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, Q4 2023
Institutional positions in Xcel Energy Inc as of Dec 31, 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
- 1,019
- +104 vs. Q3 2023
- Shares held
- 434.1M
- +4.73M (+1.1%) vs. Q3 2023
- Total value
- $26.9B
- +$2.29B (+9.3%) vs. Q3 2023
- New holders
- 171
- 366 more added
- Sold out
- 67
- 325 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 71,989,831 | $4.46B | 0.10% | +7,926,975+12.4% | Added |
| BlackRock Inc. | 49,987,579 | $3.09B | 0.08% | −554,830−1.1% | Reduced |
| State Street Corp | 29,428,678 | $1.84B | 0.09% | +613,140+2.1% | Added |
| JPMorgan Chase & Co | 21,473,862 | $1.33B | 0.14% | −3,968,187−15.6% | Reduced |
| Massachusetts Financial Services Co | 19,994,298 | $1.24B | 0.40% | +1,472,435+7.9% | Added |
| T. Rowe Price Investment Management, Inc. | 16,700,319 | $1.03B | 0.67% | −4,849,542−22.5% | Reduced |
| Aristotle Capital Management, LLC | 14,015,353 | $867.7M | 1.70% | −689,496−4.7% | Reduced |
| Geode Capital Management, LLC | 13,242,499 | $819.1M | 0.09% | +278,984+2.2% | Added |
| Royal Bank of Canada | 8,554,585 | $529.6M | 0.13% | +152,951+1.8% | Added |
| Victory Capital Management Inc | 7,766,048 | $480.8M | 0.51% | +261,426+3.5% | Added |
| Wells Fargo & Company | 7,124,212 | $441.1M | 0.12% | −27,838−0.4% | Reduced |
| Goldman Sachs Group Inc | 6,795,768 | $420.7M | 0.09% | +2,105,005+44.9% | Added |
| Morgan Stanley | 6,009,550 | $372.1M | 0.03% | +638,671+11.9% | Added |
| Legal & General Group Plc | 5,576,444 | $345.2M | 0.11% | +119,386+2.2% | Added |
| Northern Trust Corp | 5,547,905 | $343.5M | 0.06% | −191,281−3.3% | Reduced |
| Invesco Ltd. | 5,381,848 | $333.2M | 0.08% | +78,801+1.5% | Added |
| Bank of America Corp | 4,505,667 | $278.9M | 0.03% | +227,485+5.3% | Added |
| Millennium Management LLC | 4,334,566 | $268.4M | 0.25% | +1,468,631+51.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,111,411 | $254.5M | 0.60% | +503,683+14.0% | Added |
| Bank of New York Mellon Corp | 4,082,233 | $252.7M | 0.05% | −65,726−1.6% | Reduced |
| Capital Research Global Investors | 3,378,938 | $209.2M | 0.05% | −6880.0% | Reduced |
| California Public Employees Retirement System | 3,355,336 | $207.7M | 0.16% | −46,337−1.4% | Reduced |
| Nuveen Asset Management, LLC | 3,165,041 | $203.8M | 0.07% | +104,105+3.4% | Added |
| Charles Schwab Investment Management Inc | 3,171,463 | $196.3M | 0.05% | +106,218+3.5% | Added |
| Nordea Investment Management AB | 2,954,907 | $182.6M | 0.23% | +86,696+3.0% | Added |
| Principal Financial Group Inc | 2,940,611 | $182.1M | 0.12% | −54,386−1.8% | Reduced |
| Magellan Asset Management Ltd | 2,780,064 | $172.1M | 1.71% | −441,286−13.7% | Reduced |
| Pictet Asset Management Holding SA | 2,587,909 | $160.2M | 0.18% | −219,819−7.8% | Reduced |
| Franklin Resources Inc | 2,452,968 | $151.9M | 0.07% | −45,853−1.8% | Reduced |
