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 |
|---|---|---|---|---|---|
| Gilliland Jeter Wealth Management LLC | 267 | $14.4K | 0.01% | +267 | New |
| SYSTM Wealth Solutions LLC | 265 | $14.3K | 0.00% | −170−39.1% | Reduced |
| Gables Capital Management Inc. | 264 | $14.2K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $13.4K | 0.00% | +250 | New |
| JFS Wealth Advisors, LLC | 238 | $12.8K | 0.00% | −44−15.6% | Reduced |
| Nemes Rush Group LLC | 237 | $12.7K | 0.00% | +2+0.9% | Added |
| Aspire Private Capital, LLC | 236 | $12.7K | 0.00% | +3+1.3% | Added |
| DHJJ Financial Advisors, Ltd. | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 230 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $12.4K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $12.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 224 | $12.0K | 0.00% | −414−64.9% | Reduced |
| GW&K Investment Management, LLC | 226 | $12.0K | 0.00% | +9+4.1% | Added |
| Richard W. Paul & Associates, LLC | 210 | $11.3K | 0.00% | −4−1.9% | Reduced |
| Private Wealth Management Group, LLC | 207 | $11.1K | 0.01% | −59−22.2% | Reduced |
| Register Financial Advisors LLC | 206 | $11.1K | 0.01% | +206 | New |
| Salomon & Ludwin, LLC | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $10.9K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 193 | $10.3K | 0.00% | +193 | New |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $10.3K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 183 | $9.84K | 0.00% | −677,348−100.0% | Reduced |
| Kelly Financial Services LLC | 170 | $9.15K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 134 | $7.23K | 0.00% | +1+0.8% | Added |
| Grove Bank & Trust | 124 | $6.67K | 0.00% | −5,353−97.7% | Reduced |
| Oakworth Capital, Inc. | 121 | $6.50K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 119 | $6.00K | 0.00% | −1,029−89.6% | Reduced |
| Crewe Advisors LLC | 109 | $5.86K | 0.00% | +109 | New |
| Sachetta, LLC | 90 | $5.59K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 89 | $5.51K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $5.41K | 0.00% | +100 | New |
| Duncker Streett & Co Inc | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 98 | $5.27K | 0.00% | +98 | New |
| Red Tortoise LLC | 95 | $5.11K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 90 | $4.89K | 0.00% | −6−6.3% | Reduced |
| MCF Advisors LLC | 89 | $4.78K | 0.00% | +50+128.2% | Added |
| Opal Wealth Advisors, LLC | 89 | $4.78K | 0.00% | +89 | New |
| Aspect Partners, LLC | 82 | $4.41K | 0.00% | −9−9.9% | Reduced |
| Abound Wealth Management | 81 | $4.36K | 0.00% | −8−9.0% | Reduced |
| First United Bank Trust | 80 | $4.30K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 78 | $4.22K | 0.00% | −3−3.7% | Reduced |
| Gradient Investments LLC | 77 | $4.14K | 0.00% | −9,042−99.2% | Reduced |
| Central Pacific Bank - Trust Division | 76 | $4.05K | 0.00% | +76 | New |
| Northwest Investment Counselors, LLC | 75 | $4.03K | 0.00% | +75 | New |
| ORG Partners LLC | 73 | $3.93K | 0.01% | −84−53.5% | Reduced |
| WealthCollab, LLC | 73 | $3.92K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 72 | $3.87K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 71 | $3.82K | 0.00% | +71 | New |
| Jamison Private Wealth Management, Inc. | 65 | $3.49K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 62 | $3.37K | 0.00% | +62 | New |
| Carolinas Wealth Consulting LLC | 61 | $3.33K | 0.00% | −28−31.5% | Reduced |
| Continuum Advisory, LLC | 57 | $3.12K | 0.00% | +57 | New |
| Rocky Mountain Advisers, LLC | 58 | $3.12K | 0.00% | −1,775−96.8% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.06K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 53 | $2.85K | 0.00% | +53 | New |
| Anchor Investment Management, LLC | 48 | $2.58K | 0.00% | +17+54.8% | Added |
| Granite FO LLC | 39 | $2.37K | 0.00% | +39 | New |
| Tortoise Investment Management, LLC | 44 | $2.37K | 0.00% | +5+12.8% | Added |
| Dunhill Financial, LLC | 42 | $2.24K | 0.00% | +7+20.0% | Added |
| Benjamin Edwards Inc | 34 | $2.00K | 0.00% | −57,105−99.9% | Reduced |
| Penserra Capital Management LLC | 45 | $2.00K | 0.00% | −2,509−98.2% | Reduced |
| Avion Wealth | 27 | $2.00K | 0.00% | −24−47.1% | Reduced |
| TFC Financial Management | 35 | $1.88K | 0.00% | −7−16.7% | Reduced |
| SJS Investment Consulting Inc. | 31 | $1.67K | 0.00% | −7−18.4% | Reduced |
| Cornerstone Planning Group LLC | 31 | $1.64K | 0.00% | +16+106.7% | Added |
| DiNuzzo Private Wealth, Inc. | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $1.61K | 0.00% | +30 | New |
| Sofos Investments, Inc. | 29 | $1.54K | 0.00% | +25+625.0% | Added |
| Trifecta Capital Advisors, LLC | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 64,469 | $1.21K | 0.06% | +64,469 | New |
| POM Investment Strategies, LLC | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $968 | 0.00% | −172−90.5% | Reduced |
| West Paces Advisors Inc. | 13 | $699 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $645 | 0.00% | +5+71.4% | Added |
| WestEnd Advisors, LLC | 9 | $484 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $430 | 0.00% | −100−92.6% | Reduced |
| Frazier Financial Advisors, LLC | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −749,064−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −734,700−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −237,627−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −200,001−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −183,572−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −139,291−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −136,000−100.0% | Sold out |
| Mattern Capital Management, LLC | 0 | $0 | 0.00% | −122,639−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −120,690−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −117,074−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −103,620−100.0% | Sold out |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −98,291−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −94,900−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −89,244−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −84,845−100.0% | Sold out |
| Asset Planning Services Inc | 0 | $0 | 0.00% | −83,163−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −69,665−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −58,644−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −55,700−100.0% | Sold out |