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 |
|---|---|---|---|---|---|
| Family Firm, Inc. | 2,025 | $108.2K | 0.02% | +2,025 | New |
| Wolff Wiese Magana LLC | 2,028 | $108.3K | 0.09% | −75−3.6% | Reduced |
| Financial Perspectives, Inc | 2,046 | $109.3K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,097 | $112.0K | 0.02% | +1,172+126.7% | Added |
| St Germain D J Co Inc | 2,145 | $114.6K | 0.01% | +94+4.6% | Added |
| Sound Income Strategies, LLC | 2,188 | $116.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,230 | $119.1K | 0.00% | −411−15.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $120.8K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,289 | $122.3K | 0.06% | +2,289 | New |
| Marquette Asset Management, LLC | 2,300 | $122.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,311 | $123.4K | 0.02% | −43−1.8% | Reduced |
| HM Payson & Co | 2,324 | $124.1K | 0.00% | +577+33.0% | Added |
| Washington Trust Co | 2,331 | $124.5K | 0.00% | −52−2.2% | Reduced |
| Riverview Trust Co | 2,333 | $124.6K | 0.12% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $126.9K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 2,382 | $127.2K | 0.05% | +2,382 | New |
| Mather Group, LLC. | 2,378 | $127.8K | 0.00% | +355+17.5% | Added |
| Smithfield Trust Co | 2,401 | $128.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,458 | $131.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,475 | $132.2K | 0.01% | +1,275+106.3% | Added |
| Quadrant Capital Group LLC | 2,476 | $132.2K | 0.01% | −2,939−54.3% | Reduced |
| EntryPoint Capital, LLC | 2,489 | $132.9K | 0.06% | −95−3.7% | Reduced |
| Founders Capital Management | 2,500 | $133.5K | 0.09% | 00.0% | Unchanged |
| Motco | 2,517 | $134.4K | 0.01% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,546 | $136.0K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 2,554 | $136.4K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2,674 | $142.8K | 0.04% | −527−16.5% | Reduced |
| Brown Brothers Harriman & Co | 2,745 | $146.6K | 0.00% | −163−5.6% | Reduced |
| Lindbrook Capital, LLC | 2,785 | $148.7K | 0.01% | +303+12.2% | Added |
| Umb Bank N A | 2,831 | $151.2K | 0.00% | +488+20.8% | Added |
| LRI Investments, LLC | 2,867 | $153.1K | 0.02% | +2,814+5,309.4% | Added |
| Trust Co | 2,882 | $153.9K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,905 | $155.2K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,951 | $157.6K | 0.02% | −456−13.4% | Reduced |
| Parallel Advisors, LLC | 3,141 | $167.8K | 0.00% | −1,179−27.3% | Reduced |
| Meeder Asset Management Inc | 3,163 | $168.9K | 0.01% | −30,342−90.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,246 | $173.4K | 0.01% | −1,258−27.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 3,341 | $179.7K | 0.03% | +837+33.4% | Added |
| Peoples Financial Services Corp. | 3,400 | $181.6K | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 3,411 | $182.2K | 0.01% | −23,849−87.5% | Reduced |
| Ancora Advisors, LLC | 3,444 | $183.9K | 0.00% | +2,484+258.8% | Added |
| Caption Management, LLC | 3,500 | $186.9K | 0.02% | −11,000−75.9% | Reduced |
| GHP Investment Advisors, Inc. | 3,550 | $189.6K | 0.01% | −1,259−26.2% | Reduced |
| Broadwater Capital Management LLC | 3,600 | $192.3K | 0.15% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,695 | $197.3K | 0.03% | −267−6.7% | Reduced |
| Scissortail Wealth Management, LLC | 3,749 | $200.2K | 0.05% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 3,761 | $200.9K | 0.01% | −109−2.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,775 | $201.6K | 0.00% | 00.0% | Unchanged |
| Sunpointe, LLC | 3,752 | $202.4K | 0.13% | +3,752 | New |
| Austin Private Wealth, LLC | 3,791 | $202.5K | 0.02% | +2+0.1% | Added |
