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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 407,141 | $25.2M | 0.28% | +351,888+636.9% | Added |
| US Bancorp | 404,678 | $25.1M | 0.04% | +5,068+1.3% | Added |
| ING Groep NV | 365,828 | $22.6M | 0.18% | +229,582+168.5% | Added |
| Tudor Investment Corp Et Al | 355,897 | $22.0M | 0.30% | −20,264−5.4% | Reduced |
| Mairs & Power Inc | 353,276 | $21.9M | 0.23% | +18,413+5.5% | Added |
| New York State Common Retirement Fund | 347,412 | $21.5M | 0.03% | −56,358−14.0% | Reduced |
| Sabal Trust CO | 340,273 | $21.1M | 1.30% | −4,248−1.2% | Reduced |
| State of Wisconsin Investment Board | 330,936 | $20.5M | 0.06% | −23,378−6.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 326,908 | $20.2M | 0.06% | +113,299+53.0% | Added |
| Kayne Anderson Capital Advisors LP | 325,159 | $20.1M | 0.63% | +11,709+3.7% | Added |
| Treasurer of the State of North Carolina | 321,432 | $19.9M | 0.10% | +2,744+0.9% | Added |
| Toronto Dominion Bank | 318,012 | $19.7M | 0.03% | +7,378+2.4% | Added |
| Panagora Asset Management Inc | 317,127 | $19.6M | 0.11% | +7,467+2.4% | Added |
| Stewart & Patten Co LLC | 309,923 | $19.2M | 3.00% | +937+0.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 309,149 | $19.1M | 0.07% | −1,770−0.6% | Reduced |
| Great West Life Assurance Co | 307,929 | $19.0M | 0.04% | −201−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 304,899 | $18.9M | 0.08% | +17,467+6.1% | Added |
| State of New Jersey Common Pension Fund D | 304,525 | $18.9M | 0.06% | 00.0% | Unchanged |
| Martingale Asset Management L P | 304,217 | $18.8M | 0.38% | −50,940−14.3% | Reduced |
| Asset Management One Co.,Ltd. | 298,074 | $18.4M | 0.07% | +7,679+2.6% | Added |
| Bruce & Co., Inc. | 293,000 | $18.4M | 6.42% | −50,000−14.6% | Reduced |
| Associated Banc-Corp | 294,892 | $18.3M | 0.63% | +6,588+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 294,600 | $18.2M | 0.02% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 294,185 | $18.2M | 0.23% | +294,185 | New |
| Trexquant Investment LP | 292,232 | $18.1M | 0.41% | +277,796+1,924.3% | Added |
| Teacher Retirement System of Texas | 291,321 | $18.0M | 0.12% | −31,909−9.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 286,042 | $17.7M | 0.04% | −262,300−47.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 259,355 | $16.1M | 0.14% | −9,700−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 252,275 | $15.6M | 0.01% | −10,442−4.0% | Reduced |
| Commerce Bank | 245,821 | $15.2M | 0.11% | −91,212−27.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 237,627 | $14.7M | 1.18% | −581−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 237,519 | $14.7M | 0.25% | +19,272+8.8% | Added |
| Rafferty Asset Management, LLC | 237,256 | $14.7M | 0.06% | +35,618+17.7% | Added |
| Stifel Financial Corp | 226,411 | $14.0M | 0.02% | +91,346+67.6% | Added |
| Allspring Global Investments Holdings, LLC | 220,819 | $13.7M | 0.02% | −2,421−1.1% | Reduced |
| State of Tennessee, Treasury Department | 216,501 | $13.4M | 0.05% | −16,356−7.0% | Reduced |
| TD Asset Management Inc | 214,790 | $13.3M | 0.01% | +11,348+5.6% | Added |
| Voya Investment Management LLC | 211,974 | $13.1M | 0.01% | −291,295−57.9% | Reduced |
| Point72 Asset Management, L.P. | 207,600 | $12.9M | 0.04% | −970,750−82.4% | Reduced |
| Guggenheim Capital LLC | 204,690 | $12.7M | 0.10% | +35,560+21.0% | Added |
| CIBC Asset Management Inc | 202,964 | $12.6M | 0.05% | +8,218+4.2% | Added |
| LMR Partners LLP | 200,001 | $12.4M | 0.31% | −133,317−40.0% | Reduced |
| IFM Investors Pty Ltd | 186,563 | $11.6M | 0.14% | +510+0.3% | Added |
| Jefferies Financial Group Inc. | 183,572 | $11.4M | 0.18% | +183,572 | New |
| American International Group, Inc. | 183,040 | $11.3M | 0.05% | −472−0.3% | Reduced |
| Intech Investment Management LLC | 182,246 | $11.3M | 0.16% | −21,711−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 180,668 | $11.2M | 0.02% | +8,026+4.6% | Added |
| Nomura Asset Management Co Ltd | 179,887 | $11.1M | 0.05% | +9,312+5.5% | Added |
| Mackenzie Financial Corp | 179,348 | $11.1M | 0.02% | +17,003+10.5% | Added |
