Signals

XEL

1528 in-universe funds with a nonzero position in XEL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#164
Score / z1.377 / 1.64
Consensus452.56 over 846 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,890.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 3,273.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,145.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 2,859.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2,403.7 0.2% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 2,352.9 0.3% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,716.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,443.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,317.4 0.4% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 895.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GQG Partners LLC CIK 0001697233 0.860 102 891.7 1.7% 5 +0.2 pp +0.2 pp +0.0 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 883.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 839.9 1.8% 5 -0.1 pp +0.0 pp -0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 725.8 0.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 708.1 2.1% 5 +0.7 pp +0.7 pp +0.6 pp +0.7 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 633.9 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 631.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 503.5 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 433.9 0.1% 7 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 420.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 335.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 296.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 290.1 0.7% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 281.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 280.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 272.7 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 269.7 4.1% 5 -0.6 pp -0.5 pp -0.5 pp +0.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 249.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 245.9 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 242.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 234.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 233.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 226.3 5.1% 5 +2.7 pp +3.2 pp +3.0 pp +3.5 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 220.6 0.5% 5 -0.0 pp +0.1 pp +0.0 pp -0.1 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 216.2 3.0% 5 -0.0 pp +0.5 pp +0.7 pp +1.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 215.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Electron Capital Partners, LLC CIK 0001586986 0.538 46 202.5 8.1% 5 +0.9 pp +1.4 pp +1.9 pp +1.8 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 197.4 0.3% 5 -0.1 pp -0.2 pp -0.3 pp -0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 194.3 1.8% 5 -0.2 pp -0.1 pp -0.3 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 190.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 186.6 4.4% 5 -0.7 pp -0.9 pp -0.4 pp -0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 170.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 170.3 0.3% 5 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 168.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 160.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 149.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 149.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 149.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 141.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 131.1 0.2% 1 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 127.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 125.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 122.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 121.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 121.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 117.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 116.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 112.5 0.2% 4 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 112.2 0.0% 7 -0.0 pp -0.3 pp -0.1 pp -0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 110.7 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 108.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 104.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 101.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 94.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 93.2 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 88.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 87.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 85.2 4.7% 5 -0.5 pp -3.2 pp -0.5 pp +1.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 83.2 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 83.1 0.5% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 82.7 0.1% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 82.1 1.3% 5 +0.0 pp +0.5 pp -0.2 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 77.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 75.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 72.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 71.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 71.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 71.1 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 66.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 66.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
National Pension Service CIK 0001608046 0.956 552 64.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 64.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 64.1 0.4% 5 -0.3 pp -0.3 pp -0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 60.9 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 58.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 57.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 55.9 0.2% 5 -0.1 pp +0.1 pp -0.0 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 55.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 54.8 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 54.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Teilinger Capital Ltd. CIK 0001531879 0.778 6 53.8 35.5% 5 +1.8 pp +8.8 pp +17.8 pp +14.7 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 52.6 1.0% 5 -1.4 pp -2.7 pp -2.4 pp -0.9 pp
OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 51.5 1.9% 5 -0.1 pp -0.0 pp +0.4 pp +0.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 50.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 50.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 49.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 49.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 48.5 1.4% 5 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 46.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 45.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 43.3 0.3% 4 -0.2 pp +0.2 pp +0.1 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 42.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 42.8 0.6% 3 +0.0 pp -0.2 pp +0.6 pp +0.6 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 42.7 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 41.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 40.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 40.2 1.2% 3 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 39.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 39.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 39.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 37.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clean Energy Transition LLP CIK 0001911523 0.831 14 34.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 32.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 32.3 0.2% 5 +0.2 pp -0.0 pp -0.1 pp +0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 31.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 31.9 0.2% 5 -0.7 pp -0.7 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 31.6 0.3% 5 +0.2 pp +0.1 pp -0.2 pp +0.2 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 31.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 30.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 30.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 29.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 29.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 29.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 27.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 26.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 26.5 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 25.9 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 25.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 25.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 24.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 24.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 23.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 22.9 0.5% 5 -0.1 pp +0.0 pp -0.1 pp -0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 22.0 3.3% 5 -0.3 pp -0.0 pp -0.2 pp +0.1 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 21.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 21.0 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 20.9 1.9% 5 -0.2 pp +0.2 pp -0.3 pp -0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 20.8 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 20.6 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 20.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 20.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 19.0 1.1% 5 +0.1 pp +0.1 pp -2.2 pp -0.6 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 18.7 0.3% 4 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
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Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DECADE RENEWABLE PARTNERS LP CIK 0001915836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.9 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
STF Management LP CIK 0001965239 0.349 101 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.8 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hartree Partners, LP CIK 0001597857 0.130 112 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
SIR Capital Management, L.P. CIK 0001434997 0.033 79 0.0 0.0% 0 -2.1 pp -2.5 pp -1.3 pp -1.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just XEL). Qtrs Held counts distinct quarters this fund has actually held XEL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XEL position size. Δ columns are the percentage-point change in XEL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status