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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 99,500 | $6.16M | 0.06% | +99,500 | New |
| Braun Stacey Associates Inc | 98,291 | $6.09M | 0.27% | +5,643+6.1% | Added |
| Janney Montgomery Scott LLC | 97,733 | $6.05M | 0.02% | +10,546+12.1% | Added |
| Czech National Bank | 96,647 | $5.98M | 0.09% | +241+0.2% | Added |
| Ontario Teachers Pension Plan Board | 96,419 | $5.97M | 0.06% | +20,493+27.0% | Added |
| Utah Retirement Systems | 95,298 | $5.90M | 0.08% | +500+0.5% | Added |
| Yousif Capital Management, LLC | 94,979 | $5.88M | 0.07% | −3,706−3.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 94,900 | $5.88M | 0.24% | +94,900 | New |
| Schroder Investment Management Group | 93,748 | $5.80M | 0.01% | +12,489+15.4% | Added |
| Brookfield Asset Management Inc. | 92,131 | $5.70M | 0.03% | +23,121+33.5% | Added |
| Opus Investment Management Inc | 91,709 | $5.68M | 3.26% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 89,278 | $5.53M | 0.09% | +634+0.7% | Added |
| Ausbil Investment Management Ltd | 89,244 | $5.53M | 2.99% | +4,254+5.0% | Added |
| HGK Asset Management Inc | 87,969 | $5.45M | 1.26% | −2,266−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 87,921 | $5.44M | 0.07% | +40,670+86.1% | Added |
| Eaton Financial Holdings Company, LLC | 84,845 | $5.25M | 1.27% | +84,845 | New |
| Occudo Quantitative Strategies LP | 84,771 | $5.25M | 0.71% | +68,874+433.3% | Added |
| Asset Planning Services Inc | 83,163 | $5.15M | 3.13% | −660−0.8% | Reduced |
| First PREMIER Bank | 82,085 | $5.08M | 1.42% | −57−0.1% | Reduced |
| Daiwa Securities Group Inc. | 80,901 | $5.01M | 0.03% | +7,652+10.4% | Added |
| GWM Advisors LLC | 80,991 | $4.99M | 0.05% | −710−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 79,760 | $4.94M | 0.02% | −581−0.7% | Reduced |
| Agf Management Ltd | 79,695 | $4.93M | 0.03% | +45,323+131.9% | Added |
| New York Life Investment Management LLC | 78,117 | $4.84M | 0.05% | −550−0.7% | Reduced |
| AE Wealth Management LLC | 81,342 | $4.83M | 0.02% | +38,698+90.7% | Added |
| Janus Henderson Group PLC | 78,002 | $4.83M | 0.00% | −1,131−1.4% | Reduced |
| Louisiana State Employees Retirement System | 77,200 | $4.78M | 0.10% | −600−0.8% | Reduced |
| Aquatic Capital Management LLC | 74,600 | $4.62M | 0.12% | +74,600 | New |
| Rockefeller Capital Management L.P. | 74,519 | $4.61M | 0.02% | −20,960−22.0% | Reduced |
| Mutual of America Capital Management LLC | 73,823 | $4.57M | 0.05% | −3,338−4.3% | Reduced |
| Vestcor Inc | 72,640 | $4.50M | 0.15% | −45,791−38.7% | Reduced |
| Kestra Advisory Services, LLC | 72,204 | $4.47M | 0.04% | +1,003+1.4% | Added |
| Shelton Capital Management | 70,579 | $4.37M | 0.14% | +5,566+8.6% | Added |
| iA Global Asset Management Inc. | 70,470 | $4.36M | 0.10% | +11,435+19.4% | Added |
| Xponance, Inc. | 70,411 | $4.36M | 0.05% | +198+0.3% | Added |
| First Bank & Trust | 70,404 | $4.36M | 1.05% | +28,187+66.8% | Added |
| Nissay Asset Management Corp | 70,271 | $4.35M | 0.03% | +7,387+11.7% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.33M | 0.45% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 69,665 | $4.31M | 0.02% | −5,018−6.7% | Reduced |
| Prudential PLC | 69,063 | $4.28M | 0.05% | +139+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 68,652 | $4.25M | 0.06% | +579+0.9% | Added |
| Profund Advisors LLC | 65,016 | $4.03M | 0.17% | +7,246+12.5% | Added |
| O'Shaughnessy Asset Management, LLC | 64,816 | $4.01M | 0.05% | +7,428+12.9% | Added |
| Public Sector Pension Investment Board | 64,791 | $4.01M | 0.03% | −63,565−49.5% | Reduced |
| Squarepoint Ops LLC | 63,704 | $3.94M | 0.02% | −516,337−89.0% | Reduced |
| British Columbia Investment Management Corp | 63,478 | $3.93M | 0.03% | +13,436+26.8% | Added |
| Pathstone Holdings, LLC | 62,965 | $3.90M | 0.02% | +62,965 | New |
| Dai-Ichi Life Insurance Company, Ltd | 62,860 | $3.89M | 0.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 62,590 | $3.87M | 0.03% | +2,740+4.6% | Added |
| Fifth Third Bancorp | 60,783 | $3.76M | 0.02% | +2,014+3.4% | Added |
