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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 5,269 | $344.1K | 0.06% | +206+4.1% | Added |
| Wedmont Private Capital | 5,464 | $344.3K | 0.02% | +484+9.7% | Added |
| Concord Wealth Partners | 5,345 | $349.0K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 5,376 | $351.1K | 0.03% | +5,376 | New |
| Smith Anglin Financial, LLC | 5,377 | $351.1K | 0.03% | +46+0.9% | Added |
| Charter Trust Co | 5,389 | $351.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,391 | $352.0K | 0.01% | +933+20.9% | Added |
| EntryPoint Capital, LLC | 5,394 | $352.2K | 0.20% | +2,905+116.7% | Added |
| James Hambro & Partners | 5,400 | $352.6K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 5,435 | $354.9K | 0.05% | +5,435 | New |
| First Commonwealth Financial Corp | 5,444 | $355.5K | 0.09% | −98−1.8% | Reduced |
| Norden Group LLC | 5,446 | $355.6K | 0.04% | −589−9.8% | Reduced |
| RFG Advisory, LLC | 5,449 | $355.8K | 0.01% | −271−4.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,465 | $356.8K | 0.03% | +5,465 | New |
| Ameritas Advisory Services, LLC | 5,488 | $358.4K | 0.02% | −217−3.8% | Reduced |
| Old National Bancorp | 5,499 | $359.1K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,504 | $359.4K | 0.04% | +450+8.9% | Added |
| Lakeridge Wealth Management LLC | 5,532 | $361.2K | 0.20% | +17+0.3% | Added |
| Csenge Advisory Group | 5,843 | $364.1K | 0.02% | +4+0.1% | Added |
| Ronald Blue Trust, Inc. | 6,820 | $364.2K | 0.00% | +2,203+47.7% | Added |
| Carret Asset Management, LLC | 5,589 | $364.9K | 0.04% | −450−7.5% | Reduced |
| Everpar Advisors LLC | 5,594 | $365.3K | 0.19% | −725−11.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,601 | $365.7K | 0.03% | +190+3.5% | Added |
| IFP Advisors, Inc | 5,603 | $365.9K | 0.01% | +29+0.5% | Added |
| Ritholtz Wealth Management | 5,607 | $366.1K | 0.01% | +876+18.5% | Added |
| Summit Financial, LLC | 5,575 | $367.1K | 0.01% | −541−8.8% | Reduced |
| Ingalls & Snyder LLC | 5,643 | $368.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,644 | $368.6K | 0.01% | −164−2.8% | Reduced |
| Perigon Wealth Management, LLC | 5,706 | $372.6K | 0.01% | +5,706 | New |
| Keudell/Morrison Wealth Management | 5,719 | $373.5K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,723 | $373.7K | 0.01% | +238+4.3% | Added |
| Cigna Investments Inc | 5,733 | $375.0K | 0.07% | −124−2.1% | Reduced |
| Sabal Trust CO | 5,745 | $375.1K | 0.02% | −347,331−98.4% | Reduced |
| Personal Cfo Solutions, LLC | 5,771 | $376.9K | 0.05% | −16−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,776 | $377.2K | 0.01% | −18−0.3% | Reduced |
| Synovus Financial Corp | 5,795 | $378.4K | 0.00% | +873+17.7% | Added |
| Hills Bank & Trust Co | 5,796 | $378.5K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,796 | $378.5K | 0.05% | +5,796 | New |
| Corundum Group, Inc. | 5,829 | $380.6K | 0.17% | −8,053−58.0% | Reduced |
| Sandy Spring Bank | 5,843 | $381.5K | 0.02% | −66−1.1% | Reduced |
| Capital Management Associates, Inc | 5,844 | $381.6K | 0.16% | +5,844 | New |
| Aaron Wealth Advisors | 5,890 | $384.6K | 0.05% | +1,608+37.6% | Added |
| First Horizon Advisors, Inc. | 5,932 | $387.4K | 0.01% | +17+0.3% | Added |
| Stock Yards Bank & Trust Co | 5,984 | $390.8K | 0.01% | +668+12.6% | Added |
| RDA Financial Network | 6,000 | $391.8K | 0.12% | −750−11.1% | Reduced |
| Bremer Bank National Association | 6,018 | $393.0K | 0.07% | −122−2.0% | Reduced |
| E Fund Management Co., Ltd. | 6,036 | $394.1K | 0.02% | +451+8.1% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $395.1K | 0.02% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 6,148 | $395.4K | 0.04% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,015 | $396.1K | 0.02% | −765−11.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,130 | $400.3K | 0.03% | +219+3.7% | Added |
