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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 9,283 | $606.2K | 0.01% | +667+7.7% | Added |
| Aviva PLC | 9,148 | $597.4K | 0.00% | +401+4.6% | Added |
| Brown Advisory Inc | 9,103 | $594.4K | 0.00% | −1,209−11.7% | Reduced |
| FineMark National Bank & Trust | 9,100 | $594.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,082 | $593.1K | 0.04% | +95+1.1% | Added |
| Midwest Professional Planners, LTD. | 8,919 | $582.4K | 0.18% | +10+0.1% | Added |
| Old Port Advisors | 8,832 | $576.7K | 0.16% | −174−1.9% | Reduced |
| American State Bank (Iowa) | 8,809 | $575.2K | 0.35% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,766 | $572.4K | 0.00% | −3,558−28.9% | Reduced |
| Coastline Trust Co | 8,755 | $571.7K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 8,669 | $566.1K | 0.02% | +4,856+127.4% | Added |
| Sym Financial Corp | 8,580 | $560.3K | 0.07% | +877+11.4% | Added |
| Mesirow Financial Investment Management, Inc. | 8,522 | $556.5K | 0.01% | +4,270+100.4% | Added |
| Cascade Investment Group, Inc. | 8,480 | $553.7K | 0.41% | −100−1.2% | Reduced |
| Sequoia Financial Advisors, LLC | 8,463 | $552.6K | 0.01% | +361+4.5% | Added |
| Marks Group Wealth Management, Inc | 8,437 | $550.9K | 0.05% | −2,378−22.0% | Reduced |
| Stonebridge Capital Advisors LLC | 8,436 | $550.9K | 0.04% | −41−0.5% | Reduced |
| Spirit of America Management Corp | 8,400 | $548.5K | 0.11% | +1,050+14.3% | Added |
| PEAK6 Investments LLC | 8,348 | $545.1K | 0.03% | −79,478−90.5% | Reduced |
| Kestra Private Wealth Services, LLC | 8,322 | $543.4K | 0.01% | +76+0.9% | Added |
| Fundamentun, LLC | 8,302 | $542.2K | 0.04% | +1,042+14.4% | Added |
| Oarsman Capital, Inc. | 8,272 | $540.2K | 0.10% | 00.0% | Unchanged |
| Hoese & Co LLP | 8,197 | $535.2K | 0.45% | +7,361+880.5% | Added |
| Copley Financial Group, Inc. | 8,144 | $531.8K | 0.48% | +8,144 | New |
| Amarillo National Bank | 8,141 | $531.6K | 0.10% | −153−1.8% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $528.9K | 0.02% | 00.0% | Unchanged |
| Brown Financial Advisors | 8,070 | $527.0K | 0.22% | −4,799−37.3% | Reduced |
| Chicago Partners Investment Group LLC | 8,175 | $525.8K | 0.02% | +2,025+32.9% | Added |
| First National Bank & Trust Co of Newtown | 8,016 | $523.4K | 0.10% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 7,897 | $515.7K | 0.21% | +29+0.4% | Added |
| STF Management LP | 7,879 | $514.5K | 0.23% | −983−11.1% | Reduced |
| Modern Wealth Management, LLC | 7,849 | $512.6K | 0.03% | +66+0.8% | Added |
| Laraway Financial Inc | 7,817 | $510.5K | 0.41% | +11+0.1% | Added |
| Bradley Foster & Sargent Inc | 7,815 | $510.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 7,789 | $508.6K | 0.01% | −398−4.9% | Reduced |
| SFMG, LLC | 7,675 | $501.2K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,653 | $499.7K | 0.13% | −44−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 7,647 | $499.4K | 0.01% | −306−3.8% | Reduced |
| Ballentine Partners, LLC | 7,591 | $495.7K | 0.01% | +461+6.5% | Added |
| Trust Point Inc. | 7,507 | $490.2K | 0.04% | −176−2.3% | Reduced |
| CAPROCK Group, Inc. | 7,393 | $486.7K | 0.02% | +339+4.8% | Added |
| Venturi Wealth Management, LLC | 7,448 | $486.4K | 0.03% | −52−0.7% | Reduced |
| Parsons Capital Management Inc | 7,447 | $486.3K | 0.03% | −475−6.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,446 | $486.2K | 0.02% | +7,446 | New |
| KCM Investment Advisors LLC | 7,409 | $483.8K | 0.02% | −900−10.8% | Reduced |
| Bank of Hawaii | 7,402 | $483.4K | 0.02% | −20.0% | Reduced |
| Fiduciary Alliance LLC | 7,362 | $480.7K | 0.06% | −945−11.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,337 | $479.1K | 0.00% | −55−0.7% | Reduced |
| Signaturefd, LLC | 7,318 | $477.8K | 0.01% | +149+2.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,277 | $475.2K | 0.05% | +1,174+19.2% | Added |
