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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,610 | $235.7K | 0.01% | +469+14.9% | Added |
| Keel Point, LLC | 3,638 | $237.6K | 0.02% | +5+0.1% | Added |
| Moneta Group Investment Advisors LLC | 3,645 | $238.1K | 0.00% | −154−4.1% | Reduced |
| Fortis Group Advisors, LLC | 3,648 | $238.2K | 0.04% | +3,648 | New |
| Obermeyer Wood Investment Counsel, LLLP | 3,657 | $238.8K | 0.01% | +3,657 | New |
| Global Retirement Partners, LLC | 3,660 | $239.0K | 0.01% | −2,007−35.4% | Reduced |
| NewEdge Wealth, LLC | 3,661 | $239.1K | 0.00% | +3,661 | New |
| Oversea-Chinese Banking CORP Ltd | 3,662 | $239.1K | 0.01% | +3,662 | New |
| Accel Wealth Management | 3,689 | $240.9K | 0.09% | +3,689 | New |
| Catalyst Funds Management Pty Ltd | 3,700 | $241.6K | 0.05% | −14,500−79.7% | Reduced |
| Pitcairn Co | 3,721 | $243.0K | 0.01% | +3,721 | New |
| Lake Street Advisors Group, LLC | 3,708 | $244.1K | 0.01% | −159−4.1% | Reduced |
| DORVAL Corp | 3,992 | $244.4K | 0.10% | +3+0.1% | Added |
| FDx Advisors, Inc. | 3,752 | $245.0K | 0.07% | +3,752 | New |
| Williams Jones Wealth Management, LLC. | 3,775 | $246.5K | 0.00% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 4 | $246.9K | 0.06% | −3,745−99.9% | Reduced |
| Sunpointe, LLC | 3,752 | $247.1K | 0.20% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,796 | $247.9K | 0.02% | +5+0.1% | Added |
| Planning Center, Inc. | 3,805 | $248.5K | 0.03% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,814 | $249.0K | 0.05% | −74−1.9% | Reduced |
| Lazari Capital Management, Inc. | 3,834 | $250.4K | 0.11% | +9+0.2% | Added |
| CX Institutional | 3,846 | $251.2K | 0.01% | +3,846 | New |
| Carlson Capital Management | 3,851 | $251.4K | 0.01% | +25+0.7% | Added |
| Chesley Taft & Associates LLC | 3,851 | $251.5K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,862 | $252.2K | 0.08% | −838−17.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,873 | $252.9K | 0.02% | +3,873 | New |
| Tyche Wealth Partners LLC | 3,881 | $253.4K | 0.06% | −30−0.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,895 | $254.3K | 0.19% | +3,895 | New |
| Peak Asset Management, LLC | 3,896 | $254.4K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 3,905 | $255.0K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,908 | $255.2K | 0.10% | −394−9.2% | Reduced |
| Paragon Capital Management LLC | 3,931 | $256.7K | 0.13% | 00.0% | Unchanged |
| Headinvest, LLC | 3,942 | $257.4K | 0.05% | 00.0% | Unchanged |
| Kure Advisory, LLC | 3,945 | $257.6K | 0.23% | −10.0% | Reduced |
| Kozak & Associates, Inc. | 4,035 | $258.3K | 0.06% | −215−5.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,965 | $258.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,967 | $259.0K | 0.02% | −277−6.5% | Reduced |
| Clarius Group, LLC | 3,988 | $259.8K | 0.02% | +15+0.4% | Added |
| We Are One Seven, LLC | 3,987 | $260.4K | 0.01% | +3,987 | New |
| JNBA Financial Advisors | 4,016 | $262.3K | 0.03% | +1,558+63.4% | Added |
| SRS Capital Advisors, Inc. | 4,042 | $263.9K | 0.02% | +91+2.3% | Added |
| Montag A & Associates Inc | 4,012 | $264.2K | 0.01% | −410−9.3% | Reduced |
| Horizon Investment Services, LLC | 4,046 | $264.2K | 0.11% | +4,046 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $265.8K | 0.05% | −313−7.1% | Reduced |
| Invesco, LLC | 4,078 | $266.3K | 0.11% | +142+3.6% | Added |
| Rosenberg Matthew Hamilton | 4,088 | $266.9K | 0.07% | −63−1.5% | Reduced |
| SpiderRock Advisors, LLC | 4,112 | $268.5K | 0.01% | +351+9.3% | Added |
| FinTrust Capital Advisors, LLC | 4,129 | $269.6K | 0.05% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,157 | $271.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 4,163 | $271.8K | 0.02% | −105−2.5% | Reduced |
