Xcel Energy Inc (XEL) Ownership

54.38 ↑0.13 (0.23%)

As of May 6, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Xcel Energy Inc (XEL), owning a total of 72 million shares. Combined, the top 28 institutional holders of XEL own 64.18% of the company with a total of 356.1 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of XEL by 13.2 million shares. 13 institutions bought 23,510,484 total additional shares and increased their ownership by an average of 24.74%. However 8 institutions sold 10,347,588 total shares and decreased their ownership by an average of 6.15%.

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 13,162,896 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	12.960%	12.374%	71,989,831	7,926,975	2023-12-31
BlackRock Inc	8.999%	-1.098%	49,987,579	-554,830	2023-12-31
State Street Corporation	5.298%	2.128%	29,428,678	613,140	2023-12-31
JPMorgan Chase & Co	3.866%	-15.597%	21,473,862	-3,968,187	2023-12-31
Massachusetts Financial Services Company	3.600%	7.950%	19,994,298	1,472,435	2023-12-31
T. Rowe Price Investment Management,Inc.	3.007%	-22.504%	16,700,319	-4,849,542	2023-12-31
Aristotle Capital Management LLC	2.523%	-4.689%	14,015,353	-689,496	2023-12-31
Goldman Sachs Group Inc	2.447%	189.751%	13,591,536	8,900,773	2023-12-31
Geode Capital Management, LLC	2.384%	2.152%	13,242,499	278,984	2023-12-31
Royal Bank of Canada	1.540%	1.821%	8,554,585	152,951	2023-12-31
Victory Capital Management Inc.	1.398%	3.484%	7,766,048	261,426	2023-12-31
Wells Fargo & Co	1.283%	-0.389%	7,124,212	-27,838	2023-12-31
Legal & General Group PLC	1.160%	18.078%	6,443,587	986,529	2023-12-31
Morgan Stanley - Brokerage Accounts	1.082%	11.891%	6,009,550	638,671	2023-12-31
Northern Trust Corp	0.999%	-3.333%	5,547,905	-191,281	2023-12-31
Amvescap Plc.	0.969%	1.486%	5,381,848	78,801	2023-12-31
Bank of America Corp	0.811%	5.317%	4,505,667	227,485	2023-12-31
Millennium Management LLC	0.780%	51.244%	4,334,566	1,468,631	2023-12-31
Mitsubishi UFJ Trust & Banking Corp	0.740%	13.961%	4,111,411	503,683	2023-12-31
Bank of New York Mellon Corp	0.735%	-1.585%	4,082,233	-65,726	2023-12-31
Capital Research Global Investors	0.609%	-0.020%	3,378,938	-688	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.960%	12.374%	71,989,831	7,926,975	2023-12-31
BlackRock Inc	8.999%	-1.098%	49,987,579	-554,830	2023-12-31
State Street Corporation	5.298%	2.128%	29,428,678	613,140	2023-12-31
JPMorgan Chase & Co	3.866%	-15.597%	21,473,862	-3,968,187	2023-12-31
Massachusetts Financial Services Company	3.600%	7.950%	19,994,298	1,472,435	2023-12-31
T. Rowe Price Investment Management,Inc.	3.007%	-22.504%	16,700,319	-4,849,542	2023-12-31
Aristotle Capital Management LLC	2.523%	-4.689%	14,015,353	-689,496	2023-12-31
Goldman Sachs Group Inc	2.447%	189.751%	13,591,536	8,900,773	2023-12-31
Geode Capital Management, LLC	2.384%	2.152%	13,242,499	278,984	2023-12-31
Royal Bank of Canada	1.540%	1.821%	8,554,585	152,951	2023-12-31
T. Rowe Price Associates, Inc.	1.432%	-51.038%	7,836,487	-8,168,696	2022-09-30
Victory Capital Management Inc.	1.398%	3.484%	7,766,048	261,426	2023-12-31
Wells Fargo & Co	1.283%	-0.389%	7,124,212	-27,838	2023-12-31
Magellan Asset Management Limited	1.195%	-9.464%	6,588,218	-688,702	2023-03-31
Legal & General Group PLC	1.160%	18.078%	6,443,587	986,529	2023-12-31
Ameriprise Financial Inc	1.092%	-1.944%	6,025,587	-119,481	2023-06-30
Morgan Stanley - Brokerage Accounts	1.082%	11.891%	6,009,550	638,671	2023-12-31
Northern Trust Corp	0.999%	-3.333%	5,547,905	-191,281	2023-12-31
Amvescap Plc.	0.969%	1.486%	5,381,848	78,801	2023-12-31
Deutsche Bank AG	0.968%	5.845%	5,328,191	294,235	2022-12-31
Nuveen Asset Management, LLC	0.896%	-15.953%	4,902,458	-930,510	2022-06-30
Bank of America Corp	0.811%	5.317%	4,505,667	227,485	2023-12-31
Macquarie Group Ltd	0.792%	232.698%	4,368,353	3,055,345	2023-06-30
Millennium Management LLC	0.780%	51.244%	4,334,566	1,468,631	2023-12-31
Mitsubishi UFJ Trust & Banking Corp	0.740%	13.961%	4,111,411	503,683	2023-12-31