| Moneta Group Investment Advisors LLC | 3,799 | $202.9K | 0.00% | +3,799 | New |
| Planning Center, Inc. | 3,805 | $203.2K | 0.03% | −10.0% | Reduced |
| Advisory Alpha, LLC | 3,813 | $203.7K | 0.01% | +3,813 | New |
| Maven Securities LTD | 3,820 | $204.0K | 0.03% | +3,820 | New |
| TCG Advisory Services, LLC | 3,823 | $204.2K | 0.01% | −43−1.1% | Reduced |
| Lazari Capital Management, Inc. | 3,825 | $204.3K | 0.09% | +9+0.2% | Added |
| Carlson Capital Management | 3,826 | $204.3K | 0.01% | −144−3.6% | Reduced |
| Wealthspire Advisors, LLC | 3,830 | $204.6K | 0.00% | +3,830 | New |
| Chesley Taft & Associates LLC | 3,851 | $205.7K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,863 | $206.3K | 0.01% | +10+0.3% | Added |
| Virtu Financial LLC | 3,881 | $207.0K | 0.01% | −14,607−79.0% | Reduced |
| Alpha Cubed Investments, LLC | 3,889 | $207.7K | 0.01% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,888 | $208.0K | 0.05% | −1,299−25.0% | Reduced |
| Peak Asset Management, LLC | 3,896 | $208.1K | 0.04% | 00.0% | Unchanged |
| Conning Inc. | 3,905 | $208.6K | 0.01% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,867 | $208.6K | 0.01% | −272−6.6% | Reduced |
| Tyche Wealth Partners LLC | 3,911 | $208.9K | 0.05% | −1,537−28.2% | Reduced |
| Paragon Capital Management LLC | 3,931 | $210.0K | 0.11% | 00.0% | Unchanged |
| Invesco, LLC | 3,936 | $210.2K | 0.09% | −208−5.0% | Reduced |
| Headinvest, LLC | 3,942 | $210.5K | 0.04% | −825−17.3% | Reduced |
| Kure Advisory, LLC | 3,946 | $210.8K | 0.17% | −57−1.4% | Reduced |
| SRS Capital Advisors, Inc. | 3,951 | $211.0K | 0.02% | +576+17.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,965 | $211.8K | 0.02% | +3,965 | New |
| Clarius Group, LLC | 3,973 | $212.2K | 0.02% | +3,973 | New |
| Principle Wealth Partners LLC | 3,980 | $212.6K | 0.02% | 00.0% | Unchanged |
| Keel Point, LLC | 3,633 | $216.7K | 0.02% | +3,633 | New |
| Johnson Investment Counsel Inc | 4,066 | $217.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,151 | $217.6K | 0.06% | −767−15.6% | Reduced |
| NBC Securities, Inc. | 4,104 | $219.0K | 0.02% | −330−7.4% | Reduced |
| Destination Wealth Management | 4,124 | $220.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,129 | $220.5K | 0.04% | +3,141+317.9% | Added |
| DORVAL Corp | 3,989 | $221.2K | 0.10% | −301−7.0% | Reduced |
| Cidel Asset Management Inc | 4,157 | $222.0K | 0.02% | +385+10.2% | Added |
| TCI Wealth Advisors, Inc. | 4,194 | $224.0K | 0.02% | −10−0.2% | Reduced |
| Kozak & Associates, Inc. | 4,250 | $224.2K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,220 | $225.4K | 0.00% | −114−2.6% | Reduced |
| Abbrea Capital, LLC | 4,181 | $226.0K | 0.03% | −693−14.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,244 | $226.7K | 0.02% | +4,244 | New |
| Mesirow Financial Investment Management, Inc. | 4,252 | $227.2K | 0.01% | −106−2.4% | Reduced |
| South State Corp. | 4,268 | $228.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,955 | $228.2K | 0.01% | −1,188−23.1% | Reduced |
| Aaron Wealth Advisors | 4,282 | $228.7K | 0.03% | +4,282 | New |
| Buska Wealth Management, LLC | 4,289 | $229.1K | 0.09% | −20.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,302 | $229.8K | 0.10% | −760−15.0% | Reduced |
| Eastern Bank | 4,302 | $229.8K | 0.01% | −80−1.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 4,315 | $230.5K | 0.04% | +43+1.0% | Added |
| Warren Averett Asset Management, LLC | 4,373 | $233.6K | 0.00% | −151−3.3% | Reduced |
| Farther Finance Advisors, LLC | 4,458 | $233.7K | 0.01% | +935+26.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,383 | $234.1K | 0.04% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,391 | $234.5K | 0.07% | +190+4.5% | Added |