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 |
|---|---|---|---|---|---|
| Laraway Financial Inc | 7,817 | $510.5K | 0.41% | +11+0.1% | Added |
| Modern Wealth Management, LLC | 7,849 | $512.6K | 0.03% | +66+0.8% | Added |
| STF Management LP | 7,879 | $514.5K | 0.23% | −983−11.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 7,897 | $515.7K | 0.21% | +29+0.4% | Added |
| First National Bank & Trust Co of Newtown | 8,016 | $523.4K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,175 | $525.8K | 0.02% | +2,025+32.9% | Added |
| Brown Financial Advisors | 8,070 | $527.0K | 0.22% | −4,799−37.3% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $528.9K | 0.02% | 00.0% | Unchanged |
| Amarillo National Bank | 8,141 | $531.6K | 0.10% | −153−1.8% | Reduced |
| Copley Financial Group, Inc. | 8,144 | $531.8K | 0.48% | +8,144 | New |
| Hoese & Co LLP | 8,197 | $535.2K | 0.45% | +7,361+880.5% | Added |
| Oarsman Capital, Inc. | 8,272 | $540.2K | 0.10% | 00.0% | Unchanged |
| Fundamentun, LLC | 8,302 | $542.2K | 0.04% | +1,042+14.4% | Added |
| Kestra Private Wealth Services, LLC | 8,322 | $543.4K | 0.01% | +76+0.9% | Added |
| PEAK6 Investments LLC | 8,348 | $545.1K | 0.03% | −79,478−90.5% | Reduced |
| Spirit of America Management Corp | 8,400 | $548.5K | 0.11% | +1,050+14.3% | Added |
| Stonebridge Capital Advisors LLC | 8,436 | $550.9K | 0.04% | −41−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 8,437 | $550.9K | 0.05% | −2,378−22.0% | Reduced |
| Sequoia Financial Advisors, LLC | 8,463 | $552.6K | 0.01% | +361+4.5% | Added |
| Cascade Investment Group, Inc. | 8,480 | $553.7K | 0.41% | −100−1.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,522 | $556.5K | 0.01% | +4,270+100.4% | Added |
| Sym Financial Corp | 8,580 | $560.3K | 0.07% | +877+11.4% | Added |
| Advisory Alpha, LLC | 8,669 | $566.1K | 0.02% | +4,856+127.4% | Added |
| Coastline Trust Co | 8,755 | $571.7K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,766 | $572.4K | 0.00% | −3,558−28.9% | Reduced |
| American State Bank (Iowa) | 8,809 | $575.2K | 0.35% | 00.0% | Unchanged |
| Old Port Advisors | 8,832 | $576.7K | 0.16% | −174−1.9% | Reduced |
| Midwest Professional Planners, LTD. | 8,919 | $582.4K | 0.18% | +10+0.1% | Added |
| EverSource Wealth Advisors, LLC | 9,082 | $593.1K | 0.04% | +95+1.1% | Added |
| FineMark National Bank & Trust | 9,100 | $594.2K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,103 | $594.4K | 0.00% | −1,209−11.7% | Reduced |
| Aviva PLC | 9,148 | $597.4K | 0.00% | +401+4.6% | Added |
| Kingsview Wealth Management, LLC | 9,283 | $606.2K | 0.01% | +667+7.7% | Added |
| Capstone Investment Advisors, LLC | 9,301 | $607.4K | 0.01% | −5,273−36.2% | Reduced |
| Hodges Capital Management Inc. | 9,395 | $613.5K | 0.04% | +9,395 | New |
| National Asset Management, Inc. | 9,369 | $614.8K | 0.02% | −620−6.2% | Reduced |
| Arkadios Wealth Advisors | 9,501 | $620.4K | 0.04% | +2,394+33.7% | Added |
| Empowered Funds, LLC | 9,504 | $620.6K | 0.01% | −35,483−78.9% | Reduced |
| Advisory Services Network, LLC | 11,847 | $632.7K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 9,722 | $634.8K | 0.03% | +9,722 | New |
| Everence Capital Management Inc | 9,744 | $636.0K | 0.04% | −7,810−44.5% | Reduced |
| Argent Trust Co | 9,781 | $638.7K | 0.03% | −83−0.8% | Reduced |
| HB Wealth Management, LLC | 9,860 | $643.9K | 0.01% | +843+9.3% | Added |
| Cornerstone Advisors, LLC | 9,900 | $646.5K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 9,912 | $647.2K | 0.05% | +9,912 | New |
| Concurrent Investment Advisors, LLC | 9,920 | $647.8K | 0.02% | +1,113+12.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,972 | $651.0K | 0.01% | −4,635−31.7% | Reduced |
| Independent Advisor Alliance | 9,988 | $652.2K | 0.02% | +3,052+44.0% | Added |
| Cahill Financial Advisors Inc | 10,004 | $653.2K | 0.09% | +635+6.8% | Added |
| Intrust Bank NA | 10,020 | $654.3K | 0.07% | +362+3.7% | Added |
