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 |
|---|---|---|---|---|---|
| Conning Inc. | 3,905 | $241.8K | 0.01% | −40−1.0% | Reduced |
| Paragon Capital Management LLC | 3,931 | $243.4K | 0.14% | +3,931 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $245.0K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,977 | $246.2K | 0.09% | +3,977 | New |
| Principle Wealth Partners LLC | 3,980 | $246.4K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 3,987 | $246.8K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,885 | $247.6K | 0.01% | +3,885 | New |
| Krane Funds Advisors LLC | 4,000 | $247.6K | 0.01% | −4,912−55.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $247.6K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 4,001 | $247.7K | 0.01% | +4,001 | New |
| Triumph Capital Management | 4,019 | $248.8K | 0.11% | −195−4.6% | Reduced |
| USAdvisors Wealth Management, LLC | 4,023 | $249.0K | 0.10% | +20+0.5% | Added |
| Financial Engines Advisors L.L.C. | 4,009 | $250.3K | 0.00% | +4,009 | New |
| Alerus Financial NA | 4,047 | $250.6K | 0.02% | −41,551−91.1% | Reduced |
| Johnson Investment Counsel Inc | 4,066 | $251.7K | 0.00% | +4,066 | New |
| Samalin Investment Counsel, LLC | 4,077 | $252.4K | 0.13% | −683−14.3% | Reduced |
| Graypoint LLC | 4,106 | $254.2K | 0.02% | +375+10.1% | Added |
| Kozak & Associates, Inc. | 4,194 | $255.4K | 0.08% | −1,886−31.0% | Reduced |
| Ballast Advisors LLC | 4,130 | $255.7K | 0.10% | −1,729−29.5% | Reduced |
| Belpointe Asset Management LLC | 4,155 | $257.2K | 0.02% | +4,155 | New |
| Fortis Capital Advisors, LLC | 4,155 | $257.2K | 0.14% | +4,155 | New |
| Fortis Group Advisors, LLC | 3,823 | $257.8K | 0.06% | 00.0% | Unchanged |
| Boston Partners | 4,195 | $259.7K | 0.00% | +27+0.6% | Added |
| David Loasby | 4,085 | $260.3K | 0.03% | +485+13.5% | Added |
| Cloverfields Capital Group, LP | 4,208 | $260.5K | 0.10% | +4,208 | New |
| TCI Wealth Advisors, Inc. | 4,233 | $262.1K | 0.03% | +62+1.5% | Added |
| FDx Advisors, Inc. | 4,251 | $263.0K | 0.02% | −815−16.1% | Reduced |
| Seven Eight Capital, LP | 4,251 | $263.2K | 0.03% | −41,667−90.7% | Reduced |
| Meritage Group LP | 4,269 | $264.0K | 0.01% | −412−8.8% | Reduced |
| South State Corp. | 4,268 | $264.2K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,292 | $265.7K | 0.01% | −107−2.4% | Reduced |
| Altshuler Shaham Ltd | 4,296 | $266.0K | 0.01% | −1,075−20.0% | Reduced |
| Eastern Bank | 4,302 | $266.3K | 0.01% | −48−1.1% | Reduced |
| Wesbanco Bank Inc | 4,327 | $267.9K | 0.02% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 4,383 | $271.4K | 0.06% | −850−16.2% | Reduced |
| Welch Group, LLC | 4,400 | $272.4K | 0.01% | −250−5.4% | Reduced |
| Jones Financial Companies LLLP | 4,434 | $274.5K | 0.00% | +39+0.9% | Added |
| Kapitalo Investimentos Ltda | 4,454 | $275.7K | 0.06% | +4,454 | New |
| Gilman Hill Asset Management, LLC | 4,500 | $278.6K | 0.05% | 00.0% | Unchanged |
| Balentine LLC | 4,503 | $278.8K | 0.01% | +544+13.7% | Added |
| Intrua Financial, LLC | 4,505 | $278.9K | 0.04% | +974+27.6% | Added |
| Csenge Advisory Group | 4,523 | $280.0K | 0.02% | −1,509−25.0% | Reduced |
| Quantum Financial Advisors, LLC | 4,526 | $280.2K | 0.07% | +84+1.9% | Added |
| Warwick Investment Management, Inc. | 4,528 | $280.3K | 0.08% | +4,528 | New |
| LVW Advisors, LLC | 4,536 | $280.8K | 0.05% | +4,536 | New |
| Destination Wealth Management | 4,558 | $282.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,575 | $283.2K | 0.05% | −1,049−18.7% | Reduced |
| Wrapmanager Inc | 4,577 | $283.4K | 0.08% | +4,577 | New |
| Oak Thistle LLC | 4,616 | $285.8K | 0.08% | +4,616 | New |
| PrairieView Partners, LLC | 4,621 | $286.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,615 | $286.0K | 0.00% | +298+6.9% | Added |
