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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 97,398 | $6.36M | 0.03% | +3,200+3.4% | Added |
| Oliver Luxxe Assets LLC | 95,940 | $6.26M | 1.12% | +1,519+1.6% | Added |
| Xponance, Inc. | 94,284 | $6.16M | 0.06% | +19,603+26.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 94,000 | $6.14M | 0.07% | +37,000+64.9% | Added |
| British Columbia Investment Management Corp | 92,718 | $6.05M | 0.04% | −13,660−12.8% | Reduced |
| Principal Street Partners, LLC | 92,177 | $6.01M | 0.98% | −27,733−23.1% | Reduced |
| Utah Retirement Systems | 91,898 | $6.00M | 0.07% | +300+0.3% | Added |
| Opus Investment Management Inc | 91,709 | $5.99M | 4.21% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 93,013 | $5.95M | 0.01% | −106−0.1% | Reduced |
| Alaska Permanent Fund Corp | 90,714 | $5.92M | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 82,826 | $5.91M | 0.04% | +18,489+28.7% | Added |
| Credit Agricole S A | 89,357 | $5.84M | 0.03% | +20,441+29.7% | Added |
| Quantinno Capital Management LP | 88,385 | $5.77M | 0.08% | +15,283+20.9% | Added |
| Schroder Investment Management Group | 89,231 | $5.76M | 0.01% | −50,001−35.9% | Reduced |
| CIBC World Markets Corp | 87,815 | $5.73M | 0.04% | −24,011−21.5% | Reduced |
| Palisade Asset Management, LLC | 87,246 | $5.70M | 0.56% | −1,300−1.5% | Reduced |
| Wealthfront Advisers LLC | 84,858 | $5.54M | 0.02% | +44,078+108.1% | Added |
| Holocene Advisors, LP | 83,910 | $5.48M | 0.02% | +7,061+9.2% | Added |
| HighTower Advisors, LLC | 80,863 | $5.28M | 0.01% | −22,863−22.0% | Reduced |
| Atria Investments LLC | 80,548 | $5.26M | 0.07% | −161−0.2% | Reduced |
| Yousif Capital Management, LLC | 78,632 | $5.13M | 0.06% | −984−1.2% | Reduced |
| Bank of Nova Scotia | 78,344 | $5.12M | 0.01% | −174,068−69.0% | Reduced |
| First PREMIER Bank | 77,534 | $5.06M | 1.26% | −217−0.3% | Reduced |
| Mediolanum International Funds Ltd | 78,425 | $5.06M | 0.07% | +4,675+6.3% | Added |
| Pathstone Holdings, LLC | 75,673 | $4.94M | 0.02% | +6,620+9.6% | Added |
| New York Life Investment Management LLC | 73,957 | $4.83M | 0.05% | −2,208−2.9% | Reduced |
| Louisiana State Employees Retirement System | 73,900 | $4.83M | 0.09% | −1,600−2.1% | Reduced |
| HRT Financial LP | 73,825 | $4.82M | 0.02% | −152,684−67.4% | Reduced |
| Bogart Wealth, LLC | 72,876 | $4.76M | 0.23% | −920−1.2% | Reduced |
| Shelton Capital Management | 72,828 | $4.76M | 0.12% | −224−0.3% | Reduced |
| MML Investors Services, LLC | 72,365 | $4.72M | 0.02% | −1,090−1.5% | Reduced |
| CWM, LLC | 72,286 | $4.72M | 0.02% | +35,363+95.8% | Added |
| Mercer Global Advisors Inc | 71,443 | $4.66M | 0.01% | +8,552+13.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 71,254 | $4.65M | 0.05% | +163+0.2% | Added |
| Profund Advisors LLC | 70,934 | $4.63M | 0.18% | +171+0.2% | Added |
| Agf Management Ltd | 70,648 | $4.61M | 0.02% | +27,443+63.5% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.57M | 0.40% | 00.0% | Unchanged |
| Nomura Holdings Inc | 69,039 | $4.51M | 0.03% | +69,039 | New |
| Employees Retirement System of Texas | 68,920 | $4.50M | 0.04% | +15,920+30.0% | Added |
| Mutual of America Capital Management LLC | 68,641 | $4.48M | 0.05% | −1,429−2.0% | Reduced |
| La Banque Postale Asset Management SA | 68,577 | $4.48M | 0.07% | −18,351−21.1% | Reduced |
| Pacer Advisors, Inc. | 68,517 | $4.47M | 0.01% | +2,651+4.0% | Added |
| MUFG Securities EMEA plc | 68,000 | $4.44M | 0.18% | +68,000 | New |
| Squarepoint Ops LLC | 67,951 | $4.44M | 0.01% | −16,612−19.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 66,710 | $4.35M | 0.08% | +39,381+144.1% | Added |
| GWM Advisors LLC | 65,952 | $4.31M | 0.03% | −5,900−8.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 67,264 | $4.24M | 0.04% | +7,505+12.6% | Added |
| State of Alaska, Department of Revenue | 64,815 | $4.23M | 0.04% | +4,395+7.3% | Added |
| Private Advisor Group, LLC | 63,142 | $4.12M | 0.03% | +2,490+4.1% | Added |
| Davenport & Co LLC | 62,966 | $4.11M | 0.02% | +1,383+2.2% | Added |
