XCEL ENERGY INC hedge fund holdings
XELNASDAQ$71.49+0.09 (+0.13%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
XEL · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-11.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 335 | 280 | $2.41B | $1.48B | 1,070 | Aug 14, 2025 |
| Q3 2025 | 372 | 227 | $4.92B | $1.46B | 1,130 | Nov 14, 2025 |
| Q4 2025 | 364 | 257 | $3.49B | $3.31B | 1,189 | Feb 14, 2026 |
| Q1 2026 | 356 | 324 | $4.21B | $3.78B | 1,215 | May 15, 2026 |
| Q2 2026 | 376 | 270 | $3.72B | $2.09B | 1,216 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
1,216 filersNew position
88$199M+2.48M sh
Increased
288$3.52B+43.8M sh
Reduced
207-$1.91B-23.8M sh
Out / sold
63-$184M-2.3M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Massachusetts Financial Services Co | Reduce 10.01% | -$146M | $1.32B | 0.42% | Aug 3, 2026 |
| OMERS ADMINISTRATION Corp | Reduce 77.85% | -$112M | $31.9M | 0.19% | Aug 13, 2026 |
| Merewether Investment Management, LP | Reduce 57.23% | -$70.4M | $52.6M | 0.99% | Aug 14, 2026 |
| Voloridge Investment Management, LLC | Added 186.06% | +$60.6M | $93.2M | 0.40% | Aug 14, 2026 |
| Perpetual Ltd | New Buy | +$55.3M | $55.3M | 0.79% | Jul 15, 2026 |
| Aristotle Capital Management, LLC | Reduce 5.83% | -$52M | $840M | 1.76% | Aug 14, 2026 |
| Electron Capital Partners, LLC | Added 31.45% | +$48.5M | $203M | 8.09% | Aug 14, 2026 |
| Magellan Asset Management Ltd | Added 21.66% | +$40.3M | $226M | 5.06% | Aug 13, 2026 |
| Freestone Grove Partners LP | Reduce 38.57% | -$40.2M | $64.1M | 0.41% | Aug 14, 2026 |
| Clean Energy Transition LLP | New Buy | +$34.6M | $34.6M | 2.41% | Aug 14, 2026 |
| Primecap Management Co | Added 640.75% | +$34.5M | $39.9M | 0.02% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Added 126.65% | +$32.7M | $58.5M | 0.03% | Aug 14, 2026 |
| Treasurer of the State of North Carolina | Reduce 53.60% | -$29.7M | $25.7M | 0.07% | Aug 14, 2026 |
| Jefferies Financial Group Inc. | Added 808.57% | +$28.1M | $31.6M | 0.21% | Aug 17, 2026 |
| FIL Ltd | Added 1259.90% | +$28M | $30.3M | 0.02% | Aug 13, 2026 |
| Adage Capital Partners GP, L.L.C. | Added 18.13% | +$22.9M | $149M | 0.21% | Aug 14, 2026 |
| Capitolis Liquid Global Markets LLC | Reduce 81.21% | -$22.8M | $5.28M | 0.02% | Aug 13, 2026 |
| Tidal Investments LLC | Added 118.33% | +$22M | $40.6M | 0.07% | Aug 13, 2026 |
| SIR Capital Management, L.P. | Sell 100% | -$22M | $0 | 0.00% | Aug 14, 2026 |
| Cohen & Steers, Inc. | Added 12.97% | +$19.4M | $169M | 0.27% | Aug 14, 2026 |
| Zurich Insurance Group Ltd | Reduce 30.77% | -$19.3M | $43.3M | 0.30% | Aug 14, 2026 |
| Covalis Capital LLP | Reduce 53.59% | -$17.2M | $14.9M | 0.84% | Aug 13, 2026 |
| Credit Agricole S A | Added 853.35% | +$16.7M | $18.7M | 0.04% | Aug 14, 2026 |
| Reaves W H & Co Inc | Reduce 5.37% | -$15.3M | $270M | 4.09% | Jul 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 16.83% | +$15M | $104M | 0.07% | Aug 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 12.59% | +$14.2M | $127M | 0.07% | Aug 7, 2026 |
| Ceredex Value Advisors LLC | Sell 100% | -$14.1M | $0 | 0.00% | Aug 11, 2026 |
