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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 2,807,728 | $160.7M | 0.20% | +2,807,728 | New |
| Millennium Management LLC | 2,865,935 | $164.0M | 0.17% | +436,357+18.0% | Added |
| Nordea Investment Management AB | 2,868,211 | $164.4M | 0.23% | +243,399+9.3% | Added |
| Principal Financial Group Inc | 2,994,997 | $171.4M | 0.12% | +155,443+5.5% | Added |
| Nuveen Asset Management, LLC | 3,060,936 | $175.1M | 0.06% | +10,834+0.4% | Added |
| Charles Schwab Investment Management Inc | 3,065,245 | $175.4M | 0.05% | +76,561+2.6% | Added |
| Magellan Asset Management Ltd | 3,221,350 | $184.3M | 1.96% | −61,993−1.9% | Reduced |
| Capital Research Global Investors | 3,379,626 | $193.4M | 0.05% | +1,6400.0% | Added |
| California Public Employees Retirement System | 3,401,673 | $194.6M | 0.17% | +5,139+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,607,728 | $206.4M | 0.52% | −148,626−4.0% | Reduced |
| Bank of New York Mellon Corp | 4,147,959 | $237.3M | 0.05% | −80,561−1.9% | Reduced |
| Bank of America Corp | 4,278,182 | $244.8M | 0.03% | −7,586,596−63.9% | Reduced |
| Goldman Sachs Group Inc | 4,690,763 | $268.4M | 0.07% | +1,7380.0% | Added |
| Invesco Ltd. | 5,303,047 | $303.4M | 0.08% | +550,508+11.6% | Added |
| Morgan Stanley | 5,370,879 | $307.3M | 0.03% | −529,959−9.0% | Reduced |
| Legal & General Group Plc | 5,457,058 | $312.3M | 0.11% | −139,188−2.5% | Reduced |
| Northern Trust Corp | 5,739,186 | $328.4M | 0.06% | +90,819+1.6% | Added |
| Wells Fargo & Company | 7,152,050 | $409.2M | 0.13% | −13,821−0.2% | Reduced |
| Victory Capital Management Inc | 7,504,622 | $429.4M | 0.49% | +583,318+8.4% | Added |
| Royal Bank of Canada | 8,401,634 | $480.7M | 0.14% | −47,754−0.6% | Reduced |
| Geode Capital Management, LLC | 12,963,515 | $741.3M | 0.09% | +292,152+2.3% | Added |
| Aristotle Capital Management, LLC | 14,704,849 | $841.4M | 1.81% | −375,332−2.5% | Reduced |
| Massachusetts Financial Services Co | 18,521,863 | $1.06B | 0.37% | +2,559,321+16.0% | Added |
| T. Rowe Price Investment Management, Inc. | 21,549,861 | $1.23B | 0.87% | +5,702,667+36.0% | Added |
| JPMorgan Chase & Co | 25,442,049 | $1.46B | 0.17% | −4,981,449−16.4% | Reduced |
| State Street Corp | 28,815,538 | $1.66B | 0.09% | −1,020,856−3.4% | Reduced |
| BlackRock Inc. | 50,542,409 | $2.89B | 0.08% | +541,455+1.1% | Added |
| Vanguard Group Inc | 64,062,856 | $3.67B | 0.09% | +8,644,054+15.6% | Added |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −443,304−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −400,327−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −229,582−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −172,952−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −151,610−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −128,156−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −123,939−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −106,156−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −100,479−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −96,900−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −77,500−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −74,969−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −64,700−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −56,950−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −50,808−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −45,070−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −36,792−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −35,922−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −35,649−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −34,766−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −28,252−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −23,288−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −20,207−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −19,317−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −19,256−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −16,952−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −16,711−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −16,244−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −13,877−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,092−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,885−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,087−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −10,658−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,537−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −9,411−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −9,270−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −8,133−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −7,843−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −7,090−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,980−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −6,848−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −6,415−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −6,388−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,290−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,987−100.0% | Sold out |
| Harbour Investment Management LLC | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| First National Bank Sioux Falls | 0 | $0 | 0.00% | −5,703−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −5,330−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −5,209−100.0% | Sold out |
| Independent Solutions Wealth Management, LLC | 0 | $0 | 0.00% | −4,907−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −4,860−100.0% | Sold out |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −4,873−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,715−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −4,313−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −3,825−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −3,725−100.0% | Sold out |