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 |
|---|---|---|---|---|---|
| Icon Advisers Inc | 27,400 | $1.57M | 0.39% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 27,500 | $1.57M | 0.00% | +27,500 | New |
| Credit Agricole S A | 27,759 | $1.59M | 0.05% | +7,120+34.5% | Added |
| Beacon Pointe Advisors, LLC | 28,505 | $1.63M | 0.02% | −203−0.7% | Reduced |
| Claro Advisors LLC | 28,567 | $1.63M | 0.41% | +768+2.8% | Added |
| New Mexico Educational Retirement Board | 28,678 | $1.64M | 0.07% | +2,100+7.9% | Added |
| QRG Capital Management, Inc. | 28,722 | $1.64M | 0.03% | +28,722 | New |
| Pathstone Family Office, LLC | 29,260 | $1.68M | 0.01% | +19,004+185.3% | Added |
| D.A. Davidson & Co. | 29,785 | $1.70M | 0.02% | +1,300+4.6% | Added |
| Cetera Investment Advisers | 30,185 | $1.73M | 0.01% | +6,167+25.7% | Added |
| STRS Ohio | 30,219 | $1.73M | 0.01% | −183,905−85.9% | Reduced |
| Baird Financial Group, Inc. | 31,094 | $1.78M | 0.00% | −672−2.1% | Reduced |
| Epiq Partners, LLC | 31,169 | $1.78M | 1.35% | −1,050−3.3% | Reduced |
| Cresset Asset Management, LLC | 31,572 | $1.82M | 0.01% | +2,598+9.0% | Added |
| Shell Asset Management Co | 31,843 | $1.82M | 0.08% | −965−2.9% | Reduced |
| Group One Trading, L.P. | 31,931 | $1.83M | 0.07% | +31,931 | New |
| Envestnet Portfolio Solutions, Inc. | 32,188 | $1.84M | 0.01% | +32,188 | New |
| Metis Global Partners, LLC | 32,844 | $1.88M | 0.09% | +4,178+14.6% | Added |
| Oppenheimer & Co Inc | 33,121 | $1.90M | 0.04% | +345+1.1% | Added |
| KBC Group NV | 34,178 | $1.96M | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 34,372 | $1.97M | 0.01% | +34,372 | New |
| Engineers Gate Manager LP | 34,477 | $1.97M | 0.07% | −36,946−51.7% | Reduced |
| Mirabella Financial Services LLP | 34,960 | $2.00M | 0.28% | +22,291+175.9% | Added |
| Mission Wealth Management, LP | 35,637 | $2.04M | 0.08% | −2,208−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,750 | $2.05M | 0.03% | +694+2.0% | Added |
| Tilt Investment Management Holdings, PBC | 36,492 | $2.11M | 1.50% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 37,195 | $2.13M | 0.26% | −2,407−6.1% | Reduced |
| Aigen Investment Management, LP | 37,538 | $2.15M | 0.40% | +11,587+44.6% | Added |
| Hartford Investment Management Co | 37,551 | $2.15M | 0.09% | −1,324−3.4% | Reduced |
| Avitas Wealth Management LLC | 38,094 | $2.18M | 0.41% | −274−0.7% | Reduced |
| Thrivent Financial for Lutherans | 38,248 | $2.19M | 0.01% | −31,515−45.2% | Reduced |
| Lockheed Martin Investment Management Co | 35,700 | $2.22M | 0.17% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 38,800 | $2.22M | 0.10% | −1,800−4.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 39,436 | $2.26M | 0.27% | −437−1.1% | Reduced |
| Securian Asset Management, Inc | 39,578 | $2.26M | 0.07% | −5,310−11.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,052 | $2.29M | 0.01% | −30,798−43.5% | Reduced |
| Blair William & Co | 40,400 | $2.31M | 0.01% | +406+1.0% | Added |
| Atria Investments LLC | 41,070 | $2.35M | 0.04% | −5,899−12.6% | Reduced |
| JustInvest LLC | 41,459 | $2.37M | 0.07% | +5,452+15.1% | Added |
| Maryland State Retirement & Pension System | 42,074 | $2.41M | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 42,217 | $2.42M | 0.63% | +10,729+34.1% | Added |
| Wedbush Securities Inc | 42,620 | $2.44M | 0.12% | −2,354−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 42,631 | $2.44M | 0.03% | −200−0.5% | Reduced |
| AE Wealth Management LLC | 42,644 | $2.44M | 0.01% | +14,859+53.5% | Added |
| Kentucky Retirement Systems | 42,818 | $2.45M | 0.09% | −1,432−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 42,471 | $2.47M | 0.06% | −1,349−3.1% | Reduced |
| Siemens Fonds Invest GmbH | 43,136 | $2.47M | 0.25% | −5,701−11.7% | Reduced |
| Wealthfront Advisers LLC | 43,536 | $2.49M | 0.01% | +4,434+11.3% | Added |
| Advisors Asset Management, Inc. | 43,733 | $2.50M | 0.05% | −763−1.7% | Reduced |
| Schmidt P J Investment Management Inc | 42,535 | $2.51M | 0.54% | −2,571−5.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 44,502 | $2.55M | 0.01% | −718,172−94.2% | Reduced |
