Xcel Energy Inc (XEL) Ownership

72.67 ↓0.94 (-1.28%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Xcel Energy Inc (XEL), owning a total of 74.7 million shares. Combined, the top 40 institutional holders of XEL own 82.56% of the company with a total of 481.8 million shares.

In the latest ownership report on June 30th 2025, the top 40 institutional holders increased their combined ownership of XEL by 23.8 million shares. 11 institutions bought 26,764,622 total additional shares and increased their ownership by an average of 8.42%. However 9 institutions sold 2,942,978 total shares and decreased their ownership by an average of 4.69%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Xcel Energy increased by a net total of 23,821,644 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.635%	-0.125%	74,724,702	-93,456	2025-06-30
BlackRock Inc	8.558%	2.806%	50,612,206	1,381,160	2025-06-30
State Street Corp	5.773%	0.373%	34,144,257	126,790	2025-06-30
T. Rowe Price Associates, Inc.	5.350%	22.585%	31,639,218	5,829,240	2025-06-30
Bank of America Corp	4.441%	8.951%	26,262,079	2,157,602	2025-06-30
JPMorgan Chase & Co	3.415%	-2.964%	20,194,376	-616,865	2025-06-30
Massachusetts Financial Services Company	3.165%	10.287%	18,719,520	1,746,066	2025-06-30
Geode Capital Management, LLC	2.738%	2.925%	16,191,204	460,103	2025-06-30
Aristotle Capital Management LLC	2.181%	-1.621%	12,897,653	-212,486	2025-06-30
GQG Partners LLC	2.114%	0.000%	12,501,554	12,501,554	2025-06-30
Amvescap Plc.	1.246%	28.966%	7,366,422	1,654,505	2025-06-30
Morgan Stanley - Brokerage Accounts	1.135%	7.148%	6,715,196	447,965	2025-06-30
Goldman Sachs Group Inc	1.056%	0.783%	6,242,449	48,497	2025-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.052%	-0.457%	6,220,004	-28,531	2025-06-30
FMR Inc	1.003%	-3.860%	5,932,680	-238,224	2025-06-30
Legal & General Group PLC	0.956%	7.845%	5,652,073	411,140	2025-06-30
Franklin Resources Inc	0.921%	-0.539%	5,448,482	-29,537	2025-06-30
Pictet Asset Manangement SA	0.894%	-3.040%	5,288,882	-165,821	2025-06-30
Northern Trust Corp	0.889%	-11.886%	5,258,595	-709,357	2025-06-30
Barclays PLC	0.668%	-17.674%	3,953,323	-848,701	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.635%	-0.125%	74,724,702	-93,456	2025-06-30
BlackRock Inc	8.558%	2.806%	50,612,206	1,381,160	2025-06-30
State Street Corp	5.773%	0.373%	34,144,257	126,790	2025-06-30
State Street Corporation	5.850%	10.817%	32,611,963	3,183,285	2024-03-31
T. Rowe Price Associates, Inc.	5.350%	22.585%	31,639,218	5,829,240	2025-06-30
Bank of America Corp	4.441%	8.951%	26,262,079	2,157,602	2025-06-30