| Pictet Asset Management Holding SA | Added 1.88% | +$13.4M | $726M | 0.69% | Jul 30, 2026 |
| ING Groep NV | Sell 100% | -$13.3M | $0 | 0.00% | Aug 13, 2026 |
| Defiance ETFs, LLC | Added 261.80% | +$13M | $18M | 0.24% | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | Reduce 39.26% | -$12.1M | $18.7M | 0.30% | Aug 14, 2026 |
| Bridgewater Associates, LP | New Buy | +$11.6M | $11.6M | 0.05% | Aug 14, 2026 |
| Sourcerock Group LLC | Reduce 46.75% | -$11.5M | $13.2M | 0.68% | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 4.00% | +$8.48M | $221M | 0.48% | Aug 6, 2026 |
| APG Asset Management N.V. | Added 38.77% | +$8.15M | $29.2M | 0.07% | Aug 12, 2026 |
| Nomura Asset Management International Inc. | Reduce 10.21% | -$8.12M | $71.4M | 0.11% | Aug 14, 2026 |
| HITE Hedge Asset Management LLC | Reduce 8.56% | -$7.97M | $85.2M | 4.66% | Aug 14, 2026 |
| Kayne Anderson Capital Advisors LP | Sell 100% | -$7.74M | $0 | 0.00% | Aug 11, 2026 |
| Cbre Investment Management Listed Real Assets LLC | Added 3.67% | +$7.65M | $216M | 3.01% | Aug 14, 2026 |
| Aberdeen Group plc | Reduce 46.06% | -$7.42M | $8.69M | 0.01% | Jul 31, 2026 |
| Ilmarinen Mutual Pension Insurance Co | Sell 100% | -$7.39M | $0 | 0.00% | Aug 13, 2026 |
| Edgestream Partners, L.P. | Added 251.12% | +$7.21M | $10.1M | 0.30% | Aug 11, 2026 |
| Greenland Capital Management LP | New Buy | +$6.94M | $6.94M | 0.85% | Aug 12, 2026 |
| Rakuten Investment Management, Inc. | Reduce 35.83% | -$6.89M | $12.3M | 0.04% | Aug 18, 2026 |
| Jain Global LLC | Sell 100% | -$6.82M | $0 | 0.00% | Aug 14, 2026 |
| Mizuho Markets Americas LLC | Added 9.95% | +$6.43M | $71.1M | 1.12% | Jul 24, 2026 |
| SummitTX Capital, L.P. | Reduce 38.31% | -$6.26M | $10.1M | 0.26% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 7.94% | -$6.26M | $72.5M | 0.04% | Aug 11, 2026 |
| Sone Capital Management, LLC | Reduce 42.81% | -$5.94M | $7.94M | 0.60% | Aug 14, 2026 |
| Fideuram Asset Management (Ireland) dac | Added 2397.03% | +$5.91M | $6.16M | 0.12% | Jul 23, 2026 |
| Macquarie Group Ltd | Added 11.73% | +$5.87M | $55.9M | 0.24% | Aug 14, 2026 |
| Van Eck Associates Corp | Added 24.95% | +$5.84M | $29.2M | 0.02% | Aug 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | Added 4.80% | +$5.58M | $122M | 0.07% | Jul 30, 2026 |
| Qsemble Capital Management, LP | Reduce 61.21% | -$5.51M | $3.49M | 0.45% | Aug 3, 2026 |
| Korea Investment CORP | Added 25.57% | +$5.49M | $27M | 0.05% | Aug 12, 2026 |
| Vontobel Holding Ltd. | Reduce 77.24% | -$5.38M | $1.58M | 0.01% | Aug 3, 2026 |
| NEOS Investment Management LLC | Added 15.75% | +$5.14M | $37.8M | 0.14% | Aug 11, 2026 |
| Jennison Associates LLC | Reduce 3.28% | -$5.05M | $149M | 0.09% | Aug 3, 2026 |
| Quantinno Capital Management LP | Added 14.81% | +$5.04M | $39.1M | 0.05% | Aug 13, 2026 |
| BTG Pactual Asset Management US LLC | Added 45.36% | +$4.92M | $15.8M | 0.98% | Aug 14, 2026 |
| Walter Public Investments Inc. | New Buy | +$4.8M | $4.8M | 1.16% | Aug 5, 2026 |
| Tema ETFs LLC | Added 43.29% | +$4.77M | $15.8M | 0.51% | Jul 10, 2026 |
| Capital Fund Management S.A. | Reduce 15.44% | -$4.72M | $25.9M | 0.11% | Aug 13, 2026 |
