Xcel Energy Ownership | Who Owns Xcel Energy?
Xcel Energy Ownership Summary
Xcel Energy is owned by 80.71% institutional investors, 0.18% insiders, and 19.11% retail investors. Vanguard group is the largest institutional shareholder, holding 12.99% of XEL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.07% of its assets in Xcel Energy shares.
XEL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Xcel Energy | 80.71% | 0.18% | 19.11% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 72.23M | 12.99% | $3.86B |
| Blackrock | 45.85M | 8.25% | $2.45B |
| State street | 34.82M | 6.26% | $1.88B |
| Jpmorgan chase | 19.62M | 3.53% | $1.05B |
| Geode capital management | 14.30M | 2.57% | $764.39M |
| Massachusetts financial services co /ma/ | 14.30M | 2.57% | $763.66M |
| Aristotle capital management | 13.69M | 2.46% | $731.18M |
| Price t rowe associates inc /md/ | 12.79M | 2.30% | $683.00M |
| Victory capital management | 7.59M | 1.36% | $405.25M |
| Morgan stanley | 7.51M | 1.35% | $400.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lsp investment advisors | 702.00K | 21.30% | $37.49M |
| Teilinger capital | 600.00K | 13.96% | $32.05M |
| Bruce | 196.00K | 3.44% | $10.47M |
| Opus investment management | 91.71K | 3.16% | $4.90M |
| Zimmer partners, lp | 3.03M | 2.98% | $161.63M |
| Magellan asset management | 3.46M | 1.76% | $184.65M |
| Aristotle capital management | 13.69M | 1.41% | $731.18M |
| Duff & phelps investment management | 1.98M | 1.34% | $105.56M |
| Hgk asset management | 117.09K | 1.21% | $6.25M |
| Viking fund management | 122.40K | 1.17% | $6.54M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 12.79M | 0.08% | 5.24M |
| State street | 34.82M | 0.08% | 2.21M |
| Zimmer partners, lp | 3.03M | 2.98% | 2.09M |
| Federated hermes | 2.38M | 0.30% | 1.30M |
| American century companies | 2.08M | 0.07% | 1.18M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 45.85M | 0.06% | -2.98M |
| Massachusetts financial services co /ma/ | 14.30M | 0.23% | -2.91M |
| Morgan stanley | 7.51M | 0.03% | -1.49M |
| Verition fund management | 63.92K | 0.02% | -1.16M |
| Invesco | 5.00M | 0.06% | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Brandywine global investment management | 978.41K | 0.39% | 978.41K | $52.26M |
| Mirae asset global etfs | 395.87K | 0.05% | 395.87K | $21.14M |
| Corebridge financial | 178.97K | 0.05% | 178.97K | $9.56M |
| Btg pactual asset management us | 107.62K | 0.85% | 107.62K | $5.75M |
| Employees retirement system of texas | 53.00K | 0.03% | 53.00K | $2.83M |
Sold Out
| Holder | Change |
|---|---|
| Frazier financial advisors | -3.00 |
| Financial gravity asset management | -6.00 |
| Hhm wealth advisors | -16.00 |
| Granite fo | -39.00 |
| Tortoise investment management | -44.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 942 | -2.99% | 429,925,433 | 0.97% | 77 | 1.30% | 459 | 8.00% | 294 | -11.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 17.63M | 3.07% | -63.78K |
| Vanguard Institutional 500 Index Trust | 14.78M | 2.57% | 178.26K |
| Vanguard Mid Cap Index Institutional | 11.83M | 2.06% | 21.21K |
| Invesco QQQ Trust | 10.79M | 1.88% | -50.12K |
| The Utilities Select Sector SPDR® ETF | 8.36M | 1.46% | 31.09K |
| T. Rowe Price U.S. Value Equity Tr-Z | 7.21M | 1.29% | 3.16M |
| T. Rowe Price US Value Equity Composite | 6.73M | 1.21% | 2.84M |
| T. Rowe Price Value | 6.73M | 1.21% | 477.90K |
| Fidelity 500 Index | 6.85M | 1.19% | 8.02K |
| SPDR® S&P 500® ETF Trust | 6.76M | 1.18% | 2.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Mar 09, 2023 | Prager Frank P | SVP, Strategy, Security & Ext. | Sell | $47.91K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
XEL Ownership FAQ
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