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Livermore
Livermore
ZHEN

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

Q3 2024 vs. Q2 2024

How the institutions holding Xcel Energy Inc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of XEL: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders974101,033+69
Shares435.2M46.2M454.8M+65.8M (+16.9%)
Value$23.3B$2.47B$29.8B+$8.95B (+43.0%)

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (142)

Institutions that held Xcel Energy Inc at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 142 by value.

Institutions new to XEL in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.46,096,769$3.01B0.06%
Barrow Hanley Mewhinney & Strauss LLC5,483,686$358.1M1.17%
Merewether Investment Management, LP984,700$64.3M2.96%
Electron Capital Partners, LLC809,362$52.9M2.54%
Point72 Asset Management, L.P.637,376$41.6M0.14%
Hudson Bay Capital Management LP370,582$24.2M0.17%
Beck Bode, LLC233,427$15.2M2.87%
Wedge Capital Management L L P218,716$14.3M0.25%
Blue Chip Partners, Inc.198,596$13.0M1.13%
SIR Capital Management, L.P.179,500$11.7M1.14%
Nomura Holdings Inc69,039$4.51M0.03%
MUFG Securities EMEA plc68,000$4.44M0.18%
T. Rowe Price Investment Management, Inc.38,773$2.53M0.00%
Shell Asset Management Co34,186$2.23M0.10%
DRW Securities, LLC26,068$1.70M0.09%
Dean Capital Management22,998$1.50M0.64%
B. Metzler seel. Sohn & Co. Holding AG21,635$1.41M0.01%
Sterling Capital Management LLC21,338$1.39M0.02%
Edgestream Partners, L.P.18,670$1.22M0.05%
Bryn Mawr Trust Co17,217$1.12M0.02%
Atlanta Consulting Group Advisors, LLC17,208$1.12M0.28%
XTX Topco Ltd16,540$1.08M0.08%
Howard Capital Management Inc.16,308$1.06M0.02%
Crestline Management, LP16,000$1.04M0.06%
Deerfield Management Company, L.P. (Series C)14,782$965.3K0.01%
Finer Wealth Management, Inc.10,942$714.5K0.44%
Fosun International Ltd10,731$700.7K0.23%
Point72 Hong Kong Ltd9,912$647.2K0.05%
CWA Asset Management Group, LLC9,722$634.8K0.03%
Hodges Capital Management Inc.9,395$613.5K0.04%
Copley Financial Group, Inc.8,144$531.8K0.48%
U.S. Capital Wealth Advisors, LLC7,446$486.2K0.02%
Banque Cantonale Vaudoise7,076$462.0K0.02%
Tectonic Advisors LLC6,775$442.4K0.03%
Zacks Investment Management6,382$416.7K0.00%
Altfest L J & Co Inc6,371$416.0K0.06%
Capital Management Associates, Inc5,844$381.6K0.16%
Dark Forest Capital Management LP5,796$378.5K0.05%
Perigon Wealth Management, LLC5,706$372.6K0.01%
AlphaStar Capital Management, LLC5,465$356.8K0.03%
Vise Technologies, Inc.5,435$354.9K0.05%
Prosperity Consulting Group, LLC5,376$351.1K0.03%
Vantage Financial Partners, LLC5,188$338.8K0.08%
Ariadne Wealth Management, LP5,108$338.1K0.18%
Argent Financial Group, Inc.5,093$332.6K0.04%
Buckingham Strategic Partners5,070$331.1K0.01%
Sherbrooke Park Advisers LLC4,990$325.8K0.07%
Paradigm Financial Partners, LLC4,715$323.7K0.05%
Ascent Group, LLC4,946$323.0K0.02%
Aviance Capital Partners, LLC4,913$320.8K0.04%
LVW Advisors, LLC4,680$305.6K0.04%
Net Worth Advisory Group4,603$300.5K0.09%
StoneX Group Inc.4,196$274.4K0.02%
Horizon Investment Services, LLC4,046$264.2K0.11%
We Are One Seven, LLC3,987$260.4K0.01%
Patrick M Sweeney & Associates, Inc3,895$254.3K0.19%
Sound View Wealth Advisors Group, LLC3,873$252.9K0.02%
CX Institutional3,846$251.2K0.01%
FDx Advisors, Inc.3,752$245.0K0.07%
Pitcairn Co3,721$243.0K0.01%
Accel Wealth Management3,689$240.9K0.09%
Oversea-Chinese Banking CORP Ltd3,662$239.1K0.01%
NewEdge Wealth, LLC3,661$239.1K0.00%
Obermeyer Wood Investment Counsel, LLLP3,657$238.8K0.01%
Fortis Group Advisors, LLC3,648$238.2K0.04%
Wesbanco Bank Inc3,609$235.7K0.01%
CoreFirst Bank & Trust3,559$232.4K0.13%
Brass Tax Wealth Management, Inc3,540$231.2K0.05%
Hilltop Holdings Inc.3,525$230.1K0.02%
WESPAC Advisors, LLC3,519$229.8K0.17%
Stanley-Laman Group, Ltd.3,497$228.4K0.03%
Ossiam3,495$228.2K0.00%
GenTrust, LLC3,447$227.0K0.01%
Picton Mahoney Asset Management3,464$226.0K0.01%
Perpetual Ltd3,450$225.3K0.00%
HTLF Bank3,447$225.1K0.02%
Capital Performance Advisors LLP3,429$223.9K0.07%
LCM Capital Management Inc3,426$223.7K0.13%
Essex Financial Services, Inc.3,494$222.5K0.02%
First National Bank Sioux Falls3,404$222.3K0.10%
Syon Capital LLC3,403$222.2K0.02%
Marcum Wealth, LLC3,386$221.1K0.02%
GeoWealth Management, LLC3,372$220.2K0.01%
Windsor Capital Management, LLC3,353$219.0K0.06%
Boston Trust Walden Corp3,347$218.6K0.00%
Howe & Rusling Inc3,336$217.8K0.02%
Knollwood Investment Advisory, LLC3,323$217.0K0.02%
Symphony Financial, Ltd. Co.3,354$216.6K0.04%
USAdvisors Wealth Management, LLC3,360$216.0K0.08%
Catalina Capital Group, LLC3,297$215.3K0.07%
First Heartland Consultants, Inc.3,290$215.0K0.02%
Kowal Investment Group, LLC3,292$214.9K0.04%
First Business Financial Services, Inc.3,277$214.0K0.02%
Cary Street Partner Investment Advisory LLC3,248$212.1K0.01%
Fidelis Capital Partners, LLC3,296$212.0K0.03%
Gotham Asset Management, LLC3,240$211.6K0.00%
Phillips Wealth Planners LLC3,300$211.2K0.20%
Centric Wealth Management3,150$209.4K0.06%
Concord Asset Management, LLC3,201$209.0K0.05%
Kennedy Capital Management, Inc.3,190$208.3K0.00%

