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 |
|---|---|---|---|---|---|
| Stewart & Patten Co LLC | 308,986 | $17.7M | 3.07% | +5,779+1.9% | Added |
| Panagora Asset Management Inc | 309,660 | $17.7M | 0.11% | +232,410+300.9% | Added |
| Toronto Dominion Bank | 310,634 | $17.8M | 0.03% | −17,308−5.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 310,919 | $17.8M | 0.07% | −6,589−2.1% | Reduced |
| Raymond James & Associates | 313,072 | $17.9M | 0.02% | +84,670+37.1% | Added |
| Kayne Anderson Capital Advisors LP | 313,450 | $17.9M | 0.56% | −534,400−63.0% | Reduced |
| Jane Street Group, LLC | 315,079 | $18.0M | 0.03% | +263,758+513.9% | Added |
| Treasurer of the State of North Carolina | 318,688 | $18.2M | 0.10% | +1,487+0.5% | Added |
| Teacher Retirement System of Texas | 323,230 | $18.5M | 0.12% | −17,882−5.2% | Reduced |
| CI Private Wealth, LLC | 329,662 | $18.9M | 0.04% | +7,767+2.4% | Added |
| LMR Partners LLP | 333,318 | $19.1M | 0.43% | +333,318 | New |
| Mairs & Power Inc | 334,863 | $19.2M | 0.22% | +6,665+2.0% | Added |
| Commerce Bank | 337,033 | $19.3M | 0.15% | −531,322−61.2% | Reduced |
| Bruce & Co., Inc. | 343,000 | $19.6M | 6.69% | −28,754−7.7% | Reduced |
| Gateway Investment Advisers LLC | 344,231 | $19.7M | 0.25% | +335,146+3,689.0% | Added |
| Sabal Trust CO | 344,521 | $19.7M | 1.32% | −1,061−0.3% | Reduced |
| State of Wisconsin Investment Board | 354,314 | $20.3M | 0.06% | −26,996−7.1% | Reduced |
| Martingale Asset Management L P | 355,157 | $20.3M | 0.43% | −10,055−2.8% | Reduced |
| Federated Hermes, Inc. | 369,259 | $21.1M | 0.06% | +357,807+3,124.4% | Added |
| Tudor Investment Corp Et Al | 376,161 | $21.5M | 0.32% | +179,359+91.1% | Added |
| Allianz Asset Management GmbH | 389,799 | $22.3M | 0.05% | −190,586−32.8% | Reduced |
| US Bancorp | 399,610 | $22.9M | 0.04% | −22,869−5.4% | Reduced |
| New York State Common Retirement Fund | 403,770 | $23.1M | 0.03% | −84,302−17.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 431,947 | $24.7M | 0.13% | +372,348+624.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 440,878 | $25.2M | 0.38% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 446,932 | $25.6M | 0.06% | −740,174−62.4% | Reduced |
| Lazard Asset Management LLC | 457,727 | $26.2M | 0.04% | −40,003−8.0% | Reduced |
| Envestnet Asset Management Inc | 494,256 | $28.3M | 0.01% | +36,934+8.1% | Added |
| Voya Investment Management LLC | 503,269 | $28.8M | 0.03% | +15,008+3.1% | Added |
| Jennison Associates LLC | 509,386 | $29.1M | 0.02% | −566,792−52.7% | Reduced |
| Old Republic International Corporation | 515,600 | $29.5M | 1.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 523,900 | $30.0M | 0.05% | +283,800+118.2% | Added |
| Qube Research & Technologies Ltd | 530,657 | $30.4M | 0.09% | −788,474−59.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 548,342 | $31.4M | 0.07% | +425,000+344.6% | Added |
| New York State Teachers Retirement System | 555,605 | $31.8M | 0.08% | −32,079−5.5% | Reduced |
| Prudential Financial Inc | 558,362 | $31.9M | 0.05% | +46,862+9.2% | Added |
| Lighthouse Investment Partners, LLC | 558,752 | $32.0M | 1.90% | +156,532+38.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 559,046 | $32.0M | 0.07% | +95,629+20.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 560,397 | $32.1M | 0.06% | +61,056+12.2% | Added |
| Energy Income Partners, LLC | 568,942 | $32.6M | 0.74% | +24,404+4.5% | Added |
| Anchor Capital Advisors LLC | 573,886 | $32.8M | 0.92% | −30,786−5.1% | Reduced |
| D. E. Shaw & Co., Inc. | 576,238 | $33.0M | 0.05% | +289,646+101.1% | Added |
| Squarepoint Ops LLC | 580,041 | $33.2M | 0.16% | +442,070+320.4% | Added |
| Gabelli Funds LLC | 585,383 | $33.5M | 0.27% | −500−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 604,631 | $34.6M | 0.08% | −6,270−1.0% | Reduced |
| Citadel Advisors LLC | 605,480 | $34.6M | 0.04% | +278,224+85.0% | Added |
| Vaughan David Investments LLC | 610,243 | $34.9M | 1.06% | +26,120+4.5% | Added |
| ProShare Advisors LLC | 612,120 | $35.0M | 0.11% | +77,314+14.5% | Added |
| NFJ Investment Group, LLC | 618,504 | $35.4M | 1.03% | +618,504 | New |