| Smartleaf Asset Management LLC | 7,256 | $468.6K | 0.06% | +1,092+17.7% | Added |
| China Universal Asset Management Co., Ltd. | 7,071 | $465.3K | 0.05% | +3,730+111.6% | Added |
| Gateway Investment Advisers LLC | 7,097 | $463.4K | 0.01% | −2,977−29.6% | Reduced |
| David Loasby | 7,181 | $462.5K | 0.04% | −412−5.4% | Reduced |
| Banque Cantonale Vaudoise | 7,076 | $462.0K | 0.02% | +7,076 | New |
| Meeder Advisory Services, Inc. | 7,049 | $460.3K | 0.03% | −1,510−17.6% | Reduced |
| Nations Financial Group Inc, | 6,899 | $450.6K | 0.03% | +1,231+21.7% | Added |
| Level Four Advisory Services, LLC | 6,721 | $449.1K | 0.02% | +178+2.7% | Added |
| Romano Brothers and Company | 6,862 | $448.1K | 0.06% | −400−5.5% | Reduced |
| Wetherby Asset Management Inc | 6,830 | $446.0K | 0.02% | +150+2.2% | Added |
| Insigneo Advisory Services, LLC | 6,781 | $442.8K | 0.04% | −752−10.0% | Reduced |
| SNS Financial Group, LLC | 6,722 | $442.7K | 0.04% | −169−2.5% | Reduced |
| Tectonic Advisors LLC | 6,775 | $442.4K | 0.03% | +6,775 | New |
| Eqis Capital Management, Inc. | 6,707 | $437.9K | 0.03% | +1,123+20.1% | Added |
| Spire Wealth Management | 6,682 | $436.4K | 0.01% | −30.0% | Reduced |
| Sheets Smith Wealth Management | 6,666 | $435.3K | 0.05% | −1,233−15.6% | Reduced |
| Park Place Capital Corp | 6,611 | $431.7K | 0.12% | +537+8.8% | Added |
| Proequities, Inc. | 6,544 | $430.6K | 0.03% | +676+11.5% | Added |
| Sumitomo Life Insurance Co | 6,591 | $430.4K | 0.01% | +183+2.9% | Added |
| SC&H Financial Advisors, Inc. | 6,543 | $427.2K | 0.09% | −400−5.8% | Reduced |
| Longfellow Investment Management Co LLC | 6,529 | $426.3K | 0.11% | +38+0.6% | Added |
| Affiance Financial, LLC | 6,520 | $425.8K | 0.10% | +43+0.7% | Added |
| Asset Dedication, LLC | 6,488 | $423.7K | 0.03% | −4,114−38.8% | Reduced |
| Access Financial Services, Inc. | 6,487 | $423.6K | 0.19% | −379−5.5% | Reduced |
| Aveo Capital Partners, LLC | 6,465 | $422.2K | 0.04% | −897−12.2% | Reduced |
| Zacks Investment Management | 6,382 | $416.7K | 0.00% | +6,382 | New |
| Altfest L J & Co Inc | 6,371 | $416.0K | 0.06% | +6,371 | New |
| V-Square Quantitative Management LLC | 6,312 | $412.2K | 0.06% | +120+1.9% | Added |
| Lantz Financial LLC | 6,268 | $409.3K | 0.11% | +14+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 6,250 | $408.1K | 0.12% | −7−0.1% | Reduced |
| TCG Advisory Services, LLC | 6,238 | $407.4K | 0.02% | +2,415+63.2% | Added |
| Integris Wealth Management, LLC | 6,163 | $402.4K | 0.11% | +163+2.7% | Added |
| Kingswood Wealth Advisors, LLC | 6,130 | $400.3K | 0.03% | +219+3.7% | Added |
| Angeles Investment Advisors, LLC | 6,015 | $396.1K | 0.02% | −765−11.3% | Reduced |
| Townsend & Associates, Inc | 6,148 | $395.4K | 0.04% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,050 | $395.1K | 0.02% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,036 | $394.1K | 0.02% | +451+8.1% | Added |
| Bremer Bank National Association | 6,018 | $393.0K | 0.07% | −122−2.0% | Reduced |
| RDA Financial Network | 6,000 | $391.8K | 0.12% | −750−11.1% | Reduced |
| Stock Yards Bank & Trust Co | 5,984 | $390.8K | 0.01% | +668+12.6% | Added |
| First Horizon Advisors, Inc. | 5,932 | $387.4K | 0.01% | +17+0.3% | Added |
| Aaron Wealth Advisors | 5,890 | $384.6K | 0.05% | +1,608+37.6% | Added |
| Capital Management Associates, Inc | 5,844 | $381.6K | 0.16% | +5,844 | New |
| Sandy Spring Bank | 5,843 | $381.5K | 0.02% | −66−1.1% | Reduced |
| Corundum Group, Inc. | 5,829 | $380.6K | 0.17% | −8,053−58.0% | Reduced |
| Dark Forest Capital Management LP | 5,796 | $378.5K | 0.05% | +5,796 | New |
| Hills Bank & Trust Co | 5,796 | $378.5K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,795 | $378.4K | 0.00% | +873+17.7% | Added |
| Cullen/Frost Bankers, Inc. | 5,776 | $377.2K | 0.01% | −18−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,771 | $376.9K | 0.05% | −16−0.3% | Reduced |