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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 36,699 | $2.40M | 0.16% | +2,521+7.4% | Added |
| Mizuho Securities USA LLC | 36,151 | $2.36M | 0.05% | −6,695−15.6% | Reduced |
| Fulton Bank, N.A. | 35,715 | $2.33M | 0.09% | +13,757+62.7% | Added |
| Hartford Investment Management Co | 35,144 | $2.29M | 0.08% | −412−1.2% | Reduced |
| Jarislowsky, Fraser Ltd | 35,000 | $2.29M | 0.01% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 34,960 | $2.28M | 0.02% | +22,701+185.2% | Added |
| ARS Investment Partners, LLC | 34,933 | $2.28M | 0.20% | −426−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 34,210 | $2.23M | 0.18% | 00.0% | Unchanged |
| Shell Asset Management Co | 34,186 | $2.23M | 0.10% | +34,186 | New |
| Crossmark Global Holdings, Inc. | 34,068 | $2.22M | 0.04% | −1,180−3.3% | Reduced |
| Claro Advisors LLC | 33,364 | $2.18M | 0.28% | +6,263+23.1% | Added |
| Colony Group, LLC | 32,982 | $2.15M | 0.01% | +21,044+176.3% | Added |
| First National Advisers, LLC | 32,767 | $2.14M | 0.34% | +2,859+9.6% | Added |
| Sourcerock Group LLC | 32,689 | $2.13M | 0.17% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 31,929 | $2.09M | 0.02% | −377−1.2% | Reduced |
| Maryland State Retirement & Pension System | 31,772 | $2.07M | 0.04% | −11,471−26.5% | Reduced |
| Strong Tower Advisory Services | 31,715 | $2.07M | 0.58% | +5,704+21.9% | Added |
| Savant Capital, LLC | 30,848 | $2.01M | 0.02% | −923−2.9% | Reduced |
| Securian Asset Management, Inc | 30,834 | $2.01M | 0.06% | −1,072−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 30,678 | $2.00M | 0.01% | +6,043+24.5% | Added |
| MBB Public Markets I LLC | 29,961 | $1.96M | 0.17% | −19,226−39.1% | Reduced |
| Meeder Asset Management Inc | 29,602 | $1.93M | 0.13% | +26,439+835.9% | Added |
| Baird Financial Group, Inc. | 29,565 | $1.93M | 0.00% | +1,299+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 29,525 | $1.93M | 0.00% | +3,003+11.3% | Added |
| Epiq Partners, LLC | 28,872 | $1.89M | 1.04% | +10.0% | Added |
| Apollon Wealth Management, LLC | 28,768 | $1.88M | 0.05% | +19,054+196.1% | Added |
| Bokf, NA | 28,829 | $1.86M | 0.03% | −916−3.1% | Reduced |
| Oppenheimer & Co Inc | 28,328 | $1.85M | 0.03% | +6,225+28.2% | Added |
| TownSquare Capital, LLC | 28,180 | $1.84M | 0.02% | +664+2.4% | Added |
| Pallas Capital Advisors LLC | 27,986 | $1.82M | 0.08% | +10,123+56.7% | Added |
| First Dallas Securities Inc. | 27,785 | $1.81M | 0.76% | −4,959−15.1% | Reduced |
| Harvest Fund Management Co., Ltd | 27,634 | $1.80M | 0.11% | +10,821+64.4% | Added |
| Advisors Asset Management, Inc. | 27,521 | $1.80M | 0.03% | −3,824−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 27,488 | $1.79M | 0.05% | −69,726−71.7% | Reduced |
| M&G Plc | 27,368 | $1.78M | 0.01% | −2,190−7.4% | Reduced |
| Commerzbank Aktiengesellschaft | 27,210 | $1.78M | 0.05% | −4,638−14.6% | Reduced |
| New Mexico Educational Retirement Board | 27,178 | $1.77M | 0.06% | −600−2.2% | Reduced |
| Aigen Investment Management, LP | 27,015 | $1.76M | 0.35% | +21,443+384.8% | Added |
| Blackhawk Capital Partners LLC. | 26,901 | $1.76M | 0.94% | −35−0.1% | Reduced |
| Resolution Capital Ltd | 26,841 | $1.75M | 0.03% | +5,461+25.5% | Added |
| Berger Financial Group, Inc | 26,802 | $1.75M | 0.13% | +340+1.3% | Added |
| Procyon Private Wealth Partners, LLC | 26,772 | $1.75M | 0.12% | +276+1.0% | Added |
| Norinchukin Bank, The | 26,273 | $1.72M | 0.04% | +2,888+12.3% | Added |
| DRW Securities, LLC | 26,068 | $1.70M | 0.09% | +26,068 | New |
| Beacon Pointe Advisors, LLC | 25,869 | $1.69M | 0.02% | −1,933−7.0% | Reduced |
| Central Bank & Trust Co | 25,618 | $1.67M | 0.23% | −594−2.3% | Reduced |
| Raleigh Capital Management Inc. | 25,110 | $1.64M | 0.63% | +4,760+23.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,910 | $1.63M | 0.04% | −130,000−83.9% | Reduced |
