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Funds Holding Xcel Energy Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Xcel Energy Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of XEL →
Funds holding
200
as of 2026-07-31
Reported value
$5.2B
summed across funds
Fund families
92
named trusts
Largest conviction
7.07%
2 above 5% of a fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Virtus Reaves Utilities ETFETFis Series Trust I1.2M sh$92.9M7.07%
MFS Utilities FundMFS Series Trust VI1.8M sh$142.7M5.46%
Reaves Utility Income FundReaves Utility Income Fund2.1M sh$161.8M4.59%
NYLIM CBRE Global Infrastructure FundNYLIM FUNDS TRUST963K sh$75.3M4.41%
Fidelity Telecom and Utilities FundFidelity Select Portfolios725.4K sh$56.7M4.29%
Duff & Phelps Utility & Infrastructure Fund Inc.Duff & Phelps Utility & Infrastructure Fund Inc.300.3K sh$23.5M4.03%
Global X U.S. Electrification ETFGLOBAL X FUNDS234.6K sh$18.3M3.97%
DNP Select Income Fund IncDNP Select Income Fund Inc1.8M sh$142.1M3.83%
iShares Infrastructure Active ETFBlackRock ETF Trust52.1K sh$4.1M3.71%
Invesco S&P 500 Equal Weight Utilities ETFInvesco Exchange-Traded Fund Trust220.1K sh$17.2M3.20%
Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST944.8K sh$73.9M3.18%
Invesco Dorsey Wright Utilities Momentum ETFInvesco Exchange-Traded Fund Trust22.2K sh$1.7M3.18%
iShares U.S. Utilities ETFiShares Trust562.9K sh$44M3.01%
UTILITIES ULTRASECTOR PROFUNDProFunds3K sh$233.5K2.98%
Reaves Infrastructure FundADVISORS' INNER CIRCLE FUND II14.1K sh$1.1M2.97%
NYLIM CBRE Real Assets ETFNYLIM Active ETF Trust2.5K sh$197.2K2.87%
First Trust EIP Power Solutions ETFFirst Trust Exchange-Traded Fund IV10.4K sh$813.7K2.75%
Direxion Daily Utilities Bull 3X SharesDirexion Shares ETF Trust13.2K sh$1M2.74%
First Trust Utilities AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund263.2K sh$20.6M2.48%
Global Infrastructure FundRUSSELL INVESTMENT CO179.4K sh$14M2.30%
Harbor Large Cap Value FundHARBOR FUNDS254.7K sh$19.9M2.10%
Integrity Dividend Harvest FundINTEGRITY FUNDS210K sh$16.4M2.09%
Integrity Mid-North American Resources FundINTEGRITY FUNDS50K sh$3.9M2.01%
PGIM Jennison Global Infrastructure FundPrudential World Fund, Inc.14.3K sh$1.1M1.97%
Innovator Nasdaq-100 Managed Floor ETFInnovator ETFs Trust116.6K sh$9.1M1.74%
John Hancock Tax-Advantaged Dividend Income FundJohn Hancock Tax-Advantaged Dividend Income Fund207K sh$16.2M1.73%
Virtus Duff & Phelps Select MLP and Energy FundVirtus Alternative Solutions Trust10.4K sh$810.6K1.53%
Hennessy Gas Utility FundHennessy Funds Trust99.7K sh$7.8M1.52%
First Trust North American Energy Infrastructure FundFirst Trust Exchange-Traded Fund IV781K sh$61.1M1.48%
Fidelity Infrastructure FundFidelity Investment Trust25.6K sh$2M1.29%
SA MFS Massachusetts Investors Trust PortfolioSUNAMERICA SERIES TRUST92.9K sh$7.3M1.25%
American Beacon Large Cap Value FundAMERICAN BEACON FUNDS473.7K sh$37M1.24%
Equity Income FundRUSSELL INVESTMENT CO23.6K sh$1.8M1.19%
Fidelity Advisor Value FundFidelity Advisor Series I59.7K sh$4.7M1.16%
SA JPMorgan Equity-Income PortfolioSUNAMERICA SERIES TRUST115.5K sh$9M1.16%
Fidelity Value FundFidelity Capital Trust1.5M sh$118.1M1.13%
Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust32.9K sh$2.6M1.09%
Fidelity Mid Cap Value FundFidelity Devonshire Trust325.7K sh$25.5M1.07%
Virtus Real Asset Income ETFETFis Series Trust I2.5K sh$195.9K1.05%
Direxion NASDAQ-100 Equal Weighted Index SharesDirexion Shares ETF Trust171K sh$13.4M1.00%
Federated Hermes Enhanced Income ETFFederated Hermes ETF Trust7.1K sh$556.9K0.97%
Federated Hermes Strategic Value Dividend FundFederated Hermes Equity Funds1.2M sh$93.7M0.94%
Equity Income FundPrincipal Funds, Inc907.8K sh$71M0.89%
iShares Select Dividend ETFiShares Trust2.6M sh$205.6M0.88%
