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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, Q2 2024

Institutional positions in Xcel Energy Inc as of Jun 30, 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
974
+5 vs. Q1 2024
Shares held
435.2M
+3.21M (+0.7%) vs. Q1 2024
Total value
$23.3B
+$5.60M (0.0%) vs. Q1 2024
New holders
86
392 more added
Sold out
81
331 more reduced

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 974 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 heldQ2 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, Q2 2024

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2024.

Institutions holding XEL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
E Fund Management (Hong Kong) Co., Ltd.4$00.00%+4New
Dogwood Wealth Management LLC0$30.00%0Unchanged
WestEnd Advisors, LLC7$3740.00%−2−22.2%Reduced
NVWM, LLC10$5340.00%+10New
True Wealth Design, LLC11$5880.00%−1−8.3%Reduced
Rakuten Securities, Inc.15$8010.00%+15New
TFC Financial Management16$8550.00%−19−54.3%Reduced
HHM Wealth Advisors, LLC16$8550.00%+16New
Creekmur Asset Management LLC16$8550.00%+16New
Core Alternative Capital18$9610.00%00.0%Unchanged
Avion Wealth27$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.10$1.00K0.00%00.0%Unchanged
West Paces Advisors Inc.19$1.01K0.00%+6+46.2%Added
POM Investment Strategies, LLC21$1.12K0.00%00.0%Unchanged
ClariVest Asset Management LLC23$1.23K0.00%+23New
Unique Wealth Strategies, LLC25$1.34K0.00%+25New
Trifecta Capital Advisors, LLC28$1.50K0.00%00.0%Unchanged
Key Financial Inc29$1.55K0.00%+9+45.0%Added
Delos Wealth Advisors, LLC30$1.60K0.00%00.0%Unchanged
Cornerstone Planning Group LLC31$1.76K0.00%00.0%Unchanged
SJS Investment Consulting Inc.33$1.76K0.00%+2+6.5%Added
DiNuzzo Private Wealth, Inc.33$1.76K0.00%+3+10.0%Added
Benjamin Edwards Inc34$2.00K0.00%00.0%Unchanged
Penserra Capital Management LLC45$2.00K0.00%00.0%Unchanged
Tortoise Investment Management, LLC44$2.35K0.00%00.0%Unchanged
Pacifica Partners Inc.45$2.37K0.00%+45New
Anchor Investment Management, LLC48$2.56K0.00%00.0%Unchanged
Dunhill Financial, LLC53$2.82K0.00%+11+26.2%Added
Raffa Wealth Management, LLC57$3.04K0.00%00.0%Unchanged
WR Wealth Planners, LLC59$3.15K0.00%−12−16.9%Reduced
Jamison Private Wealth Management, Inc.65$3.47K0.00%00.0%Unchanged
Pittenger & Anderson Inc72$3.85K0.00%00.0%Unchanged
WealthCollab, LLC73$3.90K0.00%00.0%Unchanged
Sachetta, LLC67$3.93K0.00%−23−25.6%Reduced
Hazlett, Burt & Watson, Inc.68$4.00K0.00%+68New
Clear Street Markets LLC73$4.00K0.00%+73New
Central Pacific Bank - Trust Division76$4.06K0.00%00.0%Unchanged
Great Lakes Advisors, LLC78$4.15K0.00%+78New
Valued Wealth Advisors LLC77$4.16K0.00%−1−1.3%Reduced
Private Wealth Management Group, LLC78$4.17K0.00%−129−62.3%Reduced
Abound Wealth Management81$4.33K0.00%00.0%Unchanged
Aspect Partners, LLC82$4.38K0.00%00.0%Unchanged
SWAN Capital LLC86$4.59K0.00%+86New
Hobbs Group Advisors, LLC88$4.70K0.00%+88New
MCF Advisors LLC89$4.75K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC93$4.97K0.00%+93New
Red Tortoise LLC95$5.07K0.00%00.0%Unchanged
EdgeRock Capital LLC96$5.13K0.00%+96New
TD Waterhouse Canada Inc.100$5.24K0.00%00.0%Unchanged
Tributary Capital Management, LLC99$5.29K0.00%+1+1.0%Added
Duncker Streett & Co Inc100$5.34K0.00%00.0%Unchanged
CNB Bank100$5.34K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC100$5.34K0.00%+100New
Carolinas Wealth Consulting LLC102$5.42K0.00%+41+67.2%Added
Atlas Capital Advisors LLC108$5.77K0.00%+100+1,250.0%Added
Oakworth Capital, Inc.121$6.46K0.00%00.0%Unchanged
Crewe Advisors LLC129$6.89K0.00%+20+18.3%Added
Financial Management Professionals, Inc.124$7.00K0.00%+5+4.2%Added
Mascoma Wealth Management LLC133$7.10K0.00%+133New
CarsonAllaria Wealth Management, Ltd.135$7.25K0.00%+1+0.7%Added
McCarthy Grittinger Financial Group, LLC148$7.91K0.00%−312−67.8%Reduced
Sittner & Nelson, LLC169$9.03K0.00%+169New
Fortitude Family Office, LLC170$9.08K0.01%+170New
Kelly Financial Services LLC170$9.09K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC173$9.24K0.00%+84+94.4%Added
NFJ Investment Group, LLC183$9.77K0.00%00.0%Unchanged
MV Capital Management, Inc.188$10.0K0.00%−146−43.7%Reduced
EnRich Financial Partners LLC193$10.3K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.192$10.3K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.202$10.8K0.00%00.0%Unchanged
WFA Asset Management Corp203$10.8K0.01%−928−82.1%Reduced
Salomon & Ludwin, LLC205$10.9K0.00%00.0%Unchanged
Register Financial Advisors LLC206$11.0K0.01%00.0%Unchanged
Global Wealth Strategies & Associates228$12.2K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC230$12.3K0.00%00.0%Unchanged
Atticus Wealth Management, LLC230$12.3K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC233$12.4K0.00%−5−2.1%Reduced
DHJJ Financial Advisors, Ltd.235$12.6K0.01%00.0%Unchanged
Nemes Rush Group LLC237$12.7K0.00%00.0%Unchanged
Valley National Advisers Inc250$13.0K0.00%−70−21.9%Reduced
Richard W. Paul & Associates, LLC247$13.2K0.01%+37+17.6%Added
Bangor Savings Bank250$13.4K0.00%00.0%Unchanged
Tyler-Stone Wealth Management250$13.4K0.01%00.0%Unchanged
Gables Capital Management Inc.264$14.1K0.01%00.0%Unchanged
Gilliland Jeter Wealth Management LLC270$14.4K0.00%+3+1.1%Added
Country Trust Bank276$14.7K0.00%00.0%Unchanged
Fairscale Capital, LLC277$14.9K0.01%+277New
ORG Partners LLC287$15.1K0.00%+214+293.2%Added
BOK Financial Private Wealth, Inc.281$15.2K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.287$15.4K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC300$16.0K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.314$16.8K0.01%+314New
Operose Advisors LLC323$17.3K0.01%−150−31.7%Reduced
Webster Bank, N. A.325$17.4K0.00%00.0%Unchanged
GW&K Investment Management, LLC329$18.0K0.00%+103+45.6%Added
Pin Oak Investment Advisors Inc353$19.0K0.02%00.0%Unchanged
Armstrong Advisory Group, Inc356$19.0K0.00%−24−6.3%Reduced
Richardson Financial Services Inc.375$20.0K0.01%+375New
Criterion Capital Advisors, LLC396$21.2K0.01%00.0%Unchanged
Heritage Wealth Advisors400$21.4K0.00%00.0%Unchanged