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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,228 | $65.6K | 0.00% | −127−9.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $65.0K | 0.03% | −460−27.3% | Reduced |
| Vista Private Wealth Partners. LLC | 1,179 | $63.0K | 0.03% | +1,179 | New |
| Winch Advisory Services, LLC | 1,173 | $62.6K | 0.02% | +12+1.0% | Added |
| Capital Advisors, Ltd. LLC | 1,145 | $61.0K | 0.01% | +447+64.0% | Added |
| Ostrum Asset Management | 1,133 | $60.5K | 0.01% | −6,376−84.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $57.7K | 0.01% | −193−15.3% | Reduced |
| Burkett Financial Services, LLC | 1,069 | $57.1K | 0.03% | +10+0.9% | Added |
| BFSG, LLC | 1,055 | $56.3K | 0.01% | +100+10.5% | Added |
| North Star Investment Management Corp. | 1,038 | $55.4K | 0.00% | −47−4.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,030 | $55.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,019 | $54.4K | 0.03% | −10,355−91.0% | Reduced |
| Parkside Financial Bank & Trust | 1,002 | $53.5K | 0.01% | −686−40.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 964 | $51.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 962 | $51.4K | 0.01% | −640−40.0% | Reduced |
| Insight Financial Services | 956 | $51.1K | 0.04% | 00.0% | Unchanged |
| Centennial Bank | 947 | $50.6K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 964 | $50.5K | 0.03% | −54−5.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 929 | $50.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 936 | $50.0K | 0.02% | +164+21.2% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $48.2K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 887 | $47.9K | 0.00% | +825+1,330.6% | Added |
| Caldwell Trust Co | 884 | $47.2K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $46.4K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $42.7K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 800 | $42.7K | 0.00% | +800 | New |
| Voisard Asset Management Group, Inc. | 800 | $42.7K | 0.02% | +800 | New |
| CoreCap Advisors, LLC | 797 | $42.6K | 0.00% | −49−5.8% | Reduced |
| Planning Capital Management Corp | 784 | $41.9K | 0.03% | −579−42.5% | Reduced |
| Creative Financial Designs Inc | 773 | $41.3K | 0.00% | +7+0.9% | Added |
| Strengthening Families & Communities, LLC | 767 | $41.0K | 0.01% | +71+10.2% | Added |
| Versant Capital Management, Inc | 767 | $41.0K | 0.01% | −121−13.6% | Reduced |
| Emfo, LLC | 745 | $39.8K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 702 | $37.5K | 0.02% | +702 | New |
| McIlrath & Eck, LLC | 697 | $37.2K | 0.01% | +7+1.0% | Added |
| LGT Financial Advisors LLC | 686 | $36.7K | 0.08% | −1,188−63.4% | Reduced |
| Rothschild Investment LLC | 685 | $36.6K | 0.00% | −43−5.9% | Reduced |
| SOA Wealth Advisors, LLC. | 676 | $36.1K | 0.01% | −546−44.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 685 | $36.0K | 0.01% | +55+8.7% | Added |
| Lowe Wealth Advisors, LLC | 658 | $35.1K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 652 | $34.8K | 0.00% | +652 | New |
| Prestige Wealth Management Group LLC | 639 | $34.5K | 0.01% | −275−30.1% | Reduced |
| Bell Investment Advisors, Inc | 624 | $33.3K | 0.01% | −103−14.2% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $32.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 606 | $32.0K | 0.01% | +1+0.2% | Added |
| American National Bank | 595 | $31.8K | 0.00% | +595 | New |
| Whittier Trust Co of Nevada Inc | 584 | $31.2K | 0.00% | −1,076−64.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $31.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $30.7K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 571 | $30.5K | 0.01% | −2,280−80.0% | Reduced |
| Adirondack Trust Co | 562 | $30.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 557 | $29.7K | 0.01% | +557 | New |
| Catalyst Capital Advisors LLC | 538 | $28.7K | 0.00% | +13+2.5% | Added |
| Addison Advisors LLC | 533 | $28.5K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $28.1K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 505 | $27.0K | 0.02% | +5+1.0% | Added |
| Pinnacle Financial Partners Inc | 500 | $26.9K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $26.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $26.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 495 | $26.4K | 0.01% | +1+0.2% | Added |
| Gs Investments, Inc. | 494 | $26.4K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 494 | $26.4K | 0.00% | +494 | New |
| Westside Investment Management, Inc. | 492 | $26.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 485 | $26.0K | 0.02% | −831−63.1% | Reduced |
| Capital Analysts, LLC | 466 | $25.0K | 0.00% | +82+21.4% | Added |
| Bruce G. Allen Investments, LLC | 465 | $24.8K | 0.02% | −202−30.3% | Reduced |
| Tidemark, LLC | 465 | $24.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 452 | $24.1K | 0.00% | +395+693.0% | Added |
| Strategic Investment Solutions, Inc. | 400 | $23.3K | 0.01% | +400 | New |
| JJJ Advisors Inc. | 432 | $23.1K | 0.00% | −189−30.4% | Reduced |
| Canopy Partners, LLC | 422 | $22.5K | 0.01% | −87−17.1% | Reduced |
| Aspire Private Capital, LLC | 411 | $22.0K | 0.01% | +175+74.2% | Added |
| Tanglewood Legacy Advisors, LLC | 410 | $21.9K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 407 | $21.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $21.4K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 396 | $21.2K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 375 | $20.0K | 0.01% | +375 | New |
| Armstrong Advisory Group, Inc | 356 | $19.0K | 0.00% | −24−6.3% | Reduced |
| Pin Oak Investment Advisors Inc | 353 | $19.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 329 | $18.0K | 0.00% | +103+45.6% | Added |
| Webster Bank, N. A. | 325 | $17.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 323 | $17.3K | 0.01% | −150−31.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 314 | $16.8K | 0.01% | +314 | New |
| Glen Eagle Advisors, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 287 | $15.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $15.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 287 | $15.1K | 0.00% | +214+293.2% | Added |
| Fairscale Capital, LLC | 277 | $14.9K | 0.01% | +277 | New |
| Country Trust Bank | 276 | $14.7K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 270 | $14.4K | 0.00% | +3+1.1% | Added |
| Gables Capital Management Inc. | 264 | $14.1K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 250 | $13.4K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $13.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 247 | $13.2K | 0.01% | +37+17.6% | Added |
| Valley National Advisers Inc | 250 | $13.0K | 0.00% | −70−21.9% | Reduced |
| Nemes Rush Group LLC | 237 | $12.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $12.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 233 | $12.4K | 0.00% | −5−2.1% | Reduced |
| Laurel Wealth Advisors LLC | 230 | $12.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $12.3K | 0.00% | 00.0% | Unchanged |