Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

XCEL ENERGY INC · COM · quarter ended 2026-03-31 · 7 members disclosed XEL ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,004 holders are listed, largest first: 1,004
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $39.1B
holders whose share count rose or who opened the position (new + add), by shares: 462
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 107

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of XEL ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.3B	53,911,407	+1,240,088	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$3.1B	39,489,162	—	NO PRIOR
3	STATE STREET CORP	$3.0B	37,125,656	+785,011	ADD
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.8B	34,776,475	—	NO PRIOR
5	BANK OF AMERICA CORP /DE/	$2.3B	29,441,811	+1,637,890	ADD
6	Capital Research Global Investors	$2.2B	27,258,524	+23,727,062	ADD
7	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.4B	18,078,640	−736,127	TRIM
8	GEODE CAPITAL MANAGEMENT, LLC	$1.3B	16,994,532	+498,408	ADD
9	GQG Partners LLC	$889M	11,193,162	−1,141,394	TRIM
10	Aristotle Capital Management, LLC	$882M	11,106,321	−472,597	TRIM
11	Pictet Asset Management Holding SA	$705M	8,871,863	+2,399,089	ADD
12	Invesco Ltd.	$641M	8,074,798	+151,913	ADD
13	FRANKLIN RESOURCES INC	$617M	7,767,142	+939,879	ADD
14	MORGAN STANLEY	$570M	7,169,719	+176,593	ADD
15	FMR LLC	$534M	6,719,206	+360,155	ADD
16	Legal & General Group Plc	$493M	6,201,035	−42,462	TRIM
17	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$443M	5,572,658	−136,725	TRIM
18	NORTHERN TRUST CORP	$407M	5,129,379	−42,182	TRIM
19	DEUTSCHE BANK AG\	$319M	4,017,084	+1,262,412	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$313M	3,941,265	+103,937	ADD
21	ROYAL BANK OF CANADA	$308M	3,872,314	+198,157	ADD
22	Newport Trust Company, LLC	$291M	3,659,878	−58,249	TRIM
23	Bank of New York Mellon Corp	$278M	3,499,718	−68,626	TRIM
24	VANGUARD FIDUCIARY TRUST CO	$267M	3,356,232	—	NO PRIOR
25	UBS Group AG	$257M	3,232,677	+862,584	ADD
26	Boston Partners	$236M	2,968,362	+943,821	ADD
27	AMERICAN CENTURY COMPANIES INC	$236M	2,966,739	−114,909	TRIM
28	FEDERATED HERMES, INC.	$231M	2,912,161	−747,616	TRIM
29	Nuveen, LLC	$231M	2,909,492	+117,744	ADD
30	Qube Research & Technologies Ltd	$225M	2,837,833	+1,103,537	ADD
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$216M	2,722,871	+66,148	ADD
32	Mitsubishi UFJ Trust & Banking Corp	$210M	2,642,020	+233,503	ADD
33	Zimmer Partners, LP	$209M	2,629,300	−110,053	TRIM
34	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	$206M	2,597,721	+273,054	ADD
35	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$193M	2,424,903	+2,424,903	NEW
36	Magellan Asset Management Ltd	$184M	2,316,759	+205,250	ADD
37	Amundi	$176M	2,212,376	+1,090,291	ADD
38	NORDEA INVESTMENT MANAGEMENT AB	$165M	2,101,359	−397,169	TRIM
39	DIMENSIONAL FUND ADVISORS LP	$163M	2,052,030	+61,416	ADD
40	PRINCIPAL FINANCIAL GROUP INC	$156M	1,961,725	−121,682	TRIM
41	AMERIPRISE FINANCIAL INC	$155M	1,953,446	+52,325	ADD
42	JENNISON ASSOCIATES LLC	$153M	1,921,483	−40,312	TRIM
43	Electron Capital Partners, LLC	$152M	1,918,768	−17,927	TRIM
44	RAYMOND JAMES FINANCIAL INC	$146M	1,831,826	−308,663	TRIM
45	OMERS ADMINISTRATION Corp	$142M	1,791,423	+6,268	ADD
46	TORONTO DOMINION BANK	$139M	1,753,719	−85,087	TRIM
47	Swiss National Bank	$138M	1,736,000	+115,300	ADD
48	LPL Financial LLC	$132M	1,666,224	−114,435	TRIM
49	WELLS FARGO & COMPANY/MN	$129M	1,619,458	−169,776	TRIM
50	ADAGE CAPITAL PARTNERS GP, L.L.C.	$125M	1,573,942	+839,751	ADD
51	Merewether Investment Management, LP	$122M	1,531,542	−636,168	TRIM
52	Sumitomo Mitsui Trust Group, Inc.	$115M	1,445,804	−73,833	TRIM
53	Mitsubishi UFJ Asset Management Co., Ltd.	$112M	1,405,123	+109,637	ADD
54	BARCLAYS PLC	$110M	1,390,504	−8,588,893	TRIM
