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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 17,467 | $1.08M | 0.03% | +59+0.3% | Added |
| Great Valley Advisor Group, Inc. | 17,377 | $1.08M | 0.04% | +5,209+42.8% | Added |
| Prospera Financial Services Inc | 17,311 | $1.07M | 0.04% | +7,525+76.9% | Added |
| Cubist Systematic Strategies, LLC | 17,024 | $1.05M | 0.01% | −69,065−80.2% | Reduced |
| Fiduciary Trust Co | 16,931 | $1.05M | 0.02% | +6,414+61.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,847 | $1.04M | 0.01% | +450+2.7% | Added |
| Bond & Devick Financial Network, Inc. | 16,717 | $1.03M | 0.59% | −13−0.1% | Reduced |
| Royal London Asset Management Ltd | 16,598 | $1.03M | 0.00% | +16,127+3,424.0% | Added |
| Dechtman Wealth Management, LLC | 16,488 | $1.02M | 0.27% | +82+0.5% | Added |
| BKD Wealth Advisors, LLC | 16,356 | $1.01M | 0.03% | −976−5.6% | Reduced |
| WealthTrust Axiom LLC | 16,350 | $1.01M | 0.34% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 16,318 | $1.01M | 0.02% | +4,789+41.5% | Added |
| Ballentine Partners, LLC | 16,243 | $1.01M | 0.02% | +3,280+25.3% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.01M | 0.14% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 16,170 | $1.00M | 0.35% | +675+4.4% | Added |
| Sawtooth Solutions, LLC | 16,040 | $993.1K | 0.03% | +9,222+135.3% | Added |
| Bleakley Financial Group, LLC | 16,040 | $993.1K | 0.03% | +9,222+135.3% | Added |
| Dorsey & Whitney Trust CO LLC | 15,867 | $982.3K | 0.08% | +3,111+24.4% | Added |
| Avantax Advisory Services, Inc. | 15,842 | $980.8K | 0.01% | +2,751+21.0% | Added |
| Wolverine Trading, LLC | 15,554 | $962.9K | 0.01% | +15,554 | New |
| Assenagon Asset Management S.A. | 15,480 | $958.4K | 0.00% | −128,847−89.3% | Reduced |
| HB Wealth Management, LLC | 15,465 | $957.4K | 0.01% | +3,280+26.9% | Added |
| Raleigh Capital Management Inc. | 15,460 | $957.1K | 0.44% | +11,264+268.4% | Added |
| Capstone Investment Advisors, LLC | 15,273 | $945.6K | 0.02% | −1,232−7.5% | Reduced |
| Quadrature Capital Ltd | 15,223 | $942.5K | 0.02% | −119,734−88.7% | Reduced |
| Coldstream Capital Management Inc | 15,182 | $939.9K | 0.03% | +690+4.8% | Added |
| HighPoint Advisor Group LLC | 17,819 | $935.0K | 0.07% | +17,819 | New |
| Degroof Petercam Asset Management | 15,000 | $928.6K | 0.01% | +15,000 | New |
| Quantitative Investment Management, LLC | 14,897 | $922.0K | 0.05% | +14,897 | New |
| Signaturefd, LLC | 14,615 | $904.8K | 0.02% | +3,457+31.0% | Added |
| Principal Securities, Inc. | 14,465 | $895.5K | 0.03% | +14,465 | New |
| FourThought Financial Partners, LLC | 14,412 | $892.2K | 0.11% | −2,615−15.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 14,377 | $890.1K | 0.03% | −566−3.8% | Reduced |
| Scissortail Wealth Management, LLC | 14,807 | $883.4K | 0.28% | +10,958+284.7% | Added |
| SRS Capital Advisors, Inc. | 14,009 | $867.3K | 0.10% | −231−1.6% | Reduced |
| Tiaa Trust, National Association | 13,716 | $849.2K | 0.00% | −720−5.0% | Reduced |
| Integrated Wealth Concepts LLC | 13,604 | $842.2K | 0.01% | +1,263+10.2% | Added |
| Advocate Group LLC | 13,320 | $824.6K | 0.18% | −133−1.0% | Reduced |
| Wealth Alliance | 13,305 | $823.7K | 0.12% | +6,262+88.9% | Added |
| Two Sigma Investments, LP | 13,300 | $823.4K | 0.00% | −809,073−98.4% | Reduced |
| Bell Bank | 13,077 | $809.6K | 0.08% | −1,187−8.3% | Reduced |
| IHT Wealth Management, LLC | 13,064 | $808.8K | 0.04% | +522+4.2% | Added |
| Sigma Planning Corp | 12,874 | $797.1K | 0.06% | −4,230−24.7% | Reduced |
| KLCM Advisors, Inc. | 12,839 | $794.9K | 0.12% | −663−4.9% | Reduced |
| Eisler Capital (UK) Ltd. | 12,787 | $791.6K | 0.07% | +12,787 | New |
| Finer Wealth Management, Inc. | 12,750 | $789.4K | 0.59% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,560 | $777.0K | 0.02% | −1,284−9.3% | Reduced |
| Gotham Asset Management, LLC | 12,424 | $769.2K | 0.01% | +6,791+120.6% | Added |
| Pallas Capital Advisors LLC | 12,197 | $755.1K | 0.04% | +59+0.5% | Added |
