Public record / Tickers / XEL

XEL — XCEL ENERGY INC

Both disclosure regimes on one name: who in Congress filed about XEL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
28
all PTR rows naming XEL
Members · 12m
1
0 buys · 3 sells · by trade date
Latest PTR
01-15
filed 2026-01-15
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Tommy Tuberville · $15.0K–$50.0K

Sale · traded 2022-01-21 → filed 2022-02-14. Ranked over every XEL row by the provable lower bound, never a point estimate.

1 member · 0 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING XEL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning XEL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-01-15Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 2025-12-18 +28d$1K–$15K
2025-12-11Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 11-13 +28d$1K–$15K
2025-10-07Julie Johnson D–TX-32Sale · JT (jointly owned)Traded 09-25 +12d$1K–$15K
2025-09-11Julie Johnson D–TX-32Sale · partial · JT (partial sale, jointly owned)Traded 08-14 +28d$1K–$15K
2023-10-10Lois Frankel D–FL-22SaleTraded 09-08 +32d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 28 ↗

Members active in XEL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing XEL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julie Johnson D–TX-323−$45.0K to −$3.0K4

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+3,781 sh
2026-05-15Soros Fund Management 13Ftrim−223,585 sh
2026-05-15Bridgewater Associates 13Fexit−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of XEL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.3B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.1B1
3STATE STREET CORP$3.0B1
4VANGUARD PORTFOLIO MANAGEMENT LLC$2.8B1
5BANK OF AMERICA CORP /DE/$2.3B1
6Capital Research Global Investors$2.2B1
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.4B1
8GEODE CAPITAL MANAGEMENT, LLC$1.3B1
9GQG Partners LLC$889M1
10Aristotle Capital Management, LLC$882M1
11Pictet Asset Management Holding SA$705M1
12Invesco Ltd.$641M1
13FRANKLIN RESOURCES INC$617M1
14MORGAN STANLEY$570M1
15FMR LLC$534M1
16Legal & General Group Plc$493M1
17BARROW HANLEY MEWHINNEY & STRAUSS LLC$443M1
18NORTHERN TRUST CORP$407M1
19DEUTSCHE BANK AG\$319M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$313M1
21ROYAL BANK OF CANADA$308M1
22Newport Trust Company, LLC$291M1
23Bank of New York Mellon Corp$278M1
24VANGUARD FIDUCIARY TRUST CO$267M1
25UBS Group AG$257M1
26Boston Partners$236M1
27AMERICAN CENTURY COMPANIES INC$236M1
28FEDERATED HERMES, INC.$231M1
29Nuveen, LLC$231M1
30Qube Research & Technologies Ltd$225M1
31UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$216M1
32Mitsubishi UFJ Trust & Banking Corp$210M1
33Zimmer Partners, LP$209M1
34CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$206M1
35DUFF & PHELPS INVESTMENT MANAGEMENT CO$193M1
36Magellan Asset Management Ltd$184M1
37Amundi$176M1
38NORDEA INVESTMENT MANAGEMENT AB$165M1
39DIMENSIONAL FUND ADVISORS LP$163M1
