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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -203,146 | -19.7% | 826,350 | $66.36M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -5,109 | -27.5% | 13,454 | $1.08M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +3,156 | +9.2% | 37,442 | $3.01M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +1,770,356 | +4.8% | 38,896,012 | $3.15B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -7,800 | -60.4% | 5,122 | $411.30K | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +1,055 | — | 1,055 | $84.72K | Q2 2026 | Sep 18, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +7 | +0.5% | 1,498 | $120.29K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -20,005 | -45.7% | 23,795 | $1.91M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -12 | -0.0% | 617,452 | $49.58M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +1,095 | +66.3% | 2,746 | $220.50K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -12,262 | -2.0% | 604,296 | $48.53M | Q2 2026 | Sep 03, 2026 |
| Allianz Asset Management Gmbh | Buy | +313,676 | +10366.0% | 316,702 | $25.43M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +9,916 | +1.4% | 710,776 | $57.08M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +64 | +87.7% | 137 | $11.00K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +40,239 | +38.2% | 145,686 | $11.70M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +41,742 | +6.1% | 726,220 | $58.32M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Buy | +72 | +4.4% | 1,699 | $136.43K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Buy | +1,154,535 | +6158.2% | 1,173,283 | $94.21M | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Buy | +528 | — | 528 | $42.40K | Q2 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | Buy | +236 | +0.5% | 46,396 | $3.72M | Q2 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -78 | -2.8% | 2,718 | $218.25K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +27,319 | +35.4% | 104,400 | $8.38M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -879 | -17.4% | 4,167 | $334.61K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -153 | -1.5% | 9,939 | $798.13K | Q2 2026 | Aug 19, 2026 |
| Rakuten Investment Management, Inc. | Sell | -83,988 | -35.8% | 150,401 | $12.33M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -8,897 | -20.7% | 33,993 | $2.73M | Q2 2026 | Aug 18, 2026 |
| Fulcrum Asset Management Llp | Sell | -6,568 | -98.9% | 70 | $5.74K | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +1,192 | +23.9% | 6,189 | $496.98K | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Buy | +2 | +0.1% | 3,068 | $246.38K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +350,055 | +808.6% | 393,348 | $31.59M | Q2 2026 | Aug 17, 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.
Related XEL Institutional Insights
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- XEL Insider Trading & SEC Form 4 Activity
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