55	MILLENNIUM MANAGEMENT LLC	$107M	1,348,112	−859,757	TRIM
56	HSBC HOLDINGS PLC	$107M	1,343,595	−1,236,715	TRIM
57	Freestone Grove Partners LP	$103M	1,299,463	−9,485	TRIM
58	Vanguard Global Advisers, LLC	$103M	1,291,973	—	NO PRIOR
59	BALYASNY ASSET MANAGEMENT L.P.	$96.9M	1,220,413	+425,609	ADD
60	Janus Henderson Group Ltd.	$92.4M	1,163,008	−139,206	TRIM
61	HITE Hedge Asset Management LLC	$92.2M	1,160,099	−508,644	TRIM
62	SEI INVESTMENTS CO	$92.0M	1,157,937	+40,369	ADD
63	VANGUARD ASSET MANAGEMENT, Ltd	$88.4M	1,112,971	—	NO PRIOR
64	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$84.9M	1,068,800	−457,092	TRIM
65	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$83.4M	1,050,096	−61,569	TRIM
66	REGIONS FINANCIAL CORP	$82.1M	1,032,974	−9,758	TRIM
67	ENVESTNET ASSET MANAGEMENT INC	$81.8M	1,029,496	−129,861	TRIM
68	Point72 Asset Management, L.P.	$81.2M	1,022,596	−1,058,763	TRIM
69	Energy Income Partners, LLC	$79.5M	1,000,644	+399,383	ADD
70	ExodusPoint Capital Management, LP	$79.0M	994,110	+95,876	ADD
71	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$78.6M	989,935	+989,935	NEW
72	FIRST TRUST ADVISORS LP	$78.0M	981,419	−493,190	TRIM
73	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$74.4M	936,583	+857,708	ADD
74	ProShare Advisors LLC	$70.2M	884,145	−149,588	TRIM
75	CITIGROUP INC	$68.0M	856,342	−541,891	TRIM
76	VICTORY CAPITAL MANAGEMENT INC	$66.6M	838,186	+83,433	ADD
77	MIZUHO MARKETS AMERICAS LLC	$64.0M	805,100	+805,100	NEW
78	Zurich Insurance Group Ltd/FI	$61.9M	779,301	+560,409	ADD
79	National Pension Service	$60.0M	755,896	+755,896	NEW
80	AQR CAPITAL MANAGEMENT LLC	$56.1M	713,762	−78,334	TRIM
81	CITADEL ADVISORS LLC	$55.7M	700,860	+313,831	ADD
82	BANK OF MONTREAL /CAN/	$54.6M	687,854	−2,408,333	TRIM
83	TWO SIGMA INVESTMENTS, LP	$53.5M	673,398	+457,038	ADD
84	MACQUARIE GROUP LTD	$49.5M	623,130	+208,719	ADD
85	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$49.1M	617,464	−35,747	TRIM
86	ANCHOR CAPITAL ADVISORS LLC	$49.0M	616,558	−6,756	TRIM
87	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$45.8M	576,752	+68,400	ADD
88	Vanguard Investments Australia, Ltd.	$45.7M	575,096	—	NO PRIOR
89	ALLIANCEBERNSTEIN L.P.	$45.4M	614,544	−221,715	TRIM
90	EP Wealth Advisors, LLC	$45.0M	565,921	+16,668	ADD
91	RENAISSANCE TECHNOLOGIES LLC	$43.2M	543,600	+337,500	ADD
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$41.8M	525,632	0	NO CHANGE
93	Allspring Global Investments Holdings, LLC	$40.4M	507,247	+1,094	ADD
94	SOROS FUND MANAGEMENT LLC	$40.4M	508,440	−223,585	TRIM
95	DONALDSON CAPITAL MANAGEMENT, LLC	$38.4M	483,726	+23,500	ADD
96	Hudson Bay Capital Management LP	$37.5M	471,633	−154,659	TRIM
97	Creative Planning	$35.1M	441,228	+100,908	ADD
98	Quantinno Capital Management LP	$33.7M	423,810	+79,913	ADD
99	PANAGORA ASSET MANAGEMENT INC	$32.8M	412,761	+408,343	ADD
100	NEOS Investment Management LLC	$32.3M	406,335	−9,014	TRIM
101	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$32.2M	405,802	−35,214	TRIM
102	MAIRS & POWER INC	$32.0M	402,263	+5,983	ADD
103	NATIONAL BANK OF CANADA /FI/	$31.9M	401,187	+32,405	ADD
104	Covalis Capital LLP	$31.8M	400,817	+400,817	NEW
105	Susquehanna Portfolio Strategies, LLC	$30.4M	382,987	+16,687	ADD
106	Mirae Asset Global Investments Co., Ltd.	$29.6M	372,717	−21,730	TRIM
107	Universal- Beteiligungs- und Servicegesellschaft mbH	$29.4M	369,511	+23,840	ADD
108	Squarepoint Ops LLC	$29.3M	368,964	+33,068	ADD
109	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$29.3M	366,164	−206,334	TRIM
110	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$27.8M	349,700	0	NO CHANGE
111	GUGGENHEIM CAPITAL LLC	$27.3M	344,223	−9,205	TRIM
112	STATE OF WISCONSIN INVESTMENT BOARD	$27.0M	340,088	+20,945	ADD
113	CANADA PENSION PLAN INVESTMENT BOARD	$25.5M	321,331	+99,707	ADD
