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Livermore
Livermore
ZHEN

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

Q4 2024 vs. Q3 2024

How the institutions holding Xcel Energy Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of XEL: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,033181,115+100
Shares454.8M1.34M485.9M+32.5M (+7.2%)
Value$29.8B$87.7M$32.8B+$3.10B (+10.4%)

18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (168)

Institutions that held Xcel Energy Inc at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 168 by value.

Institutions new to XEL in Q4 2024
InstitutionSharesValue% of portfolio
Newport Trust Co4,103,736$277.1M0.67%
Raymond James Financial Inc1,238,935$83.7M0.03%
Yaupon Capital Management LP1,000,000$67.5M4.27%
Burkehill Global Management, LP1,000,000$67.5M6.42%
Cohen & Steers, Inc.685,700$46.3M0.09%
Aventail Capital Group, LP569,515$38.5M2.01%
Aware Super Pty Ltd as trustee of Aware Super565,951$38.2M0.61%
Universal- Beteiligungs- und Servicegesellschaft mbH307,292$20.7M0.04%
Susquehanna Fundamental Investments, LLC268,308$18.1M0.30%
UBS Oconnor LLC237,610$16.0M0.40%
Nearwater Capital Markets, Ltd193,963$13.1M0.37%
Renaissance Technologies LLC186,900$12.6M0.02%
Vennlight Capital Management, LP153,000$10.3M9.81%
RWC Asset Management LLP151,181$10.2M0.51%
Voloridge Investment Management, LLC125,907$8.50M0.03%
GF Fund Management Co. Ltd.108,832$7.35M0.16%
Polymer Capital Management (US) LLC106,977$7.22M2.31%
Decade Renewable Partners LP100,700$6.80M3.33%
Police & Firemen's Retirement System of New Jersey83,627$5.65M0.05%
Essential Planning, LLC.65,000$4.36M0.03%
Wealth High Governance Capital Ltda37,252$2.52M0.90%
USA Financial Portformulas Corp35,063$2.37M0.37%
Woodline Partners LP34,486$2.33M0.02%
Quantbot Technologies LP34,038$2.30M0.08%
Walleye Trading LLC30,611$2.07M0.04%
Garda Capital Partners LP28,504$1.92M1.55%
Wexford Capital LP27,591$1.86M0.48%
Occudo Quantitative Strategies LP24,125$1.63M0.29%
Capital Fund Management S.A.22,872$1.54M0.02%
BW Gestao de Investimentos Ltda.22,748$1.54M0.07%
Oak Thistle LLC21,217$1.43M0.43%
Jefferies Financial Group Inc.19,620$1.32M0.01%
St. Louis Financial Planners Asset Management, LLC19,024$1.28M0.93%
Quantitative Investment Management, LLC18,645$1.26M0.09%
Allstate Corp16,794$1.13M0.03%
Vermillion Wealth Management, Inc.16,090$1.09M0.56%
Johnson Financial Group, Inc.15,762$1.06M0.05%
Enhancing Capital LLC15,500$1.05M0.83%
Maven Securities LTD15,489$1.05M0.17%
Cookson Peirce & Co Inc14,169$956.7K0.04%
Prelude Capital Management, LLC13,795$931.4K0.08%
Callan Family Office, LLC13,769$929.7K0.06%
Paradigm Asset Management Co LLC12,400$837.2K0.23%
Cornerstone Planning, LLC10,545$712.0K0.27%
Freestone Grove Partners LP9,857$665.5K0.01%
Ameriflex Group, Inc.8,914$599.0K0.27%
MUFG Securities Americas Inc.8,478$572.4K0.07%
Farringdon Capital, Ltd.7,685$518.9K0.21%
Bryce Point Capital, LLC7,552$509.9K0.15%
Freedom Financial Partners LLC7,548$509.6K0.25%
Lifelong Wealth Advisors, Inc.7,421$501.1K0.23%
Canada Post Corp Registered Pension Plan6,952$469.4K0.03%
Change Path, LLC6,645$448.7K0.01%
Harel Insurance Investments & Financial Services Ltd.6,594$445.0K0.01%
111 Capital6,373$430.3K0.09%
Polymer Capital Management (HK) LTD6,243$421.5K0.07%
Heritage Trust Co6,197$418.4K0.05%
CSS LLC5,920$399.7K0.02%
PharVision Advisers, LLC5,820$393.0K0.33%
Boston Private Wealth LLC5,755$388.6K0.01%
FourThought Financial Partners, LLC5,594$377.7K0.04%
PFG Advisors5,172$349.2K0.02%
Nautilus Advisors LLC5,146$347.5K0.28%
Flow Traders U.S. LLC5,080$343.0K0.01%
Scientech Research LLC4,906$331.3K0.09%
Significant Wealth Partners LLC4,881$329.6K0.17%
Aventura Private Wealth, LLC4,878$329.4K0.18%
Warwick Investment Management, Inc.4,785$323.1K0.07%
Financial Gravity Companies, Inc.4,652$314.1K0.07%
Sagespring Wealth Partners, LLC4,533$306.1K0.01%
Fox Run Management, L.L.C.4,528$305.7K0.06%
Poinciana Advisors Group, LLC4,524$305.5K0.31%
Pensionmark Financial Group, LLC4,496$303.6K0.01%
GEN Financial Management, INC.4,457$300.9K0.20%
ISAM Funds (UK) Ltd4,437$299.6K0.22%
Financial Advisors Network, Inc.4,199$283.5K0.05%
Bingham Private Wealth, LLC4,182$282.4K0.30%
Wealthspire Advisors, LLC4,152$280.3K0.00%
Atomi Financial Group, Inc.4,122$278.3K0.01%
Atlantic Family Wealth, LLC4,058$274.0K0.33%
Challenger Wealth Management4,000$270.1K0.23%
SageView Advisory Group, LLC3,951$266.8K0.01%
BlueStem Wealth Partners, LLC3,917$264.4K0.03%
OneAscent Financial Services LLC3,811$257.0K0.02%
Financially Speaking Inc3,798$256.5K0.17%
Voleon Capital Management LP3,797$256.4K0.02%
Premier Path Wealth Partners, LLC3,795$256.2K0.04%
Capital Advisors Inc3,636$245.5K0.00%
Brighton Jones LLC3,549$239.7K0.01%
Fortress Financial Group, LLC3,516$237.4K0.24%
Genesis Private Wealth, LLC3,433$231.8K0.13%
Vestmark Advisory Solutions, Inc.3,392$229.0K0.01%
Mystic Asset Management, Inc.3,352$226.3K0.06%
JPL Wealth Management, LLC3,323$224.4K0.06%
Anchor Pointe Wealth Management, LLC3,276$221.4K0.29%
Kestra Investment Management, LLC3,266$220.5K0.01%
Sharkey, Howes & Javer3,219$217.3K0.03%
Occidental Asset Management, LLC3,217$217.2K0.03%
Citizens Financial Group Inc3,151$212.8K0.00%
Sharpepoint LLC3,124$210.9K0.19%