American Beacon Balanced FundAMERICAN BEACON FUNDS11.7K sh$913.4K0.87%
FT Energy Income Partners Strategy ETFFirst Trust Exchange-Traded Fund IV52.7K sh$4.1M0.73%
AAM Transformers ETFETF Series Solutions22.6K sh$1.8M0.71%
American Beacon Diversified FundAmerican Beacon Institutional Funds Trust54.4K sh$4.3M0.70%
iShares Morningstar Mid-Cap Value ETFiShares Trust99.6K sh$7.8M0.68%
FlexShares STOXX Global Broad Infrastructure Index FundFlexShares Trust257.9K sh$20.2M0.67%
Invesco S&P 500 Value with Momentum ETFInvesco Exchange-Traded Fund Trust11.2K sh$872.3K0.67%
LargeCap Value Fund IIIPrincipal Funds, Inc194.4K sh$15.2M0.66%
Fidelity Series Stock Selector Large Cap Value FundFidelity Devonshire Trust1.3M sh$101.4M0.59%
Fidelity Stock Selector Large Cap Value FundFidelity Devonshire Trust61.2K sh$4.8M0.58%
CIBC ATLAS INCOME OPPORTUNITIES FUNDADVISORS' INNER CIRCLE FUND34K sh$2.7M0.55%
PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST18.2K sh$1.4M0.55%
iShares MSCI USA Quality Factor ETFiShares Trust3.1M sh$242.4M0.52%
iShares MSCI USA Min Vol Factor ETFiShares Trust1.5M sh$116.5M0.49%
CIBC ATLAS DISCIPLINED EQUITY FUNDADVISORS' INNER CIRCLE FUND84.3K sh$6.6M0.49%
First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund87.5K sh$6.8M0.49%
Goldman Sachs Income Builder FundGOLDMAN SACHS TRUST156.2K sh$12.2M0.44%
Column Mid Cap FundTrust for Professional Managers63.6K sh$4.8M0.43%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO79.2K sh$6.2M0.43%
VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS3.6M sh$284.5M0.43%
Nomura Global Listed Real Assets FundDelaware Pooled Trust5.1K sh$398.4K0.40%
American Mutual FundAmerican Mutual Fund5.9M sh$464.2M0.39%
Fidelity Mid Cap Index FundFidelity Salem Street Trust2.4M sh$185M0.36%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST126.2K sh$9.9M0.35%
iShares Russell Mid-Cap Index FundBlackRock Funds115.4K sh$9M0.35%
iShares Morningstar Mid-Cap ETFiShares Trust71.5K sh$5.6M0.34%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust995.5K sh$77.8M0.33%
iShares Core Dividend Growth ETFiShares Trust1.8M sh$137.3M0.32%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust18.2K sh$1.4M0.31%
Goldman Sachs Multi-Manager Real Assets Strategy FundGoldman Sachs Trust II59.2K sh$4.6M0.30%
T. Rowe Price Global Growth Stock FundT. ROWE PRICE INTERNATIONAL FUNDS, INC.34.1K sh$2.7M0.30%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust17.9K sh$1.4M0.30%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO476.1K sh$37.2M0.30%
American Funds Global Balanced FundAmerican Funds Global Balanced Fund1.3M sh$99.1M0.30%
First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund52.6K sh$4.1M0.26%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO100.8K sh$7.9M0.26%
Capital Income BuilderCapital Income Builder4.3M sh$335.9M0.26%
Putnam U.S. Research FundPutnam Investment Funds26.3K sh$2.1M0.25%
Morningstar U.S. Equity FundMorningstar Funds Trust60.1K sh$4.7M0.25%
First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund5.3K sh$413.1K0.25%
Fidelity Low Volatility Factor ETFFidelity Covington Trust42.1K sh$3.3M0.23%
Global X NASDAQ 100 Covered Call ETFGLOBAL X FUNDS236.3K sh$18.5M0.23%
Global X Nasdaq 100 Covered Call & Growth ETFGLOBAL X FUNDS4.6K sh$360.7K0.23%
Pacer Trendpilot 100 ETFPacer Funds Trust34.1K sh$2.7M0.22%
Victory Nasdaq-100 Index FundVictory Portfolios III255.9K sh$20M0.22%
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETFPacer Funds Trust1.4K sh$112.5K0.22%
Global X NASDAQ 100 Tail Risk ETFGLOBAL X FUNDS215 sh$16.8K0.22%
Global X NASDAQ 100 Risk Managed Income ETFGLOBAL X FUNDS397 sh$31K0.22%
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS3.5M sh$276.2M0.21%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I8.8K sh$691.7K0.21%
