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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 2,754 | $179.8K | 0.01% | +566+25.9% | Added |
| GPS Wealth Strategies Group, LLC | 2,726 | $178.0K | 0.02% | −969−26.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,684 | $175.3K | 0.04% | +10+0.4% | Added |
| Paladin Wealth, LLC | 2,674 | $174.6K | 0.15% | +2,674 | New |
| Golden State Equity Partners | 2,673 | $174.5K | 0.03% | +2,673 | New |
| Sentry Investment Management LLC | 2,611 | $170.0K | 0.07% | +2,611 | New |
| Aster Capital Management (DIFC) Ltd | 2,603 | $170.0K | 0.04% | +2,603 | New |
| Motco | 2,587 | $168.9K | 0.02% | +70+2.8% | Added |
| Elgethun Capital Management | 2,546 | $166.3K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 2,529 | $165.1K | 0.05% | −25−1.0% | Reduced |
| Founders Capital Management | 2,500 | $163.3K | 0.10% | 00.0% | Unchanged |
| Colonial Trust Co | 2,518 | $162.6K | 0.03% | +207+9.0% | Added |
| Sunbelt Securities, Inc. | 2,475 | $161.6K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,401 | $156.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $155.2K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 2,348 | $153.3K | 0.13% | +15+0.6% | Added |
| Marquette Asset Management, LLC | 2,300 | $150.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 2,271 | $148.3K | 0.01% | −60−2.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $147.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,230 | $145.6K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,222 | $145.0K | 0.01% | +451+25.5% | Added |
| St Germain D J Co Inc | 2,153 | $140.6K | 0.01% | +8+0.4% | Added |
| Lindbrook Capital, LLC | 2,119 | $138.4K | 0.01% | −666−23.9% | Reduced |
| Creative Capital Management Investments LLC | 2,089 | $136.4K | 0.06% | −200−8.7% | Reduced |
| Financial Perspectives, Inc | 2,046 | $133.6K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,032 | $132.7K | 0.09% | +4+0.2% | Added |
| Chilton Capital Management LLC | 2,000 | $130.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,973 | $128.8K | 0.05% | +1,962+17,836.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,951 | $127.4K | 0.02% | +1,951 | New |
| Quadrant Capital Group LLC | 1,914 | $125.0K | 0.01% | −562−22.7% | Reduced |
| Cromwell Holdings LLC | 1,824 | $120.1K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $117.5K | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 1,785 | $116.6K | 0.00% | −539−23.2% | Reduced |
| Eagle Bay Advisors LLC | 1,756 | $115.6K | 0.04% | −39−2.2% | Reduced |
| City State Bank | 1,766 | $115.3K | 0.04% | +450+34.2% | Added |
| Colonial Trust Advisors | 1,745 | $113.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,742 | $113.8K | 0.04% | +1,742 | New |
| Stephenson National Bank & Trust | 1,713 | $111.9K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $110.7K | 0.00% | −65−3.7% | Reduced |
| PSI Advisors, LLC | 1,629 | $106.4K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $106.4K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,613 | $105.3K | 0.01% | −484−23.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,578 | $103.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,545 | $100.9K | 0.00% | −7−0.5% | Reduced |
| Front Row Advisors LLC | 1,513 | $99.6K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,522 | $99.4K | 0.02% | −20−1.3% | Reduced |
| Alta Advisers Ltd | 1,500 | $98.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,497 | $97.8K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,459 | $95.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,341 | $88.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,324 | $86.5K | 0.00% | −1,421−51.8% | Reduced |
| IAG Wealth Partners, LLC | 1,276 | $83.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $80.0K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,200 | $78.4K | 0.07% | +1,170+3,900.0% | Added |
| NBT Bank N A | 1,188 | $77.6K | 0.01% | −75−5.9% | Reduced |
| Vista Private Wealth Partners. LLC | 1,187 | $77.5K | 0.03% | +8+0.7% | Added |
| Winch Advisory Services, LLC | 1,184 | $77.3K | 0.02% | +11+0.9% | Added |
| Capital Advisors, Ltd. LLC | 1,175 | $77.0K | 0.01% | +30+2.6% | Added |
| Ostrum Asset Management | 1,147 | $74.9K | 0.01% | +14+1.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,141 | $74.0K | 0.02% | +456+66.6% | Added |
| Carmichael Hill & Associates, Inc. | 1,130 | $73.8K | 0.03% | −630−35.8% | Reduced |
| North Star Investment Management Corp. | 1,090 | $71.1K | 0.00% | +52+5.0% | Added |
| Trust Co of Vermont | 1,081 | $70.6K | 0.00% | −147−12.0% | Reduced |
| Burkett Financial Services, LLC | 1,080 | $70.5K | 0.03% | +11+1.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $70.4K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 1,070 | $69.9K | 0.01% | +15+1.4% | Added |
| Washington Trust Advisors, Inc. | 1,030 | $67.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,017 | $66.4K | 0.01% | +15+1.5% | Added |
| Fortitude Family Office, LLC | 1,015 | $66.3K | 0.03% | +845+497.1% | Added |
| Quent Capital, LLC | 962 | $62.8K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $62.4K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 947 | $61.8K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 947 | $61.8K | 0.04% | −17−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 936 | $61.1K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 913 | $59.6K | 0.01% | +146+19.0% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $58.9K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 887 | $58.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 884 | $57.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 852 | $55.6K | 0.02% | −1,530−64.2% | Reduced |
| CoreCap Advisors, LLC | 845 | $55.2K | 0.00% | +48+6.0% | Added |
| Catalyst Capital Advisors LLC | 835 | $54.5K | 0.00% | +297+55.2% | Added |
| Voisard Asset Management Group, Inc. | 812 | $53.0K | 0.02% | +12+1.5% | Added |
| Andra AP-fonden | 800 | $52.2K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $52.2K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 801 | $52.0K | 0.00% | −20,957−96.3% | Reduced |
| Friedenthal Financial | 769 | $50.2K | 0.03% | +769 | New |
| Peoples Bank | 765 | $49.9K | 0.03% | −766−50.0% | Reduced |
| Alpine Bank Wealth Management | 744 | $48.6K | 0.01% | +744 | New |
| Planning Capital Management Corp | 728 | $47.6K | 0.03% | −56−7.1% | Reduced |
| Strengthening Families & Communities, LLC | 715 | $46.7K | 0.01% | −52−6.8% | Reduced |
| McIlrath & Eck, LLC | 704 | $46.0K | 0.01% | +7+1.0% | Added |
| Ransom Advisory, Ltd | 702 | $45.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 676 | $44.1K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 671 | $43.8K | 0.00% | −102−13.2% | Reduced |
| West Financial Advisors, LLC | 662 | $43.2K | 0.01% | +662 | New |
| Addison Advisors LLC | 661 | $43.2K | 0.01% | +128+24.0% | Added |
| Lowe Wealth Advisors, LLC | 658 | $43.0K | 0.02% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 652 | $42.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 648 | $41.8K | 0.01% | +154+31.2% | Added |
| Prestige Wealth Management Group LLC | 631 | $41.6K | 0.01% | −8−1.3% | Reduced |