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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 15,842 | $980.8K | 0.01% | +2,751+21.0% | Added |
| Dorsey & Whitney Trust CO LLC | 15,867 | $982.3K | 0.08% | +3,111+24.4% | Added |
| Sawtooth Solutions, LLC | 16,040 | $993.1K | 0.03% | +9,222+135.3% | Added |
| Bleakley Financial Group, LLC | 16,040 | $993.1K | 0.03% | +9,222+135.3% | Added |
| DeDora Capital, Inc. | 16,170 | $1.00M | 0.35% | +675+4.4% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.01M | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,243 | $1.01M | 0.02% | +3,280+25.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,318 | $1.01M | 0.02% | +4,789+41.5% | Added |
| WealthTrust Axiom LLC | 16,350 | $1.01M | 0.34% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 16,356 | $1.01M | 0.03% | −976−5.6% | Reduced |
| Dechtman Wealth Management, LLC | 16,488 | $1.02M | 0.27% | +82+0.5% | Added |
| Royal London Asset Management Ltd | 16,598 | $1.03M | 0.00% | +16,127+3,424.0% | Added |
| Bond & Devick Financial Network, Inc. | 16,717 | $1.03M | 0.59% | −13−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,847 | $1.04M | 0.01% | +450+2.7% | Added |
| Fiduciary Trust Co | 16,931 | $1.05M | 0.02% | +6,414+61.0% | Added |
| Cubist Systematic Strategies, LLC | 17,024 | $1.05M | 0.01% | −69,065−80.2% | Reduced |
| Prospera Financial Services Inc | 17,311 | $1.07M | 0.04% | +7,525+76.9% | Added |
| Great Valley Advisor Group, Inc. | 17,377 | $1.08M | 0.04% | +5,209+42.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,467 | $1.08M | 0.03% | +59+0.3% | Added |
| United Services Automobile Association | 17,571 | $1.09M | 0.02% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 17,621 | $1.09M | 0.62% | −175−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 17,630 | $1.09M | 0.17% | +72+0.4% | Added |
| TownSquare Capital, LLC | 17,807 | $1.10M | 0.02% | −5,732−24.4% | Reduced |
| Bessemer Group Inc | 18,006 | $1.12M | 0.00% | −102−0.6% | Reduced |
| Cypress Capital Group | 18,321 | $1.13M | 0.15% | −190−1.0% | Reduced |
| Los Angeles Capital Management LLC | 18,394 | $1.14M | 0.00% | −2,609−12.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 18,410 | $1.14M | 0.01% | +3,485+23.4% | Added |
| Empowered Funds, LLC | 18,417 | $1.14M | 0.03% | −4,383−19.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,499 | $1.15M | 0.10% | +58+0.3% | Added |
| Harbour Investments, Inc. | 18,515 | $1.15M | 0.05% | +1,075+6.2% | Added |
| First Western Trust Bank | 18,690 | $1.16M | 0.06% | +774+4.3% | Added |
| Greenleaf Trust | 18,738 | $1.16M | 0.01% | +5,036+36.8% | Added |
| Fox Hill Wealth Management | 18,861 | $1.17M | 0.90% | +18,861 | New |
| Empirical Finance, LLC | 18,910 | $1.17M | 0.08% | +153+0.8% | Added |
| South Dakota Investment Council | 19,164 | $1.19M | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 19,554 | $1.21M | 0.01% | −2,269−10.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,659 | $1.22M | 0.09% | +542+2.8% | Added |
| Dakota Wealth Management | 19,716 | $1.22M | 0.05% | −2,255−10.3% | Reduced |
| First Citizens Bank & Trust Co | 19,840 | $1.23M | 0.02% | −2,093−9.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 20,000 | $1.24M | 0.02% | −40,000−66.7% | Reduced |
| GYL Financial Synergies, LLC | 20,059 | $1.24M | 0.10% | +231+1.2% | Added |
| Apollon Wealth Management, LLC | 20,165 | $1.25M | 0.04% | −4,586−18.5% | Reduced |
| White Pine Capital LLC | 20,265 | $1.25M | 0.48% | −2,919−12.6% | Reduced |
| Geneos Wealth Management Inc. | 20,580 | $1.27M | 0.06% | +182+0.9% | Added |
| Cipher Capital LP | 20,852 | $1.29M | 0.42% | +20,852 | New |
| Bokf, NA | 20,872 | $1.29M | 0.03% | −3,427−14.1% | Reduced |
| Accredited Investors Inc. | 20,942 | $1.30M | 0.09% | −56−0.3% | Reduced |
| Western Wealth Management, LLC | 20,972 | $1.30M | 0.09% | +3,209+18.1% | Added |
| Asset Dedication, LLC | 21,198 | $1.31M | 0.11% | +42+0.2% | Added |
