Xcel Energy XEL Institutional Ownership

NASDAQ XEL

$76.17 -0.71 (-0.92%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,284 Institutions

Increased 660 51.4%

Unchanged 235 18.3%

Reduced 389 30.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.13%

▲+6.85 pp QoQ

Shares Held by Institutions

600.80Mn

of 625.00Mn outstanding

▲+8.89% QoQ

Shares Outstanding

625.00Mn

24.20Mn held outside 13F filers

Institutional Investors

1,284

filed 13F for Jun 2026

▲+21 vs prior quarter

Net Shares Added (QoQ)

+49.06Mn

accumulated since last quarter

Value of Holdings

$45.49Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Xcel Energy Inc (NASDAQ:XEL) has 1,284 institutional investors with active 13F positions as of June 2026.

They owned 96.1% of outstanding stock in June 2026, up from 89.3% the prior quarter.
Their total shares held in XEL increased 8.89% quarter over quarter, and separately, investors owning Xcel Energy increased 14.03% from a year ago.
Among the 1,284 funds, 660 bought more Xcel Energy shares, 389 sold down, and 235 held their ground.
Combined, these investors held 600.8Mn shares in XEL for June 2026, up by 49.06Mn shares quarter on quarter, and up 78.57Mn shares year over year.
BlackRock, Inc. leads ownership in XEL with 60.9Mn shares as of June 30, 2026, equal to 9.74% of outstanding shares.
Top purchasers of XEL stock for the quarter ending June 2026 included Invesco Ltd. (13.31Mn), BlackRock, Inc. (6.99Mn), FMR LLC (4.43Mn), Sixth Street Partners Management Company, L.P. (4.18Mn), Goldman Sachs Group Inc (3.99Mn).
The largest sales of XEL for the quarter ending June 2026 came from Jpmorgan Chase & Co (6.96Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (1.81Mn), Qube Research & Technologies Ltd (1.46Mn), OMERS ADMINISTRATION Corp (1.39Mn), Amundi (1.27Mn).
According to Business Quant data, leading holders of XEL for June 2026 are BlackRock, Inc. (60.9Mn), VANGUARD CAPITAL MANAGEMENT LLC (40.77Mn), State Street Corp (38.9Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (35.61Mn), Bank Of America Corp /De/ (29.93Mn), Capital Research Global Investors (29.3Mn), Jpmorgan Chase & Co (21.74Mn), Invesco Ltd. (21.38Mn), GEODE CAPITAL MANAGEMENT, LLC (18.04Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (16.27Mn).

Form 13F Holdings

1,286 Institutional Holders

Report period 30 Jun, 2026

Total shares held 600.80Mn

Of outstanding 96.13%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	60,898,333	9.74%	▲6,986,926	+12.96%	$4.89Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	40,769,716	6.52%	▲1,280,554	+3.24%	$3.27Bn
3	State Street Corp	0000093751	38,896,012	6.22%	▲1,770,356	+4.77%	$3.15Bn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	35,610,992	5.70%	▲834,517	+2.40%	$2.86Bn
5	Bank Of America Corp /De/	0000070858	29,933,748	4.79%	▲491,937	+1.67%	$2.40Bn
6	Capital Research Global Investors	0001422848	29,301,965	4.69%	▲2,043,441	+7.50%	$2.35Bn
7	Jpmorgan Chase & Co	0000019617	21,741,661	3.48%	▼6,957,306	-24.24%	$1.78Bn
8	Invesco Ltd.	0000914208	21,381,193	3.42%	▲13,306,395	+164.79%	$1.72Bn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	18,042,089	2.89%	▲1,047,557	+6.16%	$1.44Bn
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	16,269,553	2.60%	▼1,809,087	-10.01%	$1.32Bn
11	FMR LLC	0000315066	11,152,597	1.78%	▲4,433,391	+65.98%	$895.55Mn
12	GQG Partners LLC	0001697233	11,104,441	1.78%	▼88,721	-0.79%	$891.69Mn
13	Goldman Sachs Group Inc	0000886982	10,997,965	1.76%	▲3,986,326	+56.85%	$883.14Mn
14	Aristotle Capital Management, LLC	0000860644	10,459,005	1.67%	▼647,316	-5.83%	$839.86Mn
15	Pictet Asset Management Holding SA	0001993888	9,038,572	1.45%	▲166,709	+1.88%	$725.81Mn
16	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0000313028	8,818,013	1.41%	▲3,245,355	+58.24%	$708.09Mn
17	Morgan Stanley	0000895421	7,894,693	1.26%	▲724,974	+10.11%	$633.94Mn
18	Franklin Resources Inc	0000038777	7,869,605	1.26%	▲102,463	+1.32%	$631.93Mn
19	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	7,034,477	1.13%	▼529,033	-6.99%	$564.87K
20	Legal & General Group Plc	0000764068	6,270,777	1.00%	▲69,742	+1.12%	$503.54Mn

Showing 1 to 20 of 1,286 holders