114	Asset Management One Co., Ltd.	$24.6M	309,777	+1,627	ADD
115	Sourcerock Group LLC	$24.4M	307,575	+556	ADD
116	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$23.5M	296,075	−8,565	TRIM
117	CIBC Asset Management Inc	$23.4M	294,791	−9,179	TRIM
118	Chevy Chase Trust Holdings, LLC	$23.3M	293,426	−8,581	TRIM
119	STIFEL FINANCIAL CORP	$23.0M	290,099	−873,607	TRIM
120	ASSOCIATED BANC-CORP	$22.6M	284,701	+3,960	ADD
121	CIBC Bancorp USA Inc.	$22.3M	230,374	—	NO PRIOR
122	SIR Capital Management, L.P.	$22.0M	276,435	−28,850	TRIM
123	Beck Bode, LLC	$21.2M	267,478	−4,909	TRIM
124	Korea Investment CORP	$21.2M	267,336	−111,519	TRIM
125	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.0M	263,805	+18,418	ADD
126	Azimuth Capital Investment Management LLC	$20.8M	261,445	−8,860	TRIM
127	APG Asset Management N.V.	$20.6M	299,370	−3,264	TRIM
128	Aventail Capital Group, LP	$20.4M	256,542	+31,429	ADD
129	US BANCORP \DE\	$20.3M	255,105	−2,320	TRIM
130	Daiwa Securities Group Inc.	$20.2M	254,814	+8,359	ADD
131	Eurizon Capital SGR S.p.A.	$20.1M	252,977	+252,977	NEW
132	Cerity Partners LLC	$19.6M	246,430	−6,626	TRIM
133	BW Gestao de Investimentos Ltda.	$19.4M	244,237	+1,780	ADD
134	NEW YORK STATE COMMON RETIREMENT FUND	$19.2M	241,998	0	NO CHANGE
135	TD ASSET MANAGEMENT INC	$18.9M	238,182	+5,043	ADD
136	NOMURA ASSET MANAGEMENT CO LTD	$18.7M	235,987	+7,579	ADD
137	Tidal Investments LLC	$18.4M	231,347	+173,649	ADD
138	COMMONWEALTH EQUITY SERVICES, LLC	$18.3M	229,916	+6,936	ADD
139	Rakuten Investment Management, Inc.	$18.0M	234,389	+124,648	ADD
140	AE Wealth Management LLC	$17.8M	224,535	+31,062	ADD
141	Allworth Financial LP	$17.7M	223,258	−3,556	TRIM
142	Zurcher Kantonalbank (Zurich Cantonalbank)	$17.6M	221,121	−3,171	TRIM
143	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$16.7M	210,412	+104,949	ADD
144	Blue Chip Partners, LLC	$16.7M	210,260	+4,938	ADD
145	Cetera Investment Advisers	$16.5M	207,766	−8,640	TRIM
146	SummitTX Capital, L.P.	$16.2M	203,625	−82,141	TRIM
147	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$16.0M	200,781	−3,756	TRIM
148	State of New Jersey Common Pension Fund D	$15.9M	200,668	−3,330	TRIM
149	Aberdeen Group plc	$15.9M	200,638	+4,641	ADD
150	Resona Asset Management Co.,Ltd.	$15.7M	197,696	+2,682	ADD
151	Rafferty Asset Management, LLC	$15.6M	196,180	−37,742	TRIM
152	HighTower Advisors, LLC	$14.7M	184,477	+28,285	ADD
153	Ensign Peak Advisors, Inc	$14.2M	178,969	−33,036	TRIM
154	Ceredex Value Advisors LLC	$14.1M	177,900	+177,900	NEW
155	Sone Capital Management, LLC	$13.7M	172,854	−73,250	TRIM
156	PUBLIC SECTOR PENSION INVESTMENT BOARD	$13.4M	168,344	+17,199	ADD
157	ING GROEP NV	$13.3M	168,044	+168,044	NEW
158	TRUIST FINANCIAL CORP	$13.2M	166,716	−36,589	TRIM
159	FIFTH THIRD BANCORP	$13.1M	165,076	+120,356	ADD
160	OSAIC HOLDINGS, INC.	$13.0M	163,778	+3,226	ADD
161	Czech National Bank	$12.8M	161,103	+5,123	ADD
162	COMMERCE BANK	$12.8M	160,880	+7,140	ADD
163	Arizona State Retirement System	$12.8M	160,735	−1,439	TRIM
164	BANK OF NOVA SCOTIA	$12.7M	159,351	+22,722	ADD
165	ASSETMARK, INC	$12.6M	159,223	−8,459	TRIM
166	Schonfeld Strategic Advisors LLC	$12.4M	155,867	+35,491	ADD
167	STATE OF MICHIGAN RETIREMENT SYSTEM	$12.3M	154,494	−400	TRIM
168	Calamos Advisors LLC	$12.2M	152,952	0	NO CHANGE
169	Wealthfront Advisers LLC	$11.6M	146,612	+7,649	ADD
170	Swiss Life Asset Management Ltd	$11.5M	148,700	+55,351	ADD
171	MILLER HOWARD INVESTMENTS INC /NY	$11.3M	141,639	+31,387	ADD
172	WORLDQUANT MILLENNIUM ADVISORS LLC	$11.1M	140,191	+39,707	ADD
173	MetLife Investment Management, LLC	$11.0M	138,222	−3,588	TRIM
174	TEMA ETFS LLC	$10.9M	137,350	+42,140	ADD
175	BTG Pactual Asset Management US LLC	$10.7M	135,164	−54,024	TRIM
176	RWC Asset Management LLP	$10.7M	134,565	−925	TRIM
177	IFM Investors Pty Ltd	$10.6M	133,874	+3,885	ADD
