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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 11,832 | $636.0K | 0.02% | −173−1.4% | Reduced |
| Petrus Trust Company, LTA | 11,848 | $636.8K | 0.06% | +11,848 | New |
| Amarillo National Bank | 12,050 | $647.7K | 0.12% | +485+4.2% | Added |
| CWA Asset Management Group, LLC | 12,208 | $656.2K | 0.04% | +5,746+88.9% | Added |
| Parallax Volatility Advisers, L.P. | 12,248 | $658.3K | 0.02% | +12,248 | New |
| Commerzbank Aktiengesellschaft | 12,423 | $668.0K | 0.02% | +12,423 | New |
| EP Wealth Advisors, LLC | 12,477 | $670.6K | 0.01% | +1,224+10.9% | Added |
| Degroof Petercam Asset Management | 12,500 | $671.9K | 0.01% | −2,500−16.7% | Reduced |
| Stoneridge Investment Partners LLC | 12,638 | $679.0K | 0.26% | +12,638 | New |
| Raymond James Trust N.A. | 12,652 | $680.1K | 0.02% | +1,697+15.5% | Added |
| Finer Wealth Management, Inc. | 12,750 | $685.3K | 0.45% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,633 | $686.0K | 0.03% | +12,633 | New |
| Resolution Capital Ltd | 12,780 | $686.9K | 0.01% | +12,780 | New |
| Quest Partners LLC | 12,799 | $687.9K | 0.12% | +12,799 | New |
| KLCM Advisors, Inc. | 12,839 | $690.1K | 0.09% | 00.0% | Unchanged |
| Bell Bank | 13,079 | $703.0K | 0.06% | +20.0% | Added |
| Pallas Capital Advisors LLC | 13,111 | $704.7K | 0.03% | +914+7.5% | Added |
| FourThought Financial Partners, LLC | 13,181 | $708.5K | 0.08% | −1,231−8.5% | Reduced |
| Raleigh Capital Management Inc. | 13,407 | $720.6K | 0.31% | −2,053−13.3% | Reduced |
| Ballentine Partners, LLC | 13,467 | $723.9K | 0.01% | −2,776−17.1% | Reduced |
| United Capital Financial Advisers, LLC | 13,498 | $725.5K | 0.01% | −10,532−43.8% | Reduced |
| Exchange Traded Concepts, LLC | 13,723 | $737.6K | 0.02% | +12,764+1,331.0% | Added |
| Winton Group Ltd | 13,725 | $737.7K | 0.05% | +13,725 | New |
| Tiaa Trust, National Association | 13,769 | $740.1K | 0.00% | +53+0.4% | Added |
| Vident Advisory, LLC | 13,772 | $740.3K | 0.02% | +5,819+73.2% | Added |
| Aspen Wealth Strategies, LLC | 13,802 | $741.9K | 0.51% | +6,497+88.9% | Added |
| Icon Advisers Inc | 14,400 | $767.2K | 0.17% | −13,000−47.4% | Reduced |
| IHT Wealth Management, LLC | 14,278 | $767.4K | 0.03% | +1,214+9.3% | Added |
| Tokio Marine Asset Management Co Ltd | 14,325 | $770.0K | 0.04% | +3,089+27.5% | Added |
| Fox Run Management, L.L.C. | 14,333 | $770.4K | 0.17% | +2,700+23.2% | Added |
| Simplicity Wealth,LLC | 14,343 | $770.9K | 0.02% | +14,343 | New |
| Bleakley Financial Group, LLC | 14,378 | $772.8K | 0.02% | −1,662−10.4% | Reduced |
| Caption Management, LLC | 14,500 | $779.4K | 0.09% | +14,500 | New |
| WealthTrust Axiom LLC | 14,751 | $792.9K | 0.26% | −1,599−9.8% | Reduced |
| Integrated Wealth Concepts LLC | 14,797 | $795.3K | 0.01% | +1,193+8.8% | Added |
| Ethic Inc. | 14,862 | $798.8K | 0.02% | +11,337+321.6% | Added |
| Two Sigma Advisers, LP | 14,900 | $800.9K | 0.00% | +14,900 | New |
| Savant Capital, LLC | 14,937 | $802.8K | 0.01% | +3,307+28.4% | Added |
| Cipher Capital LP | 15,004 | $806.5K | 0.37% | −5,848−28.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,199 | $816.9K | 0.00% | −279,401−94.8% | Reduced |
| Bessemer Group Inc | 15,245 | $821.0K | 0.00% | −2,761−15.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 15,382 | $826.8K | 0.20% | +15,382 | New |
| Ramirez Asset Management, Inc. | 15,400 | $827.8K | 0.17% | +7,850+104.0% | Added |
| Steward Partners Investment Advisory, LLC | 15,447 | $830.3K | 0.01% | −18,789−54.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,500 | $833.1K | 0.45% | −1,217−7.3% | Reduced |
| Coldstream Capital Management Inc | 15,657 | $841.5K | 0.02% | +475+3.1% | Added |
| Koshinski Asset Management, Inc. | 15,932 | $856.4K | 0.09% | −1,698−9.6% | Reduced |
| Greenleaf Trust | 15,977 | $858.8K | 0.01% | −2,761−14.7% | Reduced |
| Avantax Advisory Services, Inc. | 16,054 | $862.9K | 0.01% | +212+1.3% | Added |
| Credential Qtrade Securities Inc. | 16,140 | $867.5K | 0.05% | +16,140 | New |
