Question 1

Which hedge funds and institutional investors hold XEL?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for XEL shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for XEL whale holdings?

Accepted Answer

Conviction level reflects how significant XEL is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to XEL, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for XEL?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about XEL?

Accepted Answer

QoQ changes for XEL show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	37.1M	$3.0B	0.1%	$2896.4B
Capital Research	27.3M	$2.2B	0.3%	$644.6B
Invesco	13.1M	$1.0B	0.3%	$370.7B
American Century	3.0M	$235.7M	0.1%	$194.3B
Jennison	1.9M	$152.6M	0.1%	$145.4B
Geode Capital	1.9M	$152.0M	0.0%	$1607.5B
Adage Capital	1.6M	$125.0M	0.2%	$64.8B
Millennium	1.3M	$107.1M	0.0%	$240.3B
Point72	1.0M	$81.2M	0.1%	$78.1B
ExodusPoint	994.1K	$79.0M	0.6%	$12.4B
Arrowstreet	936.6K	$74.4M	0.0%	$184.8B
AQR Capital	695.1K	$54.6M	0.0%	$218.4B
Two Sigma	673.4K	$53.5M	0.0%	$123.9B
Renaissance Tech	543.6K	$43.2M	0.1%	$63.9B
Gabelli	531.2K	$42.2M	0.3%	$14.8B
Soros Fund	508.4K	$40.4M	0.4%	$9.1B
Hudson Bay	471.6K	$37.5M	0.1%	$29.0B
Citadel	390.1K	$31.0M	0.0%	$618.5B
Citadel	374.6K	$29.8M	0.0%	$618.5B
Schonfeld	155.9K	$12.4M	0.1%	$14.2B
WorldQuant	140.2K	$11.1M	0.0%	$25.9B
DFA	100.8K	$8.0M	0.0%	$481.4B
Franklin Templeton	69.0K	$5.5M	0.0%	$408.3B
PRIMECAP	67.0K	$5.3M	0.0%	$127.0B
Brevan Howard	28.4K	$2.3M	0.0%	$11.3B
Citadel	22.0K	$1.7M	0.0%	$618.5B
BlackRock	9.8K	$780K	—	$5723.5B
Marshall Wace	9.6K	$765K	0.0%	$100.4B
DE Shaw	9.3K	$735K	0.0%	$166.3B
Gotham Asset	7.9K	$628K	0.0%	$32.7B
Fisher Investments	6.8K	$539K	0.0%	$294.9B
Tudor	6.4K	$508K	0.0%	$53.9B
Man Group	3.5K	$282K	0.0%	$55.1B
Two Sigma	2.6K	$207K	0.0%	$123.9B
Kayne Anderson	2.2K	$178K	0.0%	$34.0B
Neuberger Berman (Eisman)	1.7K	$135K	0.0%	$131.4B
Northern Trust	530	$42K	—	$756.6B
Fidelity (FMR)	404	$32K	—	$1898.4B
Balyasny	385	$31K	—	$77.1B
Acadian	21.7K	$2K	0.0%	$70.5M

XEL

Who Holds XEL

Changes This Quarter