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 |
|---|---|---|---|---|---|
| Blair William & Co | 37,622 | $2.01M | 0.01% | −3,162−7.8% | Reduced |
| Headlands Technologies LLC | 37,432 | $2.00M | 0.21% | +1,833+5.1% | Added |
| Edgemoor Investment Advisors, Inc. | 37,423 | $2.00M | 0.19% | −1,263−3.3% | Reduced |
| Quest Partners LLC | 37,414 | $2.00M | 0.27% | +24,615+192.3% | Added |
| CWM, LLC | 36,923 | $1.97M | 0.01% | +3,838+11.6% | Added |
| Wexford Capital LP | 36,236 | $1.94M | 0.49% | −19,771−35.3% | Reduced |
| Hartford Investment Management Co | 35,556 | $1.90M | 0.07% | −57−0.2% | Reduced |
| ARS Investment Partners, LLC | 35,359 | $1.89M | 0.18% | −1,511−4.1% | Reduced |
| Crossmark Global Holdings, Inc. | 35,248 | $1.88M | 0.04% | −4,296−10.9% | Reduced |
| Jarislowsky, Fraser Ltd | 35,000 | $1.87M | 0.01% | −10,800−23.6% | Reduced |
| Metis Global Partners, LLC | 34,378 | $1.84M | 0.06% | +1,915+5.9% | Added |
| Stevens Capital Management LP | 34,287 | $1.83M | 0.62% | +8,756+34.3% | Added |
| Siemens Fonds Invest GmbH | 34,210 | $1.83M | 0.14% | −2,236−6.1% | Reduced |
| Westpac Banking Corp | 34,178 | $1.83M | 0.14% | −2,181−6.0% | Reduced |
| Inceptionr LLC | 33,758 | $1.80M | 0.51% | +6,003+21.6% | Added |
| Rakuten Investment Management, Inc. | 32,779 | $1.77M | 0.01% | +12,617+62.6% | Added |
| First Dallas Securities Inc. | 32,744 | $1.75M | 0.77% | +461+1.4% | Added |
| Sourcerock Group LLC | 32,689 | $1.75M | 0.12% | +13,689+72.0% | Added |
| D.A. Davidson & Co. | 32,306 | $1.73M | 0.02% | +3,040+10.4% | Added |
| Swiss Life Asset Management Ltd | 32,058 | $1.71M | 0.02% | +11,561+56.4% | Added |
| Nebula Research & Development LLC | 31,934 | $1.71M | 0.28% | +422+1.3% | Added |
| Securian Asset Management, Inc | 31,906 | $1.70M | 0.05% | −594−1.8% | Reduced |
| Commerzbank Aktiengesellschaft | 31,848 | $1.70M | 0.06% | +19,425+156.4% | Added |
| Savant Capital, LLC | 31,771 | $1.70M | 0.02% | +16,834+112.7% | Added |
| Advisors Asset Management, Inc. | 31,345 | $1.67M | 0.03% | −6,005−16.1% | Reduced |
| Simplex Trading, LLC | 30,986 | $1.65M | 0.05% | +6,848+28.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,578 | $1.63M | 0.08% | −9,276−23.3% | Reduced |
| First National Advisers, LLC | 29,908 | $1.60M | 0.29% | +1,308+4.6% | Added |
| Bokf, NA | 29,745 | $1.59M | 0.03% | +5,067+20.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,477 | $1.57M | 0.00% | −10,885−27.0% | Reduced |
| M&G Plc | 29,558 | $1.57M | 0.01% | +29,558 | New |
| Epiq Partners, LLC | 28,871 | $1.54M | 1.04% | −201−0.7% | Reduced |
| Walleye Capital LLC | 28,373 | $1.52M | 0.02% | −53,453−65.3% | Reduced |
| Baird Financial Group, Inc. | 28,266 | $1.51M | 0.00% | −5,809−17.0% | Reduced |
| Beacon Pointe Advisors, LLC | 27,802 | $1.48M | 0.02% | +66+0.2% | Added |
| New Mexico Educational Retirement Board | 27,778 | $1.48M | 0.05% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 27,756 | $1.48M | 0.17% | +2,610+10.4% | Added |
| TownSquare Capital, LLC | 27,516 | $1.47M | 0.02% | +4,496+19.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 27,329 | $1.45M | 0.06% | +21,317+354.6% | Added |
| Claro Advisors LLC | 27,101 | $1.45M | 0.23% | +163+0.6% | Added |
| Blackhawk Capital Partners LLC. | 26,936 | $1.44M | 0.87% | +26,936 | New |
| Van Hulzen Asset Management, LLC | 26,698 | $1.43M | 0.10% | +498+1.9% | Added |
| SCP Investment, LP | 26,600 | $1.42M | 0.90% | +22,800+600.0% | Added |
| Toroso Investments, LLC | 26,551 | $1.42M | 0.02% | −2,090−7.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,522 | $1.42M | 0.00% | +842+3.3% | Added |
| Procyon Private Wealth Partners, LLC | 26,496 | $1.42M | 0.10% | +3,027+12.9% | Added |
| Berger Financial Group, Inc | 26,462 | $1.41M | 0.11% | +97+0.4% | Added |
| Central Bank & Trust Co | 26,212 | $1.40M | 0.19% | −18−0.1% | Reduced |
| FORA Capital, LLC | 26,089 | $1.39M | 0.17% | +26,089 | New |
