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 |
|---|---|---|---|---|---|
| Deerfield Management Company, L.P. (Series C) | 14,782 | $965.3K | 0.01% | +14,782 | New |
| Tokio Marine Asset Management Co Ltd | 14,836 | $968.8K | 0.04% | +511+3.6% | Added |
| Tudor Investment Corp Et Al | 15,224 | $994.1K | 0.01% | −245,189−94.2% | Reduced |
| Alberta Investment Management Corp | 15,300 | $999.1K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 15,300 | $999.1K | 0.46% | +6,900+82.1% | Added |
| GYL Financial Synergies, LLC | 15,314 | $1.00M | 0.08% | +549+3.7% | Added |
| Western Wealth Management, LLC | 15,338 | $1.00M | 0.06% | −1,545−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,449 | $1.01M | 0.01% | +1,301+9.2% | Added |
| Bessemer Group Inc | 15,484 | $1.01M | 0.00% | +72+0.5% | Added |
| Snowden Capital Advisors LLC | 15,838 | $1.04M | 0.03% | +53+0.3% | Added |
| Bond & Devick Financial Network, Inc. | 15,972 | $1.04M | 0.45% | +168+1.1% | Added |
| Dechtman Wealth Management, LLC | 15,998 | $1.04M | 0.21% | −737−4.4% | Reduced |
| Crestline Management, LP | 16,000 | $1.04M | 0.06% | +16,000 | New |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.06M | 0.13% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 16,308 | $1.06M | 0.02% | +16,308 | New |
| Great Waters Wealth Management | 16,315 | $1.07M | 0.14% | −413−2.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 16,319 | $1.07M | 0.03% | +3,935+31.8% | Added |
| Benjamin Edwards Inc | 16,422 | $1.07M | 0.02% | +16,388+48,200.0% | Added |
| Reuter James Wealth Management, LLC | 16,426 | $1.07M | 0.20% | +2,847+21.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,506 | $1.08M | 0.07% | −1,416−7.9% | Reduced |
| XTX Topco Ltd | 16,540 | $1.08M | 0.08% | +16,540 | New |
| Jump Financial, LLC | 16,551 | $1.08M | 0.02% | −228,374−93.2% | Reduced |
| Cypress Capital Group | 16,865 | $1.10M | 0.12% | −1,177−6.5% | Reduced |
| United Capital Financial Advisers, LLC | 17,010 | $1.11M | 0.01% | −613−3.5% | Reduced |
| Equitable Trust Co | 17,163 | $1.12M | 0.07% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 17,208 | $1.12M | 0.28% | +17,208 | New |
| Bryn Mawr Trust Co | 17,217 | $1.12M | 0.02% | +17,217 | New |
| Gallagher Fiduciary Advisors, LLC | 17,235 | $1.13M | 0.23% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 17,267 | $1.13M | 0.00% | −862−4.8% | Reduced |
| Congress Wealth Management LLC | 17,297 | $1.13M | 0.02% | +12,825+286.8% | Added |
| Principal Securities, Inc. | 17,318 | $1.13M | 0.03% | +486+2.9% | Added |
| Mattson Financial Services, LLC | 21,313 | $1.14M | 0.41% | −150−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 17,482 | $1.14M | 0.01% | +772+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,669 | $1.15M | 0.03% | −13−0.1% | Reduced |
| 17 Capital Partners, LLC | 17,810 | $1.16M | 0.76% | −454−2.5% | Reduced |
| Raymond James Trust N.A. | 18,367 | $1.20M | 0.03% | +317+1.8% | Added |
| Investment Management Corp of Ontario | 18,394 | $1.20M | 0.03% | +6,000+48.4% | Added |
| Toroso Investments, LLC | 18,540 | $1.21M | 0.01% | −8,011−30.2% | Reduced |
| AE Wealth Management LLC | 18,584 | $1.21M | 0.01% | −2,900−13.5% | Reduced |
| IHT Wealth Management, LLC | 18,588 | $1.21M | 0.03% | +3,769+25.4% | Added |
| Kovitz Investment Group Partners, LLC | 26,143 | $1.21M | 0.01% | +10,530+67.4% | Added |
| Icon Advisers Inc | 18,600 | $1.21M | 0.25% | +4,200+29.2% | Added |
| Edgestream Partners, L.P. | 18,670 | $1.22M | 0.05% | +18,670 | New |
| Empirical Finance, LLC | 18,802 | $1.23M | 0.07% | +407+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,859 | $1.23M | 0.01% | +140+0.7% | Added |
| Brinker Capital Investments, LLC | 19,056 | $1.24M | 0.01% | −692−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 19,056 | $1.24M | 0.01% | −692−3.5% | Reduced |
| Harbour Investments, Inc. | 19,095 | $1.25M | 0.04% | +978+5.4% | Added |
| Huntington National Bank | 19,113 | $1.25M | 0.01% | +862+4.7% | Added |
