Xcel Energy Inc
XEL- Exchange
- Nasdaq
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000072903
No open-market purchases or sales by Xcel Energy Inc insiders were filed in the last 90 days; 1,295 institutions reported holding it in 13F filings for Q2 2026, worth $48.0B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesXELLL
13F holders, Q3 2023
Institutional positions in Xcel Energy Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 928
- −21 vs. Q2 2023
- Shares held
- 429.7M
- +5.96M (+1.4%) vs. Q2 2023
- Total value
- $24.6B
- −$1.72B (−6.5%) vs. Q2 2023
- New holders
- 90
- 364 more added
- Sold out
- 111
- 302 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting XEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 64,062,856 | $3.67B | 0.09% | +8,644,054+15.6% | Added |
| BlackRock Inc. | 50,542,409 | $2.89B | 0.08% | +541,455+1.1% | Added |
| State Street Corp | 28,815,538 | $1.66B | 0.09% | −1,020,856−3.4% | Reduced |
| JPMorgan Chase & Co | 25,442,049 | $1.46B | 0.17% | −4,981,449−16.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 21,549,861 | $1.23B | 0.87% | +5,702,667+36.0% | Added |
| Massachusetts Financial Services Co | 18,521,863 | $1.06B | 0.37% | +2,559,321+16.0% | Added |
| Aristotle Capital Management, LLC | 14,704,849 | $841.4M | 1.81% | −375,332−2.5% | Reduced |
| Geode Capital Management, LLC | 12,963,515 | $741.3M | 0.09% | +292,152+2.3% | Added |
| Royal Bank of Canada | 8,401,634 | $480.7M | 0.14% | −47,754−0.6% | Reduced |
| Victory Capital Management Inc | 7,504,622 | $429.4M | 0.49% | +583,318+8.4% | Added |
| Wells Fargo & Company | 7,152,050 | $409.2M | 0.13% | −13,821−0.2% | Reduced |
| Northern Trust Corp | 5,739,186 | $328.4M | 0.06% | +90,819+1.6% | Added |
| Legal & General Group Plc | 5,457,058 | $312.3M | 0.11% | −139,188−2.5% | Reduced |
| Morgan Stanley | 5,370,879 | $307.3M | 0.03% | −529,959−9.0% | Reduced |
| Invesco Ltd. | 5,303,047 | $303.4M | 0.08% | +550,508+11.6% | Added |
| Goldman Sachs Group Inc | 4,690,763 | $268.4M | 0.07% | +1,7380.0% | Added |
| Bank of America Corp | 4,278,182 | $244.8M | 0.03% | −7,586,596−63.9% | Reduced |
| Bank of New York Mellon Corp | 4,147,959 | $237.3M | 0.05% | −80,561−1.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 3,607,728 | $206.4M | 0.52% | −148,626−4.0% | Reduced |
| California Public Employees Retirement System | 3,401,673 | $194.6M | 0.17% | +5,139+0.2% | Added |
| Capital Research Global Investors | 3,379,626 | $193.4M | 0.05% | +1,6400.0% | Added |
| Magellan Asset Management Ltd | 3,221,350 | $184.3M | 1.96% | −61,993−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 3,065,245 | $175.4M | 0.05% | +76,561+2.6% | Added |
| Nuveen Asset Management, LLC | 3,060,936 | $175.1M | 0.06% | +10,834+0.4% | Added |
| Principal Financial Group Inc | 2,994,997 | $171.4M | 0.12% | +155,443+5.5% | Added |
| Nordea Investment Management AB | 2,868,211 | $164.4M | 0.23% | +243,399+9.3% | Added |
| Millennium Management LLC | 2,865,935 | $164.0M | 0.17% | +436,357+18.0% | Added |
