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 |
|---|---|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 410 | $25.4K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 433 | $26.0K | 0.00% | +323+293.6% | Added |
| Kepos Capital LP | 431 | $27.0K | 0.01% | +224+108.2% | Added |
| SYSTM Wealth Solutions LLC | 435 | $27.0K | 0.00% | +435 | New |
| ZRC Wealth Management, LLC | 494 | $28.3K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 460 | $28.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 465 | $28.8K | 0.02% | +465 | New |
| Ulland Investment Advisors, LLC | 470 | $29.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 562 | $29.6K | 0.01% | −30−5.1% | Reduced |
| Resurgent Financial Advisors LLC | 486 | $30.1K | 0.02% | +26+5.7% | Added |
| Westside Investment Management, Inc. | 492 | $30.5K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 494 | $30.6K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 494 | $30.6K | 0.01% | +494 | New |
| Pinnacle Financial Partners Inc | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 502 | $31.0K | 0.00% | −25−4.7% | Reduced |
| Catalyst Capital Advisors LLC | 518 | $32.1K | 0.00% | +111+27.3% | Added |
| Luken Investment Analytics, LLC | 526 | $32.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 533 | $33.0K | 0.01% | −267−33.4% | Reduced |
| Quarry LP | 556 | $34.4K | 0.02% | +556 | New |
| Piscataqua Savings Bank | 575 | $35.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $35.9K | 0.02% | +580 | New |
| Rothschild Investment LLC | 588 | $36.4K | 0.00% | +588 | New |
| TSFG, LLC | 605 | $37.0K | 0.01% | −24−3.8% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $37.1K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 638 | $39.0K | 0.00% | −485−43.2% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $40.7K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 672 | $41.6K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 684 | $42.4K | 0.01% | +6+0.9% | Added |
| Strengthening Families & Communities, LLC | 690 | $42.7K | 0.03% | −15−2.1% | Reduced |
| Glassman Wealth Services | 717 | $44.4K | 0.01% | +171+31.3% | Added |
| Bell Investment Advisors, Inc | 727 | $45.0K | 0.01% | +81+12.5% | Added |
| JJJ Advisors Inc. | 737 | $45.7K | 0.01% | −367−33.2% | Reduced |
| Emfo, LLC | 745 | $46.1K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 759 | $47.0K | 0.00% | +9+1.2% | Added |
| Creative Financial Designs Inc | 760 | $47.1K | 0.00% | +114+17.6% | Added |
| Deseret Mutual Benefit Administrators | 772 | $47.8K | 0.03% | −202−20.7% | Reduced |
| Avalon Trust Co | 800 | $49.5K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $50.9K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 849 | $53.0K | 0.01% | +37+4.6% | Added |
| Caldwell Trust Co | 884 | $54.7K | 0.01% | −400−31.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 902 | $55.8K | 0.02% | +592+191.0% | Added |
| Northwest Financial Advisors | 927 | $57.4K | 0.05% | +927 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 929 | $57.9K | 0.01% | +600+182.4% | Added |
| Versant Capital Management, Inc | 943 | $58.4K | 0.02% | +4+0.4% | Added |
| Centennial Bank | 947 | $58.6K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $59.2K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 959 | $59.4K | 0.00% | −17−1.7% | Reduced |
| Ancora Advisors, LLC | 960 | $59.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $59.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 983 | $61.0K | 0.04% | +32+3.4% | Added |
| FinTrust Capital Advisors, LLC | 988 | $61.2K | 0.01% | +94+10.5% | Added |
| Greenwood Gearhart Inc | 990 | $61.3K | 0.01% | +990 | New |
| BFSG, LLC | 995 | $61.6K | 0.01% | +995 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,016 | $62.0K | 0.02% | +45+4.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $62.4K | 0.01% | +1,000 | New |
| Carmichael Hill & Associates, Inc. | 1,030 | $63.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $63.8K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,049 | $65.0K | 0.04% | +1,049 | New |
| North Star Investment Management Corp. | 1,056 | $65.3K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,103 | $68.8K | 0.01% | −952−46.3% | Reduced |
| WFA Asset Management Corp | 1,121 | $69.4K | 0.04% | −1,099−49.5% | Reduced |
| Prestige Wealth Management Group LLC | 1,132 | $70.7K | 0.02% | −48−4.1% | Reduced |
| Financial Management Professionals, Inc. | 1,148 | $71.0K | 0.01% | +3+0.3% | Added |
| Winch Advisory Services, LLC | 1,151 | $71.3K | 0.02% | +10+0.9% | Added |
| BKM Wealth Management, LLC | 1,156 | $71.6K | 0.03% | +1,156 | New |
| Sunbelt Securities, Inc. | 1,200 | $74.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,217 | $75.3K | 0.00% | +88+7.8% | Added |
| SOA Wealth Advisors, LLC. | 1,218 | $75.4K | 0.02% | +5+0.4% | Added |
| Banque Cantonale Vaudoise | 1,222 | $76.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,241 | $77.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,241 | $77.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,263 | $78.2K | 0.01% | +1,263 | New |
| State of Wyoming | 1,273 | $78.8K | 0.01% | −418−24.7% | Reduced |
| IAG Wealth Partners, LLC | 1,276 | $79.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,316 | $81.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,355 | $83.9K | 0.01% | +147+12.2% | Added |
| Rakuten Investment Management, Inc. | 1,365 | $84.5K | 0.00% | +1,365 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,373 | $85.3K | 0.04% | +845+160.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,379 | $85.4K | 0.04% | +13+1.0% | Added |
| Quent Capital, LLC | 1,434 | $88.8K | 0.01% | +15+1.1% | Added |
| Hanson & Doremus Investment Management | 1,459 | $90.0K | 0.02% | −217−12.9% | Reduced |
| Dividend Assets Capital, LLC | 1,460 | $90.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $92.9K | 0.05% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,510 | $93.5K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 1,531 | $94.8K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,542 | $95.5K | 0.01% | +29+1.9% | Added |
| PSI Advisors, LLC | 1,585 | $98.1K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,591 | $98.5K | 0.03% | +13+0.8% | Added |
| Pinnacle Bancorp, Inc. | 1,617 | $100.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,621 | $100.4K | 0.00% | +517+46.8% | Added |
| Bank of New Hampshire | 1,629 | $100.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $104.0K | 0.05% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,686 | $104.4K | 0.08% | +1,686 | New |
| Hexagon Capital Partners LLC | 1,688 | $104.5K | 0.03% | +63+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,701 | $105.3K | 0.00% | +831+95.5% | Added |
| First Manhattan Co | 1,702 | $105.4K | 0.00% | +2+0.1% | Added |
| Front Row Advisors LLC | 1,688 | $105.4K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $106.1K | 0.05% | 00.0% | Unchanged |