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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 9,658 | $515.8K | 0.05% | +2,567+36.2% | Added |
| Financial Advocates Investment Management | 9,541 | $509.6K | 0.03% | +1,374+16.8% | Added |
| Larson Financial Group LLC | 9,459 | $505.2K | 0.03% | +6,232+193.1% | Added |
| Veriti Management LLC | 9,404 | $502.3K | 0.03% | +1,488+18.8% | Added |
| Cahill Financial Advisors Inc | 9,369 | $500.4K | 0.07% | −1,678−15.2% | Reduced |
| FineMark National Bank & Trust | 9,100 | $486.0K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,017 | $481.6K | 0.01% | +3,622+67.1% | Added |
| Old Port Advisors | 9,006 | $481.0K | 0.14% | +35+0.4% | Added |
| Midwest Professional Planners, LTD. | 8,909 | $475.8K | 0.16% | −745−7.7% | Reduced |
| STF Management LP | 8,862 | $473.3K | 0.20% | −358−3.9% | Reduced |
| American State Bank (Iowa) | 8,809 | $470.5K | 0.30% | −200−2.2% | Reduced |
| Concurrent Investment Advisors, LLC | 8,807 | $470.4K | 0.02% | +2,068+30.7% | Added |
| Coastline Trust Co | 8,755 | $467.6K | 0.05% | 00.0% | Unchanged |
| Aviva PLC | 8,747 | $467.2K | 0.00% | +393+4.7% | Added |
| Vident Advisory, LLC | 8,727 | $466.1K | 0.01% | −5,045−36.6% | Reduced |
| Merit Financial Group, LLC | 8,719 | $465.7K | 0.01% | +3,435+65.0% | Added |
| Kesler, Norman & Wride, LLC | 8,634 | $461.1K | 0.10% | −1,605−15.7% | Reduced |
| Kingsview Wealth Management, LLC | 8,616 | $460.2K | 0.01% | −2,145−19.9% | Reduced |
| Gsa Capital Partners LLP | 8,593 | $459.0K | 0.03% | +8,593 | New |
| Cascade Investment Group, Inc. | 8,580 | $458.3K | 0.36% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,559 | $457.1K | 0.03% | +1,935+29.2% | Added |
| Pearl River Capital, LLC | 8,538 | $456.0K | 0.07% | +8,538 | New |
| Central Trust Co | 8,477 | $452.8K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8,477 | $452.8K | 0.04% | −172−2.0% | Reduced |
| Nicollet Investment Management, Inc. | 8,415 | $449.0K | 0.17% | +2,951+54.0% | Added |
| nVerses Capital, LLC | 8,400 | $448.6K | 0.27% | +4,300+104.9% | Added |
| KCM Investment Advisors LLC | 8,309 | $443.8K | 0.02% | +900+12.1% | Added |
| Amarillo National Bank | 8,294 | $443.0K | 0.08% | −3,756−31.2% | Reduced |
| Fiduciary Alliance LLC | 8,307 | $441.9K | 0.07% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 8,272 | $441.8K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 8,246 | $440.4K | 0.01% | −578−6.6% | Reduced |
| Stephens Inc | 8,187 | $437.3K | 0.01% | +1,855+29.3% | Added |
| Insigneo Advisory Services, LLC | 7,533 | $436.8K | 0.05% | +553+7.9% | Added |
| Sequoia Financial Advisors, LLC | 8,102 | $432.7K | 0.01% | +2,209+37.5% | Added |
| Cohen Klingenstein LLC | 8,100 | $432.6K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,022 | $428.5K | 0.02% | +1,024+14.6% | Added |
| First National Bank & Trust Co of Newtown | 8,016 | $428.1K | 0.09% | −1,702−17.5% | Reduced |
| Atria Wealth Solutions, Inc. | 7,953 | $424.8K | 0.00% | −9,776−55.1% | Reduced |
| Parsons Capital Management Inc | 7,922 | $423.1K | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 7,899 | $421.9K | 0.05% | −1,500−16.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,868 | $420.3K | 0.18% | −716−8.3% | Reduced |
| Bradley Foster & Sargent Inc | 7,815 | $417.4K | 0.01% | −20.0% | Reduced |
| Laraway Financial Inc | 7,806 | $416.9K | 0.36% | +11+0.1% | Added |
| Modern Wealth Management, LLC | 7,783 | $415.7K | 0.03% | +380+5.1% | Added |
| Sym Financial Corp | 7,703 | $411.4K | 0.07% | +7,703 | New |
| Legacy Wealth Asset Management, LLC | 7,697 | $411.1K | 0.12% | +259+3.5% | Added |
| Trust Point Inc. | 7,683 | $410.4K | 0.03% | −545−6.6% | Reduced |
| SFMG, LLC | 7,675 | $409.9K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,643 | $408.2K | 0.03% | +1,184+18.3% | Added |