| Integris Wealth Management, LLC | 6,163 | $402.4K | 0.11% | +163+2.7% | Added |
| TCG Advisory Services, LLC | 6,238 | $407.4K | 0.02% | +2,415+63.2% | Added |
| Safeguard Investment Advisory Group, LLC | 6,250 | $408.1K | 0.12% | −7−0.1% | Reduced |
| Lantz Financial LLC | 6,268 | $409.3K | 0.11% | +14+0.2% | Added |
| V-Square Quantitative Management LLC | 6,312 | $412.2K | 0.06% | +120+1.9% | Added |
| Altfest L J & Co Inc | 6,371 | $416.0K | 0.06% | +6,371 | New |
| Zacks Investment Management | 6,382 | $416.7K | 0.00% | +6,382 | New |
| Aveo Capital Partners, LLC | 6,465 | $422.2K | 0.04% | −897−12.2% | Reduced |
| Access Financial Services, Inc. | 6,487 | $423.6K | 0.19% | −379−5.5% | Reduced |
| Asset Dedication, LLC | 6,488 | $423.7K | 0.03% | −4,114−38.8% | Reduced |
| Affiance Financial, LLC | 6,520 | $425.8K | 0.10% | +43+0.7% | Added |
| Longfellow Investment Management Co LLC | 6,529 | $426.3K | 0.11% | +38+0.6% | Added |
| SC&H Financial Advisors, Inc. | 6,543 | $427.2K | 0.09% | −400−5.8% | Reduced |
| Sumitomo Life Insurance Co | 6,591 | $430.4K | 0.01% | +183+2.9% | Added |
| Proequities, Inc. | 6,544 | $430.6K | 0.03% | +676+11.5% | Added |
| Park Place Capital Corp | 6,611 | $431.7K | 0.12% | +537+8.8% | Added |
| Sheets Smith Wealth Management | 6,666 | $435.3K | 0.05% | −1,233−15.6% | Reduced |
| Spire Wealth Management | 6,682 | $436.4K | 0.01% | −30.0% | Reduced |
| Eqis Capital Management, Inc. | 6,707 | $437.9K | 0.03% | +1,123+20.1% | Added |
| Tectonic Advisors LLC | 6,775 | $442.4K | 0.03% | +6,775 | New |
| SNS Financial Group, LLC | 6,722 | $442.7K | 0.04% | −169−2.5% | Reduced |
| Insigneo Advisory Services, LLC | 6,781 | $442.8K | 0.04% | −752−10.0% | Reduced |
| Wetherby Asset Management Inc | 6,830 | $446.0K | 0.02% | +150+2.2% | Added |
| Romano Brothers and Company | 6,862 | $448.1K | 0.06% | −400−5.5% | Reduced |
| Level Four Advisory Services, LLC | 6,721 | $449.1K | 0.02% | +178+2.7% | Added |
| Nations Financial Group Inc, | 6,899 | $450.6K | 0.03% | +1,231+21.7% | Added |
| Meeder Advisory Services, Inc. | 7,049 | $460.3K | 0.03% | −1,510−17.6% | Reduced |
| Banque Cantonale Vaudoise | 7,076 | $462.0K | 0.02% | +7,076 | New |
| David Loasby | 7,181 | $462.5K | 0.04% | −412−5.4% | Reduced |
| Gateway Investment Advisers LLC | 7,097 | $463.4K | 0.01% | −2,977−29.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,071 | $465.3K | 0.05% | +3,730+111.6% | Added |
| Smartleaf Asset Management LLC | 7,256 | $468.6K | 0.06% | +1,092+17.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,277 | $475.2K | 0.05% | +1,174+19.2% | Added |
| Signaturefd, LLC | 7,318 | $477.8K | 0.01% | +149+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 7,337 | $479.1K | 0.00% | −55−0.7% | Reduced |
| Fiduciary Alliance LLC | 7,362 | $480.7K | 0.06% | −945−11.4% | Reduced |
| Bank of Hawaii | 7,402 | $483.4K | 0.02% | −20.0% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $483.8K | 0.02% | −900−10.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,446 | $486.2K | 0.02% | +7,446 | New |
| Parsons Capital Management Inc | 7,447 | $486.3K | 0.03% | −475−6.0% | Reduced |
| Venturi Wealth Management, LLC | 7,448 | $486.4K | 0.03% | −52−0.7% | Reduced |
| CAPROCK Group, Inc. | 7,393 | $486.7K | 0.02% | +339+4.8% | Added |
| Trust Point Inc. | 7,507 | $490.2K | 0.04% | −176−2.3% | Reduced |
| Ballentine Partners, LLC | 7,591 | $495.7K | 0.01% | +461+6.5% | Added |
| Atria Wealth Solutions, Inc. | 7,647 | $499.4K | 0.01% | −306−3.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,653 | $499.7K | 0.13% | −44−0.6% | Reduced |
| SFMG, LLC | 7,675 | $501.2K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 7,789 | $508.6K | 0.01% | −398−4.9% | Reduced |
| Bradley Foster & Sargent Inc | 7,815 | $510.3K | 0.01% | 00.0% | Unchanged |