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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 674,606 | $36.3M | 0.01% | −117,241−14.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 691,665 | $37.2M | 0.05% | +94,997+15.9% | Added |
| LSP Investment Advisors, LLC | 702,000 | $37.7M | 20.34% | +702,000 | New |
| California State Teachers Retirement System | 740,156 | $39.8M | 0.05% | −28,451−3.7% | Reduced |
| Voloridge Investment Management, LLC | 749,159 | $40.3M | 0.15% | −325,552−30.3% | Reduced |
| Regions Financial Corp | 755,231 | $40.6M | 0.31% | +34,524+4.8% | Added |
| SEI Investments Co | 764,063 | $41.1M | 0.06% | +23,267+3.1% | Added |
| State Board of Administration of Florida Retirement System | 622,975 | $42.0M | 0.10% | +25,119+4.2% | Added |
| Credit Suisse AG | 796,682 | $42.8M | 0.04% | +6,273+0.8% | Added |
| Envestnet Asset Management Inc | 804,731 | $43.3M | 0.02% | −15,567−1.9% | Reduced |
| National Bank of Canada | 810,413 | $44.9M | 0.08% | −241,295−22.9% | Reduced |
| Bank of Montreal | 784,599 | $45.4M | 0.02% | −109,458−12.2% | Reduced |
| American Century Companies Inc | 904,522 | $48.6M | 0.03% | +140,075+18.3% | Added |
| Squarepoint Ops LLC | 909,265 | $48.9M | 0.20% | +845,561+1,327.3% | Added |
| LPL Financial LLC | 921,438 | $49.5M | 0.03% | +21,876+2.4% | Added |
| Zimmer Partners, LP | 932,505 | $50.1M | 1.09% | +882,505+1,765.0% | Added |
| Energy Income Partners, LLC | 940,871 | $50.6M | 1.03% | −13,919−1.5% | Reduced |
| Marshall Wace, LLP | 972,937 | $52.3M | 0.09% | +972,937 | New |
| Worldquant Millennium Advisors LLC | 973,510 | $52.3M | 0.65% | +166,315+20.6% | Added |
| Balyasny Asset Management LLC | 978,759 | $52.6M | 0.13% | +933,665+2,070.5% | Added |
| Prudential Financial Inc | 983,091 | $52.8M | 0.07% | −319,176−24.5% | Reduced |
| Rhumbline Advisers | 992,109 | $53.3M | 0.05% | −3,293−0.3% | Reduced |
| Allianz Asset Management GmbH | 995,525 | $53.5M | 0.09% | +576,419+137.5% | Added |
| Adage Capital Partners GP, L.L.C. | 1,016,242 | $54.6M | 0.10% | +730,200+255.3% | Added |
| Canada Pension Plan Investment Board | 1,037,385 | $55.8M | 0.06% | −102,462−9.0% | Reduced |
| AQR Capital Management LLC | 1,062,832 | $57.1M | 0.10% | −12,111−1.1% | Reduced |
| Federated Hermes, Inc. | 1,080,590 | $58.1M | 0.13% | −203,715−15.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,105,022 | $59.4M | 0.41% | +68,656+6.6% | Added |
| Russell Investments Group, Ltd. | 1,217,098 | $65.4M | 0.10% | +31,863+2.7% | Added |
| Verition Fund Management LLC | 1,224,198 | $65.8M | 0.63% | +1,067,899+683.2% | Added |
| APG Asset Management N.V. | 1,345,217 | $66.9M | 0.12% | +28,530+2.2% | Added |
| National Pension Service | 1,291,433 | $69.4M | 0.08% | +29,965+2.4% | Added |
| BNP Paribas Arbitrage, SA | 1,317,349 | $70.8M | 0.09% | +176,496+15.5% | Added |
| Jennison Associates LLC | 1,361,016 | $73.2M | 0.05% | −90,467−6.2% | Reduced |
| Citadel Advisors LLC | 1,404,056 | $75.5M | 0.07% | +1,264,231+904.2% | Added |
| Jupiter Asset Management Ltd | 1,493,634 | $80.3M | 0.77% | +1,493,634 | New |
| Pictet Asset Management Holding SA | 1,608,425 | $86.5M | 0.09% | −979,484−37.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,625,530 | $87.4M | 0.06% | +38,653+2.4% | Added |
| Swiss National Bank | 1,652,500 | $88.8M | 0.06% | −72,100−4.2% | Reduced |
| Deutsche Bank AG | 1,657,941 | $89.1M | 0.04% | +721,854+77.1% | Added |
| Ameriprise Financial Inc | 1,658,773 | $89.2M | 0.02% | −130,537−7.3% | Reduced |
| Dimensional Fund Advisors LP | 1,679,680 | $90.3M | 0.02% | +158,068+10.4% | Added |
| Barclays PLC | 1,802,729 | $96.9M | 0.04% | +69,008+4.0% | Added |
| Macquarie Group Ltd | 1,817,049 | $97.7M | 0.11% | +415,444+29.6% | Added |
| UBS Group AG | 1,847,774 | $99.3M | 0.03% | +756,442+69.3% | Added |
| First Trust Advisors LP | 1,852,777 | $99.6M | 0.10% | +92,108+5.2% | Added |
| Duff & Phelps Investment Management Co | 2,183,548 | $117.4M | 1.41% | +115,408+5.6% | Added |
| UBS Asset Management Americas Inc | 2,273,118 | $122.2M | 0.04% | +7,535+0.3% | Added |
