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, Q1 2024
Institutional positions in Xcel Energy Inc as of Mar 31, 2024. 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
- 981
- −27 vs. Q4 2023
- Shares held
- 433.3M
- −195.0K (0.0%) vs. Q4 2023
- Total value
- $23.3B
- −$3.53B (−13.1%) vs. Q4 2023
- New holders
- 111
- 330 more added
- Sold out
- 138
- 375 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 72,097,430 | $3.88B | 0.08% | +107,599+0.1% | Added |
| BlackRock Inc. | 48,835,443 | $2.62B | 0.06% | −1,152,136−2.3% | Reduced |
| State Street Corp | 32,611,963 | $1.77B | 0.08% | +3,183,285+10.8% | Added |
| JPMorgan Chase & Co | 19,421,552 | $1.04B | 0.09% | −2,052,310−9.6% | Reduced |
| Massachusetts Financial Services Co | 17,205,532 | $924.8M | 0.28% | −2,788,766−13.9% | Reduced |
| Aristotle Capital Management, LLC | 14,205,589 | $763.6M | 1.42% | +190,236+1.4% | Added |
| Geode Capital Management, LLC | 13,847,411 | $744.3M | 0.07% | +604,912+4.6% | Added |
| Morgan Stanley | 8,990,898 | $483.3M | 0.04% | +2,981,348+49.6% | Added |
| Victory Capital Management Inc | 8,068,633 | $433.7M | 0.42% | +302,585+3.9% | Added |
| Price T Rowe Associates Inc | 7,552,625 | $406.0M | 0.05% | +6,684,499+770.0% | Added |
| Wells Fargo & Company | 6,247,529 | $335.8M | 0.09% | −876,683−12.3% | Reduced |
| Invesco Ltd. | 6,069,829 | $326.3M | 0.07% | +687,981+12.8% | Added |
| Legal & General Group Plc | 5,631,095 | $302.7M | 0.09% | +54,651+1.0% | Added |
| Goldman Sachs Group Inc | 5,452,467 | $293.1M | 0.06% | −1,343,301−19.8% | Reduced |
| Northern Trust Corp | 5,250,866 | $282.2M | 0.05% | −297,039−5.4% | Reduced |
| Franklin Resources Inc | 5,114,855 | $274.9M | 0.09% | +2,661,887+108.5% | Added |
| Bank of America Corp | 4,818,408 | $259.0M | 0.03% | +312,741+6.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,186,101 | $223.3M | 0.51% | +74,690+1.8% | Added |
| Bank of New York Mellon Corp | 3,838,266 | $206.3M | 0.04% | −243,967−6.0% | Reduced |
| California Public Employees Retirement System | 3,460,906 | $186.0M | 0.13% | +105,570+3.1% | Added |
| Capital Research Global Investors | 3,380,610 | $181.7M | 0.04% | +1,6720.0% | Added |
| FMR LLC | 3,376,588 | $181.5M | 0.01% | +1,413,703+72.0% | Added |
| Charles Schwab Investment Management Inc | 3,210,539 | $172.6M | 0.04% | +39,076+1.2% | Added |
| Man Group plc | 3,129,635 | $168.2M | 0.45% | +2,302,689+278.5% | Added |
| Magellan Asset Management Ltd | 2,993,786 | $160.9M | 1.54% | +213,722+7.7% | Added |
| Qube Research & Technologies Ltd | 2,947,072 | $158.4M | 0.29% | +2,469,991+517.7% | Added |
| Royal Bank of Canada | 2,931,743 | $157.6M | 0.04% | −5,622,842−65.7% | Reduced |
| Nordea Investment Management AB | 2,825,061 | $151.5M | 0.18% | −129,846−4.4% | Reduced |
| Nuveen Asset Management, LLC | 2,447,554 | $140.4M | 0.04% | −717,487−22.7% | Reduced |
| Principal Financial Group Inc | 2,584,554 | $138.9M | 0.08% | −356,057−12.1% | Reduced |
