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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 5,942 | $368.0K | 0.08% | +65+1.1% | Added |
| Axq Capital, LP | 5,900 | $365.3K | 0.10% | −600−9.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,249 | $363.8K | 0.02% | +222+3.7% | Added |
| Hills Bank & Trust Co | 5,796 | $358.8K | 0.04% | +600+11.5% | Added |
| Townsend & Associates, Inc | 6,141 | $357.5K | 0.04% | +6+0.1% | Added |
| Alley Investment Management Company, LLC | 5,756 | $356.4K | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,724 | $354.4K | 0.01% | −2,976−34.2% | Reduced |
| CX Institutional | 5,707 | $353.3K | 0.02% | −158−2.7% | Reduced |
| Charter Trust Co | 5,689 | $352.2K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 5,680 | $351.6K | 0.18% | +316+5.9% | Added |
| First Commonwealth Financial Corp | 5,669 | $351.0K | 0.11% | −1,735−23.4% | Reduced |
| Parallel Advisors, LLC | 5,669 | $350.9K | 0.01% | +524+10.2% | Added |
| Dynamic Technology Lab Private Ltd | 5,660 | $350.0K | 0.04% | +5,660 | New |
| Lake Street Advisors Group, LLC | 5,577 | $348.2K | 0.02% | +5,577 | New |
| Rosenberg Matthew Hamilton | 5,560 | $344.2K | 0.11% | −1,094−16.4% | Reduced |
| Clarius Group, LLC | 5,542 | $343.1K | 0.03% | +912+19.7% | Added |
| Capital Investment Advisors, LLC | 5,531 | $342.4K | 0.01% | −89−1.6% | Reduced |
| RFG Advisory, LLC | 5,516 | $341.5K | 0.01% | −30−0.5% | Reduced |
| E Fund Management Co., Ltd. | 5,494 | $340.1K | 0.02% | −571−9.4% | Reduced |
| Grove Bank & Trust | 5,477 | $339.1K | 0.06% | +3,981+266.1% | Added |
| Avestar Capital, LLC | 5,428 | $338.9K | 0.04% | +729+15.5% | Added |
| Venture Visionary Partners LLC | 5,460 | $338.0K | 0.02% | +210+4.0% | Added |
| Nicollet Investment Management, Inc. | 5,464 | $338.0K | 0.14% | −650−10.6% | Reduced |
| Level Four Advisory Services, LLC | 5,431 | $336.2K | 0.02% | −821−13.1% | Reduced |
| James Hambro & Partners | 5,400 | $334.3K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 5,397 | $334.1K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,238 | $333.0K | 0.03% | +5,238 | New |
| Systematic Portfolios LLC | 5,372 | $332.6K | 1.01% | +5,372 | New |
| Gateway Wealth Partners, LLC | 5,371 | $332.5K | 0.13% | −2,412−31.0% | Reduced |
| Centre Asset Management, LLC | 5,369 | $332.0K | 0.08% | −80−1.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,355 | $331.5K | 0.04% | +448+9.1% | Added |
| Summit Global Investments | 5,335 | $330.0K | 0.02% | −121,799−95.8% | Reduced |
| Lincoln National Corp | 5,299 | $328.1K | 0.01% | +1,156+27.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,262 | $327.3K | 0.01% | −219−4.0% | Reduced |
| Smith Anglin Financial, LLC | 5,282 | $327.0K | 0.04% | +680+14.8% | Added |
| Heritage Trust Co | 5,247 | $324.8K | 0.05% | −576−9.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,233 | $324.0K | 0.16% | −411−7.3% | Reduced |
| Nations Financial Group Inc, | 5,221 | $323.3K | 0.03% | +8+0.2% | Added |
| Concord Wealth Partners | 5,195 | $321.6K | 0.06% | 00.0% | Unchanged |
| DORVAL Corp | 5,132 | $317.7K | 0.15% | +5,132 | New |
| Syon Capital LLC | 5,126 | $317.4K | 0.03% | +5,126 | New |
| IFP Advisors, Inc | 5,103 | $315.9K | 0.01% | −21,005−80.5% | Reduced |
| First Horizon Advisors, Inc. | 5,073 | $314.1K | 0.01% | +334+7.0% | Added |
| Moneta Group Investment Advisors LLC | 5,040 | $312.1K | 0.01% | +551+12.3% | Added |
| RMB Capital Management, LLC | 5,040 | $312.0K | 0.01% | −3,046−37.7% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $311.9K | 0.09% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,978 | $310.8K | 0.02% | −590−10.6% | Reduced |
| Trueblood Wealth Management, LLC | 5,017 | $310.6K | 0.19% | +5,017 | New |
