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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 36,806 | $2.29M | 0.01% | +21,804+145.3% | Added |
| ARS Investment Partners, LLC | 36,870 | $2.28M | 0.25% | −325−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 36,681 | $2.27M | 0.19% | −6,455−15.0% | Reduced |
| Wedbush Securities Inc | 36,047 | $2.23M | 0.10% | −6,573−15.4% | Reduced |
| Davenport & Co LLC | 35,373 | $2.19M | 0.02% | +18,085+104.6% | Added |
| First Dallas Securities Inc. | 35,249 | $2.18M | 1.12% | +35,249 | New |
| Cornerstone Advisors, LLC | 34,900 | $2.16M | 0.10% | −3,900−10.1% | Reduced |
| Securian Asset Management, Inc | 34,866 | $2.16M | 0.06% | −4,712−11.9% | Reduced |
| Schmidt P J Investment Management Inc | 36,128 | $2.15M | 0.43% | −6,407−15.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,236 | $2.12M | 0.03% | −1,514−4.2% | Reduced |
| Quantbot Technologies LP | 34,206 | $2.12M | 0.12% | +30,242+762.9% | Added |
| AXA S.A. | 33,933 | $2.10M | 0.01% | +8,516+33.5% | Added |
| Lockheed Martin Investment Management Co | 32,200 | $2.07M | 0.15% | −3,500−9.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 33,392 | $2.07M | 0.78% | +33,392 | New |
| Baird Financial Group, Inc. | 33,026 | $2.04M | 0.00% | +1,932+6.2% | Added |
| Westpac Banking Corp | 32,925 | $2.04M | 0.17% | −12,307−27.2% | Reduced |
| Cbre Clarion Securities LLC | 32,887 | $2.04M | 0.04% | −781,585−96.0% | Reduced |
| Oppenheimer & Co Inc | 32,856 | $2.03M | 0.04% | −265−0.8% | Reduced |
| TD Private Client Wealth LLC | 32,424 | $2.01M | 0.07% | +19,593+152.7% | Added |
| Metis Global Partners, LLC | 32,143 | $1.99M | 0.08% | −701−2.1% | Reduced |
| Walleye Capital LLC | 31,657 | $1.96M | 0.03% | +16,184+104.6% | Added |
| CWM, LLC | 31,025 | $1.92M | 0.01% | +6,167+24.8% | Added |
| QRG Capital Management, Inc. | 30,800 | $1.91M | 0.03% | +2,078+7.2% | Added |
| Walleye Trading LLC | 29,926 | $1.85M | 0.03% | +29,926 | New |
| Credit Agricole S A | 29,922 | $1.85M | 0.04% | +2,163+7.8% | Added |
| CTC Alternative Strategies, Ltd. | 29,900 | $1.85M | 3.84% | +29,900 | New |
| D.A. Davidson & Co. | 29,873 | $1.85M | 0.02% | +88+0.3% | Added |
| Teza Capital Management LLC | 29,539 | $1.83M | 0.31% | +29,539 | New |
| Epiq Partners, LLC | 28,870 | $1.79M | 1.28% | −2,299−7.4% | Reduced |
| Claro Advisors LLC | 28,675 | $1.78M | 0.39% | +108+0.4% | Added |
| New Mexico Educational Retirement Board | 28,678 | $1.77M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 28,500 | $1.76M | 0.00% | −495,400−94.6% | Reduced |
| Boothbay Fund Management, LLC | 28,410 | $1.76M | 0.07% | +28,410 | New |
| Glenmede Trust Co NA | 27,930 | $1.73M | 0.01% | +15,944+133.0% | Added |
| Central Bank & Trust Co | 27,631 | $1.71M | 0.27% | +289+1.1% | Added |
| Toroso Investments, LLC | 27,439 | $1.70M | 0.04% | +3,305+13.7% | Added |
| Icon Advisers Inc | 27,400 | $1.70M | 0.39% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 26,952 | $1.67M | 0.02% | −1,553−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,788 | $1.66M | 0.00% | +1,477+5.8% | Added |
| Shell Asset Management Co | 26,386 | $1.63M | 0.08% | −5,457−17.1% | Reduced |
| Van Hulzen Asset Management, LLC | 26,200 | $1.62M | 0.11% | +5,000+23.6% | Added |
| Kesler, Norman & Wride, LLC | 26,007 | $1.61M | 0.37% | +169+0.7% | Added |
| Premier Fund Managers Ltd | 26,000 | $1.61M | 0.07% | +6,000+30.0% | Added |
| NEOS Investment Management LLC | 26,000 | $1.61M | 0.15% | +1,830+7.6% | Added |
| Berger Financial Group, Inc | 25,978 | $1.61M | 0.17% | +492+1.9% | Added |
| AMG National Trust Bank | 25,885 | $1.60M | 0.05% | +25,885 | New |
| Sourcerock Group LLC | 25,300 | $1.57M | 0.16% | +25,300 | New |
| Sciencast Management LP | 25,200 | $1.56M | 0.85% | +25,200 | New |
| Ieq Capital, LLC | 25,119 | $1.56M | 0.03% | +7,263+40.7% | Added |
| NorthRock Partners, LLC | 24,767 | $1.55M | 0.06% | +4,844+24.3% | Added |
