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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 6,685 | $357.0K | 0.01% | +899+15.5% | Added |
| International Assets Investment Management, LLC | 6,724 | $359.1K | 0.03% | −1,552−18.8% | Reduced |
| RDA Financial Network | 6,750 | $360.5K | 0.12% | +1,353+25.1% | Added |
| Chicago Partners Investment Group LLC | 6,150 | $360.6K | 0.01% | −65−1.0% | Reduced |
| Angeles Investment Advisors, LLC | 6,780 | $365.8K | 0.02% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 6,866 | $366.7K | 0.17% | +6+0.1% | Added |
| Independent Advisor Alliance | 6,936 | $370.5K | 0.01% | +1,423+25.8% | Added |
| SC&H Financial Advisors, Inc. | 6,943 | $370.8K | 0.09% | −911−11.6% | Reduced |
| SNS Financial Group, LLC | 6,891 | $371.8K | 0.04% | +38+0.6% | Added |
| Arkadios Wealth Advisors | 7,107 | $379.6K | 0.03% | +7,107 | New |
| CAPROCK Group, Inc. | 7,054 | $380.6K | 0.02% | +1,502+27.1% | Added |
| Ballentine Partners, LLC | 7,130 | $380.8K | 0.01% | −6,337−47.1% | Reduced |
| Signaturefd, LLC | 7,169 | $382.9K | 0.01% | −3,177−30.7% | Reduced |
| GTS Securities LLC | 7,225 | $385.9K | 0.01% | +2,357+48.4% | Added |
| Algert Global LLC | 7,243 | $386.8K | 0.01% | +7,243 | New |
| Fundamentun, LLC | 7,260 | $387.8K | 0.03% | +882+13.8% | Added |
| Romano Brothers and Company | 7,262 | $387.9K | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,350 | $392.6K | 0.08% | +650+9.7% | Added |
| Aveo Capital Partners, LLC | 7,362 | $393.2K | 0.04% | −122−1.6% | Reduced |
| Oak Thistle LLC | 7,371 | $393.7K | 0.29% | +7,371 | New |
| Federation des caisses Desjardins du Quebec | 7,392 | $394.8K | 0.00% | +7,392 | New |
| Bank of Hawaii | 7,404 | $395.4K | 0.02% | −604−7.5% | Reduced |
| David Loasby | 7,593 | $399.3K | 0.04% | +1,231+19.3% | Added |
| Venturi Wealth Management, LLC | 7,500 | $400.6K | 0.02% | +6,657+789.7% | Added |
| Lido Advisors, LLC | 7,460 | $401.8K | 0.00% | −12,499−62.6% | Reduced |
| PFG Investments, LLC | 7,643 | $408.2K | 0.03% | +1,184+18.3% | Added |
| SFMG, LLC | 7,675 | $409.9K | 0.04% | 00.0% | Unchanged |
| Trust Point Inc. | 7,683 | $410.4K | 0.03% | −545−6.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,697 | $411.1K | 0.12% | +259+3.5% | Added |
| Sym Financial Corp | 7,703 | $411.4K | 0.07% | +7,703 | New |
| Modern Wealth Management, LLC | 7,783 | $415.7K | 0.03% | +380+5.1% | Added |
| Laraway Financial Inc | 7,806 | $416.9K | 0.36% | +11+0.1% | Added |
| Bradley Foster & Sargent Inc | 7,815 | $417.4K | 0.01% | −20.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,868 | $420.3K | 0.18% | −716−8.3% | Reduced |
| Sheets Smith Wealth Management | 7,899 | $421.9K | 0.05% | −1,500−16.0% | Reduced |
| Parsons Capital Management Inc | 7,922 | $423.1K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 7,953 | $424.8K | 0.00% | −9,776−55.1% | Reduced |
| First National Bank & Trust Co of Newtown | 8,016 | $428.1K | 0.09% | −1,702−17.5% | Reduced |
| Two Sigma Securities, LLC | 8,022 | $428.5K | 0.02% | +1,024+14.6% | Added |
| Cohen Klingenstein LLC | 8,100 | $432.6K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 8,102 | $432.7K | 0.01% | +2,209+37.5% | Added |
| Insigneo Advisory Services, LLC | 7,533 | $436.8K | 0.05% | +553+7.9% | Added |
| Stephens Inc | 8,187 | $437.3K | 0.01% | +1,855+29.3% | Added |
| Kestra Private Wealth Services, LLC | 8,246 | $440.4K | 0.01% | −578−6.6% | Reduced |
| Oarsman Capital, Inc. | 8,272 | $441.8K | 0.10% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 8,307 | $441.9K | 0.07% | 00.0% | Unchanged |
| Amarillo National Bank | 8,294 | $443.0K | 0.08% | −3,756−31.2% | Reduced |
| KCM Investment Advisors LLC | 8,309 | $443.8K | 0.02% | +900+12.1% | Added |
| nVerses Capital, LLC | 8,400 | $448.6K | 0.27% | +4,300+104.9% | Added |
| Nicollet Investment Management, Inc. | 8,415 | $449.0K | 0.17% | +2,951+54.0% | Added |
| Stonebridge Capital Advisors LLC | 8,477 | $452.8K | 0.04% | −172−2.0% | Reduced |
| Central Trust Co | 8,477 | $452.8K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 8,538 | $456.0K | 0.07% | +8,538 | New |
| Meeder Advisory Services, Inc. | 8,559 | $457.1K | 0.03% | +1,935+29.2% | Added |
| Cascade Investment Group, Inc. | 8,580 | $458.3K | 0.36% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,593 | $459.0K | 0.03% | +8,593 | New |
| Kingsview Wealth Management, LLC | 8,616 | $460.2K | 0.01% | −2,145−19.9% | Reduced |
| Kesler, Norman & Wride, LLC | 8,634 | $461.1K | 0.10% | −1,605−15.7% | Reduced |
| Merit Financial Group, LLC | 8,719 | $465.7K | 0.01% | +3,435+65.0% | Added |
| Vident Advisory, LLC | 8,727 | $466.1K | 0.01% | −5,045−36.6% | Reduced |
| Aviva PLC | 8,747 | $467.2K | 0.00% | +393+4.7% | Added |
| Coastline Trust Co | 8,755 | $467.6K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,807 | $470.4K | 0.02% | +2,068+30.7% | Added |
| American State Bank (Iowa) | 8,809 | $470.5K | 0.30% | −200−2.2% | Reduced |
| STF Management LP | 8,862 | $473.3K | 0.20% | −358−3.9% | Reduced |
| Midwest Professional Planners, LTD. | 8,909 | $475.8K | 0.16% | −745−7.7% | Reduced |
| Old Port Advisors | 9,006 | $481.0K | 0.14% | +35+0.4% | Added |
| HB Wealth Management, LLC | 9,017 | $481.6K | 0.01% | +3,622+67.1% | Added |
| FineMark National Bank & Trust | 9,100 | $486.0K | 0.02% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 9,369 | $500.4K | 0.07% | −1,678−15.2% | Reduced |
| Veriti Management LLC | 9,404 | $502.3K | 0.03% | +1,488+18.8% | Added |
| Larson Financial Group LLC | 9,459 | $505.2K | 0.03% | +6,232+193.1% | Added |
| Financial Advocates Investment Management | 9,541 | $509.6K | 0.03% | +1,374+16.8% | Added |
| Intrust Bank NA | 9,658 | $515.8K | 0.05% | +2,567+36.2% | Added |
| Apollon Wealth Management, LLC | 9,714 | $518.8K | 0.02% | −8,834−47.6% | Reduced |
| EverSource Wealth Advisors, LLC | 8,987 | $523.8K | 0.03% | +2,748+44.0% | Added |
| Argent Trust Co | 9,864 | $526.8K | 0.02% | +885+9.9% | Added |
| Cornerstone Advisors, LLC | 9,900 | $528.8K | 0.02% | −25,000−71.6% | Reduced |
| Gateway Investment Advisers LLC | 10,074 | $538.0K | 0.01% | −192,673−95.0% | Reduced |
| National Asset Management, Inc. | 9,989 | $538.9K | 0.01% | +80+0.8% | Added |
| Horizon Investments, LLC | 10,141 | $541.6K | 0.01% | +155+1.6% | Added |
| GAMMA Investing LLC | 10,183 | $543.9K | 0.07% | +3,328+48.5% | Added |
| OmniStar Financial Group, Inc. | 10,216 | $545.6K | 0.49% | +594+6.2% | Added |
| Brown Advisory Inc | 10,312 | $550.8K | 0.00% | +107+1.0% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $559.7K | 0.09% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10,602 | $566.2K | 0.04% | −285−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 10,641 | $568.3K | 0.01% | +500+4.9% | Added |
| Moors & Cabot, Inc. | 10,684 | $570.7K | 0.03% | −7,795−42.2% | Reduced |
| First Hawaiian Bank | 10,756 | $574.5K | 0.02% | +421+4.1% | Added |
| Marks Group Wealth Management, Inc | 10,815 | $577.6K | 0.06% | −859−7.4% | Reduced |
| Thompson Investment Management, Inc. | 10,899 | $582.1K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 11,111 | $585.4K | 0.20% | +11,111 | New |
| Bard Financial Services, Inc. | 11,000 | $587.5K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 11,185 | $597.4K | 0.02% | +3,450+44.6% | Added |
| Foundations Investment Advisors, LLC | 11,258 | $601.3K | 0.01% | +274+2.5% | Added |
| Emerald Advisors, LLC | 11,366 | $607.1K | 0.09% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 11,491 | $613.7K | 0.34% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11,501 | $614.3K | 0.37% | +131+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 11,593 | $619.2K | 0.05% | +4,720+68.7% | Added |
| Advisors Management Group Inc | 11,605 | $620.0K | 0.15% | −184−1.6% | Reduced |