Global X NASDAQ 100 Collar 95-110 ETFGLOBAL X FUNDS89 sh$7K0.21%
Column Mid Cap Select FundTrust for Professional Managers89.4K sh$6.8M0.21%
Pacer Metaurus Nasdaq 100 Dividend Multiplier 600 ETFPacer Funds Trust482 sh$37.7K0.21%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS2.5M sh$196.5M0.20%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.4M sh$186.6M0.19%
Hartford Multifactor US Equity ETFLattice Strategies Trust16.1K sh$1.3M0.18%
iShares MSCI USA Size Factor ETFiShares Trust9.7K sh$761.4K0.18%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust17.8K sh$1.4M0.18%
Invesco QQQ Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust17.2K sh$1.3M0.17%
ULTRANASDAQ-100 PROFUNDProFunds28.4K sh$2.2M0.17%
BlackRock Multi-Asset Income PortfolioBlackRock Funds II222.2K sh$17.4M0.17%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST14.8K sh$1.2M0.16%
LARGE-CAP VALUE PROFUNDProFunds110 sh$8.6K0.16%
George Putnam Balanced FundGeorge Putnam Balanced Fund48.3K sh$3.8M0.16%
iShares Morningstar Value ETFiShares Trust24.3K sh$1.9M0.14%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust18.7K sh$1.5M0.14%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust210.8K sh$16.5M0.13%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust246.7K sh$19.3M0.13%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST19.2K sh$1.5M0.13%
Nuveen Large Cap Value Index FundTIAA-CREF Funds226.3K sh$17.7M0.13%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC43.6K sh$3.4M0.13%
1290 Loomis Sayles Multi-Asset Income Fund1290 Funds1.5K sh$117.8K0.12%
NASDAQ-100 PROFUNDProFunds1.9K sh$149.4K0.12%
BlackRock Tactical Opportunities FundBlackRock Funds90K sh$7M0.12%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS32 sh$2.5K0.11%
Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL12.5K sh$976.2K0.11%
Fidelity Series All-Sector Equity FundFidelity Devonshire Trust74.7K sh$5.8M0.10%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST171K sh$13.4M0.10%
SA JPMorgan Diversified Balanced PortfolioSUNAMERICA SERIES TRUST5.3K sh$413.2K0.10%
Goldman Sachs U.S. Equity Insights FundGoldman Sachs Trust13.9K sh$1.1M0.10%
JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust584 sh$45.7K0.10%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc9K sh$700.8K0.10%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust118.8K sh$9.3M0.09%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust159 sh$12.4K0.09%
PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds53K sh$4.1M0.09%
MFS Global Total Return FundMFS Series Trust VI13.4K sh$1M0.08%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust2.6K sh$202.8K0.08%
Dimensional US Core Equity Market ETFDimensional ETF Trust125.2K sh$9.8M0.08%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS48 sh$3.8K0.08%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust3.5K sh$274.9K0.08%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS35 sh$2.7K0.08%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS12.7K sh$996.4K0.08%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III3.6K sh$277.8K0.08%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS484 sh$37.8K0.08%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust86.1K sh$6.7M0.08%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.13K sh$1M0.08%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust182.5K sh$14.3M0.08%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc7.5K sh$582.7K0.08%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.4M sh$109.1M0.08%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC138.4K sh$10.8M0.08%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS77 sh$6K0.08%
Steward Values Enhanced Large Cap FundSteward Funds Inc3.1K sh$245.5K0.08%
