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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 3,973 | $212.2K | 0.02% | +3,973 | New |
| Mount Yale Investment Advisors, LLC | 3,965 | $211.8K | 0.02% | +3,965 | New |
| SRS Capital Advisors, Inc. | 3,951 | $211.0K | 0.02% | +576+17.1% | Added |
| Kure Advisory, LLC | 3,946 | $210.8K | 0.17% | −57−1.4% | Reduced |
| Headinvest, LLC | 3,942 | $210.5K | 0.04% | −825−17.3% | Reduced |
| Invesco, LLC | 3,936 | $210.2K | 0.09% | −208−5.0% | Reduced |
| Paragon Capital Management LLC | 3,931 | $210.0K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,911 | $208.9K | 0.05% | −1,537−28.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,867 | $208.6K | 0.01% | −272−6.6% | Reduced |
| Conning Inc. | 3,905 | $208.6K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,896 | $208.1K | 0.04% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,888 | $208.0K | 0.05% | −1,299−25.0% | Reduced |
| Alpha Cubed Investments, LLC | 3,889 | $207.7K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,881 | $207.0K | 0.01% | −14,607−79.0% | Reduced |
| RNC Capital Management LLC | 3,863 | $206.3K | 0.01% | +10+0.3% | Added |
| Chesley Taft & Associates LLC | 3,851 | $205.7K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,830 | $204.6K | 0.00% | +3,830 | New |
| Carlson Capital Management | 3,826 | $204.3K | 0.01% | −144−3.6% | Reduced |
| Lazari Capital Management, Inc. | 3,825 | $204.3K | 0.09% | +9+0.2% | Added |
| TCG Advisory Services, LLC | 3,823 | $204.2K | 0.01% | −43−1.1% | Reduced |
| Maven Securities LTD | 3,820 | $204.0K | 0.03% | +3,820 | New |
| Advisory Alpha, LLC | 3,813 | $203.7K | 0.01% | +3,813 | New |
| Planning Center, Inc. | 3,805 | $203.2K | 0.03% | −10.0% | Reduced |
| Moneta Group Investment Advisors LLC | 3,799 | $202.9K | 0.00% | +3,799 | New |
| Austin Private Wealth, LLC | 3,791 | $202.5K | 0.02% | +2+0.1% | Added |
| Sunpointe, LLC | 3,752 | $202.4K | 0.13% | +3,752 | New |
| Williams Jones Wealth Management, LLC. | 3,775 | $201.6K | 0.00% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 3,761 | $200.9K | 0.01% | −109−2.8% | Reduced |
| Scissortail Wealth Management, LLC | 3,749 | $200.2K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,695 | $197.3K | 0.03% | −267−6.7% | Reduced |
| Broadwater Capital Management LLC | 3,600 | $192.3K | 0.15% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,550 | $189.6K | 0.01% | −1,259−26.2% | Reduced |
| Caption Management, LLC | 3,500 | $186.9K | 0.02% | −11,000−75.9% | Reduced |
| Ancora Advisors, LLC | 3,444 | $183.9K | 0.00% | +2,484+258.8% | Added |
| Group One Trading, L.P. | 3,411 | $182.2K | 0.01% | −23,849−87.5% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $181.6K | 0.08% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 3,341 | $179.7K | 0.03% | +837+33.4% | Added |
| Ashton Thomas Private Wealth, LLC | 3,246 | $173.4K | 0.01% | −1,258−27.9% | Reduced |
| Meeder Asset Management Inc | 3,163 | $168.9K | 0.01% | −30,342−90.6% | Reduced |
| Parallel Advisors, LLC | 3,141 | $167.8K | 0.00% | −1,179−27.3% | Reduced |
| Institutional & Family Asset Management, LLC | 2,951 | $157.6K | 0.02% | −456−13.4% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $155.2K | 0.04% | 00.0% | Unchanged |
| Trust Co | 2,882 | $153.9K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,867 | $153.1K | 0.02% | +2,814+5,309.4% | Added |
| Umb Bank N A | 2,831 | $151.2K | 0.00% | +488+20.8% | Added |
| Lindbrook Capital, LLC | 2,785 | $148.7K | 0.01% | +303+12.2% | Added |
| Brown Brothers Harriman & Co | 2,745 | $146.6K | 0.00% | −163−5.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,674 | $142.8K | 0.04% | −527−16.5% | Reduced |
