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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 17,482 | $1.14M | 0.01% | +772+4.6% | Added |
| Mattson Financial Services, LLC | 21,313 | $1.14M | 0.41% | −150−0.7% | Reduced |
| Principal Securities, Inc. | 17,318 | $1.13M | 0.03% | +486+2.9% | Added |
| Congress Wealth Management LLC | 17,297 | $1.13M | 0.02% | +12,825+286.8% | Added |
| Neuberger Berman Group LLC | 17,267 | $1.13M | 0.00% | −862−4.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,235 | $1.13M | 0.23% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,217 | $1.12M | 0.02% | +17,217 | New |
| Atlanta Consulting Group Advisors, LLC | 17,208 | $1.12M | 0.28% | +17,208 | New |
| Equitable Trust Co | 17,163 | $1.12M | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 17,010 | $1.11M | 0.01% | −613−3.5% | Reduced |
| Cypress Capital Group | 16,865 | $1.10M | 0.12% | −1,177−6.5% | Reduced |
| Jump Financial, LLC | 16,551 | $1.08M | 0.02% | −228,374−93.2% | Reduced |
| XTX Topco Ltd | 16,540 | $1.08M | 0.08% | +16,540 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,506 | $1.08M | 0.07% | −1,416−7.9% | Reduced |
| Reuter James Wealth Management, LLC | 16,426 | $1.07M | 0.20% | +2,847+21.0% | Added |
| Benjamin Edwards Inc | 16,422 | $1.07M | 0.02% | +16,388+48,200.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 16,319 | $1.07M | 0.03% | +3,935+31.8% | Added |
| Great Waters Wealth Management | 16,315 | $1.07M | 0.14% | −413−2.5% | Reduced |
| Howard Capital Management Inc. | 16,308 | $1.06M | 0.02% | +16,308 | New |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.06M | 0.13% | 00.0% | Unchanged |
| Crestline Management, LP | 16,000 | $1.04M | 0.06% | +16,000 | New |
| Dechtman Wealth Management, LLC | 15,998 | $1.04M | 0.21% | −737−4.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,972 | $1.04M | 0.45% | +168+1.1% | Added |
| Snowden Capital Advisors LLC | 15,838 | $1.04M | 0.03% | +53+0.3% | Added |
| Bessemer Group Inc | 15,484 | $1.01M | 0.00% | +72+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 15,449 | $1.01M | 0.01% | +1,301+9.2% | Added |
| Western Wealth Management, LLC | 15,338 | $1.00M | 0.06% | −1,545−9.2% | Reduced |
| GYL Financial Synergies, LLC | 15,314 | $1.00M | 0.08% | +549+3.7% | Added |
| Alberta Investment Management Corp | 15,300 | $999.1K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 15,300 | $999.1K | 0.46% | +6,900+82.1% | Added |
| Tudor Investment Corp Et Al | 15,224 | $994.1K | 0.01% | −245,189−94.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,836 | $968.8K | 0.04% | +511+3.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 14,782 | $965.3K | 0.01% | +14,782 | New |
| United Services Automobile Association | 14,610 | $954.0K | 0.02% | −1,665−10.2% | Reduced |
| BKD Wealth Advisors, LLC | 14,551 | $950.2K | 0.02% | +105+0.7% | Added |
| WealthTrust Axiom LLC | 14,501 | $946.9K | 0.28% | −250−1.7% | Reduced |
| Wolverine Trading, LLC | 14,575 | $941.1K | 0.02% | −4,043−21.7% | Reduced |
| Coldstream Capital Management Inc | 14,367 | $940.2K | 0.02% | +675+4.9% | Added |
| Nebula Research & Development LLC | 14,237 | $929.7K | 0.11% | −17,697−55.4% | Reduced |
| Resources Investment Advisors, LLC. | 14,148 | $923.9K | 0.01% | +998+7.6% | Added |
| Dorsey & Whitney Trust CO LLC | 14,094 | $920.3K | 0.05% | +998+7.6% | Added |
| Tradewinds Capital Management, LLC | 13,987 | $913.4K | 0.24% | +133+1.0% | Added |
| Greenleaf Trust | 13,822 | $902.6K | 0.01% | +1,449+11.7% | Added |
| CIBC Private Wealth Group, LLC | 13,818 | $902.3K | 0.00% | −161,135−92.1% | Reduced |
| Tiaa Trust, National Association | 13,667 | $892.5K | 0.00% | −4,612−25.2% | Reduced |
| Vident Advisory, LLC | 13,655 | $891.7K | 0.02% | +4,928+56.5% | Added |
| Mission Wealth Management, LP | 13,606 | $888.5K | 0.02% | −4,870−26.4% | Reduced |
| Sigma Planning Corp | 13,409 | $875.6K | 0.03% | −5,465−29.0% | Reduced |
| Aspen Wealth Strategies, LLC | 13,328 | $870.3K | 0.56% | −275−2.0% | Reduced |