| First Hawaiian Bank | 10,119 | $660.8K | 0.02% | −637−5.9% | Reduced |
| Horizon Investments, LLC | 10,192 | $665.5K | 0.02% | +51+0.5% | Added |
| Financial Advocates Investment Management | 10,251 | $669.4K | 0.04% | +710+7.4% | Added |
| Bard Financial Services, Inc. | 10,625 | $693.8K | 0.08% | −375−3.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,642 | $694.9K | 0.10% | +163+1.6% | Added |
| Fosun International Ltd | 10,731 | $700.7K | 0.23% | +10,731 | New |
| Intrua Financial, LLC | 10,749 | $701.9K | 0.11% | +4,770+79.8% | Added |
| Moors & Cabot, Inc. | 10,784 | $704.2K | 0.03% | +100+0.9% | Added |
| Central Trust Co | 10,786 | $704.3K | 0.02% | +2,309+27.2% | Added |
| Jones Financial Companies LLLP | 10,920 | $708.3K | 0.00% | +6,700+158.8% | Added |
| First Foundation Advisors | 10,861 | $709.2K | 0.03% | −324−2.9% | Reduced |
| Finer Wealth Management, Inc. | 10,942 | $714.5K | 0.44% | +10,942 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,020 | $720.0K | 0.00% | −18,457−62.6% | Reduced |
| Bell Bank | 11,071 | $722.9K | 0.09% | −1,508−12.0% | Reduced |
| Emerald Advisors, LLC | 11,366 | $728.2K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 11,164 | $729.0K | 0.24% | +53+0.5% | Added |
| Chronos Wealth Management, LLC | 11,491 | $750.4K | 0.39% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 11,499 | $750.9K | 0.11% | +600+5.5% | Added |
| Larson Financial Group LLC | 11,537 | $753.3K | 0.04% | +2,078+22.0% | Added |
| Aptus Capital Advisors, LLC | 11,649 | $760.7K | 0.01% | +1,008+9.5% | Added |
| Advisors Management Group Inc | 11,656 | $761.0K | 0.18% | +51+0.4% | Added |
| Koshinski Asset Management, Inc. | 11,664 | $761.6K | 0.07% | −2,731−19.0% | Reduced |
| Ethic Inc. | 14,862 | $798.8K | 0.02% | −3,302−18.2% | Reduced |
| GAMMA Investing LLC | 12,257 | $800.4K | 0.08% | +2,074+20.4% | Added |
| Dearborn Partners LLC | 12,266 | $801.0K | 0.03% | +144+1.2% | Added |
| Bailard, Inc. | 12,467 | $814.1K | 0.02% | +393+3.3% | Added |
| SG Americas Securities, LLC | 12,667 | $827.0K | 0.00% | −110,943−89.8% | Reduced |
| Prospera Financial Services Inc | 12,974 | $847.3K | 0.02% | +946+7.9% | Added |
| Park Avenue Securities LLC | 12,983 | $848.0K | 0.01% | −2,391−15.6% | Reduced |
| HighMark Wealth Management LLC | 13,028 | $850.7K | 0.47% | +1,527+13.3% | Added |
| Ashton Thomas Private Wealth, LLC | 13,028 | $850.7K | 0.05% | +9,782+301.4% | Added |
| Exchange Traded Concepts, LLC | 13,055 | $852.5K | 0.02% | −1,138−8.0% | Reduced |
| KLCM Advisors, Inc. | 13,200 | $862.0K | 0.10% | +261+2.0% | Added |
| Veriti Management LLC | 13,327 | $870.3K | 0.05% | +3,923+41.7% | Added |
| Aspen Wealth Strategies, LLC | 13,328 | $870.3K | 0.56% | −275−2.0% | Reduced |
| Sigma Planning Corp | 13,409 | $875.6K | 0.03% | −5,465−29.0% | Reduced |
| Mission Wealth Management, LP | 13,606 | $888.5K | 0.02% | −4,870−26.4% | Reduced |
| Vident Advisory, LLC | 13,655 | $891.7K | 0.02% | +4,928+56.5% | Added |
| Tiaa Trust, National Association | 13,667 | $892.5K | 0.00% | −4,612−25.2% | Reduced |
| CIBC Private Wealth Group, LLC | 13,818 | $902.3K | 0.00% | −161,135−92.1% | Reduced |
| Greenleaf Trust | 13,822 | $902.6K | 0.01% | +1,449+11.7% | Added |
| Tradewinds Capital Management, LLC | 13,987 | $913.4K | 0.24% | +133+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 14,094 | $920.3K | 0.05% | +998+7.6% | Added |
| Resources Investment Advisors, LLC. | 14,148 | $923.9K | 0.01% | +998+7.6% | Added |
| Nebula Research & Development LLC | 14,237 | $929.7K | 0.11% | −17,697−55.4% | Reduced |
| Coldstream Capital Management Inc | 14,367 | $940.2K | 0.02% | +675+4.9% | Added |
| Wolverine Trading, LLC | 14,575 | $941.1K | 0.02% | −4,043−21.7% | Reduced |
| WealthTrust Axiom LLC | 14,501 | $946.9K | 0.28% | −250−1.7% | Reduced |
| BKD Wealth Advisors, LLC | 14,551 | $950.2K | 0.02% | +105+0.7% | Added |
| United Services Automobile Association | 14,610 | $954.0K | 0.02% | −1,665−10.2% | Reduced |