| UBS Asset Management Americas Inc | 2,265,583 | $140.3M | 0.06% | +117,887+5.5% | Added |
| Duff & Phelps Investment Management Co | 2,068,140 | $128.0M | 1.54% | +20,053+1.0% | Added |
| FMR LLC | 1,962,885 | $121.5M | 0.01% | +82,892+4.4% | Added |
| Ameriprise Financial Inc | 1,789,310 | $110.8M | 0.03% | −46,628−2.5% | Reduced |
| First Trust Advisors LP | 1,760,669 | $109.0M | 0.12% | −71,198−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 1,749,576 | $108.3M | 1.35% | +1,749,576 | New |
| Barclays PLC | 1,733,721 | $107.3M | 0.06% | +307,625+21.6% | Added |
| Swiss National Bank | 1,724,600 | $106.8M | 0.08% | −45,600−2.6% | Reduced |
| Macquarie Group Ltd | 1,401,605 | $100.0M | 0.12% | −206,598−12.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,586,877 | $98.2M | 0.07% | +1,057+0.1% | Added |
| Dimensional Fund Advisors LP | 1,521,612 | $94.2M | 0.03% | −10,732−0.7% | Reduced |
| Reaves W H & Co Inc | 1,488,696 | $92.2M | 3.35% | +206,327+16.1% | Added |
| Jennison Associates LLC | 1,451,483 | $89.9M | 0.07% | +942,097+184.9% | Added |
| Amundi | 1,311,995 | $83.0M | 0.04% | −361,544−21.6% | Reduced |
| Prudential Financial Inc | 1,302,267 | $80.5M | 0.12% | +743,905+133.2% | Added |
| Federated Hermes, Inc. | 1,284,305 | $79.5M | 0.20% | +915,046+247.8% | Added |
| National Pension Service | 1,261,468 | $78.1M | 0.11% | +38,274+3.1% | Added |
| APG Asset Management N.V. | 1,316,687 | $73.8M | 0.14% | +146,811+12.5% | Added |
| Russell Investments Group, Ltd. | 1,185,235 | $73.4M | 0.13% | +181,312+18.1% | Added |
| Susquehanna International Group, LLP | 1,150,609 | $71.2M | 0.12% | +316,568+38.0% | Added |
| BNP Paribas Arbitrage, SA | 1,140,853 | $70.6M | 0.13% | +693,921+155.3% | Added |
| Canada Pension Plan Investment Board | 1,139,847 | $70.6M | 0.09% | +23,200+2.1% | Added |
| UBS Group AG | 1,091,332 | $67.6M | 0.03% | +63,870+6.2% | Added |
| National Bank of Canada | 1,051,708 | $66.9M | 0.12% | +52,322+5.2% | Added |
| Voloridge Investment Management, LLC | 1,074,711 | $66.5M | 0.26% | −198,712−15.6% | Reduced |
| AQR Capital Management LLC | 1,074,943 | $66.2M | 0.12% | +80,143+8.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,036,366 | $64.2M | 0.47% | +16,636+1.6% | Added |
| Rhumbline Advisers | 995,402 | $61.6M | 0.06% | −4,202−0.4% | Reduced |
| HSBC Holdings PLC | 970,280 | $60.0M | 0.06% | −657,040−40.4% | Reduced |
| Energy Income Partners, LLC | 954,790 | $59.1M | 1.27% | +385,848+67.8% | Added |
| Deutsche Bank AG | 936,087 | $58.0M | 0.03% | −4,156−0.4% | Reduced |
| LPL Financial LLC | 899,562 | $55.7M | 0.03% | +208,946+30.3% | Added |
| Bank of Montreal | 894,057 | $55.7M | 0.03% | −82,537−8.5% | Reduced |
| Price T Rowe Associates Inc | 868,126 | $53.7M | 0.01% | −305,671−26.0% | Reduced |
| Man Group plc | 826,946 | $51.2M | 0.15% | – | – |
| Envestnet Asset Management Inc | 820,298 | $50.8M | 0.02% | +326,042+66.0% | Added |
