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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 71,443 | $4.66M | 0.01% | +8,552+13.6% | Added |
| CWM, LLC | 72,286 | $4.72M | 0.02% | +35,363+95.8% | Added |
| MML Investors Services, LLC | 72,365 | $4.72M | 0.02% | −1,090−1.5% | Reduced |
| Shelton Capital Management | 72,828 | $4.76M | 0.12% | −224−0.3% | Reduced |
| Bogart Wealth, LLC | 72,876 | $4.76M | 0.23% | −920−1.2% | Reduced |
| HRT Financial LP | 73,825 | $4.82M | 0.02% | −152,684−67.4% | Reduced |
| Louisiana State Employees Retirement System | 73,900 | $4.83M | 0.09% | −1,600−2.1% | Reduced |
| New York Life Investment Management LLC | 73,957 | $4.83M | 0.05% | −2,208−2.9% | Reduced |
| Pathstone Holdings, LLC | 75,673 | $4.94M | 0.02% | +6,620+9.6% | Added |
| Mediolanum International Funds Ltd | 78,425 | $5.06M | 0.07% | +4,675+6.3% | Added |
| First PREMIER Bank | 77,534 | $5.06M | 1.26% | −217−0.3% | Reduced |
| Bank of Nova Scotia | 78,344 | $5.12M | 0.01% | −174,068−69.0% | Reduced |
| Yousif Capital Management, LLC | 78,632 | $5.13M | 0.06% | −984−1.2% | Reduced |
| Atria Investments LLC | 80,548 | $5.26M | 0.07% | −161−0.2% | Reduced |
| HighTower Advisors, LLC | 80,863 | $5.28M | 0.01% | −22,863−22.0% | Reduced |
| Holocene Advisors, LP | 83,910 | $5.48M | 0.02% | +7,061+9.2% | Added |
| Wealthfront Advisers LLC | 84,858 | $5.54M | 0.02% | +44,078+108.1% | Added |
| Palisade Asset Management, LLC | 87,246 | $5.70M | 0.56% | −1,300−1.5% | Reduced |
| CIBC World Markets Corp | 87,815 | $5.73M | 0.04% | −24,011−21.5% | Reduced |
| Schroder Investment Management Group | 89,231 | $5.76M | 0.01% | −50,001−35.9% | Reduced |
| Quantinno Capital Management LP | 88,385 | $5.77M | 0.08% | +15,283+20.9% | Added |
| Credit Agricole S A | 89,357 | $5.84M | 0.03% | +20,441+29.7% | Added |
| Sanctuary Advisors, LLC | 82,826 | $5.91M | 0.04% | +18,489+28.7% | Added |
| Alaska Permanent Fund Corp | 90,714 | $5.92M | 0.09% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 93,013 | $5.95M | 0.01% | −106−0.1% | Reduced |
| Opus Investment Management Inc | 91,709 | $5.99M | 4.21% | 00.0% | Unchanged |
| Utah Retirement Systems | 91,898 | $6.00M | 0.07% | +300+0.3% | Added |
| Principal Street Partners, LLC | 92,177 | $6.01M | 0.98% | −27,733−23.1% | Reduced |
| British Columbia Investment Management Corp | 92,718 | $6.05M | 0.04% | −13,660−12.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 94,000 | $6.14M | 0.07% | +37,000+64.9% | Added |
| Xponance, Inc. | 94,284 | $6.16M | 0.06% | +19,603+26.2% | Added |
| Oliver Luxxe Assets LLC | 95,940 | $6.26M | 1.12% | +1,519+1.6% | Added |
| Public Sector Pension Investment Board | 97,398 | $6.36M | 0.03% | +3,200+3.4% | Added |
| Captrust Financial Advisors | 99,372 | $6.49M | 0.02% | +9,821+11.0% | Added |
| HGK Asset Management Inc | 102,243 | $6.68M | 1.24% | −14,844−12.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 103,534 | $6.76M | 0.02% | +9,470+10.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 105,979 | $6.92M | 0.02% | +54,967+107.8% | Added |
| Hennessy Advisors Inc | 109,299 | $7.14M | 0.23% | −4,300−3.8% | Reduced |
| Amalgamated Bank | 109,356 | $7.14M | 0.06% | −2,761−2.5% | Reduced |
| Abn Amro Investment Solutions | 110,900 | $7.24M | 0.13% | −21,000−15.9% | Reduced |
| Mariner, LLC | 111,218 | $7.26M | 0.01% | +1,184+1.1% | Added |
| Focus Financial Network, Inc. | 110,390 | $7.27M | 0.30% | +4,334+4.1% | Added |
| M&T Bank Corp | 111,342 | $7.27M | 0.02% | −14,718−11.7% | Reduced |
| Daiwa Securities Group Inc. | 112,057 | $7.32M | 0.03% | +490.0% | Added |
| Kempen Capital Management N.V. | 112,669 | $7.36M | 0.08% | +8,110+7.8% | Added |
| Jane Street Group, LLC | 112,840 | $7.37M | 0.01% | −246,291−68.6% | Reduced |
| BTC Capital Management, Inc. | 113,439 | $7.41M | 0.66% | +4,378+4.0% | Added |
| Czech National Bank | 113,568 | $7.42M | 0.07% | +7,686+7.3% | Added |
| Zions Bancorporation, N.A. | 118,886 | $7.76M | 0.57% | −2,835−2.3% | Reduced |
| Walleye Capital LLC | 119,228 | $7.79M | 0.08% | +90,855+320.2% | Added |