| Strong Tower Advisory Services | 26,011 | $1.39M | 0.46% | +6,193+31.2% | Added |
| Fox Run Management, L.L.C. | 25,808 | $1.38M | 0.26% | +11,475+80.1% | Added |
| Avantax Advisory Services, Inc. | 24,635 | $1.32M | 0.01% | +8,581+53.5% | Added |
| Ieq Capital, LLC | 24,165 | $1.29M | 0.02% | +1,473+6.5% | Added |
| Wealth Alliance | 24,094 | $1.29M | 0.17% | +14,062+140.2% | Added |
| Quotient Wealth Partners, LLC | 23,942 | $1.28M | 0.04% | −1,962−7.6% | Reduced |
| Norinchukin Bank, The | 23,385 | $1.25M | 0.04% | +528+2.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,076 | $1.23M | 0.00% | +7,877+51.8% | Added |
| Bleakley Financial Group, LLC | 23,007 | $1.23M | 0.04% | +8,629+60.0% | Added |
| Simplicity Wealth,LLC | 22,999 | $1.23M | 0.03% | +8,656+60.3% | Added |
| AdvisorNet Financial, Inc | 22,973 | $1.23M | 0.11% | −7,428−24.4% | Reduced |
| Dakota Wealth Management | 22,774 | $1.22M | 0.03% | −90−0.4% | Reduced |
| OV Management LLC | 22,500 | $1.20M | 0.84% | +400+1.8% | Added |
| Tradition Wealth Management, LLC | 22,181 | $1.18M | 0.11% | −6,038−21.4% | Reduced |
| RSM US Wealth Management LLC | 22,559 | $1.18M | 0.02% | +17,512+347.0% | Added |
| Oppenheimer & Co Inc | 22,103 | $1.18M | 0.02% | +591+2.7% | Added |
| Summit Trail Advisors, LLC | 21,852 | $1.18M | 0.03% | +918+4.4% | Added |
| HighPoint Advisor Group LLC | 20,034 | $1.18M | 0.07% | +894+4.7% | Added |
| Fulton Bank, N.A. | 21,958 | $1.17M | 0.05% | +1,428+7.0% | Added |
| Acadian Asset Management LLC | 21,758 | $1.16M | 0.00% | +21,147+3,461.0% | Added |
| Valtinson Bruner Financial Planning LLC | 21,693 | $1.16M | 0.46% | −22−0.1% | Reduced |
| Machina Capital S.A.S. | 21,624 | $1.15M | 0.52% | −13,042−37.6% | Reduced |
| AE Wealth Management LLC | 21,484 | $1.15M | 0.01% | +4,178+24.1% | Added |
| Mattson Financial Services, LLC | 21,463 | $1.15M | 0.41% | +21,463 | New |
| Resolution Capital Ltd | 21,380 | $1.14M | 0.02% | +8,600+67.3% | Added |
| Buckingham Strategic Wealth, LLC | 21,354 | $1.14M | 0.01% | +2,556+13.6% | Added |
| Accredited Investors Inc. | 21,201 | $1.13M | 0.07% | −160−0.7% | Reduced |
| Aquatic Capital Management LLC | 21,200 | $1.13M | 0.04% | −630,400−96.7% | Reduced |
| Verdence Capital Advisors LLC | 21,188 | $1.13M | 0.10% | +10,471+97.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 21,063 | $1.12M | 0.05% | −1,765−7.7% | Reduced |
| Geneos Wealth Management Inc. | 20,869 | $1.11M | 0.05% | +185+0.9% | Added |
| Keybank National Association | 20,585 | $1.10M | 0.00% | −2,991−12.7% | Reduced |
| Raleigh Capital Management Inc. | 20,350 | $1.09M | 0.46% | +6,943+51.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 20,238 | $1.08M | 0.57% | +698+3.6% | Added |
| NorthRock Partners, LLC | 20,130 | $1.08M | 0.04% | −820−3.9% | Reduced |
| Paloma Partners Management Co | 20,109 | $1.07M | 0.09% | +20,109 | New |
| Hartree Partners, LP | 20,000 | $1.07M | 0.27% | +20,000 | New |
| B. Metzler seel. Sohn & Co. AG | 19,931 | $1.06M | 0.01% | 00.0% | Unchanged |
| White Pine Capital LLC | 19,800 | $1.06M | 0.40% | −30−0.2% | Reduced |
| 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 |
| Glenmede Trust Co NA | 19,679 | $1.05M | 0.01% | +111+0.6% | Added |
| Great Valley Advisor Group, Inc. | 19,599 | $1.05M | 0.03% | +1,970+11.2% | Added |
| Oppenheimer Asset Management Inc. | 19,453 | $1.04M | 0.01% | +1,497+8.3% | Added |
| DeDora Capital, Inc. | 19,399 | $1.04M | 0.32% | +804+4.3% | Added |
| Omers Administration Corp | 19,231 | $1.03M | 0.01% | +19,231 | New |
| South Dakota Investment Council | 19,141 | $1.02M | 0.02% | −23−0.1% | Reduced |
| Sigma Planning Corp | 18,874 | $1.01M | 0.03% | +1,601+9.3% | Added |
| First Western Trust Bank | 18,705 | $999.0K | 0.05% | +15+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,719 | $998.7K | 0.01% | +645+3.6% | Added |
| Royal Fund Management, LLC | 18,692 | $998.4K | 0.13% | +18,692 | New |