| RSM US Wealth Management LLC | 5,010 | $310.2K | 0.01% | +459+10.1% | Added |
| UniSuper Management Pty Ltd | 4,990 | $308.9K | 0.00% | +1,090+27.9% | Added |
| Adviser Investments LLC | 4,974 | $308.0K | 0.00% | −43−0.9% | Reduced |
| Umb Bank N A | 4,964 | $307.3K | 0.00% | −57−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,937 | $305.6K | 0.02% | −1,248−20.2% | Reduced |
| Glenview Trust Co | 4,935 | $305.5K | 0.01% | +932+23.3% | Added |
| Abbrea Capital, LLC | 4,874 | $304.0K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,910 | $304.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,903 | $303.5K | 0.03% | +624+14.6% | Added |
| Montag A & Associates Inc | 4,832 | $300.9K | 0.02% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 4,852 | $300.4K | 0.29% | +4,852 | New |
| Proequities, Inc. | 4,775 | $298.1K | 0.02% | −159−3.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,809 | $297.7K | 0.02% | −494−9.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,788 | $296.4K | 0.03% | +595+14.2% | Added |
| Harvest Fund Management Co., Ltd | 4,849 | $296.0K | 0.05% | +509+11.7% | Added |
| Headinvest, LLC | 4,767 | $295.1K | 0.06% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 4,697 | $290.8K | 0.26% | +4,697 | New |
| Axxcess Wealth Management, LLC | 4,681 | $289.8K | 0.01% | −739−13.6% | Reduced |
| Canopy Partners, LLC | 4,607 | $287.6K | 0.18% | +4,607 | New |
| V-Square Quantitative Management LLC | 4,638 | $287.1K | 0.07% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 4,621 | $286.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 4,615 | $286.0K | 0.00% | +298+6.9% | Added |
| Oak Thistle LLC | 4,616 | $285.8K | 0.08% | +4,616 | New |
| Wrapmanager Inc | 4,577 | $283.4K | 0.08% | +4,577 | New |
| GPS Wealth Strategies Group, LLC | 4,575 | $283.2K | 0.05% | −1,049−18.7% | Reduced |
| Destination Wealth Management | 4,558 | $282.2K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 4,536 | $280.8K | 0.05% | +4,536 | New |
| Warwick Investment Management, Inc. | 4,528 | $280.3K | 0.08% | +4,528 | New |
| Quantum Financial Advisors, LLC | 4,526 | $280.2K | 0.07% | +84+1.9% | Added |
| Csenge Advisory Group | 4,523 | $280.0K | 0.02% | −1,509−25.0% | Reduced |
| Intrua Financial, LLC | 4,505 | $278.9K | 0.04% | +974+27.6% | Added |
| Balentine LLC | 4,503 | $278.8K | 0.01% | +544+13.7% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $278.6K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 4,454 | $275.7K | 0.06% | +4,454 | New |
| Jones Financial Companies LLLP | 4,434 | $274.5K | 0.00% | +39+0.9% | Added |
| Welch Group, LLC | 4,400 | $272.4K | 0.01% | −250−5.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,383 | $271.4K | 0.06% | −850−16.2% | Reduced |
| Wesbanco Bank Inc | 4,327 | $267.9K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 4,302 | $266.3K | 0.01% | −48−1.1% | Reduced |
| Altshuler Shaham Ltd | 4,296 | $266.0K | 0.01% | −1,075−20.0% | Reduced |
| Sandy Spring Bank | 4,292 | $265.7K | 0.01% | −107−2.4% | Reduced |
| South State Corp. | 4,268 | $264.2K | 0.02% | 00.0% | Unchanged |
| Meritage Group LP | 4,269 | $264.0K | 0.01% | −412−8.8% | Reduced |
| Seven Eight Capital, LP | 4,251 | $263.2K | 0.03% | −41,667−90.7% | Reduced |
| FDx Advisors, Inc. | 4,251 | $263.0K | 0.02% | −815−16.1% | Reduced |
| TCI Wealth Advisors, Inc. | 4,233 | $262.1K | 0.03% | +62+1.5% | Added |
| Cloverfields Capital Group, LP | 4,208 | $260.5K | 0.10% | +4,208 | New |
| David Loasby | 4,085 | $260.3K | 0.03% | +485+13.5% | Added |
| Boston Partners | 4,195 | $259.7K | 0.00% | +27+0.6% | Added |
| Fortis Group Advisors, LLC | 3,823 | $257.8K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,155 | $257.2K | 0.02% | +4,155 | New |
| Fortis Capital Advisors, LLC | 4,155 | $257.2K | 0.14% | +4,155 | New |