Who holds XELticker 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 ↗

1,004

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$39.1B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

462

addsholders whose share count rose or who opened the position (new + add), by shares

107

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

7 members of Congress disclosed XEL — the congressional view ↗