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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 32,424 | $2.01M | 0.07% | +19,593+152.7% | Added |
| Oppenheimer & Co Inc | 32,856 | $2.03M | 0.04% | −265−0.8% | Reduced |
| Cbre Clarion Securities LLC | 32,887 | $2.04M | 0.04% | −781,585−96.0% | Reduced |
| Westpac Banking Corp | 32,925 | $2.04M | 0.17% | −12,307−27.2% | Reduced |
| Baird Financial Group, Inc. | 33,026 | $2.04M | 0.00% | +1,932+6.2% | Added |
| Proquility Private Wealth Partners, LLC | 33,392 | $2.07M | 0.78% | +33,392 | New |
| Lockheed Martin Investment Management Co | 32,200 | $2.07M | 0.15% | −3,500−9.8% | Reduced |
| AXA S.A. | 33,933 | $2.10M | 0.01% | +8,516+33.5% | Added |
| Quantbot Technologies LP | 34,206 | $2.12M | 0.12% | +30,242+762.9% | Added |
| Steward Partners Investment Advisory, LLC | 34,236 | $2.12M | 0.03% | −1,514−4.2% | Reduced |
| Schmidt P J Investment Management Inc | 36,128 | $2.15M | 0.43% | −6,407−15.1% | Reduced |
| Securian Asset Management, Inc | 34,866 | $2.16M | 0.06% | −4,712−11.9% | Reduced |
| Cornerstone Advisors, LLC | 34,900 | $2.16M | 0.10% | −3,900−10.1% | Reduced |
| First Dallas Securities Inc. | 35,249 | $2.18M | 1.12% | +35,249 | New |
| Davenport & Co LLC | 35,373 | $2.19M | 0.02% | +18,085+104.6% | Added |
| Wedbush Securities Inc | 36,047 | $2.23M | 0.10% | −6,573−15.4% | Reduced |
| Siemens Fonds Invest GmbH | 36,681 | $2.27M | 0.19% | −6,455−15.0% | Reduced |
| ARS Investment Partners, LLC | 36,870 | $2.28M | 0.25% | −325−0.9% | Reduced |
| Cerity Partners LLC | 36,806 | $2.29M | 0.01% | +21,804+145.3% | Added |
| KBC Group NV | 37,094 | $2.30M | 0.01% | +2,916+8.5% | Added |
| Hartford Investment Management Co | 37,164 | $2.30M | 0.09% | −387−1.0% | Reduced |
| Tradition Wealth Management, LLC | 37,371 | $2.31M | 0.24% | +23,069+161.3% | Added |
| Thrivent Financial for Lutherans | 38,013 | $2.35M | 0.01% | −235−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 38,686 | $2.40M | 0.25% | −750−1.9% | Reduced |
| Mission Wealth Management, LP | 38,967 | $2.41M | 0.08% | +3,330+9.3% | Added |
| Avitas Wealth Management LLC | 39,244 | $2.43M | 0.41% | +1,150+3.0% | Added |
| Advisors Asset Management, Inc. | 39,518 | $2.45M | 0.05% | −4,215−9.6% | Reduced |
| Cresset Asset Management, LLC | 39,252 | $2.45M | 0.01% | +7,680+24.3% | Added |
| Cetera Investment Advisers | 40,504 | $2.51M | 0.02% | +10,319+34.2% | Added |
| Blair William & Co | 41,087 | $2.54M | 0.01% | +687+1.7% | Added |
| Maryland State Retirement & Pension System | 42,074 | $2.60M | 0.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 42,571 | $2.64M | 0.15% | −4,414−9.4% | Reduced |
| JustInvest LLC | 42,752 | $2.65M | 0.07% | +1,293+3.1% | Added |
| Oregon Public Employees Retirement Fund | 43,064 | $2.67M | 0.05% | +433+1.0% | Added |
| Crossmark Global Holdings, Inc. | 43,591 | $2.70M | 0.06% | +1,120+2.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,930 | $2.72M | 0.01% | +3,878+9.7% | Added |
| Kentucky Retirement Systems | 44,151 | $2.73M | 0.09% | +1,333+3.1% | Added |
| Balyasny Asset Management LLC | 45,094 | $2.79M | 0.01% | −1,545,436−97.2% | Reduced |
| Gulf International Bank (UK) Ltd | 45,165 | $2.80M | 0.08% | −5,464−10.8% | Reduced |
| Crestline Management, LP | 45,217 | $2.80M | 0.26% | +18,966+72.2% | Added |
| Twin Tree Management, LP | 45,770 | $2.83M | 0.05% | −21,751−32.2% | Reduced |
| Jarislowsky, Fraser Ltd | 45,950 | $2.84M | 0.02% | −150−0.3% | Reduced |
| Quantinno Capital Management LP | 46,973 | $2.91M | 0.10% | −385−0.8% | Reduced |
| Morton Community Bank | 47,136 | $2.92M | 0.95% | +47,136 | New |
| Teachers Retirement System of the State of Kentucky | 47,308 | $2.93M | 0.03% | −1,845−3.8% | Reduced |
| Edgestream Partners, L.P. | 48,163 | $2.98M | 0.21% | +48,163 | New |
| Robeco Institutional Asset Management B.V. | 49,003 | $3.03M | 0.01% | −13,197−21.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 49,996 | $3.10M | 0.01% | +17,808+55.3% | Added |
| Zimmer Partners, LP | 50,000 | $3.10M | 0.11% | +50,000 | New |
| Wealthfront Advisers LLC | 50,200 | $3.11M | 0.01% | +6,664+15.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 51,509 | $3.19M | 0.14% | +1,700+3.4% | Added |
| Stiles Financial Services Inc | 51,771 | $3.21M | 1.46% | +4,248+8.9% | Added |
| MML Investors Services, LLC | 52,451 | $3.25M | 0.01% | +28,669+120.5% | Added |
| FJ Investments, LLC | 52,491 | $3.25M | 0.15% | +52,491 | New |
| Bridge Creek Capital Management LLC | 52,497 | $3.25M | 1.13% | +1,465+2.9% | Added |
| Jump Financial, LLC | 54,772 | $3.39M | 0.11% | −43,593−44.3% | Reduced |
| Moloney Securities Asset Management, LLC | 55,122 | $3.41M | 0.55% | +2,020+3.8% | Added |
| Andra AP-fonden | 55,700 | $3.45M | 0.18% | −28,800−34.1% | Reduced |
| AdvisorNet Financial, Inc | 56,517 | $3.50M | 0.32% | −1,476−2.5% | Reduced |
| Benjamin Edwards Inc | 57,139 | $3.54M | 0.77% | −2,222−3.7% | Reduced |
| Atria Investments LLC | 58,022 | $3.59M | 0.06% | +16,952+41.3% | Added |
| Magnetar Financial LLC | 58,644 | $3.63M | 0.09% | +58,644 | New |
| Mercer Global Advisors Inc | 58,676 | $3.63M | 0.01% | +1,032+1.8% | Added |
| Dean Investment Associates, LLC | 58,772 | $3.64M | 0.52% | −20,751−26.1% | Reduced |
| Intact Investment Management Inc. | 58,900 | $3.65M | 0.15% | −11,500−16.3% | Reduced |
| Meyer Handelman Co | 59,345 | $3.67M | 0.14% | −5,335−8.2% | Reduced |
| Zions Bancorporation, N.A. | 59,730 | $3.70M | 0.25% | +42,489+246.4% | Added |
| Kempen Capital Management N.V. | 60,222 | $3.73M | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 60,565 | $3.75M | 0.03% | +2,298+3.9% | Added |
| Fifth Third Bancorp | 60,783 | $3.76M | 0.02% | +2,014+3.4% | Added |
| Nisa Investment Advisors, LLC | 62,590 | $3.87M | 0.03% | +2,740+4.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 62,860 | $3.89M | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 62,965 | $3.90M | 0.02% | +62,965 | New |
| British Columbia Investment Management Corp | 63,478 | $3.93M | 0.03% | +13,436+26.8% | Added |
| Squarepoint Ops LLC | 63,704 | $3.94M | 0.02% | −516,337−89.0% | Reduced |
| Public Sector Pension Investment Board | 64,791 | $4.01M | 0.03% | −63,565−49.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 64,816 | $4.01M | 0.05% | +7,428+12.9% | Added |
| Profund Advisors LLC | 65,016 | $4.03M | 0.17% | +7,246+12.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 68,652 | $4.25M | 0.06% | +579+0.9% | Added |
| Prudential PLC | 69,063 | $4.28M | 0.05% | +139+0.2% | Added |
| Cetera Advisor Networks LLC | 69,665 | $4.31M | 0.02% | −5,018−6.7% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $4.33M | 0.45% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 70,271 | $4.35M | 0.03% | +7,387+11.7% | Added |
| First Bank & Trust | 70,404 | $4.36M | 1.05% | +28,187+66.8% | Added |
| Xponance, Inc. | 70,411 | $4.36M | 0.05% | +198+0.3% | Added |
| iA Global Asset Management Inc. | 70,470 | $4.36M | 0.10% | +11,435+19.4% | Added |
| Shelton Capital Management | 70,579 | $4.37M | 0.14% | +5,566+8.6% | Added |
| Kestra Advisory Services, LLC | 72,204 | $4.47M | 0.04% | +1,003+1.4% | Added |
| Vestcor Inc | 72,640 | $4.50M | 0.15% | −45,791−38.7% | Reduced |
| Mutual of America Capital Management LLC | 73,823 | $4.57M | 0.05% | −3,338−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 74,519 | $4.61M | 0.02% | −20,960−22.0% | Reduced |
| Aquatic Capital Management LLC | 74,600 | $4.62M | 0.12% | +74,600 | New |
| Louisiana State Employees Retirement System | 77,200 | $4.78M | 0.10% | −600−0.8% | Reduced |
| Janus Henderson Group PLC | 78,002 | $4.83M | 0.00% | −1,131−1.4% | Reduced |
| AE Wealth Management LLC | 81,342 | $4.83M | 0.02% | +38,698+90.7% | Added |
| New York Life Investment Management LLC | 78,117 | $4.84M | 0.05% | −550−0.7% | Reduced |
| Agf Management Ltd | 79,695 | $4.93M | 0.03% | +45,323+131.9% | Added |
| Public Employees Retirement Association of Colorado | 79,760 | $4.94M | 0.02% | −581−0.7% | Reduced |
| GWM Advisors LLC | 80,991 | $4.99M | 0.05% | −710−0.9% | Reduced |
| Daiwa Securities Group Inc. | 80,901 | $5.01M | 0.03% | +7,652+10.4% | Added |