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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 17,863 | $996.4K | 0.04% | +4,752+36.2% | Added |
| Wolverine Trading, LLC | 18,618 | $994.4K | 0.02% | −12,133−39.5% | Reduced |
| Mission Wealth Management, LP | 18,476 | $986.8K | 0.03% | −6,053−24.7% | Reduced |
| Empirical Finance, LLC | 18,395 | $982.5K | 0.06% | −1,183−6.0% | Reduced |
| Tiaa Trust, National Association | 18,279 | $976.7K | 0.00% | +4,510+32.8% | Added |
| 17 Capital Partners, LLC | 18,264 | $975.5K | 0.69% | −1,200−6.2% | Reduced |
| Huntington National Bank | 18,251 | $974.8K | 0.01% | −774−4.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 18,200 | $972.1K | 0.26% | +18,200 | New |
| Ethic Inc. | 18,164 | $970.1K | 0.02% | +3,302+22.2% | Added |
| Neuberger Berman Group LLC | 18,129 | $968.2K | 0.00% | +8,374+85.8% | Added |
| Harbour Investments, Inc. | 18,117 | $967.6K | 0.03% | −631−3.4% | Reduced |
| Raymond James Trust N.A. | 18,050 | $964.1K | 0.02% | +5,398+42.7% | Added |
| Cypress Capital Group | 18,042 | $963.6K | 0.12% | −154−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,922 | $957.2K | 0.06% | −288−1.6% | Reduced |
| Centiva Capital, LP | 17,771 | $949.1K | 0.05% | −17,261−49.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,682 | $944.4K | 0.02% | +173+1.0% | Added |
| Everence Capital Management Inc | 17,554 | $943.0K | 0.07% | +7,810+80.2% | Added |
| Occudo Quantitative Strategies LP | 17,655 | $943.0K | 0.17% | +10,237+138.0% | Added |
| United Capital Financial Advisers, LLC | 17,623 | $941.3K | 0.01% | +4,125+30.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,235 | $920.5K | 0.21% | +15+0.1% | Added |
| Equitable Trust Co | 17,163 | $916.7K | 0.06% | +350+2.1% | Added |
| Western Wealth Management, LLC | 16,883 | $901.7K | 0.07% | −296−1.7% | Reduced |
| Principal Securities, Inc. | 16,832 | $899.0K | 0.02% | +467+2.9% | Added |
| Harvest Fund Management Co., Ltd | 16,813 | $898.0K | 0.06% | +466+2.9% | Added |
| Dechtman Wealth Management, LLC | 16,735 | $893.8K | 0.20% | +165+1.0% | Added |
| Great Waters Wealth Management | 16,728 | $893.4K | 0.14% | −6,658−28.5% | Reduced |
| Integrated Wealth Concepts LLC | 16,710 | $892.5K | 0.01% | +1,913+12.9% | Added |
| Lockheed Martin Investment Management Co | 16,500 | $881.3K | 0.05% | −11,500−41.1% | Reduced |
| United Services Automobile Association | 16,275 | $869.2K | 0.02% | −1,296−7.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $867.5K | 0.11% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 15,877 | $857.0K | 0.04% | +3,244+25.7% | Added |
| Snowden Capital Advisors LLC | 15,785 | $851.5K | 0.03% | +9,271+142.3% | Added |
| Bond & Devick Financial Network, Inc. | 15,804 | $844.1K | 0.45% | +304+2.0% | Added |
| Kovitz Investment Group Partners, LLC | 15,613 | $833.9K | 0.01% | −4,559−22.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,579 | $832.0K | 0.01% | +5,081+48.4% | Added |
| Petrus Trust Company, LTA | 15,541 | $830.0K | 0.08% | +3,693+31.2% | Added |
| Bessemer Group Inc | 15,412 | $824.0K | 0.00% | +167+1.1% | Added |
| Park Avenue Securities LLC | 15,374 | $821.0K | 0.01% | +7,385+92.4% | Added |
| Alberta Investment Management Corp | 15,300 | $817.2K | 0.01% | +7,600+98.7% | Added |
| Quadrature Capital Ltd | 14,904 | $796.3K | 0.01% | −243,556−94.2% | Reduced |
| IHT Wealth Management, LLC | 14,819 | $791.5K | 0.03% | +541+3.8% | Added |
| GYL Financial Synergies, LLC | 14,765 | $788.6K | 0.06% | −2,574−14.8% | Reduced |
| WealthTrust Axiom LLC | 14,751 | $787.8K | 0.26% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,607 | $780.0K | 0.01% | −2,339−13.8% | Reduced |
| Capstone Investment Advisors, LLC | 14,574 | $778.4K | 0.02% | −7,713−34.6% | Reduced |
| BKD Wealth Advisors, LLC | 14,446 | $771.6K | 0.02% | −1,850−11.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,325 | $765.1K | 0.04% | 00.0% | Unchanged |
| Natixis | 14,248 | $761.0K | 0.00% | −141,070−90.8% | Reduced |
