This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XEL/capital-change-brief"
Use Arkolith's capital_change_brief for XEL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $4.3B | 53.9M | ▲+2.4% Added · +1.2M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $3.1B | 39.5M | ▲New +39.5M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $3.0B | 37.1M | ▲+2.2% Added · +785K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8B | 34.8M | ▲New +34.8M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $2.3B | 29.4M | ▲+5.9% Added · +1.6M sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $2.3B | 28.7M | ▲+17% Added · +4.1M sh | Q1 2026 | |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.4B | 18.1M | ▼−3.9% Reduced · −736K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.3B | 17.0M | ▲+3.0% Added · +498K sh | Q1 2026 | |
| 9 | Aristotle Capital Management, LLC | $882.3M | 11.1M | ▼−4.1% Reduced · −473K sh | Q1 2026 | |
| 10 | Pictet Asset Management Holding SA | $704.8M | 8.9M | ▲+37% Added · +2.4M sh | Q1 2026 | |
| 11 | FRANKLIN RESOURCES INC | $617.0M | 7.8M | ▲+14% Added · +940K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $600.8M | 7.6M | ▼−70% Reduced · −17.6M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $569.6M | 7.2M | ▲+2.5% Added · +177K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $557.0M | 7.0M | ▼−10% Reduced · −792K sh | Q1 2026 | |
| 15 | FMR LLC | $533.8M | 6.7M | ▲+5.7% Added · +360K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $492.6M | 6.2M | ▼−0.7% Reduced · −42K sh | Q1 2026 | |
| 17 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $442.7M | 5.6M | ▼−2.4% Reduced · −137K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $407.5M | 5.1M | ▼−0.8% Reduced · −42K sh | Q1 2026 | |
| 19 | DEUTSCHE BANK AG\ | $319.1M | 4.0M | ▲+46% Added · +1.3M sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $313.1M | 3.9M | ▲+2.7% Added · +104K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $307.6M | 3.9M | ▲+5.4% Added · +198K sh | Q1 2026 | |
| 22 | Newport Trust Company, LLC | $290.7M | 3.7M | ▼−1.6% Reduced · −58K sh | Q1 2026 | |
| 23 | REAVES W H & CO INC | $281.9M | 3.5M | ▼−0.9% Reduced · −31K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $278.0M | 3.5M | ▼−1.9% Reduced · −69K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $266.6M | 3.4M | ▲New +3.4M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 28, 2026 | Burkhart Megan D | Director | Grant (A) | 584 | $0 |
| Jun 28, 2026 | Casey Lynn | Director | Grant (A) | 493 | $0 |
| Jun 28, 2026 | KAMPLING PATRICIA L | Director | Grant (A) | 608 | $0 |
| Jun 28, 2026 | Pardee Charles G | Director | Grant (A) | 541 | $0 |
| Jun 28, 2026 | Welsh Timothy A | Director | Grant (A) | 468 | $0 |
| May 21, 2026 | Burkhart Megan D | Director | Grant (A) | 2K | $0 |
| May 21, 2026 | Casey Lynn | Director | Grant (A) | 2K | $0 |
| May 21, 2026 | Stockfish Devin W | Director | Grant (A) | 2K | $0 |
| May 21, 2026 | Hutchinson Maria Demaree | Director | Grant (A) | 2K | $0 |
| May 21, 2026 | Johnson Netha N. | Director | Grant (A) | 2K | $0 |
| May 21, 2026 | KAMPLING PATRICIA L | Director | Grant (A) | 2K | $0 |
| May 21, 2026 | Kehl George J | Director | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 368 funds | $291.7B |
| ALPHABET INC-CL AGOOGL | 366 funds | $192.6B |
| JPMORGAN CHASE & COJPM | 366 funds | $77.8B |
| APPLE INCAAPL | 365 funds | $311.0B |
| AMAZON.COM INCAMZN | 365 funds | $222.7B |
| NVIDIA CORPNVDA | 364 funds | $408.2B |
| META PLATFORMS INC-CLASS AMETA | 363 funds | $120.1B |
| CHEVRON CORPCVX | 362 funds | $38.9B |
| BROADCOM INCAVGO | 361 funds | $159.1B |
| VISA INC-CLASS A SHARESV | 361 funds | $65.2B |
| ELI LILLY & COLLY | 360 funds | $88.3B |
| ALPHABET INC-CL CGOOG | 357 funds | $129.5B |
Ranked by how many of XEL's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.