| HSBC Holdings PLC | 2,450,746 | $131.7M | 0.09% | +1,480,466+152.6% | Added |
| Amundi | 2,396,429 | $128.8M | 0.06% | +1,084,434+82.7% | Added |
| Millennium Management LLC | 2,333,797 | $125.4M | 0.11% | −2,000,769−46.2% | Reduced |
| UBS Asset Management Americas Inc | 2,273,118 | $122.2M | 0.04% | +7,535+0.3% | Added |
| Duff & Phelps Investment Management Co | 2,183,548 | $117.4M | 1.41% | +115,408+5.6% | Added |
| First Trust Advisors LP | 1,852,777 | $99.6M | 0.10% | +92,108+5.2% | Added |
| UBS Group AG | 1,847,774 | $99.3M | 0.03% | +756,442+69.3% | Added |
| Macquarie Group Ltd | 1,817,049 | $97.7M | 0.11% | +415,444+29.6% | Added |
| Barclays PLC | 1,802,729 | $96.9M | 0.04% | +69,008+4.0% | Added |
| Dimensional Fund Advisors LP | 1,679,680 | $90.3M | 0.02% | +158,068+10.4% | Added |
| Ameriprise Financial Inc | 1,658,773 | $89.2M | 0.02% | −130,537−7.3% | Reduced |
| Deutsche Bank AG | 1,657,941 | $89.1M | 0.04% | +721,854+77.1% | Added |
| Swiss National Bank | 1,652,500 | $88.8M | 0.06% | −72,100−4.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,625,530 | $87.4M | 0.06% | +38,653+2.4% | Added |
| Pictet Asset Management Holding SA | 1,608,425 | $86.5M | 0.09% | −979,484−37.8% | Reduced |
| Jupiter Asset Management Ltd | 1,493,634 | $80.3M | 0.77% | +1,493,634 | New |
| Citadel Advisors LLC | 1,404,056 | $75.5M | 0.07% | +1,264,231+904.2% | Added |
| Jennison Associates LLC | 1,361,016 | $73.2M | 0.05% | −90,467−6.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,317,349 | $70.8M | 0.09% | +176,496+15.5% | Added |
| National Pension Service | 1,291,433 | $69.4M | 0.08% | +29,965+2.4% | Added |
| APG Asset Management N.V. | 1,345,217 | $66.9M | 0.12% | +28,530+2.2% | Added |
| Verition Fund Management LLC | 1,224,198 | $65.8M | 0.63% | +1,067,899+683.2% | Added |
| Russell Investments Group, Ltd. | 1,217,098 | $65.4M | 0.10% | +31,863+2.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,105,022 | $59.4M | 0.41% | +68,656+6.6% | Added |
| Federated Hermes, Inc. | 1,080,590 | $58.1M | 0.13% | −203,715−15.9% | Reduced |
| AQR Capital Management LLC | 1,062,832 | $57.1M | 0.10% | −12,111−1.1% | Reduced |
| Canada Pension Plan Investment Board | 1,037,385 | $55.8M | 0.06% | −102,462−9.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,016,242 | $54.6M | 0.10% | +730,200+255.3% | Added |
| Allianz Asset Management GmbH | 995,525 | $53.5M | 0.09% | +576,419+137.5% | Added |
| Rhumbline Advisers | 992,109 | $53.3M | 0.05% | −3,293−0.3% | Reduced |
| Prudential Financial Inc | 983,091 | $52.8M | 0.07% | −319,176−24.5% | Reduced |
| Balyasny Asset Management LLC | 978,759 | $52.6M | 0.13% | +933,665+2,070.5% | Added |
| Worldquant Millennium Advisors LLC | 973,510 | $52.3M | 0.65% | +166,315+20.6% | Added |
| Marshall Wace, LLP | 972,937 | $52.3M | 0.09% | +972,937 | New |
| Energy Income Partners, LLC | 940,871 | $50.6M | 1.03% | −13,919−1.5% | Reduced |