| Hilltop National Bank | 2,554 | $136.4K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,546 | $136.0K | 0.03% | 00.0% | Unchanged |
| Motco | 2,517 | $134.4K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 2,500 | $133.5K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,489 | $132.9K | 0.06% | −95−3.7% | Reduced |
| Quadrant Capital Group LLC | 2,476 | $132.2K | 0.01% | −2,939−54.3% | Reduced |
| Sunbelt Securities, Inc. | 2,475 | $132.2K | 0.01% | +1,275+106.3% | Added |
| JNBA Financial Advisors | 2,458 | $131.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,401 | $128.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,378 | $127.8K | 0.00% | +355+17.5% | Added |
| Quarry LP | 2,382 | $127.2K | 0.05% | +2,382 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $126.9K | 0.05% | 00.0% | Unchanged |
| Riverview Trust Co | 2,333 | $124.6K | 0.12% | 00.0% | Unchanged |
| Washington Trust Co | 2,331 | $124.5K | 0.00% | −52−2.2% | Reduced |
| HM Payson & Co | 2,324 | $124.1K | 0.00% | +577+33.0% | Added |
| Colonial Trust Co | 2,311 | $123.4K | 0.02% | −43−1.8% | Reduced |
| Marquette Asset Management, LLC | 2,300 | $122.8K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,289 | $122.3K | 0.06% | +2,289 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $120.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,230 | $119.1K | 0.00% | −411−15.6% | Reduced |
| Sound Income Strategies, LLC | 2,188 | $116.9K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,145 | $114.6K | 0.01% | +94+4.6% | Added |
| Leonteq Securities AG | 2,097 | $112.0K | 0.02% | +1,172+126.7% | Added |
| Financial Perspectives, Inc | 2,046 | $109.3K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,028 | $108.3K | 0.09% | −75−3.6% | Reduced |
| Family Firm, Inc. | 2,025 | $108.2K | 0.02% | +2,025 | New |
| Scarborough Advisors, LLC | 2,018 | $107.8K | 0.04% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,824 | $98.4K | 0.06% | +1,824 | New |
| Eagle Bay Advisors LLC | 1,795 | $96.9K | 0.06% | +1,705+1,894.4% | Added |
| First Community Trust NA | 1,800 | $96.1K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,765 | $95.2K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,771 | $95.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,760 | $94.0K | 0.04% | +730+70.9% | Added |
| Colonial Trust Advisors | 1,745 | $93.2K | 0.01% | +248+16.6% | Added |
| Stephenson National Bank & Trust | 1,713 | $91.5K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,624 | $87.0K | 0.02% | +55+3.5% | Added |
| Bank of New Hampshire | 1,629 | $87.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,629 | $87.0K | 0.03% | +44+2.8% | Added |
| Riggs Asset Managment Co. Inc. | 1,578 | $84.3K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,552 | $82.9K | 0.00% | +492+46.4% | Added |
| Hexagon Capital Partners LLC | 1,542 | $82.4K | 0.02% | −36−2.3% | Reduced |
| Peoples Bank | 1,531 | $81.8K | 0.06% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,513 | $80.8K | 0.03% | −175−10.4% | Reduced |
| Alta Advisers Ltd | 1,500 | $80.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,497 | $80.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,459 | $78.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,422 | $75.9K | 0.01% | +130+10.1% | Added |
| Bartlett & Co. Wealth Management LLC | 1,341 | $72.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,316 | $70.3K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $68.2K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,263 | $67.1K | 0.00% | 00.0% | Unchanged |