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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
Redhawk Wealth Advisors, Inc.4,272$229.6K0.04%+516+13.7%Added
South State Corp.4,268$229.4K0.02%00.0%Unchanged
Manchester Capital Management LLC4,261$229.0K0.03%+1,630+62.0%Added
Gateway Wealth Partners, LLC4,231$227.4K0.08%−1,140−21.2%Reduced
DORVAL Corp4,290$226.1K0.10%−842−16.4%Reduced
TCI Wealth Advisors, Inc.4,204$226.0K0.02%−29−0.7%Reduced
Tradewinds, LLC.4,201$225.8K0.20%+4,201New
Lake Street Advisors Group, LLC4,139$225.0K0.01%−1,438−25.8%Reduced
Pitcairn Co4,172$224.2K0.01%+4,172New
Invesco, LLC4,144$222.7K0.09%+361+9.5%Added
Destination Wealth Management4,124$221.7K0.01%−434−9.5%Reduced
nVerses Capital, LLC4,100$220.4K0.53%+4,100New
Samalin Investment Counsel, LLC4,096$220.1K0.10%+19+0.5%Added
First National Bank Sioux Falls4,079$219.2K0.12%+675+19.8%Added
Johnson Investment Counsel Inc4,066$218.5K0.00%00.0%Unchanged
Vinva Investment Management Ltd4,060$218.2K0.01%+4,060New
Wesbanco Bank Inc4,059$218.2K0.01%−268−6.2%Reduced
Congress Wealth Management LLC4,017$215.9K0.00%+4,017New
Kure Advisory, LLC4,003$215.1K0.18%−2,289−36.4%Reduced
USAdvisors Wealth Management, LLC4,044$215.0K0.08%+21+0.5%Added
Graves-Light Private Wealth Management, Inc.4,000$215.0K0.02%00.0%Unchanged
Wedmont Private Capital3,950$214.8K0.02%−1,288−24.6%Reduced
Principle Wealth Partners LLC3,980$213.9K0.02%00.0%Unchanged
Lantz Financial LLC3,977$213.8K0.07%00.0%Unchanged
Carlson Capital Management3,970$213.4K0.01%−8,115−67.1%Reduced
GPS Wealth Strategies Group, LLC3,962$213.0K0.03%−613−13.4%Reduced
Wilbanks Smith & Thomas Asset Management LLC3,958$212.7K0.01%00.0%Unchanged
Numerai GP LLC3,943$211.9K0.09%+3,943New
Paragon Capital Management LLC3,931$211.3K0.11%00.0%Unchanged
Conning Inc.3,905$209.9K0.01%00.0%Unchanged
Peak Asset Management, LLC3,896$209.4K0.04%00.0%Unchanged
Alpha Cubed Investments, LLC3,889$209.0K0.01%+3,889New
TCG Advisory Services, LLC3,866$207.8K0.01%+54+1.4%Added
RNC Capital Management LLC3,853$207.1K0.01%+8+0.2%Added
Chesley Taft & Associates LLC3,851$207.0K0.01%00.0%Unchanged
Moody National Bank Trust Division3,820$205.3K0.02%+266+7.5%Added
Lazari Capital Management, Inc.3,816$205.1K0.11%+118+3.2%Added
Austin Private Wealth, LLC3,789$204.9K0.02%+2+0.1%Added
AlphaStar Capital Management, LLC3,812$204.9K0.02%−76−2.0%Reduced
Planning Center, Inc.3,806$204.6K0.04%−2−0.1%Reduced
SCP Investment, LP3,800$204.3K0.13%+3,800New
Williams Jones Wealth Management, LLC.3,775$202.9K0.00%−1,135−23.1%Reduced
Cidel Asset Management Inc3,772$202.7K0.02%+231+6.5%Added
Aigen Investment Management, LP3,767$202.5K0.04%+3,767New
Scissortail Wealth Management, LLC3,749$201.5K0.05%−11,058−74.7%Reduced
SpiderRock Advisors, LLC3,870$201.4K0.01%+3,870New
First Business Financial Services, Inc.3,737$200.9K0.02%−250−6.3%Reduced
Ronald Blue Trust, Inc.3,657$196.6K0.00%+327+9.8%Added
Broadwater Capital Management LLC3,600$193.5K0.15%00.0%Unchanged
