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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 360,275 | $23.5M | 0.03% | −244,872−40.5% | Reduced |
| US Bancorp | 348,852 | $22.8M | 0.03% | −15,272−4.2% | Reduced |
| Toronto Dominion Bank | 336,265 | $22.0M | 0.04% | +55,018+19.6% | Added |
| Teilinger Capital Ltd. | 325,000 | $21.2M | 12.72% | −275,000−45.8% | Reduced |
| HITE Hedge Asset Management LLC | 317,117 | $20.7M | 2.38% | +252,793+393.0% | Added |
| Great West Life Assurance Co | 315,489 | $20.6M | 0.04% | +13,803+4.6% | Added |
| Man Group plc | 315,494 | $20.6M | 0.06% | −2,507,070−88.8% | Reduced |
| Associated Banc-Corp | 308,943 | $20.2M | 0.59% | +13,352+4.5% | Added |
| Trexquant Investment LP | 306,571 | $20.0M | 0.25% | +90,582+41.9% | Added |
| Teacher Retirement System of Texas | 300,815 | $19.6M | 0.09% | +76,386+34.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 300,109 | $19.6M | 0.06% | −5,062−1.7% | Reduced |
| Allworth Financial LP | 288,856 | $18.9M | 0.11% | −22,603−7.3% | Reduced |
| Creative Planning | 286,755 | $18.7M | 0.02% | +4,136+1.5% | Added |
| Cerity Partners LLC | 272,761 | $17.8M | 0.04% | +120,685+79.4% | Added |
| Reaves W H & Co Inc | 269,500 | $17.6M | 0.48% | −166,776−38.2% | Reduced |
| Two Sigma Advisers, LP | 265,900 | $17.4M | 0.04% | −129,100−32.7% | Reduced |
| Susquehanna International Group, LLP | 263,161 | $17.2M | 0.03% | +72,476+38.0% | Added |
| Ensign Peak Advisors, Inc | 261,871 | $17.1M | 0.03% | −2,215−0.8% | Reduced |
| New York State Common Retirement Fund | 250,598 | $16.4M | 0.02% | −66,400−20.9% | Reduced |
| Public Employees Retirement System of Ohio | 247,997 | $16.2M | 0.07% | +28,508+13.0% | Added |
| Rafferty Asset Management, LLC | 247,251 | $16.1M | 0.06% | −45,825−15.6% | Reduced |
| CIBC Asset Management Inc | 241,246 | $15.8M | 0.05% | +10,533+4.6% | Added |
| Beck Bode, LLC | 233,427 | $15.2M | 2.87% | +233,427 | New |
| Commonwealth Equity Services, LLC | 233,422 | $15.2M | 0.02% | +10,661+4.8% | Added |
| Voya Investment Management LLC | 233,410 | $15.2M | 0.02% | +8,402+3.7% | Added |
| Illinois Municipal Retirement Fund | 233,288 | $15.2M | 0.22% | +51,975+28.7% | Added |
| Truist Financial Corp | 232,290 | $15.2M | 0.02% | +1,529+0.7% | Added |
| ING Groep NV | 231,482 | $15.1M | 0.09% | +106,326+85.0% | Added |
| Los Angeles Capital Management LLC | 231,416 | $15.1M | 0.06% | −675,614−74.5% | Reduced |
| Intech Investment Management LLC | 230,151 | $15.0M | 0.17% | −72,805−24.0% | Reduced |
| Gradient Investments LLC | 230,069 | $15.0M | 0.31% | −49,387−17.7% | Reduced |
| Asset Management One Co.,Ltd. | 229,937 | $15.0M | 0.05% | +4,661+2.1% | Added |
| State of Tennessee, Treasury Department | 224,154 | $14.6M | 0.05% | +109,090+94.8% | Added |
| Kayne Anderson Capital Advisors LP | 224,082 | $14.6M | 0.37% | +32,489+17.0% | Added |
| The PNC Financial Services Group, Inc. | 223,335 | $14.6M | 0.01% | −4,765−2.1% | Reduced |
| TD Asset Management Inc | 222,929 | $14.4M | 0.01% | +843+0.4% | Added |
| Wedge Capital Management L L P | 218,716 | $14.3M | 0.25% | +218,716 | New |
| Zimmer Partners, LP | 212,500 | $13.9M | 0.26% | −2,813,625−93.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 211,555 | $13.8M | 0.10% | −5,300−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 199,564 | $13.0M | 0.05% | +384+0.2% | Added |
| Blue Chip Partners, Inc. | 198,596 | $13.0M | 1.13% | +198,596 | New |
| Balyasny Asset Management LLC | 196,179 | $12.8M | 0.03% | −6,721−3.3% | Reduced |
| Bruce & Co., Inc. | 196,000 | $12.8M | 3.72% | 00.0% | Unchanged |
| Natixis | 195,053 | $12.7M | 0.08% | +180,805+1,269.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 196,612 | $12.7M | 0.06% | +61,369+45.4% | Added |
| Mackenzie Financial Corp | 190,211 | $12.4M | 0.02% | −27,308−12.6% | Reduced |
| Nomura Asset Management Co Ltd | 189,954 | $12.4M | 0.04% | +12,477+7.0% | Added |
| Guggenheim Capital LLC | 189,097 | $12.3M | 0.09% | +14,493+8.3% | Added |
