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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 9,710 | $601.1K | 0.08% | −19,805−67.1% | Reduced |
| Veriti Management LLC | 9,581 | $593.2K | 0.05% | +3,312+52.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,527 | $589.8K | 0.01% | +9,527 | New |
| Wetherby Asset Management Inc | 9,443 | $584.6K | 0.03% | −623−6.2% | Reduced |
| Old Port Advisors | 9,432 | $583.9K | 0.19% | −721−7.1% | Reduced |
| Qtron Investments LLC | 9,412 | $582.7K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,279 | $579.2K | 0.01% | −626−6.3% | Reduced |
| STF Management LP | 9,352 | $579.0K | 0.27% | +347+3.9% | Added |
| FineMark National Bank & Trust | 9,144 | $566.1K | 0.02% | +30.0% | Added |
| Gradient Investments LLC | 9,119 | $564.6K | 0.01% | −517−5.4% | Reduced |
| Intrust Bank NA | 9,081 | $562.2K | 0.07% | +2,064+29.4% | Added |
| Cascade Investment Group, Inc. | 9,080 | $562.1K | 0.45% | +9,080 | New |
| Bank of Hawaii | 8,734 | $540.7K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 8,649 | $535.5K | 0.15% | −572−6.2% | Reduced |
| Stonebridge Capital Advisors LLC | 8,620 | $533.6K | 0.05% | +5+0.1% | Added |
| Carret Asset Management, LLC | 8,589 | $531.7K | 0.07% | −200−2.3% | Reduced |
| Park Avenue Securities LLC | 8,575 | $531.0K | 0.01% | +3,136+57.7% | Added |
| Tyche Wealth Partners LLC | 8,529 | $528.0K | 0.13% | +8,529 | New |
| Resources Investment Advisors, LLC. | 8,509 | $526.8K | 0.01% | +2,309+37.2% | Added |
| Midwest Professional Planners, LTD. | 8,465 | $524.0K | 0.21% | +482+6.0% | Added |
| Central Trust Co | 8,430 | $521.9K | 0.01% | −61−0.7% | Reduced |
| Concurrent Investment Advisors, LLC | 8,420 | $521.3K | 0.02% | +8,420 | New |
| Fifth Lane Capital, LP | 8,378 | $518.7K | 0.61% | +8,378 | New |
| Aviva PLC | 8,354 | $517.2K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,339 | $516.3K | 0.03% | −846−9.2% | Reduced |
| Fiduciary Alliance LLC | 8,307 | $514.3K | 0.10% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,272 | $512.1K | 0.14% | −400−4.6% | Reduced |
| Atria Wealth Solutions, Inc. | 8,222 | $509.0K | 0.01% | −1,613−16.4% | Reduced |
| Parsons Capital Management Inc | 8,212 | $508.6K | 0.04% | −200−2.4% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $501.5K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,994 | $494.9K | 0.01% | +2,761+52.8% | Added |
| Financial Advocates Investment Management | 7,988 | $494.6K | 0.03% | +7,988 | New |
| RIA Advisory Group LLC | 4,864 | $493.8K | 0.24% | +4,864 | New |
| Vident Advisory, LLC | 7,953 | $492.4K | 0.01% | −305−3.7% | Reduced |
| GTS Securities LLC | 7,903 | $489.3K | 0.01% | +1,057+15.4% | Added |
| Bradley Foster & Sargent Inc | 7,817 | $483.9K | 0.01% | +29+0.4% | Added |
| Bigelow Investment Advisors, LLC | 7,801 | $483.0K | 0.26% | −734−8.6% | Reduced |
| Clearbridge Investments, LLC | 7,801 | $483.0K | 0.00% | +7,801 | New |
| Laraway Financial Inc | 7,786 | $482.0K | 0.46% | +10+0.1% | Added |
| First Foundation Advisors | 7,735 | $478.9K | 0.02% | −9,989−56.4% | Reduced |
| Sumitomo Life Insurance Co | 7,711 | $477.4K | 0.01% | −41−0.5% | Reduced |
| Alberta Investment Management Corp | 7,700 | $476.7K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 7,675 | $475.2K | 0.04% | −4−0.1% | Reduced |
| Aveo Capital Partners, LLC | 7,599 | $470.5K | 0.06% | +33+0.4% | Added |
| CAPROCK Group, Inc. | 7,516 | $469.3K | 0.03% | +2,254+42.8% | Added |
| Reuter James Wealth Management, LLC | 7,576 | $469.0K | 0.32% | +7,576 | New |
| Ramirez Asset Management, Inc. | 7,550 | $467.4K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 7,538 | $466.7K | 0.00% | −135−1.8% | Reduced |
| Quadrant Capital Group LLC | 7,527 | $466.2K | 0.04% | +2,042+37.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,765 | $464.9K | 0.00% | 00.0% | Unchanged |