178	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$10.6M	133,691	+9,124	ADD
179	&PARTNERS	$10.5M	132,028	−16,537	TRIM
180	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.3M	129,530	−5,092	TRIM
181	BNP Paribas Asset Management Holding S.A.	$10.1M	127,360	−49,163	TRIM
182	Retirement Systems of Alabama	$10.0M	125,618	−224	TRIM
183	Walleye Capital LLC	$9.8M	123,177	−42,800	TRIM
184	Investment Management Corp of Ontario	$9.7M	121,605	+75,637	ADD
185	VOYA INVESTMENT MANAGEMENT LLC	$9.5M	119,177	−2,591	TRIM
186	Woodline Partners LP	$9.2M	115,864	+14,939	ADD
187	Qsemble Capital Management, LP	$8.9M	112,130	−8,496	TRIM
188	Connor, Clark & Lunn Investment Management Ltd.	$8.9M	111,568	−131,492	TRIM
189	HEARTLAND ADVISORS INC	$8.7M	109,177	−8,969	TRIM
190	LMR Partners LLP	$8.4M	105,921	+97,343	ADD
191	Socorro Asset Management LP	$8.4M	105,154	+7,953	ADD
192	Corient Private Wealth LLC	$8.3M	105,447	−171,465	TRIM
193	Leeward Investments, LLC - MA	$8.3M	104,036	−3,536	TRIM
194	XPONANCE LLC	$8.1M	102,383	+13,384	ADD
195	HENNESSY ADVISORS INC	$8.1M	102,199	+5,100	ADD
196	NewEdge Advisors, LLC	$8.0M	101,144	+101,144	NEW
197	BTC Capital Management, Inc.	$8.0M	100,624	−824	TRIM
198	JANE STREET GROUP, LLC	$7.9M	99,394	−625,352	TRIM
199	Illinois Municipal Retirement Fund	$7.8M	98,694	−59,287	TRIM
200	KAYNE ANDERSON CAPITAL ADVISORS LP	$7.7M	97,379	+20,685	ADD
201	Utah Retirement Systems	$7.6M	96,199	−1,597	TRIM
202	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$7.5M	94,511	−3,920	TRIM
203	OPUS INVESTMENT MANAGEMENT INC	$7.3M	91,709	0	NO CHANGE
204	ROYAL LONDON ASSET MANAGEMENT LTD	$7.3M	91,576	−324	TRIM
205	Focus Partners Wealth	$7.2M	90,434	−1,616	TRIM
206	USS Investment Management Ltd	$7.1M	89,103	+5,671	ADD
207	Y-Intercept (Hong Kong) Ltd	$7.0M	88,267	+22,289	ADD
208	Pathstone Holdings, LLC	$7.0M	87,438	−4,249	TRIM
209	Vontobel Holding Ltd.	$6.9M	86,710	−166,842	TRIM
210	Sumitomo Mitsui DS Asset Management Company, Ltd	$6.9M	86,434	+1,261	ADD
211	Jain Global LLC	$6.8M	85,804	−34,251	TRIM
212	SHELTON CAPITAL MANAGEMENT	$6.6M	82,507	+1,268	ADD
213	Palisade Asset Management, LLC	$6.5M	82,377	−213	TRIM
214	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$6.5M	82,329	+1,063	ADD
215	Cresset Asset Management, LLC	$6.5M	81,332	−42,488	TRIM
216	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$6.5M	81,522	−23,206	TRIM
217	Resolution Capital Ltd	$6.5M	81,364	−4,646	TRIM
218	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$6.4M	81,187	−91,746	TRIM
219	MACKENZIE FINANCIAL CORP	$6.4M	81,001	−77,822	TRIM
220	YOUSIF CAPITAL MANAGEMENT, LLC	$6.4M	80,771	−1,602	TRIM
221	Focus Financial Network, Inc.	$6.4M	80,298	−12,605	TRIM
222	Union Bancaire Privee, UBP SA	$6.4M	90,768	+48,414	ADD
223	REINHART PARTNERS, LLC.	$6.3M	79,117	−6,019	TRIM
224	MERCER GLOBAL ADVISORS INC /ADV	$6.1M	77,081	−2,361	TRIM
225	Oliver Luxxe Assets LLC	$6.0M	76,091	+1,942	ADD
226	INTACT INVESTMENT MANAGEMENT INC.	$5.9M	74,400	0	NO CHANGE
227	ADVOCATE GROUP LLC	$5.8M	72,877	+7,699	ADD
228	Vanguard Personalized Indexing Management, LLC	$5.8M	72,519	−1,398	TRIM
229	BOOTHBAY FUND MANAGEMENT, LLC	$5.7M	72,341	−9,405	TRIM
230	LAZARD ASSET MANAGEMENT LLC	$5.6M	70,454	−122,915	TRIM
231	Rockefeller Capital Management L.P.	$5.6M	70,214	−3,651	TRIM
232	American Assets Investment Management, LLC	$5.6M	70,000	0	NO CHANGE
233	Polymer Capital Management (US) LLC	$5.6M	70,000	−20,000	TRIM
234	FIRST NATIONAL BANK OF OMAHA	$5.5M	69,744	−33,537	TRIM
235	Waverly Advisors, LLC	$5.4M	68,493	−1,242	TRIM
236	CWM, LLC	$5.4M	68,222	+337	ADD
237	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$5.4M	67,725	0	NO CHANGE
238	Larson Financial Group LLC	$5.3M	67,228	+666	ADD
239	PRIMECAP MANAGEMENT CO/CA/	$5.3M	67,000	+67,000	NEW
240	Kestra Advisory Services, LLC	$5.1M	64,122	−41	TRIM
