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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1,585 | $85.2K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,569 | $85.2K | 0.03% | +196+14.3% | Added |
| Hexagon Capital Partners LLC | 1,578 | $84.8K | 0.02% | −110−6.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,578 | $84.8K | 0.02% | −13−0.8% | Reduced |
| Peoples Bank | 1,531 | $82.3K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $80.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,497 | $80.5K | 0.02% | −120−7.4% | Reduced |
| Colonial Trust Advisors | 1,497 | $80.5K | 0.01% | −45−2.9% | Reduced |
| Hanson & Doremus Investment Management | 1,459 | $78.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1,363 | $73.2K | 0.05% | −323−19.2% | Reduced |
| Trust Co of Vermont | 1,355 | $72.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,341 | $72.8K | 0.00% | +100+8.1% | Added |
| City State Bank | 1,316 | $71.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,316 | $71.0K | 0.05% | +1,007+325.9% | Added |
| State of Wyoming | 1,292 | $69.4K | 0.01% | +19+1.5% | Added |
| IAG Wealth Partners, LLC | 1,276 | $68.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,262 | $68.5K | 0.01% | +262+26.2% | Added |
| NBT Bank N A | 1,263 | $67.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,222 | $65.7K | 0.01% | +4+0.3% | Added |
| Sunbelt Securities, Inc. | 1,200 | $64.5K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,192 | $64.1K | 0.03% | +36+3.1% | Added |
| Winch Advisory Services, LLC | 1,161 | $62.4K | 0.02% | +10+0.9% | Added |
| WFA Asset Management Corp | 1,131 | $60.8K | 0.03% | +10+0.9% | Added |
| North Star Investment Management Corp. | 1,085 | $58.3K | 0.00% | +29+2.7% | Added |
| Massmutual Trust Co FSB | 1,060 | $57.0K | 0.00% | −561−34.6% | Reduced |
| Burkett Financial Services, LLC | 1,059 | $56.9K | 0.03% | +10+1.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,030 | $55.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $55.4K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,018 | $54.2K | 0.04% | +1,018 | New |
| FinTrust Capital Advisors, LLC | 988 | $53.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $51.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $51.6K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $51.4K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 955 | $51.3K | 0.01% | −40−4.0% | Reduced |
| Centennial Bank | 947 | $50.9K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 929 | $50.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 925 | $49.7K | 0.01% | −856−48.1% | Reduced |
| Prestige Wealth Management Group LLC | 914 | $49.7K | 0.01% | −218−19.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 902 | $48.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 888 | $47.7K | 0.01% | −55−5.8% | Reduced |
| Caldwell Trust Co | 884 | $47.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 882 | $47.0K | 0.00% | −340−27.8% | Reduced |
| CoreCap Advisors, LLC | 846 | $45.5K | 0.00% | +846 | New |
| Venturi Wealth Management, LLC | 843 | $45.3K | 0.00% | +84+11.1% | Added |
| Hoese & Co LLP | 836 | $44.0K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $43.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 772 | $41.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 766 | $41.2K | 0.00% | +6+0.8% | Added |
| Emfo, LLC | 745 | $40.0K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 728 | $39.1K | 0.00% | +140+23.8% | Added |
| Bell Investment Advisors, Inc | 727 | $39.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 698 | $38.0K | 0.00% | −151−17.8% | Reduced |
| McIlrath & Eck, LLC | 690 | $37.1K | 0.01% | +6+0.9% | Added |
| Strengthening Families & Communities, LLC | 696 | $37.0K | 0.02% | +6+0.9% | Added |
| Tradewinds Capital Management, LLC | 672 | $36.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 667 | $35.9K | 0.03% | −2,410−78.3% | Reduced |
| Clearstead Advisors, LLC | 639 | $35.7K | 0.00% | −578−47.5% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $35.4K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 630 | $33.9K | 0.01% | −386−38.0% | Reduced |
| JJJ Advisors Inc. | 621 | $33.4K | 0.01% | −116−15.7% | Reduced |
| TSFG, LLC | 605 | $33.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 600 | $32.3K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 611 | $32.0K | 0.00% | −1,571−72.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $31.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $30.9K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 562 | $30.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 546 | $29.4K | 0.01% | −21,440−97.5% | Reduced |
| Addison Advisors LLC | 533 | $28.6K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $28.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 525 | $28.2K | 0.00% | +7+1.4% | Added |
| Canopy Partners, LLC | 509 | $27.4K | 0.01% | −4,098−89.0% | Reduced |
| Tower View Investment Management & Research LLC | 500 | $26.9K | 0.02% | −483−49.1% | Reduced |
| Pinnacle Financial Partners Inc | 500 | $26.9K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $26.9K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 494 | $26.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $26.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 492 | $26.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 473 | $25.4K | 0.01% | +150+46.4% | Added |
| Tidemark, LLC | 465 | $25.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 460 | $24.7K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 380 | $23.5K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $22.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 408 | $21.9K | 0.02% | +408 | New |
| Pacific Capital Wealth Advisors, Inc | 407 | $21.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 396 | $21.3K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 384 | $21.0K | 0.00% | −49−11.3% | Reduced |
| Pin Oak Investment Advisors Inc | 353 | $19.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 347 | $18.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 334 | $18.0K | 0.00% | −44−11.6% | Reduced |
| Webster Bank, N. A. | 325 | $17.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 320 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 300 | $16.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $16.1K | 0.00% | +268+837.5% | Added |
| Wetzel Investment Advisors, Inc. | 287 | $15.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $15.3K | 0.00% | −62−18.1% | Reduced |
| Country Trust Bank | 276 | $14.8K | 0.00% | 00.0% | Unchanged |