40PRINCIPAL FINANCIAL GROUP INC$156M1
41AMERIPRISE FINANCIAL INC$155M1
42JENNISON ASSOCIATES LLC$153M1
43Electron Capital Partners, LLC$152M1
44RAYMOND JAMES FINANCIAL INC$146M1
45OMERS ADMINISTRATION Corp$142M1
46TORONTO DOMINION BANK$139M1
47Swiss National Bank$138M1
48LPL Financial LLC$132M1
49WELLS FARGO & COMPANY/MN$129M1
50ADAGE CAPITAL PARTNERS GP, L.L.C.$125M1
51Merewether Investment Management, LP$122M1
52Sumitomo Mitsui Trust Group, Inc.$115M1
53Mitsubishi UFJ Asset Management Co., Ltd.$112M1
54BARCLAYS PLC$110M1
55MILLENNIUM MANAGEMENT LLC$107M1
56HSBC HOLDINGS PLC$107M1
57Freestone Grove Partners LP$103M1
58Vanguard Global Advisers, LLC$103M1
59BALYASNY ASSET MANAGEMENT L.P.$96.9M1
60Janus Henderson Group Ltd.$92.4M1
61HITE Hedge Asset Management LLC$92.2M1
62SEI INVESTMENTS CO$92.0M1
63VANGUARD ASSET MANAGEMENT, Ltd$88.4M1
64CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$84.9M1
65COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$83.4M1
66REGIONS FINANCIAL CORP$82.1M1
67ENVESTNET ASSET MANAGEMENT INC$81.8M1
68Point72 Asset Management, L.P.$81.2M1
69Energy Income Partners, LLC$79.5M1
70ExodusPoint Capital Management, LP$79.0M1
71NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$78.6M1
72FIRST TRUST ADVISORS LP$78.0M1
73ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$74.4M1
74ProShare Advisors LLC$70.2M1
75CITIGROUP INC$68.0M1
76VICTORY CAPITAL MANAGEMENT INC$66.6M1
77MIZUHO MARKETS AMERICAS LLC$64.0M1
78Zurich Insurance Group Ltd/FI$61.9M1
79National Pension Service$60.0M1
80AQR CAPITAL MANAGEMENT LLC$56.1M1
81CITADEL ADVISORS LLC$55.7M1
82BANK OF MONTREAL /CAN/$54.6M1
83TWO SIGMA INVESTMENTS, LP$53.5M1
84MACQUARIE GROUP LTD$49.5M1
85MANUFACTURERS LIFE INSURANCE COMPANY, THE$49.1M1
86ANCHOR CAPITAL ADVISORS LLC$49.0M1
87MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$45.8M1
88Vanguard Investments Australia, Ltd.$45.7M1
89ALLIANCEBERNSTEIN L.P.$45.4M1
90EP Wealth Advisors, LLC$45.0M1
91RENAISSANCE TECHNOLOGIES LLC$43.2M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$41.8M1
93Allspring Global Investments Holdings, LLC$40.4M1
94SOROS FUND MANAGEMENT LLC$40.4M1
95DONALDSON CAPITAL MANAGEMENT, LLC$38.4M1
96Hudson Bay Capital Management LP$37.5M1
97Creative Planning$35.1M1
98Quantinno Capital Management LP$33.7M1
99PANAGORA ASSET MANAGEMENT INC$32.8M1
100NEOS Investment Management LLC$32.3M1
101VOLORIDGE INVESTMENT MANAGEMENT, LLC$32.2M1
102MAIRS & POWER INC$32.0M1
103NATIONAL BANK OF CANADA /FI/$31.9M1
104Covalis Capital LLP$31.8M1
105Susquehanna Portfolio Strategies, LLC$30.4M1
106Mirae Asset Global Investments Co., Ltd.$29.6M1
107Universal- Beteiligungs- und Servicegesellschaft mbH$29.4M1
108Squarepoint Ops LLC$29.3M1
109WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$29.3M1
110CAPITOLIS LIQUID GLOBAL MARKETS LLC$27.8M1
111GUGGENHEIM CAPITAL LLC$27.3M1
112STATE OF WISCONSIN INVESTMENT BOARD$27.0M1
113CANADA PENSION PLAN INVESTMENT BOARD$25.5M1
114Asset Management One Co., Ltd.$24.6M1
