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Livermore
Livermore
ZHEN

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
Vestor Capital, LLC1,771$110.0K0.01%−621−26.0%Reduced
Leonteq Securities AG1,781$110.3K0.01%00.0%Unchanged
First Community Trust NA1,800$111.4K0.12%00.0%Unchanged
Rocky Mountain Advisers, LLC1,833$113.5K0.04%00.0%Unchanged
Parkside Financial Bank & Trust1,886$116.7K0.02%+536+39.7%Added
LGT Financial Advisors LLC1,958$121.2K0.15%+32+1.7%Added
Elgethun Capital Management2,003$124.0K0.04%00.0%Unchanged
Scarborough Advisors, LLC2,018$124.9K0.03%+2,018New
HM Payson & Co2,047$126.7K0.00%+238+13.2%Added
St Germain D J Co Inc2,051$127.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC2,149$133.1K0.13%+3+0.1%Added
Acadian Asset Management LLC2,182$135.0K0.00%+2,182New
Sound Income Strategies, LLC2,188$135.5K0.01%+1,000+84.2%Added
Whittier Trust Co2,230$138.0K0.00%−1,296−36.8%Reduced
AJOVista, LLC2,239$138.6K0.17%+2,239New
Kayne Anderson Rudnick Investment Management LLC2,262$140.1K0.00%+2,261+226,100.0%Added
Jackson, Grant Investment Advisers, Inc.2,376$147.1K0.07%00.0%Unchanged
Colonial Trust Co2,403$148.8K0.03%+41+1.7%Added
Washington Trust Co2,445$151.4K0.01%+117+5.0%Added
Ostrum Asset Management2,472$153.0K0.01%+11+0.4%Added
Founders Capital Management2,500$154.8K0.11%00.0%Unchanged
CVA Family Office, LLC2,516$155.8K0.03%+2,516New
Motco2,517$155.8K0.01%00.0%Unchanged
Penserra Capital Management LLC2,554$157.0K0.00%−535−17.3%Reduced
JNBA Financial Advisors2,616$162.0K0.02%+332+14.5%Added
Manchester Capital Management LLC2,631$162.9K0.02%−1,039−28.3%Reduced
Smithfield Trust Co2,706$167.0K0.01%00.0%Unchanged
Trust Co2,882$178.4K0.02%−2,328−44.7%Reduced
Cranbrook Wealth Management, LLC2,905$179.8K0.05%00.0%Unchanged
Bruce G. Allen Investments, LLC3,077$190.5K0.17%+3,077New
Ronald Blue Trust, Inc.3,330$191.0K0.00%−1,524−31.4%Reduced
Cherry Tree Wealth Management, LLC3,187$197.3K0.05%−364−10.3%Reduced
Ci Investments Inc.3,244$201.0K0.00%+426+15.1%Added
Chilton Capital Management LLC3,247$201.0K0.01%00.0%Unchanged
Morningstar Investment Management LLC3,284$203.0K0.02%+3,284New
Windsor Capital Management, LLC3,280$203.1K0.07%+3,280New
GHP Investment Advisors, Inc.3,281$203.1K0.01%−502−13.3%Reduced
Lummis Asset Management, LP3,283$203.3K0.16%+3,283New
Donaldson Capital Management, LLC3,296$204.1K0.01%+3,296New
Orgel Wealth Management, LLC3,303$204.5K0.01%+3,303New
Fairfield, Bush & Co.3,305$204.6K0.12%+3,305New
JPL Wealth Management, LLC3,309$204.9K0.15%+3,309New
Cullen/Frost Bankers, Inc.3,318$205.4K0.00%+286+9.4%Added
Howe & Rusling Inc3,336$206.5K0.02%+3,336New
Sheaff Brock Investment Advisors, LLC3,336$206.6K0.02%+3,336New
Perigon Wealth Management, LLC3,346$207.2K0.01%+3,346New
Boston Trust Walden Corp3,347$207.2K0.00%+3,347New
Private Trust Co NA3,353$207.6K0.02%+552+19.7%Added
Woodmont Investment Counsel LLC3,380$209.3K0.02%+3,380New