| South Dakota Investment Council | 19,141 | $1.25M | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 19,231 | $1.26M | 0.01% | 00.0% | Unchanged |
| First Western Trust Bank | 19,621 | $1.28M | 0.06% | +916+4.9% | Added |
| Glenmede Trust Co NA | 19,634 | $1.28M | 0.01% | −45−0.2% | Reduced |
| Keybank National Association | 19,704 | $1.29M | 0.00% | −881−4.3% | Reduced |
| DeDora Capital, Inc. | 19,730 | $1.29M | 0.36% | +331+1.7% | Added |
| Schonfeld Strategic Advisors LLC | 19,904 | $1.30M | 0.01% | −117,643−85.5% | Reduced |
| Great Valley Advisor Group, Inc. | 19,982 | $1.30M | 0.03% | +383+2.0% | Added |
| NorthRock Partners, LLC | 20,010 | $1.32M | 0.04% | −120−0.6% | Reduced |
| White Pine Capital LLC | 20,450 | $1.34M | 0.46% | +650+3.3% | Added |
| Oppenheimer Asset Management Inc. | 20,503 | $1.34M | 0.02% | +1,050+5.4% | Added |
| HighPoint Advisor Group LLC | 20,138 | $1.34M | 0.08% | +104+0.5% | Added |
| Accredited Investors Inc. | 20,825 | $1.36M | 0.08% | −376−1.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 20,843 | $1.36M | 0.05% | −220−1.0% | Reduced |
| Sterling Capital Management LLC | 21,338 | $1.39M | 0.02% | +21,338 | New |
| Hennion & Walsh Asset Management, Inc. | 21,430 | $1.40M | 0.07% | −9,148−29.9% | Reduced |
| Bleakley Financial Group, LLC | 21,565 | $1.41M | 0.04% | −1,442−6.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,635 | $1.41M | 0.01% | +1,704+8.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 21,635 | $1.41M | 0.01% | +21,635 | New |
| Valtinson Bruner Financial Planning LLC | 21,805 | $1.42M | 0.50% | +112+0.5% | Added |
| Geneos Wealth Management Inc. | 21,809 | $1.42M | 0.05% | +940+4.5% | Added |
| Verdence Capital Advisors LLC | 21,821 | $1.42M | 0.11% | +633+3.0% | Added |
| Gsa Capital Partners LLP | 21,979 | $1.44M | 0.11% | +13,386+155.8% | Added |
| Summit Trail Advisors, LLC | 21,942 | $1.44M | 0.04% | +90+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,319 | $1.46M | 0.68% | +2,081+10.3% | Added |
| RSM US Wealth Management LLC | 22,429 | $1.47M | 0.02% | −130−0.6% | Reduced |
| AdvisorNet Financial, Inc | 22,604 | $1.48M | 0.11% | −369−1.6% | Reduced |
| Dakota Wealth Management | 22,979 | $1.50M | 0.03% | +205+0.9% | Added |
| Dean Capital Management | 22,998 | $1.50M | 0.64% | +22,998 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,076 | $1.51M | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 23,690 | $1.55M | 0.01% | +16,230+217.6% | Added |
| Tradition Wealth Management, LLC | 23,717 | $1.55M | 0.14% | +1,536+6.9% | Added |
| Teza Capital Management LLC | 23,798 | $1.55M | 0.17% | −68,841−74.3% | Reduced |
| Wealth Alliance | 24,123 | $1.58M | 0.19% | +29+0.1% | Added |
| Quotient Wealth Partners, LLC | 24,377 | $1.59M | 0.05% | +435+1.8% | Added |
| Machina Capital S.A.S. | 24,521 | $1.60M | 0.64% | +2,897+13.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,910 | $1.63M | 0.04% | −130,000−83.9% | Reduced |
| Raleigh Capital Management Inc. | 25,110 | $1.64M | 0.63% | +4,760+23.4% | Added |
| Central Bank & Trust Co | 25,618 | $1.67M | 0.23% | −594−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 25,869 | $1.69M | 0.02% | −1,933−7.0% | Reduced |
| DRW Securities, LLC | 26,068 | $1.70M | 0.09% | +26,068 | New |
| Norinchukin Bank, The | 26,273 | $1.72M | 0.04% | +2,888+12.3% | Added |
| Procyon Private Wealth Partners, LLC | 26,772 | $1.75M | 0.12% | +276+1.0% | Added |
| Berger Financial Group, Inc | 26,802 | $1.75M | 0.13% | +340+1.3% | Added |
| Resolution Capital Ltd | 26,841 | $1.75M | 0.03% | +5,461+25.5% | Added |
| Blackhawk Capital Partners LLC. | 26,901 | $1.76M | 0.94% | −35−0.1% | Reduced |
| Aigen Investment Management, LP | 27,015 | $1.76M | 0.35% | +21,443+384.8% | Added |
| New Mexico Educational Retirement Board | 27,178 | $1.77M | 0.06% | −600−2.2% | Reduced |
| Commerzbank Aktiengesellschaft | 27,210 | $1.78M | 0.05% | −4,638−14.6% | Reduced |
| M&G Plc | 27,368 | $1.78M | 0.01% | −2,190−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 27,488 | $1.79M | 0.05% | −69,726−71.7% | Reduced |