XCEL ENERGY INC (XEL) Institutional Ownership Changes & 13F Activity
XCEL ENERGY INC (XEL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Assenagon Asset Management S.A., Envestnet Asset Management Inc, California State Teachers Retirement System, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Burkett Financial Services, Llc | Buy | +322 | +38.7% | 1,153 | $81.28K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -826,350 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -37,442 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -13,454 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -38,896,012 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -5,122 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Silicon Valley Capital Partners | Sell | -10 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -1,055 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,498 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -48 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -617,452 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -23,795 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -2,746 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -604,296 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 03, 2026 |
| Citadel Advisors Llc | Sell | -710,776 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -316,702 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -902 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -137 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -145,686 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -726,220 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -1,699 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -1,173,283 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -46,396 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -2,718 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -528 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -104,400 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -9,939 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -4,167 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -500 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Sell | -150,401 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
Frequently asked questions about XEL activity
Which institutional owners are buying XEL?
Institutional owners buying XEL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XEL activity?
"Buy" means an investor increased their reported position in XEL compared to the prior reporting period. This reflects growing exposure to XCEL ENERGY INC (XEL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XEL increasing?
Institutional interest in XEL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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