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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 95,479 | $5.46M | 0.02% | −151,138−61.3% | Reduced |
| Utah Retirement Systems | 94,798 | $5.42M | 0.08% | +200+0.2% | Added |
| CIBC World Markets Corp | 93,889 | $5.37M | 0.05% | −16,690−15.1% | Reduced |
| Braun Stacey Associates Inc | 92,648 | $5.30M | 0.26% | +1,023+1.1% | Added |
| Opus Investment Management Inc | 91,709 | $5.25M | 3.23% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 91,396 | $5.23M | 0.06% | −973,469−91.4% | Reduced |
| HGK Asset Management Inc | 90,235 | $5.16M | 1.69% | +4,086+4.7% | Added |
| Alaska Permanent Fund Corp | 88,644 | $5.07M | 0.10% | −752−0.8% | Reduced |
| Assetmark, Inc | 88,151 | $5.04M | 0.02% | +8,979+11.3% | Added |
| Janney Montgomery Scott LLC | 87,187 | $4.99M | 0.02% | +1,134+1.3% | Added |
| BTC Capital Management, Inc. | 87,029 | $4.98M | 0.57% | +711+0.8% | Added |
| Cubist Systematic Strategies, LLC | 86,089 | $4.93M | 0.06% | −189,374−68.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 84,675 | $4.85M | 0.46% | +84,675 | New |
| Andra AP-fonden | 84,500 | $4.84M | 0.29% | −16,600−16.4% | Reduced |
| Asset Planning Services Inc | 83,823 | $4.80M | 3.15% | +1,325+1.6% | Added |
| First PREMIER Bank | 82,142 | $4.70M | 1.44% | −822−1.0% | Reduced |
| Ausbil Investment Management Ltd | 84,990 | $4.68M | 2.90% | 00.0% | Unchanged |
| GWM Advisors LLC | 81,701 | $4.67M | 0.05% | −16,386−16.7% | Reduced |
| Schroder Investment Management Group | 81,259 | $4.65M | 0.01% | +2,923+3.7% | Added |
| Public Employees Retirement Association of Colorado | 80,341 | $4.60M | 0.02% | −7,886−8.9% | Reduced |
| Dean Investment Associates, LLC | 79,523 | $4.55M | 0.75% | −25,381−24.2% | Reduced |
| Janus Henderson Group PLC | 79,133 | $4.53M | 0.00% | −38,481−32.7% | Reduced |
| Mariner, LLC | 79,027 | $4.52M | 0.01% | +1,030+1.3% | Added |
| New York Life Investment Management LLC | 78,667 | $4.50M | 0.05% | +687+0.9% | Added |
| Truist Financial Corp | 78,264 | $4.48M | 0.01% | +24,077+44.4% | Added |
| Pacer Advisors, Inc. | 77,885 | $4.46M | 0.02% | +27,541+54.7% | Added |
| Louisiana State Employees Retirement System | 77,800 | $4.45M | 0.10% | +9,400+13.7% | Added |
| Caisse de Depot Et Placement du Quebec | 77,675 | $4.44M | 0.01% | −39,800−33.9% | Reduced |
| Mutual of America Capital Management LLC | 77,161 | $4.42M | 0.05% | −1,988−2.5% | Reduced |
| Ontario Teachers Pension Plan Board | 75,926 | $4.34M | 0.05% | −55,914−42.4% | Reduced |
| Cetera Advisor Networks LLC | 74,683 | $4.27M | 0.03% | +11,748+18.7% | Added |
| Daiwa Securities Group Inc. | 73,249 | $4.19M | 0.03% | +8,354+12.9% | Added |
| Kestra Advisory Services, LLC | 71,201 | $4.07M | 0.04% | +26,588+59.6% | Added |
| Intact Investment Management Inc. | 70,400 | $4.03M | 0.17% | +70,400 | New |
| Xponance, Inc. | 70,213 | $4.02M | 0.05% | +1,930+2.8% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.01M | 0.45% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 69,922 | $4.00M | 0.05% | +312+0.4% | Added |
| Brookfield Asset Management Inc. | 69,010 | $3.95M | 0.02% | −1,094,222−94.1% | Reduced |
| Prudential PLC | 68,924 | $3.94M | 0.05% | −3,030−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 68,073 | $3.90M | 0.06% | −131−0.2% | Reduced |
| Twin Tree Management, LP | 67,521 | $3.86M | 0.13% | +67,521 | New |
| Shelton Capital Management | 65,013 | $3.72M | 0.14% | +13,262+25.6% | Added |
| Meyer Handelman Co | 64,680 | $3.70M | 0.15% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 62,884 | $3.60M | 0.03% | +4,991+8.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 62,860 | $3.60M | 0.08% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 62,200 | $3.56M | 0.01% | −232,879−78.9% | Reduced |
| Kempen Capital Management N.V. | 60,222 | $3.45M | 0.06% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $3.43M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 59,850 | $3.42M | 0.03% | +4,799+8.7% | Added |
| Element Capital Management LLC | 59,768 | $3.42M | 0.30% | −11,755−16.4% | Reduced |
