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 |
|---|---|---|---|---|---|
| Edgemoor Investment Advisors, Inc. | 38,686 | $2.08M | 0.20% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 37,550 | $2.02M | 0.69% | +4,158+12.5% | Added |
| Advisors Asset Management, Inc. | 37,350 | $2.01M | 0.04% | −2,168−5.5% | Reduced |
| ARS Investment Partners, LLC | 36,870 | $1.98M | 0.20% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 36,446 | $1.96M | 0.15% | −235−0.6% | Reduced |
| Westpac Banking Corp | 36,359 | $1.95M | 0.15% | +3,434+10.4% | Added |
| AXA S.A. | 36,305 | $1.95M | 0.01% | +2,372+7.0% | Added |
| Hartford Investment Management Co | 35,613 | $1.91M | 0.07% | −1,551−4.2% | Reduced |
| Headlands Technologies LLC | 35,599 | $1.91M | 0.46% | +29,593+492.7% | Added |
| JustInvest LLC | 35,471 | $1.91M | 0.04% | −7,281−17.0% | Reduced |
| Davenport & Co LLC | 35,154 | $1.89M | 0.01% | −219−0.6% | Reduced |
| Centiva Capital, LP | 35,032 | $1.88M | 0.11% | +35,032 | New |
| Cornerstone Advisors, LLC | 34,900 | $1.88M | 0.08% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 34,666 | $1.86M | 0.98% | +34,666 | New |
| Baird Financial Group, Inc. | 34,075 | $1.83M | 0.00% | +1,049+3.2% | Added |
| IMC-Chicago, LLC | 33,797 | $1.82M | 0.06% | +33,797 | New |
| Meeder Asset Management Inc | 33,505 | $1.80M | 0.11% | +33,505 | New |
| Tower Research Capital LLC (TRC) | 33,318 | $1.79M | 0.04% | −54,603−62.1% | Reduced |
| Cresset Asset Management, LLC | 32,878 | $1.78M | 0.01% | −6,374−16.2% | Reduced |
| CWM, LLC | 33,085 | $1.78M | 0.01% | +2,060+6.6% | Added |
| Securian Asset Management, Inc | 32,500 | $1.75M | 0.05% | −2,366−6.8% | Reduced |
| Metis Global Partners, LLC | 32,463 | $1.74M | 0.06% | +320+1.0% | Added |
| Two Sigma Investments, LP | 32,385 | $1.74M | 0.00% | +19,085+143.5% | Added |
| First Dallas Securities Inc. | 32,283 | $1.74M | 0.80% | −2,966−8.4% | Reduced |
| NEOS Investment Management LLC | 31,677 | $1.70M | 0.11% | +5,677+21.8% | Added |
| Nebula Research & Development LLC | 31,512 | $1.69M | 0.36% | +31,512 | New |
| Lockheed Martin Investment Management Co | 28,000 | $1.67M | 0.12% | −4,200−13.0% | Reduced |
| Sciencast Management LP | 31,029 | $1.67M | 1.02% | +5,829+23.1% | Added |
| Principal Street Partners, LLC | 29,840 | $1.65M | 0.31% | +29,840 | New |
| Wolverine Trading, LLC | 30,751 | $1.65M | 0.02% | +15,197+97.7% | Added |
| AdvisorNet Financial, Inc | 30,401 | $1.63M | 0.16% | −26,116−46.2% | Reduced |
| Shell Asset Management Co | 30,579 | $1.63M | 0.07% | +4,193+15.9% | Added |
| First National Advisers, LLC | 28,600 | $1.62M | 0.36% | +6,910+31.9% | Added |
| Wealthfront Advisers LLC | 30,058 | $1.62M | 0.01% | −20,142−40.1% | Reduced |
| D.A. Davidson & Co. | 29,266 | $1.57M | 0.01% | −607−2.0% | Reduced |
| Epiq Partners, LLC | 29,072 | $1.56M | 1.04% | +202+0.7% | Added |
| Toroso Investments, LLC | 28,641 | $1.54M | 0.03% | +1,202+4.4% | Added |
| Tradition Wealth Management, LLC | 28,219 | $1.52M | 0.15% | −9,152−24.5% | Reduced |
| Graham Capital Management, L.P. | 28,050 | $1.51M | 0.04% | +28,050 | New |
| New Mexico Educational Retirement Board | 27,778 | $1.49M | 0.05% | −900−3.1% | Reduced |
| Inceptionr LLC | 27,755 | $1.49M | 0.38% | +27,755 | New |
| Beacon Pointe Advisors, LLC | 27,736 | $1.49M | 0.02% | +784+2.9% | Added |
| Atom Investors LP | 27,384 | $1.47M | 0.18% | +3,774+16.0% | Added |
| Group One Trading, L.P. | 27,260 | $1.47M | 0.05% | +3,380+14.2% | Added |
| Claro Advisors LLC | 26,938 | $1.45M | 0.25% | −1,737−6.1% | Reduced |
| Berger Financial Group, Inc | 26,365 | $1.42M | 0.12% | +387+1.5% | Added |
| Central Bank & Trust Co | 26,230 | $1.41M | 0.20% | −1,401−5.1% | Reduced |
| Van Hulzen Asset Management, LLC | 26,200 | $1.41M | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 25,904 | $1.39M | 0.05% | +3,737+16.9% | Added |
