Filing Research | XEL - XCEL ENERGY INC Institutional Holdings

Snapshot holdings

50 / 354 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.2MSH	$94.2M
2	MIZUHO MARKETS AMERICAS LLC	Shares	885.2KSH	$71.1M
3	Perpetual Ltd	Shares	688.3KSH	$55.3M
4	Mirae Asset Global Investments Co., Ltd.	Shares	429.7KSH	$34.5M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	401.6KSH	$31.8M
6	VIKING FUND MANAGEMENT LLC	Shares	260.0KSH	$20.9M
7	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	207.1KSH	$16.6M
8	Tema ETFs LLC	Shares	196.8KSH	$15.8M
9	Czech National Bank	Shares	177.7KSH	$14.3M
10	IFM Investors Pty Ltd	Shares	152.5KSH	$12.2M
11	PensionDanmark Pensionsforsikringsaktieselskab	Shares	125.3KSH	$10.1M
12	Union Bancaire Privee, UBP SA	Shares	134.0KSH	$9.9M
13	HENNESSY ADVISORS INC	Shares	102.2KSH	$8.2M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	96.8KSH	$7.8M
15	Oliver Luxxe Assets LLC	Shares	95.3KSH	$7.7M
16	ADVOCATE GROUP LLC	Shares	94.2KSH	$7.6M
17	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	93.8KSH	$7.5M
18	Ausbil Investment Management Ltd	Shares	94.3KSH	$7.5M
19	BTC Capital Management, Inc.	Shares	93.4KSH	$7.5M
20	Police & Firemen's Retirement System of New Jersey	Shares	93.1KSH	$7.5M
21	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	92.1KSH	$7.4M
22	Palisade Asset Management, LLC	Shares	82.4KSH	$6.6M
23	INTACT INVESTMENT MANAGEMENT INC.	Shares	78.4KSH	$6.3M
24	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	78.3KSH	$6.3M
25	Fideuram Asset Management (Ireland) dac	Shares	76.5KSH	$6.2M
26	Focus Financial Network, Inc.	Shares	76.4KSH	$6.1M
27	REINHART PARTNERS, LLC.	Shares	74.7KSH	$6.0M
28	Louisiana State Employees Retirement System	Shares	72.0KSH	$5.8M
29	Capital Management Associates, Inc	Shares	66.3KSH	$5.3M
30	Bogart Wealth, LLC	Shares	65.0KSH	$5.2M
31	ABN AMRO INVESTMENT SOLUTIONS	Shares	63.8KSH	$5.1M
32	Hennion & Walsh Asset Management, Inc.	Shares	58.5KSH	$4.7M
33	Princeton Global Asset Management LLC	Shares	55.5KSH	$4.5M
34	Harrison Street Private Wealth LLC	Shares	53.5KSH	$4.3M
35	First Bank & Trust	Shares	51.1KSH	$4.1M
36	Sequoia Financial Advisors, LLC	Shares	48.0KSH	$3.9M
37	LANARK FINANCIAL, INC.	Shares	46.1KSH	$3.7M
38	Strong Tower Advisory Services	Shares	44.0KSH	$3.5M
39	Oak Thistle LLC	Shares	40.9KSH	$3.3M
40	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	Shares	40.5KSH	$3.3M
41	DAVENPORT & Co LLC	Shares	39.9KSH	$3.2M
42	QRG CAPITAL MANAGEMENT, INC.	Shares	37.4KSH	$3.0M
43	MIZUHO SECURITIES USA LLC	Shares	35.8KSH	$2.8M
44	HARTFORD INVESTMENT MANAGEMENT CO	Shares	34.5KSH	$2.8M
45	ARS Investment Partners, LLC	Shares	33.9KSH	$2.7M
46	TriaGen Wealth Management LLC	Shares	29.4KSH	$2.4M
47	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	28.9KSH	$2.3M
48	Merit Financial Group, LLC	Shares	28.9KSH	$2.3M
49	Crossmark Global Holdings, Inc.	Shares	28.5KSH	$2.3M
50	EPIQ PARTNERS, LLC	Shares	27.9KSH	$2.2M

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Manager changes2026-06-30 vs 2026-03-31

