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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 378 | $24.7K | 0.00% | +128+51.2% | Added |
| Ashton Thomas Securities, LLC | 382 | $24.9K | 0.00% | +382 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 393 | $25.7K | 0.01% | +79+25.2% | Added |
| Strategic Investment Solutions, Inc. | 400 | $26.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $26.1K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $26.8K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 412 | $26.9K | 0.01% | +1+0.2% | Added |
| Northwest Financial Advisors | 415 | $27.1K | 0.02% | +415 | New |
| Pacific Capital Wealth Advisors, Inc | 427 | $27.9K | 0.00% | +20+4.9% | Added |
| Canopy Partners, LLC | 460 | $30.0K | 0.01% | +38+9.0% | Added |
| Tidemark, LLC | 465 | $30.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 477 | $31.1K | 0.02% | +12+2.6% | Added |
| Gs Investments, Inc. | 484 | $31.6K | 0.01% | −10−2.0% | Reduced |
| Hemington Wealth Management | 484 | $32.0K | 0.01% | +484 | New |
| Westside Investment Management, Inc. | 492 | $32.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $32.3K | 0.01% | −1−0.2% | Reduced |
| Continuum Advisory, LLC | 474 | $32.6K | 0.00% | +22+4.9% | Added |
| Monetary Management Group Inc | 500 | $32.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $32.6K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 500 | $32.6K | 0.02% | +500 | New |
| Tower View Investment Management & Research LLC | 510 | $33.3K | 0.02% | +5+1.0% | Added |
| Luken Investment Analytics, LLC | 526 | $34.3K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 557 | $36.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 562 | $36.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $37.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 580 | $37.9K | 0.00% | −4−0.7% | Reduced |
| Rothschild Investment LLC | 580 | $37.9K | 0.00% | −105−15.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $37.9K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 579 | $38.1K | 0.01% | −1,045−64.3% | Reduced |
| Main Street Group, LTD | 589 | $38.5K | 0.02% | +589 | New |
| Slocum, Gordon & Co LLP | 600 | $39.2K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 606 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 623 | $40.7K | 0.01% | −1−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 631 | $41.6K | 0.01% | −8−1.3% | Reduced |
| Coppell Advisory Solutions LLC | 648 | $41.8K | 0.01% | +154+31.2% | Added |
| Kimelman & Baird, LLC | 652 | $42.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $43.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 661 | $43.2K | 0.01% | +128+24.0% | Added |
| West Financial Advisors, LLC | 662 | $43.2K | 0.01% | +662 | New |
| Creative Financial Designs Inc | 671 | $43.8K | 0.00% | −102−13.2% | Reduced |
| SOA Wealth Advisors, LLC. | 676 | $44.1K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 702 | $45.8K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 704 | $46.0K | 0.01% | +7+1.0% | Added |
| Strengthening Families & Communities, LLC | 715 | $46.7K | 0.01% | −52−6.8% | Reduced |
| Planning Capital Management Corp | 728 | $47.6K | 0.03% | −56−7.1% | Reduced |
| Alpine Bank Wealth Management | 744 | $48.6K | 0.01% | +744 | New |
| Peoples Bank | 765 | $49.9K | 0.03% | −766−50.0% | Reduced |
| Friedenthal Financial | 769 | $50.2K | 0.03% | +769 | New |
| Acadian Asset Management LLC | 801 | $52.0K | 0.00% | −20,957−96.3% | Reduced |
| Andra AP-fonden | 800 | $52.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $52.2K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 812 | $53.0K | 0.02% | +12+1.5% | Added |
| Catalyst Capital Advisors LLC | 835 | $54.5K | 0.00% | +297+55.2% | Added |
| CoreCap Advisors, LLC | 845 | $55.2K | 0.00% | +48+6.0% | Added |
| Quarry LP | 852 | $55.6K | 0.02% | −1,530−64.2% | Reduced |
| Caldwell Trust Co | 884 | $57.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 887 | $58.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 902 | $58.9K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 913 | $59.6K | 0.01% | +146+19.0% | Added |
| Deseret Mutual Benefit Administrators | 936 | $61.1K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 947 | $61.8K | 0.04% | −17−1.8% | Reduced |
| Centennial Bank | 947 | $61.8K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $62.4K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 962 | $62.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,015 | $66.3K | 0.03% | +845+497.1% | Added |
| Parkside Financial Bank & Trust | 1,017 | $66.4K | 0.01% | +15+1.5% | Added |
| Washington Trust Advisors, Inc. | 1,030 | $67.3K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,070 | $69.9K | 0.01% | +15+1.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $70.4K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,080 | $70.5K | 0.03% | +11+1.0% | Added |
| Trust Co of Vermont | 1,081 | $70.6K | 0.00% | −147−12.0% | Reduced |
| North Star Investment Management Corp. | 1,090 | $71.1K | 0.00% | +52+5.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,130 | $73.8K | 0.03% | −630−35.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,141 | $74.0K | 0.02% | +456+66.6% | Added |
| Ostrum Asset Management | 1,147 | $74.9K | 0.01% | +14+1.2% | Added |
| Capital Advisors, Ltd. LLC | 1,175 | $77.0K | 0.01% | +30+2.6% | Added |
| Winch Advisory Services, LLC | 1,184 | $77.3K | 0.02% | +11+0.9% | Added |
| Vista Private Wealth Partners. LLC | 1,187 | $77.5K | 0.03% | +8+0.7% | Added |
| NBT Bank N A | 1,188 | $77.6K | 0.01% | −75−5.9% | Reduced |
| Delos Wealth Advisors, LLC | 1,200 | $78.4K | 0.07% | +1,170+3,900.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $80.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $83.3K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,324 | $86.5K | 0.00% | −1,421−51.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,341 | $88.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,459 | $95.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,497 | $97.8K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $98.0K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,522 | $99.4K | 0.02% | −20−1.3% | Reduced |
| Front Row Advisors LLC | 1,513 | $99.6K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,545 | $100.9K | 0.00% | −7−0.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,578 | $103.0K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,613 | $105.3K | 0.01% | −484−23.1% | Reduced |
| PSI Advisors, LLC | 1,629 | $106.4K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $106.4K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $110.7K | 0.00% | −65−3.7% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $111.9K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,742 | $113.8K | 0.04% | +1,742 | New |
| Colonial Trust Advisors | 1,745 | $113.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,766 | $115.3K | 0.04% | +450+34.2% | Added |
| Eagle Bay Advisors LLC | 1,756 | $115.6K | 0.04% | −39−2.2% | Reduced |