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 |
|---|---|---|---|---|---|
| Ballast Advisors LLC | 4,130 | $255.7K | 0.10% | −1,729−29.5% | Reduced |
| Kozak & Associates, Inc. | 4,194 | $255.4K | 0.08% | −1,886−31.0% | Reduced |
| Graypoint LLC | 4,106 | $254.2K | 0.02% | +375+10.1% | Added |
| Samalin Investment Counsel, LLC | 4,077 | $252.4K | 0.13% | −683−14.3% | Reduced |
| Johnson Investment Counsel Inc | 4,066 | $251.7K | 0.00% | +4,066 | New |
| Alerus Financial NA | 4,047 | $250.6K | 0.02% | −41,551−91.1% | Reduced |
| Financial Engines Advisors L.L.C. | 4,009 | $250.3K | 0.00% | +4,009 | New |
| USAdvisors Wealth Management, LLC | 4,023 | $249.0K | 0.10% | +20+0.5% | Added |
| Triumph Capital Management | 4,019 | $248.8K | 0.11% | −195−4.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,001 | $247.7K | 0.01% | +4,001 | New |
| Krane Funds Advisors LLC | 4,000 | $247.6K | 0.01% | −4,912−55.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $247.6K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,885 | $247.6K | 0.01% | +3,885 | New |
| First Business Financial Services, Inc. | 3,987 | $246.8K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $246.4K | 0.02% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,977 | $246.2K | 0.09% | +3,977 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $245.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,931 | $243.4K | 0.14% | +3,931 | New |
| Conning Inc. | 3,905 | $241.8K | 0.01% | −40−1.0% | Reduced |
| Peak Asset Management, LLC | 3,896 | $241.2K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,888 | $240.7K | 0.02% | +3,888 | New |
| Chesley Taft & Associates LLC | 3,851 | $238.4K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,845 | $238.0K | 0.01% | +9+0.2% | Added |
| Two Sigma Securities, LLC | 3,826 | $236.9K | 0.01% | −6,934−64.4% | Reduced |
| TCG Advisory Services, LLC | 3,812 | $236.0K | 0.02% | −477−11.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,812 | $236.0K | 0.02% | +110+3.0% | Added |
| Accel Wealth Management | 3,810 | $235.9K | 0.12% | +37+1.0% | Added |
| Planning Center, Inc. | 3,808 | $235.8K | 0.05% | −2,595−40.5% | Reduced |
| Aureus Asset Management, LLC | 3,794 | $234.9K | 0.02% | +74+2.0% | Added |
| West Family Investments, Inc. | 3,791 | $234.7K | 0.08% | −5,519−59.3% | Reduced |
| Austin Private Wealth, LLC | 3,787 | $234.5K | 0.03% | −36−0.9% | Reduced |
| CCG Wealth Management, LLC | 3,784 | $234.3K | 0.16% | −350−8.5% | Reduced |
| Invesco, LLC | 3,783 | $234.2K | 0.11% | +3,783 | New |
| Cary Street Partner Investment Advisory LLC | 3,777 | $233.9K | 0.01% | +692+22.4% | Added |
| Redhawk Wealth Advisors, Inc. | 3,756 | $232.6K | 0.05% | +3,756 | New |
| Wealthspire Advisors, LLC | 3,747 | $232.0K | 0.00% | +3,747 | New |
| Strategy Asset Managers LLC | 3,729 | $230.8K | 0.05% | −385−9.4% | Reduced |
| Global Retirement Partners, LLC | 3,780 | $230.3K | 0.01% | −6,707−64.0% | Reduced |
| Wade G W & Inc | 3,710 | $230.0K | 0.01% | −497−11.8% | Reduced |
| Mutual Advisors, LLC | 3,706 | $229.4K | 0.01% | −1,022−21.6% | Reduced |
| First Heartland Consultants, Inc. | 3,697 | $229.0K | 0.03% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 3,698 | $228.9K | 0.13% | +8+0.2% | Added |
| Skopos Labs, Inc. | 3,669 | $227.1K | 0.11% | +3,669 | New |
| FFT Wealth Management LLC | 3,649 | $225.9K | 0.02% | +3,649 | New |
| Lindbrook Capital, LLC | 3,627 | $224.5K | 0.02% | +1,326+57.6% | Added |
| Davis R M Inc | 3,612 | $223.6K | 0.01% | +3,612 | New |
| Broadwater Capital Management LLC | 3,600 | $222.9K | 0.17% | +3,600 | New |
| Capital Advisory Group Advisory Services, LLC | 3,593 | $222.5K | 0.12% | −8,069−69.2% | Reduced |
| Lakeridge Wealth Management LLC | 3,572 | $221.1K | 0.16% | +3,572 | New |
