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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 3,942 | $257.4K | 0.05% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 3,931 | $256.7K | 0.13% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,908 | $255.2K | 0.10% | −394−9.2% | Reduced |
| Conning Inc. | 3,905 | $255.0K | 0.01% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,896 | $254.4K | 0.05% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 3,895 | $254.3K | 0.19% | +3,895 | New |
| Tyche Wealth Partners LLC | 3,881 | $253.4K | 0.06% | −30−0.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,873 | $252.9K | 0.02% | +3,873 | New |
| Ballast Advisors LLC | 3,862 | $252.2K | 0.08% | −838−17.8% | Reduced |
| Chesley Taft & Associates LLC | 3,851 | $251.5K | 0.01% | 00.0% | Unchanged |
| Carlson Capital Management | 3,851 | $251.4K | 0.01% | +25+0.7% | Added |
| CX Institutional | 3,846 | $251.2K | 0.01% | +3,846 | New |
| Lazari Capital Management, Inc. | 3,834 | $250.4K | 0.11% | +9+0.2% | Added |
| Centre Asset Management, LLC | 3,814 | $249.0K | 0.05% | −74−1.9% | Reduced |
| Planning Center, Inc. | 3,805 | $248.5K | 0.03% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,796 | $247.9K | 0.02% | +5+0.1% | Added |
| Sunpointe, LLC | 3,752 | $247.1K | 0.20% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 4 | $246.9K | 0.06% | −3,745−99.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,775 | $246.5K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,752 | $245.0K | 0.07% | +3,752 | New |
| DORVAL Corp | 3,992 | $244.4K | 0.10% | +3+0.1% | Added |
| Lake Street Advisors Group, LLC | 3,708 | $244.1K | 0.01% | −159−4.1% | Reduced |
| Pitcairn Co | 3,721 | $243.0K | 0.01% | +3,721 | New |
| Catalyst Funds Management Pty Ltd | 3,700 | $241.6K | 0.05% | −14,500−79.7% | Reduced |
| Accel Wealth Management | 3,689 | $240.9K | 0.09% | +3,689 | New |
| Oversea-Chinese Banking CORP Ltd | 3,662 | $239.1K | 0.01% | +3,662 | New |
| NewEdge Wealth, LLC | 3,661 | $239.1K | 0.00% | +3,661 | New |
| Global Retirement Partners, LLC | 3,660 | $239.0K | 0.01% | −2,007−35.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,657 | $238.8K | 0.01% | +3,657 | New |
| Fortis Group Advisors, LLC | 3,648 | $238.2K | 0.04% | +3,648 | New |
| Moneta Group Investment Advisors LLC | 3,645 | $238.1K | 0.00% | −154−4.1% | Reduced |
| Keel Point, LLC | 3,638 | $237.6K | 0.02% | +5+0.1% | Added |
| Parallel Advisors, LLC | 3,610 | $235.7K | 0.01% | +469+14.9% | Added |
| Wesbanco Bank Inc | 3,609 | $235.7K | 0.01% | +3,609 | New |
| Old Second National Bank of Aurora | 3,598 | $234.9K | 0.06% | −1,900−34.6% | Reduced |
| Johnson Investment Counsel Inc | 3,595 | $234.7K | 0.00% | −471−11.6% | Reduced |
| CoreFirst Bank & Trust | 3,559 | $232.4K | 0.13% | +3,559 | New |
| Brass Tax Wealth Management, Inc | 3,540 | $231.2K | 0.05% | +3,540 | New |
| Hilltop Holdings Inc. | 3,525 | $230.1K | 0.02% | +3,525 | New |
| WESPAC Advisors, LLC | 3,519 | $229.8K | 0.17% | +3,519 | New |
| NBC Securities, Inc. | 3,514 | $229.0K | 0.02% | −590−14.4% | Reduced |
| Stanley-Laman Group, Ltd. | 3,497 | $228.4K | 0.03% | +3,497 | New |
| Ossiam | 3,495 | $228.2K | 0.00% | +3,495 | New |
| Marshall Wace, LLP | 3,493 | $228.1K | 0.00% | −83,673−96.0% | Reduced |
| GHP Investment Advisors, Inc. | 3,493 | $228.1K | 0.01% | −57−1.6% | Reduced |
| Merit Financial Group, LLC | 3,493 | $228.1K | 0.01% | −5,226−59.9% | Reduced |
| GenTrust, LLC | 3,447 | $227.0K | 0.01% | +3,447 | New |
| Ci Investments Inc. | 3,457 | $226.0K | 0.00% | −1,554−31.0% | Reduced |
| Picton Mahoney Asset Management | 3,464 | $226.0K | 0.01% | +3,464 | New |
