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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pacific Capital Wealth Advisors, Inc | 407 | $21.7K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $21.9K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 411 | $22.0K | 0.01% | +175+74.2% | Added |
| Canopy Partners, LLC | 422 | $22.5K | 0.01% | −87−17.1% | Reduced |
| JJJ Advisors Inc. | 432 | $23.1K | 0.00% | −189−30.4% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $23.3K | 0.01% | +400 | New |
| Continuum Advisory, LLC | 452 | $24.1K | 0.00% | +395+693.0% | Added |
| Bruce G. Allen Investments, LLC | 465 | $24.8K | 0.02% | −202−30.3% | Reduced |
| Tidemark, LLC | 465 | $24.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 466 | $25.0K | 0.00% | +82+21.4% | Added |
| Covestor Ltd | 485 | $26.0K | 0.02% | −831−63.1% | Reduced |
| Westside Investment Management, Inc. | 492 | $26.3K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 494 | $26.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 494 | $26.4K | 0.00% | +494 | New |
| ZRC Wealth Management, LLC | 495 | $26.4K | 0.01% | +1+0.2% | Added |
| Monetary Management Group Inc | 500 | $26.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $26.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 500 | $26.9K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 505 | $27.0K | 0.02% | +5+1.0% | Added |
| Luken Investment Analytics, LLC | 526 | $28.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 533 | $28.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 538 | $28.7K | 0.00% | +13+2.5% | Added |
| TruNorth Capital Management, LLC | 557 | $29.7K | 0.01% | +557 | New |
| Adirondack Trust Co | 562 | $30.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 571 | $30.5K | 0.01% | −2,280−80.0% | Reduced |
| Piscataqua Savings Bank | 575 | $30.7K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $31.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 584 | $31.2K | 0.00% | −1,076−64.8% | Reduced |
| American National Bank | 595 | $31.8K | 0.00% | +595 | New |
| TSFG, LLC | 606 | $32.0K | 0.01% | +1+0.2% | Added |
| Slocum, Gordon & Co LLP | 600 | $32.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 624 | $33.3K | 0.01% | −103−14.2% | Reduced |
| Prestige Wealth Management Group LLC | 639 | $34.5K | 0.01% | −275−30.1% | Reduced |
| Kimelman & Baird, LLC | 652 | $34.8K | 0.00% | +652 | New |
| Lowe Wealth Advisors, LLC | 658 | $35.1K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 685 | $36.0K | 0.01% | +55+8.7% | Added |
| SOA Wealth Advisors, LLC. | 676 | $36.1K | 0.01% | −546−44.7% | Reduced |
| Rothschild Investment LLC | 685 | $36.6K | 0.00% | −43−5.9% | Reduced |
| LGT Financial Advisors LLC | 686 | $36.7K | 0.08% | −1,188−63.4% | Reduced |
| McIlrath & Eck, LLC | 697 | $37.2K | 0.01% | +7+1.0% | Added |
| Ransom Advisory, Ltd | 702 | $37.5K | 0.02% | +702 | New |
| Emfo, LLC | 745 | $39.8K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 767 | $41.0K | 0.01% | −121−13.6% | Reduced |
| Strengthening Families & Communities, LLC | 767 | $41.0K | 0.01% | +71+10.2% | Added |
| Creative Financial Designs Inc | 773 | $41.3K | 0.00% | +7+0.9% | Added |
| Planning Capital Management Corp | 784 | $41.9K | 0.03% | −579−42.5% | Reduced |
| CoreCap Advisors, LLC | 797 | $42.6K | 0.00% | −49−5.8% | Reduced |
| Avalon Trust Co | 800 | $42.7K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 800 | $42.7K | 0.00% | +800 | New |
| Voisard Asset Management Group, Inc. | 800 | $42.7K | 0.02% | +800 | New |
| Hoese & Co LLP | 836 | $46.4K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 884 | $47.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 887 | $47.9K | 0.00% | +825+1,330.6% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $48.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 936 | $50.0K | 0.02% | +164+21.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 929 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 964 | $50.5K | 0.03% | −54−5.3% | Reduced |
| Centennial Bank | 947 | $50.6K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $51.1K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 962 | $51.4K | 0.01% | −640−40.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 964 | $51.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,002 | $53.5K | 0.01% | −686−40.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,019 | $54.4K | 0.03% | −10,355−91.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,030 | $55.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $55.4K | 0.00% | −47−4.3% | Reduced |
| BFSG, LLC | 1,055 | $56.3K | 0.01% | +100+10.5% | Added |
| Burkett Financial Services, LLC | 1,069 | $57.1K | 0.03% | +10+0.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $57.7K | 0.01% | −193−15.3% | Reduced |
| Ostrum Asset Management | 1,133 | $60.5K | 0.01% | −6,376−84.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,145 | $61.0K | 0.01% | +447+64.0% | Added |
| Winch Advisory Services, LLC | 1,173 | $62.6K | 0.02% | +12+1.0% | Added |
| Vista Private Wealth Partners. LLC | 1,179 | $63.0K | 0.03% | +1,179 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $65.0K | 0.03% | −460−27.3% | Reduced |
| Trust Co of Vermont | 1,228 | $65.6K | 0.00% | −127−9.4% | Reduced |
| NBT Bank N A | 1,263 | $67.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $68.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,316 | $70.3K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,341 | $72.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,422 | $75.9K | 0.01% | +130+10.1% | Added |
| Hanson & Doremus Investment Management | 1,459 | $78.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,497 | $80.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $80.1K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,513 | $80.8K | 0.03% | −175−10.4% | Reduced |
| Peoples Bank | 1,531 | $81.8K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,542 | $82.4K | 0.02% | −36−2.3% | Reduced |
| Massmutual Trust Co FSB | 1,552 | $82.9K | 0.00% | +492+46.4% | Added |
| Riggs Asset Managment Co. Inc. | 1,578 | $84.3K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $87.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,629 | $87.0K | 0.03% | +44+2.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,624 | $87.0K | 0.02% | +55+3.5% | Added |
| Stephenson National Bank & Trust | 1,713 | $91.5K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,745 | $93.2K | 0.01% | +248+16.6% | Added |
| Carmichael Hill & Associates, Inc. | 1,760 | $94.0K | 0.04% | +730+70.9% | Added |
| Vestor Capital, LLC | 1,771 | $95.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,765 | $95.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $96.1K | 0.08% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,795 | $96.9K | 0.06% | +1,705+1,894.4% | Added |
| Cromwell Holdings LLC | 1,824 | $98.4K | 0.06% | +1,824 | New |
| Chilton Capital Management LLC | 2,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,018 | $107.8K | 0.04% | 00.0% | Unchanged |