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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 20,530 | $1.10M | 0.05% | +8,629+72.5% | Added |
| Geneos Wealth Management Inc. | 20,684 | $1.11M | 0.05% | +104+0.5% | Added |
| Summit Trail Advisors, LLC | 20,934 | $1.13M | 0.03% | +20,934 | New |
| NorthRock Partners, LLC | 20,950 | $1.14M | 0.04% | −3,817−15.4% | Reduced |
| Sagefield Capital LP | 21,350 | $1.15M | 0.14% | +21,350 | New |
| Accredited Investors Inc. | 21,361 | $1.15M | 0.07% | +419+2.0% | Added |
| Polianta Ltd | 21,500 | $1.16M | 0.56% | +21,500 | New |
| Oppenheimer & Co Inc | 21,512 | $1.16M | 0.02% | −11,344−34.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 21,715 | $1.17M | 0.50% | −707−3.2% | Reduced |
| OV Management LLC | 22,100 | $1.19M | 0.86% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 22,255 | $1.20M | 0.05% | −206−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 22,287 | $1.20M | 0.02% | +7,014+45.9% | Added |
| Versor Investments LP | 22,418 | $1.20M | 0.24% | +12,462+125.2% | Added |
| Ieq Capital, LLC | 22,692 | $1.22M | 0.02% | −2,427−9.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,828 | $1.23M | 0.05% | −28,681−55.7% | Reduced |
| Norinchukin Bank, The | 22,857 | $1.23M | 0.04% | −428−1.8% | Reduced |
| Dakota Wealth Management | 22,864 | $1.23M | 0.03% | +3,148+16.0% | Added |
| TownSquare Capital, LLC | 23,020 | $1.24M | 0.02% | +5,213+29.3% | Added |
| Great Waters Wealth Management | 23,386 | $1.26M | 0.21% | +159+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 23,469 | $1.26M | 0.10% | +4,970+26.9% | Added |
| Keybank National Association | 23,576 | $1.27M | 0.01% | −220−0.9% | Reduced |
| Simplex Trading, LLC | 24,138 | $1.30M | 0.04% | +11,578+92.2% | Added |
| Bokf, NA | 24,678 | $1.31M | 0.02% | +3,806+18.2% | Added |
| Mission Wealth Management, LP | 24,529 | $1.32M | 0.04% | −14,438−37.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 25,000 | $1.34M | 0.02% | +5,000+25.0% | Added |
| UniSuper Management Pty Ltd | 25,084 | $1.35M | 0.01% | +20,094+402.7% | Added |
| TD Private Client Wealth LLC | 25,091 | $1.35M | 0.04% | −7,333−22.6% | Reduced |
| Bayesian Capital Management, LP | 25,146 | $1.35M | 0.13% | −91,700−78.5% | Reduced |
| Hudson Bay Capital Management LP | 25,241 | $1.36M | 0.01% | +25,241 | New |
| Stevens Capital Management LP | 25,531 | $1.37M | 0.27% | +25,531 | New |
| Northwestern Mutual Wealth Management Co | 25,680 | $1.38M | 0.00% | −1,108−4.1% | Reduced |
| Empowered Funds, LLC | 25,811 | $1.39M | 0.03% | +7,394+40.1% | Added |
| Quotient Wealth Partners, LLC | 25,904 | $1.39M | 0.05% | +3,737+16.9% | Added |
| Van Hulzen Asset Management, LLC | 26,200 | $1.41M | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 26,230 | $1.41M | 0.20% | −1,401−5.1% | Reduced |
| Berger Financial Group, Inc | 26,365 | $1.42M | 0.12% | +387+1.5% | Added |
| Claro Advisors LLC | 26,938 | $1.45M | 0.25% | −1,737−6.1% | Reduced |
| Group One Trading, L.P. | 27,260 | $1.47M | 0.05% | +3,380+14.2% | Added |
| Atom Investors LP | 27,384 | $1.47M | 0.18% | +3,774+16.0% | Added |
| Beacon Pointe Advisors, LLC | 27,736 | $1.49M | 0.02% | +784+2.9% | Added |
| Inceptionr LLC | 27,755 | $1.49M | 0.38% | +27,755 | New |
| New Mexico Educational Retirement Board | 27,778 | $1.49M | 0.05% | −900−3.1% | Reduced |
| Graham Capital Management, L.P. | 28,050 | $1.51M | 0.04% | +28,050 | New |
| Tradition Wealth Management, LLC | 28,219 | $1.52M | 0.15% | −9,152−24.5% | Reduced |
| Toroso Investments, LLC | 28,641 | $1.54M | 0.03% | +1,202+4.4% | Added |
| Epiq Partners, LLC | 29,072 | $1.56M | 1.04% | +202+0.7% | Added |
| D.A. Davidson & Co. | 29,266 | $1.57M | 0.01% | −607−2.0% | Reduced |
| Wealthfront Advisers LLC | 30,058 | $1.62M | 0.01% | −20,142−40.1% | Reduced |
| First National Advisers, LLC | 28,600 | $1.62M | 0.36% | +6,910+31.9% | Added |
| Shell Asset Management Co | 30,579 | $1.63M | 0.07% | +4,193+15.9% | Added |