| Vestcor Inc | 62,645 | $4.09M | 0.13% | −6,167−9.0% | Reduced |
| Nisa Investment Advisors, LLC | 61,535 | $4.05M | 0.02% | −3,686−5.7% | Reduced |
| First Bank & Trust | 60,901 | $3.98M | 0.75% | +2,234+3.8% | Added |
| Moloney Securities Asset Management, LLC | 60,776 | $3.97M | 0.53% | −780−1.3% | Reduced |
| AXA S.A. | 60,223 | $3.93M | 0.01% | +21,163+54.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 59,573 | $3.89M | 0.01% | −1,594−2.6% | Reduced |
| BTG Pactual Asset Management US LLC | 59,481 | $3.88M | 0.57% | −48,136−44.7% | Reduced |
| Bridge Creek Capital Management LLC | 58,147 | $3.80M | 1.14% | −245−0.4% | Reduced |
| iA Global Asset Management Inc. | 56,831 | $3.71M | 0.07% | +2,247+4.1% | Added |
| Headlands Technologies LLC | 56,771 | $3.71M | 0.43% | +19,339+51.7% | Added |
| Public Employees Retirement Association of Colorado | 56,288 | $3.68M | 0.01% | −20,406−26.6% | Reduced |
| NEOS Investment Management LLC | 55,611 | $3.63M | 0.11% | +9,979+21.9% | Added |
| Meyer Handelman Co | 55,374 | $3.62M | 0.12% | −2,526−4.4% | Reduced |
| Morton Community Bank | 54,498 | $3.56M | 0.93% | +395+0.7% | Added |
| Prudential PLC | 54,149 | $3.54M | 0.02% | −51,007−48.5% | Reduced |
| Simplex Trading, LLC | 52,891 | $3.45M | 0.12% | +21,905+70.7% | Added |
| TD Private Client Wealth LLC | 52,562 | $3.43M | 0.10% | −472−0.9% | Reduced |
| Stiles Financial Services Inc | 50,789 | $3.32M | 1.17% | +1,085+2.2% | Added |
| Engineers Gate Manager LP | 50,668 | $3.31M | 0.06% | −147,923−74.5% | Reduced |
| Ameritas Investment Partners, Inc. | 50,078 | $3.27M | 0.11% | +2,514+5.3% | Added |
| Bayesian Capital Management, LP | 49,200 | $3.21M | 0.38% | +21,444+77.3% | Added |
| Kestra Advisory Services, LLC | 48,267 | $3.15M | 0.02% | −2,178−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 47,831 | $3.12M | 0.06% | +120+0.3% | Added |
| KBC Group NV | 47,627 | $3.11M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 46,748 | $3.07M | 0.01% | +7,834+20.1% | Added |
| Rockefeller Capital Management L.P. | 46,892 | $3.06M | 0.01% | −27,759−37.2% | Reduced |
| Ieq Capital, LLC | 46,855 | $3.06M | 0.04% | +22,690+93.9% | Added |
| Ontario Teachers Pension Plan Board | 43,969 | $2.87M | 0.03% | −90,214−67.2% | Reduced |
| Rakuten Investment Management, Inc. | 44,237 | $2.86M | 0.02% | +11,458+35.0% | Added |
| Gulf International Bank (UK) Ltd | 43,496 | $2.84M | 0.07% | −1,943−4.3% | Reduced |
| QRG Capital Management, Inc. | 42,862 | $2.80M | 0.03% | +3,054+7.7% | Added |
| Boothbay Fund Management, LLC | 42,713 | $2.79M | 0.09% | +3,949+10.2% | Added |
| JustInvest LLC | 42,307 | $2.76M | 0.04% | +2,873+7.3% | Added |
| Fifth Third Bancorp | 42,210 | $2.76M | 0.01% | +287+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 41,449 | $2.71M | 0.02% | −2,251−5.2% | Reduced |
| Panagora Asset Management Inc | 41,232 | $2.69M | 0.01% | −38,978−48.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 41,009 | $2.68M | 0.01% | −25,825−38.6% | Reduced |
| UniSuper Management Pty Ltd | 40,772 | $2.66M | 0.02% | −45−0.1% | Reduced |
| Metis Global Partners, LLC | 39,828 | $2.60M | 0.08% | +5,450+15.9% | Added |
| Wedbush Securities Inc | 39,248 | $2.56M | 0.10% | −7,878−16.7% | Reduced |
| Algert Global LLC | 39,184 | $2.56M | 0.07% | +31,941+441.0% | Added |
| Kentucky Retirement Systems | 38,839 | $2.54M | 0.07% | −3,032−7.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 38,773 | $2.53M | 0.00% | +38,773 | New |
| Sciencast Management LP | 37,901 | $2.47M | 0.73% | −6,724−15.1% | Reduced |
| Blair William & Co | 37,614 | $2.46M | 0.01% | −80.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 37,423 | $2.44M | 0.21% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 37,249 | $2.43M | 0.03% | +5,191+16.2% | Added |
| Proquility Private Wealth Partners, LLC | 37,201 | $2.43M | 0.78% | −669−1.8% | Reduced |
| Graham Capital Management, L.P. | 37,191 | $2.43M | 0.08% | −55,245−59.8% | Reduced |
| Royal Fund Management, LLC | 36,836 | $2.41M | 0.17% | +18,144+97.1% | Added |