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, Q3 2024
Institutional positions in Xcel Energy Inc as of Sep 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
- 1,033
- +69 vs. Q2 2024
- Shares held
- 454.8M
- +65.8M (+16.9%) vs. Q2 2024
- Total value
- $29.8B
- +$8.95B (+43.0%) vs. Q2 2024
- New holders
- 142
- 384 more added
- Sold out
- 73
- 342 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 72,878,986 | $4.76B | 0.09% | +652,633+0.9% | Added |
| BlackRock, Inc. | 46,096,769 | $3.01B | 0.06% | +46,096,769 | New |
| State Street Corp | 37,143,025 | $2.45B | 0.10% | +2,323,448+6.7% | Added |
| Price T Rowe Associates Inc | 20,473,532 | $1.34B | 0.15% | +7,685,638+60.1% | Added |
| JPMorgan Chase & Co | 18,268,955 | $1.19B | 0.10% | −1,783,415−8.9% | Reduced |
| Massachusetts Financial Services Co | 15,190,756 | $992.0M | 0.30% | +892,740+6.2% | Added |
| Geode Capital Management, LLC | 14,562,103 | $952.1M | 0.08% | +262,191+1.8% | Added |
| Bank of America Corp | 14,426,565 | $942.1M | 0.08% | +8,602,124+147.7% | Added |
| Aristotle Capital Management, LLC | 13,695,233 | $894.3M | 1.63% | +5,2450.0% | Added |
| Morgan Stanley | 6,963,493 | $454.7M | 0.03% | −542,385−7.2% | Reduced |
| Goldman Sachs Group Inc | 6,154,853 | $401.9M | 0.08% | −224,451−3.5% | Reduced |
| Wells Fargo & Company | 6,143,453 | $401.2M | 0.10% | −221,824−3.5% | Reduced |
| Victory Capital Management Inc | 5,488,784 | $358.4M | 0.35% | −2,098,779−27.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 5,483,686 | $358.1M | 1.17% | +5,483,686 | New |
| Invesco Ltd. | 5,174,305 | $337.9M | 0.07% | +176,198+3.5% | Added |
| Legal & General Group Plc | 5,102,983 | $333.2M | 0.09% | −150,127−2.9% | Reduced |
| Northern Trust Corp | 5,077,629 | $331.6M | 0.05% | −254,183−4.8% | Reduced |
| Franklin Resources Inc | 4,884,735 | $307.8M | 0.09% | −80,596−1.6% | Reduced |
| American Century Companies Inc | 3,776,609 | $246.6M | 0.14% | +1,692,264+81.2% | Added |
| Bank of New York Mellon Corp | 3,765,473 | $245.9M | 0.05% | −12,564−0.3% | Reduced |
| Magellan Asset Management Ltd | 3,753,409 | $245.1M | 2.44% | +296,205+8.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,750,107 | $244.9M | 0.56% | +294,824+8.5% | Added |
| Nordea Investment Management AB | 3,513,617 | $228.8M | 0.26% | +165,889+5.0% | Added |
| Charles Schwab Investment Management Inc | 3,417,615 | $223.2M | 0.04% | +67,820+2.0% | Added |
| Capital Research Global Investors | 3,384,975 | $221.0M | 0.05% | +3,234+0.1% | Added |
| AQR Capital Management LLC | 3,180,081 | $206.5M | 0.29% | +1,537,597+93.6% | Added |
| FMR LLC | 3,026,608 | $197.6M | 0.01% | −510,783−14.4% | Reduced |
| Royal Bank of Canada | 2,929,385 | $191.3M | 0.04% | +226,845+8.4% | Added |
| California Public Employees Retirement System | 2,765,190 | $180.6M | 0.13% | −132,427−4.6% | Reduced |
| Federated Hermes, Inc. | 2,601,115 | $169.9M | 0.37% | +221,500+9.3% | Added |
