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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 5,494 | $340.1K | 0.02% | −571−9.4% | Reduced |
| RFG Advisory, LLC | 5,516 | $341.5K | 0.01% | −30−0.5% | Reduced |
| Capital Investment Advisors, LLC | 5,531 | $342.4K | 0.01% | −89−1.6% | Reduced |
| Clarius Group, LLC | 5,542 | $343.1K | 0.03% | +912+19.7% | Added |
| Rosenberg Matthew Hamilton | 5,560 | $344.2K | 0.11% | −1,094−16.4% | Reduced |
| Lake Street Advisors Group, LLC | 5,577 | $348.2K | 0.02% | +5,577 | New |
| Dynamic Technology Lab Private Ltd | 5,660 | $350.0K | 0.04% | +5,660 | New |
| Parallel Advisors, LLC | 5,669 | $350.9K | 0.01% | +524+10.2% | Added |
| First Commonwealth Financial Corp | 5,669 | $351.0K | 0.11% | −1,735−23.4% | Reduced |
| Corundum Group, Inc. | 5,680 | $351.6K | 0.18% | +316+5.9% | Added |
| Charter Trust Co | 5,689 | $352.2K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 5,707 | $353.3K | 0.02% | −158−2.7% | Reduced |
| Synovus Financial Corp | 5,724 | $354.4K | 0.01% | −2,976−34.2% | Reduced |
| Alley Investment Management Company, LLC | 5,756 | $356.4K | 0.05% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 6,141 | $357.5K | 0.04% | +6+0.1% | Added |
| Hills Bank & Trust Co | 5,796 | $358.8K | 0.04% | +600+11.5% | Added |
| Chicago Partners Investment Group LLC | 6,249 | $363.8K | 0.02% | +222+3.7% | Added |
| Axq Capital, LP | 5,900 | $365.3K | 0.10% | −600−9.2% | Reduced |
| Cigna Investments Inc | 5,942 | $368.0K | 0.08% | +65+1.1% | Added |
| Personal Cfo Solutions, LLC | 5,948 | $368.3K | 0.06% | −224−3.6% | Reduced |
| Integris Wealth Management, LLC | 6,000 | $371.5K | 0.11% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,006 | $371.8K | 0.11% | +67+1.1% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $374.6K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,056 | $374.8K | 0.10% | +6,056 | New |
| Spire Wealth Management | 6,332 | $376.6K | 0.01% | −610−8.8% | Reduced |
| Old National Bancorp | 6,095 | $377.3K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 6,122 | $379.1K | 0.04% | −345−5.3% | Reduced |
| Wambolt & Associates, LLC | 6,135 | $379.8K | 0.12% | −2,897−32.1% | Reduced |
| Brookstone Capital Management | 6,143 | $380.3K | 0.01% | +676+12.4% | Added |
| Stock Yards Bank & Trust Co | 6,170 | $382.0K | 0.01% | −2,098−25.4% | Reduced |
| Independent Advisor Alliance | 6,207 | $384.3K | 0.01% | +30.0% | Added |
| PFG Investments, LLC | 6,207 | $384.3K | 0.07% | −1,999−24.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,235 | $386.0K | 0.04% | +5,602+885.0% | Added |
| Kure Advisory, LLC | 6,292 | $389.5K | 0.20% | +478+8.2% | Added |
| Northeast Financial Group, Inc. | 6,324 | $391.5K | 0.19% | +6,324 | New |
| Longfellow Investment Management Co LLC | 6,399 | $396.2K | 0.10% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,414 | $397.1K | 0.03% | +642+11.1% | Added |
| KCM Investment Advisors LLC | 6,415 | $397.2K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,462 | $400.1K | 0.03% | +63+1.0% | Added |
| Ingalls & Snyder LLC | 6,548 | $405.0K | 0.02% | −950−12.7% | Reduced |
| Truepoint, Inc. | 6,618 | $409.7K | 0.01% | +551+9.1% | Added |
| Snowden Capital Advisors LLC | 6,652 | $411.8K | 0.02% | +2,296+52.7% | Added |
| Evergreen Capital Management LLC | 6,625 | $413.6K | 0.02% | +2,312+53.6% | Added |
| Morningstar Investment Services LLC | 6,685 | $414.0K | 0.00% | +6,685 | New |
| Old Second National Bank of Aurora | 6,698 | $414.7K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,700 | $414.8K | 0.09% | 00.0% | Unchanged |
| Affiance Financial, LLC | 6,752 | $418.0K | 0.12% | −389−5.4% | Reduced |
| Valeo Financial Advisors, LLC | 6,756 | $418.3K | 0.02% | +6,756 | New |
| Modern Wealth Management, LLC | 6,763 | $418.7K | 0.05% | +6,763 | New |
