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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 77,675 | $4.44M | 0.01% | −39,800−33.9% | Reduced |
| Louisiana State Employees Retirement System | 77,800 | $4.45M | 0.10% | +9,400+13.7% | Added |
| Pacer Advisors, Inc. | 77,885 | $4.46M | 0.02% | +27,541+54.7% | Added |
| Truist Financial Corp | 78,264 | $4.48M | 0.01% | +24,077+44.4% | Added |
| New York Life Investment Management LLC | 78,667 | $4.50M | 0.05% | +687+0.9% | Added |
| Mariner, LLC | 79,027 | $4.52M | 0.01% | +1,030+1.3% | Added |
| Janus Henderson Group PLC | 79,133 | $4.53M | 0.00% | −38,481−32.7% | Reduced |
| Dean Investment Associates, LLC | 79,523 | $4.55M | 0.75% | −25,381−24.2% | Reduced |
| Public Employees Retirement Association of Colorado | 80,341 | $4.60M | 0.02% | −7,886−8.9% | Reduced |
| Schroder Investment Management Group | 81,259 | $4.65M | 0.01% | +2,923+3.7% | Added |
| GWM Advisors LLC | 81,701 | $4.67M | 0.05% | −16,386−16.7% | Reduced |
| Ausbil Investment Management Ltd | 84,990 | $4.68M | 2.90% | 00.0% | Unchanged |
| First PREMIER Bank | 82,142 | $4.70M | 1.44% | −822−1.0% | Reduced |
| Asset Planning Services Inc | 83,823 | $4.80M | 3.15% | +1,325+1.6% | Added |
| Andra AP-fonden | 84,500 | $4.84M | 0.29% | −16,600−16.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 84,675 | $4.85M | 0.46% | +84,675 | New |
| Cubist Systematic Strategies, LLC | 86,089 | $4.93M | 0.06% | −189,374−68.7% | Reduced |
| BTC Capital Management, Inc. | 87,029 | $4.98M | 0.57% | +711+0.8% | Added |
| Janney Montgomery Scott LLC | 87,187 | $4.99M | 0.02% | +1,134+1.3% | Added |
| Assetmark, Inc | 88,151 | $5.04M | 0.02% | +8,979+11.3% | Added |
| Alaska Permanent Fund Corp | 88,644 | $5.07M | 0.10% | −752−0.8% | Reduced |
| HGK Asset Management Inc | 90,235 | $5.16M | 1.69% | +4,086+4.7% | Added |
| Jupiter Asset Management Ltd | 91,396 | $5.23M | 0.06% | −973,469−91.4% | Reduced |
| Opus Investment Management Inc | 91,709 | $5.25M | 3.23% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 92,648 | $5.30M | 0.26% | +1,023+1.1% | Added |
| CIBC World Markets Corp | 93,889 | $5.37M | 0.05% | −16,690−15.1% | Reduced |
| Utah Retirement Systems | 94,798 | $5.42M | 0.08% | +200+0.2% | Added |
| Rockefeller Capital Management L.P. | 95,479 | $5.46M | 0.02% | −151,138−61.3% | Reduced |
| Czech National Bank | 96,406 | $5.52M | 0.09% | +31,255+48.0% | Added |
| Natixis Advisors, L.P. | 97,787 | $5.59M | 0.02% | −60,718−38.3% | Reduced |
| Jump Financial, LLC | 98,365 | $5.63M | 0.21% | +98,365 | New |
| Yousif Capital Management, LLC | 98,685 | $5.65M | 0.07% | −1,330−1.3% | Reduced |
| Mattern Capital Management, LLC | 101,583 | $5.81M | 0.94% | +12,111+13.5% | Added |
| Bogart Wealth, LLC | 102,911 | $5.89M | 0.36% | +3,010+3.0% | Added |
| Palisade Asset Management, LLC | 103,629 | $5.93M | 0.72% | +243+0.2% | Added |
| HighTower Advisors, LLC | 106,445 | $6.09M | 0.01% | −1,334−1.2% | Reduced |
| Captrust Financial Advisors | 107,202 | $6.13M | 0.02% | +3,688+3.6% | Added |
| Texas Permanent School Fund | 113,960 | $6.52M | 0.06% | −941−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 114,309 | $6.54M | 0.03% | +403+0.4% | Added |
| Silvercrest Asset Management Group LLC | 116,982 | $6.69M | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 118,431 | $6.78M | 0.25% | −2,410−2.0% | Reduced |
| State of Alaska, Department of Revenue | 118,535 | $6.78M | 0.09% | −1,965−1.6% | Reduced |
| M&T Bank Corp | 118,613 | $6.79M | 0.03% | −6,865−5.5% | Reduced |
| Hennessy Advisors Inc | 118,899 | $6.80M | 0.48% | +100+0.1% | Added |
| Focus Financial Network, Inc. | 118,260 | $6.83M | 0.39% | +520+0.4% | Added |
| Bayesian Capital Management, LP | 121,365 | $6.94M | 0.79% | +106,500+716.4% | Added |
| Retirement Systems of Alabama | 124,706 | $7.14M | 0.03% | −378−0.3% | Reduced |
| Summit Global Investments | 127,134 | $7.28M | 0.48% | +28,598+29.0% | Added |
| Public Sector Pension Investment Board | 128,356 | $7.34M | 0.05% | +7,425+6.1% | Added |