115Sourcerock Group LLC$24.4M1
116PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$23.5M1
117CIBC Asset Management Inc$23.4M1
118Chevy Chase Trust Holdings, LLC$23.3M1
119STIFEL FINANCIAL CORP$23.0M1
120ASSOCIATED BANC-CORP$22.6M1
121CIBC Bancorp USA Inc.$22.3M1
122SIR Capital Management, L.P.$22.0M1
123Beck Bode, LLC$21.2M1
124Korea Investment CORP$21.2M1
125NISSAY ASSET MANAGEMENT CORP /JAPAN$21.0M1
126Azimuth Capital Investment Management LLC$20.8M1
127APG Asset Management N.V.$20.6M1
128Aventail Capital Group, LP$20.4M1
129US BANCORP \DE\$20.3M1
130Daiwa Securities Group Inc.$20.2M1
131Eurizon Capital SGR S.p.A.$20.1M1
132Cerity Partners LLC$19.6M1
133BW Gestao de Investimentos Ltda.$19.4M1
134NEW YORK STATE COMMON RETIREMENT FUND$19.2M1
135TD ASSET MANAGEMENT INC$18.9M1
136NOMURA ASSET MANAGEMENT CO LTD$18.7M1
137Tidal Investments LLC$18.4M1
138COMMONWEALTH EQUITY SERVICES, LLC$18.3M1
139Rakuten Investment Management, Inc.$18.0M1
140AE Wealth Management LLC$17.8M1
141Allworth Financial LP$17.7M1
142Zurcher Kantonalbank (Zurich Cantonalbank)$17.6M1
143DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$16.7M1
144Blue Chip Partners, LLC$16.7M1
145Cetera Investment Advisers$16.5M1
146SummitTX Capital, L.P.$16.2M1
147HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$16.0M1
148State of New Jersey Common Pension Fund D$15.9M1
149Aberdeen Group plc$15.9M1
150Resona Asset Management Co.,Ltd.$15.7M1
151Rafferty Asset Management, LLC$15.6M1
152HighTower Advisors, LLC$14.7M1
153Ensign Peak Advisors, Inc$14.2M1
154Ceredex Value Advisors LLC$14.1M1
155Sone Capital Management, LLC$13.7M1
156PUBLIC SECTOR PENSION INVESTMENT BOARD$13.4M1
157ING GROEP NV$13.3M1
158TRUIST FINANCIAL CORP$13.2M1
159FIFTH THIRD BANCORP$13.1M1
160OSAIC HOLDINGS, INC.$13.0M1
161Czech National Bank$12.8M1
162COMMERCE BANK$12.8M1
163Arizona State Retirement System$12.8M1
164BANK OF NOVA SCOTIA$12.7M1
165ASSETMARK, INC$12.6M1
166Schonfeld Strategic Advisors LLC$12.4M1
167STATE OF MICHIGAN RETIREMENT SYSTEM$12.3M1
168Calamos Advisors LLC$12.2M1
169Wealthfront Advisers LLC$11.6M1
170Swiss Life Asset Management Ltd$11.5M1
171MILLER HOWARD INVESTMENTS INC /NY$11.3M1
172WORLDQUANT MILLENNIUM ADVISORS LLC$11.1M1
173MetLife Investment Management, LLC$11.0M1
174TEMA ETFS LLC$10.9M1
175BTG Pactual Asset Management US LLC$10.7M1
176RWC Asset Management LLP$10.7M1
177IFM Investors Pty Ltd$10.6M1
178NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.6M1
179&PARTNERS$10.5M1
180O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.3M1
181BNP Paribas Asset Management Holding S.A.$10.1M1
182Retirement Systems of Alabama$10.0M1
183Walleye Capital LLC$9.8M1
184Investment Management Corp of Ontario$9.7M1
185VOYA INVESTMENT MANAGEMENT LLC$9.5M1
186Woodline Partners LP$9.2M1
187Qsemble Capital Management, LP$8.9M1
188Connor, Clark & Lunn Investment Management Ltd.$8.9M1
189HEARTLAND ADVISORS INC$8.7M1
190LMR Partners LLP$8.4M1
191Socorro Asset Management LP$8.4M1