| United Capital Financial Advisers, LLC | 24,030 | $1.49M | 0.01% | +18,780+357.7% | Added |
| Group One Trading, L.P. | 23,880 | $1.48M | 0.05% | −8,051−25.2% | Reduced |
| Great Waters Wealth Management | 23,227 | $1.48M | 0.26% | −48−0.2% | Reduced |
| Keybank National Association | 23,796 | $1.47M | 0.01% | −1,070−4.3% | Reduced |
| Atom Investors LP | 23,610 | $1.46M | 0.26% | +23,610 | New |
| Norinchukin Bank, The | 23,285 | $1.44M | 0.03% | −1,866−7.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 23,138 | $1.43M | 0.35% | +23,138 | New |
| Investment Management Corp of Ontario | 22,844 | $1.41M | 0.03% | +12,894+129.6% | Added |
| Ameritas Investment Partners, Inc. | 22,740 | $1.41M | 0.05% | +339+1.5% | Added |
| Neuberger Berman Group LLC | 22,606 | $1.40M | 0.00% | +577+2.6% | Added |
| Metropolitan Life Insurance Co | 22,461 | $1.39M | 0.07% | −358−1.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 22,422 | $1.39M | 0.71% | −404−1.8% | Reduced |
| OV Management LLC | 22,100 | $1.38M | 1.14% | +22,100 | New |
| Quotient Wealth Partners, LLC | 22,167 | $1.37M | 0.05% | +22,167 | New |
| Engineers Gate Manager LP | 22,015 | $1.36M | 0.04% | −12,462−36.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 21,986 | $1.36M | 0.51% | +11,558+110.8% | Added |
| Brinker Capital Investments, LLC | 21,295 | $1.35M | 0.02% | +1,883+9.7% | Added |
| Orion Portfolio Solutions, LLC | 21,295 | $1.35M | 0.02% | +1,883+9.7% | Added |
| First National Advisers, LLC | 21,690 | $1.34M | 0.39% | +4,006+22.7% | Added |
| Bremer Bank National Association | 21,293 | $1.32M | 0.25% | −1,689−7.3% | Reduced |
| Asset Dedication, LLC | 21,198 | $1.31M | 0.11% | +42+0.2% | Added |
| Western Wealth Management, LLC | 20,972 | $1.30M | 0.09% | +3,209+18.1% | Added |
| Accredited Investors Inc. | 20,942 | $1.30M | 0.09% | −56−0.3% | Reduced |
| Bokf, NA | 20,872 | $1.29M | 0.03% | −3,427−14.1% | Reduced |
| Cipher Capital LP | 20,852 | $1.29M | 0.42% | +20,852 | New |
| Geneos Wealth Management Inc. | 20,580 | $1.27M | 0.06% | +182+0.9% | Added |
| White Pine Capital LLC | 20,265 | $1.25M | 0.48% | −2,919−12.6% | Reduced |
| Apollon Wealth Management, LLC | 20,165 | $1.25M | 0.04% | −4,586−18.5% | Reduced |
| GYL Financial Synergies, LLC | 20,059 | $1.24M | 0.10% | +231+1.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 20,000 | $1.24M | 0.02% | −40,000−66.7% | Reduced |
| First Citizens Bank & Trust Co | 19,840 | $1.23M | 0.02% | −2,093−9.5% | Reduced |
| Dakota Wealth Management | 19,716 | $1.22M | 0.05% | −2,255−10.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,659 | $1.22M | 0.09% | +542+2.8% | Added |
| Huntington National Bank | 19,554 | $1.21M | 0.01% | −2,269−10.4% | Reduced |
| South Dakota Investment Council | 19,164 | $1.19M | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 18,910 | $1.17M | 0.08% | +153+0.8% | Added |
| Fox Hill Wealth Management | 18,861 | $1.17M | 0.90% | +18,861 | New |
| Greenleaf Trust | 18,738 | $1.16M | 0.01% | +5,036+36.8% | Added |
| First Western Trust Bank | 18,690 | $1.16M | 0.06% | +774+4.3% | Added |
| Harbour Investments, Inc. | 18,515 | $1.15M | 0.05% | +1,075+6.2% | Added |
| Procyon Private Wealth Partners, LLC | 18,499 | $1.15M | 0.10% | +58+0.3% | Added |
| Empowered Funds, LLC | 18,417 | $1.14M | 0.03% | −4,383−19.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 18,410 | $1.14M | 0.01% | +3,485+23.4% | Added |
| Los Angeles Capital Management LLC | 18,394 | $1.14M | 0.00% | −2,609−12.4% | Reduced |
| Cypress Capital Group | 18,321 | $1.13M | 0.15% | −190−1.0% | Reduced |
| Bessemer Group Inc | 18,006 | $1.12M | 0.00% | −102−0.6% | Reduced |
| TownSquare Capital, LLC | 17,807 | $1.10M | 0.02% | −5,732−24.4% | Reduced |
| Koshinski Asset Management, Inc. | 17,630 | $1.09M | 0.17% | +72+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,621 | $1.09M | 0.62% | −175−1.0% | Reduced |
| United Services Automobile Association | 17,571 | $1.09M | 0.02% | 00.0% | Unchanged |