JPMorgan Chase & Co	3.415%	-2.964%	20,194,376	-616,865	2025-06-30
Massachusetts Financial Services Company	3.165%	10.287%	18,719,520	1,746,066	2025-06-30
T. Rowe Price Investment Management,Inc.	3.006%	-22.504%	16,700,319	-4,849,542	2023-12-31
Geode Capital Management, LLC	2.738%	2.925%	16,191,204	460,103	2025-06-30
Aristotle Capital Management LLC	2.181%	-1.621%	12,897,653	-212,486	2025-06-30
GQG Partners LLC	2.114%	0.000%	12,501,554	12,501,554	2025-06-30
Amvescap Plc.	1.246%	28.966%	7,366,422	1,654,505	2025-06-30
Morgan Stanley - Brokerage Accounts	1.135%	7.148%	6,715,196	447,965	2025-06-30
Goldman Sachs Group Inc	1.056%	0.783%	6,242,449	48,497	2025-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.052%	-0.457%	6,220,004	-28,531	2025-06-30
Wells Fargo & Co	1.070%	-3.485%	6,143,453	-221,824	2024-09-30
Ameriprise Financial Inc	1.092%	-1.944%	6,025,587	-119,481	2023-06-30
FMR Inc	1.003%	-3.860%	5,932,680	-238,224	2025-06-30
Brookfield Corp	0.990%	4.501%	5,857,194	252,260	2025-03-31
Legal & General Group PLC	0.956%	7.845%	5,652,073	411,140	2025-06-30
Franklin Resources Inc	0.921%	-0.539%	5,448,482	-29,537	2025-06-30
Deutsche Bank AG	0.968%	5.845%	5,328,191	294,235	2022-12-31
Pictet Asset Manangement SA	0.894%	-3.040%	5,288,882	-165,821	2025-06-30
Northern Trust Corp	0.889%	-11.886%	5,258,595	-709,357	2025-06-30
Nuveen Asset Management, LLC	0.896%	-15.953%	4,902,458	-930,510	2022-06-30
Macquarie Group Ltd	0.792%	232.698%	4,368,353	3,055,345	2023-06-30
Millennium Management LLC	0.747%	83.861%	4,290,943	1,957,146	2024-06-30
Mitsubishi UFJ Trust & Banking Corp	0.751%	1.817%	4,186,101	74,690	2024-03-31
Newport Trust Co.	0.698%	-1.859%	4,027,468	-76,268	2025-03-31
HHG PLC	0.697%	379.307%	4,022,085	3,182,939	2024-12-31
Victory Capital Management Inc.	0.692%	-21.675%	3,991,391	-1,104,538	2025-03-31
Barclays PLC	0.668%	-17.674%	3,953,323	-848,701	2025-06-30
Bank of New York Mellon Corp	0.658%	0.306%	3,777,002	11,529	2024-12-31
American Century Companies Inc	0.658%	81.189%	3,776,609	1,692,264	2024-09-30
California Public Employees Retrmnt Sys	0.621%	3.146%	3,460,906	105,570	2024-03-31
Magellan Asset Management Limited	0.620%	15.479%	3,457,204	463,418	2024-06-30
Capital Research Global Investors	0.608%	0.050%	3,380,610	1,672	2024-03-31
Royal Bank of Canada	0.510%	8.394%	2,929,385	226,845	2024-09-30
Federated Hermes Inc	0.453%	9.308%	2,601,115	221,500	2024-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Xcel Energy Inc (XEL), owning a total of 18.1 million shares. Combined, the top 41 mutual fund holders of XEL own 53.68% of the company with a total of 309.6 million shares.

