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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 10,407 | $559.4K | 0.01% | −19,519−65.2% | Reduced |
| Signaturefd, LLC | 10,346 | $556.1K | 0.01% | −4,269−29.2% | Reduced |
| First Hawaiian Bank | 10,335 | $555.5K | 0.02% | +426+4.3% | Added |
| Kesler, Norman & Wride, LLC | 10,239 | $550.4K | 0.12% | −15,768−60.6% | Reduced |
| Brown Advisory Inc | 10,205 | $548.5K | 0.00% | +454+4.7% | Added |
| Aptus Capital Advisors, LLC | 10,141 | $545.1K | 0.01% | +136+1.4% | Added |
| Wealth Alliance | 10,032 | $539.2K | 0.07% | −3,273−24.6% | Reduced |
| Horizon Investments, LLC | 9,986 | $536.7K | 0.01% | +195+2.0% | Added |
| Dearborn Partners LLC | 9,923 | $533.4K | 0.02% | −355−3.5% | Reduced |
| Neuberger Berman Group LLC | 9,755 | $524.3K | 0.00% | −12,851−56.8% | Reduced |
| Everence Capital Management Inc | 9,744 | $524.0K | 0.03% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 9,718 | $522.3K | 0.11% | −324−3.2% | Reduced |
| Midwest Professional Planners, LTD. | 9,654 | $518.9K | 0.18% | +1,189+14.0% | Added |
| OmniStar Financial Group, Inc. | 9,622 | $517.2K | 0.47% | +9,622 | New |
| Sherbrooke Park Advisers LLC | 9,619 | $517.0K | 0.10% | −1,588−14.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,527 | $512.1K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 9,500 | $510.6K | 0.13% | +9,500 | New |
| Qtron Investments LLC | 9,412 | $505.9K | 0.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 9,399 | $505.2K | 0.06% | −1,200−11.3% | Reduced |
| NovaPoint Capital, LLC | 9,391 | $504.8K | 0.18% | −2,137−18.5% | Reduced |
| STF Management LP | 9,220 | $495.6K | 0.21% | −132−1.4% | Reduced |
| FineMark National Bank & Trust | 9,100 | $489.1K | 0.02% | −44−0.5% | Reduced |
| American State Bank (Iowa) | 9,009 | $484.2K | 0.32% | −745−7.6% | Reduced |
| Resources Investment Advisors, LLC. | 8,993 | $483.4K | 0.01% | +484+5.7% | Added |
| Argent Trust Co | 8,979 | $482.6K | 0.02% | −1,182−11.6% | Reduced |
| Old Port Advisors | 8,971 | $482.2K | 0.15% | −461−4.9% | Reduced |
| Holocene Advisors, LP | 8,958 | $481.5K | 0.00% | −116,293−92.8% | Reduced |
| Kestra Private Wealth Services, LLC | 8,824 | $474.3K | 0.01% | −1,619−15.5% | Reduced |
| Coastline Trust Co | 8,755 | $470.6K | 0.06% | −2,390−21.4% | Reduced |
| Stonebridge Capital Advisors LLC | 8,649 | $464.9K | 0.04% | +29+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 8,589 | $461.7K | 0.00% | −133,721−94.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,584 | $461.4K | 0.22% | +4,991+138.9% | Added |
| Cascade Investment Group, Inc. | 8,580 | $461.2K | 0.35% | −500−5.5% | Reduced |
| Central Trust Co | 8,477 | $455.6K | 0.01% | +47+0.6% | Added |
| Coastal Bridge Advisors, LLC | 8,427 | $453.0K | 0.10% | −1,434−14.5% | Reduced |
| Aviva PLC | 8,354 | $449.0K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 8,339 | $448.2K | 0.05% | −250−2.9% | Reduced |
| Oarsman Capital, Inc. | 8,272 | $444.6K | 0.11% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 8,307 | $442.6K | 0.08% | 00.0% | Unchanged |
| Trust Point Inc. | 8,228 | $442.3K | 0.03% | +773+10.4% | Added |
| International Assets Investment Management, LLC | 8,276 | $441.0K | 0.05% | −1,434−14.8% | Reduced |
| Financial Advocates Investment Management | 8,167 | $439.0K | 0.03% | +179+2.2% | Added |
| Cohen Klingenstein LLC | 8,100 | $435.4K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 8,008 | $430.4K | 0.02% | −726−8.3% | Reduced |
| Park Avenue Securities LLC | 7,989 | $429.0K | 0.01% | −586−6.8% | Reduced |
| Gotham Asset Management, LLC | 7,949 | $427.3K | 0.01% | −4,475−36.0% | Reduced |
| Parsons Capital Management Inc | 7,922 | $425.8K | 0.03% | −290−3.5% | Reduced |
| Veriti Management LLC | 7,916 | $425.5K | 0.03% | −1,665−17.4% | Reduced |
| Colony Group, LLC | 7,891 | $424.0K | 0.00% | +7,891 | New |