| Pictet Asset Management Holding SA | 2,807,728 | $160.7M | 0.20% | +2,807,728 | New |
| Franklin Resources Inc | 2,498,821 | $143.0M | 0.07% | −111,140−4.3% | Reduced |
| UBS Asset Management Americas Inc | 2,147,696 | $122.9M | 0.06% | +37,403+1.8% | Added |
| Duff & Phelps Investment Management Co | 2,048,087 | $117.2M | 1.54% | −74,395−3.5% | Reduced |
| FMR LLC | 1,879,993 | $107.6M | 0.01% | −282,785−13.1% | Reduced |
| Ameriprise Financial Inc | 1,835,938 | $105.1M | 0.03% | −4,189,649−69.5% | Reduced |
| First Trust Advisors LP | 1,831,867 | $104.8M | 0.12% | +112,479+6.5% | Added |
| Swiss National Bank | 1,770,200 | $101.3M | 0.08% | −217,000−10.9% | Reduced |
| Amundi | 1,673,539 | $98.5M | 0.05% | +168,322+11.2% | Added |
| HSBC Holdings PLC | 1,627,320 | $93.0M | 0.10% | +1,112,510+216.1% | Added |
| Balyasny Asset Management LLC | 1,590,530 | $91.0M | 0.25% | +1,574,257+9,674.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,585,820 | $90.7M | 0.07% | −23,856−1.5% | Reduced |
| Dimensional Fund Advisors LP | 1,532,344 | $87.7M | 0.03% | +7,494+0.5% | Added |
| Barclays PLC | 1,426,096 | $81.6M | 0.05% | +137,356+10.7% | Added |
| Verition Fund Management LLC | 1,370,684 | $78.4M | 1.05% | +1,012,075+282.2% | Added |
| Reaves W H & Co Inc | 1,282,369 | $73.4M | 2.90% | −87,415−6.4% | Reduced |
| Voloridge Investment Management, LLC | 1,273,423 | $72.9M | 0.36% | −6,941−0.5% | Reduced |
| National Pension Service | 1,223,194 | $70.6M | 0.11% | +70,726+6.1% | Added |
| Macquarie Group Ltd | 1,608,203 | $67.9M | 0.09% | +278,347+20.9% | Added |
| Point72 Asset Management, L.P. | 1,178,350 | $67.4M | 0.23% | +1,178,350 | New |
| Price T Rowe Associates Inc | 1,173,797 | $67.2M | 0.01% | +96,187+8.9% | Added |
| APG Asset Management N.V. | 1,169,876 | $66.9M | 0.14% | −106,851−8.4% | Reduced |
| Canada Pension Plan Investment Board | 1,116,647 | $63.9M | 0.09% | −193,740−14.8% | Reduced |
| Man Group plc | – | $59.6M | 0.19% | – | – |
| UBS Group AG | 1,027,462 | $58.8M | 0.03% | −94,053−8.4% | Reduced |
| Great Lakes Advisors, LLC | 1,022,364 | $58.5M | 0.53% | +310,571+43.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,019,730 | $58.3M | 0.48% | +574+0.1% | Added |
| Russell Investments Group, Ltd. | 1,003,923 | $57.4M | 0.11% | −35,793−3.4% | Reduced |
| Rhumbline Advisers | 999,604 | $57.2M | 0.07% | −71,519−6.7% | Reduced |
| Bank of Montreal | 976,594 | $57.1M | 0.03% | +439,131+81.7% | Added |
| AQR Capital Management LLC | 994,800 | $56.9M | 0.12% | −83,382−7.7% | Reduced |
| National Bank of Canada | 999,386 | $55.8M | 0.10% | +450,595+82.1% | Added |
| Ceredex Value Advisors LLC | 964,500 | $55.7M | 0.98% | +174,100+22.0% | Added |
| Deutsche Bank AG | 940,243 | $53.8M | 0.03% | −1,030,147−52.3% | Reduced |
| Citigroup Inc | 902,136 | $51.6M | 0.07% | +144,023+19.0% | Added |
| Susquehanna International Group, LLP | 834,041 | $47.7M | 0.07% | +478,104+134.3% | Added |
| Two Sigma Investments, LP | 822,373 | $47.1M | 0.13% | +664,599+421.2% | Added |
