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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 8,509 | $526.8K | 0.01% | +2,309+37.2% | Added |
| Tyche Wealth Partners LLC | 8,529 | $528.0K | 0.13% | +8,529 | New |
| Park Avenue Securities LLC | 8,575 | $531.0K | 0.01% | +3,136+57.7% | Added |
| Carret Asset Management, LLC | 8,589 | $531.7K | 0.07% | −200−2.3% | Reduced |
| Stonebridge Capital Advisors LLC | 8,620 | $533.6K | 0.05% | +5+0.1% | Added |
| SC&H Financial Advisors, Inc. | 8,649 | $535.5K | 0.15% | −572−6.2% | Reduced |
| Bank of Hawaii | 8,734 | $540.7K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 9,080 | $562.1K | 0.45% | +9,080 | New |
| Intrust Bank NA | 9,081 | $562.2K | 0.07% | +2,064+29.4% | Added |
| Gradient Investments LLC | 9,119 | $564.6K | 0.01% | −517−5.4% | Reduced |
| FineMark National Bank & Trust | 9,144 | $566.1K | 0.02% | +30.0% | Added |
| STF Management LP | 9,352 | $579.0K | 0.27% | +347+3.9% | Added |
| Lido Advisors, LLC | 9,279 | $579.2K | 0.01% | −626−6.3% | Reduced |
| Qtron Investments LLC | 9,412 | $582.7K | 0.10% | 00.0% | Unchanged |
| Old Port Advisors | 9,432 | $583.9K | 0.19% | −721−7.1% | Reduced |
| Wetherby Asset Management Inc | 9,443 | $584.6K | 0.03% | −623−6.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,527 | $589.8K | 0.01% | +9,527 | New |
| Veriti Management LLC | 9,581 | $593.2K | 0.05% | +3,312+52.8% | Added |
| International Assets Investment Management, LLC | 9,710 | $601.1K | 0.08% | −19,805−67.1% | Reduced |
| Advisory Services Network, LLC | 9,735 | $602.7K | 0.01% | +545+5.9% | Added |
| Everence Capital Management Inc | 9,744 | $603.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,751 | $603.7K | 0.00% | +736+8.2% | Added |
| American State Bank (Iowa) | 9,754 | $603.9K | 0.38% | −100−1.0% | Reduced |
| Horizon Investments, LLC | 9,791 | $606.2K | 0.02% | +2,425+32.9% | Added |
| Coastal Bridge Advisors, LLC | 9,861 | $610.5K | 0.16% | −5,800−37.0% | Reduced |
| First Hawaiian Bank | 9,909 | $613.5K | 0.02% | +16+0.2% | Added |
| Versor Investments LP | 9,956 | $616.4K | 0.13% | +1,067+12.0% | Added |
| Farmers & Merchants Investments Inc | 9,975 | $617.6K | 0.02% | −112−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 10,005 | $619.4K | 0.02% | −452−4.3% | Reduced |
| ICA Group Wealth Management, LLC | 10,029 | $620.9K | 0.14% | +1,416+16.4% | Added |
| First National Bank & Trust Co of Newtown | 10,042 | $621.6K | 0.13% | −50−0.5% | Reduced |
| Qsemble Capital Management, LP | 10,085 | $624.4K | 0.16% | +10,085 | New |
| Argent Trust Co | 10,161 | $629.1K | 0.03% | +1,329+15.0% | Added |
| Verdence Capital Advisors LLC | 10,182 | $630.4K | 0.06% | +10,182 | New |
| Dearborn Partners LLC | 10,278 | $636.3K | 0.02% | −1,051−9.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,373 | $642.0K | 0.01% | −12,406−54.5% | Reduced |
| Kestra Private Wealth Services, LLC | 10,443 | $646.5K | 0.02% | +2,850+37.5% | Added |
| Mosaic Family Wealth Partners, LLC | 10,504 | $650.3K | 0.11% | +25+0.2% | Added |
| SageView Advisory Group, LLC | 10,958 | $654.9K | 0.03% | +10,958 | New |
| Sheets Smith Wealth Management | 10,599 | $656.2K | 0.09% | −830−7.3% | Reduced |
| National Asset Management, Inc. | 10,711 | $668.7K | 0.02% | +802+8.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,858 | $672.2K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 10,899 | $674.8K | 0.11% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,955 | $678.2K | 0.02% | +4,243+63.2% | Added |
| Cetera Advisors LLC | 10,999 | $681.0K | 0.01% | +714+6.9% | Added |
| Bard Financial Services, Inc. | 11,000 | $681.0K | 0.08% | −375−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 11,020 | $682.3K | 0.02% | −2,441−18.1% | Reduced |
| Foundations Investment Advisors, LLC | 11,202 | $684.9K | 0.02% | +912+8.9% | Added |
| Nomura Holdings Inc | 11,118 | $688.3K | 0.01% | +11,118 | New |
| Coastline Trust Co | 11,145 | $690.0K | 0.09% | −220−1.9% | Reduced |