| Principal Financial Group Inc | 2,512,582 | $164.1M | 0.09% | −22,726−0.9% | Reduced |
| Brookfield Asset Management Inc. | 2,509,031 | $163.8M | 0.93% | +2,104,405+520.1% | Added |
| Nuveen Asset Management, LLC | 2,184,807 | $154.6M | 0.04% | −217,800−9.1% | Reduced |
| Deutsche Bank AG | 2,342,243 | $152.9M | 0.06% | +1,188,903+103.1% | Added |
| Ameriprise Financial Inc | 2,296,225 | $150.0M | 0.04% | +541,224+30.8% | Added |
| UBS Asset Management Americas Inc | 2,244,375 | $146.6M | 0.04% | −425,341−15.9% | Reduced |
| UBS Group AG | 2,222,490 | $145.1M | 0.04% | +590,137+36.2% | Added |
| First Trust Advisors LP | 2,141,790 | $139.9M | 0.13% | −219,240−9.3% | Reduced |
| Russell Investments Group, Ltd. | 2,050,706 | $133.9M | 0.19% | +104,863+5.4% | Added |
| Duff & Phelps Investment Management Co | 1,976,451 | $129.1M | 1.48% | 00.0% | Unchanged |
| Amundi | 1,905,867 | $119.9M | 0.04% | +441,517+30.2% | Added |
| Dimensional Fund Advisors LP | 1,836,043 | $119.9M | 0.03% | −18,290−1.0% | Reduced |
| Prudential Financial Inc | 1,704,481 | $111.3M | 0.16% | +727,151+74.4% | Added |
| Macquarie Group Ltd | 1,691,347 | $110.4M | 0.12% | −59,492−3.4% | Reduced |
| Jennison Associates LLC | 1,685,487 | $110.1M | 0.07% | +342,592+25.5% | Added |
| Swiss National Bank | 1,649,100 | $107.7M | 0.07% | +4,500+0.3% | Added |
| ExodusPoint Capital Management, LP | 1,469,978 | $96.0M | 0.99% | +571,565+63.6% | Added |
| Pictet Asset Management Holding SA | 1,448,926 | $94.6M | 0.10% | −2,695−0.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,446,340 | $94.4M | 0.07% | −51,490−3.4% | Reduced |
| Cbre Clarion Securities LLC | 1,419,661 | $92.7M | 1.47% | +321,475+29.3% | Added |
| National Pension Service | 1,371,098 | $89.5M | 0.09% | +25,655+1.9% | Added |
| Allianz Asset Management GmbH | 1,352,424 | $88.3M | 0.14% | +515,894+61.7% | Added |
| International Assets Investment Management, LLC | 506,488 | $86.6M | 0.40% | +499,764+7,432.5% | Added |
| Envestnet Asset Management Inc | 1,298,292 | $84.8M | 0.03% | +27,677+2.2% | Added |
| LPL Financial LLC | 1,285,379 | $83.9M | 0.04% | +13,885+1.1% | Added |
| Stifel Financial Corp | 1,265,658 | $82.6M | 0.09% | +202,389+19.0% | Added |
| Barclays PLC | 1,262,786 | $82.5M | 0.04% | −461,255−26.8% | Reduced |
| ProShare Advisors LLC | 1,244,080 | $81.2M | 0.20% | +659,466+112.8% | Added |
| National Bank of Canada | 1,236,933 | $80.8M | 0.11% | −298,038−19.4% | Reduced |
| Canada Pension Plan Investment Board | 1,236,683 | $80.8M | 0.08% | +50,098+4.2% | Added |
| Brandywine Global Investment Management, LLC | 1,279,421 | $80.6M | 0.54% | +301,006+30.8% | Added |
| HSBC Holdings PLC | 1,228,907 | $80.2M | 0.05% | −11,914−1.0% | Reduced |
| SEI Investments Co | 1,202,937 | $78.6M | 0.10% | +294,549+32.4% | Added |
| Raymond James & Associates | 1,078,988 | $70.5M | 0.04% | −24,821−2.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,058,303 | $69.1M | 0.44% | −57,191−5.1% | Reduced |