| Bremer Bank National Association | 21,293 | $1.32M | 0.25% | −1,689−7.3% | Reduced |
| First National Advisers, LLC | 21,690 | $1.34M | 0.39% | +4,006+22.7% | Added |
| Brinker Capital Investments, LLC | 21,295 | $1.35M | 0.02% | +1,883+9.7% | Added |
| Orion Portfolio Solutions, LLC | 21,295 | $1.35M | 0.02% | +1,883+9.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 21,986 | $1.36M | 0.51% | +11,558+110.8% | Added |
| Engineers Gate Manager LP | 22,015 | $1.36M | 0.04% | −12,462−36.1% | Reduced |
| Quotient Wealth Partners, LLC | 22,167 | $1.37M | 0.05% | +22,167 | New |
| OV Management LLC | 22,100 | $1.38M | 1.14% | +22,100 | New |
| Valtinson Bruner Financial Planning LLC | 22,422 | $1.39M | 0.71% | −404−1.8% | Reduced |
| Metropolitan Life Insurance Co | 22,461 | $1.39M | 0.07% | −358−1.6% | Reduced |
| Neuberger Berman Group LLC | 22,606 | $1.40M | 0.00% | +577+2.6% | Added |
| Ameritas Investment Partners, Inc. | 22,740 | $1.41M | 0.05% | +339+1.5% | Added |
| Investment Management Corp of Ontario | 22,844 | $1.41M | 0.03% | +12,894+129.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 23,138 | $1.43M | 0.35% | +23,138 | New |
| Norinchukin Bank, The | 23,285 | $1.44M | 0.03% | −1,866−7.4% | Reduced |
| Atom Investors LP | 23,610 | $1.46M | 0.26% | +23,610 | New |
| Keybank National Association | 23,796 | $1.47M | 0.01% | −1,070−4.3% | Reduced |
| Great Waters Wealth Management | 23,227 | $1.48M | 0.26% | −48−0.2% | Reduced |
| Group One Trading, L.P. | 23,880 | $1.48M | 0.05% | −8,051−25.2% | Reduced |
| United Capital Financial Advisers, LLC | 24,030 | $1.49M | 0.01% | +18,780+357.7% | Added |
| NorthRock Partners, LLC | 24,767 | $1.55M | 0.06% | +4,844+24.3% | Added |
| Ieq Capital, LLC | 25,119 | $1.56M | 0.03% | +7,263+40.7% | Added |
| Sciencast Management LP | 25,200 | $1.56M | 0.85% | +25,200 | New |
| Sourcerock Group LLC | 25,300 | $1.57M | 0.16% | +25,300 | New |
| AMG National Trust Bank | 25,885 | $1.60M | 0.05% | +25,885 | New |
| Berger Financial Group, Inc | 25,978 | $1.61M | 0.17% | +492+1.9% | Added |
| NEOS Investment Management LLC | 26,000 | $1.61M | 0.15% | +1,830+7.6% | Added |
| Premier Fund Managers Ltd | 26,000 | $1.61M | 0.07% | +6,000+30.0% | Added |
| Kesler, Norman & Wride, LLC | 26,007 | $1.61M | 0.37% | +169+0.7% | Added |
| Van Hulzen Asset Management, LLC | 26,200 | $1.62M | 0.11% | +5,000+23.6% | Added |
| Shell Asset Management Co | 26,386 | $1.63M | 0.08% | −5,457−17.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,788 | $1.66M | 0.00% | +1,477+5.8% | Added |
| Beacon Pointe Advisors, LLC | 26,952 | $1.67M | 0.02% | −1,553−5.4% | Reduced |
| Icon Advisers Inc | 27,400 | $1.70M | 0.39% | 00.0% | Unchanged |
| Toroso Investments, LLC | 27,439 | $1.70M | 0.04% | +3,305+13.7% | Added |
| Central Bank & Trust Co | 27,631 | $1.71M | 0.27% | +289+1.1% | Added |
| Glenmede Trust Co NA | 27,930 | $1.73M | 0.01% | +15,944+133.0% | Added |
| Boothbay Fund Management, LLC | 28,410 | $1.76M | 0.07% | +28,410 | New |
| Renaissance Technologies LLC | 28,500 | $1.76M | 0.00% | −495,400−94.6% | Reduced |
| New Mexico Educational Retirement Board | 28,678 | $1.77M | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 28,675 | $1.78M | 0.39% | +108+0.4% | Added |
| Epiq Partners, LLC | 28,870 | $1.79M | 1.28% | −2,299−7.4% | Reduced |
| Teza Capital Management LLC | 29,539 | $1.83M | 0.31% | +29,539 | New |
| D.A. Davidson & Co. | 29,873 | $1.85M | 0.02% | +88+0.3% | Added |
| CTC Alternative Strategies, Ltd. | 29,900 | $1.85M | 3.84% | +29,900 | New |
| Credit Agricole S A | 29,922 | $1.85M | 0.04% | +2,163+7.8% | Added |
| Walleye Trading LLC | 29,926 | $1.85M | 0.03% | +29,926 | New |
| QRG Capital Management, Inc. | 30,800 | $1.91M | 0.03% | +2,078+7.2% | Added |
| CWM, LLC | 31,025 | $1.92M | 0.01% | +6,167+24.8% | Added |
| Walleye Capital LLC | 31,657 | $1.96M | 0.03% | +16,184+104.6% | Added |
| Metis Global Partners, LLC | 32,143 | $1.99M | 0.08% | −701−2.1% | Reduced |