| Veriti Management LLC | 13,327 | $870.3K | 0.05% | +3,923+41.7% | Added |
| KLCM Advisors, Inc. | 13,200 | $862.0K | 0.10% | +261+2.0% | Added |
| Exchange Traded Concepts, LLC | 13,055 | $852.5K | 0.02% | −1,138−8.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,028 | $850.7K | 0.05% | +9,782+301.4% | Added |
| HighMark Wealth Management LLC | 13,028 | $850.7K | 0.47% | +1,527+13.3% | Added |
| Park Avenue Securities LLC | 12,983 | $848.0K | 0.01% | −2,391−15.6% | Reduced |
| Prospera Financial Services Inc | 12,974 | $847.3K | 0.02% | +946+7.9% | Added |
| SG Americas Securities, LLC | 12,667 | $827.0K | 0.00% | −110,943−89.8% | Reduced |
| Bailard, Inc. | 12,467 | $814.1K | 0.02% | +393+3.3% | Added |
| Dearborn Partners LLC | 12,266 | $801.0K | 0.03% | +144+1.2% | Added |
| GAMMA Investing LLC | 12,257 | $800.4K | 0.08% | +2,074+20.4% | Added |
| Ethic Inc. | 14,862 | $798.8K | 0.02% | −3,302−18.2% | Reduced |
| Koshinski Asset Management, Inc. | 11,664 | $761.6K | 0.07% | −2,731−19.0% | Reduced |
| Advisors Management Group Inc | 11,656 | $761.0K | 0.18% | +51+0.4% | Added |
| Aptus Capital Advisors, LLC | 11,649 | $760.7K | 0.01% | +1,008+9.5% | Added |
| Larson Financial Group LLC | 11,537 | $753.3K | 0.04% | +2,078+22.0% | Added |
| Thompson Investment Management, Inc. | 11,499 | $750.9K | 0.11% | +600+5.5% | Added |
| Chronos Wealth Management, LLC | 11,491 | $750.4K | 0.39% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 11,164 | $729.0K | 0.24% | +53+0.5% | Added |
| Emerald Advisors, LLC | 11,366 | $728.2K | 0.11% | 00.0% | Unchanged |
| Bell Bank | 11,071 | $722.9K | 0.09% | −1,508−12.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,020 | $720.0K | 0.00% | −18,457−62.6% | Reduced |
| Finer Wealth Management, Inc. | 10,942 | $714.5K | 0.44% | +10,942 | New |
| First Foundation Advisors | 10,861 | $709.2K | 0.03% | −324−2.9% | Reduced |
| Jones Financial Companies LLLP | 10,920 | $708.3K | 0.00% | +6,700+158.8% | Added |
| Central Trust Co | 10,786 | $704.3K | 0.02% | +2,309+27.2% | Added |
| Moors & Cabot, Inc. | 10,784 | $704.2K | 0.03% | +100+0.9% | Added |
| Intrua Financial, LLC | 10,749 | $701.9K | 0.11% | +4,770+79.8% | Added |
| Fosun International Ltd | 10,731 | $700.7K | 0.23% | +10,731 | New |
| Mosaic Family Wealth Partners, LLC | 10,642 | $694.9K | 0.10% | +163+1.6% | Added |
| Bard Financial Services, Inc. | 10,625 | $693.8K | 0.08% | −375−3.4% | Reduced |
| Financial Advocates Investment Management | 10,251 | $669.4K | 0.04% | +710+7.4% | Added |
| Horizon Investments, LLC | 10,192 | $665.5K | 0.02% | +51+0.5% | Added |
| First Hawaiian Bank | 10,119 | $660.8K | 0.02% | −637−5.9% | Reduced |
| Intrust Bank NA | 10,020 | $654.3K | 0.07% | +362+3.7% | Added |
| Cahill Financial Advisors Inc | 10,004 | $653.2K | 0.09% | +635+6.8% | Added |
| Independent Advisor Alliance | 9,988 | $652.2K | 0.02% | +3,052+44.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,972 | $651.0K | 0.01% | −4,635−31.7% | Reduced |
| Concurrent Investment Advisors, LLC | 9,920 | $647.8K | 0.02% | +1,113+12.6% | Added |
| Point72 Hong Kong Ltd | 9,912 | $647.2K | 0.05% | +9,912 | New |
| Cornerstone Advisors, LLC | 9,900 | $646.5K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,860 | $643.9K | 0.01% | +843+9.3% | Added |
| Argent Trust Co | 9,781 | $638.7K | 0.03% | −83−0.8% | Reduced |
| Everence Capital Management Inc | 9,744 | $636.0K | 0.04% | −7,810−44.5% | Reduced |
| CWA Asset Management Group, LLC | 9,722 | $634.8K | 0.03% | +9,722 | New |
| Advisory Services Network, LLC | 11,847 | $632.7K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,504 | $620.6K | 0.01% | −35,483−78.9% | Reduced |
| Arkadios Wealth Advisors | 9,501 | $620.4K | 0.04% | +2,394+33.7% | Added |
| National Asset Management, Inc. | 9,369 | $614.8K | 0.02% | −620−6.2% | Reduced |
| Hodges Capital Management Inc. | 9,395 | $613.5K | 0.04% | +9,395 | New |
| Capstone Investment Advisors, LLC | 9,301 | $607.4K | 0.01% | −5,273−36.2% | Reduced |