Institutional & Family Asset Management, LLC3,382$209.4K0.03%−25−0.7%Reduced
Farther Finance Advisors, LLC3,384$209.5K0.02%+1,217+56.2%Added
Peoples Financial Services Corp.3,400$210.5K0.09%00.0%Unchanged
Merit Financial Group, LLC3,403$210.7K0.01%+3,403New
First National Bank Sioux Falls3,404$210.7K0.11%+3,404New
Larson Financial Group LLC3,409$211.1K0.02%−612−15.2%Reduced
Voya Financial Advisors, Inc.3,412$211.2K0.03%+3,412New
HTLF Bank3,447$213.4K0.03%+3,447New
LCM Capital Management Inc3,466$214.6K0.16%−73−2.1%Reduced
Tealwood Asset Management Inc3,496$216.0K0.10%00.0%Unchanged
Panoramic Investment Advisors, LLC3,502$216.8K0.19%−41−1.2%Reduced
Financial Perspectives, Inc3,519$217.9K0.09%00.0%Unchanged
Ethic Inc.3,525$218.2K0.01%+3,525New
17 Capital Partners, LLC3,527$218.4K0.20%+3,527New
Cidel Asset Management Inc3,541$219.2K0.01%+3,541New
Golden State Equity Partners3,551$219.8K0.05%+3,551New
Moody National Bank Trust Division3,554$220.0K0.02%−5,238−59.6%Reduced
Zacks Investment Management3,554$220.0K0.00%+3,554New
Waldron Private Wealth LLC3,525$220.1K0.01%+3,525New
CoreFirst Bank & Trust3,559$220.3K0.15%00.0%Unchanged
McKinley Carter Wealth Services, Inc.3,571$221.1K0.02%−512−12.5%Reduced
Lakeridge Wealth Management LLC3,572$221.1K0.16%+3,572New
Capital Advisory Group Advisory Services, LLC3,593$222.5K0.12%−8,069−69.2%Reduced
Broadwater Capital Management LLC3,600$222.9K0.17%+3,600New
Davis R M Inc3,612$223.6K0.01%+3,612New
Lindbrook Capital, LLC3,627$224.5K0.02%+1,326+57.6%Added
FFT Wealth Management LLC3,649$225.9K0.02%+3,649New
Skopos Labs, Inc.3,669$227.1K0.11%+3,669New
Lazari Capital Management, Inc.3,698$228.9K0.13%+8+0.2%Added
First Heartland Consultants, Inc.3,697$229.0K0.03%00.0%Unchanged
Mutual Advisors, LLC3,706$229.4K0.01%−1,022−21.6%Reduced
Wade G W & Inc3,710$230.0K0.01%−497−11.8%Reduced
Global Retirement Partners, LLC3,780$230.3K0.01%−6,707−64.0%Reduced
Strategy Asset Managers LLC3,729$230.8K0.05%−385−9.4%Reduced
Wealthspire Advisors, LLC3,747$232.0K0.00%+3,747New
Redhawk Wealth Advisors, Inc.3,756$232.6K0.05%+3,756New
Cary Street Partner Investment Advisory LLC3,777$233.9K0.01%+692+22.4%Added
Invesco, LLC3,783$234.2K0.11%+3,783New
CCG Wealth Management, LLC3,784$234.3K0.16%−350−8.5%Reduced
Austin Private Wealth, LLC3,787$234.5K0.03%−36−0.9%Reduced
West Family Investments, Inc.3,791$234.7K0.08%−5,519−59.3%Reduced
Aureus Asset Management, LLC3,794$234.9K0.02%+74+2.0%Added
Planning Center, Inc.3,808$235.8K0.05%−2,595−40.5%Reduced
Accel Wealth Management3,810$235.9K0.12%+37+1.0%Added
Obermeyer Wood Investment Counsel, LLLP3,812$236.0K0.02%+110+3.0%Added
TCG Advisory Services, LLC3,812$236.0K0.02%−477−11.1%Reduced
Two Sigma Securities, LLC3,826$236.9K0.01%−6,934−64.4%Reduced
RNC Capital Management LLC3,845$238.0K0.01%+9+0.2%Added
Chesley Taft & Associates LLC3,851$238.4K0.01%00.0%Unchanged
AlphaStar Capital Management, LLC3,888$240.7K0.02%+3,888New
Peak Asset Management, LLC3,896$241.2K0.05%00.0%Unchanged