Sold out (68)

Institutions that held Xcel Energy Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of XEL in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Merewether Investment Management, LP984,700$64.3M
Balyasny Asset Management LLC196,179$12.8M
Natixis195,053$12.7M
D. E. Shaw & Co., Inc.176,824$11.5M
Tortoise Capital Advisors, L.L.C.174,151$11.4M
Kempen Capital Management N.V.112,669$7.36M
Holocene Advisors, LP83,910$5.48M
HRT Financial LP73,825$4.82M
La Banque Postale Asset Management SA68,577$4.48M
Engineers Gate Manager LP50,668$3.31M
Bayesian Capital Management, LP49,200$3.21M
Sciencast Management LP37,901$2.47M
Graham Capital Management, L.P.37,191$2.43M
MBB Public Markets I LLC29,961$1.96M
Aigen Investment Management, LP27,015$1.76M
Resolution Capital Ltd26,841$1.75M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main23,076$1.51M
Gsa Capital Partners LLP21,979$1.44M
Edgestream Partners, L.P.18,670$1.22M
Alberta Investment Management Corp15,300$999.1K
nVerses Capital, LLC15,300$999.1K
Tudor Investment Corp Et Al15,224$994.1K
Deerfield Management Company, L.P. (Series C)14,782$965.3K
Veriti Management LLC13,327$870.3K
SG Americas Securities, LLC12,667$827.0K
Point72 Hong Kong Ltd9,912$647.2K
Insigneo Advisory Services, LLC6,781$442.8K
Altfest L J & Co Inc6,371$416.0K
Kingswood Wealth Advisors, LLC6,130$400.3K
EntryPoint Capital, LLC5,394$352.2K
Axxcess Wealth Management, LLC4,659$304.3K
Tradewinds, LLC.4,378$285.9K
Virtu Financial LLC4,347$284.0K
StoneX Group Inc.4,196$274.4K
Catalyst Funds Management Pty Ltd3,700$241.6K
Oversea-Chinese Banking CORP Ltd3,662$239.1K
Stanley-Laman Group, Ltd.3,497$228.4K
Syon Capital LLC3,403$222.2K
Coastal Bridge Advisors, LLC3,334$217.7K
Symphony Financial, Ltd. Co.3,354$216.6K
Paladin Wealth, LLC2,674$174.6K
Golden State Equity Partners2,673$174.5K
Aster Capital Management (DIFC) Ltd2,603$170.0K
Point72 Asia (Singapore) Pte. Ltd.1,951$127.4K
Alta Advisers Ltd1,500$98.0K
Voisard Asset Management Group, Inc.812$53.0K
Andra AP-fonden800$52.2K
Acadian Asset Management LLC801$52.0K
Friedenthal Financial769$50.2K
Transcendent Capital Group LLC500$32.6K
Northwest Financial Advisors415$27.1K
Aspire Private Capital, LLC412$26.9K
Ashton Thomas Securities, LLC382$24.9K
Operose Advisors LLC323$21.1K
Tompkins Financial Corp277$18.1K
Gilliland Jeter Wealth Management LLC273$17.8K
EnRich Financial Partners LLC193$12.6K
CarsonAllaria Wealth Management, Ltd.137$8.96K
Crewe Advisors LLC109$7.12K
CNB Bank100$6.53K
Hobbs Group Advisors, LLC88$5.75K
SWAN Capital LLC86$5.62K
Jamison Private Wealth Management, Inc.65$4.25K
Claris Advisors, LLC10$653
WestEnd Advisors, LLC7$457
Mendota Financial Group, LLC1$66
West Branch Capital LLC1$42
Dogwood Wealth Management LLC0$4

Not filed for Q4 2024 yet (18)

Institutions that held Xcel Energy Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XEL in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates1,078,988$70.5M
Raymond James Financial Services Advisors, Inc.123,185$8.04M
Rakuten Investment Management, Inc.44,237$2.86M
B. Metzler seel. Sohn & Co. Holding AG21,635$1.41M
Raymond James Trust N.A.18,367$1.20M
GYL Financial Synergies, LLC15,314$1.00M
PEAK6 Investments LLC8,348$545.1K
Banque Cantonale Vaudoise7,076$462.0K
Argent Financial Group, Inc.5,093$332.6K
FinTrust Capital Advisors, LLC4,129$269.6K
SpiderRock Advisors, LLC4,112$268.5K
Kure Advisory, LLC3,945$257.6K
Kowal Investment Group, LLC3,292$214.9K
9258 Wealth Management, LLC3,106$202.8K
Carmichael Hill & Associates, Inc.1,130$73.8K
Alpine Bank Wealth Management744$48.6K
Planning Capital Management Corp728$47.6K
ClariVest Asset Management LLC23$1.23K