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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 228 | $12.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 206 | $11.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 205 | $10.9K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 203 | $10.8K | 0.01% | −928−82.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 202 | $10.8K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $10.3K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 193 | $10.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 188 | $10.0K | 0.00% | −146−43.7% | Reduced |
| NFJ Investment Group, LLC | 183 | $9.77K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 173 | $9.24K | 0.00% | +84+94.4% | Added |
| Kelly Financial Services LLC | 170 | $9.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 170 | $9.08K | 0.01% | +170 | New |
| Sittner & Nelson, LLC | 169 | $9.03K | 0.00% | +169 | New |
| McCarthy Grittinger Financial Group, LLC | 148 | $7.91K | 0.00% | −312−67.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 135 | $7.25K | 0.00% | +1+0.7% | Added |
| Mascoma Wealth Management LLC | 133 | $7.10K | 0.00% | +133 | New |
| Financial Management Professionals, Inc. | 124 | $7.00K | 0.00% | +5+4.2% | Added |
| Crewe Advisors LLC | 129 | $6.89K | 0.00% | +20+18.3% | Added |
| Oakworth Capital, Inc. | 121 | $6.46K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 108 | $5.77K | 0.00% | +100+1,250.0% | Added |
| Carolinas Wealth Consulting LLC | 102 | $5.42K | 0.00% | +41+67.2% | Added |
| Duncker Streett & Co Inc | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $5.34K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $5.34K | 0.00% | +100 | New |
| Tributary Capital Management, LLC | 99 | $5.29K | 0.00% | +1+1.0% | Added |
| TD Waterhouse Canada Inc. | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 96 | $5.13K | 0.00% | +96 | New |
| Red Tortoise LLC | 95 | $5.07K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 93 | $4.97K | 0.00% | +93 | New |
| MCF Advisors LLC | 89 | $4.75K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 88 | $4.70K | 0.00% | +88 | New |
| SWAN Capital LLC | 86 | $4.59K | 0.00% | +86 | New |
| Aspect Partners, LLC | 82 | $4.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 81 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $4.17K | 0.00% | −129−62.3% | Reduced |
| Valued Wealth Advisors LLC | 77 | $4.16K | 0.00% | −1−1.3% | Reduced |
| Great Lakes Advisors, LLC | 78 | $4.15K | 0.00% | +78 | New |
| Central Pacific Bank - Trust Division | 76 | $4.06K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 68 | $4.00K | 0.00% | +68 | New |
| Clear Street Markets LLC | 73 | $4.00K | 0.00% | +73 | New |
| Sachetta, LLC | 67 | $3.93K | 0.00% | −23−25.6% | Reduced |
| WealthCollab, LLC | 73 | $3.90K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 72 | $3.85K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 65 | $3.47K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 59 | $3.15K | 0.00% | −12−16.9% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.04K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 53 | $2.82K | 0.00% | +11+26.2% | Added |
| Anchor Investment Management, LLC | 48 | $2.56K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $2.37K | 0.00% | +45 | New |
| Tortoise Investment Management, LLC | 44 | $2.35K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $1.76K | 0.00% | +2+6.5% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $1.76K | 0.00% | +3+10.0% | Added |
| Cornerstone Planning Group LLC | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $1.55K | 0.00% | +9+45.0% | Added |
| Trifecta Capital Advisors, LLC | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 25 | $1.34K | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 23 | $1.23K | 0.00% | +23 | New |
| POM Investment Strategies, LLC | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $1.01K | 0.00% | +6+46.2% | Added |
| Avion Wealth | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $961 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 16 | $855 | 0.00% | −19−54.3% | Reduced |
| HHM Wealth Advisors, LLC | 16 | $855 | 0.00% | +16 | New |
| Creekmur Asset Management LLC | 16 | $855 | 0.00% | +16 | New |
| Rakuten Securities, Inc. | 15 | $801 | 0.00% | +15 | New |
| True Wealth Design, LLC | 11 | $588 | 0.00% | −1−8.3% | Reduced |
| NVWM, LLC | 10 | $534 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 7 | $374 | 0.00% | −2−22.2% | Reduced |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $0 | 0.00% | +4 | New |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −662,755−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −538,180−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −302,418−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −259,862−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −182,362−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −180,036−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −171,314−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −114,065−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −97,368−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −93,808−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −78,676−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −74,188−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −71,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −56,737−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −40,050−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −39,694−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −33,797−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −27,384−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −25,241−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −22,255−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −21,350−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −19,532−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −17,408−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −15,382−100.0% | Sold out |