| Exchange Traded Concepts, LLC | 14,193 | $758.0K | 0.02% | +470+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 14,148 | $755.6K | 0.01% | −1,299−8.4% | Reduced |
| Koshinski Asset Management, Inc. | 14,395 | $755.3K | 0.07% | −1,537−9.6% | Reduced |
| Icon Advisers Inc | 14,400 | $755.0K | 0.17% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 13,603 | $752.5K | 0.52% | −199−1.4% | Reduced |
| Corundum Group, Inc. | 13,882 | $741.4K | 0.29% | +8,359+151.3% | Added |
| Tradewinds Capital Management, LLC | 13,854 | $739.9K | 0.22% | +13,182+1,961.6% | Added |
| Coldstream Capital Management Inc | 13,692 | $731.3K | 0.02% | −1,965−12.6% | Reduced |
| Reuter James Wealth Management, LLC | 13,579 | $725.3K | 0.54% | +6,151+82.8% | Added |
| Axq Capital, LP | 13,320 | $711.4K | 0.17% | +13,320 | New |
| Resources Investment Advisors, LLC. | 13,150 | $702.4K | 0.01% | +4,157+46.2% | Added |
| Dorsey & Whitney Trust CO LLC | 13,096 | $699.5K | 0.05% | −4,498−25.6% | Reduced |
| KLCM Advisors, Inc. | 12,939 | $691.1K | 0.09% | +100+0.8% | Added |
| Brown Financial Advisors | 12,869 | $687.3K | 0.31% | +12,869 | New |
| Bell Bank | 12,579 | $671.8K | 0.06% | −500−3.8% | Reduced |
| Investment Management Corp of Ontario | 12,394 | $662.0K | 0.02% | −6,450−34.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 12,384 | $661.4K | 0.02% | +12,384 | New |
| Greenleaf Trust | 12,373 | $660.8K | 0.01% | −3,604−22.6% | Reduced |
| Triumph Capital Management | 12,342 | $659.2K | 0.26% | +7,706+166.2% | Added |
| EP Wealth Advisors, LLC | 12,324 | $658.2K | 0.01% | −153−1.2% | Reduced |
| AMF Pensionsforsakring AB | 12,259 | $654.8K | 0.00% | +12,259 | New |
| Dearborn Partners LLC | 12,122 | $647.4K | 0.03% | +2,199+22.2% | Added |
| Bailard, Inc. | 12,074 | $644.9K | 0.02% | +242+2.0% | Added |
| Prospera Financial Services Inc | 12,028 | $642.5K | 0.02% | +945+8.5% | Added |
| Colony Group, LLC | 11,938 | $638.0K | 0.00% | +4,047+51.3% | Added |
| Advisory Services Network, LLC | 11,847 | $632.7K | 0.01% | +403+3.5% | Added |
| Advisors Management Group Inc | 11,605 | $620.0K | 0.15% | −184−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,593 | $619.2K | 0.05% | +4,720+68.7% | Added |
| HighMark Wealth Management LLC | 11,501 | $614.3K | 0.37% | +131+1.2% | Added |
| Chronos Wealth Management, LLC | 11,491 | $613.7K | 0.34% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $607.1K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,258 | $601.3K | 0.01% | +274+2.5% | Added |
| First Foundation Advisors | 11,185 | $597.4K | 0.02% | +3,450+44.6% | Added |
| Bard Financial Services, Inc. | 11,000 | $587.5K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 11,111 | $585.4K | 0.20% | +11,111 | New |
| Thompson Investment Management, Inc. | 10,899 | $582.1K | 0.09% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 10,815 | $577.6K | 0.06% | −859−7.4% | Reduced |
| First Hawaiian Bank | 10,756 | $574.5K | 0.02% | +421+4.1% | Added |
| Moors & Cabot, Inc. | 10,684 | $570.7K | 0.03% | −7,795−42.2% | Reduced |
| Aptus Capital Advisors, LLC | 10,641 | $568.3K | 0.01% | +500+4.9% | Added |
| Asset Dedication, LLC | 10,602 | $566.2K | 0.04% | −285−2.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $559.7K | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,312 | $550.8K | 0.00% | +107+1.0% | Added |
| OmniStar Financial Group, Inc. | 10,216 | $545.6K | 0.49% | +594+6.2% | Added |
| GAMMA Investing LLC | 10,183 | $543.9K | 0.07% | +3,328+48.5% | Added |
| Horizon Investments, LLC | 10,141 | $541.6K | 0.01% | +155+1.6% | Added |
| National Asset Management, Inc. | 9,989 | $538.9K | 0.01% | +80+0.8% | Added |
| Gateway Investment Advisers LLC | 10,074 | $538.0K | 0.01% | −192,673−95.0% | Reduced |
| Cornerstone Advisors, LLC | 9,900 | $528.8K | 0.02% | −25,000−71.6% | Reduced |
| Argent Trust Co | 9,864 | $526.8K | 0.02% | +885+9.9% | Added |
| EverSource Wealth Advisors, LLC | 8,987 | $523.8K | 0.03% | +2,748+44.0% | Added |
| Apollon Wealth Management, LLC | 9,714 | $518.8K | 0.02% | −8,834−47.6% | Reduced |