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 |
|---|---|---|---|---|---|
| McCarthy Grittinger Financial Group, LLC | 460 | $24.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 465 | $25.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 473 | $25.4K | 0.01% | +150+46.4% | Added |
| Westside Investment Management, Inc. | 492 | $26.4K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 494 | $26.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $26.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 500 | $26.9K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 500 | $26.9K | 0.02% | −483−49.1% | Reduced |
| Canopy Partners, LLC | 509 | $27.4K | 0.01% | −4,098−89.0% | Reduced |
| Catalyst Capital Advisors LLC | 525 | $28.2K | 0.00% | +7+1.4% | Added |
| Luken Investment Analytics, LLC | 526 | $28.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 533 | $28.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 546 | $29.4K | 0.01% | −21,440−97.5% | Reduced |
| Adirondack Trust Co | 562 | $30.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $30.9K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $31.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 611 | $32.0K | 0.00% | −1,571−72.0% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $32.3K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 605 | $33.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 621 | $33.4K | 0.01% | −116−15.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 630 | $33.9K | 0.01% | −386−38.0% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $35.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 639 | $35.7K | 0.00% | −578−47.5% | Reduced |
| Bruce G. Allen Investments, LLC | 667 | $35.9K | 0.03% | −2,410−78.3% | Reduced |
| Tradewinds Capital Management, LLC | 672 | $36.1K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 696 | $37.0K | 0.02% | +6+0.9% | Added |
| McIlrath & Eck, LLC | 690 | $37.1K | 0.01% | +6+0.9% | Added |
| Capital Advisors, Ltd. LLC | 698 | $38.0K | 0.00% | −151−17.8% | Reduced |
| Bell Investment Advisors, Inc | 727 | $39.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 728 | $39.1K | 0.00% | +140+23.8% | Added |
| Emfo, LLC | 745 | $40.0K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 766 | $41.2K | 0.00% | +6+0.8% | Added |
| Deseret Mutual Benefit Administrators | 772 | $41.5K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $43.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $44.0K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 843 | $45.3K | 0.00% | +84+11.1% | Added |
| CoreCap Advisors, LLC | 846 | $45.5K | 0.00% | +846 | New |
| Banque Cantonale Vaudoise | 882 | $47.0K | 0.00% | −340−27.8% | Reduced |
| Caldwell Trust Co | 884 | $47.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 888 | $47.7K | 0.01% | −55−5.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 902 | $48.5K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 914 | $49.7K | 0.01% | −218−19.3% | Reduced |
| Leonteq Securities AG | 925 | $49.7K | 0.01% | −856−48.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 929 | $50.3K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 947 | $50.9K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 955 | $51.3K | 0.01% | −40−4.0% | Reduced |
| Insight Financial Services | 956 | $51.4K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $51.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $51.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 988 | $53.1K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,018 | $54.2K | 0.04% | +1,018 | New |
| Carmichael Hill & Associates, Inc. | 1,030 | $55.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $55.4K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,059 | $56.9K | 0.03% | +10+1.0% | Added |
| Massmutual Trust Co FSB | 1,060 | $57.0K | 0.00% | −561−34.6% | Reduced |
| North Star Investment Management Corp. | 1,085 | $58.3K | 0.00% | +29+2.7% | Added |
| WFA Asset Management Corp | 1,131 | $60.8K | 0.03% | +10+0.9% | Added |
| Winch Advisory Services, LLC | 1,161 | $62.4K | 0.02% | +10+0.9% | Added |
| BKM Wealth Management, LLC | 1,192 | $64.1K | 0.03% | +36+3.1% | Added |
| Sunbelt Securities, Inc. | 1,200 | $64.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,222 | $65.7K | 0.01% | +4+0.3% | Added |
| NBT Bank N A | 1,263 | $67.9K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,262 | $68.5K | 0.01% | +262+26.2% | Added |
| IAG Wealth Partners, LLC | 1,276 | $68.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,292 | $69.4K | 0.01% | +19+1.5% | Added |
| City State Bank | 1,316 | $71.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,316 | $71.0K | 0.05% | +1,007+325.9% | Added |
| Bartlett & Co. Wealth Management LLC | 1,341 | $72.8K | 0.00% | +100+8.1% | Added |
| Trust Co of Vermont | 1,355 | $72.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,363 | $73.2K | 0.05% | −323−19.2% | Reduced |
| Hanson & Doremus Investment Management | 1,459 | $78.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,497 | $80.5K | 0.02% | −120−7.4% | Reduced |
| Colonial Trust Advisors | 1,497 | $80.5K | 0.01% | −45−2.9% | Reduced |
| Alta Advisers Ltd | 1,500 | $80.6K | 0.04% | 00.0% | Unchanged |
| Peoples Bank | 1,531 | $82.3K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,578 | $84.8K | 0.02% | −110−6.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,578 | $84.8K | 0.02% | −13−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,569 | $85.2K | 0.03% | +196+14.3% | Added |
| PSI Advisors, LLC | 1,585 | $85.2K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,602 | $86.1K | 0.01% | +168+11.7% | Added |
| Bank of New Hampshire | 1,629 | $87.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,660 | $89.2K | 0.00% | −41−2.4% | Reduced |
| Parkside Financial Bank & Trust | 1,688 | $90.7K | 0.01% | −198−10.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $91.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 1,700 | $91.4K | 0.00% | −2−0.1% | Reduced |
| Front Row Advisors LLC | 1,688 | $91.7K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $92.1K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 1,747 | $93.9K | 0.00% | −300−14.7% | Reduced |
| Vestor Capital, LLC | 1,771 | $95.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $96.8K | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,765 | $97.0K | 0.00% | −6,000−77.3% | Reduced |
| LGT Financial Advisors LLC | 1,874 | $100.7K | 0.12% | −84−4.3% | Reduced |
| Chilton Capital Management LLC | 2,000 | $107.5K | 0.01% | −1,247−38.4% | Reduced |
| Scarborough Advisors, LLC | 2,018 | $108.5K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,046 | $110.0K | 0.04% | −1,473−41.9% | Reduced |
| St Germain D J Co Inc | 2,051 | $110.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,103 | $113.0K | 0.10% | −46−2.1% | Reduced |
| Sound Income Strategies, LLC | 2,188 | $117.6K | 0.01% | 00.0% | Unchanged |