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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 494,256 | $28.3M | 0.01% | +36,934+8.1% | Added |
| Lazard Asset Management LLC | 457,727 | $26.2M | 0.04% | −40,003−8.0% | Reduced |
| BNP Paribas Arbitrage, SA | 446,932 | $25.6M | 0.06% | −740,174−62.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 440,878 | $25.2M | 0.38% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 431,947 | $24.7M | 0.13% | +372,348+624.8% | Added |
| New York State Common Retirement Fund | 403,770 | $23.1M | 0.03% | −84,302−17.3% | Reduced |
| US Bancorp | 399,610 | $22.9M | 0.04% | −22,869−5.4% | Reduced |
| Allianz Asset Management GmbH | 389,799 | $22.3M | 0.05% | −190,586−32.8% | Reduced |
| Tudor Investment Corp Et Al | 376,161 | $21.5M | 0.32% | +179,359+91.1% | Added |
| Federated Hermes, Inc. | 369,259 | $21.1M | 0.06% | +357,807+3,124.4% | Added |
| Martingale Asset Management L P | 355,157 | $20.3M | 0.43% | −10,055−2.8% | Reduced |
| State of Wisconsin Investment Board | 354,314 | $20.3M | 0.06% | −26,996−7.1% | Reduced |
| Sabal Trust CO | 344,521 | $19.7M | 1.32% | −1,061−0.3% | Reduced |
| Gateway Investment Advisers LLC | 344,231 | $19.7M | 0.25% | +335,146+3,689.0% | Added |
| Bruce & Co., Inc. | 343,000 | $19.6M | 6.69% | −28,754−7.7% | Reduced |
| Commerce Bank | 337,033 | $19.3M | 0.15% | −531,322−61.2% | Reduced |
| Mairs & Power Inc | 334,863 | $19.2M | 0.22% | +6,665+2.0% | Added |
| LMR Partners LLP | 333,318 | $19.1M | 0.43% | +333,318 | New |
| CI Private Wealth, LLC | 329,662 | $18.9M | 0.04% | +7,767+2.4% | Added |
| Teacher Retirement System of Texas | 323,230 | $18.5M | 0.12% | −17,882−5.2% | Reduced |
| Treasurer of the State of North Carolina | 318,688 | $18.2M | 0.10% | +1,487+0.5% | Added |
| Jane Street Group, LLC | 315,079 | $18.0M | 0.03% | +263,758+513.9% | Added |
| Kayne Anderson Capital Advisors LP | 313,450 | $17.9M | 0.56% | −534,400−63.0% | Reduced |
| Raymond James & Associates | 313,072 | $17.9M | 0.02% | +84,670+37.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 310,919 | $17.8M | 0.07% | −6,589−2.1% | Reduced |
| Toronto Dominion Bank | 310,634 | $17.8M | 0.03% | −17,308−5.3% | Reduced |
| Panagora Asset Management Inc | 309,660 | $17.7M | 0.11% | +232,410+300.9% | Added |
| Stewart & Patten Co LLC | 308,986 | $17.7M | 3.07% | +5,779+1.9% | Added |
| Great West Life Assurance Co | 308,130 | $17.6M | 0.04% | −3,546−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 304,525 | $17.4M | 0.06% | −17,928−5.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,600 | $16.9M | 0.02% | +290,600+7,265.0% | Added |
| Asset Management One Co.,Ltd. | 290,395 | $16.6M | 0.07% | −315−0.1% | Reduced |
| Associated Banc-Corp | 288,304 | $16.5M | 0.64% | +7,608+2.7% | Added |
| Public Employees Retirement System of Ohio | 287,432 | $16.4M | 0.07% | +18,846+7.0% | Added |
| Susquehanna Fundamental Investments, LLC | 272,362 | $15.6M | 1.01% | −720−0.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 269,055 | $15.4M | 0.15% | +7,000+2.7% | Added |
| The PNC Financial Services Group, Inc. | 262,717 | $15.0M | 0.01% | −4,646−1.7% | Reduced |
| Brown Brothers Harriman & Co | 240,025 | $13.7M | 0.12% | −7,383−3.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 238,208 | $13.6M | 1.18% | +508+0.2% | Added |
| Natixis | 237,481 | $13.6M | 0.11% | +237,481 | New |
| Advisor Group Holdings, Inc. | 232,956 | $13.3M | 0.02% | +71,017+43.9% | Added |
| State of Tennessee, Treasury Department | 232,857 | $13.3M | 0.05% | −320,634−57.9% | Reduced |
| Rovida Advisors Inc. | 230,000 | $13.2M | 5.00% | +230,000 | New |
| Allspring Global Investments Holdings, LLC | 223,240 | $12.8M | 0.02% | −81,881−26.8% | Reduced |
| Illinois Municipal Retirement Fund | 218,247 | $12.5M | 0.23% | +98,399+82.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 213,609 | $12.2M | 0.04% | +185,784+667.7% | Added |
| Intech Investment Management LLC | 203,957 | $11.7M | 0.17% | −676,346−76.8% | Reduced |
| TD Asset Management Inc | 203,442 | $11.6M | 0.01% | −143−0.1% | Reduced |
