Xcel Energy: which funds bought and sold
Institutions that bought and sold Xcel Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 643 institutions that filed 13F reports for both quarters added to or opened positions in Xcel Energy, and 463 cut or closed them. Together they added a net 26.2M shares, +4.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 7.1M shares (+5.3%); index fund managers were net buyers of 12.3M shares (+6.3%). 96 opened a new position and 74 sold out entirely.
Bought, Q2 2026 643 institutions, 96 of them new holders Sold, Q2 2026 463 institutions, 74 of them sold out
Net change, all compared +26.2M shares (+4.6%)
Net change, active managers +7.1M shares (+5.3%), 44 bought, 34 sold
Buyers versus sellers
643 bought 229 463 sold
Active managers and hedge funds 44 bought · 34 sold · +7.1M
Index fund managers 11 bought · 1 sold · +12.3M
Other institutions 588 bought · 428 sold · +6.8M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +7.0M +13.0% | 60.9M | $4.9B |
| FMR LLC Active manager | +4.4M +66.0% | 11.2M | $896M |
| Goldman Sachs Group Inc | +4.0M +56.9% | 11.0M | $883M |
| Barrow Hanley Mewhinney & Strauss LLC Active manager | +3.2M +58.2% | 8.8M | $708M |
| Bank Of Montreal | +2.7M +393.6% | 3.4M | $273M |
| Assenagon Asset Management S.A. | +2.3M +12416.4% | 2.3M | $188M |
| Capital Research Global Investors Active manager | +2.0M +7.5% | 29.3M | $2.4B |
| State Street Corp Index funds | +1.8M +4.8% | 38.9M | $3.1B |
| Brookfield Corp | +1.6M New position | 1.6M | $131M |
| Deutsche Bank Ag\ | +1.4M +34.5% | 5.4M | $434M |
| Vanguard Capital Management LLC Index funds | +1.3M +3.2% | 40.8M | $3.3B |
| CIBC Bancorp Usa Inc. | +1.3M +555.1% | 1.5M | $121M |
| Geode Capital Management, LLC Index funds | +1.0M +6.2% | 18.0M | $1.4B |
| BNP Paribas Financial Markets | +849K +39.2% | 3.0M | $242M |
| Vanguard Portfolio Management LLC Index funds | +835K +2.4% | 35.6M | $2.9B |
| Voloridge Investment Management, LLC Hedge fund | +755K +186.1% | 1.2M | $93.2M |
| Morgan Stanley | +725K +10.1% | 7.9M | $634M |
| Perpetual Ltd | +688K New position | 688K | $55.3M |
| Electron Capital Partners, LLC Hedge fund | +603K +31.4% | 2.5M | $203M |
| Citigroup Inc | +590K +68.9% | 1.4M | $116M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | +4.4M +66.0% | 11.2M | $896M |
| Barrow Hanley Mewhinney & Strauss LLC Active manager | +3.2M +58.2% | 8.8M | $708M |
| Capital Research Global Investors Active manager | +2.0M +7.5% | 29.3M | $2.4B |
| Voloridge Investment Management, LLC Hedge fund | +755K +186.1% | 1.2M | $93.2M |
| Electron Capital Partners, LLC Hedge fund | +603K +31.4% | 2.5M | $203M |
| Magellan Asset Management Ltd Active manager | +502K +21.7% | 2.8M | $226M |
| Squarepoint Ops LLC Hedge fund | +431K +116.7% | 800K | $64.2M |
| Primecap Management Co Active manager | +429K +640.7% | 496K | $39.9M |
| Verition Fund Management LLC Hedge fund | +399K +12380.6% | 402K | $32.3M |
| Point72 Asset Management, L.P. Hedge fund | +378K +37.0% | 1.4M | $112M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Jpmorgan Chase & Co | −7.0M −24.2% | 21.7M | $1.8B |
| Massachusetts Financial Services Co Active manager | −1.8M −10.0% | 16.3M | $1.3B |
| Qube Research & Technologies Ltd Hedge fund | −1.5M −51.4% | 1.4M | $111M |
| Omers Administration Corp | −1.4M −77.9% | 397K | $31.9M |
