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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 47,201 | $2.54M | 0.05% | +4,137+9.6% | Added |
| Ameritas Investment Partners, Inc. | 47,590 | $2.56M | 0.09% | +24,850+109.3% | Added |
| First Bank & Trust | 48,614 | $2.61M | 0.54% | −21,790−30.9% | Reduced |
| Stiles Financial Services Inc | 49,678 | $2.67M | 1.07% | −2,093−4.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 50,316 | $2.70M | 0.01% | +320+0.6% | Added |
| Morton Community Bank | 51,021 | $2.74M | 0.79% | +3,885+8.2% | Added |
| MML Investors Services, LLC | 52,496 | $2.82M | 0.01% | +45+0.1% | Added |
| Bridge Creek Capital Management LLC | 53,942 | $2.90M | 0.93% | +1,445+2.8% | Added |
| Moloney Securities Asset Management, LLC | 55,299 | $2.97M | 0.45% | +177+0.3% | Added |
| Pathstone Holdings, LLC | 55,491 | $2.98M | 0.01% | −7,474−11.9% | Reduced |
| Wexford Capital LP | 56,007 | $3.01M | 0.61% | +56,007 | New |
| Qsemble Capital Management, LP | 56,190 | $3.02M | 0.66% | +46,105+457.2% | Added |
| Duality Advisers, LP | 56,737 | $3.05M | 0.30% | +56,737 | New |
| Private Advisor Group, LLC | 58,641 | $3.15M | 0.02% | −1,924−3.2% | Reduced |
| Meyer Handelman Co | 58,870 | $3.16M | 0.11% | −475−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 60,075 | $3.23M | 0.04% | −4,741−7.3% | Reduced |
| Zions Bancorporation, N.A. | 61,008 | $3.28M | 0.24% | +1,278+2.1% | Added |
| Profund Advisors LLC | 61,196 | $3.29M | 0.13% | −3,820−5.9% | Reduced |
| Intact Investment Management Inc. | 62,100 | $3.34M | 0.13% | +3,200+5.4% | Added |
| BTG Pactual Global Asset Management Ltd | 62,331 | $3.35M | 1.07% | +62,331 | New |
| Public Sector Pension Investment Board | 62,553 | $3.36M | 0.02% | −2,238−3.5% | Reduced |
| Mercer Global Advisors Inc | 63,588 | $3.44M | 0.01% | +4,912+8.4% | Added |
| Atria Investments LLC | 64,332 | $3.46M | 0.05% | +6,310+10.9% | Added |
| British Columbia Investment Management Corp | 65,883 | $3.54M | 0.02% | +2,405+3.8% | Added |
| Nisa Investment Advisors, LLC | 65,624 | $3.56M | 0.02% | +3,034+4.8% | Added |
| iA Global Asset Management Inc. | 67,001 | $3.60M | 0.07% | −3,469−4.9% | Reduced |
| Vestcor Inc | 68,812 | $3.70M | 0.13% | −3,828−5.3% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $3.76M | 0.36% | 00.0% | Unchanged |
| Shelton Capital Management | 70,579 | $3.79M | 0.11% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 71,410 | $3.84M | 0.00% | −6,592−8.5% | Reduced |
| SIR Capital Management, L.P. | 71,500 | $3.84M | 0.39% | +71,500 | New |
| Mutual of America Capital Management LLC | 72,349 | $3.89M | 0.04% | −1,474−2.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 73,509 | $3.95M | 0.01% | +24,506+50.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,555 | $3.95M | 0.05% | +4,903+7.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 74,188 | $3.99M | 0.32% | −41,562−35.9% | Reduced |
| GWM Advisors LLC | 74,358 | $4.00M | 0.03% | −6,633−8.2% | Reduced |
| Xponance, Inc. | 74,776 | $4.02M | 0.04% | +4,365+6.2% | Added |
| New York Life Investment Management LLC | 75,226 | $4.04M | 0.04% | −2,891−3.7% | Reduced |
| Louisiana State Employees Retirement System | 75,600 | $4.06M | 0.08% | −1,600−2.1% | Reduced |
| Mediolanum International Funds Ltd | 76,422 | $4.08M | 0.07% | +76,422 | New |
| Bogart Wealth, LLC | 76,951 | $4.14M | 0.21% | −24,638−24.3% | Reduced |
| Public Employees Retirement Association of Colorado | 77,898 | $4.19M | 0.02% | −1,862−2.3% | Reduced |
| Eisler Capital (UK) Ltd. | 78,676 | $4.23M | 0.52% | +65,889+515.3% | Added |
| First PREMIER Bank | 79,202 | $4.26M | 1.13% | −2,883−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 79,798 | $4.29M | 0.01% | +5,279+7.1% | Added |
| Captrust Financial Advisors | 81,306 | $4.37M | 0.02% | −29,342−26.5% | Reduced |
| Walleye Capital LLC | 81,826 | $4.40M | 0.05% | +50,169+158.5% | Added |
| Jump Financial, LLC | 84,014 | $4.52M | 0.12% | +29,242+53.4% | Added |
| Panagora Asset Management Inc | 86,113 | $4.63M | 0.02% | −231,014−72.8% | Reduced |
