Who owns Xcel Energy (XEL)?
138 holders named in SEC filings declare between 60.4% and 90.5% of Xcel Energy's shares outstanding, as of Jun 30, 2026. The largest are Vanguard (13.3%), BlackRock (9.7%) and State Street (6.2%); the five largest hold 38.8% together. Another 1,149 institutions hold small positions worth 5.2%. At least 4.3% of the shares appear in no ownership filing: investors who do not have to report, mostly individuals. From Mar 31, 2026 to Jun 30, 2026, institutions that filed both quarters bought 7.8% and sold 4.3% of the shares, a net purchase of 3.5%; 92 opened a position, 533 added, 388 reduced and 72 sold out. Biggest buyers: BlackRock (+7.0M shares) and Fidelity (FMR) (+4.4M shares). Biggest sellers: JPMorgan (-7.0M) and MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (-1.8M). Over time, 1,275 managers declared Xcel Energy in their 13F for Q2 2026, against 819 for Q4 2019: together at most 95.7% of the shares outstanding, against 76.7%.
| Holder | Filing | Share of capital | As of | Holding since (13F) |
|---|---|---|---|---|
| Vanguard | 13F | 13.3% | Jun 30, 2026 | Q4 2019 or earlier |
| BlackRock | 13F | 9.7% | Jun 30, 2026 | Q4 2019 or earlier |
| State Street | 13F | 6.2% | Jun 30, 2026 | Q4 2019 or earlier |
| Bank of America | 13F | 4.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Capital Group | 13F | 4.7% | Jun 30, 2026 | Q4 2019 or earlier |
| JPMorgan | 13F | 3.5% | Jun 30, 2026 | Q4 2019 or earlier |
| Invesco | 13F | 3.4% | Jun 30, 2026 | Q4 2019 or earlier |
| Geode Capital | 13F | 2.9% | Jun 30, 2026 | Q4 2019 or earlier |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 13F | 2.6% | Jun 30, 2026 | Q4 2019 or earlier |
| Fidelity (FMR) | 13F | 1.8% | Jun 30, 2026 | Q4 2019 or earlier |
| GQG Partners LLC | 13F | 1.8% | Jun 30, 2026 | Q2 2025 |
| Goldman Sachs | 13F | 1.8% | Jun 30, 2026 | Q4 2019 or earlier |
| Aristotle Capital Management, LLC | 13F | 1.7% | Jun 30, 2026 | Q1 2022 |
| PICTET ASSET MANAGEMENT SA | 13F | 1.4% | Jun 30, 2026 | Q3 2023 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13F | 1.4% | Jun 30, 2026 | Q3 2024 |
| Morgan Stanley | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| Franklin Templeton | 13F | 1.3% | Jun 30, 2026 | Q4 2019 or earlier |
| T. Rowe Price | 13F | 1.1% | Jun 30, 2026 | Q4 2019 or earlier |
| Legal & General | 13F | 1.0% | Jun 30, 2026 | Q4 2019 or earlier |
| UBS | 13F | 0.93% | Jun 30, 2026 | Q4 2019 or earlier |
| Deutsche Bank | 13F | 0.87% | Jun 30, 2026 | Q4 2019 or earlier |
| Northern Trust | 13F | 0.84% | Jun 30, 2026 | Q4 2019 or earlier |
| Charles Schwab | 13F | 0.67% | Jun 30, 2026 | Q4 2019 or earlier |
| ROYAL BANK OF CANADA | 13F | 0.59% | Jun 30, 2026 | Q4 2019 or earlier |
| Newport Trust Company, LLC | 13F | 0.58% | Jun 30, 2026 | Q4 2024 |
Xcel Energy institutional ownership over time
| Quarter | 13F managers | Share of the company (upper bound) | Value declared | Held by stock pickers |
|---|---|---|---|---|
| Q4 2019 | 819 | 76.7% | $25.6B | 55.5% |
| Q4 2020 | 863 | 76.0% | $26.6B | 56.8% |
| Q4 2021 | 888 | 75.3% | $27.5B | 54.1% |
| Q4 2022 | 966 | 77.2% | $29.6B | 51.2% |
| Q4 2023 | 1,002 | 78.6% | $26.9B | 49.1% |
| Q4 2024 | 1,100 | 84.6% | $32.8B | 49.1% |
| Q4 2025 | 1,243 | 95.6% | $41.8B | 49.8% |
| Q2 2026 | 1,275 | 95.7% | $48.0B | 49.2% |
From SEC Form 13F, every quarter since the end of 2019, read like the current quarter: entities of a house summed, a value contradicting its share count set aside. The share of the company is an upper bound — two managers can declare the same shares — over the shares outstanding at that date.