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Livermore
Livermore
ZHEN

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

Q3 2023 vs. Q2 2023

How the institutions holding Xcel Energy Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of XEL: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders96314928−21
Shares426.7M2.99M429.7M+5.96M (+1.4%)
Value$26.5B$185.9M$24.6B−$1.72B (−6.5%)

14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (90)

Institutions that held Xcel Energy Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to XEL in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA2,807,728$160.7M0.20%
Point72 Asset Management, L.P.1,178,350$67.4M0.23%
HITE Hedge Asset Management LLC700,000$40.1M4.30%
NFJ Investment Group, LLC618,504$35.4M1.03%
LMR Partners LLP333,318$19.1M0.43%
Natixis237,481$13.6M0.11%
Rovida Advisors Inc.230,000$13.2M5.00%
Covalis Capital LLP166,778$9.54M1.69%
Comerica Bank148,077$8.47M0.04%
Jump Financial, LLC98,365$5.63M0.21%
Financiere des Professionnels - Fonds d,investissement inc.84,675$4.85M0.46%
Intact Investment Management Inc.70,400$4.03M0.17%
Twin Tree Management, LP67,521$3.86M0.13%
Weiss Asset Management LP47,523$2.72M0.22%
Agf Management Ltd34,372$1.97M0.01%
Envestnet Portfolio Solutions, Inc.32,188$1.84M0.01%
Group One Trading, L.P.31,931$1.83M0.07%
QRG Capital Management, Inc.28,722$1.64M0.03%
Two Sigma Advisers, LP27,500$1.57M0.00%
Crestline Management, LP26,251$1.50M0.18%
NEOS Investment Management LLC24,170$1.38M0.18%
Walleye Capital LLC15,473$885.4K0.01%
Tiaa Trust, National Association14,436$826.0K0.00%
Toews Corp13,500$772.5K0.47%
Pallas Capital Advisors LLC12,138$713.0K0.04%
GeoWealth Management, LLC12,123$694.0K0.08%
Essex Financial Services, Inc.11,491$657.5K0.08%
Kingswood Wealth Advisors, LLC11,210$641.4K0.11%
Numerai GP LLC11,198$640.8K0.21%
Two Sigma Securities, LLC10,760$615.7K0.03%
Bailard, Inc.10,510$601.4K0.02%
Old Port Advisors10,153$581.0K0.21%
Burns Matteson Capital Management, LLC9,934$568.4K0.36%
Versor Investments LP8,889$508.6K0.10%
Vident Advisory, LLC8,258$472.5K0.01%
PFG Investments, LLC8,206$469.6K0.09%
RMB Capital Management, LLC8,086$462.7K0.02%
Ramirez Asset Management, Inc.7,550$432.0K0.09%
Alethea Capital Management, LLC7,524$430.5K0.53%
Centiva Capital, LP7,255$415.1K0.02%
ISAM Funds (UK) Ltd7,243$414.4K0.26%
NBC Securities, Inc.6,861$392.0K0.04%
GTS Securities LLC6,846$391.7K0.01%
Angeles Investment Advisors, LLC6,780$391.5K0.03%
Axq Capital, LP6,500$371.9K0.13%
Longfellow Investment Management Co LLC6,399$366.2K0.10%
Ashton Thomas Private Wealth, LLC6,185$353.9K0.03%
Truepoint, Inc.6,067$347.2K0.01%
MBB Public Markets I LLC6,062$346.9K0.02%
Headlands Technologies LLC5,939$339.8K0.17%
Kure Advisory, LLC5,814$332.7K0.19%
Gotham Asset Management, LLC5,633$322.3K0.01%
Gsa Capital Partners LLP5,472$313.0K0.03%
Park Avenue Securities LLC5,439$311.0K0.00%
Ameritas Advisory Services, LLC5,335$307.8K0.02%
Fayez Sarofim & Co5,272$301.7K0.00%
Snowden Capital Advisors LLC4,356$249.3K0.01%
Summit Trail Advisors, LLC4,303$248.7K0.01%
CIBC World Markets Inc.4,317$247.0K0.00%
Raleigh Capital Management Inc.4,196$240.1K0.12%
Scissortail Wealth Management, LLC3,849$223.6K0.18%
Graypoint LLC3,731$213.5K0.02%
Himension Fund3,632$207.8K0.02%
Panoramic Investment Advisors, LLC3,543$202.7K0.19%
Arlington Trust Co LLC2,177$124.6K0.05%
LGT Financial Advisors LLC1,926$110.2K0.14%
Peoples Bank1,531$87.6K0.07%
Legacy Financial Group LLC1,372$78.5K0.02%
IAG Wealth Partners, LLC1,276$73.0K0.02%
Householder Group Estate & Retirement Specialist, LLC971$55.6K0.02%
Venturi Wealth Management, LLC750$42.9K0.00%
Operose Advisors LLC580$33.2K0.01%
Annis Gardner Whiting Capital Advisors, LLC528$30.6K0.02%
Royal London Asset Management Ltd471$27.0K0.00%
McCarthy Grittinger Financial Group, LLC460$26.3K0.01%
Indiana Trust & Investment Management CO406$23.2K0.01%
DHJJ Financial Advisors, Ltd.235$13.4K0.01%
Salomon & Ludwin, LLC205$11.7K0.00%
Capital Analysts, LLC110$6.00K0.00%
Authentikos Wealth Advisory, LLC101$5.78K0.01%
New Millennium Group LLC77$4.41K0.00%
Jamison Private Wealth Management, Inc.65$3.72K0.00%
Milestone Investment Advisors LLC40$2.29K0.00%
Perkins Coie Trust Co37$2.12K0.00%
Hazlett, Burt & Watson, Inc.34$2.00K0.00%
SkyView Investment Advisors, LLC40$2.00K0.00%
Steward Financial Group LLC42$2.00K0.00%
WestEnd Advisors, LLC14$8010.00%
Tfo-TDC, LLC8$4970.00%
City Holding Co7$4000.00%

