Xcel Energy Inc (XEL) Ownership

70.05 ↑0.00 (0.00%)

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 72.2 million shares. Combined, the top 31 institutional holders of XEL own 69.32% of the company with a total of 394.9 million shares.

In the latest ownership report on June 30th 2024, the top 31 institutional holders increased their combined ownership of XEL by 1.6 million shares. 12 institutions bought 12,930,777 total additional shares and increased their ownership by an average of 18.83%. However 9 institutions sold 11,346,694 total shares and decreased their ownership by an average of 8.28%.

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 1,584,083 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	12.578%	0.179%	72,226,353	128,923	2024-06-30
BlackRock Inc	7.985%	-6.106%	45,853,548	-2,981,895	2024-06-30
State Street Corp	6.064%	6.769%	34,819,577	2,207,614	2024-06-30
JPMorgan Chase & Co	3.416%	0.997%	19,615,091	193,539	2024-06-30
Morgan Stanley - Brokerage Accounts	2.614%	-16.517%	15,011,756	-2,970,040	2024-06-30
Geode Capital Management, LLC	2.490%	3.268%	14,299,912	452,501	2024-06-30
Massachusetts Financial Services Company	2.490%	-16.899%	14,298,016	-2,907,516	2024-06-30
Aristotle Capital Management LLC	2.384%	-3.630%	13,689,988	-515,601	2024-06-30
T. Rowe Price Associates, Inc.	2.227%	69.317%	12,787,894	5,235,269	2024-06-30
Victory Capital Management Inc.	1.321%	-5.962%	7,587,563	-481,070	2024-06-30
Goldman Sachs Group Inc	1.111%	16.999%	6,379,304	926,837	2024-06-30
Wells Fargo & Co	1.109%	1.885%	6,365,277	117,748	2024-06-30
Legal & General Group PLC	1.095%	-3.219%	6,286,275	-209,097	2024-06-30
Bank of America Corp	1.014%	20.879%	5,824,441	1,006,033	2024-06-30
Northern Trust Corp	0.929%	1.542%	5,331,812	80,946	2024-06-30
Amvescap Plc.	0.870%	-17.657%	4,998,107	-1,071,722	2024-06-30
Franklin Resources Inc	0.865%	-2.923%	4,965,331	-149,524	2024-06-30
Millennium Management LLC	0.747%	83.861%	4,290,943	1,957,146	2024-06-30
Bank of New York Mellon Corp	0.658%	-1.569%	3,778,037	-60,229	2024-06-30
FMR Inc	0.616%	4.762%	3,537,391	160,803	2024-06-30
Magellan Asset Management Limited	0.620%	15.479%	3,457,204	463,418	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.578%	0.179%	72,226,353	128,923	2024-06-30
BlackRock Inc	7.985%	-6.106%	45,853,548	-2,981,895	2024-06-30
State Street Corp	6.064%	6.769%	34,819,577	2,207,614	2024-06-30
State Street Corporation	5.850%	10.817%	32,611,963	3,183,285	2024-03-31
JPMorgan Chase & Co	3.416%	0.997%	19,615,091	193,539	2024-06-30
T. Rowe Price Investment Management,Inc.	3.006%	-22.504%	16,700,319	-4,849,542	2023-12-31
Morgan Stanley - Brokerage Accounts	2.614%	-16.517%	15,011,756	-2,970,040	2024-06-30
Geode Capital Management, LLC	2.490%	3.268%	14,299,912	452,501	2024-06-30
Massachusetts Financial Services Company	2.490%	-16.899%	14,298,016	-2,907,516	2024-06-30
Aristotle Capital Management LLC	2.384%	-3.630%	13,689,988	-515,601	2024-06-30
T. Rowe Price Associates, Inc.	2.227%	69.317%	12,787,894	5,235,269	2024-06-30
Royal Bank of Canada	1.540%	1.821%	8,554,585	152,951	2023-12-31
Victory Capital Management Inc.	1.321%	-5.962%	7,587,563	-481,070	2024-06-30
Goldman Sachs Group Inc	1.111%	16.999%	6,379,304	926,837	2024-06-30
Wells Fargo & Co	1.109%	1.885%	6,365,277	117,748	2024-06-30
Legal & General Group PLC	1.095%	-3.219%	6,286,275	-209,097	2024-06-30
Ameriprise Financial Inc	1.092%	-1.944%	6,025,587	-119,481	2023-06-30
Bank of America Corp	1.014%	20.879%	5,824,441	1,006,033	2024-06-30
Northern Trust Corp	0.929%	1.542%	5,331,812	80,946	2024-06-30
Deutsche Bank AG	0.968%	5.845%	5,328,191	294,235	2022-12-31
Amvescap Plc.	0.870%	-17.657%	4,998,107	-1,071,722	2024-06-30
Franklin Resources Inc	0.865%	-2.923%	4,965,331	-149,524	2024-06-30
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
Bank of New York Mellon Corp	0.658%	-1.569%	3,778,037	-60,229	2024-06-30
FMR Inc	0.616%	4.762%	3,537,391	160,803	2024-06-30
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