| Lido Advisors, LLC | 7,460 | $401.8K | 0.00% | −12,499−62.6% | Reduced |
| Venturi Wealth Management, LLC | 7,500 | $400.6K | 0.02% | +6,657+789.7% | Added |
| David Loasby | 7,593 | $399.3K | 0.04% | +1,231+19.3% | Added |
| Bank of Hawaii | 7,404 | $395.4K | 0.02% | −604−7.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,392 | $394.8K | 0.00% | +7,392 | New |
| Oak Thistle LLC | 7,371 | $393.7K | 0.29% | +7,371 | New |
| Aveo Capital Partners, LLC | 7,362 | $393.2K | 0.04% | −122−1.6% | Reduced |
| Spirit of America Management Corp | 7,350 | $392.6K | 0.08% | +650+9.7% | Added |
| Romano Brothers and Company | 7,262 | $387.9K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 7,260 | $387.8K | 0.03% | +882+13.8% | Added |
| Algert Global LLC | 7,243 | $386.8K | 0.01% | +7,243 | New |
| GTS Securities LLC | 7,225 | $385.9K | 0.01% | +2,357+48.4% | Added |
| Signaturefd, LLC | 7,169 | $382.9K | 0.01% | −3,177−30.7% | Reduced |
| Ballentine Partners, LLC | 7,130 | $380.8K | 0.01% | −6,337−47.1% | Reduced |
| CAPROCK Group, Inc. | 7,054 | $380.6K | 0.02% | +1,502+27.1% | Added |
| Arkadios Wealth Advisors | 7,107 | $379.6K | 0.03% | +7,107 | New |
| SNS Financial Group, LLC | 6,891 | $371.8K | 0.04% | +38+0.6% | Added |
| SC&H Financial Advisors, Inc. | 6,943 | $370.8K | 0.09% | −911−11.6% | Reduced |
| Independent Advisor Alliance | 6,936 | $370.5K | 0.01% | +1,423+25.8% | Added |
| Access Financial Services, Inc. | 6,866 | $366.7K | 0.17% | +6+0.1% | Added |
| Angeles Investment Advisors, LLC | 6,780 | $365.8K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,150 | $360.6K | 0.01% | −65−1.0% | Reduced |
| RDA Financial Network | 6,750 | $360.5K | 0.12% | +1,353+25.1% | Added |
| International Assets Investment Management, LLC | 6,724 | $359.1K | 0.03% | −1,552−18.8% | Reduced |
| Spire Wealth Management | 6,685 | $357.0K | 0.01% | +899+15.5% | Added |
| Wetherby Asset Management Inc | 6,680 | $356.8K | 0.02% | −315−4.5% | Reduced |
| Jefferies Financial Group Inc. | 6,675 | $356.5K | 0.01% | +6,675 | New |
| Townsend & Associates, Inc | 6,148 | $352.6K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 6,543 | $349.5K | 0.02% | +1,112+20.5% | Added |
| Longfellow Investment Management Co LLC | 6,491 | $346.7K | 0.09% | +44+0.7% | Added |
| Affiance Financial, LLC | 6,477 | $345.9K | 0.09% | −275−4.1% | Reduced |
| Sumitomo Life Insurance Co | 6,408 | $342.3K | 0.01% | −896−12.3% | Reduced |
| Everpar Advisors LLC | 6,319 | $337.5K | 0.17% | +6,319 | New |
| Safeguard Investment Advisory Group, LLC | 6,257 | $334.2K | 0.10% | +6,257 | New |
| Lantz Financial LLC | 6,254 | $334.0K | 0.10% | +2,277+57.3% | Added |
| Boston Private Wealth LLC | 6,222 | $332.3K | 0.01% | −950−13.2% | Reduced |
| Smartleaf Asset Management LLC | 6,164 | $331.9K | 0.05% | +56+0.9% | Added |
| V-Square Quantitative Management LLC | 6,192 | $330.7K | 0.05% | −702−10.2% | Reduced |
| Summit Financial, LLC | 6,116 | $330.0K | 0.02% | +1,190+24.2% | Added |
| Versor Investments LP | 6,177 | $329.9K | 0.06% | −16,241−72.4% | Reduced |
| Bremer Bank National Association | 6,140 | $327.9K | 0.06% | −14,197−69.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 6,103 | $326.0K | 0.04% | +576+10.4% | Added |
| Park Place Capital Corp | 6,074 | $324.4K | 0.10% | +680+12.6% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $323.1K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,039 | $322.5K | 0.04% | −2,300−27.6% | Reduced |
| Norden Group LLC | 6,035 | $322.3K | 0.07% | +6,035 | New |
| Integris Wealth Management, LLC | 6,000 | $320.5K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,988 | $319.8K | 0.09% | +5,988 | New |
| Intrua Financial, LLC | 5,979 | $319.3K | 0.05% | +1,577+35.8% | Added |
| Proequities, Inc. | 5,868 | $316.0K | 0.02% | +1,077+22.5% | Added |
| First Horizon Advisors, Inc. | 5,915 | $316.0K | 0.01% | +333+6.0% | Added |