50 / 374 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+1.2M	+$92.7M	$94.2M
2	Perpetual Ltd new	Shares	+688.3K	+$55.3M	$55.3M
3	Ausbil Investment Management Ltd new	Shares	+94.3K	+$7.5M	$7.5M
4	MIZUHO MARKETS AMERICAS LLC added	Shares	+80.1K	+$7.1M	$71.1M
5	Fideuram Asset Management (Ireland) dac added	Shares	+73.5K	+$5.9M	$6.2M
6	Mirae Asset Global Investments Co., Ltd. added	Shares	+57.0K	+$4.9M	$34.5M
7	Tema ETFs LLC added	Shares	+59.5K	+$4.9M	$15.8M
8	Union Bancaire Privee, UBP SA added	Shares	+43.2K	+$3.5M	$9.9M
9	Oak Thistle LLC added	Shares	+37.3K	+$3.0M	$3.3M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+35.5K	+$2.5M	$31.8M
11	ADVOCATE GROUP LLC added	Shares	+21.4K	+$1.8M	$7.6M
12	IFM Investors Pty Ltd added	Shares	+18.7K	+$1.6M	$12.2M
13	Oliver Luxxe Assets LLC added	Shares	+19.2K	+$1.6M	$7.7M
14	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+18.8K	+$1.5M	$1.5M
15	Czech National Bank added	Shares	+16.6K	+$1.5M	$14.3M
16	SAPIENT CAPITAL LLC new	Shares	+15.9K	+$1.3M	$1.3M
17	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+13.7K	+$1.1M	$5.1M
18	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+12.6K	+$1.0M	$3.3M
19	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+11.1K	+$989.6K	$10.1M
20	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+10.4K	+$908.6K	$7.8M
21	PBU - The Pension Fund of Early Childhood & Youth Educators added	Shares	+8.9K	+$884.4K	$16.6M
22	PKO Investment Management Joint-Stock Co added	Shares	+10.0K	+$811.6K	$1.6M
23	FLAGSHIP HARBOR ADVISORS, LLC new	Shares	+7.7K	+$619.4K	$619.4K
24	Sequoia Financial Advisors, LLC added	Shares	+5.0K	+$437.1K	$3.9M
25	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+4.0K	+$385.2K	$6.3M
26	Hennion & Walsh Asset Management, Inc. added	Shares	+3.8K	+$351.1K	$4.7M
27	Fifth Third Wealth Advisors LLC added	Shares	+3.8K	+$313.6K	$1.1M
28	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.2K	+$283.2K	$3.0M
29	Sivia Capital Partners, LLC new	Shares	+3.5K	+$278.3K	$278.3K
30	Trilogy Capital Inc. new	Shares	+3.4K	+$271.6K	$271.6K
31	Brookwood Investment Group LLC new	Shares	+3.3K	+$262.9K	$262.9K
32	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+3.0K	+$244.5K	$455.9K
33	Capital Management Associates, Inc added	Shares	+2.3K	+$241.9K	$5.3M
34	RIA Advisory Group LLC added	Shares	+2.8K	+$237.8K	$1.5M
35	Curated Wealth Partners LLC new	Shares	+105.8K	+$237.7K	$237.7K
36	Merit Financial Group, LLC added	Shares	+2.6K	+$233.2K	$2.3M
37	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$223.6K	$20.9M
38	Police & Firemen's Retirement System of New Jersey added	Shares	+1.8K	+$222.4K	$7.5M
39	Riverbend Wealth Management, LLC new	Shares	+2.7K	+$216.3K	$216.3K
40	Composition Wealth, LLC new	Shares	+2.7K	+$215.3K	$215.3K
41	PFG Investments, LLC new	Shares	+2.5K	+$202.5K	$202.5K
42	FELL CAPITAL MANAGEMENT /ADV new	Shares	+2.5K	+$200.8K	$200.8K
43	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+2.5K	+$200.7K	$200.7K
44	Sharkey, Howes & Javer new	Shares	+2.5K	+$200.4K	$200.4K
45	Bogart Wealth, LLC added	Shares	+1.7K	+$191.2K	$5.2M
46	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+1.3K	+$181.4K	$7.4M
47	GAMMA Investing LLC added	Shares	+1.9K	+$172.2K	$1.9M
48	DeDora Capital, Inc. added	Shares	+1.9K	+$166.7K	$1.6M
49	Segment Wealth Management, LLC added	Shares	+1.6K	+$136.1K	$584.6K
50	Louisiana State Employees Retirement System added	Shares	+900	+$133.4K	$5.8M

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