| Nissay Asset Management Corp | 186,735 | $12.2M | 0.08% | +24,602+15.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 184,800 | $12.1M | 0.04% | −18,688−9.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 184,789 | $12.1M | 0.07% | −3,035−1.6% | Reduced |
| Standard Life Aberdeen plc | 180,593 | $11.8M | 0.02% | +33,752+23.0% | Added |
| SIR Capital Management, L.P. | 179,500 | $11.7M | 1.14% | +179,500 | New |
| Reinhart Partners, Inc. | 179,013 | $11.7M | 0.44% | −15,120−7.8% | Reduced |
| Commerce Bank | 176,983 | $11.6M | 0.07% | −7,890−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 176,824 | $11.5M | 0.02% | +114,068+181.8% | Added |
| USS Investment Management Ltd | 176,435 | $11.5M | 0.08% | +16,461+10.3% | Added |
| Corebridge Financial, Inc. | 174,865 | $11.4M | 0.06% | −4,102−2.3% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 174,151 | $11.4M | 0.15% | −530.0% | Reduced |
| Forsta Ap-Fonden | 168,600 | $11.0M | 0.08% | +8,500+5.3% | Added |
| Viking Fund Management LLC | 162,400 | $10.6M | 1.72% | +40,000+32.7% | Added |
| Allspring Global Investments Holdings, LLC | 161,857 | $10.6M | 0.02% | −5,082−3.0% | Reduced |
| Comerica Bank | 161,070 | $10.5M | 0.04% | +14,159+9.6% | Added |
| IFM Investors Pty Ltd | 159,911 | $10.4M | 0.10% | −31,863−16.6% | Reduced |
| Arizona State Retirement System | 159,189 | $10.4M | 0.07% | −1,845−1.1% | Reduced |
| Verition Fund Management LLC | 158,004 | $10.3M | 0.07% | +94,080+147.2% | Added |
| Calamos Advisors LLC | 157,390 | $10.3M | 0.05% | −4,118−2.5% | Reduced |
| Van Eck Associates Corp | 159,783 | $10.3M | 0.01% | +8,934+5.9% | Added |
| CI Private Wealth, LLC | 156,671 | $10.2M | 0.02% | +21,405+15.8% | Added |
| State of Michigan Retirement System | 151,794 | $9.91M | 0.05% | −400−0.3% | Reduced |
| Empower Advisory Group, LLC | 145,015 | $9.47M | 0.03% | +1,328+0.9% | Added |
| MetLife Investment Management | 144,938 | $9.46M | 0.05% | −3,276−2.2% | Reduced |
| Cetera Investment Advisers | 144,256 | $9.42M | 0.02% | +683+0.5% | Added |
| Advisor Group Holdings, Inc. | 141,130 | $9.22M | 0.02% | +7,470+5.6% | Added |
| Assetmark, Inc | 139,430 | $9.10M | 0.03% | +11,604+9.1% | Added |
| Martingale Asset Management L P | 131,580 | $8.59M | 0.20% | −22,804−14.8% | Reduced |
| Dean Investment Associates, LLC | 130,572 | $8.53M | 1.15% | +37,930+40.9% | Added |
| Janney Montgomery Scott LLC | 127,993 | $8.36M | 0.02% | +4,535+3.7% | Added |
| Natixis Advisors, L.P. | 124,967 | $8.16M | 0.02% | +5,799+4.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 123,185 | $8.04M | 0.01% | +10,881+9.7% | Added |
| Intact Investment Management Inc. | 121,550 | $7.94M | 0.26% | +9,400+8.4% | Added |
| Retirement Systems of Alabama | 121,122 | $7.91M | 0.03% | −1,445−1.2% | Reduced |
| First National Bank of Omaha | 120,512 | $7.87M | 0.50% | −2,457−2.0% | Reduced |
| Walleye Capital LLC | 119,228 | $7.79M | 0.08% | +90,855+320.2% | Added |
| Zions Bancorporation, N.A. | 118,886 | $7.76M | 0.57% | −2,835−2.3% | Reduced |
| Czech National Bank | 113,568 | $7.42M | 0.07% | +7,686+7.3% | Added |
| BTC Capital Management, Inc. | 113,439 | $7.41M | 0.66% | +4,378+4.0% | Added |
| Jane Street Group, LLC | 112,840 | $7.37M | 0.01% | −246,291−68.6% | Reduced |
| Kempen Capital Management N.V. | 112,669 | $7.36M | 0.08% | +8,110+7.8% | Added |
| Daiwa Securities Group Inc. | 112,057 | $7.32M | 0.03% | +490.0% | Added |
| M&T Bank Corp | 111,342 | $7.27M | 0.02% | −14,718−11.7% | Reduced |
| Focus Financial Network, Inc. | 110,390 | $7.27M | 0.30% | +4,334+4.1% | Added |
| Mariner, LLC | 111,218 | $7.26M | 0.01% | +1,184+1.1% | Added |
| Abn Amro Investment Solutions | 110,900 | $7.24M | 0.13% | −21,000−15.9% | Reduced |
| Amalgamated Bank | 109,356 | $7.14M | 0.06% | −2,761−2.5% | Reduced |
| Hennessy Advisors Inc | 109,299 | $7.14M | 0.23% | −4,300−3.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 105,979 | $6.92M | 0.02% | +54,967+107.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 103,534 | $6.76M | 0.02% | +9,470+10.1% | Added |
| HGK Asset Management Inc | 102,243 | $6.68M | 1.24% | −14,844−12.7% | Reduced |
| Captrust Financial Advisors | 99,372 | $6.49M | 0.02% | +9,821+11.0% | Added |