| La Banque Postale Asset Management SA | 89,661 | $4.82M | 0.19% | +82,416+1,137.6% | Added |
| Alaska Permanent Fund Corp | 89,783 | $4.83M | 0.07% | +505+0.6% | Added |
| DekaBank Deutsche Girozentrale | 92,571 | $4.90M | 0.01% | −39,381−29.8% | Reduced |
| Opus Investment Management Inc | 91,709 | $4.93M | 3.22% | 00.0% | Unchanged |
| CIBC World Markets Corp | 91,869 | $4.94M | 0.03% | −58,341−38.8% | Reduced |
| Yousif Capital Management, LLC | 93,384 | $5.02M | 0.06% | −1,595−1.7% | Reduced |
| Point72 Hong Kong Ltd | 93,808 | $5.04M | 0.25% | +93,808 | New |
| HighTower Advisors, LLC | 94,112 | $5.06M | 0.01% | −18,781−16.6% | Reduced |
| Mariner, LLC | 94,206 | $5.06M | 0.01% | −8,580−8.3% | Reduced |
| Oliver Luxxe Assets LLC | 95,080 | $5.11M | 1.07% | +95,080 | New |
| Utah Retirement Systems | 95,198 | $5.12M | 0.06% | −100−0.1% | Reduced |
| Palisade Asset Management, LLC | 96,036 | $5.16M | 0.50% | −7,275−7.0% | Reduced |
| Dean Investment Associates, LLC | 96,630 | $5.19M | 0.71% | +37,858+64.4% | Added |
| Schroder Investment Management Group | 96,903 | $5.21M | 0.01% | +3,155+3.4% | Added |
| Czech National Bank | 97,092 | $5.22M | 0.07% | +445+0.5% | Added |
| Point72 (DIFC) Ltd | 97,368 | $5.23M | 0.40% | +97,368 | New |
| Natixis Advisors, L.P. | 97,451 | $5.24M | 0.01% | −13,597−12.2% | Reduced |
| PEAK6 Investments LLC | 99,835 | $5.37M | 0.26% | +99,835 | New |
| Daiwa Securities Group Inc. | 100,969 | $5.43M | 0.03% | +20,068+24.8% | Added |
| State of Alaska, Department of Revenue | 101,005 | $5.43M | 0.06% | −12,910−11.3% | Reduced |
| Janney Montgomery Scott LLC | 101,681 | $5.46M | 0.02% | +3,948+4.0% | Added |
| Viking Fund Management LLC | 102,400 | $5.50M | 1.00% | +102,400 | New |
| Kempen Capital Management N.V. | 104,559 | $5.62M | 0.07% | +44,337+73.6% | Added |
| Pacer Advisors, Inc. | 106,360 | $5.72M | 0.01% | −8,656−7.5% | Reduced |
| Cetera Investment Advisers | 107,344 | $5.77M | 0.01% | +66,840+165.0% | Added |
| HGK Asset Management Inc | 107,577 | $5.78M | 1.13% | +19,608+22.3% | Added |
| Kayne Anderson Capital Advisors LP | 107,826 | $5.80M | 0.16% | −217,333−66.8% | Reduced |
| BTC Capital Management, Inc. | 108,051 | $5.81M | 0.53% | +108,051 | New |
| Focus Financial Network, Inc. | 108,825 | $5.85M | 0.29% | +108,825 | New |
| Los Angeles Capital Management LLC | 109,934 | $5.91M | 0.02% | +91,540+497.7% | Added |
| M&T Bank Corp | 110,308 | $5.93M | 0.02% | −2,654−2.3% | Reduced |
| Hennessy Advisors Inc | 111,299 | $5.98M | 0.25% | −4,500−3.9% | Reduced |
| Assetmark, Inc | 111,656 | $6.00M | 0.02% | +7,456+7.2% | Added |
| Texas Permanent School Fund | 114,065 | $6.13M | 0.05% | +132+0.1% | Added |
| Amalgamated Bank | 114,303 | $6.14M | 0.05% | −19,432−14.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 116,768 | $6.28M | 0.02% | +590+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 118,214 | $6.35M | 0.01% | −7,728−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 121,790 | $6.55M | 0.05% | −20,961−14.7% | Reduced |
| Retirement Systems of Alabama | 121,794 | $6.55M | 0.03% | +180+0.1% | Added |
| Standard Life Aberdeen plc | 125,548 | $6.75M | 0.01% | −3,323−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 127,840 | $6.87M | 0.08% | −1,621,736−92.7% | Reduced |
| MetLife Investment Management | 129,186 | $6.94M | 0.05% | −4,752−3.5% | Reduced |
| Seven Eight Capital, LP | 129,362 | $6.95M | 0.73% | +125,111+2,943.1% | Added |
| Creative Planning | 130,776 | $7.03M | 0.01% | +1,965+1.5% | Added |
| Pinebridge Investments, L.P. | 132,264 | $7.11M | 0.06% | +132,264 | New |
| Jane Street Group, LLC | 138,364 | $7.44M | 0.01% | −367,327−72.6% | Reduced |
| Intech Investment Management LLC | 138,614 | $7.45M | 0.10% | −43,632−23.9% | Reduced |
| Van Eck Associates Corp | 138,796 | $7.46M | 0.01% | +6,068+4.6% | Added |
| USS Investment Management Ltd | 138,941 | $7.47M | 0.06% | −20,517−12.9% | Reduced |
| Truist Financial Corp | 141,365 | $7.60M | 0.01% | −3,423−2.4% | Reduced |
| Comerica Bank | 141,813 | $7.62M | 0.03% | −17,622−11.1% | Reduced |