| GTS Securities LLC | 4,173 | $272.5K | 0.01% | −3,052−42.2% | Reduced |
| TCI Wealth Advisors, Inc. | 4,191 | $273.7K | 0.02% | −3−0.1% | Reduced |
| StoneX Group Inc. | 4,196 | $274.4K | 0.02% | +4,196 | New |
| Redhawk Wealth Advisors, Inc. | 4,217 | $275.4K | 0.04% | −98−2.3% | Reduced |
| Buska Wealth Management, LLC | 4,327 | $282.6K | 0.10% | +38+0.9% | Added |
| Evergreen Capital Management LLC | 4,306 | $283.5K | 0.01% | −58−1.3% | Reduced |
| Principle Wealth Partners LLC | 4,347 | $283.9K | 0.02% | +367+9.2% | Added |
| Virtu Financial LLC | 4,347 | $284.0K | 0.02% | +466+12.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,352 | $284.2K | 0.01% | −634−12.7% | Reduced |
| Nicollet Investment Management, Inc. | 4,364 | $285.0K | 0.10% | −4,051−48.1% | Reduced |
| Tradewinds, LLC. | 4,378 | $285.9K | 0.09% | −13−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 4,405 | $287.7K | 0.01% | +32+0.7% | Added |
| FFT Wealth Management LLC | 4,414 | $288.2K | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 4,485 | $292.9K | 0.01% | −450−9.1% | Reduced |
| Trueblood Wealth Management, LLC | 4,505 | $294.2K | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,520 | $295.2K | 0.01% | −177−3.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,524 | $295.4K | 0.00% | +83+1.9% | Added |
| Private Trust Co NA | 4,555 | $297.4K | 0.03% | −19−0.4% | Reduced |
| HBK Sorce Advisory LLC | 4,559 | $297.7K | 0.01% | −425−8.5% | Reduced |
| Eastern Bank | 4,602 | $300.5K | 0.01% | +300+7.0% | Added |
| Net Worth Advisory Group | 4,603 | $300.5K | 0.09% | +4,603 | New |
| PrairieView Partners, LLC | 4,621 | $301.0K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,659 | $304.3K | 0.01% | −25−0.5% | Reduced |
| LVW Advisors, LLC | 4,680 | $305.6K | 0.04% | +4,680 | New |
| State of Wyoming | 4,684 | $305.9K | 0.04% | +3,262+229.4% | Added |
| Clearstead Advisors, LLC | 4,723 | $308.4K | 0.00% | +126+2.7% | Added |
| Castle Rock Wealth Management, LLC | 4,930 | $311.4K | 0.07% | +10+0.2% | Added |
| Danske Bank A/S | 4,799 | $313.4K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,913 | $320.8K | 0.04% | +4,913 | New |
| Wrapmanager Inc | 4,917 | $321.1K | 0.08% | −1,071−17.9% | Reduced |
| Capital Investment Advisors, LLC | 4,944 | $322.9K | 0.01% | −237−4.6% | Reduced |
| Ascent Group, LLC | 4,946 | $323.0K | 0.02% | +4,946 | New |
| Lummis Asset Management, LP | 4,949 | $323.2K | 0.38% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 5,137 | $323.3K | 0.13% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 4,715 | $323.7K | 0.05% | +4,715 | New |
| Adviser Investments LLC | 4,979 | $325.2K | 0.00% | +10.0% | Added |
| Welch Group, LLC | 4,989 | $325.8K | 0.01% | +589+13.4% | Added |
| AMG National Trust Bank | 4,990 | $325.8K | 0.01% | −272−5.2% | Reduced |
| Sherbrooke Park Advisers LLC | 4,990 | $325.8K | 0.07% | +4,990 | New |
| Buckingham Strategic Partners | 5,070 | $331.1K | 0.01% | +5,070 | New |
| Manchester Capital Management LLC | 5,089 | $332.3K | 0.04% | +19+0.4% | Added |
| Argent Financial Group, Inc. | 5,093 | $332.6K | 0.04% | +5,093 | New |
| Triumph Capital Management | 5,132 | $337.9K | 0.12% | −7,210−58.4% | Reduced |
| Farmers & Merchants Investments Inc | 5,178 | $338.1K | 0.01% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 5,108 | $338.1K | 0.18% | +5,108 | New |
| Secured Retirement Advisors, LLC | 5,181 | $338.3K | 0.24% | −14−0.3% | Reduced |
| Vantage Financial Partners, LLC | 5,188 | $338.8K | 0.08% | +5,188 | New |
| RMB Capital Management, LLC | 5,218 | $340.7K | 0.01% | +676+14.9% | Added |
| Alley Investment Management Company, LLC | 5,252 | $343.0K | 0.04% | −404−7.1% | Reduced |
| Simon Quick Advisors, LLC | 5,269 | $344.1K | 0.02% | +294+5.9% | Added |