| V-Square Quantitative Management LLC | 4,638 | $287.1K | 0.07% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,607 | $287.6K | 0.18% | +4,607 | New |
| Axxcess Wealth Management, LLC | 4,681 | $289.8K | 0.01% | −739−13.6% | Reduced |
| Capital Management Associates, Inc | 4,697 | $290.8K | 0.26% | +4,697 | New |
| Headinvest, LLC | 4,767 | $295.1K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,849 | $296.0K | 0.05% | +509+11.7% | Added |
| Sound View Wealth Advisors Group, LLC | 4,788 | $296.4K | 0.03% | +595+14.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,809 | $297.7K | 0.02% | −494−9.3% | Reduced |
| Proequities, Inc. | 4,775 | $298.1K | 0.02% | −159−3.2% | Reduced |
| Secured Retirement Advisors, LLC | 4,852 | $300.4K | 0.29% | +4,852 | New |
| Montag A & Associates Inc | 4,832 | $300.9K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,903 | $303.5K | 0.03% | +624+14.6% | Added |
| Williams Jones Wealth Management, LLC. | 4,910 | $304.0K | 0.00% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $304.0K | 0.04% | 00.0% | Unchanged |
| Glenview Trust Co | 4,935 | $305.5K | 0.01% | +932+23.3% | Added |
| Ashton Thomas Private Wealth, LLC | 4,937 | $305.6K | 0.02% | −1,248−20.2% | Reduced |
| Umb Bank N A | 4,964 | $307.3K | 0.00% | −57−1.1% | Reduced |
| Adviser Investments LLC | 4,974 | $308.0K | 0.00% | −43−0.9% | Reduced |
| UniSuper Management Pty Ltd | 4,990 | $308.9K | 0.00% | +1,090+27.9% | Added |
| RSM US Wealth Management LLC | 5,010 | $310.2K | 0.01% | +459+10.1% | Added |
| Trueblood Wealth Management, LLC | 5,017 | $310.6K | 0.19% | +5,017 | New |
| Summit Financial, LLC | 4,978 | $310.8K | 0.02% | −590−10.6% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $311.9K | 0.09% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 5,040 | $312.0K | 0.01% | −3,046−37.7% | Reduced |
| Moneta Group Investment Advisors LLC | 5,040 | $312.1K | 0.01% | +551+12.3% | Added |
| First Horizon Advisors, Inc. | 5,073 | $314.1K | 0.01% | +334+7.0% | Added |
| IFP Advisors, Inc | 5,103 | $315.9K | 0.01% | −21,005−80.5% | Reduced |
| Syon Capital LLC | 5,126 | $317.4K | 0.03% | +5,126 | New |
| DORVAL Corp | 5,132 | $317.7K | 0.15% | +5,132 | New |
| Concord Wealth Partners | 5,195 | $321.6K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,221 | $323.3K | 0.03% | +8+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 5,233 | $324.0K | 0.16% | −411−7.3% | Reduced |
| Heritage Trust Co | 5,247 | $324.8K | 0.05% | −576−9.9% | Reduced |
| Smith Anglin Financial, LLC | 5,282 | $327.0K | 0.04% | +680+14.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,262 | $327.3K | 0.01% | −219−4.0% | Reduced |
| Lincoln National Corp | 5,299 | $328.1K | 0.01% | +1,156+27.9% | Added |
| Summit Global Investments | 5,335 | $330.0K | 0.02% | −121,799−95.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,355 | $331.5K | 0.04% | +448+9.1% | Added |
| Centre Asset Management, LLC | 5,369 | $332.0K | 0.08% | −80−1.5% | Reduced |
| Gateway Wealth Partners, LLC | 5,371 | $332.5K | 0.13% | −2,412−31.0% | Reduced |
| Systematic Portfolios LLC | 5,372 | $332.6K | 1.01% | +5,372 | New |
| Wedmont Private Capital | 5,238 | $333.0K | 0.03% | +5,238 | New |
| RDA Financial Network | 5,397 | $334.1K | 0.13% | 00.0% | Unchanged |
| James Hambro & Partners | 5,400 | $334.3K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 5,431 | $336.2K | 0.02% | −821−13.1% | Reduced |
| Nicollet Investment Management, Inc. | 5,464 | $338.0K | 0.14% | −650−10.6% | Reduced |
| Venture Visionary Partners LLC | 5,460 | $338.0K | 0.02% | +210+4.0% | Added |
| Avestar Capital, LLC | 5,428 | $338.9K | 0.04% | +729+15.5% | Added |
| Grove Bank & Trust | 5,477 | $339.1K | 0.06% | +3,981+266.1% | Added |