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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.

Institutional holdersQ4 2023: 1,019 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2023: $26.9B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2023.

Institutions holding XEL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)2$00.00%−1−33.3%Reduced
Dogwood Wealth Management LLC0$60.00%0New
Baystate Wealth Management LLC1$630.00%00.0%Unchanged
Frazier Financial Advisors, LLC3$1860.00%+3New
Sofos Investments, Inc.4$3420.00%00.0%Unchanged
Evermay Wealth Management LLC6$3720.00%+6New
Impact Partnership Wealth, LLC7$4330.00%00.0%Unchanged
True Wealth Design, LLC7$4340.00%00.0%Unchanged
Tfo-TDC, LLC8$4950.00%00.0%Unchanged
WestEnd Advisors, LLC9$5570.00%−5−35.7%Reduced
ClariVest Asset Management LLC12$7430.00%+12New
West Paces Advisors Inc.13$8050.00%−53−80.3%Reduced
Cornerstone Planning Group LLC15$9290.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.10$1.00K0.00%−1−9.1%Reduced
Long Island Wealth Management, Inc.10$1.00K0.00%+10New
Financial Synergies Wealth Advisors, Inc.15$1.05K0.00%+15New
Key Financial Inc20$1.24K0.00%00.0%Unchanged
POM Investment Strategies, LLC21$1.30K0.00%+21New
Arlington Trust Co LLC25$1.55K0.00%−2,152−98.9%Reduced
American National Bank26$1.61K0.00%+26New
Trifecta Capital Advisors, LLC28$1.73K0.00%00.0%Unchanged
LM Advisors LLC29$1.79K0.00%+29New
Beacon Capital Management, LLC32$1.83K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.30$1.86K0.00%+30New
Anchor Investment Management, LLC31$1.92K0.00%00.0%Unchanged
Dunhill Financial, LLC35$2.15K0.00%+35New
Tennessee Valley Asset Management Partners37$2.31K0.00%+37New
SJS Investment Consulting Inc.38$2.35K0.00%+8+26.7%Added
Tortoise Investment Management, LLC39$2.41K0.00%00.0%Unchanged
MCF Advisors LLC39$2.42K0.00%00.0%Unchanged
TFC Financial Management42$2.60K0.00%+31+281.8%Added
DT Investment Partners, LLC45$2.69K0.00%00.0%Unchanged
Clear Street Markets LLC44$3.00K0.00%−18−29.0%Reduced
Avion Wealth51$3.00K0.00%+16+45.7%Added
Focused Wealth Management, Inc50$3.10K0.00%00.0%Unchanged
Raffa Wealth Management, LLC57$3.53K0.00%00.0%Unchanged
Lee Financial Co58$3.62K0.00%+58New
Jamison Private Wealth Management, Inc.65$4.03K0.00%00.0%Unchanged
Pittenger & Anderson Inc72$4.46K0.00%00.0%Unchanged
WealthCollab, LLC73$4.52K0.00%+73New
Valued Wealth Advisors LLC81$4.68K0.00%+81New
New Millennium Group LLC77$4.77K0.00%00.0%Unchanged
First United Bank Trust80$4.95K0.00%+80New
Horizons Wealth Management89$5.51K0.00%00.0%Unchanged
Abound Wealth Management89$5.51K0.00%−5−5.3%Reduced
Carolinas Wealth Consulting LLC89$5.56K0.00%−13−12.7%Reduced
Sachetta, LLC90$5.59K0.00%+90New
Aspect Partners, LLC91$5.63K0.00%+91New
Red Tortoise LLC95$5.88K0.00%−7−6.9%Reduced
Eagle Bay Advisors LLC96$5.94K0.00%−638−86.9%Reduced
EdgeRock Capital LLC101$6.04K0.00%+101New
Duncker Streett & Co Inc100$6.19K0.00%00.0%Unchanged
CNB Bank100$6.19K0.00%+100New
Atlas Capital Advisors LLC108$6.69K0.00%00.0%Unchanged
Oakworth Capital, Inc.121$7.49K0.00%+81+202.5%Added
CarsonAllaria Wealth Management, Ltd.133$8.25K0.01%+1+0.8%Added
ORG Partners LLC157$9.72K0.00%+5+3.3%Added
Kelly Financial Services LLC170$10.5K0.00%00.0%Unchanged
Salomon & Ludwin, LLC205$11.7K0.00%00.0%Unchanged
Core Alternative Capital190$11.8K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.192$11.9K0.01%00.0%Unchanged
Princeton Global Asset Management LLC197$12.2K0.00%−53−21.2%Reduced
Fortitude Family Office, LLC200$12.4K0.01%+200New
Stuart Chaussee & Associates, Inc.202$12.5K0.00%00.0%Unchanged
GW&K Investment Management, LLC217$13.0K0.00%+31+16.7%Added
Richard W. Paul & Associates, LLC214$13.2K0.01%+103+92.8%Added
Global Wealth Strategies & Associates228$14.1K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC230$14.2K0.00%00.0%Unchanged
Atticus Wealth Management, LLC230$14.2K0.01%00.0%Unchanged
Aspire Private Capital, LLC233$14.4K0.00%+116+99.1%Added
Nemes Rush Group LLC235$14.5K0.00%+2+0.9%Added
DHJJ Financial Advisors, Ltd.235$14.5K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.246$15.2K0.01%+246New
Tyler-Stone Wealth Management250$15.5K0.01%00.0%Unchanged
Annapolis Financial Services, LLC259$16.0K0.00%00.0%Unchanged
Gables Capital Management Inc.264$16.3K0.01%+264New
Private Wealth Management Group, LLC266$16.5K0.01%+266New
Davis Capital Management267$16.5K0.02%+267New
NVWM, LLC268$16.7K0.01%−787−74.6%Reduced
Country Trust Bank276$17.1K0.00%−259−48.4%Reduced
JFS Wealth Advisors, LLC282$17.5K0.00%+96+51.6%Added
Wetzel Investment Advisors, Inc.287$18.0K0.01%+287New
West Branch Capital LLC300$18.6K0.01%−275−47.8%Reduced
Cambridge Trust Co300$18.6K0.00%−13−4.2%Reduced
Glen Eagle Advisors, LLC300$18.6K0.00%00.0%Unchanged
DB Wealth Management Group, LLC304$18.8K0.01%00.0%Unchanged
Covestor Ltd309$19.0K0.01%−116−27.3%Reduced
Valley National Advisers Inc320$19.0K0.00%+65+25.5%Added
Operose Advisors LLC323$20.0K0.01%−257−44.3%Reduced
Webster Bank, N. A.325$20.1K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.343$21.4K0.00%00.0%Unchanged
Union Savings Bank347$21.5K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc353$22.0K0.02%00.0%Unchanged
MV Capital Management, Inc.378$23.4K0.00%+63+20.0%Added
Armstrong Advisory Group, Inc380$23.5K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC396$24.5K0.02%+396New
Strategic Investment Solutions, Inc.400$24.8K0.00%−24,800−98.4%Reduced
Heritage Wealth Advisors400$24.8K0.00%+400New
Turtle Creek Wealth Advisors, LLC405$25.1K0.01%+405New
Pacific Capital Wealth Advisors, Inc407$25.2K0.01%+407New