| Perpetual Ltd | 3,450 | $225.3K | 0.00% | +3,450 | New |
| HTLF Bank | 3,447 | $225.1K | 0.02% | +3,447 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $224.4K | 0.01% | +2,503+269.4% | Added |
| Capital Performance Advisors LLP | 3,429 | $223.9K | 0.07% | +3,429 | New |
| LCM Capital Management Inc | 3,426 | $223.7K | 0.13% | +3,426 | New |
| Essex Financial Services, Inc. | 3,494 | $222.5K | 0.02% | +3,494 | New |
| First National Bank Sioux Falls | 3,404 | $222.3K | 0.10% | +3,404 | New |
| Syon Capital LLC | 3,403 | $222.2K | 0.02% | +3,403 | New |
| Peoples Financial Services Corp. | 3,400 | $222.0K | 0.10% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,386 | $221.1K | 0.02% | +3,386 | New |
| GeoWealth Management, LLC | 3,372 | $220.2K | 0.01% | +3,372 | New |
| Windsor Capital Management, LLC | 3,353 | $219.0K | 0.06% | +3,353 | New |
| Boston Trust Walden Corp | 3,347 | $218.6K | 0.00% | +3,347 | New |
| Howe & Rusling Inc | 3,336 | $217.8K | 0.02% | +3,336 | New |
| Coastal Bridge Advisors, LLC | 3,334 | $217.7K | 0.05% | −1,464−30.5% | Reduced |
| Knollwood Investment Advisory, LLC | 3,323 | $217.0K | 0.02% | +3,323 | New |
| Symphony Financial, Ltd. Co. | 3,354 | $216.6K | 0.04% | +3,354 | New |
| USAdvisors Wealth Management, LLC | 3,360 | $216.0K | 0.08% | +3,360 | New |
| Catalina Capital Group, LLC | 3,297 | $215.3K | 0.07% | +3,297 | New |
| First Heartland Consultants, Inc. | 3,290 | $215.0K | 0.02% | +3,290 | New |
| Kowal Investment Group, LLC | 3,292 | $214.9K | 0.04% | +3,292 | New |
| First Business Financial Services, Inc. | 3,277 | $214.0K | 0.02% | +3,277 | New |
| Cary Street Partner Investment Advisory LLC | 3,248 | $212.1K | 0.01% | +3,248 | New |
| Fidelis Capital Partners, LLC | 3,296 | $212.0K | 0.03% | +3,296 | New |
| Gotham Asset Management, LLC | 3,240 | $211.6K | 0.00% | +3,240 | New |
| Phillips Wealth Planners LLC | 3,300 | $211.2K | 0.20% | +3,300 | New |
| Centric Wealth Management | 3,150 | $209.4K | 0.06% | +3,150 | New |
| LRI Investments, LLC | 3,037 | $209.3K | 0.02% | +170+5.9% | Added |
| Concord Asset Management, LLC | 3,201 | $209.0K | 0.05% | +3,201 | New |
| Kennedy Capital Management, Inc. | 3,190 | $208.3K | 0.00% | +3,190 | New |
| Avestar Capital, LLC | 3,189 | $208.2K | 0.02% | +3,189 | New |
| CRA Financial Services, LLC | 3,177 | $207.5K | 0.04% | +3,177 | New |
| Ancora Advisors, LLC | 3,170 | $207.0K | 0.00% | −274−8.0% | Reduced |
| Leverty Financial Group, LLC | 3,166 | $206.7K | 0.11% | +3,166 | New |
| RNC Capital Management LLC | 3,863 | $206.3K | 0.01% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,159 | $206.3K | 0.18% | +3,159 | New |
| NorthCrest Asset Manangement, LLC | 3,155 | $206.0K | 0.01% | +3,155 | New |
| Morningstar Investment Management LLC | 3,274 | $206.0K | 0.02% | +3,274 | New |
| Priebe Wealth Holdings LLC | 3,148 | $205.6K | 0.15% | +3,148 | New |
| Graypoint LLC | 3,114 | $203.4K | 0.01% | +3,114 | New |
| 9258 Wealth Management, LLC | 3,106 | $202.8K | 0.03% | +3,106 | New |
| Umb Bank N A | 3,101 | $202.5K | 0.00% | +270+9.5% | Added |
| Avidian Wealth Solutions, LLC | 3,094 | $202.1K | 0.01% | +3,094 | New |
| Cyndeo Wealth Partners, LLC | 3,085 | $201.4K | 0.01% | +3,085 | New |
| Compass Financial Group, INC | 3,079 | $201.1K | 0.04% | +3,079 | New |
| Gries Financial LLC | 3,077 | $200.9K | 0.04% | +3,077 | New |
| Mather Group, LLC. | 2,942 | $192.1K | 0.00% | +564+23.7% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $189.7K | 0.04% | 00.0% | Unchanged |
| Trust Co | 2,882 | $188.2K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 2,880 | $188.1K | 0.14% | −720−20.0% | Reduced |
| Covestor Ltd | 2,822 | $184.0K | 0.12% | +2,337+481.9% | Added |