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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 304,217 | $18.8M | 0.38% | −50,940−14.3% | Reduced |
| State of New Jersey Common Pension Fund D | 304,525 | $18.9M | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 304,899 | $18.9M | 0.08% | +17,467+6.1% | Added |
| Great West Life Assurance Co | 307,929 | $19.0M | 0.04% | −201−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 309,149 | $19.1M | 0.07% | −1,770−0.6% | Reduced |
| Stewart & Patten Co LLC | 309,923 | $19.2M | 3.00% | +937+0.3% | Added |
| Panagora Asset Management Inc | 317,127 | $19.6M | 0.11% | +7,467+2.4% | Added |
| Toronto Dominion Bank | 318,012 | $19.7M | 0.03% | +7,378+2.4% | Added |
| Treasurer of the State of North Carolina | 321,432 | $19.9M | 0.10% | +2,744+0.9% | Added |
| Kayne Anderson Capital Advisors LP | 325,159 | $20.1M | 0.63% | +11,709+3.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 326,908 | $20.2M | 0.06% | +113,299+53.0% | Added |
| State of Wisconsin Investment Board | 330,936 | $20.5M | 0.06% | −23,378−6.6% | Reduced |
| Sabal Trust CO | 340,273 | $21.1M | 1.30% | −4,248−1.2% | Reduced |
| New York State Common Retirement Fund | 347,412 | $21.5M | 0.03% | −56,358−14.0% | Reduced |
| Mairs & Power Inc | 353,276 | $21.9M | 0.23% | +18,413+5.5% | Added |
| Tudor Investment Corp Et Al | 355,897 | $22.0M | 0.30% | −20,264−5.4% | Reduced |
| ING Groep NV | 365,828 | $22.6M | 0.18% | +229,582+168.5% | Added |
| US Bancorp | 404,678 | $25.1M | 0.04% | +5,068+1.3% | Added |
| SG Americas Securities, LLC | 407,141 | $25.2M | 0.28% | +351,888+636.9% | Added |
| Putnam Investments LLC | 407,562 | $25.2M | 0.03% | +355,527+683.2% | Added |
| Allianz Asset Management GmbH | 419,106 | $25.9M | 0.05% | +29,307+7.5% | Added |
| Gateway Investment Advisers LLC | 452,602 | $28.0M | 0.33% | +108,371+31.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 469,971 | $29.1M | 0.45% | +29,093+6.6% | Added |
| Lazard Asset Management LLC | 470,324 | $29.1M | 0.04% | +12,597+2.8% | Added |
| Qube Research & Technologies Ltd | 477,081 | $29.5M | 0.07% | −53,576−10.1% | Reduced |
| Jane Street Group, LLC | 505,691 | $31.3M | 0.04% | +190,612+60.5% | Added |
| Old Republic International Corporation | 515,600 | $31.9M | 1.20% | 00.0% | Unchanged |
| ProShare Advisors LLC | 522,868 | $32.4M | 0.10% | −89,252−14.6% | Reduced |
| New York State Teachers Retirement System | 543,104 | $33.6M | 0.08% | −12,501−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 544,678 | $33.7M | 0.07% | −91,455−14.4% | Reduced |
| Anchor Capital Advisors LLC | 547,592 | $33.9M | 0.89% | −26,294−4.6% | Reduced |
| Korea Investment CORP | 554,262 | $34.3M | 0.09% | −185,553−25.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 555,890 | $34.4M | 0.07% | −3,156−0.6% | Reduced |
| Gabelli Funds LLC | 580,499 | $35.9M | 0.28% | −4,884−0.8% | Reduced |
| Manufacturers Life Insurance Company, The | 584,659 | $36.2M | 0.02% | −213,705−26.8% | Reduced |
| State Board of Administration of Florida Retirement System | 597,856 | $37.0M | 0.08% | −6,775−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 596,668 | $37.9M | 0.07% | +36,271+6.5% | Added |
| Ensign Peak Advisors, Inc | 628,082 | $38.9M | 0.08% | −31,174−4.7% | Reduced |
| Vaughan David Investments LLC | 629,598 | $39.0M | 1.07% | +19,355+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 637,286 | $39.5M | 0.14% | +592,784+1,332.0% | Added |
| Raymond James & Associates | 671,171 | $41.6M | 0.03% | +358,099+114.4% | Added |
| NFJ Investment Group, LLC | 677,531 | $41.9M | 1.16% | +59,027+9.5% | Added |
| CI Private Wealth, LLC | 686,167 | $42.5M | 0.08% | +356,505+108.1% | Added |
| Bank of Nova Scotia | 713,286 | $44.2M | 0.08% | +78,114+12.3% | Added |
| Citigroup Inc | 718,918 | $44.5M | 0.06% | −183,218−20.3% | Reduced |
| Regions Financial Corp | 720,707 | $44.6M | 0.37% | −51,430−6.7% | Reduced |
| SEI Investments Co | 740,796 | $45.9M | 0.07% | +28,333+4.0% | Added |
| Ceredex Value Advisors LLC | 734,700 | $45.9M | 0.80% | −229,800−23.8% | Reduced |
| Great Lakes Advisors, LLC | 749,064 | $46.4M | 0.44% | −273,300−26.7% | Reduced |
