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 |
|---|---|---|---|---|---|
| Washington Trust Co | 2,445 | $151.4K | 0.01% | +117+5.0% | Added |
| Colonial Trust Co | 2,403 | $148.8K | 0.03% | +41+1.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $147.1K | 0.07% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,262 | $140.1K | 0.00% | +2,261+226,100.0% | Added |
| AJOVista, LLC | 2,239 | $138.6K | 0.17% | +2,239 | New |
| Whittier Trust Co | 2,230 | $138.0K | 0.00% | −1,296−36.8% | Reduced |
| Sound Income Strategies, LLC | 2,188 | $135.5K | 0.01% | +1,000+84.2% | Added |
| Acadian Asset Management LLC | 2,182 | $135.0K | 0.00% | +2,182 | New |
| Wolff Wiese Magana LLC | 2,149 | $133.1K | 0.13% | +3+0.1% | Added |
| St Germain D J Co Inc | 2,051 | $127.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,047 | $126.7K | 0.00% | +238+13.2% | Added |
| Scarborough Advisors, LLC | 2,018 | $124.9K | 0.03% | +2,018 | New |
| Elgethun Capital Management | 2,003 | $124.0K | 0.04% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,958 | $121.2K | 0.15% | +32+1.7% | Added |
| Parkside Financial Bank & Trust | 1,886 | $116.7K | 0.02% | +536+39.7% | Added |
| Rocky Mountain Advisers, LLC | 1,833 | $113.5K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $111.4K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,781 | $110.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,771 | $110.0K | 0.01% | −621−26.0% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $106.1K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,688 | $105.4K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,702 | $105.4K | 0.00% | +2+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,701 | $105.3K | 0.00% | +831+95.5% | Added |
| Hexagon Capital Partners LLC | 1,688 | $104.5K | 0.03% | +63+3.9% | Added |
| Planning Capital Management Corp | 1,686 | $104.4K | 0.08% | +1,686 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $104.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $100.9K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,621 | $100.4K | 0.00% | +517+46.8% | Added |
| Pinnacle Bancorp, Inc. | 1,617 | $100.1K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,591 | $98.5K | 0.03% | +13+0.8% | Added |
| PSI Advisors, LLC | 1,585 | $98.1K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,542 | $95.5K | 0.01% | +29+1.9% | Added |
| Peoples Bank | 1,531 | $94.8K | 0.08% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,510 | $93.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $92.9K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,459 | $90.0K | 0.02% | −217−12.9% | Reduced |
| Dividend Assets Capital, LLC | 1,460 | $90.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,434 | $88.8K | 0.01% | +15+1.1% | Added |
| Caldwell Sutter Capital, Inc. | 1,379 | $85.4K | 0.04% | +13+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,373 | $85.3K | 0.04% | +845+160.0% | Added |
| Rakuten Investment Management, Inc. | 1,365 | $84.5K | 0.00% | +1,365 | New |
| Trust Co of Vermont | 1,355 | $83.9K | 0.01% | +147+12.2% | Added |
| City State Bank | 1,316 | $81.0K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $79.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,273 | $78.8K | 0.01% | −418−24.7% | Reduced |
| NBT Bank N A | 1,263 | $78.2K | 0.01% | +1,263 | New |
| Bartlett & Co. Wealth Management LLC | 1,241 | $77.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,241 | $77.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,222 | $76.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,218 | $75.4K | 0.02% | +5+0.4% | Added |
| Clearstead Advisors, LLC | 1,217 | $75.3K | 0.00% | +88+7.8% | Added |
| Sunbelt Securities, Inc. | 1,200 | $74.3K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,156 | $71.6K | 0.03% | +1,156 | New |
| Winch Advisory Services, LLC | 1,151 | $71.3K | 0.02% | +10+0.9% | Added |
| Financial Management Professionals, Inc. | 1,148 | $71.0K | 0.01% | +3+0.3% | Added |
| Prestige Wealth Management Group LLC | 1,132 | $70.7K | 0.02% | −48−4.1% | Reduced |
| WFA Asset Management Corp | 1,121 | $69.4K | 0.04% | −1,099−49.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 1,103 | $68.8K | 0.01% | −952−46.3% | Reduced |
| North Star Investment Management Corp. | 1,056 | $65.3K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,049 | $65.0K | 0.04% | +1,049 | New |
| Carmichael Hill & Associates, Inc. | 1,030 | $63.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $63.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,000 | $62.4K | 0.01% | +1,000 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,016 | $62.0K | 0.02% | +45+4.6% | Added |
| BFSG, LLC | 995 | $61.6K | 0.01% | +995 | New |
| Greenwood Gearhart Inc | 990 | $61.3K | 0.01% | +990 | New |
| FinTrust Capital Advisors, LLC | 988 | $61.2K | 0.01% | +94+10.5% | Added |
| Tower View Investment Management & Research LLC | 983 | $61.0K | 0.04% | +32+3.4% | Added |
| Beaird Harris Wealth Management, LLC | 964 | $59.7K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $59.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 959 | $59.4K | 0.00% | −17−1.7% | Reduced |
| Insight Financial Services | 956 | $59.2K | 0.07% | 00.0% | Unchanged |
| Centennial Bank | 947 | $58.6K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 943 | $58.4K | 0.02% | +4+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 929 | $57.9K | 0.01% | +600+182.4% | Added |
| Northwest Financial Advisors | 927 | $57.4K | 0.05% | +927 | New |
| Brown, Lisle/Cummings, Inc. | 902 | $55.8K | 0.02% | +592+191.0% | Added |
| Caldwell Trust Co | 884 | $54.7K | 0.01% | −400−31.2% | Reduced |
| Capital Advisors, Ltd. LLC | 849 | $53.0K | 0.01% | +37+4.6% | Added |
| Hoese & Co LLP | 836 | $50.9K | 0.05% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $49.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 772 | $47.8K | 0.03% | −202−20.7% | Reduced |
| Creative Financial Designs Inc | 760 | $47.1K | 0.00% | +114+17.6% | Added |
| Venturi Wealth Management, LLC | 759 | $47.0K | 0.00% | +9+1.2% | Added |
| Emfo, LLC | 745 | $46.1K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 737 | $45.7K | 0.01% | −367−33.2% | Reduced |
| Bell Investment Advisors, Inc | 727 | $45.0K | 0.01% | +81+12.5% | Added |
| Glassman Wealth Services | 717 | $44.4K | 0.01% | +171+31.3% | Added |
| Strengthening Families & Communities, LLC | 690 | $42.7K | 0.03% | −15−2.1% | Reduced |
| McIlrath & Eck, LLC | 684 | $42.4K | 0.01% | +6+0.9% | Added |
| Tradewinds Capital Management, LLC | 672 | $41.6K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $40.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 638 | $39.0K | 0.00% | −485−43.2% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $37.1K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 605 | $37.0K | 0.01% | −24−3.8% | Reduced |
| Rothschild Investment LLC | 588 | $36.4K | 0.00% | +588 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $35.9K | 0.02% | +580 | New |
| Piscataqua Savings Bank | 575 | $35.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 556 | $34.4K | 0.02% | +556 | New |
| Addison Advisors LLC | 533 | $33.0K | 0.01% | −267−33.4% | Reduced |