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 |
|---|---|---|---|---|---|
| Sabal Trust CO | 5,745 | $375.1K | 0.02% | −347,331−98.4% | Reduced |
| Cigna Investments Inc | 5,733 | $375.0K | 0.07% | −124−2.1% | Reduced |
| Brookstone Capital Management | 5,723 | $373.7K | 0.01% | +238+4.3% | Added |
| Keudell/Morrison Wealth Management | 5,719 | $373.5K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,706 | $372.6K | 0.01% | +5,706 | New |
| Stratos Wealth Partners, LTD. | 5,644 | $368.6K | 0.01% | −164−2.8% | Reduced |
| Ingalls & Snyder LLC | 5,643 | $368.0K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,575 | $367.1K | 0.01% | −541−8.8% | Reduced |
| Ritholtz Wealth Management | 5,607 | $366.1K | 0.01% | +876+18.5% | Added |
| IFP Advisors, Inc | 5,603 | $365.9K | 0.01% | +29+0.5% | Added |
| Checchi Capital Advisers, LLC | 5,601 | $365.7K | 0.03% | +190+3.5% | Added |
| Everpar Advisors LLC | 5,594 | $365.3K | 0.19% | −725−11.5% | Reduced |
| Carret Asset Management, LLC | 5,589 | $364.9K | 0.04% | −450−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 6,820 | $364.2K | 0.00% | +2,203+47.7% | Added |
| Csenge Advisory Group | 5,843 | $364.1K | 0.02% | +4+0.1% | Added |
| Lakeridge Wealth Management LLC | 5,532 | $361.2K | 0.20% | +17+0.3% | Added |
| Moody National Bank Trust Division | 5,504 | $359.4K | 0.04% | +450+8.9% | Added |
| Old National Bancorp | 5,499 | $359.1K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,488 | $358.4K | 0.02% | −217−3.8% | Reduced |
| AlphaStar Capital Management, LLC | 5,465 | $356.8K | 0.03% | +5,465 | New |
| RFG Advisory, LLC | 5,449 | $355.8K | 0.01% | −271−4.7% | Reduced |
| Norden Group LLC | 5,446 | $355.6K | 0.04% | −589−9.8% | Reduced |
| First Commonwealth Financial Corp | 5,444 | $355.5K | 0.09% | −98−1.8% | Reduced |
| Vise Technologies, Inc. | 5,435 | $354.9K | 0.05% | +5,435 | New |
| James Hambro & Partners | 5,400 | $352.6K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,394 | $352.2K | 0.20% | +2,905+116.7% | Added |
| Farther Finance Advisors, LLC | 5,391 | $352.0K | 0.01% | +933+20.9% | Added |
| Charter Trust Co | 5,389 | $351.9K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 5,377 | $351.1K | 0.03% | +46+0.9% | Added |
| Prosperity Consulting Group, LLC | 5,376 | $351.1K | 0.03% | +5,376 | New |
| Concord Wealth Partners | 5,345 | $349.0K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,464 | $344.3K | 0.02% | +484+9.7% | Added |
| Legacy Financial Advisors, Inc. | 5,269 | $344.1K | 0.06% | +206+4.1% | Added |
| Simon Quick Advisors, LLC | 5,269 | $344.1K | 0.02% | +294+5.9% | Added |
| Alley Investment Management Company, LLC | 5,252 | $343.0K | 0.04% | −404−7.1% | Reduced |
| RMB Capital Management, LLC | 5,218 | $340.7K | 0.01% | +676+14.9% | Added |
| Vantage Financial Partners, LLC | 5,188 | $338.8K | 0.08% | +5,188 | New |
| Secured Retirement Advisors, LLC | 5,181 | $338.3K | 0.24% | −14−0.3% | Reduced |
| Ariadne Wealth Management, LP | 5,108 | $338.1K | 0.18% | +5,108 | New |
| Farmers & Merchants Investments Inc | 5,178 | $338.1K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 5,132 | $337.9K | 0.12% | −7,210−58.4% | Reduced |
| Argent Financial Group, Inc. | 5,093 | $332.6K | 0.04% | +5,093 | New |
| Manchester Capital Management LLC | 5,089 | $332.3K | 0.04% | +19+0.4% | Added |
| Buckingham Strategic Partners | 5,070 | $331.1K | 0.01% | +5,070 | New |
| AMG National Trust Bank | 4,990 | $325.8K | 0.01% | −272−5.2% | Reduced |
| Sherbrooke Park Advisers LLC | 4,990 | $325.8K | 0.07% | +4,990 | New |
| Welch Group, LLC | 4,989 | $325.8K | 0.01% | +589+13.4% | Added |
| Adviser Investments LLC | 4,979 | $325.2K | 0.00% | +10.0% | Added |
| Paradigm Financial Partners, LLC | 4,715 | $323.7K | 0.05% | +4,715 | New |