| Millennium Management LLC | 1,043,352 | $68.1M | 0.06% | −3,247,591−75.7% | Reduced |
| Worldquant Millennium Advisors LLC | 1,033,255 | $67.5M | 0.49% | +67,531+7.0% | Added |
| BNP Paribas Arbitrage, SA | 1,004,714 | $65.6M | 0.06% | −732,334−42.2% | Reduced |
| Merewether Investment Management, LP | 984,700 | $64.3M | 2.96% | +984,700 | New |
| Rhumbline Advisers | 964,845 | $63.0M | 0.06% | −23,126−2.3% | Reduced |
| Bank of Montreal | 929,569 | $60.0M | 0.03% | −224,007−19.4% | Reduced |
| Qube Research & Technologies Ltd | 866,407 | $56.6M | 0.10% | −1,710,084−66.4% | Reduced |
| Regions Financial Corp | 852,409 | $55.7M | 0.40% | +2,156+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 848,993 | $55.4M | 0.06% | +66,334+8.5% | Added |
| Assenagon Asset Management S.A. | 844,144 | $55.1M | 0.11% | +317,938+60.4% | Added |
| Janus Henderson Group PLC | 839,146 | $54.8M | 0.03% | +777,696+1,265.6% | Added |
| Citigroup Inc | 833,007 | $54.4M | 0.05% | −328,275−28.3% | Reduced |
| Electron Capital Partners, LLC | 809,362 | $52.9M | 2.54% | +809,362 | New |
| Energy Income Partners, LLC | 793,626 | $51.8M | 1.11% | −138,691−14.9% | Reduced |
| Alliancebernstein L.P. | 716,939 | $46.8M | 0.02% | −7,559−1.0% | Reduced |
| LSP Investment Advisors, LLC | 702,000 | $45.8M | 24.69% | 00.0% | Unchanged |
| California State Teachers Retirement System | 691,029 | $45.1M | 0.05% | −41,245−5.6% | Reduced |
| Vaughan David Investments LLC | 680,230 | $44.4M | 1.02% | +10,189+1.5% | Added |
| Thrivent Financial for Lutherans | 654,943 | $42.8M | 0.08% | −7,999−1.2% | Reduced |
| Point72 Asset Management, L.P. | 637,376 | $41.6M | 0.14% | +637,376 | New |
| Korea Investment CORP | 621,171 | $40.6M | 0.10% | −123,866−16.6% | Reduced |
| State Board of Administration of Florida Retirement System | 597,526 | $39.0M | 0.07% | −16,630−2.7% | Reduced |
| Manufacturers Life Insurance Company, The | 558,848 | $36.5M | 0.03% | +11,975+2.2% | Added |
| Gabelli Funds LLC | 544,416 | $35.6M | 0.26% | −3,800−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 525,542 | $34.3M | 0.06% | −7,400−1.4% | Reduced |
| Old Republic International Corporation | 515,600 | $33.7M | 1.26% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 509,721 | $33.3M | 0.08% | −298,657−36.9% | Reduced |
| New York State Teachers Retirement System | 494,060 | $32.3M | 0.07% | −30,660−5.8% | Reduced |
| Anchor Capital Advisors LLC | 467,740 | $30.5M | 0.81% | −15,597−3.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 392,870 | $25.7M | 0.06% | −2,995−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 386,662 | $25.2M | 0.05% | +40,308+11.6% | Added |
| Treasurer of the State of North Carolina | 376,325 | $24.6M | 0.10% | +1,582+0.4% | Added |
| Hudson Bay Capital Management LP | 370,582 | $24.2M | 0.17% | +370,582 | New |
| Mairs & Power Inc | 369,970 | $24.2M | 0.23% | +10,214+2.8% | Added |
| State of Wisconsin Investment Board | 367,521 | $24.0M | 0.06% | +51,068+16.1% | Added |