241	Capital Management Associates, Inc	$5.1M	63,998	+397	ADD
242	Federation des caisses Desjardins du Quebec	$5.1M	63,783	+31,106	ADD
243	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$5.0M	63,500	+63,500	NEW
244	Metis Global Partners, LLC	$5.0M	63,143	−703	TRIM
245	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$5.0M	62,908	−599	TRIM
246	Defiance ETFs, LLC	$5.0M	62,428	+62,428	NEW
247	Atria Investments, Inc	$4.9M	61,912	−9,356	TRIM
248	GLENMEDE TRUST CO NA	$4.9M	61,558	+2,652	ADD
249	NISA INVESTMENT ADVISORS, LLC	$4.8M	60,510	−2,087	TRIM
250	L & S Advisors Inc	$4.8M	60,943	+60,943	NEW
251	PROFUND ADVISORS LLC	$4.8M	60,225	−15,724	TRIM
252	Harrison Street Private Wealth LLC	$4.6M	57,507	—	NO PRIOR
253	Ameritas Investment Partners, Inc.	$4.5M	56,739	+2,350	ADD
254	Private Advisor Group, LLC	$4.5M	56,646	−6,888	TRIM
255	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$4.5M	56,382	−34,649	TRIM
256	MML INVESTORS SERVICES, LLC	$4.4M	55,367	−22,914	TRIM
257	Hennion & Walsh Asset Management, Inc.	$4.3M	54,694	+6,748	ADD
258	DAVENPORT & Co LLC	$4.3M	54,446	−15,932	TRIM
259	UniSuper Management Pty Ltd	$4.3M	54,132	−1,286	TRIM
260	Sanctuary Advisors, LLC	$4.3M	53,750	−5,353	TRIM
261	M&T BANK CORP	$4.2M	53,464	−6,982	TRIM
262	SIMON QUICK ADVISORS, LLC	$4.2M	52,569	+6,133	ADD
263	ELEVATION POINT WEALTH PARTNERS, LLC	$4.1M	50,966	+17,961	ADD
264	NOMURA HOLDINGS INC	$4.0M	50,297	−61,585	TRIM
265	ABN AMRO INVESTMENT SOLUTIONS	$4.0M	50,062	−55,034	TRIM
266	Headlands Technologies LLC	$4.0M	49,903	+20,250	ADD
267	Norinchukin Bank, The	$3.9M	49,416	+3,095	ADD
268	MEYER HANDELMAN CO	$3.9M	48,821	−235	TRIM
269	Vestmark Advisory Solutions, Inc.	$3.9M	48,613	+12,964	ADD
270	PRUDENTIAL PLC	$3.7M	46,965	−3,773	TRIM
271	INTECH INVESTMENT MANAGEMENT LLC	$3.7M	46,148	+20,653	ADD
272	Dynamic Technology Lab Private Ltd	$3.6M	44,948	+41,726	ADD
273	XTX Topco Ltd	$3.5M	44,669	−71,064	TRIM
274	Summit Trail Advisors, LLC	$3.5M	44,564	+1,289	ADD
275	Financiere des Professionnels - Fonds d'investissement inc.	$3.5M	44,200	+44,200	NEW
276	Siemens Fonds Invest GmbH	$3.5M	43,858	+3,123	ADD
277	Jefferies Financial Group Inc.	$3.4M	43,293	−189,298	TRIM
278	Strong Tower Advisory Services	$3.4M	43,074	+1,787	ADD
279	Sequoia Financial Advisors, LLC	$3.4M	43,012	−1,840	TRIM
280	Beacon Pointe Advisors, LLC	$3.4M	42,890	+17,079	ADD
281	Geneos Wealth Management Inc.	$3.2M	40,829	+13,092	ADD
282	Tower Research Capital LLC (TRC)	$3.2M	40,794	−468	TRIM
283	Banque Cantonale Vaudoise	$3.2M	39,735	+6,191	ADD
284	OpenArc Corporate Advisory, LLC	$3.1M	38,958	−3,093	TRIM
285	BLAIR WILLIAM & CO/IL	$3.1M	38,739	−357	TRIM
286	Vident Advisory, LLC	$3.1M	38,645	+9,053	ADD
287	MIZUHO SECURITIES USA LLC	$2.8M	35,761	−7,311	TRIM
288	Edgestream Partners, L.P.	$2.8M	35,745	+12,816	ADD
289	Berger Financial Group, Inc	$2.8M	35,610	−632	TRIM
290	1832 Asset Management L.P.	$2.8M	35,063	0	NO CHANGE
291	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.8M	35,015	−10,008	TRIM
292	Sound View Wealth Advisors Group, LLC	$2.8M	34,649	+289	ADD
293	QRG CAPITAL MANAGEMENT, INC.	$2.7M	34,286	−2,079	TRIM
294	Edgemoor Investment Advisors, Inc.	$2.7M	34,118	−150	TRIM
295	ARS Investment Partners, LLC	$2.7M	33,942	−30	TRIM
296	NAVELLIER & ASSOCIATES INC	$2.7M	33,746	−1,570	TRIM
297	HARTFORD INVESTMENT MANAGEMENT CO	$2.7M	33,710	−562	TRIM
298	Aptus Capital Advisors, LLC	$2.6M	32,737	−8,346	TRIM
299	Baird Financial Group, Inc.	$2.6M	32,381	+32,381	NEW
300	Lido Advisors, LLC	$2.5M	31,316	+2,805	ADD
301	Tradition Wealth Management, LLC	$2.5M	31,113	+256	ADD
302	AMG National Trust Bank	$2.5M	30,993	−2,473	TRIM
303	Empowered Funds, LLC	$2.4M	30,068	+13,804	ADD
304	Delta Global Management LP	$2.4M	29,995	+29,995	NEW
305	UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO	$2.4M	29,791	+9,413	ADD