| Millennium Management LLC | 2,333,797 | $125.4M | 0.11% | −2,000,769−46.2% | Reduced |
| Amundi | 2,396,429 | $128.8M | 0.06% | +1,084,434+82.7% | Added |
| HSBC Holdings PLC | 2,450,746 | $131.7M | 0.09% | +1,480,466+152.6% | Added |
| Principal Financial Group Inc | 2,584,554 | $138.9M | 0.08% | −356,057−12.1% | Reduced |
| Nuveen Asset Management, LLC | 2,447,554 | $140.4M | 0.04% | −717,487−22.7% | Reduced |
| Nordea Investment Management AB | 2,825,061 | $151.5M | 0.18% | −129,846−4.4% | Reduced |
| Royal Bank of Canada | 2,931,743 | $157.6M | 0.04% | −5,622,842−65.7% | Reduced |
| Qube Research & Technologies Ltd | 2,947,072 | $158.4M | 0.29% | +2,469,991+517.7% | Added |
| Magellan Asset Management Ltd | 2,993,786 | $160.9M | 1.54% | +213,722+7.7% | Added |
| Man Group plc | 3,129,635 | $168.2M | 0.45% | +2,302,689+278.5% | Added |
| Charles Schwab Investment Management Inc | 3,210,539 | $172.6M | 0.04% | +39,076+1.2% | Added |
| FMR LLC | 3,376,588 | $181.5M | 0.01% | +1,413,703+72.0% | Added |
| Capital Research Global Investors | 3,380,610 | $181.7M | 0.04% | +1,6720.0% | Added |
| California Public Employees Retirement System | 3,460,906 | $186.0M | 0.13% | +105,570+3.1% | Added |
| Bank of New York Mellon Corp | 3,838,266 | $206.3M | 0.04% | −243,967−6.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,186,101 | $223.3M | 0.51% | +74,690+1.8% | Added |
| Bank of America Corp | 4,818,408 | $259.0M | 0.03% | +312,741+6.9% | Added |
| Franklin Resources Inc | 5,114,855 | $274.9M | 0.09% | +2,661,887+108.5% | Added |
| Northern Trust Corp | 5,250,866 | $282.2M | 0.05% | −297,039−5.4% | Reduced |
| Goldman Sachs Group Inc | 5,452,467 | $293.1M | 0.06% | −1,343,301−19.8% | Reduced |
| Legal & General Group Plc | 5,631,095 | $302.7M | 0.09% | +54,651+1.0% | Added |
| Invesco Ltd. | 6,069,829 | $326.3M | 0.07% | +687,981+12.8% | Added |
| Wells Fargo & Company | 6,247,529 | $335.8M | 0.09% | −876,683−12.3% | Reduced |
| Price T Rowe Associates Inc | 7,552,625 | $406.0M | 0.05% | +6,684,499+770.0% | Added |
| Victory Capital Management Inc | 8,068,633 | $433.7M | 0.42% | +302,585+3.9% | Added |
| Morgan Stanley | 8,990,898 | $483.3M | 0.04% | +2,981,348+49.6% | Added |
| Geode Capital Management, LLC | 13,847,411 | $744.3M | 0.07% | +604,912+4.6% | Added |
| Aristotle Capital Management, LLC | 14,205,589 | $763.6M | 1.42% | +190,236+1.4% | Added |
| Massachusetts Financial Services Co | 17,205,532 | $924.8M | 0.28% | −2,788,766−13.9% | Reduced |
| JPMorgan Chase & Co | 19,421,552 | $1.04B | 0.09% | −2,052,310−9.6% | Reduced |
| State Street Corp | 32,611,963 | $1.77B | 0.08% | +3,183,285+10.8% | Added |
| BlackRock Inc. | 48,835,443 | $2.62B | 0.06% | −1,152,136−2.3% | Reduced |
| Vanguard Group Inc | 72,097,430 | $3.88B | 0.08% | +107,599+0.1% | Added |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −749,064−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −734,700−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −237,627−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −200,001−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −183,572−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −139,291−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −136,000−100.0% | Sold out |
| Mattern Capital Management, LLC | 0 | $0 | 0.00% | −122,639−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −120,690−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −117,074−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −103,620−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −98,291−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −94,900−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −89,244−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −84,845−100.0% | Sold out |
| Asset Planning Services Inc | 0 | $0 | 0.00% | −83,163−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −69,665−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −58,644−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −55,700−100.0% | Sold out |