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 |
|---|---|---|---|---|---|
| FJ Investments, LLC | 0 | $0 | 0.00% | −52,491−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −48,163−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −45,770−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −45,217−100.0% | Sold out |
| Schmidt P J Investment Management Inc | 0 | $0 | 0.00% | −36,128−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −23,138−100.0% | Sold out |
| Fox Hill Wealth Management | 0 | $0 | 0.00% | −18,861−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −16,931−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −16,598−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,897−100.0% | Sold out |
| Advocate Group LLC | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −11,276−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,999−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −10,958−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| Bigelow Investment Advisors, LLC | 0 | $0 | 0.00% | −7,801−100.0% | Sold out |
| Alpha Family Trust | 0 | $0 | 0.00% | −7,390−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −7,239−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −6,756−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −6,685−100.0% | Sold out |
| Truepoint, Inc. | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Northeast Financial Group, Inc. | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Wambolt & Associates, LLC | 0 | $0 | 0.00% | −6,135−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −5,707−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −5,126−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −4,788−100.0% | Sold out |
| Capital Management Associates, Inc | 0 | $0 | 0.00% | −4,697−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −4,536−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −4,454−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −4,296−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −4,208−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −4,195−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −4,047−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −3,885−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −3,812−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,747−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −3,697−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Davis R M Inc | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Panoramic Investment Advisors, LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| LCM Capital Management Inc | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| HTLF Bank | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −3,347−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Orgel Wealth Management, LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Windsor Capital Management, LLC | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,284−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Greenwood Gearhart Inc | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Davis Capital Management | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −246−100.0% | Sold out |