| Worldquant Millennium Advisors LLC | 815,908 | $46.7M | 0.72% | +171,602+26.6% | Added |
| Cbre Clarion Securities LLC | 814,472 | $46.6M | 0.94% | −71,729−8.1% | Reduced |
| Alliancebernstein L.P. | 810,904 | $46.4M | 0.02% | −1,323,877−62.0% | Reduced |
| Manufacturers Life Insurance Company, The | 798,364 | $45.7M | 0.03% | +22,499+2.9% | Added |
| Credit Suisse AG | 793,888 | $45.4M | 0.05% | −8,577−1.1% | Reduced |
| California State Teachers Retirement System | 792,767 | $45.4M | 0.07% | −57,708−6.8% | Reduced |
| Regions Financial Corp | 772,137 | $44.2M | 0.40% | +9,558+1.3% | Added |
| American Century Companies Inc | 757,492 | $43.3M | 0.03% | +125,869+19.9% | Added |
| Korea Investment CORP | 739,815 | $42.3M | 0.12% | −14,087−1.9% | Reduced |
| SEI Investments Co | 712,463 | $40.8M | 0.07% | −23,500−3.2% | Reduced |
| HITE Hedge Asset Management LLC | 700,000 | $40.1M | 4.30% | +700,000 | New |
| LPL Financial LLC | 690,616 | $39.5M | 0.03% | +138,004+25.0% | Added |
| Ensign Peak Advisors, Inc | 659,256 | $37.7M | 0.08% | −10,885−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 636,133 | $36.4M | 0.09% | −213,185−25.1% | Reduced |
| Bank of Nova Scotia | 635,172 | $36.3M | 0.10% | +587,348+1,228.1% | Added |
| NFJ Investment Group, LLC | 618,504 | $35.4M | 1.03% | +618,504 | New |
| ProShare Advisors LLC | 612,120 | $35.0M | 0.11% | +77,314+14.5% | Added |
| Vaughan David Investments LLC | 610,243 | $34.9M | 1.06% | +26,120+4.5% | Added |
| Citadel Advisors LLC | 605,480 | $34.6M | 0.04% | +278,224+85.0% | Added |
| State Board of Administration of Florida Retirement System | 604,631 | $34.6M | 0.08% | −6,270−1.0% | Reduced |
| Gabelli Funds LLC | 585,383 | $33.5M | 0.27% | −500−0.1% | Reduced |
| Squarepoint Ops LLC | 580,041 | $33.2M | 0.16% | +442,070+320.4% | Added |
| D. E. Shaw & Co., Inc. | 576,238 | $33.0M | 0.05% | +289,646+101.1% | Added |
| Anchor Capital Advisors LLC | 573,886 | $32.8M | 0.92% | −30,786−5.1% | Reduced |
| Energy Income Partners, LLC | 568,942 | $32.6M | 0.74% | +24,404+4.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 560,397 | $32.1M | 0.06% | +61,056+12.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 559,046 | $32.0M | 0.07% | +95,629+20.6% | Added |
| Lighthouse Investment Partners, LLC | 558,752 | $32.0M | 1.90% | +156,532+38.9% | Added |
| Prudential Financial Inc | 558,362 | $31.9M | 0.05% | +46,862+9.2% | Added |
| New York State Teachers Retirement System | 555,605 | $31.8M | 0.08% | −32,079−5.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 548,342 | $31.4M | 0.07% | +425,000+344.6% | Added |
| Qube Research & Technologies Ltd | 530,657 | $30.4M | 0.09% | −788,474−59.8% | Reduced |
| Renaissance Technologies LLC | 523,900 | $30.0M | 0.05% | +283,800+118.2% | Added |
| Old Republic International Corporation | 515,600 | $29.5M | 1.10% | 00.0% | Unchanged |
| Jennison Associates LLC | 509,386 | $29.1M | 0.02% | −566,792−52.7% | Reduced |
| Voya Investment Management LLC | 503,269 | $28.8M | 0.03% | +15,008+3.1% | Added |