306	Maryland State Retirement & Pension System	$2.3M	29,514	0	NO CHANGE
307	D.A. DAVIDSON & CO.	$2.3M	29,472	+4,157	ADD
308	TriaGen Wealth Management LLC	$2.3M	29,431	−1,826	TRIM
309	Quantbot Technologies LP	$2.3M	29,085	+29,085	NEW
310	Brevan Howard Capital Management LP	$2.3M	28,426	+3,284	ADD
311	Crossmark Global Holdings, Inc.	$2.2M	28,250	—	NO PRIOR
312	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	$2.2M	27,968	+27,968	NEW
313	Advisors Asset Management, Inc.	$2.2M	27,883	+3,413	ADD
314	EPIQ PARTNERS, LLC	$2.2M	27,875	+1	ADD
315	MITCHELL & PAHL PRIVATE WEALTH, LLC	$2.2M	27,751	+1,793	ADD
316	FIL Ltd	$2.2M	27,709	+14,877	ADD
317	Quotient Wealth Partners, LLC	$2.2M	27,628	+2,674	ADD
318	B. Metzler seel. Sohn & Co. AG	$2.2M	27,285	0	NO CHANGE
319	BANQUE PICTET & CIE SA	$2.1M	26,846	+26,846	NEW
320	Ethic Inc.	$2.1M	26,473	+364	ADD
321	Merit Financial Group, LLC	$2.1M	26,259	+40	ADD
322	iSAM Funds (UK) Ltd	$2.1M	26,077	−20,068	TRIM
323	Pallas Capital Advisors LLC	$2.1M	25,993	−55	TRIM
324	Bleakley Financial Group, LLC	$2.1M	25,889	−3,060	TRIM
325	HB Wealth Management, LLC	$2.0M	25,709	+2,449	ADD
326	AGF MANAGEMENT LTD	$2.0M	25,669	−1,213	TRIM
327	LBP AM SA	$2.0M	25,651	−2,511	TRIM
328	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$2.0M	25,438	+4,862	ADD
329	BENJAMIN EDWARDS INC	$2.0M	25,403	+5,145	ADD
330	Orion Porfolio Solutions, LLC	$2.0M	25,289	−5,489	TRIM
331	Machina Capital S.A.S.	$1.9M	24,486	+8,273	ADD
332	CREDIT AGRICOLE S A	$1.9M	24,392	−200,129	TRIM
333	Ascent Group, LLC	$1.9M	24,315	+54	ADD
334	MUFG Securities EMEA plc	$1.9M	24,274	0	NO CHANGE
335	Savvy Advisors, Inc.	$1.9M	24,029	−29	TRIM
336	Royal Fund Management, LLC	$1.9M	23,780	−23,994	TRIM
337	SCP Investment, LP	$1.9M	23,600	+4,800	ADD
338	Dai-ichi Life Insurance Company, Ltd	$1.9M	23,312	−908	TRIM
339	FOUNDATIONS INVESTMENT ADVISORS, LLC	$1.8M	23,206	+38	ADD
340	PRINCIPAL SECURITIES, INC.	$1.8M	22,857	−1,974	TRIM
341	OPPENHEIMER & CO INC	$1.8M	22,808	−1,149	TRIM
342	Accredited Investors Inc.	$1.8M	22,772	+359	ADD
343	E Fund Management Co., Ltd.	$1.8M	22,355	—	NO PRIOR
344	Saudi Central Bank	$1.7M	21,834	+21,834	NEW
345	FULTON BANK, N.A.	$1.7M	21,490	−8,815	TRIM
346	Sterling Capital Management LLC	$1.6M	20,476	−15,354	TRIM
347	First National Advisers, LLC	$1.6M	20,445	−11,750	TRIM
348	Callan Family Office, LLC	$1.6M	20,384	+118	ADD
349	Dakota Wealth Management	$1.6M	19,994	+1,175	ADD
350	KEYBANK NATIONAL ASSOCIATION/OH	$1.6M	19,853	+2,275	ADD
351	BAILARD, INC.	$1.6M	19,844	−680	TRIM
352	Lombard Odier Asset Management (Switzerland) SA	$1.6M	19,800	+19,800	NEW
353	GREAT VALLEY ADVISOR GROUP, INC.	$1.6M	19,761	+6,924	ADD
354	WHITE PINE CAPITAL LLC	$1.6M	19,665	−525	TRIM
355	New Age Alpha Advisors, LLC	$1.6M	19,634	+19,634	NEW
356	Savant Capital, LLC	$1.6M	19,633	+2,099	ADD
357	Bond & Devick Financial Network, Inc.	$1.6M	19,617	−77	TRIM
358	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.6M	19,517	0	NO CHANGE
359	CHOREO, LLC	$1.5M	19,313	+447	ADD
360	Apollon Wealth Management, LLC	$1.5M	19,438	−1,936	TRIM
361	Vise Technologies, Inc.	$1.5M	20,732	0	NO CHANGE
362	Ashton Thomas Private Wealth, LLC	$1.5M	18,963	−6,556	TRIM
363	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$1.5M	18,929	+29	ADD
364	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.5M	18,924	+18,924	NEW
365	Modern Wealth Management, LLC	$1.5M	18,845	+3,427	ADD
366	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$1.5M	18,903	+13,692	ADD
367	Western Wealth Management, LLC	$1.5M	18,846	+18,846	NEW
368	Assenagon Asset Management S.A.	$1.5M	18,748	+582	ADD
369	Mariner, LLC	$1.5M	18,615	−3,183	TRIM
370	Empirical Finance, LLC	$1.5M	18,598	−3	TRIM
371	Envestnet Portfolio Solutions, Inc.	$1.5M	18,563	−24,219	TRIM
372	COLDSTREAM CAPITAL MANAGEMENT INC	$1.4M	18,228	+9,003	ADD
