Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 981 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2024: $23.3B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2023.

Institutions holding XEL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Buckingham Strategic Wealth, LLC18,798$1.01M0.01%+388+2.1%Added
Harbour Investments, Inc.18,748$1.01M0.04%+233+1.3%Added
First Western Trust Bank18,690$1.00M0.05%00.0%Unchanged
DeDora Capital, Inc.18,595$999.5K0.32%+2,425+15.0%Added
Apollon Wealth Management, LLC18,548$997.0K0.03%−1,617−8.0%Reduced
Virtu Financial LLC18,488$994.0K0.08%+18,488New
Moors & Cabot, Inc.18,479$993.3K0.05%+10,140+121.6%Added
Kentucky Retirement Systems Insurance Trust Fund18,210$978.8K0.07%−1,449−7.4%Reduced
Cypress Capital Group18,196$978.0K0.12%−125−0.7%Reduced
Brinker Capital Investments, LLC18,184$977.4K0.01%−3,111−14.6%Reduced
Orion Portfolio Solutions, LLC18,184$977.4K0.01%−3,111−14.6%Reduced
Banco Bilbao Vizcaya Argentaria, S.A.18,074$971.6K0.01%+1,227+7.3%Added
Oppenheimer Asset Management Inc.17,956$965.1K0.01%+17,956New
Atria Wealth Solutions, Inc.17,729$961.3K0.01%+9,507+115.6%Added
Great Valley Advisor Group, Inc.17,629$947.8K0.03%+252+1.5%Added
Dorsey & Whitney Trust CO LLC17,594$945.7K0.06%+1,727+10.9%Added
United Services Automobile Association17,571$944.4K0.02%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC17,509$941.1K0.02%+42+0.2%Added
ISAM Funds (UK) Ltd17,408$935.7K0.54%+5,432+45.4%Added
GYL Financial Synergies, LLC17,339$932.0K0.07%−2,720−13.6%Reduced
AE Wealth Management LLC17,306$930.2K0.01%−64,036−78.7%Reduced
Sigma Planning Corp17,273$928.4K0.03%+4,399+34.2%Added
Gallagher Fiduciary Advisors, LLC17,220$925.6K0.03%+2,843+19.8%Added
Western Wealth Management, LLC17,179$923.4K0.07%−3,793−18.1%Reduced
BI Asset Management Fondsmaeglerselskab A/S16,946$911.0K0.02%+6,573+63.4%Added
Equitable Trust Co16,813$903.7K0.06%+16,813New
Dechtman Wealth Management, LLC16,570$890.7K0.21%+82+0.5%Added
Principal Securities, Inc.16,365$879.6K0.03%+1,900+13.1%Added
Harvest Fund Management Co., Ltd16,347$878.0K0.08%+11,498+237.1%Added
BKD Wealth Advisors, LLC16,296$875.9K0.02%−60−0.4%Reduced
NJ State Employees Deferred Compensation Plan16,243$873.1K0.11%00.0%Unchanged
Credential Qtrade Securities Inc.16,140$867.5K0.05%+16,140New
Avantax Advisory Services, Inc.16,054$862.9K0.01%+212+1.3%Added
Greenleaf Trust15,977$858.8K0.01%−2,761−14.7%Reduced
Koshinski Asset Management, Inc.15,932$856.4K0.09%−1,698−9.6%Reduced
Coldstream Capital Management Inc15,657$841.5K0.02%+475+3.1%Added
Bond & Devick Financial Network, Inc.15,500$833.1K0.45%−1,217−7.3%Reduced
Steward Partners Investment Advisory, LLC15,447$830.3K0.01%−18,789−54.9%Reduced
Ramirez Asset Management, Inc.15,400$827.8K0.17%+7,850+104.0%Added
Farmers & Merchants Trust Co of Long Beach15,382$826.8K0.20%+15,382New
Bessemer Group Inc15,245$821.0K0.00%−2,761−15.3%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main15,199$816.9K0.00%−279,401−94.8%Reduced
Cipher Capital LP15,004$806.5K0.37%−5,848−28.0%Reduced
Savant Capital, LLC14,937$802.8K0.01%+3,307+28.4%Added
Two Sigma Advisers, LP14,900$800.9K0.00%+14,900New
Ethic Inc.14,862$798.8K0.02%+11,337+321.6%Added
Integrated Wealth Concepts LLC14,797$795.3K0.01%+1,193+8.8%Added
