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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 6,108 | $326.0K | 0.06% | +52+0.9% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $325.2K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,012 | $323.1K | 0.04% | +6,012 | New |
| Integris Wealth Management, LLC | 6,000 | $322.5K | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,996 | $322.4K | 0.01% | +5,996 | New |
| Smith Anglin Financial, LLC | 5,996 | $322.3K | 0.03% | +714+13.5% | Added |
| Sequoia Financial Advisors, LLC | 5,893 | $316.7K | 0.00% | −6,180−51.2% | Reduced |
| Cigna Investments Inc | 5,822 | $313.0K | 0.06% | −120−2.0% | Reduced |
| Hills Bank & Trust Co | 5,796 | $311.5K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 5,786 | $311.0K | 0.01% | −546−8.6% | Reduced |
| MBB Public Markets I LLC | 5,774 | $310.4K | 0.02% | +5,774 | New |
| Alley Investment Management Company, LLC | 5,756 | $309.4K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,734 | $308.2K | 0.00% | +2,416+72.8% | Added |
| Old Second National Bank of Aurora | 5,698 | $306.3K | 0.08% | −1,000−14.9% | Reduced |
| Meritage Group LP | 5,666 | $305.0K | 0.01% | +1,397+32.7% | Added |
| CAPROCK Group, Inc. | 5,552 | $301.6K | 0.02% | −1,964−26.1% | Reduced |
| Synovus Financial Corp | 5,592 | $300.6K | 0.00% | −132−2.3% | Reduced |
| First Horizon Advisors, Inc. | 5,582 | $300.1K | 0.01% | +509+10.0% | Added |
| Kingswood Wealth Advisors, LLC | 5,575 | $299.7K | 0.03% | −6,477−53.7% | Reduced |
| Old National Bancorp | 5,544 | $298.0K | 0.01% | −551−9.0% | Reduced |
| First Commonwealth Financial Corp | 5,544 | $298.0K | 0.08% | −125−2.2% | Reduced |
| XTX Topco Ltd | 5,535 | $297.5K | 0.04% | +5,535 | New |
| ICICI Prudential Asset Management Co Ltd | 5,527 | $297.1K | 0.03% | +172+3.2% | Added |
| Corundum Group, Inc. | 5,523 | $296.9K | 0.14% | −157−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 5,522 | $296.9K | 0.00% | −1,345−19.6% | Reduced |
| Independent Advisor Alliance | 5,513 | $296.3K | 0.01% | −694−11.2% | Reduced |
| E Fund Management Co., Ltd. | 5,479 | $294.5K | 0.02% | −15−0.3% | Reduced |
| Nicollet Investment Management, Inc. | 5,464 | $294.0K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,448 | $292.8K | 0.07% | −3,081−36.1% | Reduced |
| Brookstone Capital Management | 5,448 | $292.8K | 0.01% | −695−11.3% | Reduced |
| Quadrant Capital Group LLC | 5,415 | $291.1K | 0.02% | −2,112−28.1% | Reduced |
| James Hambro & Partners | 5,400 | $290.2K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 5,397 | $290.1K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,397 | $290.1K | 0.01% | −119−2.2% | Reduced |
| HB Wealth Management, LLC | 5,395 | $290.0K | 0.00% | −10,070−65.1% | Reduced |
| Park Place Capital Corp | 5,394 | $289.9K | 0.10% | −1,532−22.1% | Reduced |
| Charter Trust Co | 5,389 | $289.7K | 0.02% | −300−5.3% | Reduced |
| Concord Wealth Partners | 5,345 | $287.3K | 0.05% | +150+2.9% | Added |
| Merit Financial Group, LLC | 5,284 | $286.7K | 0.01% | +1,881+55.3% | Added |
| Stock Yards Bank & Trust Co | 5,316 | $285.7K | 0.01% | −854−13.8% | Reduced |
| Sandy Spring Bank | 5,308 | $285.3K | 0.01% | +1,016+23.7% | Added |
| Ballast Advisors LLC | 5,304 | $285.1K | 0.10% | +1,174+28.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,262 | $284.4K | 0.01% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,264 | $282.9K | 0.18% | +1,692+47.4% | Added |
| Nations Financial Group Inc, | 5,226 | $280.9K | 0.02% | +5+0.1% | Added |
| Secured Retirement Advisors, LLC | 5,195 | $279.2K | 0.24% | +343+7.1% | Added |
| Centre Asset Management, LLC | 5,187 | $279.0K | 0.07% | −182−3.4% | Reduced |
| Farmers & Merchants Investments Inc | 5,178 | $278.3K | 0.01% | −4,797−48.1% | Reduced |
| Mutual Advisors, LLC | 5,143 | $276.5K | 0.01% | +1,437+38.8% | Added |
