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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 2,184,807 | $154.6M | 0.04% | −217,800−9.1% | Reduced |
| Brookfield Asset Management Inc. | 2,509,031 | $163.8M | 0.93% | +2,104,405+520.1% | Added |
| Principal Financial Group Inc | 2,512,582 | $164.1M | 0.09% | −22,726−0.9% | Reduced |
| Federated Hermes, Inc. | 2,601,115 | $169.9M | 0.37% | +221,500+9.3% | Added |
| California Public Employees Retirement System | 2,765,190 | $180.6M | 0.13% | −132,427−4.6% | Reduced |
| Royal Bank of Canada | 2,929,385 | $191.3M | 0.04% | +226,845+8.4% | Added |
| FMR LLC | 3,026,608 | $197.6M | 0.01% | −510,783−14.4% | Reduced |
| AQR Capital Management LLC | 3,180,081 | $206.5M | 0.29% | +1,537,597+93.6% | Added |
| Capital Research Global Investors | 3,384,975 | $221.0M | 0.05% | +3,234+0.1% | Added |
| Charles Schwab Investment Management Inc | 3,417,615 | $223.2M | 0.04% | +67,820+2.0% | Added |
| Nordea Investment Management AB | 3,513,617 | $228.8M | 0.26% | +165,889+5.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,750,107 | $244.9M | 0.56% | +294,824+8.5% | Added |
| Magellan Asset Management Ltd | 3,753,409 | $245.1M | 2.44% | +296,205+8.6% | Added |
| Bank of New York Mellon Corp | 3,765,473 | $245.9M | 0.05% | −12,564−0.3% | Reduced |
| American Century Companies Inc | 3,776,609 | $246.6M | 0.14% | +1,692,264+81.2% | Added |
| Franklin Resources Inc | 4,884,735 | $307.8M | 0.09% | −80,596−1.6% | Reduced |
| Northern Trust Corp | 5,077,629 | $331.6M | 0.05% | −254,183−4.8% | Reduced |
| Legal & General Group Plc | 5,102,983 | $333.2M | 0.09% | −150,127−2.9% | Reduced |
| Invesco Ltd. | 5,174,305 | $337.9M | 0.07% | +176,198+3.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 5,483,686 | $358.1M | 1.17% | +5,483,686 | New |
| Victory Capital Management Inc | 5,488,784 | $358.4M | 0.35% | −2,098,779−27.7% | Reduced |
| Wells Fargo & Company | 6,143,453 | $401.2M | 0.10% | −221,824−3.5% | Reduced |
| Goldman Sachs Group Inc | 6,154,853 | $401.9M | 0.08% | −224,451−3.5% | Reduced |
| Morgan Stanley | 6,963,493 | $454.7M | 0.03% | −542,385−7.2% | Reduced |
| Aristotle Capital Management, LLC | 13,695,233 | $894.3M | 1.63% | +5,2450.0% | Added |
| Bank of America Corp | 14,426,565 | $942.1M | 0.08% | +8,602,124+147.7% | Added |
| Geode Capital Management, LLC | 14,562,103 | $952.1M | 0.08% | +262,191+1.8% | Added |
| Massachusetts Financial Services Co | 15,190,756 | $992.0M | 0.30% | +892,740+6.2% | Added |
| JPMorgan Chase & Co | 18,268,955 | $1.19B | 0.10% | −1,783,415−8.9% | Reduced |
| Price T Rowe Associates Inc | 20,473,532 | $1.34B | 0.15% | +7,685,638+60.1% | Added |
| State Street Corp | 37,143,025 | $2.45B | 0.10% | +2,323,448+6.7% | Added |
| BlackRock, Inc. | 46,096,769 | $3.01B | 0.06% | +46,096,769 | New |
| Vanguard Group Inc | 72,878,986 | $4.76B | 0.09% | +652,633+0.9% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −751,980−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −537,717−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −355,460−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −346,035−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −189,186−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −171,691−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −115,369−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −89,968−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −57,700−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −47,349−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,085−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −36,236−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −34,287−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −33,758−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −26,698−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −26,089−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,808−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −22,999−100.0% | Sold out |
| OV Management LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −20,109−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −17,771−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,655−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,877−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −15,541−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,904−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −13,320−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −11,258−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −10,216−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −8,634−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −8,538−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,022−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −7,643−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,371−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,222−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −5,828−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −5,052−100.0% | Sold out |
| Quantum Financial Advisors, LLC | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| Warwick Investment Management, Inc. | 0 | $0 | 0.00% | −4,711−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |