Xcel Energy (XEL): Capital Research Global Investors now owns 5.1% of XEL as a passive investor 5.1%

5.1%

Stake · was 5.1%

32.1M

Shares owned

Stake as of

Sep 30, 2026

Filed

Nov 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 7, 2026Government · Federal Register noticeMidcontinent Independent System Operator, Inc.; AEP Indiana Michigan Transmission Company, Inc.; ALLETE, Inc.; Ameren Illinois Company; Ameren Transmission Company of Illinois; American Transmission Company, LLC; Cleco Power LLC; Duke Energy Indiana, LLC; Entergy Arkansas, LLC; Entergy Louisiana, LLC; Entergy Mississippi, LLC; Entergy New Orleans, LLC; Entergy Texas, Inc.; GridLiance Heartland LLC; Indianapolis Power & Light Company; International Transmission Company; ITC Midwest LLC; Michigan Electric Transmission Company, LLC; MidAmerican Energy Company; Montana-Dakota Utilities Company; Northern Indiana Public Service Company LLC; Northern States Power Company, a Minnesota; Corporation; Northern States Power Company, a Wisconsin Corporation; Northwestern Wisconsin Electric Company; Otter Tail Power Company; Pioneer Transmission, LLC; Republic Transmission, LLC; Southern Indiana Gas & Electric Company; Union Electric Company; Wabash Valley Power Association, Inc.; Wolverine Power Supply Cooperative, Inc.; Notice Establishing Answer Period

What came next

1. Oct 29, 2026Company filing · Form 8-K · ResultsReported its results
2. Nov 5, 2026Company filing · Form 8-K · New debt, Unregistered sharesTook on new debt or obligations, and sold new shares without registering them
3. Nov 13, 20265% stakeCapital Research Global Investors reported a passive stake (13G) of 5.1%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Xcel Energy

For Xcel Energy, OQRO holds 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its XEL page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Xcel Energy

• SEC Form 13F-HRNov 13, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its XEL page.