| Standard Life Aberdeen plc | 129,397 | $7.40M | 0.02% | −10,818−7.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 131,502 | $7.52M | 0.01% | +6,194+4.9% | Added |
| Empower Advisory Group, LLC | 132,838 | $7.60M | 0.03% | −25,783−16.3% | Reduced |
| Quadrature Capital Ltd | 134,957 | $7.72M | 0.16% | +84,012+164.9% | Added |
| Stifel Financial Corp | 135,065 | $7.73M | 0.01% | −10,935−7.5% | Reduced |
| ING Groep NV | 136,246 | $7.80M | 0.07% | +29,471+27.6% | Added |
| MetLife Investment Management | 136,405 | $7.81M | 0.06% | −3,294−2.4% | Reduced |
| Van Eck Associates Corp | 139,635 | $7.99M | 0.02% | +5,328+4.0% | Added |
| First National Bank of Omaha | 140,729 | $8.05M | 0.52% | −9,101−6.1% | Reduced |
| DekaBank Deutsche Girozentrale | 141,960 | $8.06M | 0.02% | +34,702+32.4% | Added |
| Amalgamated Bank | 141,618 | $8.10M | 0.07% | +2,182+1.6% | Added |
| Assenagon Asset Management S.A. | 144,327 | $8.26M | 0.03% | +95,656+196.5% | Added |
| Beach Investment Counsel Inc | 146,102 | $8.36M | 1.04% | −4,031−2.7% | Reduced |
| Comerica Bank | 148,077 | $8.47M | 0.04% | +148,077 | New |
| State of Michigan Retirement System | 151,194 | $8.65M | 0.06% | −100−0.1% | Reduced |
| Arizona State Retirement System | 155,780 | $8.91M | 0.08% | −1,499−1.0% | Reduced |
| Mackenzie Financial Corp | 162,345 | $9.07M | 0.02% | +101,521+166.9% | Added |
| USS Investment Management Ltd | 158,558 | $9.07M | 0.10% | +13,981+9.7% | Added |
| Covalis Capital LLP | 166,778 | $9.54M | 1.69% | +166,778 | New |
| Creative Planning | 167,461 | $9.58M | 0.01% | +23,063+16.0% | Added |
| Guggenheim Capital LLC | 169,130 | $9.68M | 0.08% | +10,719+6.8% | Added |
| Nomura Asset Management Co Ltd | 170,575 | $9.76M | 0.05% | +9,328+5.8% | Added |
| Holocene Advisors, LP | 171,189 | $9.80M | 0.04% | +111,408+186.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 172,594 | $9.88M | 0.04% | +8,242+5.0% | Added |
| Commonwealth Equity Services, LLC | 172,642 | $9.88M | 0.02% | −2,592−1.5% | Reduced |
| Calamos Advisors LLC | 173,837 | $9.95M | 0.05% | 00.0% | Unchanged |
| American International Group, Inc. | 183,512 | $10.5M | 0.07% | +4,819+2.7% | Added |
| IFM Investors Pty Ltd | 186,053 | $10.6M | 0.14% | +7,943+4.5% | Added |
| Abn Amro Investment Solutions | 189,292 | $10.8M | 0.21% | −92,400−32.8% | Reduced |
| CIBC Asset Management Inc | 194,746 | $11.1M | 0.05% | +39,317+25.3% | Added |
| Rafferty Asset Management, LLC | 201,638 | $11.5M | 0.07% | +39,631+24.5% | Added |
| TD Asset Management Inc | 203,442 | $11.6M | 0.01% | −143−0.1% | Reduced |
| Intech Investment Management LLC | 203,957 | $11.7M | 0.17% | −676,346−76.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 213,609 | $12.2M | 0.04% | +185,784+667.7% | Added |
| Illinois Municipal Retirement Fund | 218,247 | $12.5M | 0.23% | +98,399+82.1% | Added |
| Allspring Global Investments Holdings, LLC | 223,240 | $12.8M | 0.02% | −81,881−26.8% | Reduced |
| Rovida Advisors Inc. | 230,000 | $13.2M | 5.00% | +230,000 | New |
| State of Tennessee, Treasury Department | 232,857 | $13.3M | 0.05% | −320,634−57.9% | Reduced |
| Advisor Group Holdings, Inc. | 232,956 | $13.3M | 0.02% | +71,017+43.9% | Added |
| Natixis | 237,481 | $13.6M | 0.11% | +237,481 | New |
| Fulton Breakefield Broenniman LLC | 238,208 | $13.6M | 1.18% | +508+0.2% | Added |
| Brown Brothers Harriman & Co | 240,025 | $13.7M | 0.12% | −7,383−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 262,717 | $15.0M | 0.01% | −4,646−1.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 269,055 | $15.4M | 0.15% | +7,000+2.7% | Added |
| Susquehanna Fundamental Investments, LLC | 272,362 | $15.6M | 1.01% | −720−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 287,432 | $16.4M | 0.07% | +18,846+7.0% | Added |
| Associated Banc-Corp | 288,304 | $16.5M | 0.64% | +7,608+2.7% | Added |
| Asset Management One Co.,Ltd. | 290,395 | $16.6M | 0.07% | −315−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,600 | $16.9M | 0.02% | +290,600+7,265.0% | Added |
| State of New Jersey Common Pension Fund D | 304,525 | $17.4M | 0.06% | −17,928−5.6% | Reduced |
| Great West Life Assurance Co | 308,130 | $17.6M | 0.04% | −3,546−1.1% | Reduced |