| American Century Companies Inc | 764,447 | $47.3M | 0.03% | +6,955+0.9% | Added |
| California State Teachers Retirement System | 768,607 | $47.6M | 0.07% | −24,160−3.0% | Reduced |
| Credit Suisse AG | 790,409 | $48.9M | 0.05% | −3,479−0.4% | Reduced |
| Alliancebernstein L.P. | 791,847 | $49.0M | 0.02% | −19,057−2.4% | Reduced |
| Worldquant Millennium Advisors LLC | 807,195 | $50.0M | 0.70% | −8,713−1.1% | Reduced |
| Envestnet Asset Management Inc | 820,298 | $50.8M | 0.02% | +326,042+66.0% | Added |
| Man Group plc | 826,946 | $51.2M | 0.15% | – | – |
| Price T Rowe Associates Inc | 868,126 | $53.7M | 0.01% | −305,671−26.0% | Reduced |
| Bank of Montreal | 894,057 | $55.7M | 0.03% | −82,537−8.5% | Reduced |
| LPL Financial LLC | 899,562 | $55.7M | 0.03% | +208,946+30.3% | Added |
| Deutsche Bank AG | 936,087 | $58.0M | 0.03% | −4,156−0.4% | Reduced |
| Energy Income Partners, LLC | 954,790 | $59.1M | 1.27% | +385,848+67.8% | Added |
| HSBC Holdings PLC | 970,280 | $60.0M | 0.06% | −657,040−40.4% | Reduced |
| Rhumbline Advisers | 995,402 | $61.6M | 0.06% | −4,202−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,036,366 | $64.2M | 0.47% | +16,636+1.6% | Added |
| AQR Capital Management LLC | 1,074,943 | $66.2M | 0.12% | +80,143+8.1% | Added |
| Voloridge Investment Management, LLC | 1,074,711 | $66.5M | 0.26% | −198,712−15.6% | Reduced |
| National Bank of Canada | 1,051,708 | $66.9M | 0.12% | +52,322+5.2% | Added |
| UBS Group AG | 1,091,332 | $67.6M | 0.03% | +63,870+6.2% | Added |
| Canada Pension Plan Investment Board | 1,139,847 | $70.6M | 0.09% | +23,200+2.1% | Added |
| BNP Paribas Arbitrage, SA | 1,140,853 | $70.6M | 0.13% | +693,921+155.3% | Added |
| Susquehanna International Group, LLP | 1,150,609 | $71.2M | 0.12% | +316,568+38.0% | Added |
| Russell Investments Group, Ltd. | 1,185,235 | $73.4M | 0.13% | +181,312+18.1% | Added |
| APG Asset Management N.V. | 1,316,687 | $73.8M | 0.14% | +146,811+12.5% | Added |
| National Pension Service | 1,261,468 | $78.1M | 0.11% | +38,274+3.1% | Added |
| Federated Hermes, Inc. | 1,284,305 | $79.5M | 0.20% | +915,046+247.8% | Added |
| Prudential Financial Inc | 1,302,267 | $80.5M | 0.12% | +743,905+133.2% | Added |
| Amundi | 1,311,995 | $83.0M | 0.04% | −361,544−21.6% | Reduced |
| Jennison Associates LLC | 1,451,483 | $89.9M | 0.07% | +942,097+184.9% | Added |
| Reaves W H & Co Inc | 1,488,696 | $92.2M | 3.35% | +206,327+16.1% | Added |
| Dimensional Fund Advisors LP | 1,521,612 | $94.2M | 0.03% | −10,732−0.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,586,877 | $98.2M | 0.07% | +1,057+0.1% | Added |
| Macquarie Group Ltd | 1,401,605 | $100.0M | 0.12% | −206,598−12.8% | Reduced |
| Swiss National Bank | 1,724,600 | $106.8M | 0.08% | −45,600−2.6% | Reduced |
| Barclays PLC | 1,733,721 | $107.3M | 0.06% | +307,625+21.6% | Added |
| ExodusPoint Capital Management, LP | 1,749,576 | $108.3M | 1.35% | +1,749,576 | New |
| First Trust Advisors LP | 1,760,669 | $109.0M | 0.12% | −71,198−3.9% | Reduced |
| Ameriprise Financial Inc | 1,789,310 | $110.8M | 0.03% | −46,628−2.5% | Reduced |
| FMR LLC | 1,962,885 | $121.5M | 0.01% | +82,892+4.4% | Added |
| Duff & Phelps Investment Management Co | 2,068,140 | $128.0M | 1.54% | +20,053+1.0% | Added |
| UBS Asset Management Americas Inc | 2,265,583 | $140.3M | 0.06% | +117,887+5.5% | Added |
| Franklin Resources Inc | 2,452,968 | $151.9M | 0.07% | −45,853−1.8% | Reduced |
| Pictet Asset Management Holding SA | 2,587,909 | $160.2M | 0.18% | −219,819−7.8% | Reduced |
| Magellan Asset Management Ltd | 2,780,064 | $172.1M | 1.71% | −441,286−13.7% | Reduced |
| Principal Financial Group Inc | 2,940,611 | $182.1M | 0.12% | −54,386−1.8% | Reduced |
| Nordea Investment Management AB | 2,954,907 | $182.6M | 0.23% | +86,696+3.0% | Added |
| Charles Schwab Investment Management Inc | 3,171,463 | $196.3M | 0.05% | +106,218+3.5% | Added |
| Nuveen Asset Management, LLC | 3,165,041 | $203.8M | 0.07% | +104,105+3.4% | Added |
| California Public Employees Retirement System | 3,355,336 | $207.7M | 0.16% | −46,337−1.4% | Reduced |
| Capital Research Global Investors | 3,378,938 | $209.2M | 0.05% | −6880.0% | Reduced |
| Bank of New York Mellon Corp | 4,082,233 | $252.7M | 0.05% | −65,726−1.6% | Reduced |