192Corient Private Wealth LLC$8.3M1
193Leeward Investments, LLC - MA$8.3M1
194XPONANCE LLC$8.1M1
195HENNESSY ADVISORS INC$8.1M1
196NewEdge Advisors, LLC$8.0M1
197BTC Capital Management, Inc.$8.0M1
198JANE STREET GROUP, LLC$7.9M1
199Illinois Municipal Retirement Fund$7.8M1
200KAYNE ANDERSON CAPITAL ADVISORS LP$7.7M1
201Utah Retirement Systems$7.6M1
202CONTRAVISORY INVESTMENT MANAGEMENT, INC.$7.5M1
203OPUS INVESTMENT MANAGEMENT INC$7.3M1
204ROYAL LONDON ASSET MANAGEMENT LTD$7.3M1
205Focus Partners Wealth$7.2M1
206USS Investment Management Ltd$7.1M1
207Y-Intercept (Hong Kong) Ltd$7.0M1
208Pathstone Holdings, LLC$7.0M1
209Vontobel Holding Ltd.$6.9M1
210Sumitomo Mitsui DS Asset Management Company, Ltd$6.9M1
211Jain Global LLC$6.8M1
212SHELTON CAPITAL MANAGEMENT$6.6M1
213Palisade Asset Management, LLC$6.5M1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.5M1
215Cresset Asset Management, LLC$6.5M1
216BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.5M1
217Resolution Capital Ltd$6.5M1
218SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.4M1
219MACKENZIE FINANCIAL CORP$6.4M1
220YOUSIF CAPITAL MANAGEMENT, LLC$6.4M1
221Focus Financial Network, Inc.$6.4M1
222Union Bancaire Privee, UBP SA$6.4M1
223REINHART PARTNERS, LLC.$6.3M1
224MERCER GLOBAL ADVISORS INC /ADV$6.1M1
225Oliver Luxxe Assets LLC$6.0M1
226INTACT INVESTMENT MANAGEMENT INC.$5.9M1
227ADVOCATE GROUP LLC$5.8M1
228Vanguard Personalized Indexing Management, LLC$5.8M1
229BOOTHBAY FUND MANAGEMENT, LLC$5.7M1
230LAZARD ASSET MANAGEMENT LLC$5.6M1
231Rockefeller Capital Management L.P.$5.6M1
232American Assets Investment Management, LLC$5.6M1
233Polymer Capital Management (US) LLC$5.6M1
234FIRST NATIONAL BANK OF OMAHA$5.5M1
235Waverly Advisors, LLC$5.4M1
236CWM, LLC$5.4M1
237OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.4M1
238Larson Financial Group LLC$5.3M1
239PRIMECAP MANAGEMENT CO/CA/$5.3M1
240Kestra Advisory Services, LLC$5.1M1
241Capital Management Associates, Inc$5.1M1
242Federation des caisses Desjardins du Quebec$5.1M1
243FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$5.0M1
244Metis Global Partners, LLC$5.0M1
245MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$5.0M1
246Defiance ETFs, LLC$5.0M1
247Atria Investments, Inc$4.9M1
248GLENMEDE TRUST CO NA$4.9M1
249NISA INVESTMENT ADVISORS, LLC$4.8M1
250L & S Advisors Inc$4.8M1
251PROFUND ADVISORS LLC$4.8M1
252Harrison Street Private Wealth LLC$4.6M1
253Ameritas Investment Partners, Inc.$4.5M1
254Private Advisor Group, LLC$4.5M1
255ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$4.5M1
256MML INVESTORS SERVICES, LLC$4.4M1
257Hennion & Walsh Asset Management, Inc.$4.3M1
258DAVENPORT & Co LLC$4.3M1
259UniSuper Management Pty Ltd$4.3M1
260Sanctuary Advisors, LLC$4.3M1
261M&T BANK CORP$4.2M1
262SIMON QUICK ADVISORS, LLC$4.2M1
263ELEVATION POINT WEALTH PARTNERS, LLC$4.1M1
264NOMURA HOLDINGS INC$4.0M1
265ABN AMRO INVESTMENT SOLUTIONS$4.0M1
266Headlands Technologies LLC$4.0M1
267Norinchukin Bank, The$3.9M1
268MEYER HANDELMAN CO$3.9M1