373	CI INVESTMENTS INC.	$1.4M	18,077	+1,740	ADD
374	Gallagher Fiduciary Advisors, LLC	$1.4M	17,952	+7	ADD
375	Dorsey & Whitney Trust CO LLC	$1.4M	17,845	+3,920	ADD
376	Raleigh Capital Management Inc.	$1.4M	17,564	−7,710	TRIM
377	DeDora Capital, Inc.	$1.4M	17,478	+81	ADD
378	WESTPAC BANKING CORP	$1.4M	17,374	−12,239	TRIM
379	Snowden Capital Advisors LLC	$1.4M	17,103	+31	ADD
380	North Dakota State Investment Board	$1.4M	17,144	−3,153	TRIM
381	VCI Wealth Management LLC	$1.4M	17,122	−2,470	TRIM
382	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.3M	16,911	+97	ADD
383	ALPS ADVISORS INC	$1.3M	16,659	+1,426	ADD
384	Concurrent Investment Advisors, LLC	$1.3M	16,460	−689	TRIM
385	WEALTH ALLIANCE, LLC	$1.3M	16,447	−5,357	TRIM
386	EVOLVE PRIVATE WEALTH, LLC	$1.3M	16,394	−182	TRIM
387	MUFG SECURITIES AMERICAS INC.	$1.3M	16,368	+432	ADD
388	Steward Partners Investment Advisory, LLC	$1.3M	16,334	−4,980	TRIM
389	Vermillion Wealth Management, Inc.	$1.3M	16,293	+100	ADD
390	Accurate Wealth Management, LLC	$1.3M	15,706	+12,746	ADD
391	EQUITABLE TRUST CO	$1.3M	16,227	+80	ADD
392	RIA Advisory Group LLC	$1.3M	16,103	+342	ADD
393	SECURIAN ASSET MANAGEMENT, INC	$1.3M	15,985	−100	TRIM
394	Procyon Advisors, LLC	$1.3M	15,893	−136	TRIM
395	Forvis Mazars Wealth Advisors, LLC	$1.2M	15,717	−567	TRIM
396	Enhancing Capital LLC	$1.2M	15,500	0	NO CHANGE
397	OPPENHEIMER ASSET MANAGEMENT INC.	$1.2M	15,424	−2,405	TRIM
398	Laird Norton Wetherby Trust Company, LLC	$1.2M	15,159	−319	TRIM
399	TOUNJIAN ADVISORY PARTNERS, LLC	$1.2M	15,252	−520	TRIM
400	Valtinson Bruner Financial Planning LLC	$1.2M	14,997	−833	TRIM
401	GREENLEAF TRUST	$1.2M	14,892	−190	TRIM
402	Koshinski Asset Management, Inc.	$1.2M	14,803	+297	ADD
403	Meiji Yasuda Asset Management Co Ltd.	$1.2M	14,668	+45	ADD
404	CenterBook Partners LP	$1.2M	14,648	+14,648	NEW
405	Wilmington Savings Fund Society, FSB	$1.2M	14,631	0	NO CHANGE
406	Johnson Financial Group, Inc.	$1.2M	14,492	−2,341	TRIM
407	BAYBAN	$1.1M	14,230	−4,000	TRIM
408	Verdence Capital Advisors LLC	$1.1M	14,202	−5,818	TRIM
409	Wealth Enhancement Trust Services, Inc.	$1.1M	14,154	+2,333	ADD
410	Arax Advisory Partners	$1.1M	14,062	−520	TRIM
411	OneDigital Investment Advisors LLC	$1.1M	14,057	+1,593	ADD
412	SBI Okasan Asset Management Co.Ltd.	$1.1M	14,100	0	NO CHANGE
413	J.W. COLE ADVISORS, INC.	$1.1M	14,037	−61	TRIM
414	17 CAPITAL PARTNERS, LLC	$1.1M	13,977	+250	ADD
415	Aspen Wealth Strategies, LLC	$1.1M	13,937	+124	ADD
416	Pinnacle Financial Partners, Inc.	$1.1M	13,838	+243	ADD
417	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	13,592	+5,229	ADD
418	MISSION WEALTH MANAGEMENT, LP	$1.1M	13,273	−293	TRIM
419	WealthTrust Axiom LLC	$1.1M	13,251	0	NO CHANGE
420	Stratos Investment Management, LLC	$1.1M	13,250	+827	ADD
421	CROBAN	$1.0M	13,132	+1,034	ADD
422	HighMark Wealth Management LLC	$1.0M	13,070	+69	ADD
423	TECTONIC ADVISORS LLC	$1.0M	13,055	−226	TRIM
424	Andra AP-fonden	$1.0M	12,922	−4,800	TRIM
425	Curi Capital, LLC	$1.0M	12,700	+5,886	ADD
426	THOMPSON INVESTMENT MANAGEMENT, INC.	$1.0M	12,704	0	NO CHANGE
427	IHT Wealth Management, LLC	$1.0M	12,675	+1,694	ADD
428	HighVista Strategies LLC	$998K	12,558	+4,500	ADD
429	Caprock Group, LLC	$989K	12,340	+1,334	ADD
430	Altshuler Shaham Ltd	$980K	12,337	+1,489	ADD
431	NorthRock Partners, LLC	$965K	12,142	−29	TRIM
432	Townsend & Associates, Inc	$939K	12,025	+3,539	ADD
433	Kenora Financial, LLC	$915K	11,522	−177	TRIM
434	Chronos Wealth Management, LLC	$913K	11,491	0	NO CHANGE
435	Man Group plc	$906K	11,409	−43,046	TRIM
436	Emerald Advisors, LLC	$906K	11,405	+39	ADD
437	Quadrature Capital Ltd	$898K	11,304	+11,304	NEW
438	Stratos Wealth Partners, LTD.	$897K	11,289	−2,780	TRIM
439	Smartleaf Asset Management LLC	$890K	11,236	+683	ADD
440	EXCHANGE TRADED CONCEPTS, LLC	$886K	11,156	−2,371	TRIM
