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 |
|---|---|---|---|---|---|
| Resolution Capital Ltd | 21,380 | $1.14M | 0.02% | +8,600+67.3% | Added |
| Mattson Financial Services, LLC | 21,463 | $1.15M | 0.41% | +21,463 | New |
| AE Wealth Management LLC | 21,484 | $1.15M | 0.01% | +4,178+24.1% | Added |
| Machina Capital S.A.S. | 21,624 | $1.15M | 0.52% | −13,042−37.6% | Reduced |
| Valtinson Bruner Financial Planning LLC | 21,693 | $1.16M | 0.46% | −22−0.1% | Reduced |
| Acadian Asset Management LLC | 21,758 | $1.16M | 0.00% | +21,147+3,461.0% | Added |
| Fulton Bank, N.A. | 21,958 | $1.17M | 0.05% | +1,428+7.0% | Added |
| HighPoint Advisor Group LLC | 20,034 | $1.18M | 0.07% | +894+4.7% | Added |
| Summit Trail Advisors, LLC | 21,852 | $1.18M | 0.03% | +918+4.4% | Added |
| Oppenheimer & Co Inc | 22,103 | $1.18M | 0.02% | +591+2.7% | Added |
| RSM US Wealth Management LLC | 22,559 | $1.18M | 0.02% | +17,512+347.0% | Added |
| Tradition Wealth Management, LLC | 22,181 | $1.18M | 0.11% | −6,038−21.4% | Reduced |
| OV Management LLC | 22,500 | $1.20M | 0.84% | +400+1.8% | Added |
| Dakota Wealth Management | 22,774 | $1.22M | 0.03% | −90−0.4% | Reduced |
| AdvisorNet Financial, Inc | 22,973 | $1.23M | 0.11% | −7,428−24.4% | Reduced |
| Simplicity Wealth,LLC | 22,999 | $1.23M | 0.03% | +8,656+60.3% | Added |
| Bleakley Financial Group, LLC | 23,007 | $1.23M | 0.04% | +8,629+60.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,076 | $1.23M | 0.00% | +7,877+51.8% | Added |
| Norinchukin Bank, The | 23,385 | $1.25M | 0.04% | +528+2.3% | Added |
| Quotient Wealth Partners, LLC | 23,942 | $1.28M | 0.04% | −1,962−7.6% | Reduced |
| Wealth Alliance | 24,094 | $1.29M | 0.17% | +14,062+140.2% | Added |
| Ieq Capital, LLC | 24,165 | $1.29M | 0.02% | +1,473+6.5% | Added |
| Avantax Advisory Services, Inc. | 24,635 | $1.32M | 0.01% | +8,581+53.5% | Added |
| Fox Run Management, L.L.C. | 25,808 | $1.38M | 0.26% | +11,475+80.1% | Added |
| Strong Tower Advisory Services | 26,011 | $1.39M | 0.46% | +6,193+31.2% | Added |
| FORA Capital, LLC | 26,089 | $1.39M | 0.17% | +26,089 | New |
| Central Bank & Trust Co | 26,212 | $1.40M | 0.19% | −18−0.1% | Reduced |
| Berger Financial Group, Inc | 26,462 | $1.41M | 0.11% | +97+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 26,496 | $1.42M | 0.10% | +3,027+12.9% | Added |
| Northwestern Mutual Wealth Management Co | 26,522 | $1.42M | 0.00% | +842+3.3% | Added |
| Toroso Investments, LLC | 26,551 | $1.42M | 0.02% | −2,090−7.3% | Reduced |
| SCP Investment, LP | 26,600 | $1.42M | 0.90% | +22,800+600.0% | Added |
| Van Hulzen Asset Management, LLC | 26,698 | $1.43M | 0.10% | +498+1.9% | Added |
| Blackhawk Capital Partners LLC. | 26,936 | $1.44M | 0.87% | +26,936 | New |
| Claro Advisors LLC | 27,101 | $1.45M | 0.23% | +163+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,329 | $1.45M | 0.06% | +21,317+354.6% | Added |
| TownSquare Capital, LLC | 27,516 | $1.47M | 0.02% | +4,496+19.5% | Added |
| Bayesian Capital Management, LP | 27,756 | $1.48M | 0.17% | +2,610+10.4% | Added |
| New Mexico Educational Retirement Board | 27,778 | $1.48M | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 27,802 | $1.48M | 0.02% | +66+0.2% | Added |
| Baird Financial Group, Inc. | 28,266 | $1.51M | 0.00% | −5,809−17.0% | Reduced |
| Walleye Capital LLC | 28,373 | $1.52M | 0.02% | −53,453−65.3% | Reduced |
| Epiq Partners, LLC | 28,871 | $1.54M | 1.04% | −201−0.7% | Reduced |
| M&G Plc | 29,558 | $1.57M | 0.01% | +29,558 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,477 | $1.57M | 0.00% | −10,885−27.0% | Reduced |
| Bokf, NA | 29,745 | $1.59M | 0.03% | +5,067+20.5% | Added |
| First National Advisers, LLC | 29,908 | $1.60M | 0.29% | +1,308+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,578 | $1.63M | 0.08% | −9,276−23.3% | Reduced |
| Simplex Trading, LLC | 30,986 | $1.65M | 0.05% | +6,848+28.4% | Added |
| Advisors Asset Management, Inc. | 31,345 | $1.67M | 0.03% | −6,005−16.1% | Reduced |