| Sherbrooke Park Advisers LLC | 11,207 | $693.8K | 0.33% | +7,475+200.3% | Added |
| Tokio Marine Asset Management Co Ltd | 11,236 | $695.6K | 0.04% | +794+7.6% | Added |
| EP Wealth Advisors, LLC | 11,253 | $696.7K | 0.01% | +4,208+59.7% | Added |
| Everpar Advisors LLC | 11,276 | $698.1K | 0.32% | +11,276 | New |
| Cahill Financial Advisors Inc | 11,324 | $701.0K | 0.10% | −505−4.3% | Reduced |
| Emerald Advisors, LLC | 11,366 | $703.7K | 0.13% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 11,491 | $711.4K | 0.45% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 11,528 | $713.7K | 0.27% | −2,781−19.4% | Reduced |
| Amarillo National Bank | 11,565 | $716.0K | 0.14% | −595−4.9% | Reduced |
| Savant Capital, LLC | 11,630 | $720.0K | 0.01% | +2,061+21.5% | Added |
| Fox Run Management, L.L.C. | 11,633 | $720.2K | 0.18% | +11,633 | New |
| Marks Group Wealth Management, Inc | 11,674 | $722.7K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,901 | $736.8K | 0.03% | +5,395+82.9% | Added |
| Telemus Capital, LLC | 11,954 | $740.1K | 0.06% | −3,916−24.7% | Reduced |
| ISAM Funds (UK) Ltd | 11,976 | $741.4K | 0.53% | +4,733+65.3% | Added |
| Bailard, Inc. | 12,005 | $743.2K | 0.02% | +1,495+14.2% | Added |
| Kingswood Wealth Advisors, LLC | 12,052 | $746.1K | 0.08% | +842+7.5% | Added |
| Sequoia Financial Advisors, LLC | 12,073 | $747.5K | 0.01% | +5,936+96.7% | Added |
| Carlson Capital Management | 12,085 | $748.2K | 0.04% | +224+1.9% | Added |
| Advisors Management Group Inc | 12,141 | $752.0K | 0.20% | +531+4.6% | Added |
| Pallas Capital Advisors LLC | 12,197 | $755.1K | 0.04% | +59+0.5% | Added |
| Gotham Asset Management, LLC | 12,424 | $769.2K | 0.01% | +6,791+120.6% | Added |
| Simplex Trading, LLC | 12,560 | $777.0K | 0.02% | −1,284−9.3% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $789.4K | 0.59% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 12,787 | $791.6K | 0.07% | +12,787 | New |
| KLCM Advisors, Inc. | 12,839 | $794.9K | 0.12% | −663−4.9% | Reduced |
| Sigma Planning Corp | 12,874 | $797.1K | 0.06% | −4,230−24.7% | Reduced |
| IHT Wealth Management, LLC | 13,064 | $808.8K | 0.04% | +522+4.2% | Added |
| Bell Bank | 13,077 | $809.6K | 0.08% | −1,187−8.3% | Reduced |
| Two Sigma Investments, LP | 13,300 | $823.4K | 0.00% | −809,073−98.4% | Reduced |
| Wealth Alliance | 13,305 | $823.7K | 0.12% | +6,262+88.9% | Added |
| Advocate Group LLC | 13,320 | $824.6K | 0.18% | −133−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 13,604 | $842.2K | 0.01% | +1,263+10.2% | Added |
| Tiaa Trust, National Association | 13,716 | $849.2K | 0.00% | −720−5.0% | Reduced |
| SRS Capital Advisors, Inc. | 14,009 | $867.3K | 0.10% | −231−1.6% | Reduced |
| Scissortail Wealth Management, LLC | 14,807 | $883.4K | 0.28% | +10,958+284.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,377 | $890.1K | 0.03% | −566−3.8% | Reduced |
| FourThought Financial Partners, LLC | 14,412 | $892.2K | 0.11% | −2,615−15.4% | Reduced |
| Principal Securities, Inc. | 14,465 | $895.5K | 0.03% | +14,465 | New |
| Signaturefd, LLC | 14,615 | $904.8K | 0.02% | +3,457+31.0% | Added |
| Quantitative Investment Management, LLC | 14,897 | $922.0K | 0.05% | +14,897 | New |
| Degroof Petercam Asset Management | 15,000 | $928.6K | 0.01% | +15,000 | New |
| HighPoint Advisor Group LLC | 17,819 | $935.0K | 0.07% | +17,819 | New |
| Coldstream Capital Management Inc | 15,182 | $939.9K | 0.03% | +690+4.8% | Added |
| Quadrature Capital Ltd | 15,223 | $942.5K | 0.02% | −119,734−88.7% | Reduced |
| Capstone Investment Advisors, LLC | 15,273 | $945.6K | 0.02% | −1,232−7.5% | Reduced |
| Raleigh Capital Management Inc. | 15,460 | $957.1K | 0.44% | +11,264+268.4% | Added |
| HB Wealth Management, LLC | 15,465 | $957.4K | 0.01% | +3,280+26.9% | Added |
| Assenagon Asset Management S.A. | 15,480 | $958.4K | 0.00% | −128,847−89.3% | Reduced |
| Wolverine Trading, LLC | 15,554 | $962.9K | 0.01% | +15,554 | New |