| Empowered Funds, LLC | 25,811 | $1.39M | 0.03% | +7,394+40.1% | Added |
| Northwestern Mutual Wealth Management Co | 25,680 | $1.38M | 0.00% | −1,108−4.1% | Reduced |
| Stevens Capital Management LP | 25,531 | $1.37M | 0.27% | +25,531 | New |
| Hudson Bay Capital Management LP | 25,241 | $1.36M | 0.01% | +25,241 | New |
| Bayesian Capital Management, LP | 25,146 | $1.35M | 0.13% | −91,700−78.5% | Reduced |
| TD Private Client Wealth LLC | 25,091 | $1.35M | 0.04% | −7,333−22.6% | Reduced |
| UniSuper Management Pty Ltd | 25,084 | $1.35M | 0.01% | +20,094+402.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 25,000 | $1.34M | 0.02% | +5,000+25.0% | Added |
| Mission Wealth Management, LP | 24,529 | $1.32M | 0.04% | −14,438−37.1% | Reduced |
| Bokf, NA | 24,678 | $1.31M | 0.02% | +3,806+18.2% | Added |
| Simplex Trading, LLC | 24,138 | $1.30M | 0.04% | +11,578+92.2% | Added |
| Keybank National Association | 23,576 | $1.27M | 0.01% | −220−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 23,469 | $1.26M | 0.10% | +4,970+26.9% | Added |
| Great Waters Wealth Management | 23,386 | $1.26M | 0.21% | +159+0.7% | Added |
| TownSquare Capital, LLC | 23,020 | $1.24M | 0.02% | +5,213+29.3% | Added |
| Dakota Wealth Management | 22,864 | $1.23M | 0.03% | +3,148+16.0% | Added |
| Norinchukin Bank, The | 22,857 | $1.23M | 0.04% | −428−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 22,828 | $1.23M | 0.05% | −28,681−55.7% | Reduced |
| Ieq Capital, LLC | 22,692 | $1.22M | 0.02% | −2,427−9.7% | Reduced |
| Versor Investments LP | 22,418 | $1.20M | 0.24% | +12,462+125.2% | Added |
| Capstone Investment Advisors, LLC | 22,287 | $1.20M | 0.02% | +7,014+45.9% | Added |
| Metropolitan Life Insurance Co | 22,255 | $1.20M | 0.05% | −206−0.9% | Reduced |
| OV Management LLC | 22,100 | $1.19M | 0.86% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 21,715 | $1.17M | 0.50% | −707−3.2% | Reduced |
| Oppenheimer & Co Inc | 21,512 | $1.16M | 0.02% | −11,344−34.5% | Reduced |
| Polianta Ltd | 21,500 | $1.16M | 0.56% | +21,500 | New |
| Accredited Investors Inc. | 21,361 | $1.15M | 0.07% | +419+2.0% | Added |
| Sagefield Capital LP | 21,350 | $1.15M | 0.14% | +21,350 | New |
| NorthRock Partners, LLC | 20,950 | $1.14M | 0.04% | −3,817−15.4% | Reduced |
| Summit Trail Advisors, LLC | 20,934 | $1.13M | 0.03% | +20,934 | New |
| Geneos Wealth Management Inc. | 20,684 | $1.11M | 0.05% | +104+0.5% | Added |
| Fulton Bank, N.A. | 20,530 | $1.10M | 0.05% | +8,629+72.5% | Added |
| Swiss Life Asset Management Ltd | 20,497 | $1.10M | 0.02% | −87,229−81.0% | Reduced |
| Bremer Bank National Association | 20,337 | $1.09M | 0.20% | −956−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 20,172 | $1.08M | 0.01% | +20,172 | New |
| Rakuten Investment Management, Inc. | 20,162 | $1.08M | 0.01% | +18,797+1,377.1% | Added |
| Lido Advisors, LLC | 19,959 | $1.08M | 0.01% | +10,680+115.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,931 | $1.07M | 0.01% | +9,073+83.6% | Added |
| HighPoint Advisor Group LLC | 19,140 | $1.07M | 0.08% | +1,321+7.4% | Added |
| White Pine Capital LLC | 19,830 | $1.07M | 0.41% | −435−2.1% | Reduced |
| Strong Tower Advisory Services | 19,818 | $1.06M | 0.42% | +19,818 | New |
| Empirical Finance, LLC | 19,578 | $1.05M | 0.06% | +668+3.5% | Added |
| Glenmede Trust Co NA | 19,568 | $1.05M | 0.01% | −8,362−29.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 19,540 | $1.05M | 0.55% | +1,919+10.9% | Added |
| First Citizens Bank & Trust Co | 19,532 | $1.05M | 0.02% | −308−1.6% | Reduced |
| 17 Capital Partners, LLC | 19,464 | $1.05M | 0.78% | +15,937+451.9% | Added |
| South Dakota Investment Council | 19,164 | $1.03M | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 19,025 | $1.02M | 0.01% | −529−2.7% | 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 |
| Investment Management Corp of Ontario | 18,844 | $1.01M | 0.03% | −4,000−17.5% | Reduced |