| SC&H Financial Advisors, Inc. | 7,854 | $422.1K | 0.11% | −795−9.2% | Reduced |
| Bradley Foster & Sargent Inc | 7,817 | $420.2K | 0.01% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 7,801 | $419.3K | 0.00% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,795 | $419.0K | 0.37% | +9+0.1% | Added |
| First Foundation Advisors | 7,735 | $415.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,711 | $414.5K | 0.02% | +2,902+60.3% | Added |
| Alberta Investment Management Corp | 7,700 | $413.9K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 7,675 | $412.5K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,559 | $406.3K | 0.01% | +146+2.0% | Added |
| Aveo Capital Partners, LLC | 7,484 | $406.0K | 0.04% | −115−1.5% | Reduced |
| Ostrum Asset Management | 7,509 | $403.6K | 0.03% | +5,037+203.8% | Added |
| Legacy Wealth Asset Management, LLC | 7,438 | $399.8K | 0.11% | +7,438 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 7,434 | $399.6K | 0.52% | +7,434 | New |
| Reuter James Wealth Management, LLC | 7,428 | $399.3K | 0.28% | −148−2.0% | Reduced |
| Occudo Quantitative Strategies LP | 7,418 | $398.7K | 0.07% | −77,353−91.2% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $398.2K | 0.01% | +994+15.5% | Added |
| Modern Wealth Management, LLC | 7,403 | $397.9K | 0.04% | +640+9.5% | Added |
| Sumitomo Life Insurance Co | 7,304 | $392.6K | 0.01% | −407−5.3% | Reduced |
| Romano Brothers and Company | 7,262 | $390.3K | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 7,175 | $385.7K | 0.01% | −18,710−72.3% | Reduced |
| Boston Private Wealth LLC | 7,172 | $385.5K | 0.01% | −822−10.3% | Reduced |
| Allworth Financial LP | 7,104 | $381.9K | 0.00% | −434−5.8% | Reduced |
| Intrust Bank NA | 7,091 | $381.1K | 0.04% | −1,990−21.9% | Reduced |
| Insigneo Advisory Services, LLC | 6,980 | $379.1K | 0.05% | +136+2.0% | Added |
| Two Sigma Securities, LLC | 6,998 | $376.1K | 0.02% | +3,172+82.9% | Added |
| Wetherby Asset Management Inc | 6,995 | $376.0K | 0.02% | −2,448−25.9% | Reduced |
| SNS Financial Group, LLC | 6,853 | $372.1K | 0.04% | +31+0.5% | Added |
| V-Square Quantitative Management LLC | 6,894 | $370.6K | 0.06% | +2,256+48.6% | Added |
| Campbell & CO Investment Adviser LLC | 6,873 | $369.4K | 0.03% | +6,873 | New |
| Access Financial Services, Inc. | 6,860 | $368.7K | 0.16% | +6+0.1% | Added |
| GAMMA Investing LLC | 6,855 | $368.5K | 0.08% | −819−10.7% | Reduced |
| Angeles Investment Advisors, LLC | 6,780 | $368.1K | 0.02% | −49−0.7% | Reduced |
| Affiance Financial, LLC | 6,752 | $362.9K | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,739 | $362.2K | 0.01% | −1,681−20.0% | Reduced |
| Spirit of America Management Corp | 6,700 | $360.1K | 0.07% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,624 | $356.0K | 0.04% | −214−3.1% | Reduced |
| Snowden Capital Advisors LLC | 6,514 | $353.7K | 0.01% | −138−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 6,475 | $348.0K | 0.03% | −432−6.3% | Reduced |
| PFG Investments, LLC | 6,459 | $347.2K | 0.02% | +252+4.1% | Added |
| Capital Investment Advisors, LLC | 6,450 | $346.7K | 0.01% | +919+16.6% | Added |
| Longfellow Investment Management Co LLC | 6,447 | $346.5K | 0.08% | +48+0.8% | Added |
| David Loasby | 6,362 | $345.9K | 0.04% | +2,277+55.7% | Added |
| Chicago Partners Investment Group LLC | 6,215 | $343.5K | 0.01% | −34−0.5% | Reduced |
| Fundamentun, LLC | 6,378 | $342.8K | 0.03% | +256+4.2% | Added |
| Stephens Inc | 6,332 | $340.4K | 0.01% | −972−13.3% | Reduced |
| Townsend & Associates, Inc | 6,148 | $339.8K | 0.04% | +7+0.1% | Added |
| Personal Cfo Solutions, LLC | 6,263 | $336.7K | 0.05% | +315+5.3% | Added |
| Level Four Advisory Services, LLC | 5,431 | $336.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,239 | $335.2K | 0.03% | +4+0.1% | Added |
| Ingalls & Snyder LLC | 6,198 | $333.0K | 0.01% | −350−5.3% | Reduced |
| Lincoln National Corp | 6,082 | $326.9K | 0.01% | +783+14.8% | Added |