| Trust Point Inc. | 7,455 | $461.5K | 0.04% | +7,455 | New |
| GAMMA Investing LLC | 7,674 | $459.4K | 0.12% | +7,674 | New |
| Prime Capital Investment Advisors, LLC | 7,413 | $459.0K | 0.01% | +3,116+72.5% | Added |
| Alpha Family Trust | 7,390 | $457.5K | 0.31% | +7,390 | New |
| Aspen Wealth Strategies, LLC | 7,305 | $452.3K | 0.33% | 00.0% | Unchanged |
| Stephens Inc | 7,304 | $452.2K | 0.01% | +2,775+61.3% | Added |
| Romano Brothers and Company | 7,262 | $449.6K | 0.07% | −51−0.7% | Reduced |
| La Banque Postale Asset Management SA | 7,245 | $448.5K | 0.01% | −51,014−87.6% | Reduced |
| Advanced Portfolio Management, LLC | 7,239 | $448.2K | 0.47% | +7,239 | New |
| NBC Securities, Inc. | 7,231 | $447.0K | 0.05% | +370+5.4% | Added |
| Park Place Capital Corp | 6,926 | $428.8K | 0.17% | +4,185+152.7% | Added |
| HighMark Wealth Management LLC | 6,911 | $427.9K | 0.32% | +38+0.6% | Added |
| Checchi Capital Advisers, LLC | 6,907 | $427.6K | 0.03% | −701−9.2% | Reduced |
| Insigneo Advisory Services, LLC | 6,844 | $427.3K | 0.06% | +6,844 | New |
| Angeles Investment Advisors, LLC | 6,829 | $426.3K | 0.03% | +49+0.7% | Added |
| SNS Financial Group, LLC | 6,822 | $425.9K | 0.05% | −296−4.2% | Reduced |
| O'Brien Greene & Co. Inc | 6,878 | $425.8K | 0.15% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,867 | $425.2K | 0.01% | +375+5.8% | Added |
| Access Financial Services, Inc. | 6,854 | $424.3K | 0.22% | +5+0.1% | Added |
| Meeder Advisory Services, Inc. | 6,838 | $423.3K | 0.05% | +492+7.8% | Added |
| Modern Wealth Management, LLC | 6,763 | $418.7K | 0.05% | +6,763 | New |
| Valeo Financial Advisors, LLC | 6,756 | $418.3K | 0.02% | +6,756 | New |
| Affiance Financial, LLC | 6,752 | $418.0K | 0.12% | −389−5.4% | Reduced |
| Spirit of America Management Corp | 6,700 | $414.8K | 0.09% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,698 | $414.7K | 0.11% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 6,685 | $414.0K | 0.00% | +6,685 | New |
| Evergreen Capital Management LLC | 6,625 | $413.6K | 0.02% | +2,312+53.6% | Added |
| Snowden Capital Advisors LLC | 6,652 | $411.8K | 0.02% | +2,296+52.7% | Added |
| Truepoint, Inc. | 6,618 | $409.7K | 0.01% | +551+9.1% | Added |
| Ingalls & Snyder LLC | 6,548 | $405.0K | 0.02% | −950−12.7% | Reduced |
| CWA Asset Management Group, LLC | 6,462 | $400.1K | 0.03% | +63+1.0% | Added |
| KCM Investment Advisors LLC | 6,415 | $397.2K | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,414 | $397.1K | 0.03% | +642+11.1% | Added |
| Longfellow Investment Management Co LLC | 6,399 | $396.2K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 6,324 | $391.5K | 0.19% | +6,324 | New |
| Kure Advisory, LLC | 6,292 | $389.5K | 0.20% | +478+8.2% | Added |
| EverSource Wealth Advisors, LLC | 6,235 | $386.0K | 0.04% | +5,602+885.0% | Added |
| PFG Investments, LLC | 6,207 | $384.3K | 0.07% | −1,999−24.4% | Reduced |
| Independent Advisor Alliance | 6,207 | $384.3K | 0.01% | +30.0% | Added |
| Stock Yards Bank & Trust Co | 6,170 | $382.0K | 0.01% | −2,098−25.4% | Reduced |
| Brookstone Capital Management | 6,143 | $380.3K | 0.01% | +676+12.4% | Added |
| Wambolt & Associates, LLC | 6,135 | $379.8K | 0.12% | −2,897−32.1% | Reduced |
| Fundamentun, LLC | 6,122 | $379.1K | 0.04% | −345−5.3% | Reduced |
| Old National Bancorp | 6,095 | $377.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,332 | $376.6K | 0.01% | −610−8.8% | Reduced |
| Smartleaf Asset Management LLC | 6,056 | $374.8K | 0.10% | +6,056 | New |
| Goelzer Investment Management, Inc. | 6,050 | $374.6K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,006 | $371.8K | 0.11% | +67+1.1% | Added |
| Integris Wealth Management, LLC | 6,000 | $371.5K | 0.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,948 | $368.3K | 0.06% | −224−3.6% | Reduced |