LargeCap S&P 500 Index FundPrincipal Funds, Inc128.7K sh$10.1M0.08%
TCW Transform 500 ETFTCW ETF Trust10.6K sh$825.9K0.08%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.25.9K sh$2M0.08%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST20.5K sh$1.6M0.07%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS613 sh$47.9K0.07%
iShares Morningstar U.S. Equity ETFiShares Trust12.1K sh$949.9K0.07%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust178.4K sh$13.9M0.07%
Victory 500 Index FundVictory Portfolios III146.1K sh$11.4M0.07%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS30.8K sh$2.4M0.07%
Nuveen S&P 500 Index FundTIAA-CREF Funds129K sh$10.1M0.07%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust51.4K sh$4M0.07%
E*TRADE No Fee Large Cap Index FundE Trade Trust1.2K sh$97.7K0.07%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST30.6K sh$2.4M0.07%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust29.9K sh$2.3M0.07%
Nationwide S&P 500 Index FundNationwide Mutual Funds16.7K sh$1.3M0.07%
Dimensional U.S. Equity Market ETFDimensional ETF Trust190K sh$14.9M0.07%
iShares Dow Jones U.S. ETFiShares Trust26.6K sh$2.1M0.07%
Schwab 1000 Index FundSCHWAB INVESTMENTS198.3K sh$15.5M0.07%
American Conservative Values ETFETF Opportunities Trust1.4K sh$106.4K0.07%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust2.4K sh$184.2K0.07%
Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds14.3K sh$1.1M0.07%
Dimensional US Core Equity 1 ETFDimensional ETF Trust29.7K sh$2.3M0.07%
Vox Populi ETFAdvisors Series Trust51 sh$4K0.07%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust15K sh$1.2M0.07%
Wilmington Large-Cap Strategy FundWilmington Funds5.4K sh$422.3K0.07%
E*TRADE No Fee Total Market Index FundE Trade Trust951 sh$74.4K0.07%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust339.7K sh$26.6M0.07%
iShares Total U.S. Stock Market Index FundBlackRock Funds40.8K sh$3.2M0.07%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST378.3K sh$29.6M0.07%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL150.2K sh$11.7M0.06%
Nuveen Equity Index FundTIAA-CREF Funds492K sh$38.5M0.06%
Pacer PE/VC ETFPacer Funds Trust19 sh$1.5K0.06%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC324.3K sh$25.4M0.06%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust492 sh$38.5K0.06%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust4.3K sh$339.8K0.06%
BlackRock Dynamic High Income PortfolioBlackRock Funds II12.5K sh$979.4K0.06%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc2.1K sh$165.2K0.06%
iShares MSCI Kokusai ETFiShares Trust1.9K sh$144.9K0.06%
ULTRABULL PROFUNDProFunds1.3K sh$105.1K0.06%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust48.8K sh$3.8M0.06%
AMT Diversified Equity FundADVISER MANAGED TRUST2.9K sh$225.5K0.06%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO4.3K sh$332.7K0.06%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust15.3K sh$1.2M0.05%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC270.4K sh$21.1M0.05%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust327.2K sh$25.6M0.05%
Victory Growth & Income FundVictory Portfolios III14.7K sh$1.1M0.05%
iShares U.S. Equity Factor Rotation Active ETFBlackRock ETF Trust243.2K sh$19M0.05%
JPMorgan Income Builder FundJPMorgan Trust I54.5K sh$4.3M0.05%
iShares MSCI ACWI ETFiShares Trust200.9K sh$15.7M0.05%
MidCap Value Fund IPrincipal Funds, Inc14.1K sh$1.1M0.04%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust8.6K sh$675.3K0.04%
BULL PROFUNDProFunds294 sh$23K0.04%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III779 sh$60.9K0.04%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS518.9K sh$40.6M0.04%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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