XEL — XCEL ENERGY INC

Ownership history in Pendal Group Ltd  ·  5 quarters on record

This page tracks every 13F SEC filing in which Pendal Group Ltd reported a position in XCEL ENERGY INC (XEL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2017 Q2)
Avg. % of fund
0.0%
First filed
2017 Q2
Last filed
2022 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q3 REDUCED 3,830 -1,119 -22.6% 0.00% $245K $56.90
2018 Q1 REDUCED 4,949 -312 -5.9% 0.00% $225K $35.65
2017 Q4 REDUCED 5,261 -4,630 -46.8% 0.00% $253K $37.39
2017 Q3 REDUCED 9,891 -209 -2.1% 0.01% $468K $36.50
2017 Q2 INITIATED 10,100 — — 0.01% $463K $35.13
% of Fund (quarterly)    XEL price (monthly, adj. close)

Other funds also holding XEL

As of 2025 Q4 — sorted by position size

HITE Hedge Asset Management LLC 3Y 7Y 7.86% Electron Capital Partners, LLC 3Y 7Y 6.64% DECADE RENEWABLE PARTNERS LP 3Y 5.74% Zimmer Partners, LP 3Y 7Y 5.33% REAVES W H & CO INC 3Y 7Y 4.62% Bruce & Co., Inc. 3Y 7Y 4.45% OPUS INVESTMENT MANAGEMENT INC 3Y 7Y 4.12% Merewether Investment Management, LP 3Y 3.68% Beck Bode, LLC 3Y 3.35% Socorro Asset Management LP 3Y 2.78%
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