| Savant Capital, LLC | 31,771 | $1.70M | 0.02% | +16,834+112.7% | Added |
| Commerzbank Aktiengesellschaft | 31,848 | $1.70M | 0.06% | +19,425+156.4% | Added |
| Securian Asset Management, Inc | 31,906 | $1.70M | 0.05% | −594−1.8% | Reduced |
| Nebula Research & Development LLC | 31,934 | $1.71M | 0.28% | +422+1.3% | Added |
| Swiss Life Asset Management Ltd | 32,058 | $1.71M | 0.02% | +11,561+56.4% | Added |
| D.A. Davidson & Co. | 32,306 | $1.73M | 0.02% | +3,040+10.4% | Added |
| Sourcerock Group LLC | 32,689 | $1.75M | 0.12% | +13,689+72.0% | Added |
| First Dallas Securities Inc. | 32,744 | $1.75M | 0.77% | +461+1.4% | Added |
| Rakuten Investment Management, Inc. | 32,779 | $1.77M | 0.01% | +12,617+62.6% | Added |
| Inceptionr LLC | 33,758 | $1.80M | 0.51% | +6,003+21.6% | Added |
| Westpac Banking Corp | 34,178 | $1.83M | 0.14% | −2,181−6.0% | Reduced |
| Siemens Fonds Invest GmbH | 34,210 | $1.83M | 0.14% | −2,236−6.1% | Reduced |
| Stevens Capital Management LP | 34,287 | $1.83M | 0.62% | +8,756+34.3% | Added |
| Metis Global Partners, LLC | 34,378 | $1.84M | 0.06% | +1,915+5.9% | Added |
| Jarislowsky, Fraser Ltd | 35,000 | $1.87M | 0.01% | −10,800−23.6% | Reduced |
| Crossmark Global Holdings, Inc. | 35,248 | $1.88M | 0.04% | −4,296−10.9% | Reduced |
| ARS Investment Partners, LLC | 35,359 | $1.89M | 0.18% | −1,511−4.1% | Reduced |
| Hartford Investment Management Co | 35,556 | $1.90M | 0.07% | −57−0.2% | Reduced |
| Wexford Capital LP | 36,236 | $1.94M | 0.49% | −19,771−35.3% | Reduced |
| CWM, LLC | 36,923 | $1.97M | 0.01% | +3,838+11.6% | Added |
| Quest Partners LLC | 37,414 | $2.00M | 0.27% | +24,615+192.3% | Added |
| Edgemoor Investment Advisors, Inc. | 37,423 | $2.00M | 0.19% | −1,263−3.3% | Reduced |
| Headlands Technologies LLC | 37,432 | $2.00M | 0.21% | +1,833+5.1% | Added |
| Blair William & Co | 37,622 | $2.01M | 0.01% | −3,162−7.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 37,870 | $2.02M | 0.69% | +320+0.9% | Added |
| Boothbay Fund Management, LLC | 38,764 | $2.07M | 0.07% | +19,764+104.0% | Added |
| AXA S.A. | 39,060 | $2.09M | 0.01% | +2,755+7.6% | Added |
| Cresset Asset Management, LLC | 38,914 | $2.10M | 0.01% | +6,036+18.4% | Added |
| JustInvest LLC | 39,434 | $2.10M | 0.04% | +3,963+11.2% | Added |
| QRG Capital Management, Inc. | 39,808 | $2.13M | 0.03% | +272+0.7% | Added |
| Wealthfront Advisers LLC | 40,780 | $2.18M | 0.01% | +10,722+35.7% | Added |
| UniSuper Management Pty Ltd | 40,817 | $2.18M | 0.02% | +15,733+62.7% | Added |
| Kentucky Retirement Systems | 41,871 | $2.24M | 0.06% | −36−0.1% | Reduced |
| Fifth Third Bancorp | 41,923 | $2.24M | 0.01% | −2,846−6.4% | Reduced |
| Mizuho Securities USA LLC | 42,846 | $2.29M | 0.05% | +42,846 | New |
| Y-Intercept (Hong Kong) Ltd | 43,085 | $2.30M | 0.13% | +43,085 | New |
| Agf Management Ltd | 43,205 | $2.31M | 0.01% | −1,907−4.2% | Reduced |
| Maryland State Retirement & Pension System | 43,243 | $2.31M | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 43,700 | $2.33M | 0.02% | −1,307−2.9% | Reduced |
| Sciencast Management LP | 44,625 | $2.38M | 0.83% | +13,596+43.8% | Added |
| Empowered Funds, LLC | 44,987 | $2.40M | 0.04% | +19,176+74.3% | Added |
| Gulf International Bank (UK) Ltd | 45,439 | $2.43M | 0.06% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 45,632 | $2.44M | 0.10% | +13,955+44.1% | Added |
| Wedbush Securities Inc | 47,126 | $2.52M | 0.09% | +2,063+4.6% | Added |
| Qsemble Capital Management, LP | 47,349 | $2.53M | 0.48% | −8,841−15.7% | Reduced |
| Ameritas Investment Partners, Inc. | 47,564 | $2.54M | 0.09% | −26−0.1% | Reduced |
| KBC Group NV | 47,627 | $2.54M | 0.01% | +6,635+16.2% | Added |
| Oregon Public Employees Retirement Fund | 47,711 | $2.55M | 0.05% | +510+1.1% | Added |
| MBB Public Markets I LLC | 49,187 | $2.63M | 0.05% | +43,413+751.9% | Added |
| Stiles Financial Services Inc | 49,704 | $2.65M | 1.02% | +26+0.1% | Added |