| Westpac Banking Corp | 45,232 | $2.59M | 0.19% | −3,916−8.0% | Reduced |
| Alerus Financial NA | 45,598 | $2.61M | 0.23% | −7,740−14.5% | Reduced |
| Seven Eight Capital, LP | 45,918 | $2.63M | 0.31% | +41,462+930.5% | Added |
| Jarislowsky, Fraser Ltd | 46,100 | $2.64M | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 46,985 | $2.69M | 0.17% | −797−1.7% | Reduced |
| Tower Research Capital LLC (TRC) | 47,251 | $2.70M | 0.08% | +30,633+184.3% | Added |
| Quantinno Capital Management LP | 47,358 | $2.71M | 0.12% | +15,346+47.9% | Added |
| Weiss Asset Management LP | 47,523 | $2.72M | 0.22% | +47,523 | New |
| Stiles Financial Services Inc | 47,523 | $2.72M | 1.41% | +1,902+4.2% | Added |
| First Republic Investment Management, Inc. | 47,781 | $2.73M | 0.01% | −9,424−16.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 49,153 | $2.81M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 49,809 | $2.85M | 0.13% | +24,920+100.1% | Added |
| British Columbia Investment Management Corp | 50,042 | $2.86M | 0.03% | +413+0.8% | Added |
| Gulf International Bank (UK) Ltd | 50,629 | $2.90M | 0.08% | −5,007−9.0% | Reduced |
| Bridge Creek Capital Management LLC | 51,032 | $2.92M | 1.11% | +660+1.3% | Added |
| Putnam Investments LLC | 52,035 | $2.98M | 0.00% | +4,224+8.8% | Added |
| Moloney Securities Asset Management, LLC | 53,102 | $3.04M | 0.55% | +765+1.5% | Added |
| SG Americas Securities, LLC | 55,253 | $3.16M | 0.04% | −30,863−35.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,388 | $3.28M | 0.05% | +18,504+47.6% | Added |
| Mercer Global Advisors Inc | 57,644 | $3.30M | 0.01% | −1,068−1.8% | Reduced |
| Profund Advisors LLC | 57,770 | $3.31M | 0.18% | +10,465+22.1% | Added |
| AdvisorNet Financial, Inc | 57,993 | $3.32M | 0.30% | −1,030−1.7% | Reduced |
| La Banque Postale Asset Management SA | 58,259 | $3.33M | 0.07% | +8,522+17.1% | Added |
| Private Advisor Group, LLC | 58,267 | $3.33M | 0.03% | +695+1.2% | Added |
| Fifth Third Bancorp | 58,769 | $3.36M | 0.02% | +8,287+16.4% | Added |
| iA Global Asset Management Inc. | 59,035 | $3.38M | 0.09% | +12,584+27.1% | Added |
| Benjamin Edwards Inc | 59,361 | $3.40M | 0.80% | −2,543−4.1% | Reduced |
| Element Capital Management LLC | 59,768 | $3.42M | 0.30% | −11,755−16.4% | Reduced |
| Nisa Investment Advisors, LLC | 59,850 | $3.42M | 0.03% | +4,799+8.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $3.43M | 0.04% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 60,222 | $3.45M | 0.06% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 62,200 | $3.56M | 0.01% | −232,879−78.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 62,860 | $3.60M | 0.08% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 62,884 | $3.60M | 0.03% | +4,991+8.6% | Added |
| Meyer Handelman Co | 64,680 | $3.70M | 0.15% | 00.0% | Unchanged |
| Shelton Capital Management | 65,013 | $3.72M | 0.14% | +13,262+25.6% | Added |
| Twin Tree Management, LP | 67,521 | $3.86M | 0.13% | +67,521 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 68,073 | $3.90M | 0.06% | −131−0.2% | Reduced |
| Prudential PLC | 68,924 | $3.94M | 0.05% | −3,030−4.2% | Reduced |
| Brookfield Asset Management Inc. | 69,010 | $3.95M | 0.02% | −1,094,222−94.1% | Reduced |
| Segall Bryant & Hamill, LLC | 69,922 | $4.00M | 0.05% | +312+0.4% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.01M | 0.45% | 00.0% | Unchanged |
| Xponance, Inc. | 70,213 | $4.02M | 0.05% | +1,930+2.8% | Added |
| Intact Investment Management Inc. | 70,400 | $4.03M | 0.17% | +70,400 | New |
| Kestra Advisory Services, LLC | 71,201 | $4.07M | 0.04% | +26,588+59.6% | Added |
| Daiwa Securities Group Inc. | 73,249 | $4.19M | 0.03% | +8,354+12.9% | Added |
| Cetera Advisor Networks LLC | 74,683 | $4.27M | 0.03% | +11,748+18.7% | Added |
| Ontario Teachers Pension Plan Board | 75,926 | $4.34M | 0.05% | −55,914−42.4% | Reduced |
| Mutual of America Capital Management LLC | 77,161 | $4.42M | 0.05% | −1,988−2.5% | Reduced |