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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 27,521 | $1.80M | 0.03% | −3,824−12.2% | Reduced |
| Harvest Fund Management Co., Ltd | 27,634 | $1.80M | 0.11% | +10,821+64.4% | Added |
| First Dallas Securities Inc. | 27,785 | $1.81M | 0.76% | −4,959−15.1% | Reduced |
| Pallas Capital Advisors LLC | 27,986 | $1.82M | 0.08% | +10,123+56.7% | Added |
| TownSquare Capital, LLC | 28,180 | $1.84M | 0.02% | +664+2.4% | Added |
| Oppenheimer & Co Inc | 28,328 | $1.85M | 0.03% | +6,225+28.2% | Added |
| Bokf, NA | 28,829 | $1.86M | 0.03% | −916−3.1% | Reduced |
| Apollon Wealth Management, LLC | 28,768 | $1.88M | 0.05% | +19,054+196.1% | Added |
| Epiq Partners, LLC | 28,872 | $1.89M | 1.04% | +10.0% | Added |
| Northwestern Mutual Wealth Management Co | 29,525 | $1.93M | 0.00% | +3,003+11.3% | Added |
| Baird Financial Group, Inc. | 29,565 | $1.93M | 0.00% | +1,299+4.6% | Added |
| Meeder Asset Management Inc | 29,602 | $1.93M | 0.13% | +26,439+835.9% | Added |
| MBB Public Markets I LLC | 29,961 | $1.96M | 0.17% | −19,226−39.1% | Reduced |
| Avantax Advisory Services, Inc. | 30,678 | $2.00M | 0.01% | +6,043+24.5% | Added |
| Securian Asset Management, Inc | 30,834 | $2.01M | 0.06% | −1,072−3.4% | Reduced |
| Savant Capital, LLC | 30,848 | $2.01M | 0.02% | −923−2.9% | Reduced |
| Strong Tower Advisory Services | 31,715 | $2.07M | 0.58% | +5,704+21.9% | Added |
| Maryland State Retirement & Pension System | 31,772 | $2.07M | 0.04% | −11,471−26.5% | Reduced |
| D.A. Davidson & Co. | 31,929 | $2.09M | 0.02% | −377−1.2% | Reduced |
| Sourcerock Group LLC | 32,689 | $2.13M | 0.17% | 00.0% | Unchanged |
| First National Advisers, LLC | 32,767 | $2.14M | 0.34% | +2,859+9.6% | Added |
| Colony Group, LLC | 32,982 | $2.15M | 0.01% | +21,044+176.3% | Added |
| Claro Advisors LLC | 33,364 | $2.18M | 0.28% | +6,263+23.1% | Added |
| Crossmark Global Holdings, Inc. | 34,068 | $2.22M | 0.04% | −1,180−3.3% | Reduced |
| Shell Asset Management Co | 34,186 | $2.23M | 0.10% | +34,186 | New |
| Siemens Fonds Invest GmbH | 34,210 | $2.23M | 0.18% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 34,933 | $2.28M | 0.20% | −426−1.2% | Reduced |
| AMF Pensionsforsakring AB | 34,960 | $2.28M | 0.02% | +22,701+185.2% | Added |
| Jarislowsky, Fraser Ltd | 35,000 | $2.29M | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 35,144 | $2.29M | 0.08% | −412−1.2% | Reduced |
| Fulton Bank, N.A. | 35,715 | $2.33M | 0.09% | +13,757+62.7% | Added |
| Mizuho Securities USA LLC | 36,151 | $2.36M | 0.05% | −6,695−15.6% | Reduced |
| Westpac Banking Corp | 36,699 | $2.40M | 0.16% | +2,521+7.4% | Added |
| Royal Fund Management, LLC | 36,836 | $2.41M | 0.17% | +18,144+97.1% | Added |
| Graham Capital Management, L.P. | 37,191 | $2.43M | 0.08% | −55,245−59.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 37,201 | $2.43M | 0.78% | −669−1.8% | Reduced |
| Swiss Life Asset Management Ltd | 37,249 | $2.43M | 0.03% | +5,191+16.2% | Added |
| Edgemoor Investment Advisors, Inc. | 37,423 | $2.44M | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 37,614 | $2.46M | 0.01% | −80.0% | Reduced |
| Sciencast Management LP | 37,901 | $2.47M | 0.73% | −6,724−15.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 38,773 | $2.53M | 0.00% | +38,773 | New |
| Kentucky Retirement Systems | 38,839 | $2.54M | 0.07% | −3,032−7.2% | Reduced |
| Algert Global LLC | 39,184 | $2.56M | 0.07% | +31,941+441.0% | Added |
| Wedbush Securities Inc | 39,248 | $2.56M | 0.10% | −7,878−16.7% | Reduced |
| Metis Global Partners, LLC | 39,828 | $2.60M | 0.08% | +5,450+15.9% | Added |
| UniSuper Management Pty Ltd | 40,772 | $2.66M | 0.02% | −45−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 41,009 | $2.68M | 0.01% | −25,825−38.6% | Reduced |
| Panagora Asset Management Inc | 41,232 | $2.69M | 0.01% | −38,978−48.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 41,449 | $2.71M | 0.02% | −2,251−5.2% | Reduced |
| Fifth Third Bancorp | 42,210 | $2.76M | 0.01% | +287+0.7% | Added |
