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 |
|---|---|---|---|---|---|
| HM Payson & Co | 1,785 | $116.6K | 0.00% | −539−23.2% | Reduced |
| First Community Trust NA | 1,800 | $117.5K | 0.10% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,824 | $120.1K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,914 | $125.0K | 0.01% | −562−22.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 1,951 | $127.4K | 0.02% | +1,951 | New |
| True Wealth Design, LLC | 1,973 | $128.8K | 0.05% | +1,962+17,836.4% | Added |
| Chilton Capital Management LLC | 2,000 | $130.6K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,032 | $132.7K | 0.09% | +4+0.2% | Added |
| Financial Perspectives, Inc | 2,046 | $133.6K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,089 | $136.4K | 0.06% | −200−8.7% | Reduced |
| Lindbrook Capital, LLC | 2,119 | $138.4K | 0.01% | −666−23.9% | Reduced |
| St Germain D J Co Inc | 2,153 | $140.6K | 0.01% | +8+0.4% | Added |
| Vestor Capital, LLC | 2,222 | $145.0K | 0.01% | +451+25.5% | Added |
| Whittier Trust Co | 2,230 | $145.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $147.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,271 | $148.3K | 0.01% | −60−2.6% | Reduced |
| Marquette Asset Management, LLC | 2,300 | $150.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 2,348 | $153.3K | 0.13% | +15+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $155.2K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,401 | $156.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,475 | $161.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,518 | $162.6K | 0.03% | +207+9.0% | Added |
| Founders Capital Management | 2,500 | $163.3K | 0.10% | 00.0% | Unchanged |
| Hilltop National Bank | 2,529 | $165.1K | 0.05% | −25−1.0% | Reduced |
| Elgethun Capital Management | 2,546 | $166.3K | 0.04% | 00.0% | Unchanged |
| Motco | 2,587 | $168.9K | 0.02% | +70+2.8% | Added |
| Aster Capital Management (DIFC) Ltd | 2,603 | $170.0K | 0.04% | +2,603 | New |
| Sentry Investment Management LLC | 2,611 | $170.0K | 0.07% | +2,611 | New |
| Golden State Equity Partners | 2,673 | $174.5K | 0.03% | +2,673 | New |
| Paladin Wealth, LLC | 2,674 | $174.6K | 0.15% | +2,674 | New |
| Cherry Tree Wealth Management, LLC | 2,684 | $175.3K | 0.04% | +10+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 2,726 | $178.0K | 0.02% | −969−26.2% | Reduced |
| Sound Income Strategies, LLC | 2,754 | $179.8K | 0.01% | +566+25.9% | Added |
| Covestor Ltd | 2,822 | $184.0K | 0.12% | +2,337+481.9% | Added |
| Broadwater Capital Management LLC | 2,880 | $188.1K | 0.14% | −720−20.0% | Reduced |
| Trust Co | 2,882 | $188.2K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,905 | $189.7K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,942 | $192.1K | 0.00% | +564+23.7% | Added |
| Gries Financial LLC | 3,077 | $200.9K | 0.04% | +3,077 | New |
| Compass Financial Group, INC | 3,079 | $201.1K | 0.04% | +3,079 | New |
| Cyndeo Wealth Partners, LLC | 3,085 | $201.4K | 0.01% | +3,085 | New |
| Avidian Wealth Solutions, LLC | 3,094 | $202.1K | 0.01% | +3,094 | New |
| Umb Bank N A | 3,101 | $202.5K | 0.00% | +270+9.5% | Added |
| 9258 Wealth Management, LLC | 3,106 | $202.8K | 0.03% | +3,106 | New |
| Graypoint LLC | 3,114 | $203.4K | 0.01% | +3,114 | New |
| Priebe Wealth Holdings LLC | 3,148 | $205.6K | 0.15% | +3,148 | New |
| Morningstar Investment Management LLC | 3,274 | $206.0K | 0.02% | +3,274 | New |
| NorthCrest Asset Manangement, LLC | 3,155 | $206.0K | 0.01% | +3,155 | New |
| Kuhn & Co Investment Counsel | 3,159 | $206.3K | 0.18% | +3,159 | New |
