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 |
|---|---|---|---|---|---|
| Christopher J. Hasenberg, Inc | 2,194 | $117.9K | 0.06% | +2,194 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $121.6K | 0.00% | −10.0% | Reduced |
| Marquette Asset Management, LLC | 2,300 | $123.6K | 0.02% | +790+52.3% | Added |
| Mather Group, LLC. | 2,023 | $125.2K | 0.00% | +2,023 | New |
| Riverview Trust Co | 2,333 | $125.4K | 0.10% | +2,333 | New |
| Umb Bank N A | 2,343 | $125.9K | 0.00% | −2,621−52.8% | Reduced |
| Colonial Trust Co | 2,354 | $126.5K | 0.02% | −49−2.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $127.7K | 0.05% | 00.0% | Unchanged |
| Washington Trust Co | 2,383 | $128.1K | 0.00% | −62−2.5% | Reduced |
| Smithfield Trust Co | 2,401 | $129.0K | 0.01% | −305−11.3% | Reduced |
| JNBA Financial Advisors | 2,458 | $132.1K | 0.01% | −158−6.0% | Reduced |
| Lindbrook Capital, LLC | 2,482 | $133.4K | 0.01% | −1,145−31.6% | Reduced |
| Founders Capital Management | 2,500 | $134.4K | 0.09% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,546 | $135.0K | 0.03% | +543+27.1% | Added |
| Motco | 2,517 | $135.3K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 2,504 | $135.9K | 0.02% | +1,401+127.0% | Added |
| Hilltop National Bank | 2,554 | $137.3K | 0.05% | +2,554 | New |
| EntryPoint Capital, LLC | 2,584 | $138.9K | 0.12% | +2,584 | New |
| Whittier Trust Co | 2,641 | $142.0K | 0.00% | +411+18.4% | Added |
| CVA Family Office, LLC | 2,851 | $153.2K | 0.03% | +335+13.3% | Added |
| Trust Co | 2,882 | $154.9K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,905 | $156.1K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,908 | $156.3K | 0.00% | −156,208−98.2% | Reduced |
| Private Trust Co NA | 3,201 | $172.1K | 0.02% | −152−4.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,201 | $172.1K | 0.04% | +14+0.4% | Added |
| Larson Financial Group LLC | 3,227 | $173.5K | 0.01% | −182−5.3% | Reduced |
| Lummis Asset Management, LP | 3,283 | $176.5K | 0.24% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,375 | $181.4K | 0.02% | −10,634−75.9% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $182.8K | 0.08% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,407 | $183.1K | 0.03% | +25+0.7% | Added |
| Farther Finance Advisors, LLC | 3,523 | $187.7K | 0.01% | +139+4.1% | Added |
| CoreFirst Bank & Trust | 3,559 | $191.3K | 0.12% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,600 | $193.5K | 0.15% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,657 | $196.6K | 0.00% | +327+9.8% | Added |
| First Business Financial Services, Inc. | 3,737 | $200.9K | 0.02% | −250−6.3% | Reduced |
| SpiderRock Advisors, LLC | 3,870 | $201.4K | 0.01% | +3,870 | New |
| Scissortail Wealth Management, LLC | 3,749 | $201.5K | 0.05% | −11,058−74.7% | Reduced |
| Aigen Investment Management, LP | 3,767 | $202.5K | 0.04% | +3,767 | New |
| Cidel Asset Management Inc | 3,772 | $202.7K | 0.02% | +231+6.5% | Added |
| Williams Jones Wealth Management, LLC. | 3,775 | $202.9K | 0.00% | −1,135−23.1% | Reduced |
| SCP Investment, LP | 3,800 | $204.3K | 0.13% | +3,800 | New |
| Planning Center, Inc. | 3,806 | $204.6K | 0.04% | −2−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 3,812 | $204.9K | 0.02% | −76−2.0% | Reduced |
| Austin Private Wealth, LLC | 3,789 | $204.9K | 0.02% | +2+0.1% | Added |
| Lazari Capital Management, Inc. | 3,816 | $205.1K | 0.11% | +118+3.2% | Added |
| Moody National Bank Trust Division | 3,820 | $205.3K | 0.02% | +266+7.5% | Added |
| Chesley Taft & Associates LLC | 3,851 | $207.0K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,853 | $207.1K | 0.01% | +8+0.2% | Added |
| TCG Advisory Services, LLC | 3,866 | $207.8K | 0.01% | +54+1.4% | Added |
