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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 4,111,411 | $254.5M | 0.60% | +503,683+14.0% | Added |
| Millennium Management LLC | 4,334,566 | $268.4M | 0.25% | +1,468,631+51.2% | Added |
| Bank of America Corp | 4,505,667 | $278.9M | 0.03% | +227,485+5.3% | Added |
| Invesco Ltd. | 5,381,848 | $333.2M | 0.08% | +78,801+1.5% | Added |
| Northern Trust Corp | 5,547,905 | $343.5M | 0.06% | −191,281−3.3% | Reduced |
| Legal & General Group Plc | 5,576,444 | $345.2M | 0.11% | +119,386+2.2% | Added |
| Morgan Stanley | 6,009,550 | $372.1M | 0.03% | +638,671+11.9% | Added |
| Goldman Sachs Group Inc | 6,795,768 | $420.7M | 0.09% | +2,105,005+44.9% | Added |
| Wells Fargo & Company | 7,124,212 | $441.1M | 0.12% | −27,838−0.4% | Reduced |
| Victory Capital Management Inc | 7,766,048 | $480.8M | 0.51% | +261,426+3.5% | Added |
| Royal Bank of Canada | 8,554,585 | $529.6M | 0.13% | +152,951+1.8% | Added |
| Geode Capital Management, LLC | 13,242,499 | $819.1M | 0.09% | +278,984+2.2% | Added |
| Aristotle Capital Management, LLC | 14,015,353 | $867.7M | 1.70% | −689,496−4.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 16,700,319 | $1.03B | 0.67% | −4,849,542−22.5% | Reduced |
| Massachusetts Financial Services Co | 19,994,298 | $1.24B | 0.40% | +1,472,435+7.9% | Added |
| JPMorgan Chase & Co | 21,473,862 | $1.33B | 0.14% | −3,968,187−15.6% | Reduced |
| State Street Corp | 29,428,678 | $1.84B | 0.09% | +613,140+2.1% | Added |
| BlackRock Inc. | 49,987,579 | $3.09B | 0.08% | −554,830−1.1% | Reduced |
| Vanguard Group Inc | 71,989,831 | $4.46B | 0.10% | +7,926,975+12.4% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −576,238−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −558,752−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −431,947−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −272,362−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −237,481−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −166,778−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −146,102−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −91,396−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −69,922−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −59,768−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,523−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,538−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −36,492−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −30,219−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −23,932−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −12,123−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −11,491−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −11,198−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −9,934−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −7,885−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −7,524−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,255−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −7,034−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −6,062−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −5,272−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −5,064−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Leverty Financial Group, LLC | 0 | $0 | 0.00% | −4,438−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −4,409−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −3,632−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Kenfarb & Co. | – | – | – | – | Not filed |
| Lewis Capital Management, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
| Tradewinds, LLC. | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |