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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 11,847 | $632.7K | 0.01% | +403+3.5% | Added |
| Colony Group, LLC | 11,938 | $638.0K | 0.00% | +4,047+51.3% | Added |
| Prospera Financial Services Inc | 12,028 | $642.5K | 0.02% | +945+8.5% | Added |
| Bailard, Inc. | 12,074 | $644.9K | 0.02% | +242+2.0% | Added |
| Dearborn Partners LLC | 12,122 | $647.4K | 0.03% | +2,199+22.2% | Added |
| AMF Pensionsforsakring AB | 12,259 | $654.8K | 0.00% | +12,259 | New |
| EP Wealth Advisors, LLC | 12,324 | $658.2K | 0.01% | −153−1.2% | Reduced |
| Triumph Capital Management | 12,342 | $659.2K | 0.26% | +7,706+166.2% | Added |
| Greenleaf Trust | 12,373 | $660.8K | 0.01% | −3,604−22.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,384 | $661.4K | 0.02% | +12,384 | New |
| Investment Management Corp of Ontario | 12,394 | $662.0K | 0.02% | −6,450−34.2% | Reduced |
| Bell Bank | 12,579 | $671.8K | 0.06% | −500−3.8% | Reduced |
| Brown Financial Advisors | 12,869 | $687.3K | 0.31% | +12,869 | New |
| KLCM Advisors, Inc. | 12,939 | $691.1K | 0.09% | +100+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 13,096 | $699.5K | 0.05% | −4,498−25.6% | Reduced |
| Resources Investment Advisors, LLC. | 13,150 | $702.4K | 0.01% | +4,157+46.2% | Added |
| Axq Capital, LP | 13,320 | $711.4K | 0.17% | +13,320 | New |
| Reuter James Wealth Management, LLC | 13,579 | $725.3K | 0.54% | +6,151+82.8% | Added |
| Coldstream Capital Management Inc | 13,692 | $731.3K | 0.02% | −1,965−12.6% | Reduced |
| Tradewinds Capital Management, LLC | 13,854 | $739.9K | 0.22% | +13,182+1,961.6% | Added |
| Corundum Group, Inc. | 13,882 | $741.4K | 0.29% | +8,359+151.3% | Added |
| Aspen Wealth Strategies, LLC | 13,603 | $752.5K | 0.52% | −199−1.4% | Reduced |
| Icon Advisers Inc | 14,400 | $755.0K | 0.17% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,395 | $755.3K | 0.07% | −1,537−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,148 | $755.6K | 0.01% | −1,299−8.4% | Reduced |
| Exchange Traded Concepts, LLC | 14,193 | $758.0K | 0.02% | +470+3.4% | Added |
| Natixis | 14,248 | $761.0K | 0.00% | −141,070−90.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,325 | $765.1K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 14,446 | $771.6K | 0.02% | −1,850−11.4% | Reduced |
| Capstone Investment Advisors, LLC | 14,574 | $778.4K | 0.02% | −7,713−34.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,607 | $780.0K | 0.01% | −2,339−13.8% | Reduced |
| WealthTrust Axiom LLC | 14,751 | $787.8K | 0.26% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 14,765 | $788.6K | 0.06% | −2,574−14.8% | Reduced |
| IHT Wealth Management, LLC | 14,819 | $791.5K | 0.03% | +541+3.8% | Added |
| Quadrature Capital Ltd | 14,904 | $796.3K | 0.01% | −243,556−94.2% | Reduced |
| Alberta Investment Management Corp | 15,300 | $817.2K | 0.01% | +7,600+98.7% | Added |
| Park Avenue Securities LLC | 15,374 | $821.0K | 0.01% | +7,385+92.4% | Added |
| Bessemer Group Inc | 15,412 | $824.0K | 0.00% | +167+1.1% | Added |
| Petrus Trust Company, LTA | 15,541 | $830.0K | 0.08% | +3,693+31.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,579 | $832.0K | 0.01% | +5,081+48.4% | Added |
| Kovitz Investment Group Partners, LLC | 15,613 | $833.9K | 0.01% | −4,559−22.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,804 | $844.1K | 0.45% | +304+2.0% | Added |
| Snowden Capital Advisors LLC | 15,785 | $851.5K | 0.03% | +9,271+142.3% | Added |
| Sowell Financial Services LLC | 15,877 | $857.0K | 0.04% | +3,244+25.7% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $867.5K | 0.11% | 00.0% | Unchanged |
| United Services Automobile Association | 16,275 | $869.2K | 0.02% | −1,296−7.4% | Reduced |
| Lockheed Martin Investment Management Co | 16,500 | $881.3K | 0.05% | −11,500−41.1% | Reduced |
| Integrated Wealth Concepts LLC | 16,710 | $892.5K | 0.01% | +1,913+12.9% | Added |
| Great Waters Wealth Management | 16,728 | $893.4K | 0.14% | −6,658−28.5% | Reduced |
