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 |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| West Branch Capital LLC | 1 | $42 | 0.00% | +1 | New |
| Citadel Advisors LLC | 1 | $65 | 0.00% | −448,328−100.0% | Reduced |
| Mendota Financial Group, LLC | 1 | $66 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 5 | $326 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $522 | 0.00% | −100−92.6% | Reduced |
| Highline Wealth Partners LLC | 8 | $522 | 0.00% | +8 | New |
| Quest Partners LLC | 9 | $588 | 0.00% | −37,405−100.0% | Reduced |
| NVWM, LLC | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 10 | $653 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 12 | $784 | 0.00% | −3−20.0% | Reduced |
| West Paces Advisors Inc. | 13 | $849 | 0.00% | −6−31.6% | Reduced |
| JDM Financial Group LLC | 13 | $849 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $1.18K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 23 | $1.23K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $1.83K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $1.89K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.15K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 39 | $2.55K | 0.00% | +39 | New |
| Oakworth Capital, Inc. | 40 | $2.61K | 0.00% | −81−66.9% | Reduced |
| Cornerstone Planning Group LLC | 41 | $2.62K | 0.00% | +10+32.3% | Added |
| Pacifica Partners Inc. | 45 | $2.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $3.00K | 0.00% | +3+6.7% | Added |
| Anchor Investment Management, LLC | 48 | $3.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $3.72K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $3.72K | 0.00% | +41+256.3% | Added |
| Jamison Private Wealth Management, Inc. | 65 | $4.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $4.38K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 72 | $4.70K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $4.90K | 0.00% | −58−43.6% | Reduced |
| Central Pacific Bank - Trust Division | 76 | $4.96K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 77 | $5.03K | 0.00% | +18+30.5% | Added |
| Great Lakes Advisors, LLC | 78 | $5.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $5.09K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 82 | $5.36K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 86 | $5.62K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 88 | $5.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 89 | $5.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $5.95K | 0.00% | +10+12.3% | Added |
| Avion Wealth | 98 | $6.00K | 0.00% | +71+263.0% | Added |
| Valued Wealth Advisors LLC | 93 | $6.12K | 0.00% | +16+20.8% | Added |
| Red Tortoise LLC | 95 | $6.20K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 97 | $6.33K | 0.00% | −3−3.0% | Reduced |
| DT Investment Partners, LLC | 98 | $6.40K | 0.00% | +98 | New |
| Tributary Capital Management, LLC | 99 | $6.46K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 107 | $7.01K | 0.00% | +5+4.9% | Added |
| Crewe Advisors LLC | 109 | $7.12K | 0.00% | −20−15.5% | Reduced |
| Dunhill Financial, LLC | 112 | $7.32K | 0.00% | +59+111.3% | Added |
| Financial Management Professionals, Inc. | 124 | $8.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 123 | $8.03K | 0.01% | +123 | New |
| Future Financial Wealth Managment LLC | 129 | $8.42K | 0.01% | +129 | New |
| CarsonAllaria Wealth Management, Ltd. | 137 | $8.96K | 0.01% | +2+1.5% | Added |
| Beacon Capital Management, LLC | 145 | $9.47K | 0.00% | +145 | New |
| McCarthy Grittinger Financial Group, LLC | 148 | $9.66K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $10.0K | 0.00% | −95−38.0% | Reduced |
| Sittner & Nelson, LLC | 169 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 186 | $12.1K | 0.00% | +186 | New |
| ORG Partners LLC | 188 | $12.3K | 0.00% | −99−34.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 191 | $12.5K | 0.00% | +158+478.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $12.5K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 193 | $12.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 237 | $12.7K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $13.2K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 205 | $13.4K | 0.01% | +2+1.0% | Added |
| MV Capital Management, Inc. | 209 | $13.6K | 0.00% | +21+11.2% | Added |
| CVA Family Office, LLC | 217 | $14.2K | 0.00% | −354−62.0% | Reduced |
| Atticus Wealth Management, LLC | 220 | $14.4K | 0.00% | −10−4.3% | Reduced |
| Global Wealth Strategies & Associates | 228 | $14.9K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 230 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 221 | $15.2K | 0.01% | −4,998−95.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 235 | $15.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $16.0K | 0.00% | −111−31.2% | Reduced |
| JFS Wealth Advisors, LLC | 257 | $16.8K | 0.00% | +24+10.3% | Added |
| Gables Capital Management Inc. | 264 | $17.2K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 273 | $17.8K | 0.01% | +3+1.1% | Added |
| Country Trust Bank | 276 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 277 | $18.1K | 0.00% | +277 | New |
| Fairscale Capital, LLC | 277 | $18.2K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 280 | $18.3K | 0.00% | +75+36.6% | Added |
| BOK Financial Private Wealth, Inc. | 281 | $18.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 297 | $19.0K | 0.00% | −169−36.3% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 375 | $20.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 316 | $20.6K | 0.01% | +69+27.9% | Added |
| Optiver Holding B.V. | 317 | $20.7K | 0.00% | +317 | New |
| Operose Advisors LLC | 323 | $21.1K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 396 | $21.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $21.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 339 | $22.1K | 0.01% | +339 | New |
| LGT Financial Advisors LLC | 348 | $22.7K | 0.06% | −338−49.3% | Reduced |
| Pin Oak Investment Advisors Inc | 353 | $23.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 347 | $23.0K | 0.00% | +18+5.5% | Added |