WealthTrust Axiom LLC14,751$792.9K0.26%−1,599−9.8%Reduced
Caption Management, LLC14,500$779.4K0.09%+14,500New
Bleakley Financial Group, LLC14,378$772.8K0.02%−1,662−10.4%Reduced
Simplicity Wealth,LLC14,343$770.9K0.02%+14,343New
Fox Run Management, L.L.C.14,333$770.4K0.17%+2,700+23.2%Added
Tokio Marine Asset Management Co Ltd14,325$770.0K0.04%+3,089+27.5%Added
IHT Wealth Management, LLC14,278$767.4K0.03%+1,214+9.3%Added
Icon Advisers Inc14,400$767.2K0.17%−13,000−47.4%Reduced
Aspen Wealth Strategies, LLC13,802$741.9K0.51%+6,497+88.9%Added
Vident Advisory, LLC13,772$740.3K0.02%+5,819+73.2%Added
Tiaa Trust, National Association13,769$740.1K0.00%+53+0.4%Added
Winton Group Ltd13,725$737.7K0.05%+13,725New
Exchange Traded Concepts, LLC13,723$737.6K0.02%+12,764+1,331.0%Added
United Capital Financial Advisers, LLC13,498$725.5K0.01%−10,532−43.8%Reduced
Ballentine Partners, LLC13,467$723.9K0.01%−2,776−17.1%Reduced
Raleigh Capital Management Inc.13,407$720.6K0.31%−2,053−13.3%Reduced
FourThought Financial Partners, LLC13,181$708.5K0.08%−1,231−8.5%Reduced
Pallas Capital Advisors LLC13,111$704.7K0.03%+914+7.5%Added
Bell Bank13,079$703.0K0.06%+20.0%Added
KLCM Advisors, Inc.12,839$690.1K0.09%00.0%Unchanged
Quest Partners LLC12,799$687.9K0.12%+12,799New
Resolution Capital Ltd12,780$686.9K0.01%+12,780New
Sowell Financial Services LLC12,633$686.0K0.03%+12,633New
Finer Wealth Management, Inc.12,750$685.3K0.45%00.0%Unchanged
Raymond James Trust N.A.12,652$680.1K0.02%+1,697+15.5%Added
Stoneridge Investment Partners LLC12,638$679.0K0.26%+12,638New
Degroof Petercam Asset Management12,500$671.9K0.01%−2,500−16.7%Reduced
EP Wealth Advisors, LLC12,477$670.6K0.01%+1,224+10.9%Added
Commerzbank Aktiengesellschaft12,423$668.0K0.02%+12,423New
Parallax Volatility Advisers, L.P.12,248$658.3K0.02%+12,248New
CWA Asset Management Group, LLC12,208$656.2K0.04%+5,746+88.9%Added
Amarillo National Bank12,050$647.7K0.12%+485+4.2%Added
Petrus Trust Company, LTA11,848$636.8K0.06%+11,848New
Bailard, Inc.11,832$636.0K0.02%−173−1.4%Reduced
Advisors Management Group Inc11,789$634.0K0.16%−352−2.9%Reduced
Marks Group Wealth Management, Inc11,674$627.5K0.07%00.0%Unchanged
Chronos Wealth Management, LLC11,491$617.6K0.36%00.0%Unchanged
Dynamic Technology Lab Private Ltd11,488$617.0K0.07%+5,828+103.0%Added
Advisory Services Network, LLC11,444$615.1K0.01%+1,709+17.6%Added
ICA Group Wealth Management, LLC11,374$611.4K0.12%+1,345+13.4%Added
HighMark Wealth Management LLC11,370$611.2K0.38%+4,459+64.5%Added
Emerald Advisors, LLC11,366$610.9K0.11%00.0%Unchanged
Prospera Financial Services Inc11,083$595.8K0.02%−6,228−36.0%Reduced
Cahill Financial Advisors Inc11,047$593.8K0.08%−277−2.4%Reduced
Bard Financial Services, Inc.11,000$591.3K0.06%00.0%Unchanged
Foundations Investment Advisors, LLC10,984$590.4K0.02%−218−1.9%Reduced
Thompson Investment Management, Inc.10,899$585.8K0.09%00.0%Unchanged
Kingsview Wealth Management, LLC10,761$578.4K0.01%−259−2.4%Reduced
Asset Dedication, LLC10,887$577.0K0.04%−10,311−48.6%Reduced
Verdence Capital Advisors LLC10,717$576.0K0.05%+535+5.3%Added
National Asset Management, Inc.9,909$572.1K0.02%−802−7.5%Reduced
Benjamin F. Edwards & Company, Inc.10,498$564.0K0.01%−5,820−35.7%Reduced
Mosaic Family Wealth Partners, LLC10,479$563.2K0.09%−25−0.2%Reduced