| Advisor Group Holdings, Inc. | 177,743 | $11.0M | 0.02% | −55,213−23.7% | Reduced |
| Calamos Advisors LLC | 171,598 | $10.6M | 0.05% | −2,239−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 168,775 | $10.4M | 0.04% | −3,819−2.2% | Reduced |
| Abn Amro Investment Solutions | 165,216 | $10.2M | 0.18% | −24,076−12.7% | Reduced |
| USS Investment Management Ltd | 159,458 | $9.87M | 0.09% | +900+0.6% | Added |
| Comerica Bank | 159,435 | $9.87M | 0.05% | +11,358+7.7% | Added |
| Brown Brothers Harriman & Co | 159,116 | $9.85M | 0.08% | −80,909−33.7% | Reduced |
| Verition Fund Management LLC | 156,299 | $9.68M | 0.10% | −1,214,385−88.6% | Reduced |
| Arizona State Retirement System | 155,171 | $9.61M | 0.07% | −609−0.4% | Reduced |
| State of Michigan Retirement System | 151,094 | $9.35M | 0.06% | −100−0.1% | Reduced |
| CIBC World Markets Corp | 150,210 | $9.30M | 0.05% | +56,321+60.0% | Added |
| Beck Bode, LLC | 148,453 | $9.19M | 2.06% | +148,453 | New |
| Focus Financial Network Inc | 146,088 | $9.12M | 0.34% | +146,088 | New |
| Truist Financial Corp | 144,788 | $8.96M | 0.01% | +66,524+85.0% | Added |
| Empower Advisory Group, LLC | 143,340 | $8.87M | 0.03% | +10,502+7.9% | Added |
| Schonfeld Strategic Advisors LLC | 142,751 | $8.84M | 0.07% | +142,751 | New |
| Caisse de Depot Et Placement du Quebec | 142,310 | $8.81M | 0.02% | +64,635+83.2% | Added |
| Citadel Advisors LLC | 139,825 | $8.66M | 0.01% | −465,655−76.9% | Reduced |
| Decade Renewable Partners LP | 139,291 | $8.62M | 4.96% | +139,291 | New |
| Marex Group plc | 136,000 | $8.42M | 0.33% | +136,000 | New |
| MetLife Investment Management | 133,938 | $8.29M | 0.06% | −2,467−1.8% | Reduced |
| Amalgamated Bank | 133,735 | $8.28M | 0.07% | −7,883−5.6% | Reduced |
| DekaBank Deutsche Girozentrale | 131,952 | $8.23M | 0.02% | −10,008−7.0% | Reduced |
| Van Eck Associates Corp | 132,728 | $8.22M | 0.01% | −6,907−4.9% | Reduced |
| Standard Life Aberdeen plc | 128,871 | $7.98M | 0.02% | −526−0.4% | Reduced |
| Creative Planning | 128,811 | $7.98M | 0.01% | −38,650−23.1% | Reduced |
| First National Bank of Omaha | 128,643 | $7.96M | 0.50% | −12,086−8.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 125,942 | $7.80M | 0.01% | −5,560−4.2% | Reduced |
| Holocene Advisors, LP | 125,251 | $7.75M | 0.03% | −45,938−26.8% | Reduced |
| Mattern Capital Management, LLC | 122,639 | $7.59M | 1.10% | +21,056+20.7% | Added |
| Retirement Systems of Alabama | 121,614 | $7.53M | 0.03% | −3,092−2.5% | Reduced |
| Mirabella Financial Services LLP | 120,690 | $7.47M | 1.07% | +85,730+245.2% | Added |
| HITE Hedge Asset Management LLC | 119,069 | $7.37M | 0.77% | −580,931−83.0% | Reduced |
| Silvercrest Asset Management Group LLC | 117,074 | $7.25M | 0.05% | +92+0.1% | Added |
| Bayesian Capital Management, LP | 116,846 | $7.23M | 0.77% | −4,519−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 116,178 | $7.19M | 0.03% | +1,869+1.6% | Added |
| Hennessy Advisors Inc | 115,799 | $7.17M | 0.36% | −3,100−2.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 115,750 | $7.17M | 0.63% | +31,075+36.7% | Added |
| Pacer Advisors, Inc. | 115,016 | $7.12M | 0.02% | +37,131+47.7% | Added |
| Texas Permanent School Fund | 113,933 | $7.05M | 0.06% | −270.0% | Reduced |
| State of Alaska, Department of Revenue | 113,915 | $7.05M | 0.08% | −4,620−3.9% | Reduced |
| M&T Bank Corp | 112,962 | $6.99M | 0.03% | −5,651−4.8% | Reduced |
| HighTower Advisors, LLC | 112,893 | $6.99M | 0.01% | +6,448+6.1% | Added |
| Natixis Advisors, L.P. | 111,048 | $6.87M | 0.02% | +13,261+13.6% | Added |
| Captrust Financial Advisors | 110,648 | $6.85M | 0.02% | +3,446+3.2% | Added |
| Swiss Life Asset Management Ltd | 107,726 | $6.67M | 0.08% | +107,726 | New |
| Assetmark, Inc | 104,200 | $6.45M | 0.02% | +16,049+18.2% | Added |
| Old Mission Capital LLC | 103,620 | $6.42M | 0.18% | +103,620 | New |
| Palisade Asset Management, LLC | 103,311 | $6.40M | 0.70% | −318−0.3% | Reduced |
| Mariner, LLC | 102,786 | $6.36M | 0.02% | +23,759+30.1% | Added |
| Bogart Wealth, LLC | 101,589 | $6.29M | 0.35% | −1,322−1.3% | Reduced |