CoreFirst Bank & Trust3,559$191.3K0.12%00.0%Unchanged
Farther Finance Advisors, LLC3,523$187.7K0.01%+139+4.1%Added
Institutional & Family Asset Management, LLC3,407$183.1K0.03%+25+0.7%Added
Peoples Financial Services Corp.3,400$182.8K0.08%00.0%Unchanged
SRS Capital Advisors, Inc.3,375$181.4K0.02%−10,634−75.9%Reduced
Lummis Asset Management, LP3,283$176.5K0.24%00.0%Unchanged
Larson Financial Group LLC3,227$173.5K0.01%−182−5.3%Reduced
Cherry Tree Wealth Management, LLC3,201$172.1K0.04%+14+0.4%Added
Private Trust Co NA3,201$172.1K0.02%−152−4.5%Reduced
Brown Brothers Harriman & Co2,908$156.3K0.00%−156,208−98.2%Reduced
Cranbrook Wealth Management, LLC2,905$156.1K0.04%00.0%Unchanged
Trust Co2,882$154.9K0.02%00.0%Unchanged
CVA Family Office, LLC2,851$153.2K0.03%+335+13.3%Added
Whittier Trust Co2,641$142.0K0.00%+411+18.4%Added
EntryPoint Capital, LLC2,584$138.9K0.12%+2,584New
Hilltop National Bank2,554$137.3K0.05%+2,554New
China Universal Asset Management Co., Ltd.2,504$135.9K0.02%+1,401+127.0%Added
Motco2,517$135.3K0.01%00.0%Unchanged
Elgethun Capital Management2,546$135.0K0.03%+543+27.1%Added
Founders Capital Management2,500$134.4K0.09%00.0%Unchanged
Lindbrook Capital, LLC2,482$133.4K0.01%−1,145−31.6%Reduced
JNBA Financial Advisors2,458$132.1K0.01%−158−6.0%Reduced
Smithfield Trust Co2,401$129.0K0.01%−305−11.3%Reduced
Washington Trust Co2,383$128.1K0.00%−62−2.5%Reduced
Jackson, Grant Investment Advisers, Inc.2,376$127.7K0.05%00.0%Unchanged
Colonial Trust Co2,354$126.5K0.02%−49−2.0%Reduced
Umb Bank N A2,343$125.9K0.00%−2,621−52.8%Reduced
Riverview Trust Co2,333$125.4K0.10%+2,333New
Mather Group, LLC.2,023$125.2K0.00%+2,023New
Marquette Asset Management, LLC2,300$123.6K0.02%+790+52.3%Added
Kayne Anderson Rudnick Investment Management LLC2,261$121.6K0.00%−10.0%Reduced
Christopher J. Hasenberg, Inc2,194$117.9K0.06%+2,194New
Sound Income Strategies, LLC2,188$117.6K0.01%00.0%Unchanged
Wolff Wiese Magana LLC2,103$113.0K0.10%−46−2.1%Reduced
St Germain D J Co Inc2,051$110.2K0.01%00.0%Unchanged
Financial Perspectives, Inc2,046$110.0K0.04%−1,473−41.9%Reduced
Scarborough Advisors, LLC2,018$108.5K0.05%00.0%Unchanged
Chilton Capital Management LLC2,000$107.5K0.01%−1,247−38.4%Reduced
LGT Financial Advisors LLC1,874$100.7K0.12%−84−4.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,765$97.0K0.00%−6,000−77.3%Reduced
First Community Trust NA1,800$96.8K0.09%00.0%Unchanged
Vestor Capital, LLC1,771$95.0K0.01%00.0%Unchanged
HM Payson & Co1,747$93.9K0.00%−300−14.7%Reduced
Stephenson National Bank & Trust1,713$92.1K0.03%00.0%Unchanged
Front Row Advisors LLC1,688$91.7K0.03%00.0%Unchanged
First Manhattan Co1,700$91.4K0.00%−2−0.1%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,685$91.0K0.04%00.0%Unchanged
Parkside Financial Bank & Trust1,688$90.7K0.01%−198−10.5%Reduced
Whittier Trust Co of Nevada Inc1,660$89.2K0.00%−41−2.4%Reduced
Bank of New Hampshire1,629$87.6K0.02%00.0%Unchanged
Quent Capital, LLC1,602$86.1K0.01%+168+11.7%Added