In the latest ownership report on August 31st 2025, the top 41 fund holders increased their combined ownership of XEL by 78 thousand shares. 1 funds bought 85,767 total additional shares and increased their ownership by an average of 1.24%. However 1 funds sold 7,536 total shares and decreased their ownership by an average of 0.08%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Xcel Energy increased by a net total of 78,231 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Utilities Select Sector SPDR® ETF	1.580%	-0.081%	9,344,265	-7,536	2025-08-31
SPDR® S&P 500® ETF	1.181%	1.244%	6,982,370	85,767	2025-08-31
iShares Core S&P 500 ETF	1.173%	0.000%	6,939,718	0	2025-08-31
SPDR® S&P Dividend ETF	0.680%	0.000%	4,019,195	0	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.065%	-2.298%	18,126,051	-426,242	2025-07-31
Vanguard US Total Market Shares ETF	3.073%	0.680%	17,698,203	119,557	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.085%	2.276%	17,020,768	378,723	2023-03-31
Vanguard Institutional 500 Index Trust	2.832%	0.692%	16,330,769	112,156	2025-05-31
Vanguard 500 Index Investor	2.415%	-12.776%	14,280,371	-2,091,623	2025-07-31
Vanguard Mid Cap Index Institutional	2.175%	1.089%	12,866,036	138,622	2025-07-31
Invesco QQQ Trust	2.010%	0.699%	11,887,823	82,503	2025-08-29
T. Rowe Price Capital Appreciation	1.947%	-22.158%	10,814,484	-3,078,353	2023-12-31
MFS Large Cap Value Equity	1.620%	22.371%	9,578,063	1,751,008	2025-06-30
MFS Value A	1.610%	-0.581%	9,522,389	-55,674	2025-07-31
The Utilities Select Sector SPDR® ETF	1.580%	-0.081%	9,344,265	-7,536	2025-08-31
JPM US Equity Income-MA	1.340%	99,966.600%	7,394,925	7,387,535	2023-09-30
T. Rowe Price U.S. Value Equity Tr-D	1.239%	1.540%	7,329,381	111,151	2025-06-30
Fidelity 500 Index	1.236%	0.043%	7,311,030	3,137	2025-07-31
T. Rowe Price U.S. Value Equity Tr-Z	1.252%	0.861%	7,218,230	61,646	2025-03-31
SPDR® S&P 500 ETF	1.241%	-1.451%	7,146,718	-105,244	2025-03-31
SPDR® S&P 500® ETF	1.181%	1.244%	6,982,370	85,767	2025-08-31
SPDR® S&P 500® ETF Trust	1.211%	-0.520%	6,957,661	-36,396	2025-03-31
iShares Core S&P 500 ETF	1.173%	0.000%	6,939,718	0	2025-08-31
Utilities Select Sector SPDR® ETF	1.248%	1.714%	6,931,402	116,800	2024-05-30
MFS Large Cap Value (SMA)	1.222%	0.000%	6,789,300	6,789,300	2023-06-30
SPDR® S&P 500 ETF Trust	1.180%	0.703%	6,557,985	45,780	2024-05-30
Fidelity® 500 Index	1.165%	0.640%	6,426,904	40,895	2023-11-30
T. Rowe Price US Value Equity Composite	1.052%	-0.532%	6,224,433	-33,289	2025-06-30
T. Rowe Price Value	1.050%	-0.209%	6,211,415	-13,018	2025-07-31
JPMorgan Equity Income I	0.979%	0.000%	5,787,406	0	2025-07-31
JPM US Equity Income-Composite	0.979%	0.000%	5,787,406	0	2025-06-30
Vanguard Value Index Inv	0.864%	-0.086%	5,111,862	-4,422	2025-07-31
Victory Sycamore Established Value R	0.841%	-6.200%	4,690,000	-310,000	2024-06-30
SPDR® S&P Dividend ETF	0.680%	0.000%	4,019,195	0	2025-08-31
JPMorgan Equity Premium Income ETF	0.729%	-3.807%	4,018,898	-159,061	2023-06-30
JPMorgan Mid Cap Value L	0.700%	0.000%	3,860,155	0	2023-06-30
JPM US Mid Cap Value-Composite	0.700%	0.000%	3,860,155	0	2023-06-30
JPMorgan US Equity L	0.686%	-22.091%	3,752,294	-1,063,984	2022-10-31
Vanguard Utilities ETF	0.618%	-0.067%	3,656,964	-2,466	2025-07-31
Vanguard Windsor™ II Inv	0.615%	0.000%	3,638,000	0	2025-06-30
Vanguard Mid-Cap Value ETF	0.614%	-0.058%	3,629,183	-2,103	2025-07-31
Vanguard Institutional Index I	0.627%	-0.630%	3,601,161	-22,831	2025-01-31
iShares MSCI USA Min Vol Factor ETF	0.648%	-0.182%	3,574,609	-6,522	2024-01-31
American Funds American Mutual A	0.601%	-0.146%	3,338,609	-4,874	2024-03-31
Capital Group American Mutual Comp	0.601%	-0.146%	3,338,609	-4,874	2024-03-31