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Xcel Energy Inc (XEL), owning a total of 17.7 million shares. Combined, the top 37 mutual fund holders of XEL own 45.76% of the company with a total of 258.7 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of XEL by 1.3 million shares. 3 funds bought 56,101 total additional shares and increased their ownership by an average of 0.27%. However 2 funds sold 1,319,909 total shares and decreased their ownership by an average of 9.73%.

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 -1,263,808 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Invesco QQQ Trust	1.880%	-0.462%	10,793,946	-50,120	2024-10-31
The Utilities Select Sector SPDR® ETF	1.453%	0.134%	8,341,520	11,129	2024-10-31
SPDR® S&P 500® ETF Trust	1.184%	0.524%	6,796,808	35,431	2024-10-31
iShares Core S&P 500 ETF	1.081%	0.154%	6,206,043	9,541	2024-10-31
SPDR® S&P Dividend ETF	0.943%	-19.003%	5,412,176	-1,269,789	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.082%	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	2.543%	0.484%	14,602,359	70,379	2024-09-30
Vanguard 500 Index Investor	2.404%	0.621%	13,259,511	81,881	2023-08-31
Vanguard Mid Cap Index Institutional	2.056%	-0.700%	11,806,761	-83,236	2024-09-30
T. Rowe Price Capital Appreciation	1.947%	-22.158%	10,814,484	-3,078,353	2023-12-31
Invesco QQQ Trust	1.880%	-0.462%	10,793,946	-50,120	2024-10-31
The Utilities Select Sector SPDR® ETF	1.453%	0.134%	8,341,520	11,129	2024-10-31
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-Z	1.256%	78.060%	7,210,183	3,160,877	2024-09-30
Utilities Select Sector SPDR® ETF	1.248%	1.714%	6,931,402	116,800	2024-05-30
Fidelity 500 Index	1.194%	0.117%	6,853,393	8,019	2024-09-30
SPDR® S&P 500® ETF Trust	1.184%	0.524%	6,796,808	35,431	2024-10-31
MFS Large Cap Value (SMA)	1.222%	0.000%	6,789,300	6,789,300	2023-06-30
T. Rowe Price US Value Equity Composite	1.172%	72.913%	6,731,835	2,838,641	2024-09-30
T. Rowe Price Value	1.172%	7.642%	6,731,835	477,900	2024-09-30
SPDR® S&P 500 ETF Trust	1.180%	0.703%	6,557,985	45,780	2024-05-30
MFS Large Cap Value Equity	1.136%	-2.163%	6,525,091	-144,280	2024-09-30
MFS Value A	1.136%	-0.711%	6,525,091	-46,720	2024-09-30
Fidelity® 500 Index	1.165%	0.640%	6,426,904	40,895	2023-11-30
iShares Core S&P 500 ETF	1.081%	0.154%	6,206,043	9,541	2024-10-31
JPM US Equity Income-Composite	1.021%	-2.149%	5,861,287	-128,744	2024-09-30
JPMorgan Equity Income I	1.021%	-0.564%	5,861,287	-33,267	2024-09-30
SPDR® S&P Dividend ETF	0.943%	-19.003%	5,412,176	-1,269,789	2024-10-31
Vanguard Value Index Inv	0.820%	2.126%	4,708,088	97,998	2024-09-30
Victory Sycamore Established Value R	0.841%	-6.200%	4,690,000	-310,000	2024-06-30
JPMorgan Equity Premium Income ETF	0.729%	-3.807%	4,018,898	-159,061	2023-06-30
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
Vanguard Mid-Cap Value ETF	0.666%	0.264%	3,822,574	10,059	2024-09-30
JPMorgan US Equity L	0.686%	-22.091%	3,752,294	-1,063,984	2022-10-31
Vanguard Windsor™ II Inv	0.634%	0.000%	3,638,000	0	2024-09-30
iShares MSCI USA Min Vol Factor ETF	0.648%	-0.182%	3,574,609	-6,522	2024-01-31
Vanguard Institutional Index I	0.617%	-0.651%	3,543,792	-23,221	2024-09-30
Vanguard Utilities ETF	0.604%	1.569%	3,357,884	51,877	2024-05-31
Capital Group American Mutual Comp	0.601%	-0.146%	3,338,609	-4,874	2024-03-31
American Funds American Mutual A	0.601%	-0.146%	3,338,609	-4,874	2024-03-31