| AdvisorNet Financial, Inc | 30,401 | $1.63M | 0.16% | −26,116−46.2% | Reduced |
| Wolverine Trading, LLC | 30,751 | $1.65M | 0.02% | +15,197+97.7% | Added |
| Principal Street Partners, LLC | 29,840 | $1.65M | 0.31% | +29,840 | New |
| Sciencast Management LP | 31,029 | $1.67M | 1.02% | +5,829+23.1% | Added |
| Lockheed Martin Investment Management Co | 28,000 | $1.67M | 0.12% | −4,200−13.0% | Reduced |
| Nebula Research & Development LLC | 31,512 | $1.69M | 0.36% | +31,512 | New |
| NEOS Investment Management LLC | 31,677 | $1.70M | 0.11% | +5,677+21.8% | Added |
| First Dallas Securities Inc. | 32,283 | $1.74M | 0.80% | −2,966−8.4% | Reduced |
| Two Sigma Investments, LP | 32,385 | $1.74M | 0.00% | +19,085+143.5% | Added |
| Metis Global Partners, LLC | 32,463 | $1.74M | 0.06% | +320+1.0% | Added |
| Securian Asset Management, Inc | 32,500 | $1.75M | 0.05% | −2,366−6.8% | Reduced |
| CWM, LLC | 33,085 | $1.78M | 0.01% | +2,060+6.6% | Added |
| Cresset Asset Management, LLC | 32,878 | $1.78M | 0.01% | −6,374−16.2% | Reduced |
| Tower Research Capital LLC (TRC) | 33,318 | $1.79M | 0.04% | −54,603−62.1% | Reduced |
| Meeder Asset Management Inc | 33,505 | $1.80M | 0.11% | +33,505 | New |
| IMC-Chicago, LLC | 33,797 | $1.82M | 0.06% | +33,797 | New |
| Baird Financial Group, Inc. | 34,075 | $1.83M | 0.00% | +1,049+3.2% | Added |
| Machina Capital S.A.S. | 34,666 | $1.86M | 0.98% | +34,666 | New |
| Cornerstone Advisors, LLC | 34,900 | $1.88M | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 35,032 | $1.88M | 0.11% | +35,032 | New |
| Davenport & Co LLC | 35,154 | $1.89M | 0.01% | −219−0.6% | Reduced |
| JustInvest LLC | 35,471 | $1.91M | 0.04% | −7,281−17.0% | Reduced |
| Headlands Technologies LLC | 35,599 | $1.91M | 0.46% | +29,593+492.7% | Added |
| Hartford Investment Management Co | 35,613 | $1.91M | 0.07% | −1,551−4.2% | Reduced |
| AXA S.A. | 36,305 | $1.95M | 0.01% | +2,372+7.0% | Added |
| Westpac Banking Corp | 36,359 | $1.95M | 0.15% | +3,434+10.4% | Added |
| Siemens Fonds Invest GmbH | 36,446 | $1.96M | 0.15% | −235−0.6% | Reduced |
| ARS Investment Partners, LLC | 36,870 | $1.98M | 0.20% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 37,350 | $2.01M | 0.04% | −2,168−5.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 37,550 | $2.02M | 0.69% | +4,158+12.5% | Added |
| Edgemoor Investment Advisors, Inc. | 38,686 | $2.08M | 0.20% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 39,544 | $2.13M | 0.04% | −4,047−9.3% | Reduced |
| QRG Capital Management, Inc. | 39,536 | $2.13M | 0.03% | +8,736+28.4% | Added |
| Avitas Wealth Management LLC | 39,694 | $2.13M | 0.32% | +450+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 39,854 | $2.14M | 0.11% | −2,717−6.4% | Reduced |
| Greenland Capital Management LP | 40,050 | $2.15M | 0.36% | +40,050 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,362 | $2.17M | 0.01% | −3,568−8.1% | Reduced |
| Blair William & Co | 40,784 | $2.19M | 0.01% | −303−0.7% | Reduced |
| KBC Group NV | 40,992 | $2.20M | 0.01% | +3,898+10.5% | Added |
| Kentucky Retirement Systems | 41,907 | $2.25M | 0.07% | −2,244−5.1% | Reduced |
| Credit Agricole S A | 41,955 | $2.26M | 0.04% | +12,033+40.2% | Added |
| Maryland State Retirement & Pension System | 43,243 | $2.28M | 0.05% | +1,169+2.8% | Added |
| Fifth Third Bancorp | 44,769 | $2.41M | 0.01% | −16,014−26.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 45,007 | $2.42M | 0.02% | −2,301−4.9% | Reduced |
| Wedbush Securities Inc | 45,063 | $2.42M | 0.09% | +9,016+25.0% | Added |
| Agf Management Ltd | 45,112 | $2.42M | 0.01% | −34,583−43.4% | Reduced |
| Gulf International Bank (UK) Ltd | 45,439 | $2.44M | 0.06% | +274+0.6% | Added |
| Jarislowsky, Fraser Ltd | 45,800 | $2.46M | 0.01% | −150−0.3% | Reduced |
| Quantinno Capital Management LP | 46,954 | $2.52M | 0.05% | −190.0% | Reduced |
| Kestra Advisory Services, LLC | 46,991 | $2.53M | 0.02% | −25,213−34.9% | Reduced |