269Vestmark Advisory Solutions, Inc.$3.9M1
270PRUDENTIAL PLC$3.7M1
271INTECH INVESTMENT MANAGEMENT LLC$3.7M1
272Dynamic Technology Lab Private Ltd$3.6M1
273XTX Topco Ltd$3.5M1
274Summit Trail Advisors, LLC$3.5M1
275Financiere des Professionnels - Fonds d'investissement inc.$3.5M1
276Siemens Fonds Invest GmbH$3.5M1
277Jefferies Financial Group Inc.$3.4M1
278Strong Tower Advisory Services$3.4M1
279Sequoia Financial Advisors, LLC$3.4M1
280Beacon Pointe Advisors, LLC$3.4M1
281Geneos Wealth Management Inc.$3.2M1
282Tower Research Capital LLC (TRC)$3.2M1
283Banque Cantonale Vaudoise$3.2M1
284OpenArc Corporate Advisory, LLC$3.1M1
285BLAIR WILLIAM & CO/IL$3.1M1
286Vident Advisory, LLC$3.1M1
287MIZUHO SECURITIES USA LLC$2.8M1
288Edgestream Partners, L.P.$2.8M1
289Berger Financial Group, Inc$2.8M1
2901832 Asset Management L.P.$2.8M1
291SCHRODER INVESTMENT MANAGEMENT GROUP$2.8M1
292Sound View Wealth Advisors Group, LLC$2.8M1
293QRG CAPITAL MANAGEMENT, INC.$2.7M1
294Edgemoor Investment Advisors, Inc.$2.7M1
295ARS Investment Partners, LLC$2.7M1
296NAVELLIER & ASSOCIATES INC$2.7M1
297HARTFORD INVESTMENT MANAGEMENT CO$2.7M1
298Aptus Capital Advisors, LLC$2.6M1
299Baird Financial Group, Inc.$2.6M1
300Lido Advisors, LLC$2.5M1
301Tradition Wealth Management, LLC$2.5M1
302AMG National Trust Bank$2.5M1
303Empowered Funds, LLC$2.4M1
304Delta Global Management LP$2.4M1
305UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$2.4M1
306Maryland State Retirement & Pension System$2.3M1
307D.A. DAVIDSON & CO.$2.3M1
308TriaGen Wealth Management LLC$2.3M1
309Quantbot Technologies LP$2.3M1
310Brevan Howard Capital Management LP$2.3M1
311Crossmark Global Holdings, Inc.$2.2M1
312PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$2.2M1
313Advisors Asset Management, Inc.$2.2M1
314EPIQ PARTNERS, LLC$2.2M1
315MITCHELL & PAHL PRIVATE WEALTH, LLC$2.2M1
316FIL Ltd$2.2M1
317Quotient Wealth Partners, LLC$2.2M1
318B. Metzler seel. Sohn & Co. AG$2.2M1
319BANQUE PICTET & CIE SA$2.1M1
320Ethic Inc.$2.1M1
321Merit Financial Group, LLC$2.1M1
322iSAM Funds (UK) Ltd$2.1M1
323Pallas Capital Advisors LLC$2.1M1
324Bleakley Financial Group, LLC$2.1M1
325HB Wealth Management, LLC$2.0M1
326AGF MANAGEMENT LTD$2.0M1
327LBP AM SA$2.0M1
328INFRASTRUCTURE CAPITAL ADVISORS, LLC$2.0M1
329BENJAMIN EDWARDS INC$2.0M1
330Orion Porfolio Solutions, LLC$2.0M1
331Machina Capital S.A.S.$1.9M1
332CREDIT AGRICOLE S A$1.9M1
333Ascent Group, LLC$1.9M1
334MUFG Securities EMEA plc$1.9M1
335Savvy Advisors, Inc.$1.9M1
336Royal Fund Management, LLC$1.9M1
337SCP Investment, LP$1.9M1
338Dai-ichi Life Insurance Company, Ltd$1.9M1
339FOUNDATIONS INVESTMENT ADVISORS, LLC$1.8M1
340PRINCIPAL SECURITIES, INC.$1.8M1
341OPPENHEIMER & CO INC$1.8M1
342Accredited Investors Inc.$1.8M1
343E Fund Management Co., Ltd.$1.8M1
344Saudi Central Bank$1.7M1
345FULTON BANK, N.A.$1.7M1
346Sterling Capital Management LLC$1.6M1
347First National Advisers, LLC$1.6M1
348Callan Family Office, LLC$1.6M1
349Dakota Wealth Management$1.6M1
