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 |
|---|---|---|---|---|---|
| Luken Investment Analytics, LLC | 526 | $32.6K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 518 | $32.1K | 0.00% | +111+27.3% | Added |
| Thompson Siegel & Walmsley LLC | 502 | $31.0K | 0.00% | −25−4.7% | Reduced |
| Pinnacle Financial Partners Inc | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 494 | $30.6K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 494 | $30.6K | 0.01% | +494 | New |
| Westside Investment Management, Inc. | 492 | $30.5K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 486 | $30.1K | 0.02% | +26+5.7% | Added |
| Adirondack Trust Co | 562 | $29.6K | 0.01% | −30−5.1% | Reduced |
| Ulland Investment Advisors, LLC | 470 | $29.0K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 465 | $28.8K | 0.02% | +465 | New |
| McCarthy Grittinger Financial Group, LLC | 460 | $28.5K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $28.3K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 435 | $27.0K | 0.00% | +435 | New |
| Kepos Capital LP | 431 | $27.0K | 0.01% | +224+108.2% | Added |
| Capital Analysts, LLC | 433 | $26.0K | 0.00% | +323+293.6% | Added |
| Tanglewood Legacy Advisors, LLC | 410 | $25.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 407 | $25.2K | 0.01% | +407 | New |
| Turtle Creek Wealth Advisors, LLC | 405 | $25.1K | 0.01% | +405 | New |
| Strategic Investment Solutions, Inc. | 400 | $24.8K | 0.00% | −24,800−98.4% | Reduced |
| Heritage Wealth Advisors | 400 | $24.8K | 0.00% | +400 | New |
| Criterion Capital Advisors, LLC | 396 | $24.5K | 0.02% | +396 | New |
| Armstrong Advisory Group, Inc | 380 | $23.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 378 | $23.4K | 0.00% | +63+20.0% | Added |
| Pin Oak Investment Advisors Inc | 353 | $22.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 347 | $21.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 343 | $21.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $20.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 323 | $20.0K | 0.01% | −257−44.3% | Reduced |
| Covestor Ltd | 309 | $19.0K | 0.01% | −116−27.3% | Reduced |
| Valley National Advisers Inc | 320 | $19.0K | 0.00% | +65+25.5% | Added |
| DB Wealth Management Group, LLC | 304 | $18.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 300 | $18.6K | 0.01% | −275−47.8% | Reduced |
| Cambridge Trust Co | 300 | $18.6K | 0.00% | −13−4.2% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $18.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 287 | $18.0K | 0.01% | +287 | New |
| JFS Wealth Advisors, LLC | 282 | $17.5K | 0.00% | +96+51.6% | Added |
| Country Trust Bank | 276 | $17.1K | 0.00% | −259−48.4% | Reduced |
| NVWM, LLC | 268 | $16.7K | 0.01% | −787−74.6% | Reduced |
| Davis Capital Management | 267 | $16.5K | 0.02% | +267 | New |
| Private Wealth Management Group, LLC | 266 | $16.5K | 0.01% | +266 | New |
| Gables Capital Management Inc. | 264 | $16.3K | 0.01% | +264 | New |
| Annapolis Financial Services, LLC | 259 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $15.5K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 246 | $15.2K | 0.01% | +246 | New |
| DHJJ Financial Advisors, Ltd. | 235 | $14.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 235 | $14.5K | 0.00% | +2+0.9% | Added |
| Aspire Private Capital, LLC | 233 | $14.4K | 0.00% | +116+99.1% | Added |
| Laurel Wealth Advisors LLC | 230 | $14.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $14.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $14.1K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 214 | $13.2K | 0.01% | +103+92.8% | Added |
| GW&K Investment Management, LLC | 217 | $13.0K | 0.00% | +31+16.7% | Added |
| Stuart Chaussee & Associates, Inc. | 202 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 200 | $12.4K | 0.01% | +200 | New |
| Princeton Global Asset Management LLC | 197 | $12.2K | 0.00% | −53−21.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $11.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 190 | $11.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 205 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 170 | $10.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 157 | $9.72K | 0.00% | +5+3.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 133 | $8.25K | 0.01% | +1+0.8% | Added |
| Oakworth Capital, Inc. | 121 | $7.49K | 0.00% | +81+202.5% | Added |
| Atlas Capital Advisors LLC | 108 | $6.69K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $6.19K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $6.19K | 0.00% | +100 | New |
| EdgeRock Capital LLC | 101 | $6.04K | 0.00% | +101 | New |
| Eagle Bay Advisors LLC | 96 | $5.94K | 0.00% | −638−86.9% | Reduced |
| Red Tortoise LLC | 95 | $5.88K | 0.00% | −7−6.9% | Reduced |
| Aspect Partners, LLC | 91 | $5.63K | 0.00% | +91 | New |
| Sachetta, LLC | 90 | $5.59K | 0.00% | +90 | New |
| Carolinas Wealth Consulting LLC | 89 | $5.56K | 0.00% | −13−12.7% | Reduced |
| Abound Wealth Management | 89 | $5.51K | 0.00% | −5−5.3% | Reduced |
| Horizons Wealth Management | 89 | $5.51K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 80 | $4.95K | 0.00% | +80 | New |
| New Millennium Group LLC | 77 | $4.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 81 | $4.68K | 0.00% | +81 | New |
| WealthCollab, LLC | 73 | $4.52K | 0.00% | +73 | New |
| Pittenger & Anderson Inc | 72 | $4.46K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 65 | $4.03K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 58 | $3.62K | 0.00% | +58 | New |
| Raffa Wealth Management, LLC | 57 | $3.53K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 44 | $3.00K | 0.00% | −18−29.0% | Reduced |
| Avion Wealth | 51 | $3.00K | 0.00% | +16+45.7% | Added |
| DT Investment Partners, LLC | 45 | $2.69K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 42 | $2.60K | 0.00% | +31+281.8% | Added |
| MCF Advisors LLC | 39 | $2.42K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 39 | $2.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $2.35K | 0.00% | +8+26.7% | Added |
| Tennessee Valley Asset Management Partners | 37 | $2.31K | 0.00% | +37 | New |
| Dunhill Financial, LLC | 35 | $2.15K | 0.00% | +35 | New |
| Anchor Investment Management, LLC | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $1.86K | 0.00% | +30 | New |
| Beacon Capital Management, LLC | 32 | $1.83K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 29 | $1.79K | 0.00% | +29 | New |
| Trifecta Capital Advisors, LLC | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| American National Bank | 26 | $1.61K | 0.00% | +26 | New |