Xcel Energy Ownership | Who Owns Xcel Energy?
Xcel Energy Ownership Summary
Xcel Energy is owned by 56.80% institutional investors, 0.40% insiders, and 42.79% retail investors. Vanguard group is the largest institutional shareholder, holding 13.09% of XEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.26% of its assets in Xcel Energy shares.
XEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Xcel Energy | 56.80% | 0.40% | 42.79% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 73.83M | 13.09% | $4.99B |
| Blackrock funding, inc. /de | 47.84M | 8.48% | $3.23B |
| Blackrock | 45.85M | 8.25% | $2.45B |
| State street | 34.82M | 6.26% | $1.88B |
| Price t rowe associates inc /md/ | 19.70M | 3.49% | $1.33B |
| Jpmorgan chase | 19.29M | 3.42% | $1.30B |
| Massachusetts financial services co /ma/ | 17.61M | 3.12% | $1.19B |
| Geode capital management | 15.18M | 2.69% | $1.03B |
| Aristotle capital management | 13.69M | 2.46% | $731.18M |
| Goldman sachs group | 7.73M | 1.37% | $521.97M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lsp investment advisors | 702.00K | 33.08% | $47.40M |
| Opus investment management | 91.71K | 4.57% | $6.19M |
| Zimmer partners, lp | 3.67M | 4.27% | $247.61M |
| Bruce | 194.50K | 4.22% | $13.13M |
| Electron capital partners | 992.12K | 3.48% | $66.99M |
| Decade renewable partners lp | 100.70K | 3.33% | $6.80M |
| Hite hedge asset management | 656.80K | 3.24% | $44.35M |
| Teilinger capital | 250.00K | 2.96% | $16.88M |
| Yaupon capital management lp | 1.00M | 2.79% | $67.52M |
| Reaves w h | 1.46M | 2.59% | $98.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Newport trust | 4.10M | 0.67% | 4.10M |
| Fmr | 6.61M | 0.03% | 3.58M |
| Zimmer partners, lp | 3.67M | 4.27% | 3.45M |
| Pictet asset management sa | 4.88M | 0.36% | 3.43M |
| Janus henderson group | 4.02M | 0.14% | 3.18M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wells fargo & company/mn | 1.79M | 0.03% | -4.35M |
| Blackrock | 45.85M | 0.06% | -2.98M |
| Morgan stanley | 7.51M | 0.03% | -1.49M |
| Prudential financial | 324.14K | 0.03% | -1.38M |
| Magellan asset management | 2.40M | 1.78% | -1.35M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Newport trust | 4.10M | 0.67% | 4.10M | $277.08M |
| Raymond james financial | 1.24M | 0.03% | 1.24M | $83.65M |
| Yaupon capital management lp | 1.00M | 2.79% | 1.00M | $67.52M |
| Cohen & steers | 685.70K | 0.09% | 685.70K | $46.30M |
| Aventail capital group, lp | 569.51K | 1.97% | 569.51K | $38.45M |
Sold Out
| Holder | Change |
|---|---|
| West branch capital | -1.00 |
| Mendota financial group | -1.00 |
| Financial gravity asset management | -6.00 |
| Rakuten securities | -6.00 |
| Westend advisors | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 825 | -21.13% | 320,378,247 | -29.65% | 56 | 0.87% | 426 | -19.17% | 235 | -30.27% |
| Sep 30, 2024 | 1,039 | 5.06% | 455,226,872 | 4.53% | 80 | 1.32% | 523 | 9.64% | 333 | 2.46% |
| Jun 30, 2024 | 972 | -3.76% | 435,275,752 | 0.33% | 78 | 1.29% | 467 | 6.14% | 323 | -14.10% |
| Mar 31, 2024 | 1,010 | -1.66% | 433,837,232 | -0.11% | 78 | 1.27% | 440 | -17.45% | 376 | 17.50% |
| Dec 31, 2023 | 1,027 | 9.02% | 434,310,633 | 1.02% | 78 | 1.29% | 533 | 16.12% | 320 | 8.84% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 18.80M | 3.26% | 696.80K |
| Vanguard US Total Market Shares ETF | 17.70M | 3.07% | 119.56K |
| Vanguard Institutional 500 Index Trust | 15.96M | 2.77% | 35.15K |
| Vanguard Mid Cap Index Institutional | 12.82M | 2.23% | 417.38K |
| Invesco QQQ Trust | 11.82M | 2.06% | -10.25K |
| The Utilities Select Sector SPDR® ETF | 8.46M | 1.47% | 46.83K |
| MFS Large Cap Value Equity | 7.83M | 1.36% | -270.25K |
| MFS Value A | 7.83M | 1.36% | -44.05K |
| T. Rowe Price U.S. Value Equity Tr-Z | 7.22M | 1.25% | 61.65K |
| Fidelity 500 Index | 7.19M | 1.25% | 32.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 11, 2025 | Stockfish Devin W | - | Buy | $149.58K |
| Aug 16, 2024 | Prager Frank P | SVP, Strategy and External Aff | Sell | $121.44K |
| May 20, 2024 | O'Connor Timothy John | EVP, Chief Operations Officer | Sell | $979.47K |
| May 01, 2023 | Carter Brett C | EVP, Group President Utilitie | Sell | $2.12M |
| Apr 28, 2023 | O'Connor Timothy John | EVP, Chief Operations Officer | Sell | $1.09M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
XEL Ownership FAQ
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