350KEYBANK NATIONAL ASSOCIATION/OH$1.6M1
351BAILARD, INC.$1.6M1
352Lombard Odier Asset Management (Switzerland) SA$1.6M1
353GREAT VALLEY ADVISOR GROUP, INC.$1.6M1
354WHITE PINE CAPITAL LLC$1.6M1
355New Age Alpha Advisors, LLC$1.6M1
356Savant Capital, LLC$1.6M1
357Bond & Devick Financial Network, Inc.$1.6M1
358TOKIO MARINE ASSET MANAGEMENT CO LTD$1.6M1
359CHOREO, LLC$1.5M1
360Apollon Wealth Management, LLC$1.5M1
361Vise Technologies, Inc.$1.5M1
362Ashton Thomas Private Wealth, LLC$1.5M1
363NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.5M1
364UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
365Modern Wealth Management, LLC$1.5M1
366PARTNERS CAPITAL INVESTMENT GROUP, LLP$1.5M1
367Western Wealth Management, LLC$1.5M1
368Assenagon Asset Management S.A.$1.5M1
369Mariner, LLC$1.5M1
370Empirical Finance, LLC$1.5M1
371Envestnet Portfolio Solutions, Inc.$1.5M1
372COLDSTREAM CAPITAL MANAGEMENT INC$1.4M1
373CI INVESTMENTS INC.$1.4M1
374Gallagher Fiduciary Advisors, LLC$1.4M1
375Dorsey & Whitney Trust CO LLC$1.4M1
376Raleigh Capital Management Inc.$1.4M1
377DeDora Capital, Inc.$1.4M1
378WESTPAC BANKING CORP$1.4M1
379Snowden Capital Advisors LLC$1.4M1
380North Dakota State Investment Board$1.4M1
381VCI Wealth Management LLC$1.4M1
382BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.3M1
383ALPS ADVISORS INC$1.3M1
384Concurrent Investment Advisors, LLC$1.3M1
385WEALTH ALLIANCE, LLC$1.3M1
386EVOLVE PRIVATE WEALTH, LLC$1.3M1
387MUFG SECURITIES AMERICAS INC.$1.3M1
388Steward Partners Investment Advisory, LLC$1.3M1
389Vermillion Wealth Management, Inc.$1.3M1
390Accurate Wealth Management, LLC$1.3M1
391EQUITABLE TRUST CO$1.3M1
392RIA Advisory Group LLC$1.3M1
393SECURIAN ASSET MANAGEMENT, INC$1.3M1
394Procyon Advisors, LLC$1.3M1
395Forvis Mazars Wealth Advisors, LLC$1.2M1
396Enhancing Capital LLC$1.2M1
397OPPENHEIMER ASSET MANAGEMENT INC.$1.2M1
398Laird Norton Wetherby Trust Company, LLC$1.2M1
399TOUNJIAN ADVISORY PARTNERS, LLC$1.2M1
400Valtinson Bruner Financial Planning LLC$1.2M1
401GREENLEAF TRUST$1.2M1
402Koshinski Asset Management, Inc.$1.2M1
403Meiji Yasuda Asset Management Co Ltd.$1.2M1
404CenterBook Partners LP$1.2M1
405Wilmington Savings Fund Society, FSB$1.2M1
406Johnson Financial Group, Inc.$1.2M1
407BAYBAN$1.1M1
408Verdence Capital Advisors LLC$1.1M1
409Wealth Enhancement Trust Services, Inc.$1.1M1
410Arax Advisory Partners$1.1M1
411OneDigital Investment Advisors LLC$1.1M1
412SBI Okasan Asset Management Co.Ltd.$1.1M1
413J.W. COLE ADVISORS, INC.$1.1M1
41417 CAPITAL PARTNERS, LLC$1.1M1
415Aspen Wealth Strategies, LLC$1.1M1
416Pinnacle Financial Partners, Inc.$1.1M1
417GATEWAY INVESTMENT ADVISERS LLC$1.1M1
418MISSION WEALTH MANAGEMENT, LP$1.1M1
419WealthTrust Axiom LLC$1.1M1
420Stratos Investment Management, LLC$1.1M1
421CROBAN$1.0M1
422HighMark Wealth Management LLC$1.0M1
423TECTONIC ADVISORS LLC$1.0M1
424Andra AP-fonden$1.0M1
425Curi Capital, LLC$1.0M1
426THOMPSON INVESTMENT MANAGEMENT, INC.$1.0M1