| Private Advisor Group, LLC | 60,565 | $3.75M | 0.03% | +2,298+3.9% | Added |
| Kempen Capital Management N.V. | 60,222 | $3.73M | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 59,730 | $3.70M | 0.25% | +42,489+246.4% | Added |
| Meyer Handelman Co | 59,345 | $3.67M | 0.14% | −5,335−8.2% | Reduced |
| Intact Investment Management Inc. | 58,900 | $3.65M | 0.15% | −11,500−16.3% | Reduced |
| Dean Investment Associates, LLC | 58,772 | $3.64M | 0.52% | −20,751−26.1% | Reduced |
| Mercer Global Advisors Inc | 58,676 | $3.63M | 0.01% | +1,032+1.8% | Added |
| Magnetar Financial LLC | 58,644 | $3.63M | 0.09% | +58,644 | New |
| Atria Investments LLC | 58,022 | $3.59M | 0.06% | +16,952+41.3% | Added |
| Benjamin Edwards Inc | 57,139 | $3.54M | 0.77% | −2,222−3.7% | Reduced |
| AdvisorNet Financial, Inc | 56,517 | $3.50M | 0.32% | −1,476−2.5% | Reduced |
| Andra AP-fonden | 55,700 | $3.45M | 0.18% | −28,800−34.1% | Reduced |
| Moloney Securities Asset Management, LLC | 55,122 | $3.41M | 0.55% | +2,020+3.8% | Added |
| Jump Financial, LLC | 54,772 | $3.39M | 0.11% | −43,593−44.3% | Reduced |
| Bridge Creek Capital Management LLC | 52,497 | $3.25M | 1.13% | +1,465+2.9% | Added |
| FJ Investments, LLC | 52,491 | $3.25M | 0.15% | +52,491 | New |
| MML Investors Services, LLC | 52,451 | $3.25M | 0.01% | +28,669+120.5% | Added |
| Stiles Financial Services Inc | 51,771 | $3.21M | 1.46% | +4,248+8.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 51,509 | $3.19M | 0.14% | +1,700+3.4% | Added |
| Wealthfront Advisers LLC | 50,200 | $3.11M | 0.01% | +6,664+15.3% | Added |
| Zimmer Partners, LP | 50,000 | $3.10M | 0.11% | +50,000 | New |
| Envestnet Portfolio Solutions, Inc. | 49,996 | $3.10M | 0.01% | +17,808+55.3% | Added |
| Robeco Institutional Asset Management B.V. | 49,003 | $3.03M | 0.01% | −13,197−21.2% | Reduced |
| Edgestream Partners, L.P. | 48,163 | $2.98M | 0.21% | +48,163 | New |
| Teachers Retirement System of the State of Kentucky | 47,308 | $2.93M | 0.03% | −1,845−3.8% | Reduced |
| Morton Community Bank | 47,136 | $2.92M | 0.95% | +47,136 | New |
| Quantinno Capital Management LP | 46,973 | $2.91M | 0.10% | −385−0.8% | Reduced |
| Jarislowsky, Fraser Ltd | 45,950 | $2.84M | 0.02% | −150−0.3% | Reduced |
| Twin Tree Management, LP | 45,770 | $2.83M | 0.05% | −21,751−32.2% | Reduced |
| Crestline Management, LP | 45,217 | $2.80M | 0.26% | +18,966+72.2% | Added |
| Gulf International Bank (UK) Ltd | 45,165 | $2.80M | 0.08% | −5,464−10.8% | Reduced |
| Balyasny Asset Management LLC | 45,094 | $2.79M | 0.01% | −1,545,436−97.2% | Reduced |
| Kentucky Retirement Systems | 44,151 | $2.73M | 0.09% | +1,333+3.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,930 | $2.72M | 0.01% | +3,878+9.7% | Added |
| Crossmark Global Holdings, Inc. | 43,591 | $2.70M | 0.06% | +1,120+2.6% | Added |
| Oregon Public Employees Retirement Fund | 43,064 | $2.67M | 0.05% | +433+1.0% | Added |
| JustInvest LLC | 42,752 | $2.65M | 0.07% | +1,293+3.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 42,571 | $2.64M | 0.15% | −4,414−9.4% | Reduced |
| Maryland State Retirement & Pension System | 42,074 | $2.60M | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 41,087 | $2.54M | 0.01% | +687+1.7% | Added |
| Cetera Investment Advisers | 40,504 | $2.51M | 0.02% | +10,319+34.2% | Added |
| Cresset Asset Management, LLC | 39,252 | $2.45M | 0.01% | +7,680+24.3% | Added |
| Advisors Asset Management, Inc. | 39,518 | $2.45M | 0.05% | −4,215−9.6% | Reduced |
| Avitas Wealth Management LLC | 39,244 | $2.43M | 0.41% | +1,150+3.0% | Added |
| Mission Wealth Management, LP | 38,967 | $2.41M | 0.08% | +3,330+9.3% | Added |
| Edgemoor Investment Advisors, Inc. | 38,686 | $2.40M | 0.25% | −750−1.9% | Reduced |
| Thrivent Financial for Lutherans | 38,013 | $2.35M | 0.01% | −235−0.6% | Reduced |
| Tradition Wealth Management, LLC | 37,371 | $2.31M | 0.24% | +23,069+161.3% | Added |
| Hartford Investment Management Co | 37,164 | $2.30M | 0.09% | −387−1.0% | Reduced |
| KBC Group NV | 37,094 | $2.30M | 0.01% | +2,916+8.5% | Added |