| Benjamin Edwards Inc | 59,361 | $3.40M | 0.80% | −2,543−4.1% | Reduced |
| iA Global Asset Management Inc. | 59,035 | $3.38M | 0.09% | +12,584+27.1% | Added |
| Fifth Third Bancorp | 58,769 | $3.36M | 0.02% | +8,287+16.4% | Added |
| Private Advisor Group, LLC | 58,267 | $3.33M | 0.03% | +695+1.2% | Added |
| La Banque Postale Asset Management SA | 58,259 | $3.33M | 0.07% | +8,522+17.1% | Added |
| AdvisorNet Financial, Inc | 57,993 | $3.32M | 0.30% | −1,030−1.7% | Reduced |
| Profund Advisors LLC | 57,770 | $3.31M | 0.18% | +10,465+22.1% | Added |
| Mercer Global Advisors Inc | 57,644 | $3.30M | 0.01% | −1,068−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,388 | $3.28M | 0.05% | +18,504+47.6% | Added |
| SG Americas Securities, LLC | 55,253 | $3.16M | 0.04% | −30,863−35.8% | Reduced |
| Moloney Securities Asset Management, LLC | 53,102 | $3.04M | 0.55% | +765+1.5% | Added |
| Putnam Investments LLC | 52,035 | $2.98M | 0.00% | +4,224+8.8% | Added |
| Bridge Creek Capital Management LLC | 51,032 | $2.92M | 1.11% | +660+1.3% | Added |
| Gulf International Bank (UK) Ltd | 50,629 | $2.90M | 0.08% | −5,007−9.0% | Reduced |
| British Columbia Investment Management Corp | 50,042 | $2.86M | 0.03% | +413+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 49,809 | $2.85M | 0.13% | +24,920+100.1% | Added |
| Teachers Retirement System of the State of Kentucky | 49,153 | $2.81M | 0.03% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 47,781 | $2.73M | 0.01% | −9,424−16.5% | Reduced |
| Stiles Financial Services Inc | 47,523 | $2.72M | 1.41% | +1,902+4.2% | Added |
| Weiss Asset Management LP | 47,523 | $2.72M | 0.22% | +47,523 | New |
| Quantinno Capital Management LP | 47,358 | $2.71M | 0.12% | +15,346+47.9% | Added |
| Tower Research Capital LLC (TRC) | 47,251 | $2.70M | 0.08% | +30,633+184.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 46,985 | $2.69M | 0.17% | −797−1.7% | Reduced |
| Jarislowsky, Fraser Ltd | 46,100 | $2.64M | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 45,918 | $2.63M | 0.31% | +41,462+930.5% | Added |
| Alerus Financial NA | 45,598 | $2.61M | 0.23% | −7,740−14.5% | Reduced |
| Westpac Banking Corp | 45,232 | $2.59M | 0.19% | −3,916−8.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 44,502 | $2.55M | 0.01% | −718,172−94.2% | Reduced |
| Schmidt P J Investment Management Inc | 42,535 | $2.51M | 0.54% | −2,571−5.7% | Reduced |
| Advisors Asset Management, Inc. | 43,733 | $2.50M | 0.05% | −763−1.7% | Reduced |
| Wealthfront Advisers LLC | 43,536 | $2.49M | 0.01% | +4,434+11.3% | Added |
| Siemens Fonds Invest GmbH | 43,136 | $2.47M | 0.25% | −5,701−11.7% | Reduced |
| Crossmark Global Holdings, Inc. | 42,471 | $2.47M | 0.06% | −1,349−3.1% | Reduced |
| Kentucky Retirement Systems | 42,818 | $2.45M | 0.09% | −1,432−3.2% | Reduced |
| AE Wealth Management LLC | 42,644 | $2.44M | 0.01% | +14,859+53.5% | Added |
| Oregon Public Employees Retirement Fund | 42,631 | $2.44M | 0.03% | −200−0.5% | Reduced |
| Wedbush Securities Inc | 42,620 | $2.44M | 0.12% | −2,354−5.2% | Reduced |
| First Bank & Trust | 42,217 | $2.42M | 0.63% | +10,729+34.1% | Added |
| Maryland State Retirement & Pension System | 42,074 | $2.41M | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 41,459 | $2.37M | 0.07% | +5,452+15.1% | Added |
| Atria Investments LLC | 41,070 | $2.35M | 0.04% | −5,899−12.6% | Reduced |
| Blair William & Co | 40,400 | $2.31M | 0.01% | +406+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,052 | $2.29M | 0.01% | −30,798−43.5% | Reduced |
| Securian Asset Management, Inc | 39,578 | $2.26M | 0.07% | −5,310−11.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 39,436 | $2.26M | 0.27% | −437−1.1% | Reduced |
| Cornerstone Advisors, LLC | 38,800 | $2.22M | 0.10% | −1,800−4.4% | Reduced |
| Lockheed Martin Investment Management Co | 35,700 | $2.22M | 0.17% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 38,248 | $2.19M | 0.01% | −31,515−45.2% | Reduced |
| Avitas Wealth Management LLC | 38,094 | $2.18M | 0.41% | −274−0.7% | Reduced |
| Hartford Investment Management Co | 37,551 | $2.15M | 0.09% | −1,324−3.4% | Reduced |