| Heritage Trust Co | 5,133 | $275.9K | 0.04% | −114−2.2% | Reduced |
| Avestar Capital, LLC | 5,109 | $274.6K | 0.03% | −319−5.9% | Reduced |
| Trueblood Wealth Management, LLC | 5,105 | $274.4K | 0.16% | +88+1.8% | Added |
| Evergreen Capital Management LLC | 5,012 | $272.5K | 0.01% | −1,613−24.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,062 | $272.1K | 0.13% | −171−3.3% | Reduced |
| Eqis Capital Management, Inc. | 5,060 | $272.0K | 0.02% | −1,354−21.1% | Reduced |
| RSM US Wealth Management LLC | 5,047 | $271.3K | 0.01% | +37+0.7% | Added |
| Quantum Financial Advisors, LLC | 5,045 | $271.2K | 0.05% | +519+11.5% | Added |
| Adviser Investments LLC | 4,978 | $267.6K | 0.00% | +4+0.1% | Added |
| Summit Financial, LLC | 4,926 | $267.4K | 0.02% | −52−1.0% | Reduced |
| Glenview Trust Co | 4,935 | $265.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,932 | $265.1K | 0.01% | −171−3.4% | Reduced |
| Abbrea Capital, LLC | 4,874 | $265.0K | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,915 | $264.3K | 0.07% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,918 | $262.0K | 0.08% | −642−11.5% | Reduced |
| GTS Securities LLC | 4,868 | $261.7K | 0.01% | −3,035−38.4% | Reduced |
| Proequities, Inc. | 4,791 | $260.1K | 0.02% | +16+0.3% | Added |
| GHP Investment Advisors, Inc. | 4,809 | $258.5K | 0.01% | +1,528+46.6% | Added |
| Danske Bank A/S | 4,799 | $257.9K | 0.00% | +4,799 | New |
| West Family Investments, Inc. | 4,776 | $256.7K | 0.08% | +985+26.0% | Added |
| Headinvest, LLC | 4,767 | $256.2K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,711 | $253.2K | 0.01% | +4,711 | New |
| Buckingham Strategic Partners | 4,710 | $253.2K | 0.01% | +4,710 | New |
| Axxcess Wealth Management, LLC | 4,709 | $253.1K | 0.01% | +28+0.6% | Added |
| Nomura Holdings Inc | 4,651 | $250.0K | 0.00% | −6,467−58.2% | Reduced |
| Systematic Portfolios LLC | 2,144 | $249.2K | 0.86% | −3,228−60.1% | Reduced |
| Simon Quick Advisors, LLC | 4,634 | $249.1K | 0.02% | −269−5.5% | Reduced |
| PrairieView Partners, LLC | 4,621 | $249.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,601 | $247.3K | 0.01% | −859−15.7% | Reduced |
| Triumph Capital Management | 4,636 | $247.0K | 0.10% | +617+15.4% | Added |
| RMB Capital Management, LLC | 4,565 | $245.5K | 0.01% | −475−9.4% | Reduced |
| FFT Wealth Management LLC | 4,549 | $244.5K | 0.02% | +900+24.7% | Added |
| Warren Averett Asset Management, LLC | 4,524 | $243.2K | 0.01% | +4,524 | New |
| Ashton Thomas Private Wealth, LLC | 4,504 | $242.1K | 0.01% | −433−8.8% | Reduced |
| InterOcean Capital Group, LLC | 4,499 | $241.8K | 0.01% | +4,499 | New |
| Ci Investments Inc. | 4,480 | $241.0K | 0.00% | +1,236+38.1% | Added |
| Montag A & Associates Inc | 4,422 | $240.1K | 0.01% | −410−8.5% | Reduced |
| Csenge Advisory Group | 4,429 | $238.0K | 0.01% | −94−2.1% | Reduced |
| NBC Securities, Inc. | 4,434 | $238.0K | 0.02% | −2,797−38.7% | Reduced |
| Kozak & Associates, Inc. | 4,250 | $237.4K | 0.06% | +56+1.3% | Added |
| Intrua Financial, LLC | 4,402 | $236.6K | 0.04% | −103−2.3% | Reduced |
| Welch Group, LLC | 4,400 | $236.5K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,385 | $235.7K | 0.18% | +4,385 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 4,383 | $235.6K | 0.05% | 00.0% | Unchanged |
| Eastern Bank | 4,382 | $235.5K | 0.01% | +80+1.9% | Added |
| Warwick Investment Management, Inc. | 4,377 | $235.3K | 0.06% | −151−3.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,358 | $234.3K | 0.01% | +357+8.9% | Added |
| Jones Financial Companies LLLP | 4,334 | $233.0K | 0.00% | −100−2.3% | Reduced |
| Parallel Advisors, LLC | 4,320 | $232.2K | 0.01% | −1,349−23.8% | Reduced |
| Buska Wealth Management, LLC | 4,291 | $230.6K | 0.10% | +4,291 | New |
| Global Retirement Partners, LLC | 4,290 | $230.6K | 0.01% | +510+13.5% | Added |