Sold out (73)

Institutions that held Xcel Energy Inc at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of XEL in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Voloridge Investment Management, LLC751,980$40.2M
APG Asset Management N.V.537,717$26.8M
Connor, Clark & Lunn Investment Management Ltd.355,460$19.0M
Twinbeech Capital LP346,035$18.5M
Jupiter Asset Management Ltd189,186$10.1M
Pinebridge Investments, L.P.171,691$9.17M
Quantbot Technologies LP115,369$6.16M
Capital Fund Management S.A.89,968$4.81M
Decade Renewable Partners LP57,700$3.08M
Qsemble Capital Management, LP47,349$2.53M
Y-Intercept (Hong Kong) Ltd43,085$2.30M
Wexford Capital LP36,236$1.94M
Stevens Capital Management LP34,287$1.83M
Inceptionr LLC33,758$1.80M
Van Hulzen Asset Management, LLC26,698$1.43M
SCP Investment, LP26,600$1.42M
FORA Capital, LLC26,089$1.39M
Fox Run Management, L.L.C.25,808$1.38M
Simplicity Wealth,LLC22,999$1.23M
OV Management LLC22,500$1.20M
Aquatic Capital Management LLC21,200$1.13M
Paloma Partners Management Co20,109$1.07M
Hartree Partners, LP20,000$1.07M
Centiva Capital, LP17,771$949.1K
Occudo Quantitative Strategies LP17,655$943.0K
Lockheed Martin Investment Management Co16,500$881.3K
Sowell Financial Services LLC15,877$857.0K
Petrus Trust Company, LTA15,541$830.0K
Quadrature Capital Ltd14,904$796.3K
Axq Capital, LP13,320$711.4K
Campbell & CO Investment Adviser LLC11,593$619.2K
Foundations Investment Advisors, LLC11,258$601.3K
OmniStar Financial Group, Inc.10,216$545.6K
Kesler, Norman & Wride, LLC8,634$461.1K
Pearl River Capital, LLC8,538$456.0K
Two Sigma Securities, LLC8,022$428.5K
PFG Investments, LLC7,643$408.2K
Oak Thistle LLC7,371$393.7K
Jefferies Financial Group Inc.6,675$356.5K
Boston Private Wealth LLC6,222$332.3K
Versor Investments LP6,177$329.9K
Ground Swell Capital, LLC5,828$311.3K
Seven Eight Capital, LP5,052$269.8K
Quantum Financial Advisors, LLC4,937$263.7K
Strategy Asset Managers LLC4,076$253.4K
Warwick Investment Management, Inc.4,711$251.6K
Gateway Wealth Partners, LLC4,413$235.7K
Mutual Advisors, LLC3,955$228.2K
Destination Wealth Management4,124$220.3K
Alpha Cubed Investments, LLC3,889$207.7K
Wealthspire Advisors, LLC3,830$204.6K
Maven Securities LTD3,820$204.0K
Caption Management, LLC3,500$186.9K
Group One Trading, L.P.3,411$182.2K
Family Firm, Inc.2,025$108.2K
Scarborough Advisors, LLC2,018$107.8K
Beaird Harris Wealth Management, LLC964$51.5K
American National Bank595$31.8K
Pinnacle Financial Partners Inc500$26.9K
Wetzel Investment Advisors, Inc.287$15.4K
Tyler-Stone Wealth Management250$13.4K
Register Financial Advisors LLC206$11.0K
NFJ Investment Group, LLC183$9.77K
Opal Wealth Advisors, LLC173$9.24K
Kelly Financial Services LLC170$9.09K
EdgeRock Capital LLC96$5.13K
Redwood Wealth Management Group, LLC93$4.97K
Hazlett, Burt & Watson, Inc.68$4.00K
Clear Street Markets LLC73$4.00K
WealthCollab, LLC73$3.90K
Tortoise Investment Management, LLC44$2.35K
Unique Wealth Strategies, LLC25$1.34K
HHM Wealth Advisors, LLC16$855

Not filed for Q3 2024 yet (10)

Institutions that held Xcel Energy Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XEL in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.45,853,548$2.45B
Susquehanna Fundamental Investments, LLC289,737$15.5M
Buckingham Strategic Wealth, LLC21,354$1.14M
Benjamin F. Edwards & Company, Inc.15,579$832.0K
Heritage Trust Co5,093$272.0K
Abbrea Capital, LLC4,181$226.0K
Institutional & Family Asset Management, LLC2,951$157.6K
ICA Group Wealth Management, LLC1,019$54.4K
Emfo, LLC745$39.8K
JJJ Advisors Inc.432$23.1K