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 |
|---|---|---|---|---|---|
| FFT Wealth Management LLC | 4,549 | $244.5K | 0.02% | +900+24.7% | Added |
| RMB Capital Management, LLC | 4,565 | $245.5K | 0.01% | −475−9.4% | Reduced |
| Triumph Capital Management | 4,636 | $247.0K | 0.10% | +617+15.4% | Added |
| Venture Visionary Partners LLC | 4,601 | $247.3K | 0.01% | −859−15.7% | Reduced |
| PrairieView Partners, LLC | 4,621 | $249.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,634 | $249.1K | 0.02% | −269−5.5% | Reduced |
| Systematic Portfolios LLC | 2,144 | $249.2K | 0.86% | −3,228−60.1% | Reduced |
| Nomura Holdings Inc | 4,651 | $250.0K | 0.00% | −6,467−58.2% | Reduced |
| Axxcess Wealth Management, LLC | 4,709 | $253.1K | 0.01% | +28+0.6% | Added |
| Buckingham Strategic Partners | 4,710 | $253.2K | 0.01% | +4,710 | New |
| Ritholtz Wealth Management | 4,711 | $253.2K | 0.01% | +4,711 | New |
| Headinvest, LLC | 4,767 | $256.2K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,776 | $256.7K | 0.08% | +985+26.0% | Added |
| Danske Bank A/S | 4,799 | $257.9K | 0.00% | +4,799 | New |
| GHP Investment Advisors, Inc. | 4,809 | $258.5K | 0.01% | +1,528+46.6% | Added |
| Proequities, Inc. | 4,791 | $260.1K | 0.02% | +16+0.3% | Added |
| GTS Securities LLC | 4,868 | $261.7K | 0.01% | −3,035−38.4% | Reduced |
| Rosenberg Matthew Hamilton | 4,918 | $262.0K | 0.08% | −642−11.5% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $264.3K | 0.07% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $265.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,932 | $265.1K | 0.01% | −171−3.4% | Reduced |
| Glenview Trust Co | 4,935 | $265.3K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,926 | $267.4K | 0.02% | −52−1.0% | Reduced |
| Adviser Investments LLC | 4,978 | $267.6K | 0.00% | +4+0.1% | Added |
| Quantum Financial Advisors, LLC | 5,045 | $271.2K | 0.05% | +519+11.5% | Added |
| RSM US Wealth Management LLC | 5,047 | $271.3K | 0.01% | +37+0.7% | Added |
| Eqis Capital Management, Inc. | 5,060 | $272.0K | 0.02% | −1,354−21.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,062 | $272.1K | 0.13% | −171−3.3% | Reduced |
| Evergreen Capital Management LLC | 5,012 | $272.5K | 0.01% | −1,613−24.3% | Reduced |
| Trueblood Wealth Management, LLC | 5,105 | $274.4K | 0.16% | +88+1.8% | Added |
| Avestar Capital, LLC | 5,109 | $274.6K | 0.03% | −319−5.9% | Reduced |
| Heritage Trust Co | 5,133 | $275.9K | 0.04% | −114−2.2% | Reduced |
| Mutual Advisors, LLC | 5,143 | $276.5K | 0.01% | +1,437+38.8% | Added |
| Farmers & Merchants Investments Inc | 5,178 | $278.3K | 0.01% | −4,797−48.1% | Reduced |
| Centre Asset Management, LLC | 5,187 | $279.0K | 0.07% | −182−3.4% | Reduced |
| Secured Retirement Advisors, LLC | 5,195 | $279.2K | 0.24% | +343+7.1% | Added |
| Nations Financial Group Inc, | 5,226 | $280.9K | 0.02% | +5+0.1% | Added |
| Lakeridge Wealth Management LLC | 5,264 | $282.9K | 0.18% | +1,692+47.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,262 | $284.4K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,304 | $285.1K | 0.10% | +1,174+28.4% | Added |
| Sandy Spring Bank | 5,308 | $285.3K | 0.01% | +1,016+23.7% | Added |
| Stock Yards Bank & Trust Co | 5,316 | $285.7K | 0.01% | −854−13.8% | Reduced |
| Merit Financial Group, LLC | 5,284 | $286.7K | 0.01% | +1,881+55.3% | Added |
| Concord Wealth Partners | 5,345 | $287.3K | 0.05% | +150+2.9% | Added |
| Charter Trust Co | 5,389 | $289.7K | 0.02% | −300−5.3% | Reduced |
| Park Place Capital Corp | 5,394 | $289.9K | 0.10% | −1,532−22.1% | Reduced |
| HB Wealth Management, LLC | 5,395 | $290.0K | 0.00% | −10,070−65.1% | Reduced |
| RFG Advisory, LLC | 5,397 | $290.1K | 0.01% | −119−2.2% | Reduced |
| RDA Financial Network | 5,397 | $290.1K | 0.10% | 00.0% | Unchanged |