| Alpha Cubed Investments, LLC | 3,889 | $209.0K | 0.01% | +3,889 | New |
| Peak Asset Management, LLC | 3,896 | $209.4K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 3,905 | $209.9K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,931 | $211.3K | 0.11% | 00.0% | Unchanged |
| Numerai GP LLC | 3,943 | $211.9K | 0.09% | +3,943 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $212.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,962 | $213.0K | 0.03% | −613−13.4% | Reduced |
| Carlson Capital Management | 3,970 | $213.4K | 0.01% | −8,115−67.1% | Reduced |
| Lantz Financial LLC | 3,977 | $213.8K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $213.9K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,950 | $214.8K | 0.02% | −1,288−24.6% | Reduced |
| USAdvisors Wealth Management, LLC | 4,044 | $215.0K | 0.08% | +21+0.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $215.0K | 0.02% | 00.0% | Unchanged |
| Kure Advisory, LLC | 4,003 | $215.1K | 0.18% | −2,289−36.4% | Reduced |
| Congress Wealth Management LLC | 4,017 | $215.9K | 0.00% | +4,017 | New |
| Wesbanco Bank Inc | 4,059 | $218.2K | 0.01% | −268−6.2% | Reduced |
| Vinva Investment Management Ltd | 4,060 | $218.2K | 0.01% | +4,060 | New |
| Johnson Investment Counsel Inc | 4,066 | $218.5K | 0.00% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,079 | $219.2K | 0.12% | +675+19.8% | Added |
| Samalin Investment Counsel, LLC | 4,096 | $220.1K | 0.10% | +19+0.5% | Added |
| nVerses Capital, LLC | 4,100 | $220.4K | 0.53% | +4,100 | New |
| Destination Wealth Management | 4,124 | $221.7K | 0.01% | −434−9.5% | Reduced |
| Invesco, LLC | 4,144 | $222.7K | 0.09% | +361+9.5% | Added |
| Pitcairn Co | 4,172 | $224.2K | 0.01% | +4,172 | New |
| Lake Street Advisors Group, LLC | 4,139 | $225.0K | 0.01% | −1,438−25.8% | Reduced |
| Tradewinds, LLC. | 4,201 | $225.8K | 0.20% | +4,201 | New |
| TCI Wealth Advisors, Inc. | 4,204 | $226.0K | 0.02% | −29−0.7% | Reduced |
| DORVAL Corp | 4,290 | $226.1K | 0.10% | −842−16.4% | Reduced |
| Gateway Wealth Partners, LLC | 4,231 | $227.4K | 0.08% | −1,140−21.2% | Reduced |
| Manchester Capital Management LLC | 4,261 | $229.0K | 0.03% | +1,630+62.0% | Added |
| South State Corp. | 4,268 | $229.4K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 4,272 | $229.6K | 0.04% | +516+13.7% | Added |
| Global Retirement Partners, LLC | 4,290 | $230.6K | 0.01% | +510+13.5% | Added |
| Buska Wealth Management, LLC | 4,291 | $230.6K | 0.10% | +4,291 | New |
| Parallel Advisors, LLC | 4,320 | $232.2K | 0.01% | −1,349−23.8% | Reduced |
| Jones Financial Companies LLLP | 4,334 | $233.0K | 0.00% | −100−2.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,358 | $234.3K | 0.01% | +357+8.9% | Added |
| Warwick Investment Management, Inc. | 4,377 | $235.3K | 0.06% | −151−3.3% | Reduced |
| Eastern Bank | 4,382 | $235.5K | 0.01% | +80+1.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,383 | $235.6K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,385 | $235.7K | 0.18% | +4,385 | New |
| Welch Group, LLC | 4,400 | $236.5K | 0.01% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,402 | $236.6K | 0.04% | −103−2.3% | Reduced |
| Kozak & Associates, Inc. | 4,250 | $237.4K | 0.06% | +56+1.3% | Added |
| NBC Securities, Inc. | 4,434 | $238.0K | 0.02% | −2,797−38.7% | Reduced |
| Csenge Advisory Group | 4,429 | $238.0K | 0.01% | −94−2.1% | Reduced |
| Montag A & Associates Inc | 4,422 | $240.1K | 0.01% | −410−8.5% | Reduced |
| Ci Investments Inc. | 4,480 | $241.0K | 0.00% | +1,236+38.1% | Added |
| InterOcean Capital Group, LLC | 4,499 | $241.8K | 0.01% | +4,499 | New |
| Ashton Thomas Private Wealth, LLC | 4,504 | $242.1K | 0.01% | −433−8.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,524 | $243.2K | 0.01% | +4,524 | New |