| McKinley Carter Wealth Services, Inc. | 3,571 | $221.1K | 0.02% | −512−12.5% | Reduced |
| CoreFirst Bank & Trust | 3,559 | $220.3K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,525 | $220.1K | 0.01% | +3,525 | New |
| Moody National Bank Trust Division | 3,554 | $220.0K | 0.02% | −5,238−59.6% | Reduced |
| Zacks Investment Management | 3,554 | $220.0K | 0.00% | +3,554 | New |
| Golden State Equity Partners | 3,551 | $219.8K | 0.05% | +3,551 | New |
| Cidel Asset Management Inc | 3,541 | $219.2K | 0.01% | +3,541 | New |
| 17 Capital Partners, LLC | 3,527 | $218.4K | 0.20% | +3,527 | New |
| Ethic Inc. | 3,525 | $218.2K | 0.01% | +3,525 | New |
| Financial Perspectives, Inc | 3,519 | $217.9K | 0.09% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 3,502 | $216.8K | 0.19% | −41−1.2% | Reduced |
| Tealwood Asset Management Inc | 3,496 | $216.0K | 0.10% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,466 | $214.6K | 0.16% | −73−2.1% | Reduced |
| HTLF Bank | 3,447 | $213.4K | 0.03% | +3,447 | New |
| Voya Financial Advisors, Inc. | 3,412 | $211.2K | 0.03% | +3,412 | New |
| Larson Financial Group LLC | 3,409 | $211.1K | 0.02% | −612−15.2% | Reduced |
| First National Bank Sioux Falls | 3,404 | $210.7K | 0.11% | +3,404 | New |
| Merit Financial Group, LLC | 3,403 | $210.7K | 0.01% | +3,403 | New |
| Peoples Financial Services Corp. | 3,400 | $210.5K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,384 | $209.5K | 0.02% | +1,217+56.2% | Added |
| Institutional & Family Asset Management, LLC | 3,382 | $209.4K | 0.03% | −25−0.7% | Reduced |
| Woodmont Investment Counsel LLC | 3,380 | $209.3K | 0.02% | +3,380 | New |
| Private Trust Co NA | 3,353 | $207.6K | 0.02% | +552+19.7% | Added |
| Boston Trust Walden Corp | 3,347 | $207.2K | 0.00% | +3,347 | New |
| Perigon Wealth Management, LLC | 3,346 | $207.2K | 0.01% | +3,346 | New |
| Sheaff Brock Investment Advisors, LLC | 3,336 | $206.6K | 0.02% | +3,336 | New |
| Howe & Rusling Inc | 3,336 | $206.5K | 0.02% | +3,336 | New |
| Cullen/Frost Bankers, Inc. | 3,318 | $205.4K | 0.00% | +286+9.4% | Added |
| JPL Wealth Management, LLC | 3,309 | $204.9K | 0.15% | +3,309 | New |
| Fairfield, Bush & Co. | 3,305 | $204.6K | 0.12% | +3,305 | New |
| Orgel Wealth Management, LLC | 3,303 | $204.5K | 0.01% | +3,303 | New |
| Donaldson Capital Management, LLC | 3,296 | $204.1K | 0.01% | +3,296 | New |
| Lummis Asset Management, LP | 3,283 | $203.3K | 0.16% | +3,283 | New |
| GHP Investment Advisors, Inc. | 3,281 | $203.1K | 0.01% | −502−13.3% | Reduced |
| Windsor Capital Management, LLC | 3,280 | $203.1K | 0.07% | +3,280 | New |
| Morningstar Investment Management LLC | 3,284 | $203.0K | 0.02% | +3,284 | New |
| Chilton Capital Management LLC | 3,247 | $201.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,244 | $201.0K | 0.00% | +426+15.1% | Added |
| Cherry Tree Wealth Management, LLC | 3,187 | $197.3K | 0.05% | −364−10.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,330 | $191.0K | 0.00% | −1,524−31.4% | Reduced |
| Bruce G. Allen Investments, LLC | 3,077 | $190.5K | 0.17% | +3,077 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $179.8K | 0.05% | 00.0% | Unchanged |
| Trust Co | 2,882 | $178.4K | 0.02% | −2,328−44.7% | Reduced |
| Smithfield Trust Co | 2,706 | $167.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,631 | $162.9K | 0.02% | −1,039−28.3% | Reduced |
| JNBA Financial Advisors | 2,616 | $162.0K | 0.02% | +332+14.5% | Added |
| Penserra Capital Management LLC | 2,554 | $157.0K | 0.00% | −535−17.3% | Reduced |
| Motco | 2,517 | $155.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,516 | $155.8K | 0.03% | +2,516 | New |
| Founders Capital Management | 2,500 | $154.8K | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,472 | $153.0K | 0.01% | +11+0.4% | Added |