| Worldquant Millennium Advisors LLC | 807,195 | $50.0M | 0.70% | −8,713−1.1% | Reduced |
| Alliancebernstein L.P. | 791,847 | $49.0M | 0.02% | −19,057−2.4% | Reduced |
| Credit Suisse AG | 790,409 | $48.9M | 0.05% | −3,479−0.4% | Reduced |
| California State Teachers Retirement System | 768,607 | $47.6M | 0.07% | −24,160−3.0% | Reduced |
| American Century Companies Inc | 764,447 | $47.3M | 0.03% | +6,955+0.9% | Added |
| Great Lakes Advisors, LLC | 749,064 | $46.4M | 0.44% | −273,300−26.7% | Reduced |
| Ceredex Value Advisors LLC | 734,700 | $45.9M | 0.80% | −229,800−23.8% | Reduced |
| SEI Investments Co | 740,796 | $45.9M | 0.07% | +28,333+4.0% | Added |
| Regions Financial Corp | 720,707 | $44.6M | 0.37% | −51,430−6.7% | Reduced |
| Citigroup Inc | 718,918 | $44.5M | 0.06% | −183,218−20.3% | Reduced |
| Bank of Nova Scotia | 713,286 | $44.2M | 0.08% | +78,114+12.3% | Added |
| CI Private Wealth, LLC | 686,167 | $42.5M | 0.08% | +356,505+108.1% | Added |
| NFJ Investment Group, LLC | 677,531 | $41.9M | 1.16% | +59,027+9.5% | Added |
| Raymond James & Associates | 671,171 | $41.6M | 0.03% | +358,099+114.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 637,286 | $39.5M | 0.14% | +592,784+1,332.0% | Added |
| Vaughan David Investments LLC | 629,598 | $39.0M | 1.07% | +19,355+3.2% | Added |
| Ensign Peak Advisors, Inc | 628,082 | $38.9M | 0.08% | −31,174−4.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 596,668 | $37.9M | 0.07% | +36,271+6.5% | Added |
| State Board of Administration of Florida Retirement System | 597,856 | $37.0M | 0.08% | −6,775−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 584,659 | $36.2M | 0.02% | −213,705−26.8% | Reduced |
| Gabelli Funds LLC | 580,499 | $35.9M | 0.28% | −4,884−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 555,890 | $34.4M | 0.07% | −3,156−0.6% | Reduced |
| Korea Investment CORP | 554,262 | $34.3M | 0.09% | −185,553−25.1% | Reduced |
| Anchor Capital Advisors LLC | 547,592 | $33.9M | 0.89% | −26,294−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 544,678 | $33.7M | 0.07% | −91,455−14.4% | Reduced |
| New York State Teachers Retirement System | 543,104 | $33.6M | 0.08% | −12,501−2.2% | Reduced |
| ProShare Advisors LLC | 522,868 | $32.4M | 0.10% | −89,252−14.6% | Reduced |
| Old Republic International Corporation | 515,600 | $31.9M | 1.20% | 00.0% | Unchanged |
| Jane Street Group, LLC | 505,691 | $31.3M | 0.04% | +190,612+60.5% | Added |
| Qube Research & Technologies Ltd | 477,081 | $29.5M | 0.07% | −53,576−10.1% | Reduced |
| Lazard Asset Management LLC | 470,324 | $29.1M | 0.04% | +12,597+2.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 469,971 | $29.1M | 0.45% | +29,093+6.6% | Added |
| Gateway Investment Advisers LLC | 452,602 | $28.0M | 0.33% | +108,371+31.5% | Added |
| Allianz Asset Management GmbH | 419,106 | $25.9M | 0.05% | +29,307+7.5% | Added |
| Putnam Investments LLC | 407,562 | $25.2M | 0.03% | +355,527+683.2% | Added |