| James Hambro & Partners | 5,400 | $290.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,415 | $291.1K | 0.02% | −2,112−28.1% | Reduced |
| Tyche Wealth Partners LLC | 5,448 | $292.8K | 0.07% | −3,081−36.1% | Reduced |
| Brookstone Capital Management | 5,448 | $292.8K | 0.01% | −695−11.3% | Reduced |
| Nicollet Investment Management, Inc. | 5,464 | $294.0K | 0.11% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,479 | $294.5K | 0.02% | −15−0.3% | Reduced |
| Independent Advisor Alliance | 5,513 | $296.3K | 0.01% | −694−11.2% | Reduced |
| Stratos Wealth Partners, LTD. | 5,522 | $296.9K | 0.00% | −1,345−19.6% | Reduced |
| Corundum Group, Inc. | 5,523 | $296.9K | 0.14% | −157−2.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 5,527 | $297.1K | 0.03% | +172+3.2% | Added |
| XTX Topco Ltd | 5,535 | $297.5K | 0.04% | +5,535 | New |
| First Commonwealth Financial Corp | 5,544 | $298.0K | 0.08% | −125−2.2% | Reduced |
| Old National Bancorp | 5,544 | $298.0K | 0.01% | −551−9.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,575 | $299.7K | 0.03% | −6,477−53.7% | Reduced |
| First Horizon Advisors, Inc. | 5,582 | $300.1K | 0.01% | +509+10.0% | Added |
| Synovus Financial Corp | 5,592 | $300.6K | 0.00% | −132−2.3% | Reduced |
| CAPROCK Group, Inc. | 5,552 | $301.6K | 0.02% | −1,964−26.1% | Reduced |
| Meritage Group LP | 5,666 | $305.0K | 0.01% | +1,397+32.7% | Added |
| Old Second National Bank of Aurora | 5,698 | $306.3K | 0.08% | −1,000−14.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,734 | $308.2K | 0.00% | +2,416+72.8% | Added |
| Alley Investment Management Company, LLC | 5,756 | $309.4K | 0.04% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,774 | $310.4K | 0.02% | +5,774 | New |
| Spire Wealth Management | 5,786 | $311.0K | 0.01% | −546−8.6% | Reduced |
| Hills Bank & Trust Co | 5,796 | $311.5K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,822 | $313.0K | 0.06% | −120−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 5,893 | $316.7K | 0.00% | −6,180−51.2% | Reduced |
| Smith Anglin Financial, LLC | 5,996 | $322.3K | 0.03% | +714+13.5% | Added |
| Ameritas Advisory Services, LLC | 5,996 | $322.4K | 0.01% | +5,996 | New |
| Integris Wealth Management, LLC | 6,000 | $322.5K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,012 | $323.1K | 0.04% | +6,012 | New |
| Goelzer Investment Management, Inc. | 6,050 | $325.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,108 | $326.0K | 0.06% | +52+0.9% | Added |
| Lincoln National Corp | 6,082 | $326.9K | 0.01% | +783+14.8% | Added |
| Ingalls & Snyder LLC | 6,198 | $333.0K | 0.01% | −350−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 6,239 | $335.2K | 0.03% | +4+0.1% | Added |
| Level Four Advisory Services, LLC | 5,431 | $336.2K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,263 | $336.7K | 0.05% | +315+5.3% | Added |
| Townsend & Associates, Inc | 6,148 | $339.8K | 0.04% | +7+0.1% | Added |
| Stephens Inc | 6,332 | $340.4K | 0.01% | −972−13.3% | Reduced |
| Fundamentun, LLC | 6,378 | $342.8K | 0.03% | +256+4.2% | Added |
| Chicago Partners Investment Group LLC | 6,215 | $343.5K | 0.01% | −34−0.5% | Reduced |
| David Loasby | 6,362 | $345.9K | 0.04% | +2,277+55.7% | Added |
| Longfellow Investment Management Co LLC | 6,447 | $346.5K | 0.08% | +48+0.8% | Added |
| Capital Investment Advisors, LLC | 6,450 | $346.7K | 0.01% | +919+16.6% | Added |
| PFG Investments, LLC | 6,459 | $347.2K | 0.02% | +252+4.1% | Added |
| Checchi Capital Advisers, LLC | 6,475 | $348.0K | 0.03% | −432−6.3% | Reduced |
| Snowden Capital Advisors LLC | 6,514 | $353.7K | 0.01% | −138−2.1% | Reduced |
| Meeder Advisory Services, Inc. | 6,624 | $356.0K | 0.04% | −214−3.1% | Reduced |
| Spirit of America Management Corp | 6,700 | $360.1K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,739 | $362.2K | 0.01% | −1,681−20.0% | Reduced |
| Affiance Financial, LLC | 6,752 | $362.9K | 0.10% | 00.0% | Unchanged |