| Bank of Nova Scotia | 635,172 | $36.3M | 0.10% | +587,348+1,228.1% | Added |
| CIBC Private Wealth Group, LLC | 636,133 | $36.4M | 0.09% | −213,185−25.1% | Reduced |
| Ensign Peak Advisors, Inc | 659,256 | $37.7M | 0.08% | −10,885−1.6% | Reduced |
| LPL Financial LLC | 690,616 | $39.5M | 0.03% | +138,004+25.0% | Added |
| HITE Hedge Asset Management LLC | 700,000 | $40.1M | 4.30% | +700,000 | New |
| SEI Investments Co | 712,463 | $40.8M | 0.07% | −23,500−3.2% | Reduced |
| Korea Investment CORP | 739,815 | $42.3M | 0.12% | −14,087−1.9% | Reduced |
| American Century Companies Inc | 757,492 | $43.3M | 0.03% | +125,869+19.9% | Added |
| Regions Financial Corp | 772,137 | $44.2M | 0.40% | +9,558+1.3% | Added |
| California State Teachers Retirement System | 792,767 | $45.4M | 0.07% | −57,708−6.8% | Reduced |
| Credit Suisse AG | 793,888 | $45.4M | 0.05% | −8,577−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 798,364 | $45.7M | 0.03% | +22,499+2.9% | Added |
| Alliancebernstein L.P. | 810,904 | $46.4M | 0.02% | −1,323,877−62.0% | Reduced |
| Cbre Clarion Securities LLC | 814,472 | $46.6M | 0.94% | −71,729−8.1% | Reduced |
| Worldquant Millennium Advisors LLC | 815,908 | $46.7M | 0.72% | +171,602+26.6% | Added |
| Two Sigma Investments, LP | 822,373 | $47.1M | 0.13% | +664,599+421.2% | Added |
| Susquehanna International Group, LLP | 834,041 | $47.7M | 0.07% | +478,104+134.3% | Added |
| Citigroup Inc | 902,136 | $51.6M | 0.07% | +144,023+19.0% | Added |
| Deutsche Bank AG | 940,243 | $53.8M | 0.03% | −1,030,147−52.3% | Reduced |
| Ceredex Value Advisors LLC | 964,500 | $55.7M | 0.98% | +174,100+22.0% | Added |
| National Bank of Canada | 999,386 | $55.8M | 0.10% | +450,595+82.1% | Added |
| AQR Capital Management LLC | 994,800 | $56.9M | 0.12% | −83,382−7.7% | Reduced |
| Bank of Montreal | 976,594 | $57.1M | 0.03% | +439,131+81.7% | Added |
| Rhumbline Advisers | 999,604 | $57.2M | 0.07% | −71,519−6.7% | Reduced |
| Russell Investments Group, Ltd. | 1,003,923 | $57.4M | 0.11% | −35,793−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,019,730 | $58.3M | 0.48% | +574+0.1% | Added |
| Great Lakes Advisors, LLC | 1,022,364 | $58.5M | 0.53% | +310,571+43.6% | Added |
| UBS Group AG | 1,027,462 | $58.8M | 0.03% | −94,053−8.4% | Reduced |
| Man Group plc | – | $59.6M | 0.19% | – | – |
| Canada Pension Plan Investment Board | 1,116,647 | $63.9M | 0.09% | −193,740−14.8% | Reduced |
| APG Asset Management N.V. | 1,169,876 | $66.9M | 0.14% | −106,851−8.4% | Reduced |
| Price T Rowe Associates Inc | 1,173,797 | $67.2M | 0.01% | +96,187+8.9% | Added |
| Point72 Asset Management, L.P. | 1,178,350 | $67.4M | 0.23% | +1,178,350 | New |
| Macquarie Group Ltd | 1,608,203 | $67.9M | 0.09% | +278,347+20.9% | Added |
| National Pension Service | 1,223,194 | $70.6M | 0.11% | +70,726+6.1% | Added |
| Voloridge Investment Management, LLC | 1,273,423 | $72.9M | 0.36% | −6,941−0.5% | Reduced |
| Reaves W H & Co Inc | 1,282,369 | $73.4M | 2.90% | −87,415−6.4% | Reduced |
| Verition Fund Management LLC | 1,370,684 | $78.4M | 1.05% | +1,012,075+282.2% | Added |
| Barclays PLC | 1,426,096 | $81.6M | 0.05% | +137,356+10.7% | Added |
| Dimensional Fund Advisors LP | 1,532,344 | $87.7M | 0.03% | +7,494+0.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,585,820 | $90.7M | 0.07% | −23,856−1.5% | Reduced |
| Balyasny Asset Management LLC | 1,590,530 | $91.0M | 0.25% | +1,574,257+9,674.0% | Added |
| HSBC Holdings PLC | 1,627,320 | $93.0M | 0.10% | +1,112,510+216.1% | Added |
| Amundi | 1,673,539 | $98.5M | 0.05% | +168,322+11.2% | Added |
| Swiss National Bank | 1,770,200 | $101.3M | 0.08% | −217,000−10.9% | Reduced |
| First Trust Advisors LP | 1,831,867 | $104.8M | 0.12% | +112,479+6.5% | Added |
| Ameriprise Financial Inc | 1,835,938 | $105.1M | 0.03% | −4,189,649−69.5% | Reduced |
| FMR LLC | 1,879,993 | $107.6M | 0.01% | −282,785−13.1% | Reduced |
| Duff & Phelps Investment Management Co | 2,048,087 | $117.2M | 1.54% | −74,395−3.5% | Reduced |
| UBS Asset Management Americas Inc | 2,147,696 | $122.9M | 0.06% | +37,403+1.8% | Added |
| Franklin Resources Inc | 2,498,821 | $143.0M | 0.07% | −111,140−4.3% | Reduced |