| L & S Advisors Inc | Reduce 95.84% | -$4.69M | $204K | 0.02% | Aug 12, 2026 |
| Investment Management Corp of Ontario | Reduce 46.42% | -$4.53M | $5.23M | 0.07% | Aug 14, 2026 |
| Capital Innovations LLC | New Buy | +$4M | $4M | 1.04% | Aug 11, 2026 |
| Mizuho Securities USA LLC | Added 136.67% | +$3.91M | $6.77M | 0.06% | Jul 28, 2026 |
| Vanguard Investments Australia, Ltd. | Added 8.42% | +$3.89M | $50.1M | 0.12% | Aug 13, 2026 |
| National Pension Service | Added 6.30% | +$3.82M | $64.5M | 0.04% | Aug 13, 2026 |
| Newport Trust Company, LLC | Reduce 1.30% | -$3.81M | $290M | 0.70% | Aug 13, 2026 |
| Rafferty Asset Management, LLC | Added 23.93% | +$3.77M | $19.5M | 0.04% | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | Added 24.12% | +$3.47M | $17.8M | 0.03% | Aug 14, 2026 |
| Westerkirk Capital Inc. | New Buy | +$3.39M | $3.39M | 0.33% | Aug 10, 2026 |
| Axq Capital, LP | New Buy | +$3.24M | $3.24M | 0.35% | Aug 6, 2026 |
| Vise Technologies, Inc. | Added 193.91% | +$3.23M | $4.89M | 0.06% | Aug 11, 2026 |
| Union Bancaire Privee, UBP SA | Added 47.59% | +$3.18M | $9.86M | 0.11% | Jul 16, 2026 |
| Mn Services Vermogensbeheer B.V. | Reduce 17.70% | -$3.14M | $14.6M | 0.11% | Jul 31, 2026 |
| Oak Thistle LLC | Added 1046.59% | +$3M | $3.28M | 0.32% | Jul 21, 2026 |
| Illinois Municipal Retirement Fund | Added 36.88% | +$2.92M | $10.8M | 0.12% | Aug 12, 2026 |
| Alps Advisors Inc | Added 212.07% | +$2.84M | $4.17M | 0.02% | Jul 29, 2026 |
| Ossiam | Added 4507.79% | +$2.6M | $2.66M | 0.04% | Aug 13, 2026 |
| MUFG Securities EMEA plc | Added 130.79% | +$2.55M | $4.5M | 0.05% | Aug 12, 2026 |
| Delta Global Management LP | Sell 100% | -$2.38M | $0 | 0.00% | Aug 13, 2026 |
| Resolution Capital Ltd | Added 36.29% | +$2.37M | $8.9M | 0.16% | Aug 14, 2026 |
| Vennlight Capital Management, LP | New Buy | +$2.22M | $2.22M | 1.49% | Aug 14, 2026 |
| LRT Capital Management, LLC | New Buy | +$2.21M | $2.21M | 1.44% | Aug 14, 2026 |
| State of Michigan Retirement System | Added 17.41% | +$2.16M | $14.6M | 0.06% | Jul 30, 2026 |
| Banque Pictet & Cie SA | Sell 100% | -$2.13M | $0 | 0.00% | Jul 24, 2026 |
| iSAM Funds (UK) Ltd | Sell 100% | -$2.07M | $0 | 0.00% | Aug 12, 2026 |
| Daiwa Securities Group Inc. | Reduce 9.82% | -$2.01M | $18.5M | 0.04% | Jul 31, 2026 |
| Soros Fund Management LLC | Added 4.89% | +$2M | $42.8M | 0.53% | Aug 14, 2026 |
| Nordea Investment Management AB | Reduce 1.14% | -$1.95M | $169M | 0.14% | Aug 5, 2026 |
| Vestcor Inc | Reduce 11.94% | -$1.91M | $14.1M | 0.35% | Aug 11, 2026 |
| CIBC Asset Management Inc | Added 7.98% | +$1.89M | $25.6M | 0.06% | Aug 3, 2026 |
| University of Texas/Texas Am Investment Management Co | Reduce 75.25% | -$1.81M | $596K | 0.07% | Aug 3, 2026 |
| Energy Income Partners, LLC | Added 2.19% | +$1.76M | $82.1M | 1.29% | Aug 7, 2026 |
| Saudi Central Bank | Added 100.11% | +$1.76M | $3.51M | 0.05% | Jul 30, 2026 |
| Advocate Group LLC | Added 29.32% | +$1.72M | $7.57M | 1.14% | Jul 17, 2026 |
| USS Investment Management Ltd | Reduce 23.81% | -$1.7M | $5.45M | 0.02% | Aug 11, 2026 |
| Zions Bancorporation, National Association | Reduce 36.64% | -$1.66M | $2.87M | 0.17% | Jul 31, 2026 |