| Amundi | −1.3M −57.6% | 938K | $75.4M |
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | −1.1M Sold out | 0 | — |
| Merewether Investment Management, LP | −877K −57.2% | 655K | $52.6M |
| Aristotle Capital Management, LLC Active manager | −647K −5.8% | 10.5M | $840M |
| Two Sigma Investments, LP Hedge fund | −594K −88.2% | 80K | $6.4M |
| UBS Group AG | −554K −17.1% | 2.7M | $215M |
| Price T Rowe Associates Inc Active manager | −529K −7.0% | 7.0M | $565M |
| Freestone Grove Partners LP Hedge fund | −501K −38.6% | 798K | $64.1M |
| Federated Hermes, Inc. Active manager | −454K −15.6% | 2.5M | $197M |
| Tortoise Capital Advisors, L.L.C. | −441K Sold out | 0 | — |
| Panagora Asset Management Inc Active manager | −410K −99.2% | 3,109 | $249,653 |
| Treasurer Of The State Of North Carolina | −369K −53.6% | 320K | $25.7M |
| Renaissance Technologies LLC Hedge fund | −341K −62.6% | 203K | $16.3M |
| California Public Employees Retirement System | −310K −29.0% | 759K | $60.9M |
| Zimmer Partners, LP Hedge fund | −306K −11.6% | 2.3M | $187M |
| Capitolis Liquid Global Markets LLC | −284K −81.2% | 66K | $5.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Massachusetts Financial Services Co Active manager | −1.8M −10.0% | 16.3M | $1.3B |
| Qube Research & Technologies Ltd Hedge fund | −1.5M −51.4% | 1.4M | $111M |
| Aristotle Capital Management, LLC Active manager | −647K −5.8% | 10.5M | $840M |
| Two Sigma Investments, LP Hedge fund | −594K −88.2% | 80K | $6.4M |
| Price T Rowe Associates Inc Active manager | −529K −7.0% | 7.0M | $565M |
| Freestone Grove Partners LP Hedge fund | −501K −38.6% | 798K | $64.1M |
| Federated Hermes, Inc. Active manager | −454K −15.6% | 2.5M | $197M |
| Panagora Asset Management Inc Active manager | −410K −99.2% | 3,109 | $249,653 |
| Renaissance Technologies LLC Hedge fund | −341K −62.6% | 203K | $16.3M |
| Zimmer Partners, LP Hedge fund | −306K −11.6% | 2.3M | $187M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Brookfield Corp | 1.6M | $131M |
| Perpetual Ltd | 688K | $55.3M |
| Clean Energy Transition LLP | 431K | $34.6M |
| Stonex Group Inc. | 177K | $14.7M |
| Trexquant Investment LPHedge fund | 160K | $12.8M |
| Bridgewater Associates, LPHedge fund | 144K | $11.6M |
| Janney Montgomery Scott LLC | 140K | $11.2M |
| Engineers Gate Manager LPHedge fund | 98K | $7.9M |
| Ausbil Investment Management Ltd | 94K | $7.5M |
| Greenland Capital Management LP | 86K | $6.9M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 1.1M | $83.4M |
| Tortoise Capital Advisors, L.L.C. | 441K | $35M |
| Sir Capital Management, L.P. | 276K | $22M |
| Ceredex Value Advisors LLC | 178K | $14.1M |
| ING Groep NV | 168K | $13.3M |
| Kayne Anderson Capital Advisors LP | 97K | $7.7M |
| Ilmarinen Mutual Pension Insurance Co | 93K | $7.4M |
| Y-Intercept (Hong Kong) Ltd | 88K | $7M |
| Jain Global LLCHedge fund | 86K | $6.8M |
| Headlands Technologies LLC | 50K | $4M |
Who holds the shares
- Institutions reporting
- 1,275
- Ten largest holders
- 52.3% of 13F-reported shares
- Index fund managers
- 35.0% of 13F-reported shares
- Active managers and hedge funds
- 23.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 44 | 34 | 5 | 5 | +7.1M | +5.3% |
| Index fund managers | 11 | 1 | 0 | 0 | +12.3M | +6.3% |
| Other institutions | 588 | 428 | 91 | 69 | +6.8M | +2.8% |