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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

Q2 2024 vs. Q1 2024

How the institutions holding Xcel Energy Inc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of XEL: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders98112974+5
Shares433.3M1.28M435.2M+3.21M (+0.7%)
Value$23.3B$68.6M$23.3B+$5.60M (0.0%)

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Xcel Energy Inc at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to XEL in Q2 2024
InstitutionSharesValue% of portfolio
Brandywine Global Investment Management, LLC978,415$52.3M0.39%
Mirae Asset Global ETFs Holdings Ltd.395,865$21.1M0.05%
Corebridge Financial, Inc.178,967$9.56M0.05%
BTG Pactual Asset Management US LLC107,617$5.75M1.44%
Sanctuary Advisors, LLC64,337$3.47M0.03%
Decade Renewable Partners LP57,700$3.08M1.50%
Employees Retirement System of Texas53,000$2.83M0.03%
Y-Intercept (Hong Kong) Ltd43,085$2.30M0.13%
Mizuho Securities USA LLC42,846$2.29M0.05%
M&G Plc29,558$1.57M0.01%
Blackhawk Capital Partners LLC.26,936$1.44M0.87%
FORA Capital, LLC26,089$1.39M0.17%
Mattson Financial Services, LLC21,463$1.15M0.41%
Paloma Partners Management Co20,109$1.07M0.09%
Hartree Partners, LP20,000$1.07M0.27%
Omers Administration Corp19,231$1.03M0.01%
Royal Fund Management, LLC18,692$998.4K0.13%
Catalyst Funds Management Pty Ltd18,200$972.1K0.26%
Axq Capital, LP13,320$711.4K0.17%
Brown Financial Advisors12,869$687.3K0.31%
Sanibel Captiva Trust Company, Inc.12,384$661.4K0.02%
AMF Pensionsforsakring AB12,259$654.8K0.00%
Heritage Wealth Management, Inc.11,111$585.4K0.20%
Gsa Capital Partners LLP8,593$459.0K0.03%
Pearl River Capital, LLC8,538$456.0K0.07%
Sym Financial Corp7,703$411.4K0.07%
Federation des caisses Desjardins du Quebec7,392$394.8K0.00%
Oak Thistle LLC7,371$393.7K0.29%
Algert Global LLC7,243$386.8K0.01%
Arkadios Wealth Advisors7,107$379.6K0.03%
Jefferies Financial Group Inc.6,675$356.5K0.01%
Everpar Advisors LLC6,319$337.5K0.17%
Safeguard Investment Advisory Group, LLC6,257$334.2K0.10%
Norden Group LLC6,035$322.3K0.07%
Wrapmanager Inc5,988$319.8K0.09%
Ground Swell Capital, LLC5,828$311.3K0.30%
Keudell/Morrison Wealth Management5,719$305.5K0.09%
Caitlin John, LLC5,219$278.7K0.20%
Legacy Financial Advisors, Inc.5,063$270.4K0.05%
HBK Sorce Advisory LLC4,984$266.2K0.01%
Strategy Asset Managers LLC4,076$253.4K0.06%
Aaron Wealth Advisors4,282$228.7K0.03%
Fifth Third Wealth Advisors LLC4,244$226.7K0.02%
Keel Point, LLC3,633$216.7K0.02%
Clarius Group, LLC3,973$212.2K0.02%
Mount Yale Investment Advisors, LLC3,965$211.8K0.02%
Wealthspire Advisors, LLC3,830$204.6K0.00%
Maven Securities LTD3,820$204.0K0.03%
Advisory Alpha, LLC3,813$203.7K0.01%
Moneta Group Investment Advisors LLC3,799$202.9K0.00%
Sunpointe, LLC3,752$202.4K0.13%
Quarry LP2,382$127.2K0.05%
Creative Capital Management Investments LLC2,289$122.3K0.06%
Family Firm, Inc.2,025$108.2K0.02%
Cromwell Holdings LLC1,824$98.4K0.06%
Vista Private Wealth Partners. LLC1,179$63.0K0.03%
Andra AP-fonden800$42.7K0.00%
Voisard Asset Management Group, Inc.800$42.7K0.02%
Ransom Advisory, Ltd702$37.5K0.02%
Kimelman & Baird, LLC652$34.8K0.00%
American National Bank595$31.8K0.00%
TruNorth Capital Management, LLC557$29.7K0.01%
Coppell Advisory Solutions LLC494$26.4K0.00%
Strategic Investment Solutions, Inc.400$23.3K0.01%
Richardson Financial Services Inc.375$20.0K0.01%
Thurston, Springer, Miller, Herd & Titak, Inc.314$16.8K0.01%
Fairscale Capital, LLC277$14.9K0.01%
Fortitude Family Office, LLC170$9.08K0.01%
Sittner & Nelson, LLC169$9.03K0.00%
Mascoma Wealth Management LLC133$7.10K0.00%
Harbor Investment Advisory, LLC100$5.34K0.00%
EdgeRock Capital LLC96$5.13K0.00%
Redwood Wealth Management Group, LLC93$4.97K0.00%
Hobbs Group Advisors, LLC88$4.70K0.00%
SWAN Capital LLC86$4.59K0.00%
Great Lakes Advisors, LLC78$4.15K0.00%
Hazlett, Burt & Watson, Inc.68$4.00K0.00%
Clear Street Markets LLC73$4.00K0.00%
Pacifica Partners Inc.45$2.37K0.00%
Unique Wealth Strategies, LLC25$1.34K0.00%
ClariVest Asset Management LLC23$1.23K0.00%
HHM Wealth Advisors, LLC16$8550.00%
Creekmur Asset Management LLC16$8550.00%
Rakuten Securities, Inc.15$8010.00%
NVWM, LLC10$5340.00%
E Fund Management (Hong Kong) Co., Ltd.4$00.00%

