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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 4,400 | $235.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,364 | $235.5K | 0.01% | −648−12.9% | Reduced |
| Gateway Wealth Partners, LLC | 4,413 | $235.7K | 0.07% | +182+4.3% | Added |
| FFT Wealth Management LLC | 4,414 | $235.7K | 0.02% | −135−3.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,441 | $237.2K | 0.00% | −3,118−41.2% | Reduced |
| Montag A & Associates Inc | 4,422 | $238.6K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 4,472 | $238.9K | 0.00% | +455+11.3% | Added |
| Trueblood Wealth Management, LLC | 4,505 | $240.6K | 0.14% | −600−11.8% | Reduced |
| RMB Capital Management, LLC | 4,542 | $242.6K | 0.01% | −23−0.5% | Reduced |
| Private Trust Co NA | 4,574 | $244.3K | 0.03% | +1,373+42.9% | Added |
| Clearstead Advisors, LLC | 4,597 | $245.5K | 0.00% | +3,958+619.4% | Added |
| PrairieView Partners, LLC | 4,621 | $246.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,617 | $248.2K | 0.00% | +960+26.3% | Added |
| Axxcess Wealth Management, LLC | 4,684 | $250.2K | 0.01% | −25−0.5% | Reduced |
| Venture Visionary Partners LLC | 4,697 | $250.9K | 0.01% | +96+2.1% | Added |
| Ballast Advisors LLC | 4,700 | $251.0K | 0.08% | −604−11.4% | Reduced |
| Warwick Investment Management, Inc. | 4,711 | $251.6K | 0.06% | +334+7.6% | Added |
| Ritholtz Wealth Management | 4,731 | $252.7K | 0.01% | +20+0.4% | Added |
| Strategy Asset Managers LLC | 4,076 | $253.4K | 0.06% | +4,076 | New |
| Coastal Bridge Advisors, LLC | 4,798 | $256.3K | 0.06% | −3,629−43.1% | Reduced |
| Danske Bank A/S | 4,799 | $256.3K | 0.00% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,920 | $258.0K | 0.06% | +5+0.1% | Added |
| Synovus Financial Corp | 4,922 | $262.9K | 0.00% | −670−12.0% | Reduced |
| Glenview Trust Co | 4,935 | $263.6K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,937 | $263.7K | 0.05% | −108−2.1% | Reduced |
| Lummis Asset Management, LP | 4,949 | $264.3K | 0.35% | +1,666+50.7% | Added |
| Simon Quick Advisors, LLC | 4,975 | $265.7K | 0.02% | +341+7.4% | Added |
| Adviser Investments LLC | 4,978 | $265.9K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,984 | $266.2K | 0.01% | +4,984 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,986 | $266.3K | 0.01% | −2,725−35.3% | Reduced |
| Ci Investments Inc. | 5,011 | $268.0K | 0.00% | +531+11.9% | Added |
| Seven Eight Capital, LP | 5,052 | $269.8K | 0.03% | −124,310−96.1% | Reduced |
| Moody National Bank Trust Division | 5,054 | $269.9K | 0.02% | +1,234+32.3% | Added |
| Wedmont Private Capital | 4,980 | $270.3K | 0.02% | +1,030+26.1% | Added |
| Legacy Financial Advisors, Inc. | 5,063 | $270.4K | 0.05% | +5,063 | New |
| Manchester Capital Management LLC | 5,070 | $270.8K | 0.03% | +809+19.0% | Added |
| Heritage Trust Co | 5,093 | $272.0K | 0.04% | −40−0.8% | Reduced |
| Christopher J. Hasenberg, Inc | 5,137 | $274.4K | 0.12% | +2,943+134.1% | Added |
| Farmers & Merchants Investments Inc | 5,178 | $276.6K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,181 | $276.7K | 0.01% | −1,269−19.7% | Reduced |
| Secured Retirement Advisors, LLC | 5,195 | $277.4K | 0.22% | 00.0% | Unchanged |
| Caitlin John, LLC | 5,219 | $278.7K | 0.20% | +5,219 | New |
| AMG National Trust Bank | 5,262 | $281.0K | 0.01% | −1,913−26.7% | Reduced |
| Stock Yards Bank & Trust Co | 5,316 | $283.9K | 0.01% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 5,331 | $284.7K | 0.03% | −665−11.1% | Reduced |
| Concord Wealth Partners | 5,345 | $285.5K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $287.8K | 0.02% | 00.0% | Unchanged |
| James Hambro & Partners | 5,400 | $288.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 5,411 | $289.0K | 0.02% | −1,064−16.4% | Reduced |
| Old Second National Bank of Aurora | 5,498 | $293.6K | 0.08% | −200−3.5% | Reduced |
| Old National Bancorp | 5,499 | $293.7K | 0.01% | −45−0.8% | Reduced |
| Lakeridge Wealth Management LLC | 5,515 | $294.5K | 0.18% | +251+4.8% | Added |
| First Commonwealth Financial Corp | 5,542 | $296.0K | 0.08% | −20.0% | Reduced |
| Aigen Investment Management, LP | 5,572 | $297.6K | 0.06% | +1,805+47.9% | Added |
| IFP Advisors, Inc | 5,574 | $297.7K | 0.01% | +642+13.0% | Added |
| Eqis Capital Management, Inc. | 5,584 | $298.2K | 0.02% | +524+10.4% | Added |
| E Fund Management Co., Ltd. | 5,585 | $298.3K | 0.02% | +106+1.9% | Added |
| Ingalls & Snyder LLC | 5,643 | $301.0K | 0.01% | −555−9.0% | Reduced |
| Alley Investment Management Company, LLC | 5,656 | $302.1K | 0.04% | −100−1.7% | Reduced |
| Global Retirement Partners, LLC | 5,667 | $302.7K | 0.01% | +1,377+32.1% | Added |
| Nations Financial Group Inc, | 5,668 | $302.7K | 0.02% | +442+8.5% | Added |
| Brookstone Capital Management | 5,485 | $303.4K | 0.01% | +37+0.7% | Added |
| Ameritas Advisory Services, LLC | 5,705 | $304.7K | 0.01% | −291−4.9% | Reduced |
| Keudell/Morrison Wealth Management | 5,719 | $305.5K | 0.09% | +5,719 | New |
| RFG Advisory, LLC | 5,720 | $305.5K | 0.01% | +323+6.0% | Added |
| Personal Cfo Solutions, LLC | 5,787 | $309.1K | 0.05% | −476−7.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,794 | $309.5K | 0.00% | +60+1.0% | Added |
| Hills Bank & Trust Co | 5,796 | $309.6K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,808 | $310.2K | 0.00% | +286+5.2% | Added |
| Ground Swell Capital, LLC | 5,828 | $311.3K | 0.30% | +5,828 | New |
| Csenge Advisory Group | 5,839 | $311.9K | 0.02% | +1,410+31.8% | Added |
| Cigna Investments Inc | 5,857 | $313.0K | 0.06% | +35+0.6% | Added |
| Sandy Spring Bank | 5,909 | $315.6K | 0.01% | +601+11.3% | Added |
| Kingswood Wealth Advisors, LLC | 5,911 | $315.7K | 0.03% | +336+6.0% | Added |
| First Horizon Advisors, Inc. | 5,915 | $316.0K | 0.01% | +333+6.0% | Added |
| Proequities, Inc. | 5,868 | $316.0K | 0.02% | +1,077+22.5% | Added |
| Intrua Financial, LLC | 5,979 | $319.3K | 0.05% | +1,577+35.8% | Added |
| Wrapmanager Inc | 5,988 | $319.8K | 0.09% | +5,988 | New |
| Integris Wealth Management, LLC | 6,000 | $320.5K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 6,035 | $322.3K | 0.07% | +6,035 | New |
| Carret Asset Management, LLC | 6,039 | $322.5K | 0.04% | −2,300−27.6% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $323.1K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 6,074 | $324.4K | 0.10% | +680+12.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,103 | $326.0K | 0.04% | +576+10.4% | Added |
| Bremer Bank National Association | 6,140 | $327.9K | 0.06% | −14,197−69.8% | Reduced |
| Versor Investments LP | 6,177 | $329.9K | 0.06% | −16,241−72.4% | Reduced |
| Summit Financial, LLC | 6,116 | $330.0K | 0.02% | +1,190+24.2% | Added |
| V-Square Quantitative Management LLC | 6,192 | $330.7K | 0.05% | −702−10.2% | Reduced |
| Smartleaf Asset Management LLC | 6,164 | $331.9K | 0.05% | +56+0.9% | Added |
| Boston Private Wealth LLC | 6,222 | $332.3K | 0.01% | −950−13.2% | Reduced |
| Lantz Financial LLC | 6,254 | $334.0K | 0.10% | +2,277+57.3% | Added |
| Safeguard Investment Advisory Group, LLC | 6,257 | $334.2K | 0.10% | +6,257 | New |
| Everpar Advisors LLC | 6,319 | $337.5K | 0.17% | +6,319 | New |
| Sumitomo Life Insurance Co | 6,408 | $342.3K | 0.01% | −896−12.3% | Reduced |
| Affiance Financial, LLC | 6,477 | $345.9K | 0.09% | −275−4.1% | Reduced |
| Longfellow Investment Management Co LLC | 6,491 | $346.7K | 0.09% | +44+0.7% | Added |
| Level Four Advisory Services, LLC | 6,543 | $349.5K | 0.02% | +1,112+20.5% | Added |
| Townsend & Associates, Inc | 6,148 | $352.6K | 0.04% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 6,675 | $356.5K | 0.01% | +6,675 | New |
| Wetherby Asset Management Inc | 6,680 | $356.8K | 0.02% | −315−4.5% | Reduced |