Bank of New York Mellon Corp	0.735%	-1.585%	4,082,233	-65,726	2023-12-31
California Public Employees Retrmnt Sys	0.617%	0.151%	3,401,673	5,139	2023-09-30
Capital Research Global Investors	0.609%	-0.020%	3,378,938	-688	2023-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Xcel Energy Inc (XEL), owning a total of 17.5 million shares. Combined, the top 31 mutual fund holders of XEL own 39.58% of the company with a total of 219.4 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of XEL by 1.9 million shares. 5 funds bought 461,681 total additional shares and increased their ownership by an average of 1.11%. However 8 funds sold 2,411,021 total shares and decreased their ownership by an average of 4.15%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Xcel Energy decreased by a net total of -1,949,340 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.149%	0.890%	17,489,034	154,314	2024-03-31
Vanguard Institutional 500 Index Trust	2.504%	0.926%	13,908,521	127,576	2024-03-31
Vanguard Mid Cap Index Institutional	2.171%	-2.193%	12,060,101	-270,346	2024-03-31
Invesco QQQ Trust	1.873%	0.000%	10,406,134	0	2024-03-31
Utilities Select Sector SPDR® ETF	1.255%	-0.294%	6,971,431	-20,526	2024-03-31
MFS Value A	1.228%	-0.467%	6,819,916	-32,002	2024-03-31
MFS Large Cap Value Equity	1.228%	-11.718%	6,819,916	-905,265	2024-03-31
SPDR® S&P 500 ETF Trust	1.192%	-0.777%	6,620,670	-51,824	2024-03-31
JPM US Equity Income-Composite	1.106%	-13.521%	6,144,020	-960,604	2024-03-31
Victory Sycamore Established Value R	0.900%	2.250%	5,000,000	110,000	2024-03-31
SPDR® S&P Dividend ETF	0.845%	1.375%	4,692,410	63,635	2024-03-31
Vanguard Value Index Inv	0.831%	0.134%	4,617,774	6,156	2024-03-31
Vanguard Mid-Cap Value ETF	0.705%	-3.865%	3,917,135	-157,483	2024-03-31
Vanguard Institutional Index I	0.653%	-0.357%	3,624,725	-12,971	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.149%	0.890%	17,489,034	154,314	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.085%	2.276%	17,020,768	378,723	2023-03-31
Vanguard Institutional 500 Index Trust	2.504%	0.926%	13,908,521	127,576	2024-03-31
Vanguard 500 Index Investor	2.404%	0.621%	13,259,511	81,881	2023-08-31
Vanguard Mid Cap Index Institutional	2.171%	-2.193%	12,060,101	-270,346	2024-03-31
T. Rowe Price Capital Appreciation	1.947%	-22.158%	10,814,484	-3,078,353	2023-12-31
Invesco QQQ Trust	1.873%	0.000%	10,406,134	0	2024-03-31
JPM US Equity Income-MA	1.340%	99,966.600%	7,394,925	7,387,535	2023-09-30
Utilities Select Sector SPDR® ETF	1.255%	-0.294%	6,971,431	-20,526	2024-03-31
MFS Value A	1.228%	-0.467%	6,819,916	-32,002	2024-03-31
MFS Large Cap Value Equity	1.228%	-11.718%	6,819,916	-905,265	2024-03-31
MFS Large Cap Value (SMA)	1.222%	0.000%	6,789,300	6,789,300	2023-06-30
JPMorgan Equity Income I	1.211%	-1.693%	6,725,802	-115,811	2024-02-29
SPDR® S&P 500 ETF Trust	1.192%	-0.777%	6,620,670	-51,824	2024-03-31
Fidelity 500 Index	1.192%	1.017%	6,618,190	66,609	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	6,426,904	40,895	2023-11-30
JPM US Equity Income-Composite	1.106%	-13.521%	6,144,020	-960,604	2024-03-31
iShares Core S&P 500 ETF	1.030%	0.742%	5,720,607	42,112	2024-03-28
Victory Sycamore Established Value R	0.900%	2.250%	5,000,000	110,000	2024-03-31
SPDR® S&P Dividend ETF	0.845%	1.375%	4,692,410	63,635	2024-03-31
Vanguard Value Index Inv	0.831%	0.134%	4,617,774	6,156	2024-03-31
JPMorgan Equity Premium Income ETF	0.729%	-3.807%	4,018,898	-159,061	2023-06-30
Vanguard Mid-Cap Value ETF	0.705%	-3.865%	3,917,135	-157,483	2024-03-31
JPM US Mid Cap Value-Composite	0.700%	0.000%	3,860,155	0	2023-06-30
JPMorgan Mid Cap Value L	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 Windsor™ II Inv	0.655%	0.000%	3,638,000	0	2023-12-31
Vanguard Institutional Index I	0.653%	-0.357%	3,624,725	-12,971	2024-03-31
iShares MSCI USA Min Vol Factor ETF	0.648%	-0.182%	3,574,609	-6,522	2024-01-31
Vanguard Utilities ETF	0.629%	-0.908%	3,468,966	-31,789	2023-08-31
Capital Group American Mutual Comp	0.602%	-0.034%	3,343,483	-1,123	2023-12-31