| RNC Capital Management LLC | 3,863 | $206.3K | 0.01% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 3,166 | $206.7K | 0.11% | +3,166 | New |
| Ancora Advisors, LLC | 3,170 | $207.0K | 0.00% | −274−8.0% | Reduced |
| CRA Financial Services, LLC | 3,177 | $207.5K | 0.04% | +3,177 | New |
| Avestar Capital, LLC | 3,189 | $208.2K | 0.02% | +3,189 | New |
| Kennedy Capital Management, Inc. | 3,190 | $208.3K | 0.00% | +3,190 | New |
| Concord Asset Management, LLC | 3,201 | $209.0K | 0.05% | +3,201 | New |
| LRI Investments, LLC | 3,037 | $209.3K | 0.02% | +170+5.9% | Added |
| Centric Wealth Management | 3,150 | $209.4K | 0.06% | +3,150 | New |
| Phillips Wealth Planners LLC | 3,300 | $211.2K | 0.20% | +3,300 | New |
| Gotham Asset Management, LLC | 3,240 | $211.6K | 0.00% | +3,240 | New |
| Fidelis Capital Partners, LLC | 3,296 | $212.0K | 0.03% | +3,296 | New |
| Cary Street Partner Investment Advisory LLC | 3,248 | $212.1K | 0.01% | +3,248 | New |
| First Business Financial Services, Inc. | 3,277 | $214.0K | 0.02% | +3,277 | New |
| Kowal Investment Group, LLC | 3,292 | $214.9K | 0.04% | +3,292 | New |
| First Heartland Consultants, Inc. | 3,290 | $215.0K | 0.02% | +3,290 | New |
| Catalina Capital Group, LLC | 3,297 | $215.3K | 0.07% | +3,297 | New |
| USAdvisors Wealth Management, LLC | 3,360 | $216.0K | 0.08% | +3,360 | New |
| Symphony Financial, Ltd. Co. | 3,354 | $216.6K | 0.04% | +3,354 | New |
| Knollwood Investment Advisory, LLC | 3,323 | $217.0K | 0.02% | +3,323 | New |
| Coastal Bridge Advisors, LLC | 3,334 | $217.7K | 0.05% | −1,464−30.5% | Reduced |
| Howe & Rusling Inc | 3,336 | $217.8K | 0.02% | +3,336 | New |
| Boston Trust Walden Corp | 3,347 | $218.6K | 0.00% | +3,347 | New |
| Windsor Capital Management, LLC | 3,353 | $219.0K | 0.06% | +3,353 | New |
| GeoWealth Management, LLC | 3,372 | $220.2K | 0.01% | +3,372 | New |
| Marcum Wealth, LLC | 3,386 | $221.1K | 0.02% | +3,386 | New |
| Peoples Financial Services Corp. | 3,400 | $222.0K | 0.10% | 00.0% | Unchanged |
| Syon Capital LLC | 3,403 | $222.2K | 0.02% | +3,403 | New |
| First National Bank Sioux Falls | 3,404 | $222.3K | 0.10% | +3,404 | New |
| Essex Financial Services, Inc. | 3,494 | $222.5K | 0.02% | +3,494 | New |
| LCM Capital Management Inc | 3,426 | $223.7K | 0.13% | +3,426 | New |
| Capital Performance Advisors LLP | 3,429 | $223.9K | 0.07% | +3,429 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $224.4K | 0.01% | +2,503+269.4% | Added |
| HTLF Bank | 3,447 | $225.1K | 0.02% | +3,447 | New |
| Perpetual Ltd | 3,450 | $225.3K | 0.00% | +3,450 | New |
| Ci Investments Inc. | 3,457 | $226.0K | 0.00% | −1,554−31.0% | Reduced |
| Picton Mahoney Asset Management | 3,464 | $226.0K | 0.01% | +3,464 | New |
| GenTrust, LLC | 3,447 | $227.0K | 0.01% | +3,447 | New |
| Merit Financial Group, LLC | 3,493 | $228.1K | 0.01% | −5,226−59.9% | Reduced |
| GHP Investment Advisors, Inc. | 3,493 | $228.1K | 0.01% | −57−1.6% | Reduced |
| Marshall Wace, LLP | 3,493 | $228.1K | 0.00% | −83,673−96.0% | Reduced |
| Ossiam | 3,495 | $228.2K | 0.00% | +3,495 | New |
| Stanley-Laman Group, Ltd. | 3,497 | $228.4K | 0.03% | +3,497 | New |
| NBC Securities, Inc. | 3,514 | $229.0K | 0.02% | −590−14.4% | Reduced |
| WESPAC Advisors, LLC | 3,519 | $229.8K | 0.17% | +3,519 | New |
| Hilltop Holdings Inc. | 3,525 | $230.1K | 0.02% | +3,525 | New |
| Brass Tax Wealth Management, Inc | 3,540 | $231.2K | 0.05% | +3,540 | New |
| CoreFirst Bank & Trust | 3,559 | $232.4K | 0.13% | +3,559 | New |
| Johnson Investment Counsel Inc | 3,595 | $234.7K | 0.00% | −471−11.6% | Reduced |
| Old Second National Bank of Aurora | 3,598 | $234.9K | 0.06% | −1,900−34.6% | Reduced |
| Wesbanco Bank Inc | 3,609 | $235.7K | 0.01% | +3,609 | New |