Xcel Energy Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report1 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Xcel Energy Inc
79.84
+2.41%
vs ±4.1% implied · ×0.58
shaded = implied · ▲▼ = realized
1,293 managers report $48.6B of Xcel Energy on form 13F for the quarter ended Jun 30 '26. 43 of them hold 80% of it; BlackRock is largest at 10.07%.
Fund move
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $4.9B | 10.07% | +12.96% | |
| 2 | Vanguard Capital ManagementVanguardindex-like | $3.3B | 6.74% | +3.24% | |
| 3 | State StreetState Streetindex-like | $3.1B | 6.48% | +4.77% | |
| 4 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $2.9B | 5.89% | +2.40% | |
| 5 | Bank of AmericaBank of America | $2.4B | 4.95% | +1.67% | |
| 6 | Capital Research Global InvestorsCapital Research Global Investors | $2.4B | 4.84% | +7.50% | |
| 7 | JPMorgan ChaseJPMorgan Chase | $1.8B | 3.67% | new | |
| 8 | InvescoInvesco | $1.7B | 3.54% | +63.29% | |
| 9 | Geode Capital ManagementGeodeindex-like | $1.4B | 2.97% | +6.16% | |
| 10 | Goldman Sachs GroupGoldman Sachs | $1.3B | 2.76% | +113.45% | |
| 11 | Massachusetts Financial ServicesMassachusetts Financial Services | $1.3B | 2.71% | −10.01% | |
| 12 | FMRFMR | $895.6M | 1.84% | +65.98% | |
| 13 | GQG PartnersGQG Partners | $891.7M | 1.84% | −0.79% | |
| 14 | Aristotle Capital ManagementAristotle | $839.9M | 1.73% | −5.83% | |
| 15 | Pictet Asset Management HoldingPictet | $725.8M | 1.49% | +1.88% | |
| 16 | Barrow Hanley Mewhinney & StraussBarrow Hanley Mewhinney & Strauss | $708.1M | 1.46% | +58.24% | |
| 17 | Morgan StanleyMorgan Stanley | $633.9M | 1.31% | +10.11% | |
| 18 | Franklin ResourcesFranklin Resources | $631.9M | 1.30% | +1.32% | |
| 19 | T. Rowe Price AssociatesT. Rowe Price | $564.9M | 1.16% | −6.99% | |
| 20 | Legal & General GroupLegal & General | $503.5M | 1.04% | +1.12% | |
| 21 | Deutsche Bank AG\Deutsche Bank AG\ | $433.9M | 0.89% | +34.52% | |
| 22 | Northern TrustNorthern Trustindex-like | $420.9M | 0.87% | +2.20% | |
| 23 | Charles Schwab Investment ManagementCharles Schwabindex-like | $335.3M | 0.69% | +5.93% | |
| 24 | Royal Bank of CanadaRoyal Bank of Canada | $296.1M | 0.61% | −4.77% | |
| 25 | Newport TrustNewport Trust | $290.1M | 0.60% | −1.30% |
Fund move
No thesis.
No implied move.
No implied move.
Expected move
No implied move.