As of the latest SEC filings, XCEL ENERGY INC (XEL) is held by 847 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,573,676,053.92 in market value, representing 0.08% of its portfolio.
Funds holding XCEL ENERGY INC (XEL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- XEL
- CIK:
- 0000072903
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.08% | $1,573,676,053.92 | 19,809,618 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.08% | $1,194,105,855.36 | 15,031,544 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.54% | $1,070,317,601.52 | 13,473,283 | Mar 31, 2026 | May 28, 2026 |
|
QQQ
Invesco QQQ Trust Series 1
|
ETF | Invesco | 0.28% | $1,044,046,237.44 | 13,142,576 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 3.30% | $806,172,134.16 | 10,148,189 | Mar 31, 2026 | May 28, 2026 |
|
MEICX
MFS Value Fund
|
MF | Independent / Boutique | 1.39% | $778,125,087.04 | 9,334,514 | Feb 28, 2026 | Apr 24, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.08% | $627,542,582.72 | 7,528,102 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.08% | $604,379,917.20 | 7,608,005 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.08% | $548,967,101.28 | 6,910,462 | Mar 31, 2026 | May 28, 2026 |
|
OIEIX
JPMorgan Equity Income Fund
|
MF | JPMorgan | 1.32% | $546,024,643.68 | 6,873,422 | Mar 31, 2026 | May 29, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.30% | $495,829,367.52 | 6,241,558 | Mar 31, 2026 | May 28, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.43% | $492,415,587.30 | 5,936,294 | Apr 30, 2026 | Jun 26, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.20% | $458,481,366.48 | 5,771,417 | Mar 31, 2026 | May 28, 2026 |
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.27% | $405,960,199.04 | 4,869,964 | Feb 28, 2026 | Apr 27, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 3.04% | $335,537,671.04 | 4,025,164 | Feb 28, 2026 | Apr 28, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.26% | $328,263,592.65 | 3,957,367 | Apr 30, 2026 | Jun 26, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.93% | $322,174,083.60 | 4,055,565 | Mar 31, 2026 | May 28, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.46% | $301,772,100.00 | 3,638,000 | Apr 30, 2026 | Jun 26, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 1.36% | $281,837,390.88 | 3,547,802 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.22% | $275,488,314.15 | 3,321,137 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.08% | $264,962,190.00 | 3,335,375 | Mar 31, 2026 | May 28, 2026 |
|
FCISX
Franklin Income Fund
|
MF | Franklin Templeton | 0.30% | $238,320,000.00 | 3,000,000 | Mar 31, 2026 | May 27, 2026 |
|
JEPI
JPMorgan Equity Premium Income ETF
|
ETF | JPMorgan | 0.51% | $222,579,678.96 | 2,801,859 | Mar 31, 2026 | May 29, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 0.96% | $219,121,715.40 | 2,641,612 | Apr 30, 2026 | Jun 24, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 1.94% | $211,061,037.84 | 2,656,861 | Mar 31, 2026 | May 29, 2026 |
Advertisement (320x50)