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 |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $430 | 0.00% | −100−92.6% | Reduced |
| WestEnd Advisors, LLC | 9 | $484 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $645 | 0.00% | +5+71.4% | Added |
| West Paces Advisors Inc. | 13 | $699 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $968 | 0.00% | −172−90.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 64,469 | $1.21K | 0.06% | +64,469 | New |
| Trifecta Capital Advisors, LLC | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 29 | $1.54K | 0.00% | +25+625.0% | Added |
| DiNuzzo Private Wealth, Inc. | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $1.61K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 31 | $1.64K | 0.00% | +16+106.7% | Added |
| SJS Investment Consulting Inc. | 31 | $1.67K | 0.00% | −7−18.4% | Reduced |
| TFC Financial Management | 35 | $1.88K | 0.00% | −7−16.7% | Reduced |
| Benjamin Edwards Inc | 34 | $2.00K | 0.00% | −57,105−99.9% | Reduced |
| Penserra Capital Management LLC | 45 | $2.00K | 0.00% | −2,509−98.2% | Reduced |
| Avion Wealth | 27 | $2.00K | 0.00% | −24−47.1% | Reduced |
| Dunhill Financial, LLC | 42 | $2.24K | 0.00% | +7+20.0% | Added |
| Tortoise Investment Management, LLC | 44 | $2.37K | 0.00% | +5+12.8% | Added |
| Granite FO LLC | 39 | $2.37K | 0.00% | +39 | New |
| Anchor Investment Management, LLC | 48 | $2.58K | 0.00% | +17+54.8% | Added |
| LRI Investments, LLC | 53 | $2.85K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 57 | $3.06K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 58 | $3.12K | 0.00% | −1,775−96.8% | Reduced |
| Continuum Advisory, LLC | 57 | $3.12K | 0.00% | +57 | New |
| Carolinas Wealth Consulting LLC | 61 | $3.33K | 0.00% | −28−31.5% | Reduced |
| Salem Investment Counselors Inc | 62 | $3.37K | 0.00% | +62 | New |
| Jamison Private Wealth Management, Inc. | 65 | $3.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 71 | $3.82K | 0.00% | +71 | New |
| Pittenger & Anderson Inc | 72 | $3.87K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 73 | $3.92K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 73 | $3.93K | 0.01% | −84−53.5% | Reduced |
| Northwest Investment Counselors, LLC | 75 | $4.03K | 0.00% | +75 | New |
| Central Pacific Bank - Trust Division | 76 | $4.05K | 0.00% | +76 | New |
| Gradient Investments LLC | 77 | $4.14K | 0.00% | −9,042−99.2% | Reduced |
| Valued Wealth Advisors LLC | 78 | $4.22K | 0.00% | −3−3.7% | Reduced |
| First United Bank Trust | 80 | $4.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $4.36K | 0.00% | −8−9.0% | Reduced |
| Aspect Partners, LLC | 82 | $4.41K | 0.00% | −9−9.9% | Reduced |
| MCF Advisors LLC | 89 | $4.78K | 0.00% | +50+128.2% | Added |
| Opal Wealth Advisors, LLC | 89 | $4.78K | 0.00% | +89 | New |
| Eagle Bay Advisors LLC | 90 | $4.89K | 0.00% | −6−6.3% | Reduced |
| Red Tortoise LLC | 95 | $5.11K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 98 | $5.27K | 0.00% | +98 | New |
| Duncker Streett & Co Inc | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $5.41K | 0.00% | +100 | New |
| Horizons Wealth Management | 89 | $5.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 90 | $5.59K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 109 | $5.86K | 0.00% | +109 | New |
| Financial Management Professionals, Inc. | 119 | $6.00K | 0.00% | −1,029−89.6% | Reduced |
| Oakworth Capital, Inc. | 121 | $6.50K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 124 | $6.67K | 0.00% | −5,353−97.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 134 | $7.23K | 0.00% | +1+0.8% | Added |
| Kelly Financial Services LLC | 170 | $9.15K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 183 | $9.84K | 0.00% | −677,348−100.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $10.3K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 193 | $10.3K | 0.00% | +193 | New |
| Stuart Chaussee & Associates, Inc. | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 206 | $11.1K | 0.01% | +206 | New |
| Private Wealth Management Group, LLC | 207 | $11.1K | 0.01% | −59−22.2% | Reduced |
| Richard W. Paul & Associates, LLC | 210 | $11.3K | 0.00% | −4−1.9% | Reduced |
| Loomis Sayles & Co L P | 224 | $12.0K | 0.00% | −414−64.9% | Reduced |
| GW&K Investment Management, LLC | 226 | $12.0K | 0.00% | +9+4.1% | Added |
| Global Wealth Strategies & Associates | 228 | $12.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 230 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $12.4K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 236 | $12.7K | 0.00% | +3+1.3% | Added |
| Nemes Rush Group LLC | 237 | $12.7K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 238 | $12.8K | 0.00% | −44−15.6% | Reduced |
| Tyler-Stone Wealth Management | 250 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $13.4K | 0.00% | +250 | New |
| Gables Capital Management Inc. | 264 | $14.2K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 265 | $14.3K | 0.00% | −170−39.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 267 | $14.4K | 0.01% | +267 | New |
| Country Trust Bank | 276 | $14.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $15.3K | 0.00% | −62−18.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 287 | $15.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 300 | $16.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $16.1K | 0.00% | +268+837.5% | Added |
| Valley National Advisers Inc | 320 | $17.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $17.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 334 | $18.0K | 0.00% | −44−11.6% | Reduced |
| Union Savings Bank | 347 | $18.7K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $19.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 384 | $21.0K | 0.00% | −49−11.3% | Reduced |
| Criterion Capital Advisors, LLC | 396 | $21.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 407 | $21.9K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 408 | $21.9K | 0.02% | +408 | New |
| Tanglewood Legacy Advisors, LLC | 410 | $22.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 380 | $23.5K | 0.00% | 00.0% | Unchanged |