| JustInvest LLC | 42,307 | $2.76M | 0.04% | +2,873+7.3% | Added |
| Boothbay Fund Management, LLC | 42,713 | $2.79M | 0.09% | +3,949+10.2% | Added |
| QRG Capital Management, Inc. | 42,862 | $2.80M | 0.03% | +3,054+7.7% | Added |
| Gulf International Bank (UK) Ltd | 43,496 | $2.84M | 0.07% | −1,943−4.3% | Reduced |
| Rakuten Investment Management, Inc. | 44,237 | $2.86M | 0.02% | +11,458+35.0% | Added |
| Ontario Teachers Pension Plan Board | 43,969 | $2.87M | 0.03% | −90,214−67.2% | Reduced |
| Ieq Capital, LLC | 46,855 | $3.06M | 0.04% | +22,690+93.9% | Added |
| Rockefeller Capital Management L.P. | 46,892 | $3.06M | 0.01% | −27,759−37.2% | Reduced |
| Cresset Asset Management, LLC | 46,748 | $3.07M | 0.01% | +7,834+20.1% | Added |
| KBC Group NV | 47,627 | $3.11M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 47,831 | $3.12M | 0.06% | +120+0.3% | Added |
| Kestra Advisory Services, LLC | 48,267 | $3.15M | 0.02% | −2,178−4.3% | Reduced |
| Bayesian Capital Management, LP | 49,200 | $3.21M | 0.38% | +21,444+77.3% | Added |
| Ameritas Investment Partners, Inc. | 50,078 | $3.27M | 0.11% | +2,514+5.3% | Added |
| Engineers Gate Manager LP | 50,668 | $3.31M | 0.06% | −147,923−74.5% | Reduced |
| Stiles Financial Services Inc | 50,789 | $3.32M | 1.17% | +1,085+2.2% | Added |
| TD Private Client Wealth LLC | 52,562 | $3.43M | 0.10% | −472−0.9% | Reduced |
| Simplex Trading, LLC | 52,891 | $3.45M | 0.12% | +21,905+70.7% | Added |
| Prudential PLC | 54,149 | $3.54M | 0.02% | −51,007−48.5% | Reduced |
| Morton Community Bank | 54,498 | $3.56M | 0.93% | +395+0.7% | Added |
| Meyer Handelman Co | 55,374 | $3.62M | 0.12% | −2,526−4.4% | Reduced |
| NEOS Investment Management LLC | 55,611 | $3.63M | 0.11% | +9,979+21.9% | Added |
| Public Employees Retirement Association of Colorado | 56,288 | $3.68M | 0.01% | −20,406−26.6% | Reduced |
| Headlands Technologies LLC | 56,771 | $3.71M | 0.43% | +19,339+51.7% | Added |
| iA Global Asset Management Inc. | 56,831 | $3.71M | 0.07% | +2,247+4.1% | Added |
| Bridge Creek Capital Management LLC | 58,147 | $3.80M | 1.14% | −245−0.4% | Reduced |
| BTG Pactual Asset Management US LLC | 59,481 | $3.88M | 0.57% | −48,136−44.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 59,573 | $3.89M | 0.01% | −1,594−2.6% | Reduced |
| AXA S.A. | 60,223 | $3.93M | 0.01% | +21,163+54.2% | Added |
| Moloney Securities Asset Management, LLC | 60,776 | $3.97M | 0.53% | −780−1.3% | Reduced |
| First Bank & Trust | 60,901 | $3.98M | 0.75% | +2,234+3.8% | Added |
| Nisa Investment Advisors, LLC | 61,535 | $4.05M | 0.02% | −3,686−5.7% | Reduced |
| Vestcor Inc | 62,645 | $4.09M | 0.13% | −6,167−9.0% | Reduced |
| Davenport & Co LLC | 62,966 | $4.11M | 0.02% | +1,383+2.2% | Added |
| Private Advisor Group, LLC | 63,142 | $4.12M | 0.03% | +2,490+4.1% | Added |
| State of Alaska, Department of Revenue | 64,815 | $4.23M | 0.04% | +4,395+7.3% | Added |
| O'Shaughnessy Asset Management, LLC | 67,264 | $4.24M | 0.04% | +7,505+12.6% | Added |
| GWM Advisors LLC | 65,952 | $4.31M | 0.03% | −5,900−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 66,710 | $4.35M | 0.08% | +39,381+144.1% | Added |
| Squarepoint Ops LLC | 67,951 | $4.44M | 0.01% | −16,612−19.6% | Reduced |
| MUFG Securities EMEA plc | 68,000 | $4.44M | 0.18% | +68,000 | New |
| Pacer Advisors, Inc. | 68,517 | $4.47M | 0.01% | +2,651+4.0% | Added |
| La Banque Postale Asset Management SA | 68,577 | $4.48M | 0.07% | −18,351−21.1% | Reduced |
| Mutual of America Capital Management LLC | 68,641 | $4.48M | 0.05% | −1,429−2.0% | Reduced |
| Employees Retirement System of Texas | 68,920 | $4.50M | 0.04% | +15,920+30.0% | Added |
| Nomura Holdings Inc | 69,039 | $4.51M | 0.03% | +69,039 | New |
| American Assets Investment Management, LLC | 70,000 | $4.57M | 0.40% | 00.0% | Unchanged |
| Agf Management Ltd | 70,648 | $4.61M | 0.02% | +27,443+63.5% | Added |
| Profund Advisors LLC | 70,934 | $4.63M | 0.18% | +171+0.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,254 | $4.65M | 0.05% | +163+0.2% | Added |