| NJ State Employees Deferred Compensation Plan | 16,243 | $873.1K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 16,296 | $875.9K | 0.02% | −60−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 16,347 | $878.0K | 0.08% | +11,498+237.1% | Added |
| Principal Securities, Inc. | 16,365 | $879.6K | 0.03% | +1,900+13.1% | Added |
| Dechtman Wealth Management, LLC | 16,570 | $890.7K | 0.21% | +82+0.5% | Added |
| Equitable Trust Co | 16,813 | $903.7K | 0.06% | +16,813 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,946 | $911.0K | 0.02% | +6,573+63.4% | Added |
| Western Wealth Management, LLC | 17,179 | $923.4K | 0.07% | −3,793−18.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,220 | $925.6K | 0.03% | +2,843+19.8% | Added |
| Sigma Planning Corp | 17,273 | $928.4K | 0.03% | +4,399+34.2% | Added |
| AE Wealth Management LLC | 17,306 | $930.2K | 0.01% | −64,036−78.7% | Reduced |
| GYL Financial Synergies, LLC | 17,339 | $932.0K | 0.07% | −2,720−13.6% | Reduced |
| ISAM Funds (UK) Ltd | 17,408 | $935.7K | 0.54% | +5,432+45.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,509 | $941.1K | 0.02% | +42+0.2% | Added |
| United Services Automobile Association | 17,571 | $944.4K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 17,594 | $945.7K | 0.06% | +1,727+10.9% | Added |
| Great Valley Advisor Group, Inc. | 17,629 | $947.8K | 0.03% | +252+1.5% | Added |
| Atria Wealth Solutions, Inc. | 17,729 | $961.3K | 0.01% | +9,507+115.6% | Added |
| Oppenheimer Asset Management Inc. | 17,956 | $965.1K | 0.01% | +17,956 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,074 | $971.6K | 0.01% | +1,227+7.3% | Added |
| Brinker Capital Investments, LLC | 18,184 | $977.4K | 0.01% | −3,111−14.6% | Reduced |
| Orion Portfolio Solutions, LLC | 18,184 | $977.4K | 0.01% | −3,111−14.6% | Reduced |
| Cypress Capital Group | 18,196 | $978.0K | 0.12% | −125−0.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,210 | $978.8K | 0.07% | −1,449−7.4% | Reduced |
| Moors & Cabot, Inc. | 18,479 | $993.3K | 0.05% | +10,140+121.6% | Added |
| Virtu Financial LLC | 18,488 | $994.0K | 0.08% | +18,488 | New |
| Apollon Wealth Management, LLC | 18,548 | $997.0K | 0.03% | −1,617−8.0% | Reduced |
| DeDora Capital, Inc. | 18,595 | $999.5K | 0.32% | +2,425+15.0% | Added |
| First Western Trust Bank | 18,690 | $1.00M | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,748 | $1.01M | 0.04% | +233+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 18,798 | $1.01M | 0.01% | +388+2.1% | Added |
| Investment Management Corp of Ontario | 18,844 | $1.01M | 0.03% | −4,000−17.5% | Reduced |
| Boothbay Fund Management, LLC | 19,000 | $1.02M | 0.03% | −9,410−33.1% | Reduced |
| Sourcerock Group LLC | 19,000 | $1.02M | 0.08% | −6,300−24.9% | Reduced |
| Huntington National Bank | 19,025 | $1.02M | 0.01% | −529−2.7% | Reduced |
| South Dakota Investment Council | 19,164 | $1.03M | 0.02% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 19,464 | $1.05M | 0.78% | +15,937+451.9% | Added |
| First Citizens Bank & Trust Co | 19,532 | $1.05M | 0.02% | −308−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,540 | $1.05M | 0.55% | +1,919+10.9% | Added |
| Glenmede Trust Co NA | 19,568 | $1.05M | 0.01% | −8,362−29.9% | Reduced |
| Empirical Finance, LLC | 19,578 | $1.05M | 0.06% | +668+3.5% | Added |
| Strong Tower Advisory Services | 19,818 | $1.06M | 0.42% | +19,818 | New |
| White Pine Capital LLC | 19,830 | $1.07M | 0.41% | −435−2.1% | Reduced |
| HighPoint Advisor Group LLC | 19,140 | $1.07M | 0.08% | +1,321+7.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,931 | $1.07M | 0.01% | +9,073+83.6% | Added |
| Lido Advisors, LLC | 19,959 | $1.08M | 0.01% | +10,680+115.1% | Added |
| Rakuten Investment Management, Inc. | 20,162 | $1.08M | 0.01% | +18,797+1,377.1% | Added |
| Kovitz Investment Group Partners, LLC | 20,172 | $1.08M | 0.01% | +20,172 | New |
| Bremer Bank National Association | 20,337 | $1.09M | 0.20% | −956−4.5% | Reduced |
| Swiss Life Asset Management Ltd | 20,497 | $1.10M | 0.02% | −87,229−81.0% | Reduced |