| Meeder Advisory Services, Inc. | 6,838 | $423.3K | 0.05% | +492+7.8% | Added |
| Access Financial Services, Inc. | 6,854 | $424.3K | 0.22% | +5+0.1% | Added |
| Stratos Wealth Partners, LTD. | 6,867 | $425.2K | 0.01% | +375+5.8% | Added |
| O'Brien Greene & Co. Inc | 6,878 | $425.8K | 0.15% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 6,822 | $425.9K | 0.05% | −296−4.2% | Reduced |
| Angeles Investment Advisors, LLC | 6,829 | $426.3K | 0.03% | +49+0.7% | Added |
| Insigneo Advisory Services, LLC | 6,844 | $427.3K | 0.06% | +6,844 | New |
| Checchi Capital Advisers, LLC | 6,907 | $427.6K | 0.03% | −701−9.2% | Reduced |
| HighMark Wealth Management LLC | 6,911 | $427.9K | 0.32% | +38+0.6% | Added |
| Park Place Capital Corp | 6,926 | $428.8K | 0.17% | +4,185+152.7% | Added |
| NBC Securities, Inc. | 7,231 | $447.0K | 0.05% | +370+5.4% | Added |
| Advanced Portfolio Management, LLC | 7,239 | $448.2K | 0.47% | +7,239 | New |
| La Banque Postale Asset Management SA | 7,245 | $448.5K | 0.01% | −51,014−87.6% | Reduced |
| Romano Brothers and Company | 7,262 | $449.6K | 0.07% | −51−0.7% | Reduced |
| Stephens Inc | 7,304 | $452.2K | 0.01% | +2,775+61.3% | Added |
| Aspen Wealth Strategies, LLC | 7,305 | $452.3K | 0.33% | 00.0% | Unchanged |
| Alpha Family Trust | 7,390 | $457.5K | 0.31% | +7,390 | New |
| Prime Capital Investment Advisors, LLC | 7,413 | $459.0K | 0.01% | +3,116+72.5% | Added |
| GAMMA Investing LLC | 7,674 | $459.4K | 0.12% | +7,674 | New |
| Trust Point Inc. | 7,455 | $461.5K | 0.04% | +7,455 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,765 | $464.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,527 | $466.2K | 0.04% | +2,042+37.2% | Added |
| Allworth Financial LP | 7,538 | $466.7K | 0.00% | −135−1.8% | Reduced |
| Ramirez Asset Management, Inc. | 7,550 | $467.4K | 0.09% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 7,576 | $469.0K | 0.32% | +7,576 | New |
| CAPROCK Group, Inc. | 7,516 | $469.3K | 0.03% | +2,254+42.8% | Added |
| Aveo Capital Partners, LLC | 7,599 | $470.5K | 0.06% | +33+0.4% | Added |
| SFMG, LLC | 7,675 | $475.2K | 0.04% | −4−0.1% | Reduced |
| Alberta Investment Management Corp | 7,700 | $476.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,711 | $477.4K | 0.01% | −41−0.5% | Reduced |
| First Foundation Advisors | 7,735 | $478.9K | 0.02% | −9,989−56.4% | Reduced |
| Laraway Financial Inc | 7,786 | $482.0K | 0.46% | +10+0.1% | Added |
| Bigelow Investment Advisors, LLC | 7,801 | $483.0K | 0.26% | −734−8.6% | Reduced |
| Clearbridge Investments, LLC | 7,801 | $483.0K | 0.00% | +7,801 | New |
| Bradley Foster & Sargent Inc | 7,817 | $483.9K | 0.01% | +29+0.4% | Added |
| GTS Securities LLC | 7,903 | $489.3K | 0.01% | +1,057+15.4% | Added |
| Vident Advisory, LLC | 7,953 | $492.4K | 0.01% | −305−3.7% | Reduced |
| RIA Advisory Group LLC | 4,864 | $493.8K | 0.24% | +4,864 | New |
| Financial Advocates Investment Management | 7,988 | $494.6K | 0.03% | +7,988 | New |
| Boston Private Wealth LLC | 7,994 | $494.9K | 0.01% | +2,761+52.8% | Added |
| Cohen Klingenstein LLC | 8,100 | $501.5K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,212 | $508.6K | 0.04% | −200−2.4% | Reduced |
| Atria Wealth Solutions, Inc. | 8,222 | $509.0K | 0.01% | −1,613−16.4% | Reduced |
| Oarsman Capital, Inc. | 8,272 | $512.1K | 0.14% | −400−4.6% | Reduced |
| Fiduciary Alliance LLC | 8,307 | $514.3K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,339 | $516.3K | 0.03% | −846−9.2% | Reduced |
| Aviva PLC | 8,354 | $517.2K | 0.00% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 8,378 | $518.7K | 0.61% | +8,378 | New |
| Concurrent Investment Advisors, LLC | 8,420 | $521.3K | 0.02% | +8,420 | New |
| Central Trust Co | 8,430 | $521.9K | 0.01% | −61−0.7% | Reduced |
| Midwest Professional Planners, LTD. | 8,465 | $524.0K | 0.21% | +482+6.0% | Added |