| Rafferty Asset Management, LLC | 201,638 | $11.5M | 0.07% | +39,631+24.5% | Added |
| CIBC Asset Management Inc | 194,746 | $11.1M | 0.05% | +39,317+25.3% | Added |
| Abn Amro Investment Solutions | 189,292 | $10.8M | 0.21% | −92,400−32.8% | Reduced |
| IFM Investors Pty Ltd | 186,053 | $10.6M | 0.14% | +7,943+4.5% | Added |
| American International Group, Inc. | 183,512 | $10.5M | 0.07% | +4,819+2.7% | Added |
| Calamos Advisors LLC | 173,837 | $9.95M | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 172,642 | $9.88M | 0.02% | −2,592−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 172,594 | $9.88M | 0.04% | +8,242+5.0% | Added |
| Holocene Advisors, LP | 171,189 | $9.80M | 0.04% | +111,408+186.4% | Added |
| Nomura Asset Management Co Ltd | 170,575 | $9.76M | 0.05% | +9,328+5.8% | Added |
| Guggenheim Capital LLC | 169,130 | $9.68M | 0.08% | +10,719+6.8% | Added |
| Creative Planning | 167,461 | $9.58M | 0.01% | +23,063+16.0% | Added |
| Covalis Capital LLP | 166,778 | $9.54M | 1.69% | +166,778 | New |
| USS Investment Management Ltd | 158,558 | $9.07M | 0.10% | +13,981+9.7% | Added |
| Mackenzie Financial Corp | 162,345 | $9.07M | 0.02% | +101,521+166.9% | Added |
| Arizona State Retirement System | 155,780 | $8.91M | 0.08% | −1,499−1.0% | Reduced |
| State of Michigan Retirement System | 151,194 | $8.65M | 0.06% | −100−0.1% | Reduced |
| Comerica Bank | 148,077 | $8.47M | 0.04% | +148,077 | New |
| Beach Investment Counsel Inc | 146,102 | $8.36M | 1.04% | −4,031−2.7% | Reduced |
| Assenagon Asset Management S.A. | 144,327 | $8.26M | 0.03% | +95,656+196.5% | Added |
| Amalgamated Bank | 141,618 | $8.10M | 0.07% | +2,182+1.6% | Added |
| DekaBank Deutsche Girozentrale | 141,960 | $8.06M | 0.02% | +34,702+32.4% | Added |
| First National Bank of Omaha | 140,729 | $8.05M | 0.52% | −9,101−6.1% | Reduced |
| Van Eck Associates Corp | 139,635 | $7.99M | 0.02% | +5,328+4.0% | Added |
| MetLife Investment Management | 136,405 | $7.81M | 0.06% | −3,294−2.4% | Reduced |
| ING Groep NV | 136,246 | $7.80M | 0.07% | +29,471+27.6% | Added |
| Stifel Financial Corp | 135,065 | $7.73M | 0.01% | −10,935−7.5% | Reduced |
| Quadrature Capital Ltd | 134,957 | $7.72M | 0.16% | +84,012+164.9% | Added |
| Empower Advisory Group, LLC | 132,838 | $7.60M | 0.03% | −25,783−16.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 131,502 | $7.52M | 0.01% | +6,194+4.9% | Added |
| Standard Life Aberdeen plc | 129,397 | $7.40M | 0.02% | −10,818−7.7% | Reduced |
| Public Sector Pension Investment Board | 128,356 | $7.34M | 0.05% | +7,425+6.1% | Added |
| Summit Global Investments | 127,134 | $7.28M | 0.48% | +28,598+29.0% | Added |
| Retirement Systems of Alabama | 124,706 | $7.14M | 0.03% | −378−0.3% | Reduced |
| Bayesian Capital Management, LP | 121,365 | $6.94M | 0.79% | +106,500+716.4% | Added |
| Focus Financial Network, Inc. | 118,260 | $6.83M | 0.39% | +520+0.4% | Added |
| Hennessy Advisors Inc | 118,899 | $6.80M | 0.48% | +100+0.1% | Added |
| M&T Bank Corp | 118,613 | $6.79M | 0.03% | −6,865−5.5% | Reduced |
| State of Alaska, Department of Revenue | 118,535 | $6.78M | 0.09% | −1,965−1.6% | Reduced |
| Vestcor Inc | 118,431 | $6.78M | 0.25% | −2,410−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 116,982 | $6.69M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 114,309 | $6.54M | 0.03% | +403+0.4% | Added |
| Texas Permanent School Fund | 113,960 | $6.52M | 0.06% | −941−0.8% | Reduced |
| Captrust Financial Advisors | 107,202 | $6.13M | 0.02% | +3,688+3.6% | Added |
| HighTower Advisors, LLC | 106,445 | $6.09M | 0.01% | −1,334−1.2% | Reduced |
| Palisade Asset Management, LLC | 103,629 | $5.93M | 0.72% | +243+0.2% | Added |
| Bogart Wealth, LLC | 102,911 | $5.89M | 0.36% | +3,010+3.0% | Added |
| Mattern Capital Management, LLC | 101,583 | $5.81M | 0.94% | +12,111+13.5% | Added |
| Yousif Capital Management, LLC | 98,685 | $5.65M | 0.07% | −1,330−1.3% | Reduced |
| Jump Financial, LLC | 98,365 | $5.63M | 0.21% | +98,365 | New |
| Natixis Advisors, L.P. | 97,787 | $5.59M | 0.02% | −60,718−38.3% | Reduced |
| Czech National Bank | 96,406 | $5.52M | 0.09% | +31,255+48.0% | Added |