Sold out (81)

Institutions that held Xcel Energy Inc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of XEL in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Zurich Insurance Group Ltd662,755$35.6M
Point72 Asset Management, L.P.538,180$28.9M
Covalis Capital LLP302,418$16.3M
Cubist Systematic Strategies, LLC259,862$14.0M
American International Group, Inc.182,362$9.80M
Beck Bode, LLC180,036$9.68M
T. Rowe Price Investment Management, Inc.171,314$9.21M
Texas Permanent School Fund114,065$6.13M
Point72 (DIFC) Ltd97,368$5.23M
Point72 Hong Kong Ltd93,808$5.04M
Eisler Capital (UK) Ltd.78,676$4.23M
Financiere des Professionnels - Fonds d,investissement inc.74,188$3.99M
SIR Capital Management, L.P.71,500$3.84M
Duality Advisers, LP56,737$3.05M
Greenland Capital Management LP40,050$2.15M
Avitas Wealth Management LLC39,694$2.13M
IMC-Chicago, LLC33,797$1.82M
Atom Investors LP27,384$1.47M
Hudson Bay Capital Management LP25,241$1.36M
Metropolitan Life Insurance Co22,255$1.20M
Polianta Ltd21,500$1.16M
Sagefield Capital LP21,350$1.15M
First Citizens Bank & Trust Co19,532$1.05M
ISAM Funds (UK) Ltd17,408$935.7K
Ramirez Asset Management, Inc.15,400$827.8K
Farmers & Merchants Trust Co of Long Beach15,382$826.8K
Winton Group Ltd13,725$737.7K
FourThought Financial Partners, LLC13,181$708.5K
Finer Wealth Management, Inc.12,750$685.3K
Stoneridge Investment Partners LLC12,638$679.0K
Parallax Volatility Advisers, L.P.12,248$658.3K
Dynamic Technology Lab Private Ltd11,488$617.0K
Walleye Trading LLC10,407$559.4K
Sherbrooke Park Advisers LLC9,619$517.0K
Susquehanna Portfolio Strategies, LLC9,527$512.1K
Mitchell Sinkler & Starr9,500$510.6K
Qtron Investments LLC9,412$505.9K
NovaPoint Capital, LLC9,391$504.8K
Caisse de Depot Et Placement du Quebec8,589$461.7K
Gotham Asset Management, LLC7,949$427.3K
Clearbridge Investments, LLC7,801$419.3K
Lincoln National Corp6,082$326.9K
Meritage Group LP5,666$305.0K
XTX Topco Ltd5,535$297.5K
Badgley Phelps Wealth Managers, LLC5,262$284.4K
Avestar Capital, LLC5,109$274.6K
West Family Investments, Inc.4,776$256.7K
Buckingham Strategic Partners4,710$253.2K
Nomura Holdings Inc4,651$250.0K
Systematic Portfolios LLC2,144$249.2K
Bridgefront Capital, LLC4,385$235.7K
Pitcairn Co4,172$224.2K
Samalin Investment Counsel, LLC4,096$220.1K
First National Bank Sioux Falls4,079$219.2K
Vinva Investment Management Ltd4,060$218.2K
Wesbanco Bank Inc4,059$218.2K
USAdvisors Wealth Management, LLC4,044$215.0K
Graves-Light Private Wealth Management, Inc.4,000$215.0K
Numerai GP LLC3,943$211.9K
AlphaStar Capital Management, LLC3,812$204.9K
First Business Financial Services, Inc.3,737$200.9K
CoreFirst Bank & Trust3,559$191.3K
First Manhattan Co1,700$91.4K
BKM Wealth Management, LLC1,192$64.1K
Banque Cantonale Vaudoise882$47.0K
Oliver Lagore Vanvalin Investment Group546$29.4K
Future Financial Wealth Managment LLC408$21.9K
Union Savings Bank347$18.7K
West Branch Capital LLC300$16.1K
Beacon Capital Management, LLC300$16.1K
SYSTM Wealth Solutions LLC265$14.3K
Loomis Sayles & Co L P224$12.0K
Grove Bank & Trust124$6.67K
Horizons Wealth Management89$5.51K
First United Bank Trust80$4.30K
Northwest Investment Counselors, LLC75$4.03K
Rocky Mountain Advisers, LLC58$3.12K
Granite FO LLC39$2.37K
Sofos Investments, Inc.29$1.54K
Global Assets Advisory, LLC64,469$1.21K
Frazier Financial Advisors, LLC3$162

Not filed for Q2 2024 yet (12)

Institutions that held Xcel Energy Inc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XEL in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG796,682$42.8M
Stewart & Patten Co LLC314,512$16.9M
BTG Pactual Global Asset Management Ltd62,331$3.35M
Shell Asset Management Co30,579$1.63M
Credential Qtrade Securities Inc.16,140$867.5K
Cipher Capital LP15,004$806.5K
Degroof Petercam Asset Management12,500$671.9K
CWA Asset Management Group, LLC12,208$656.2K
Cognios Beta Neutral Large Cap Fund, LP7,434$399.6K
InterOcean Capital Group, LLC4,499$241.8K
Wilbanks Smith & Thomas Asset Management LLC3,958$212.7K
Cambridge Trust Co300$16.1K