| First National Bank of Omaha | 120,512 | $7.87M | 0.50% | −2,457−2.0% | Reduced |
| Retirement Systems of Alabama | 121,122 | $7.91M | 0.03% | −1,445−1.2% | Reduced |
| Intact Investment Management Inc. | 121,550 | $7.94M | 0.26% | +9,400+8.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 123,185 | $8.04M | 0.01% | +10,881+9.7% | Added |
| Natixis Advisors, L.P. | 124,967 | $8.16M | 0.02% | +5,799+4.9% | Added |
| Janney Montgomery Scott LLC | 127,993 | $8.36M | 0.02% | +4,535+3.7% | Added |
| Dean Investment Associates, LLC | 130,572 | $8.53M | 1.15% | +37,930+40.9% | Added |
| Martingale Asset Management L P | 131,580 | $8.59M | 0.20% | −22,804−14.8% | Reduced |
| Assetmark, Inc | 139,430 | $9.10M | 0.03% | +11,604+9.1% | Added |
| Advisor Group Holdings, Inc. | 141,130 | $9.22M | 0.02% | +7,470+5.6% | Added |
| Cetera Investment Advisers | 144,256 | $9.42M | 0.02% | +683+0.5% | Added |
| MetLife Investment Management | 144,938 | $9.46M | 0.05% | −3,276−2.2% | Reduced |
| Empower Advisory Group, LLC | 145,015 | $9.47M | 0.03% | +1,328+0.9% | Added |
| State of Michigan Retirement System | 151,794 | $9.91M | 0.05% | −400−0.3% | Reduced |
| CI Private Wealth, LLC | 156,671 | $10.2M | 0.02% | +21,405+15.8% | Added |
| Van Eck Associates Corp | 159,783 | $10.3M | 0.01% | +8,934+5.9% | Added |
| Calamos Advisors LLC | 157,390 | $10.3M | 0.05% | −4,118−2.5% | Reduced |
| Verition Fund Management LLC | 158,004 | $10.3M | 0.07% | +94,080+147.2% | Added |
| Arizona State Retirement System | 159,189 | $10.4M | 0.07% | −1,845−1.1% | Reduced |
| IFM Investors Pty Ltd | 159,911 | $10.4M | 0.10% | −31,863−16.6% | Reduced |
| Comerica Bank | 161,070 | $10.5M | 0.04% | +14,159+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 161,857 | $10.6M | 0.02% | −5,082−3.0% | Reduced |
| Viking Fund Management LLC | 162,400 | $10.6M | 1.72% | +40,000+32.7% | Added |
| Forsta Ap-Fonden | 168,600 | $11.0M | 0.08% | +8,500+5.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 174,151 | $11.4M | 0.15% | −530.0% | Reduced |
| Corebridge Financial, Inc. | 174,865 | $11.4M | 0.06% | −4,102−2.3% | Reduced |
| USS Investment Management Ltd | 176,435 | $11.5M | 0.08% | +16,461+10.3% | Added |
| D. E. Shaw & Co., Inc. | 176,824 | $11.5M | 0.02% | +114,068+181.8% | Added |
| Commerce Bank | 176,983 | $11.6M | 0.07% | −7,890−4.3% | Reduced |
| Reinhart Partners, Inc. | 179,013 | $11.7M | 0.44% | −15,120−7.8% | Reduced |
| SIR Capital Management, L.P. | 179,500 | $11.7M | 1.14% | +179,500 | New |
| Standard Life Aberdeen plc | 180,593 | $11.8M | 0.02% | +33,752+23.0% | Added |
| Resona Asset Management Co.,Ltd. | 184,789 | $12.1M | 0.07% | −3,035−1.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 184,800 | $12.1M | 0.04% | −18,688−9.2% | Reduced |
| Nissay Asset Management Corp | 186,735 | $12.2M | 0.08% | +24,602+15.2% | Added |
| Guggenheim Capital LLC | 189,097 | $12.3M | 0.09% | +14,493+8.3% | Added |
| Nomura Asset Management Co Ltd | 189,954 | $12.4M | 0.04% | +12,477+7.0% | Added |
| Mackenzie Financial Corp | 190,211 | $12.4M | 0.02% | −27,308−12.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 196,612 | $12.7M | 0.06% | +61,369+45.4% | Added |
| Natixis | 195,053 | $12.7M | 0.08% | +180,805+1,269.0% | Added |
| Bruce & Co., Inc. | 196,000 | $12.8M | 3.72% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 196,179 | $12.8M | 0.03% | −6,721−3.3% | Reduced |
| Blue Chip Partners, Inc. | 198,596 | $13.0M | 1.13% | +198,596 | New |
| State of New Jersey Common Pension Fund D | 199,564 | $13.0M | 0.05% | +384+0.2% | Added |
| Mn Services Vermogensbeheer B.V. | 211,555 | $13.8M | 0.10% | −5,300−2.4% | Reduced |
| Zimmer Partners, LP | 212,500 | $13.9M | 0.26% | −2,813,625−93.0% | Reduced |
| Wedge Capital Management L L P | 218,716 | $14.3M | 0.25% | +218,716 | New |
| TD Asset Management Inc | 222,929 | $14.4M | 0.01% | +843+0.4% | Added |
| The PNC Financial Services Group, Inc. | 223,335 | $14.6M | 0.01% | −4,765−2.1% | Reduced |
| Kayne Anderson Capital Advisors LP | 224,082 | $14.6M | 0.37% | +32,489+17.0% | Added |