441	FOURPATH CAPITAL MANAGEMENT, LLC	$885K	11,142	−3,572	TRIM
442	NORDEN GROUP LLC	$885K	11,138	+53	ADD
443	DEARBORN PARTNERS LLC	$871K	10,965	−49	TRIM
444	111 Capital	$871K	10,965	+444	ADD
445	KLCM Advisors, Inc.	$870K	10,950	0	NO CHANGE
446	Prosperity Consulting Group, LLC	$869K	10,943	+436	ADD
447	Finer Wealth Management, Inc.	$869K	10,942	0	NO CHANGE
448	GTS SECURITIES LLC	$868K	10,924	+3,314	ADD
449	Everest Financial Group LLC	$861K	10,839	—	NO PRIOR
450	NICOLET BANKSHARES INC	$858K	10,761	+10,761	NEW
451	Independent Advisor Alliance	$854K	10,751	−42	TRIM
452	Sigma Planning Corp	$852K	10,721	−897	TRIM
453	NewEdge Wealth, LLC	$834K	10,497	−4,054	TRIM
454	HANCOCK WHITNEY CORP	$833K	10,105	−1,710	TRIM
455	Heritage Wealth Management, Inc.	$831K	10,466	−457	TRIM
456	Great Waters Wealth Management	$831K	10,458	−67	TRIM
457	MATHER GROUP, LLC.	$829K	10,439	−120	TRIM
458	INTRUST BANK NA	$827K	10,405	−765	TRIM
459	Fifth Third Wealth Advisors LLC	$826K	10,398	+4,795	ADD
460	ICICI Prudential Asset Management Co Ltd	$821K	10,339	+846	ADD
461	AVIVA PLC	$802K	10,100	0	NO CHANGE
462	Kingsview Wealth Management, LLC	$802K	10,092	+512	ADD
463	Cypress Capital Group	$801K	10,085	−75	TRIM
464	Moors & Cabot, Inc.	$798K	10,050	−288	TRIM
465	PKO Investment Management Joint-Stock Co	$794K	10,000	−10,000	TRIM
466	OneAscent Financial Services LLC	$790K	9,950	+2,121	ADD
467	Havemeyer Place LP	$784K	9,872	+9,872	NEW
468	Lifeworks Advisors, LLC	$772K	9,715	+5,082	ADD
469	CITIZENS FINANCIAL GROUP INC/RI	$765K	9,630	−1,752	TRIM
470	Summit Financial, LLC	$748K	9,353	+1,306	ADD
471	Aaron Wealth Advisors LLC	$746K	9,395	−1,296	TRIM
472	Meeder Advisory Services, Inc.	$741K	9,331	+496	ADD
473	Wedmont Private Capital	$736K	9,036	+128	ADD
474	D. E. Shaw & Co., Inc.	$735K	9,251	+9,251	NEW
475	Pekao Towarzystwo Funduszy Inwestycyjnych S.A.	$733K	9,222	−15,236	TRIM
476	USA FINANCIAL FORMULAS	$731K	9,197	−12,238	TRIM
477	Brooklyn Investment Group	$730K	9,193	+3,873	ADD
478	FIDELIS CAPITAL PARTNERS, LLC	$718K	9,038	−2,730	TRIM
479	SYM FINANCIAL Corp	$717K	9,024	+148	ADD
480	VestGen Advisors, LLC	$713K	8,918	−325	TRIM
481	American State Bank (Iowa)	$711K	8,954	—	NO PRIOR
482	Bull Harbor Capital LLC	$710K	8,933	—	NO PRIOR
483	Drucker Wealth 3.0, LLC	$708K	8,918	+363	ADD
484	Code Waechter LLC	$704K	8,866	−785	TRIM
485	MGO ONE SEVEN LLC	$704K	8,856	+89	ADD
486	TEACHER RETIREMENT SYSTEM OF TEXAS	$701K	8,824	−10,745	TRIM
487	TCP Asset Management, LLC	$696K	8,762	+8,762	NEW
488	AMERIFLEX GROUP, INC.	$687K	8,653	+8,653	NEW
489	Chicago Partners Investment Group LLC	$687K	8,799	+78	ADD
490	Tradewinds Capital Management, LLC	$673K	8,469	0	NO CHANGE
491	Legacy Wealth Asset Management, LLC	$658K	8,287	+25	ADD
492	SIGNATUREFD, LLC	$653K	8,216	+768	ADD
493	Ballentine Partners, LLC	$650K	8,187	+77	ADD
494	Cohen Klingenstein LLC	$643K	8,100	0	NO CHANGE
495	BROWN ADVISORY INC	$642K	8,082	−1,432	TRIM
496	Prospera Financial Services Inc	$638K	8,026	−213	TRIM
497	CENTRAL TRUST Co	$636K	8,006	−92	TRIM
498	BRADLEY FOSTER & SARGENT INC/CT	$636K	8,000	−1	TRIM
499	Walleye Trading LLC	$635K	7,998	+7,998	NEW
500	SAGESPRING WEALTH PARTNERS, LLC	$632K	7,959	−403	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · XEL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $628K held
Trimming: 2 Soros Fund Management, Bridgewater Associates $40.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · XCEL ENERGY INC

Merged timeline of congressional filings and notable-manager moves on XEL
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+3,781 sh
2026-05-15	Soros Fund Management 13F	TRIM	−223,585 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−18,031 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed XEL — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).