427IHT Wealth Management, LLC$1.0M1
428HighVista Strategies LLC$998K1
429Caprock Group, LLC$989K1
430Altshuler Shaham Ltd$980K1
431NorthRock Partners, LLC$965K1
432Townsend & Associates, Inc$939K1
433Kenora Financial, LLC$915K1
434Chronos Wealth Management, LLC$913K1
435Man Group plc$906K1
436Emerald Advisors, LLC$906K1
437Quadrature Capital Ltd$898K1
438Stratos Wealth Partners, LTD.$897K1
439Smartleaf Asset Management LLC$890K1
440EXCHANGE TRADED CONCEPTS, LLC$886K1
441FOURPATH CAPITAL MANAGEMENT, LLC$885K1
442NORDEN GROUP LLC$885K1
443DEARBORN PARTNERS LLC$871K1
444111 Capital$871K1
445KLCM Advisors, Inc.$870K1
446Prosperity Consulting Group, LLC$869K1
447Finer Wealth Management, Inc.$869K1
448GTS SECURITIES LLC$868K1
449Everest Financial Group LLC$861K1
450NICOLET BANKSHARES INC$858K1
451Independent Advisor Alliance$854K1
452Sigma Planning Corp$852K1
453NewEdge Wealth, LLC$834K1
454HANCOCK WHITNEY CORP$833K1
455Heritage Wealth Management, Inc.$831K1
456Great Waters Wealth Management$831K1
457MATHER GROUP, LLC.$829K1
458INTRUST BANK NA$827K1
459Fifth Third Wealth Advisors LLC$826K1
460ICICI Prudential Asset Management Co Ltd$821K1
461AVIVA PLC$802K1
462Kingsview Wealth Management, LLC$802K1
463Cypress Capital Group$801K1
464Moors & Cabot, Inc.$798K1
465PKO Investment Management Joint-Stock Co$794K1
466OneAscent Financial Services LLC$790K1
467Havemeyer Place LP$784K1
468Lifeworks Advisors, LLC$772K1
469CITIZENS FINANCIAL GROUP INC/RI$765K1
470Summit Financial, LLC$748K1
471Aaron Wealth Advisors LLC$746K1
472Meeder Advisory Services, Inc.$741K1
473Wedmont Private Capital$736K1
474D. E. Shaw & Co., Inc.$735K1
475Pekao Towarzystwo Funduszy Inwestycyjnych S.A.$733K1
476USA FINANCIAL FORMULAS$731K1
477Brooklyn Investment Group$730K1
478FIDELIS CAPITAL PARTNERS, LLC$718K1
479SYM FINANCIAL Corp$717K1
480VestGen Advisors, LLC$713K1
481American State Bank (Iowa)$711K1
482Bull Harbor Capital LLC$710K1
483Drucker Wealth 3.0, LLC$708K1
484Code Waechter LLC$704K1
485MGO ONE SEVEN LLC$704K1
486TEACHER RETIREMENT SYSTEM OF TEXAS$701K1
487TCP Asset Management, LLC$696K1
488AMERIFLEX GROUP, INC.$687K1
489Chicago Partners Investment Group LLC$687K1
490Tradewinds Capital Management, LLC$673K1
491Legacy Wealth Asset Management, LLC$658K1
492SIGNATUREFD, LLC$653K1
493Ballentine Partners, LLC$650K1
494Cohen Klingenstein LLC$643K1
495BROWN ADVISORY INC$642K1
496Prospera Financial Services Inc$638K1
497CENTRAL TRUST Co$636K1
498BRADLEY FOSTER & SARGENT INC/CT$636K1
499Walleye Trading LLC$635K1
500SAGESPRING WEALTH PARTNERS, LLC$632K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 3 sell
Congress net ($ bound)−$45.0K to −$3.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on XEL

RETAINED WINDOW · ACTIVE HITS

Zero hits on XEL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for XEL · financials and macro

Financials — as filed PLANNED

XEL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: XEL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing