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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 82,085 | $5.08M | 1.42% | −57−0.1% | Reduced |
| Asset Planning Services Inc | 83,163 | $5.15M | 3.13% | −660−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 84,771 | $5.25M | 0.71% | +68,874+433.3% | Added |
| Eaton Financial Holdings Company, LLC | 84,845 | $5.25M | 1.27% | +84,845 | New |
| Tower Research Capital LLC (TRC) | 87,921 | $5.44M | 0.07% | +40,670+86.1% | Added |
| HGK Asset Management Inc | 87,969 | $5.45M | 1.26% | −2,266−2.5% | Reduced |
| Ausbil Investment Management Ltd | 89,244 | $5.53M | 2.99% | +4,254+5.0% | Added |
| Alaska Permanent Fund Corp | 89,278 | $5.53M | 0.09% | +634+0.7% | Added |
| Opus Investment Management Inc | 91,709 | $5.68M | 3.26% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 92,131 | $5.70M | 0.03% | +23,121+33.5% | Added |
| Schroder Investment Management Group | 93,748 | $5.80M | 0.01% | +12,489+15.4% | Added |
| Capitolis Liquid Global Markets LLC | 94,900 | $5.88M | 0.24% | +94,900 | New |
| Yousif Capital Management, LLC | 94,979 | $5.88M | 0.07% | −3,706−3.8% | Reduced |
| Utah Retirement Systems | 95,298 | $5.90M | 0.08% | +500+0.5% | Added |
| Ontario Teachers Pension Plan Board | 96,419 | $5.97M | 0.06% | +20,493+27.0% | Added |
| Czech National Bank | 96,647 | $5.98M | 0.09% | +241+0.2% | Added |
| Janney Montgomery Scott LLC | 97,733 | $6.05M | 0.02% | +10,546+12.1% | Added |
| Braun Stacey Associates Inc | 98,291 | $6.09M | 0.27% | +5,643+6.1% | Added |
| Forsta Ap-Fonden | 99,500 | $6.16M | 0.06% | +99,500 | New |
| Bogart Wealth, LLC | 101,589 | $6.29M | 0.35% | −1,322−1.3% | Reduced |
| Mariner, LLC | 102,786 | $6.36M | 0.02% | +23,759+30.1% | Added |
| Palisade Asset Management, LLC | 103,311 | $6.40M | 0.70% | −318−0.3% | Reduced |
| Old Mission Capital LLC | 103,620 | $6.42M | 0.18% | +103,620 | New |
| Assetmark, Inc | 104,200 | $6.45M | 0.02% | +16,049+18.2% | Added |
| Swiss Life Asset Management Ltd | 107,726 | $6.67M | 0.08% | +107,726 | New |
| Captrust Financial Advisors | 110,648 | $6.85M | 0.02% | +3,446+3.2% | Added |
| Natixis Advisors, L.P. | 111,048 | $6.87M | 0.02% | +13,261+13.6% | Added |
| HighTower Advisors, LLC | 112,893 | $6.99M | 0.01% | +6,448+6.1% | Added |
| M&T Bank Corp | 112,962 | $6.99M | 0.03% | −5,651−4.8% | Reduced |
| State of Alaska, Department of Revenue | 113,915 | $7.05M | 0.08% | −4,620−3.9% | Reduced |
| Texas Permanent School Fund | 113,933 | $7.05M | 0.06% | −270.0% | Reduced |
| Pacer Advisors, Inc. | 115,016 | $7.12M | 0.02% | +37,131+47.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 115,750 | $7.17M | 0.63% | +31,075+36.7% | Added |
| Hennessy Advisors Inc | 115,799 | $7.17M | 0.36% | −3,100−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 116,178 | $7.19M | 0.03% | +1,869+1.6% | Added |
| Bayesian Capital Management, LP | 116,846 | $7.23M | 0.77% | −4,519−3.7% | Reduced |
| Silvercrest Asset Management Group LLC | 117,074 | $7.25M | 0.05% | +92+0.1% | Added |
| HITE Hedge Asset Management LLC | 119,069 | $7.37M | 0.77% | −580,931−83.0% | Reduced |
| Mirabella Financial Services LLP | 120,690 | $7.47M | 1.07% | +85,730+245.2% | Added |
| Retirement Systems of Alabama | 121,614 | $7.53M | 0.03% | −3,092−2.5% | Reduced |
| Mattern Capital Management, LLC | 122,639 | $7.59M | 1.10% | +21,056+20.7% | Added |
| Holocene Advisors, LP | 125,251 | $7.75M | 0.03% | −45,938−26.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 125,942 | $7.80M | 0.01% | −5,560−4.2% | Reduced |
| First National Bank of Omaha | 128,643 | $7.96M | 0.50% | −12,086−8.6% | Reduced |
| Creative Planning | 128,811 | $7.98M | 0.01% | −38,650−23.1% | Reduced |
| Standard Life Aberdeen plc | 128,871 | $7.98M | 0.02% | −526−0.4% | Reduced |
| Van Eck Associates Corp | 132,728 | $8.22M | 0.01% | −6,907−4.9% | Reduced |
| DekaBank Deutsche Girozentrale | 131,952 | $8.23M | 0.02% | −10,008−7.0% | Reduced |
| Amalgamated Bank | 133,735 | $8.28M | 0.07% | −7,883−5.6% | Reduced |
| MetLife Investment Management | 133,938 | $8.29M | 0.06% | −2,467−1.8% | Reduced |
| Marex Group plc | 136,000 | $8.42M | 0.33% | +136,000 | New |
| Decade Renewable Partners LP | 139,291 | $8.62M | 4.96% | +139,291 | New |
| Citadel Advisors LLC | 139,825 | $8.66M | 0.01% | −465,655−76.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 142,310 | $8.81M | 0.02% | +64,635+83.2% | Added |
| Schonfeld Strategic Advisors LLC | 142,751 | $8.84M | 0.07% | +142,751 | New |
| Empower Advisory Group, LLC | 143,340 | $8.87M | 0.03% | +10,502+7.9% | Added |
| Truist Financial Corp | 144,788 | $8.96M | 0.01% | +66,524+85.0% | Added |
| Focus Financial Network Inc | 146,088 | $9.12M | 0.34% | +146,088 | New |
| Beck Bode, LLC | 148,453 | $9.19M | 2.06% | +148,453 | New |
| CIBC World Markets Corp | 150,210 | $9.30M | 0.05% | +56,321+60.0% | Added |
| State of Michigan Retirement System | 151,094 | $9.35M | 0.06% | −100−0.1% | Reduced |
| Arizona State Retirement System | 155,171 | $9.61M | 0.07% | −609−0.4% | Reduced |
| Verition Fund Management LLC | 156,299 | $9.68M | 0.10% | −1,214,385−88.6% | Reduced |
| Brown Brothers Harriman & Co | 159,116 | $9.85M | 0.08% | −80,909−33.7% | Reduced |
| Comerica Bank | 159,435 | $9.87M | 0.05% | +11,358+7.7% | Added |
| USS Investment Management Ltd | 159,458 | $9.87M | 0.09% | +900+0.6% | Added |
| Abn Amro Investment Solutions | 165,216 | $10.2M | 0.18% | −24,076−12.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,775 | $10.4M | 0.04% | −3,819−2.2% | Reduced |
| Calamos Advisors LLC | 171,598 | $10.6M | 0.05% | −2,239−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 177,743 | $11.0M | 0.02% | −55,213−23.7% | Reduced |
| Mackenzie Financial Corp | 179,348 | $11.1M | 0.02% | +17,003+10.5% | Added |
| Nomura Asset Management Co Ltd | 179,887 | $11.1M | 0.05% | +9,312+5.5% | Added |
| Commonwealth Equity Services, LLC | 180,668 | $11.2M | 0.02% | +8,026+4.6% | Added |
| Intech Investment Management LLC | 182,246 | $11.3M | 0.16% | −21,711−10.6% | Reduced |
| American International Group, Inc. | 183,040 | $11.3M | 0.05% | −472−0.3% | Reduced |
| Jefferies Financial Group Inc. | 183,572 | $11.4M | 0.18% | +183,572 | New |
| IFM Investors Pty Ltd | 186,563 | $11.6M | 0.14% | +510+0.3% | Added |
| LMR Partners LLP | 200,001 | $12.4M | 0.31% | −133,317−40.0% | Reduced |
| CIBC Asset Management Inc | 202,964 | $12.6M | 0.05% | +8,218+4.2% | Added |
| Guggenheim Capital LLC | 204,690 | $12.7M | 0.10% | +35,560+21.0% | Added |
| Point72 Asset Management, L.P. | 207,600 | $12.9M | 0.04% | −970,750−82.4% | Reduced |
| Voya Investment Management LLC | 211,974 | $13.1M | 0.01% | −291,295−57.9% | Reduced |
| TD Asset Management Inc | 214,790 | $13.3M | 0.01% | +11,348+5.6% | Added |
| State of Tennessee, Treasury Department | 216,501 | $13.4M | 0.05% | −16,356−7.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 220,819 | $13.7M | 0.02% | −2,421−1.1% | Reduced |
| Stifel Financial Corp | 226,411 | $14.0M | 0.02% | +91,346+67.6% | Added |
| Rafferty Asset Management, LLC | 237,256 | $14.7M | 0.06% | +35,618+17.7% | Added |
| Illinois Municipal Retirement Fund | 237,519 | $14.7M | 0.25% | +19,272+8.8% | Added |
| Fulton Breakefield Broenniman LLC | 237,627 | $14.7M | 1.18% | −581−0.2% | Reduced |
| Commerce Bank | 245,821 | $15.2M | 0.11% | −91,212−27.1% | Reduced |
| The PNC Financial Services Group, Inc. | 252,275 | $15.6M | 0.01% | −10,442−4.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 259,355 | $16.1M | 0.14% | −9,700−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 286,042 | $17.7M | 0.04% | −262,300−47.8% | Reduced |
| Teacher Retirement System of Texas | 291,321 | $18.0M | 0.12% | −31,909−9.9% | Reduced |
| Trexquant Investment LP | 292,232 | $18.1M | 0.41% | +277,796+1,924.3% | Added |
| Capital Fund Management S.A. | 294,185 | $18.2M | 0.23% | +294,185 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,600 | $18.2M | 0.02% | 00.0% | Unchanged |
| Associated Banc-Corp | 294,892 | $18.3M | 0.63% | +6,588+2.3% | Added |
| Bruce & Co., Inc. | 293,000 | $18.4M | 6.42% | −50,000−14.6% | Reduced |
| Asset Management One Co.,Ltd. | 298,074 | $18.4M | 0.07% | +7,679+2.6% | Added |