| Zimmer Partners, LP | 932,505 | $50.1M | 1.09% | +882,505+1,765.0% | Added |
| LPL Financial LLC | 921,438 | $49.5M | 0.03% | +21,876+2.4% | Added |
| Squarepoint Ops LLC | 909,265 | $48.9M | 0.20% | +845,561+1,327.3% | Added |
| American Century Companies Inc | 904,522 | $48.6M | 0.03% | +140,075+18.3% | Added |
| Bank of Montreal | 784,599 | $45.4M | 0.02% | −109,458−12.2% | Reduced |
| National Bank of Canada | 810,413 | $44.9M | 0.08% | −241,295−22.9% | Reduced |
| Envestnet Asset Management Inc | 804,731 | $43.3M | 0.02% | −15,567−1.9% | Reduced |
| Credit Suisse AG | 796,682 | $42.8M | 0.04% | +6,273+0.8% | Added |
| State Board of Administration of Florida Retirement System | 622,975 | $42.0M | 0.10% | +25,119+4.2% | Added |
| SEI Investments Co | 764,063 | $41.1M | 0.06% | +23,267+3.1% | Added |
| Regions Financial Corp | 755,231 | $40.6M | 0.31% | +34,524+4.8% | Added |
| Voloridge Investment Management, LLC | 749,159 | $40.3M | 0.15% | −325,552−30.3% | Reduced |
| California State Teachers Retirement System | 740,156 | $39.8M | 0.05% | −28,451−3.7% | Reduced |
| LSP Investment Advisors, LLC | 702,000 | $37.7M | 20.34% | +702,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 691,665 | $37.2M | 0.05% | +94,997+15.9% | Added |
| Alliancebernstein L.P. | 674,606 | $36.3M | 0.01% | −117,241−14.8% | Reduced |
| Zurich Insurance Group Ltd | 662,755 | $35.6M | 0.33% | +662,755 | New |
| Aquatic Capital Management LLC | 651,600 | $35.0M | 1.14% | +577,000+773.5% | Added |
| Vaughan David Investments LLC | 645,958 | $34.7M | 0.86% | +16,360+2.6% | Added |
| ProShare Advisors LLC | 643,986 | $34.6M | 0.09% | +121,118+23.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 524,506 | $32.5M | 0.07% | −31,384−5.6% | Reduced |
| Raymond James & Associates | 601,578 | $32.3M | 0.02% | −69,593−10.4% | Reduced |
| Gabelli Funds LLC | 560,499 | $30.1M | 0.22% | −20,000−3.4% | Reduced |
| Thrivent Financial for Lutherans | 546,465 | $29.4M | 0.06% | +508,452+1,337.6% | Added |
| Point72 Asset Management, L.P. | 538,180 | $28.9M | 0.08% | +330,580+159.2% | Added |
| New York State Teachers Retirement System | 532,302 | $28.6M | 0.06% | −10,802−2.0% | Reduced |
| Tudor Investment Corp Et Al | 531,274 | $28.6M | 0.35% | +175,377+49.3% | Added |
| Cbre Clarion Securities LLC | 527,648 | $28.4M | 0.52% | +494,761+1,504.4% | Added |
| Manufacturers Life Insurance Company, The | 520,781 | $28.0M | 0.03% | −63,878−10.9% | Reduced |
| Lazard Asset Management LLC | 520,452 | $28.0M | 0.03% | +50,128+10.7% | Added |
| Old Republic International Corporation | 515,600 | $27.7M | 1.09% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 510,589 | $27.4M | 0.72% | −37,003−6.8% | Reduced |
| Bank of Nova Scotia | 494,224 | $26.6M | 0.05% | −219,062−30.7% | Reduced |
| Citigroup Inc | 493,733 | $26.5M | 0.03% | −225,185−31.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 488,722 | $26.3M | 1.23% | +488,722 | New |