Sold out (111)

Institutions that held Xcel Energy Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of XEL in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Virginia Retirement Systems Et Al443,304$27.6M
Schonfeld Strategic Advisors LLC400,327$24.9M
ExodusPoint Capital Management, LP229,582$14.3M
Zimmer Partners, LP200,000$12.4M
Twinbeech Capital LP172,952$10.8M
Sit Investment Associates Inc151,610$9.43M
Northwest & Ethical Investments L.P.128,156$7.97M
Yaupon Capital Management LP123,939$7.71M
Cinctive Capital Management LP106,156$6.60M
Swiss Life Asset Management Ltd100,479$6.25M
Aquatic Capital Management LLC96,900$6.02M
Decade Renewable Partners LP77,500$4.82M
Y-Intercept (Hong Kong) Ltd74,969$4.66M
Railway Pension Investments Ltd64,700$4.02M
Point72 Middle East FZE56,950$3.54M
Magnetar Financial LLC50,808$3.16M
FORA Capital, LLC45,070$2.80M
Acadian Asset Management LLC36,792$2.29M
First Dallas Securities Inc.35,922$2.23M
Richard Bernstein Advisors LLC35,649$2.22M
Peak Financial Advisors LLC34,766$2.16M
Walleye Trading LLC28,252$1.76M
Quantitative Investment Management, LLC23,288$1.45M
Waratah Capital Advisors Ltd.20,207$1.26M
Neo Ivy Capital Management19,317$1.20M
Veritable, L.P.19,256$1.20M
Harvest Volatility Management LLC16,952$1.05M
Oak Thistle LLC16,711$1.04M
Dynamic Advisor Solutions LLC16,244$1.01M
Inceptionr LLC13,877$862.7K
XTX Topco Ltd13,092$813.9K
Pearl River Capital, LLC12,885$801.1K
Teza Capital Management LLC11,087$689.3K
Shaker Investments LLC10,658$662.6K
Sciencast Management LP9,537$603.0K
Chiron Investment Management, LLC9,411$585.1K
Perigon Wealth Management, LLC9,270$576.3K
JSF Financial, LLC8,133$505.6K
Oversea-Chinese Banking CORP Ltd7,843$487.6K
Garde Capital, Inc.7,400$460.0K
Symmetry Partners, LLC7,090$441.0K
Capula Management Ltd6,980$433.9K
AlphaStar Capital Management, LLC6,848$425.7K
Baker Tilly Wealth Management, LLC6,570$408.5K
Campbell & CO Investment Adviser LLC6,415$398.8K
Donaldson Capital Management, LLC6,388$397.2K
MQS Management LLC6,348$394.7K
CFM Wealth Partners LLC6,300$391.7K
Nebula Research & Development LLC6,290$391.0K
Jefferies Financial Group Inc.5,987$372.2K
Harbour Investment Management LLC5,847$366.5K
Boothbay Fund Management, LLC5,732$356.4K
First National Bank Sioux Falls5,703$354.6K
Alpha Family Trust5,330$331.4K
Jackson Creek Investment Advisors LLC5,209$324.0K
