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 (Q2 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., Jefferies Financial Group Inc., Allianz Asset Management Gmbh, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-203,146-19.7%826,350$66.36MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-5,109-27.5%13,454$1.08MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+3,156+9.2%37,442$3.01MQ2 2026Sep 23, 2026
State Street CorpBuy+1,770,356+4.8%38,896,012$3.15BQ2 2026Sep 22, 2026
Andra Ap-FondenSell-7,800-60.4%5,122$411.30KQ2 2026Sep 22, 2026
Security National Bank Of Sioux City IowaBuy+1,055—1,055$84.72KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcBuy+7+0.5%1,498$120.29KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-20,005-45.7%23,795$1.91MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-12-0.0%617,452$49.58MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+1,095+66.3%2,746$220.50KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-12,262-2.0%604,296$48.53MQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+313,676+10366.0%316,702$25.43MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+9,916+1.4%710,776$57.08MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+64+87.7%137$11.00KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+40,239+38.2%145,686$11.70MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+41,742+6.1%726,220$58.32MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcBuy+72+4.4%1,699$136.43KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+1,154,535+6158.2%1,173,283$94.21MQ2 2026Aug 21, 2026
Gill Capital Partners, LlcBuy+528—528$42.40KQ2 2026Aug 20, 2026
Harvest Fund Management Co., LtdBuy+236+0.5%46,396$3.72MQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-78-2.8%2,718$218.25KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+27,319+35.4%104,400$8.38MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-879-17.4%4,167$334.61KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-153-1.5%9,939$798.13KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Sell-83,988-35.8%150,401$12.33MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-8,897-20.7%33,993$2.73MQ2 2026Aug 18, 2026
Fulcrum Asset Management LlpSell-6,568-98.9%70$5.74KQ2 2026Aug 18, 2026
Glenview Trust CoBuy+1,192+23.9%6,189$496.98KQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+2+0.1%3,068$246.38KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+350,055+808.6%393,348$31.59MQ2 2026Aug 17, 2026
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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.