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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 50,445 | $2.69M | 0.02% | +3,454+7.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 51,012 | $2.72M | 0.01% | −338,808−86.9% | Reduced |
| Employees Retirement System of Texas | 53,000 | $2.83M | 0.03% | +53,000 | New |
| TD Private Client Wealth LLC | 53,034 | $2.83M | 0.09% | +27,943+111.4% | Added |
| Morton Community Bank | 54,103 | $2.89M | 0.82% | +3,082+6.0% | Added |
| iA Global Asset Management Inc. | 54,584 | $2.92M | 0.06% | −12,417−18.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 57,000 | $3.04M | 0.04% | +32,000+128.0% | Added |
| Decade Renewable Partners LP | 57,700 | $3.08M | 1.50% | +57,700 | New |
| Meyer Handelman Co | 57,900 | $3.09M | 0.11% | −970−1.6% | Reduced |
| Bridge Creek Capital Management LLC | 58,392 | $3.12M | 1.00% | +4,450+8.2% | Added |
| First Bank & Trust | 58,667 | $3.13M | 0.64% | +10,053+20.7% | Added |
| O'Shaughnessy Asset Management, LLC | 59,759 | $3.19M | 0.03% | −316−0.5% | Reduced |
| State of Alaska, Department of Revenue | 60,420 | $3.23M | 0.04% | −40,585−40.2% | Reduced |
| Private Advisor Group, LLC | 60,652 | $3.24M | 0.02% | +2,011+3.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 61,167 | $3.27M | 0.01% | +10,851+21.6% | Added |
| Janus Henderson Group PLC | 61,450 | $3.28M | 0.00% | −9,960−13.9% | Reduced |
| Moloney Securities Asset Management, LLC | 61,556 | $3.29M | 0.48% | +6,257+11.3% | Added |
| Davenport & Co LLC | 61,583 | $3.29M | 0.02% | +26,429+75.2% | Added |
| D. E. Shaw & Co., Inc. | 62,756 | $3.35M | 0.00% | −153,588−71.0% | Reduced |
| Mercer Global Advisors Inc | 62,891 | $3.36M | 0.01% | −697−1.1% | Reduced |
| Verition Fund Management LLC | 63,924 | $3.41M | 0.03% | −1,160,274−94.8% | Reduced |
| HITE Hedge Asset Management LLC | 64,324 | $3.44M | 0.34% | −150,966−70.1% | Reduced |
| Sanctuary Advisors, LLC | 64,337 | $3.47M | 0.03% | +64,337 | New |
| Pacer Advisors, Inc. | 65,866 | $3.52M | 0.01% | −40,494−38.1% | Reduced |
| Nisa Investment Advisors, LLC | 65,221 | $3.52M | 0.02% | −403−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 66,834 | $3.57M | 0.01% | −6,675−9.1% | Reduced |
| Vestcor Inc | 68,812 | $3.67M | 0.12% | 00.0% | Unchanged |
| Credit Agricole S A | 68,916 | $3.68M | 0.02% | +26,961+64.3% | Added |
| Pathstone Holdings, LLC | 69,053 | $3.69M | 0.02% | +13,562+24.4% | Added |
| Mediolanum International Funds Ltd | 73,750 | $3.71M | 0.06% | −2,672−3.5% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $3.74M | 0.35% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 70,070 | $3.74M | 0.04% | −2,279−3.2% | Reduced |
| Profund Advisors LLC | 70,763 | $3.78M | 0.14% | +9,567+15.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,091 | $3.80M | 0.04% | −2,464−3.3% | Reduced |
| GWM Advisors LLC | 71,852 | $3.84M | 0.03% | −2,506−3.4% | Reduced |
| Shelton Capital Management | 73,052 | $3.90M | 0.11% | +2,473+3.5% | Added |
| Quantinno Capital Management LP | 73,102 | $3.90M | 0.07% | +26,148+55.7% | Added |
| MML Investors Services, LLC | 73,455 | $3.92M | 0.02% | +20,959+39.9% | Added |
| Bogart Wealth, LLC | 73,796 | $3.94M | 0.20% | −3,155−4.1% | Reduced |
| Rockefeller Capital Management L.P. | 74,651 | $3.99M | 0.01% | −5,147−6.5% | Reduced |
| Xponance, Inc. | 74,681 | $3.99M | 0.04% | −95−0.1% | Reduced |
| Louisiana State Employees Retirement System | 75,500 | $4.03M | 0.08% | −100−0.1% | Reduced |
| New York Life Investment Management LLC | 76,165 | $4.07M | 0.04% | +939+1.2% | Added |
| Public Employees Retirement Association of Colorado | 76,694 | $4.10M | 0.02% | −1,204−1.5% | Reduced |
| Holocene Advisors, LP | 76,849 | $4.10M | 0.02% | +67,891+757.9% | Added |
| First PREMIER Bank | 77,751 | $4.15M | 1.11% | −1,451−1.8% | Reduced |
| Yousif Capital Management, LLC | 79,616 | $4.25M | 0.05% | −13,768−14.7% | Reduced |
| Panagora Asset Management Inc | 80,210 | $4.28M | 0.02% | −5,903−6.9% | Reduced |
| Atria Investments LLC | 80,709 | $4.31M | 0.06% | +16,377+25.5% | Added |
| Squarepoint Ops LLC | 84,563 | $4.52M | 0.02% | −824,702−90.7% | Reduced |
