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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 111,299 | $5.98M | 0.25% | −4,500−3.9% | Reduced |
| M&T Bank Corp | 110,308 | $5.93M | 0.02% | −2,654−2.3% | Reduced |
| Los Angeles Capital Management LLC | 109,934 | $5.91M | 0.02% | +91,540+497.7% | Added |
| Focus Financial Network, Inc. | 108,825 | $5.85M | 0.29% | +108,825 | New |
| BTC Capital Management, Inc. | 108,051 | $5.81M | 0.53% | +108,051 | New |
| Kayne Anderson Capital Advisors LP | 107,826 | $5.80M | 0.16% | −217,333−66.8% | Reduced |
| HGK Asset Management Inc | 107,577 | $5.78M | 1.13% | +19,608+22.3% | Added |
| Cetera Investment Advisers | 107,344 | $5.77M | 0.01% | +66,840+165.0% | Added |
| Pacer Advisors, Inc. | 106,360 | $5.72M | 0.01% | −8,656−7.5% | Reduced |
| Kempen Capital Management N.V. | 104,559 | $5.62M | 0.07% | +44,337+73.6% | Added |
| Viking Fund Management LLC | 102,400 | $5.50M | 1.00% | +102,400 | New |
| Janney Montgomery Scott LLC | 101,681 | $5.46M | 0.02% | +3,948+4.0% | Added |
| State of Alaska, Department of Revenue | 101,005 | $5.43M | 0.06% | −12,910−11.3% | Reduced |
| Daiwa Securities Group Inc. | 100,969 | $5.43M | 0.03% | +20,068+24.8% | Added |
| PEAK6 Investments LLC | 99,835 | $5.37M | 0.26% | +99,835 | New |
| Natixis Advisors, L.P. | 97,451 | $5.24M | 0.01% | −13,597−12.2% | Reduced |
| Point72 (DIFC) Ltd | 97,368 | $5.23M | 0.40% | +97,368 | New |
| Czech National Bank | 97,092 | $5.22M | 0.07% | +445+0.5% | Added |
| Schroder Investment Management Group | 96,903 | $5.21M | 0.01% | +3,155+3.4% | Added |
| Dean Investment Associates, LLC | 96,630 | $5.19M | 0.71% | +37,858+64.4% | Added |
| Palisade Asset Management, LLC | 96,036 | $5.16M | 0.50% | −7,275−7.0% | Reduced |
| Utah Retirement Systems | 95,198 | $5.12M | 0.06% | −100−0.1% | Reduced |
| Oliver Luxxe Assets LLC | 95,080 | $5.11M | 1.07% | +95,080 | New |
| Mariner, LLC | 94,206 | $5.06M | 0.01% | −8,580−8.3% | Reduced |
| HighTower Advisors, LLC | 94,112 | $5.06M | 0.01% | −18,781−16.6% | Reduced |
| Point72 Hong Kong Ltd | 93,808 | $5.04M | 0.25% | +93,808 | New |
| Yousif Capital Management, LLC | 93,384 | $5.02M | 0.06% | −1,595−1.7% | Reduced |
| CIBC World Markets Corp | 91,869 | $4.94M | 0.03% | −58,341−38.8% | Reduced |
| Opus Investment Management Inc | 91,709 | $4.93M | 3.22% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 92,571 | $4.90M | 0.01% | −39,381−29.8% | Reduced |
| Alaska Permanent Fund Corp | 89,783 | $4.83M | 0.07% | +505+0.6% | Added |
| La Banque Postale Asset Management SA | 89,661 | $4.82M | 0.19% | +82,416+1,137.6% | Added |
| Panagora Asset Management Inc | 86,113 | $4.63M | 0.02% | −231,014−72.8% | Reduced |
| Jump Financial, LLC | 84,014 | $4.52M | 0.12% | +29,242+53.4% | Added |
| Walleye Capital LLC | 81,826 | $4.40M | 0.05% | +50,169+158.5% | Added |
| Captrust Financial Advisors | 81,306 | $4.37M | 0.02% | −29,342−26.5% | Reduced |
| Rockefeller Capital Management L.P. | 79,798 | $4.29M | 0.01% | +5,279+7.1% | Added |
| First PREMIER Bank | 79,202 | $4.26M | 1.13% | −2,883−3.5% | Reduced |
| Eisler Capital (UK) Ltd. | 78,676 | $4.23M | 0.52% | +65,889+515.3% | Added |
| Public Employees Retirement Association of Colorado | 77,898 | $4.19M | 0.02% | −1,862−2.3% | Reduced |
| Bogart Wealth, LLC | 76,951 | $4.14M | 0.21% | −24,638−24.3% | Reduced |
| Mediolanum International Funds Ltd | 76,422 | $4.08M | 0.07% | +76,422 | New |
| Louisiana State Employees Retirement System | 75,600 | $4.06M | 0.08% | −1,600−2.1% | Reduced |
| New York Life Investment Management LLC | 75,226 | $4.04M | 0.04% | −2,891−3.7% | Reduced |
| Xponance, Inc. | 74,776 | $4.02M | 0.04% | +4,365+6.2% | Added |
| GWM Advisors LLC | 74,358 | $4.00M | 0.03% | −6,633−8.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 74,188 | $3.99M | 0.32% | −41,562−35.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,555 | $3.95M | 0.05% | +4,903+7.1% | Added |
| Robeco Institutional Asset Management B.V. | 73,509 | $3.95M | 0.01% | +24,506+50.0% | Added |
| Mutual of America Capital Management LLC | 72,349 | $3.89M | 0.04% | −1,474−2.0% | Reduced |