| Christopher J. Hasenberg, Inc | 5,137 | $323.3K | 0.13% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4,949 | $323.2K | 0.38% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,946 | $323.0K | 0.02% | +4,946 | New |
| Capital Investment Advisors, LLC | 4,944 | $322.9K | 0.01% | −237−4.6% | Reduced |
| Wrapmanager Inc | 4,917 | $321.1K | 0.08% | −1,071−17.9% | Reduced |
| Aviance Capital Partners, LLC | 4,913 | $320.8K | 0.04% | +4,913 | New |
| Danske Bank A/S | 4,799 | $313.4K | 0.00% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,930 | $311.4K | 0.07% | +10+0.2% | Added |
| Clearstead Advisors, LLC | 4,723 | $308.4K | 0.00% | +126+2.7% | Added |
| State of Wyoming | 4,684 | $305.9K | 0.04% | +3,262+229.4% | Added |
| LVW Advisors, LLC | 4,680 | $305.6K | 0.04% | +4,680 | New |
| Axxcess Wealth Management, LLC | 4,659 | $304.3K | 0.01% | −25−0.5% | Reduced |
| PrairieView Partners, LLC | 4,621 | $301.0K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,603 | $300.5K | 0.09% | +4,603 | New |
| Eastern Bank | 4,602 | $300.5K | 0.01% | +300+7.0% | Added |
| HBK Sorce Advisory LLC | 4,559 | $297.7K | 0.01% | −425−8.5% | Reduced |
| Private Trust Co NA | 4,555 | $297.4K | 0.03% | −19−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,524 | $295.4K | 0.00% | +83+1.9% | Added |
| Venture Visionary Partners LLC | 4,520 | $295.2K | 0.01% | −177−3.8% | Reduced |
| Trueblood Wealth Management, LLC | 4,505 | $294.2K | 0.15% | 00.0% | Unchanged |
| Glenview Trust Co | 4,485 | $292.9K | 0.01% | −450−9.1% | Reduced |
| FFT Wealth Management LLC | 4,414 | $288.2K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,405 | $287.7K | 0.01% | +32+0.7% | Added |
| Tradewinds, LLC. | 4,378 | $285.9K | 0.09% | −13−0.3% | Reduced |
| Nicollet Investment Management, Inc. | 4,364 | $285.0K | 0.10% | −4,051−48.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,352 | $284.2K | 0.01% | −634−12.7% | Reduced |
| Virtu Financial LLC | 4,347 | $284.0K | 0.02% | +466+12.0% | Added |
| Principle Wealth Partners LLC | 4,347 | $283.9K | 0.02% | +367+9.2% | Added |
| Evergreen Capital Management LLC | 4,306 | $283.5K | 0.01% | −58−1.3% | Reduced |
| Buska Wealth Management, LLC | 4,327 | $282.6K | 0.10% | +38+0.9% | Added |
| Redhawk Wealth Advisors, Inc. | 4,217 | $275.4K | 0.04% | −98−2.3% | Reduced |
| StoneX Group Inc. | 4,196 | $274.4K | 0.02% | +4,196 | New |
| TCI Wealth Advisors, Inc. | 4,191 | $273.7K | 0.02% | −3−0.1% | Reduced |
| GTS Securities LLC | 4,173 | $272.5K | 0.01% | −3,052−42.2% | Reduced |
| South State Corp. | 4,163 | $271.8K | 0.02% | −105−2.5% | Reduced |
| Cidel Asset Management Inc | 4,157 | $271.5K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,129 | $269.6K | 0.05% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 4,112 | $268.5K | 0.01% | +351+9.3% | Added |
| Rosenberg Matthew Hamilton | 4,088 | $266.9K | 0.07% | −63−1.5% | Reduced |
| Invesco, LLC | 4,078 | $266.3K | 0.11% | +142+3.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $265.8K | 0.05% | −313−7.1% | Reduced |
| Horizon Investment Services, LLC | 4,046 | $264.2K | 0.11% | +4,046 | New |
| Montag A & Associates Inc | 4,012 | $264.2K | 0.01% | −410−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 4,042 | $263.9K | 0.02% | +91+2.3% | Added |
| JNBA Financial Advisors | 4,016 | $262.3K | 0.03% | +1,558+63.4% | Added |
| We Are One Seven, LLC | 3,987 | $260.4K | 0.01% | +3,987 | New |
| Clarius Group, LLC | 3,988 | $259.8K | 0.02% | +15+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,967 | $259.0K | 0.02% | −277−6.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,965 | $258.9K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4,035 | $258.3K | 0.06% | −215−5.1% | Reduced |
| Kure Advisory, LLC | 3,945 | $257.6K | 0.23% | −10.0% | Reduced |