +6 | 229,179,712 | +1.7 % |
| 2025Q2 | 751 | +18 | 225,285,257 | +0.4 % |
| 2025Q1 | 733 | -38 | 224,293,682 | +2.0 % |
| 2024Q4 | 771 | +24 | 219,940,651 | +4.8 % |
| 2024Q3 | 747 | +7 | 209,911,511 | +1.4 % |
| 2024Q2 | 740 | +51 | 207,042,482 | +1.3 % |
| 2024Q1 | 689 | -32 | 204,371,966 | -5.3 % |
| 2023Q4 | 721 | 215,882,729 |
Institutional managers
1,248 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 53,911,407 | 4.3B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 37,125,656 | 3B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 29,441,811 | 2.3B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 28,698,967 | 2.3B $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 27,258,524 | 2.2B $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18,078,640 | 1.4B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 16,994,532 | 1.3B $ | as of Mar 31, 2026 |
| GQG Partners LLC | 11,193,162 | 889.2M $ | as of Mar 31, 2026 |
| Aristotle Capital Management, LLC | 11,106,321 | 882.3M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 8,871,863 | 704.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 8,074,798 | 641.5M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 7,767,142 | 617M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 7,563,510 | 600.8K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 7,169,719 | 569.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 7,011,639 | 557M $ | as of Mar 31, 2026 |
| FMR LLC | 6,719,206 | 533.8M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 6,201,035 | 492.6M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 5,572,658 | 442.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,129,379 | 407.5M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 4,017,084 | 319.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,941,265 | 313.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 3,872,314 | 307.6M $ | as of Mar 31, 2026 |
| Newport Trust Company, LLC | 3,659,878 | 290.7M $ | as of Mar 31, 2026 |
| REAVES W H & CO INC | 3,548,909 | 281.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,499,718 | 278M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.33 % | 45,753,794 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.58 % | 34,848,115 | as 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.
Cite this page
Titelia. "Fund shareholders of Xcel Energy Inc". https://titelia.com/en/stocks/xcel-energy-inc-US98389B1008