| La Banque Postale Asset Management SA | 86,928 | $4.64M | 0.19% | −2,733−3.0% | Reduced |
| Marshall Wace, LLP | 87,166 | $4.66M | 0.01% | −885,771−91.0% | Reduced |
| PEAK6 Investments LLC | 87,826 | $4.69M | 0.22% | −12,009−12.0% | Reduced |
| Palisade Asset Management, LLC | 88,546 | $4.73M | 0.49% | −7,490−7.8% | Reduced |
| Captrust Financial Advisors | 89,551 | $4.78M | 0.02% | +8,245+10.1% | Added |
| Capital Fund Management S.A. | 89,968 | $4.81M | 0.05% | −364,331−80.2% | Reduced |
| Utah Retirement Systems | 91,598 | $4.89M | 0.06% | −3,600−3.8% | Reduced |
| Opus Investment Management Inc | 91,709 | $4.90M | 3.16% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 92,436 | $4.94M | 0.17% | +64,386+229.5% | Added |
| Teza Capital Management LLC | 92,639 | $4.95M | 0.61% | −60,228−39.4% | Reduced |
| Dean Investment Associates, LLC | 92,642 | $4.95M | 0.70% | −3,988−4.1% | Reduced |
| DekaBank Deutsche Girozentrale | 93,119 | $4.99M | 0.01% | +548+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,064 | $5.02M | 0.02% | −22,704−19.4% | Reduced |
| Public Sector Pension Investment Board | 94,198 | $5.03M | 0.03% | +31,645+50.6% | Added |
| Oliver Luxxe Assets LLC | 94,421 | $5.04M | 1.07% | −659−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 97,214 | $5.19M | 0.09% | +63,896+191.8% | Added |
| Alaska Permanent Fund Corp | 90,714 | $5.29M | 0.08% | +931+1.0% | Added |
| HighTower Advisors, LLC | 103,726 | $5.53M | 0.01% | +9,614+10.2% | Added |
| Kempen Capital Management N.V. | 104,559 | $5.58M | 0.06% | 00.0% | Unchanged |
| Prudential PLC | 105,156 | $5.62M | 0.04% | −117,096−52.7% | Reduced |
| Czech National Bank | 105,882 | $5.66M | 0.06% | +8,790+9.1% | Added |
| British Columbia Investment Management Corp | 106,378 | $5.68M | 0.03% | +40,495+61.5% | Added |
| BTG Pactual Asset Management US LLC | 107,617 | $5.75M | 1.44% | +107,617 | New |
| BTC Capital Management, Inc. | 109,061 | $5.82M | 0.54% | +1,010+0.9% | Added |
| Focus Financial Network, Inc. | 106,056 | $5.87M | 0.25% | −2,769−2.5% | Reduced |
| Mariner, LLC | 110,034 | $5.88M | 0.01% | +15,828+16.8% | Added |
| CIBC World Markets Corp | 111,826 | $5.97M | 0.04% | +19,957+21.7% | Added |
| Daiwa Securities Group Inc. | 112,008 | $5.98M | 0.03% | +11,039+10.9% | Added |
| Amalgamated Bank | 112,117 | $5.99M | 0.05% | −2,186−1.9% | Reduced |
| Intact Investment Management Inc. | 112,150 | $5.99M | 0.22% | +50,050+80.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 112,304 | $6.00M | 0.01% | −5,910−5.0% | Reduced |
| Hennessy Advisors Inc | 113,599 | $6.07M | 0.23% | +2,300+2.1% | Added |
| State of Tennessee, Treasury Department | 115,064 | $6.15M | 0.02% | −103,571−47.4% | Reduced |
| Quantbot Technologies LP | 115,369 | $6.16M | 0.30% | −137,370−54.4% | Reduced |
| HGK Asset Management Inc | 117,087 | $6.25M | 1.21% | +9,510+8.8% | Added |
| Natixis Advisors, L.P. | 119,168 | $6.37M | 0.01% | +21,717+22.3% | Added |
| Principal Street Partners, LLC | 119,910 | $6.40M | 1.15% | +90,070+301.8% | Added |
| Zions Bancorporation, N.A. | 121,721 | $6.50M | 0.52% | +60,713+99.5% | Added |
| Viking Fund Management LLC | 122,400 | $6.54M | 1.17% | +20,000+19.5% | Added |
| Retirement Systems of Alabama | 122,567 | $6.55M | 0.03% | +773+0.6% | Added |
| First National Bank of Omaha | 122,969 | $6.57M | 0.43% | +7,321+6.3% | Added |
| Janney Montgomery Scott LLC | 123,458 | $6.59M | 0.02% | +21,777+21.4% | Added |
| SG Americas Securities, LLC | 123,610 | $6.60M | 0.04% | −251,357−67.0% | Reduced |
| ING Groep NV | 125,156 | $6.68M | 0.04% | −106,909−46.1% | Reduced |
| M&T Bank Corp | 126,060 | $6.73M | 0.02% | +15,752+14.3% | Added |
| Assetmark, Inc | 127,826 | $6.83M | 0.02% | +16,170+14.5% | Added |
| Abn Amro Investment Solutions | 131,900 | $7.04M | 0.13% | −25,516−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 133,660 | $7.14M | 0.02% | −19,854−12.9% | Reduced |
| Ontario Teachers Pension Plan Board | 134,183 | $7.17M | 0.07% | −28,625−17.6% | Reduced |
| CI Private Wealth, LLC | 135,266 | $7.22M | 0.01% | −18,628−12.1% | Reduced |