| Machina Capital S.A.S. | 24,521 | $1.60M | 0.64% | +2,897+13.4% | Added |
| Quotient Wealth Partners, LLC | 24,377 | $1.59M | 0.05% | +435+1.8% | Added |
| Wealth Alliance | 24,123 | $1.58M | 0.19% | +29+0.1% | Added |
| Teza Capital Management LLC | 23,798 | $1.55M | 0.17% | −68,841−74.3% | Reduced |
| Tradition Wealth Management, LLC | 23,717 | $1.55M | 0.14% | +1,536+6.9% | Added |
| Lido Advisors, LLC | 23,690 | $1.55M | 0.01% | +16,230+217.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,076 | $1.51M | 0.00% | 00.0% | Unchanged |
| Dean Capital Management | 22,998 | $1.50M | 0.64% | +22,998 | New |
| Dakota Wealth Management | 22,979 | $1.50M | 0.03% | +205+0.9% | Added |
| AdvisorNet Financial, Inc | 22,604 | $1.48M | 0.11% | −369−1.6% | Reduced |
| RSM US Wealth Management LLC | 22,429 | $1.47M | 0.02% | −130−0.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 22,319 | $1.46M | 0.68% | +2,081+10.3% | Added |
| Summit Trail Advisors, LLC | 21,942 | $1.44M | 0.04% | +90+0.4% | Added |
| Gsa Capital Partners LLP | 21,979 | $1.44M | 0.11% | +13,386+155.8% | Added |
| Verdence Capital Advisors LLC | 21,821 | $1.42M | 0.11% | +633+3.0% | Added |
| Geneos Wealth Management Inc. | 21,809 | $1.42M | 0.05% | +940+4.5% | Added |
| Valtinson Bruner Financial Planning LLC | 21,805 | $1.42M | 0.50% | +112+0.5% | Added |
| 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 |
| Bleakley Financial Group, LLC | 21,565 | $1.41M | 0.04% | −1,442−6.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,430 | $1.40M | 0.07% | −9,148−29.9% | Reduced |
| Sterling Capital Management LLC | 21,338 | $1.39M | 0.02% | +21,338 | New |
| Meiji Yasuda Asset Management Co Ltd. | 20,843 | $1.36M | 0.05% | −220−1.0% | Reduced |
| Accredited Investors Inc. | 20,825 | $1.36M | 0.08% | −376−1.8% | Reduced |
| HighPoint Advisor Group LLC | 20,138 | $1.34M | 0.08% | +104+0.5% | Added |
| Oppenheimer Asset Management Inc. | 20,503 | $1.34M | 0.02% | +1,050+5.4% | Added |
| White Pine Capital LLC | 20,450 | $1.34M | 0.46% | +650+3.3% | Added |
| NorthRock Partners, LLC | 20,010 | $1.32M | 0.04% | −120−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 19,982 | $1.30M | 0.03% | +383+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 19,904 | $1.30M | 0.01% | −117,643−85.5% | Reduced |
| DeDora Capital, Inc. | 19,730 | $1.29M | 0.36% | +331+1.7% | Added |
| Keybank National Association | 19,704 | $1.29M | 0.00% | −881−4.3% | Reduced |
| Glenmede Trust Co NA | 19,634 | $1.28M | 0.01% | −45−0.2% | Reduced |
| First Western Trust Bank | 19,621 | $1.28M | 0.06% | +916+4.9% | Added |
| Omers Administration Corp | 19,231 | $1.26M | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 19,141 | $1.25M | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 19,113 | $1.25M | 0.01% | +862+4.7% | Added |
| Harbour Investments, Inc. | 19,095 | $1.25M | 0.04% | +978+5.4% | 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 18,859 | $1.23M | 0.01% | +140+0.7% | Added |
| Empirical Finance, LLC | 18,802 | $1.23M | 0.07% | +407+2.2% | Added |
| Edgestream Partners, L.P. | 18,670 | $1.22M | 0.05% | +18,670 | New |
| Icon Advisers Inc | 18,600 | $1.21M | 0.25% | +4,200+29.2% | Added |
| Kovitz Investment Group Partners, LLC | 26,143 | $1.21M | 0.01% | +10,530+67.4% | Added |
| IHT Wealth Management, LLC | 18,588 | $1.21M | 0.03% | +3,769+25.4% | Added |
| AE Wealth Management LLC | 18,584 | $1.21M | 0.01% | −2,900−13.5% | Reduced |
| Toroso Investments, LLC | 18,540 | $1.21M | 0.01% | −8,011−30.2% | Reduced |
| Investment Management Corp of Ontario | 18,394 | $1.20M | 0.03% | +6,000+48.4% | Added |
| Raymond James Trust N.A. | 18,367 | $1.20M | 0.03% | +317+1.8% | Added |
| 17 Capital Partners, LLC | 17,810 | $1.16M | 0.76% | −454−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,669 | $1.15M | 0.03% | −13−0.1% | Reduced |