| Dechtman Wealth Management, LLC | 16,735 | $893.8K | 0.20% | +165+1.0% | Added |
| Harvest Fund Management Co., Ltd | 16,813 | $898.0K | 0.06% | +466+2.9% | Added |
| Principal Securities, Inc. | 16,832 | $899.0K | 0.02% | +467+2.9% | Added |
| Western Wealth Management, LLC | 16,883 | $901.7K | 0.07% | −296−1.7% | Reduced |
| Equitable Trust Co | 17,163 | $916.7K | 0.06% | +350+2.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,235 | $920.5K | 0.21% | +15+0.1% | Added |
| United Capital Financial Advisers, LLC | 17,623 | $941.3K | 0.01% | +4,125+30.6% | Added |
| Occudo Quantitative Strategies LP | 17,655 | $943.0K | 0.17% | +10,237+138.0% | Added |
| Everence Capital Management Inc | 17,554 | $943.0K | 0.07% | +7,810+80.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,682 | $944.4K | 0.02% | +173+1.0% | Added |
| Centiva Capital, LP | 17,771 | $949.1K | 0.05% | −17,261−49.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,922 | $957.2K | 0.06% | −288−1.6% | Reduced |
| Cypress Capital Group | 18,042 | $963.6K | 0.12% | −154−0.8% | Reduced |
| Raymond James Trust N.A. | 18,050 | $964.1K | 0.02% | +5,398+42.7% | Added |
| Harbour Investments, Inc. | 18,117 | $967.6K | 0.03% | −631−3.4% | Reduced |
| Neuberger Berman Group LLC | 18,129 | $968.2K | 0.00% | +8,374+85.8% | Added |
| Ethic Inc. | 18,164 | $970.1K | 0.02% | +3,302+22.2% | Added |
| Catalyst Funds Management Pty Ltd | 18,200 | $972.1K | 0.26% | +18,200 | New |
| Huntington National Bank | 18,251 | $974.8K | 0.01% | −774−4.1% | Reduced |
| 17 Capital Partners, LLC | 18,264 | $975.5K | 0.69% | −1,200−6.2% | Reduced |
| Tiaa Trust, National Association | 18,279 | $976.7K | 0.00% | +4,510+32.8% | Added |
| Empirical Finance, LLC | 18,395 | $982.5K | 0.06% | −1,183−6.0% | Reduced |
| Mission Wealth Management, LP | 18,476 | $986.8K | 0.03% | −6,053−24.7% | Reduced |
| Wolverine Trading, LLC | 18,618 | $994.4K | 0.02% | −12,133−39.5% | Reduced |
| Pallas Capital Advisors LLC | 17,863 | $996.4K | 0.04% | +4,752+36.2% | Added |
| Royal Fund Management, LLC | 18,692 | $998.4K | 0.13% | +18,692 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,719 | $998.7K | 0.01% | +645+3.6% | Added |
| First Western Trust Bank | 18,705 | $999.0K | 0.05% | +15+0.1% | Added |
| Sigma Planning Corp | 18,874 | $1.01M | 0.03% | +1,601+9.3% | Added |
| South Dakota Investment Council | 19,141 | $1.02M | 0.02% | −23−0.1% | Reduced |
| Omers Administration Corp | 19,231 | $1.03M | 0.01% | +19,231 | New |
| DeDora Capital, Inc. | 19,399 | $1.04M | 0.32% | +804+4.3% | Added |
| Oppenheimer Asset Management Inc. | 19,453 | $1.04M | 0.01% | +1,497+8.3% | Added |
| Great Valley Advisor Group, Inc. | 19,599 | $1.05M | 0.03% | +1,970+11.2% | Added |
| Glenmede Trust Co NA | 19,679 | $1.05M | 0.01% | +111+0.6% | Added |
| Brinker Capital Investments, LLC | 19,748 | $1.05M | 0.01% | +1,564+8.6% | Added |
| Orion Portfolio Solutions, LLC | 19,748 | $1.05M | 0.01% | +1,564+8.6% | Added |
| White Pine Capital LLC | 19,800 | $1.06M | 0.40% | −30−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,931 | $1.06M | 0.01% | 00.0% | Unchanged |
| Hartree Partners, LP | 20,000 | $1.07M | 0.27% | +20,000 | New |
| Paloma Partners Management Co | 20,109 | $1.07M | 0.09% | +20,109 | New |
| NorthRock Partners, LLC | 20,130 | $1.08M | 0.04% | −820−3.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 20,238 | $1.08M | 0.57% | +698+3.6% | Added |
| Raleigh Capital Management Inc. | 20,350 | $1.09M | 0.46% | +6,943+51.8% | Added |
| Keybank National Association | 20,585 | $1.10M | 0.00% | −2,991−12.7% | Reduced |
| Geneos Wealth Management Inc. | 20,869 | $1.11M | 0.05% | +185+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,063 | $1.12M | 0.05% | −1,765−7.7% | Reduced |
| Verdence Capital Advisors LLC | 21,188 | $1.13M | 0.10% | +10,471+97.7% | Added |
| Aquatic Capital Management LLC | 21,200 | $1.13M | 0.04% | −630,400−96.7% | Reduced |
| Accredited Investors Inc. | 21,201 | $1.13M | 0.07% | −160−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 21,354 | $1.14M | 0.01% | +2,556+13.6% | Added |