| Advisors Management Group Inc | 12,141 | $752.0K | 0.20% | +531+4.6% | Added |
| Carlson Capital Management | 12,085 | $748.2K | 0.04% | +224+1.9% | Added |
| Sequoia Financial Advisors, LLC | 12,073 | $747.5K | 0.01% | +5,936+96.7% | Added |
| Kingswood Wealth Advisors, LLC | 12,052 | $746.1K | 0.08% | +842+7.5% | Added |
| Bailard, Inc. | 12,005 | $743.2K | 0.02% | +1,495+14.2% | Added |
| ISAM Funds (UK) Ltd | 11,976 | $741.4K | 0.53% | +4,733+65.3% | Added |
| Telemus Capital, LLC | 11,954 | $740.1K | 0.06% | −3,916−24.7% | Reduced |
| Fulton Bank, N.A. | 11,901 | $736.8K | 0.03% | +5,395+82.9% | Added |
| Marks Group Wealth Management, Inc | 11,674 | $722.7K | 0.08% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 11,633 | $720.2K | 0.18% | +11,633 | New |
| Savant Capital, LLC | 11,630 | $720.0K | 0.01% | +2,061+21.5% | Added |
| Amarillo National Bank | 11,565 | $716.0K | 0.14% | −595−4.9% | Reduced |
| NovaPoint Capital, LLC | 11,528 | $713.7K | 0.27% | −2,781−19.4% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $711.4K | 0.45% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $703.7K | 0.13% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,324 | $701.0K | 0.10% | −505−4.3% | Reduced |
| Everpar Advisors LLC | 11,276 | $698.1K | 0.32% | +11,276 | New |
| EP Wealth Advisors, LLC | 11,253 | $696.7K | 0.01% | +4,208+59.7% | Added |
| Tokio Marine Asset Management Co Ltd | 11,236 | $695.6K | 0.04% | +794+7.6% | Added |
| Sherbrooke Park Advisers LLC | 11,207 | $693.8K | 0.33% | +7,475+200.3% | Added |
| Coastline Trust Co | 11,145 | $690.0K | 0.09% | −220−1.9% | Reduced |
| Nomura Holdings Inc | 11,118 | $688.3K | 0.01% | +11,118 | New |
| Foundations Investment Advisors, LLC | 11,202 | $684.9K | 0.02% | +912+8.9% | Added |
| Kingsview Wealth Management, LLC | 11,020 | $682.3K | 0.02% | −2,441−18.1% | Reduced |
| Bard Financial Services, Inc. | 11,000 | $681.0K | 0.08% | −375−3.3% | Reduced |
| Cetera Advisors LLC | 10,999 | $681.0K | 0.01% | +714+6.9% | Added |
| Raymond James Trust N.A. | 10,955 | $678.2K | 0.02% | +4,243+63.2% | Added |
| Thompson Investment Management, Inc. | 10,899 | $674.8K | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 10,858 | $672.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,711 | $668.7K | 0.02% | +802+8.1% | Added |
| Sheets Smith Wealth Management | 10,599 | $656.2K | 0.09% | −830−7.3% | Reduced |
| SageView Advisory Group, LLC | 10,958 | $654.9K | 0.03% | +10,958 | New |
| Mosaic Family Wealth Partners, LLC | 10,504 | $650.3K | 0.11% | +25+0.2% | Added |
| Kestra Private Wealth Services, LLC | 10,443 | $646.5K | 0.02% | +2,850+37.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,373 | $642.0K | 0.01% | −12,406−54.5% | Reduced |
| Dearborn Partners LLC | 10,278 | $636.3K | 0.02% | −1,051−9.3% | Reduced |
| Verdence Capital Advisors LLC | 10,182 | $630.4K | 0.06% | +10,182 | New |
| Argent Trust Co | 10,161 | $629.1K | 0.03% | +1,329+15.0% | Added |
| Qsemble Capital Management, LP | 10,085 | $624.4K | 0.16% | +10,085 | New |
| First National Bank & Trust Co of Newtown | 10,042 | $621.6K | 0.13% | −50−0.5% | Reduced |
| ICA Group Wealth Management, LLC | 10,029 | $620.9K | 0.14% | +1,416+16.4% | Added |
| Aptus Capital Advisors, LLC | 10,005 | $619.4K | 0.02% | −452−4.3% | Reduced |
| Farmers & Merchants Investments Inc | 9,975 | $617.6K | 0.02% | −112−1.1% | Reduced |
| Versor Investments LP | 9,956 | $616.4K | 0.13% | +1,067+12.0% | Added |
| First Hawaiian Bank | 9,909 | $613.5K | 0.02% | +16+0.2% | Added |
| Coastal Bridge Advisors, LLC | 9,861 | $610.5K | 0.16% | −5,800−37.0% | Reduced |
| Horizon Investments, LLC | 9,791 | $606.2K | 0.02% | +2,425+32.9% | Added |
| American State Bank (Iowa) | 9,754 | $603.9K | 0.38% | −100−1.0% | Reduced |
| Brown Advisory Inc | 9,751 | $603.7K | 0.00% | +736+8.2% | Added |
| Everence Capital Management Inc | 9,744 | $603.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,735 | $602.7K | 0.01% | +545+5.9% | Added |