| SIR Capital Management, L.P. | 71,500 | $3.84M | 0.39% | +71,500 | New |
| Janus Henderson Group PLC | 71,410 | $3.84M | 0.00% | −6,592−8.5% | Reduced |
| Shelton Capital Management | 70,579 | $3.79M | 0.11% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 70,000 | $3.76M | 0.36% | 00.0% | Unchanged |
| Vestcor Inc | 68,812 | $3.70M | 0.13% | −3,828−5.3% | Reduced |
| iA Global Asset Management Inc. | 67,001 | $3.60M | 0.07% | −3,469−4.9% | Reduced |
| Nisa Investment Advisors, LLC | 65,624 | $3.56M | 0.02% | +3,034+4.8% | Added |
| British Columbia Investment Management Corp | 65,883 | $3.54M | 0.02% | +2,405+3.8% | Added |
| Atria Investments LLC | 64,332 | $3.46M | 0.05% | +6,310+10.9% | Added |
| Mercer Global Advisors Inc | 63,588 | $3.44M | 0.01% | +4,912+8.4% | Added |
| Public Sector Pension Investment Board | 62,553 | $3.36M | 0.02% | −2,238−3.5% | Reduced |
| BTG Pactual Global Asset Management Ltd | 62,331 | $3.35M | 1.07% | +62,331 | New |
| Intact Investment Management Inc. | 62,100 | $3.34M | 0.13% | +3,200+5.4% | Added |
| Profund Advisors LLC | 61,196 | $3.29M | 0.13% | −3,820−5.9% | Reduced |
| Zions Bancorporation, N.A. | 61,008 | $3.28M | 0.24% | +1,278+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 60,075 | $3.23M | 0.04% | −4,741−7.3% | Reduced |
| Meyer Handelman Co | 58,870 | $3.16M | 0.11% | −475−0.8% | Reduced |
| Private Advisor Group, LLC | 58,641 | $3.15M | 0.02% | −1,924−3.2% | Reduced |
| Duality Advisers, LP | 56,737 | $3.05M | 0.30% | +56,737 | New |
| Qsemble Capital Management, LP | 56,190 | $3.02M | 0.66% | +46,105+457.2% | Added |
| Wexford Capital LP | 56,007 | $3.01M | 0.61% | +56,007 | New |
| Pathstone Holdings, LLC | 55,491 | $2.98M | 0.01% | −7,474−11.9% | Reduced |
| Moloney Securities Asset Management, LLC | 55,299 | $2.97M | 0.45% | +177+0.3% | Added |
| Bridge Creek Capital Management LLC | 53,942 | $2.90M | 0.93% | +1,445+2.8% | Added |
| MML Investors Services, LLC | 52,496 | $2.82M | 0.01% | +45+0.1% | Added |
| Morton Community Bank | 51,021 | $2.74M | 0.79% | +3,885+8.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 50,316 | $2.70M | 0.01% | +320+0.6% | Added |
| Stiles Financial Services Inc | 49,678 | $2.67M | 1.07% | −2,093−4.0% | Reduced |
| First Bank & Trust | 48,614 | $2.61M | 0.54% | −21,790−30.9% | Reduced |
| Ameritas Investment Partners, Inc. | 47,590 | $2.56M | 0.09% | +24,850+109.3% | Added |
| Oregon Public Employees Retirement Fund | 47,201 | $2.54M | 0.05% | +4,137+9.6% | Added |
| Kestra Advisory Services, LLC | 46,991 | $2.53M | 0.02% | −25,213−34.9% | Reduced |
| Quantinno Capital Management LP | 46,954 | $2.52M | 0.05% | −190.0% | Reduced |
| Jarislowsky, Fraser Ltd | 45,800 | $2.46M | 0.01% | −150−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 45,439 | $2.44M | 0.06% | +274+0.6% | Added |
| Agf Management Ltd | 45,112 | $2.42M | 0.01% | −34,583−43.4% | Reduced |
| Wedbush Securities Inc | 45,063 | $2.42M | 0.09% | +9,016+25.0% | Added |
| Teachers Retirement System of the State of Kentucky | 45,007 | $2.42M | 0.02% | −2,301−4.9% | Reduced |
| Fifth Third Bancorp | 44,769 | $2.41M | 0.01% | −16,014−26.3% | Reduced |
| Maryland State Retirement & Pension System | 43,243 | $2.28M | 0.05% | +1,169+2.8% | Added |
| Credit Agricole S A | 41,955 | $2.26M | 0.04% | +12,033+40.2% | Added |
| Kentucky Retirement Systems | 41,907 | $2.25M | 0.07% | −2,244−5.1% | Reduced |
| KBC Group NV | 40,992 | $2.20M | 0.01% | +3,898+10.5% | Added |
| Blair William & Co | 40,784 | $2.19M | 0.01% | −303−0.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,362 | $2.17M | 0.01% | −3,568−8.1% | Reduced |
| Greenland Capital Management LP | 40,050 | $2.15M | 0.36% | +40,050 | New |
| Hennion & Walsh Asset Management, Inc. | 39,854 | $2.14M | 0.11% | −2,717−6.4% | Reduced |
| Avitas Wealth Management LLC | 39,694 | $2.13M | 0.32% | +450+1.1% | Added |
| QRG Capital Management, Inc. | 39,536 | $2.13M | 0.03% | +8,736+28.4% | Added |
| Crossmark Global Holdings, Inc. | 39,544 | $2.13M | 0.04% | −4,047−9.3% | Reduced |