Independent Solutions Wealth Management, LLC4,907$305.1K
Leavell Investment Management, Inc.4,860$305.0K
Benedetti & Gucer, Inc.4,873$303.0K
Dynamic Technology Lab Private Ltd4,715$293.0K
Arvest Trust Co N A4,571$286.7K
Resolution Capital Ltd4,566$283.9K
Lake Street Financial LLC4,531$281.7K
Fidelis Capital Partners, LLC4,503$279.9K
Wealthsource Partners, LLC4,313$268.2K
Wedmont Private Capital4,116$264.5K
Chesapeake Wealth Management4,212$261.9K
Astoria Portfolio Advisors LLC.3,978$255.9K
Vident Investment Advisory, LLC4,088$254.5K
Kapitalo Investimentos Ltda3,923$243.9K
Keel Point, LLC3,850$239.4K
Woodmont Investment Counsel LLC3,825$237.8K
Schnieders Capital Management LLC3,725$231.6K
Change Path, LLC3,671$228.0K
Horizon Investment Services, LLC3,549$220.6K
Golden State Equity Partners3,447$214.3K
McClarren Financial Advisors, Inc.3,386$210.0K
Boston Trust Walden Corp3,347$208.1K
Nwam LLC3,337$207.5K
Howe & Rusling Inc3,336$207.4K
Pitcairn Co3,324$206.7K
Invesco, LLC3,321$206.5K
Sheaff Brock Investment Advisors, LLC3,316$206.2K
Confluence Wealth Services, Inc.3,307$205.6K
Fairfield, Bush & Co.3,305$205.5K
FFT Wealth Management LLC3,271$203.4K
Morningstar Investment Management LLC3,268$203.0K
Windsor Capital Management, LLC3,238$201.3K
Segment Wealth Management, LLC3,229$200.7K
DuPont Capital Management Corp1,935$120.3K
Harbor Investment Advisory, LLC1,469$91.3K
West Tower Group, LLC1,112$69.1K
CVA Family Office, LLC983$61.1K
Pinebridge Investments, L.P.908$56.5K
HWG Holdings LP816$50.7K
Hallmark Capital Management Inc671$41.7K
Itau Unibanco Holding S.A.601$37.4K
LFA - Lugano Financial Advisors SA350$21.8K
Horan Securities, Inc.235$14.6K
Safeguard Financial, LLC234$14.0K
WealthPLAN Partners, LLC200$12.4K

Not filed for Q3 2023 yet (14)

Institutions that held Xcel Energy Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XEL in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA2,859,000$177.7M
44 Wealth Management LLC86,431$5.37M
BerganKDV Wealth Management, LLC14,678$912.5K
Tiaa, FSB14,484$900.5K
Thomas White International Ltd7,608$473.0K
EA Series Trust4,480$278.5K
Endurance Wealth Management, Inc.1,220$76.0K
BDO Wealth Advisors, LLC841$52.3K
Lumature Wealth Partners, LLC412$25.6K
First Command Bank225$14.0K
First Command Financial Services, Inc.225$14.0K
Coastal Capital Group, Inc.124$7.71K
First Capital Advisors Group, LLC.40$2.49K
Kistler-Tiffany Companies, LLC22$1.37K