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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

13F holders, Q4 2024

Institutional positions in Xcel Energy Inc as of Dec 31, 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
1,115
+100 vs. Q3 2024
Shares held
485.9M
+32.5M (+7.2%) vs. Q3 2024
Total value
$32.8B
+$3.10B (+10.4%) vs. Q3 2024
New holders
168
451 more added
Sold out
68
305 more reduced

18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,115 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2024: $32.8B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2024.

Institutions holding XEL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Life Planners0$40.00%0New
REAP Financial Group, LLC1$340.00%+1New
NBC Securities, Inc.3$2140.02%−3,511−99.9%Reduced
Bellwether Advisors, LLC4$2700.00%+4New
Activest Wealth Management4$2700.00%+4New
Chesapeake Asset Management LLC5$3370.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$3380.00%+5New
Rakuten Securities, Inc.6$4050.00%−6−50.0%Reduced
YANKCOM Partnership7$4730.00%+7New
Winnow Wealth LLC10$6730.00%+10New
NVWM, LLC10$6750.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$6750.00%+10New
Capital A Wealth Management, LLC10$6750.00%+10New
HHM Wealth Advisors, LLC11$7430.00%+11New
UMA Financial Services, Inc.11$7430.00%+11New
JDM Financial Group LLC13$8780.00%00.0%Unchanged
West Paces Advisors Inc.13$8780.00%00.0%Unchanged
TD Capital Management LLC14$9450.00%+14New
Transamerica Financial Advisors, Inc.7$1.00K0.00%−3−30.0%Reduced
Creekmur Asset Management LLC16$1.08K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.16$1.08K0.00%+16New
Core Alternative Capital18$1.22K0.00%00.0%Unchanged
POM Investment Strategies, LLC21$1.42K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.21$1.42K0.00%+21New
NewSquare Capital LLC22$1.49K0.00%+22New
WealthTrak Capital Management LLC25$1.69K0.00%+25New
Trifecta Capital Advisors, LLC28$1.89K0.00%00.0%Unchanged
Key Financial Inc29$1.96K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC30$2.03K0.00%+30New
SJS Investment Consulting Inc.31$2.09K0.00%−2−6.1%Reduced
Clark Wealth Partners32$2.16K0.00%+32New
Holos Integrated Wealth LLC33$2.23K0.00%+33New
Highline Wealth Partners LLC34$2.30K0.00%+26+325.0%Added
Cassady Schiller Wealth Management, LLC34$2.30K0.00%+34New
Conquis Financial LLC35$2.36K0.00%+35New
Granite FO LLC39$2.63K0.00%00.0%Unchanged
Pacifica Partners Inc.45$3.01K0.00%00.0%Unchanged
Cornerstone Planning Group LLC46$3.10K0.00%+5+12.2%Added
Anchor Investment Management, LLC48$3.24K0.00%00.0%Unchanged
TFC Financial Management57$3.85K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.55$4.00K0.00%+51+1,275.0%Added
Grove Bank & Trust61$4.12K0.00%+61New
Sachetta, LLC62$4.19K0.00%−5−7.5%Reduced
Westside Investment Management, Inc.66$4.46K0.00%−426−86.6%Reduced
Pittenger & Anderson Inc72$4.86K0.00%00.0%Unchanged
FPC Investment Advisory, Inc.74$4.97K0.00%+74New
Householder Group Estate & Retirement Specialist, LLC77$5.00K0.00%−1,064−93.3%Reduced
Mascoma Wealth Management LLC75$5.06K0.00%00.0%Unchanged
WPG Advisers, LLC75$5.06K0.00%+75New
Central Pacific Bank - Trust Division76$5.13K0.00%00.0%Unchanged
Great Lakes Advisors, LLC78$5.25K0.00%00.0%Unchanged
Private Wealth Management Group, LLC78$5.27K0.00%00.0%Unchanged
Raffa Wealth Management, LLC80$5.40K0.00%+23+40.4%Added
WR Wealth Planners, LLC83$5.60K0.00%+6+7.8%Added
Aspect Partners, LLC89$6.01K0.00%+7+8.5%Added
Clear Street Markets LLC90$6.08K0.00%+90New
Independence Bank of Kentucky90$6.08K0.00%+90New
Abound Wealth Management90$6.09K0.00%−1−1.1%Reduced
Red Tortoise LLC95$6.41K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC97$6.55K0.00%00.0%Unchanged
DT Investment Partners, LLC98$6.62K0.00%00.0%Unchanged
Tributary Capital Management, LLC99$6.68K0.00%00.0%Unchanged
Duncker Streett & Co Inc100$6.75K0.00%00.0%Unchanged
Valued Wealth Advisors LLC100$6.75K0.00%+7+7.5%Added
Transce3nd, LLC100$6.75K0.00%+100New
Avion Wealth110$7.00K0.00%+12+12.2%Added
Sugar Maple Asset Management, LLC105$7.09K0.01%+105New
Atlas Capital Advisors LLC108$7.29K0.00%+100+1,250.0%Added
Financial Management Professionals, Inc.124$8.37K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC124$8.38K0.01%+1+0.8%Added
Future Financial Wealth Managment LLC129$8.71K0.01%00.0%Unchanged
Dunhill Financial, LLC140$9.48K0.00%+28+25.0%Added
Carolinas Wealth Consulting LLC146$9.80K0.00%+39+36.4%Added
McCarthy Grittinger Financial Group, LLC148$9.99K0.00%00.0%Unchanged
Valley National Advisers Inc160$10.0K0.00%+5+3.2%Added
Rialto Wealth Management, LLC150$10.1K0.00%+150New
Parvin Asset Management, LLC158$10.7K0.01%+158New
Sittner & Nelson, LLC169$11.4K0.00%00.0%Unchanged
Beacon Capital Management, LLC175$11.8K0.00%+30+20.7%Added
Medallion Wealth Advisors, LLC184$12.4K0.01%+184New
Sugarloaf Wealth Management, LLC186$12.6K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.191$12.9K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.192$13.0K0.01%00.0%Unchanged
Prudent Man Investment Management, Inc.200$13.5K0.01%+200New
Stuart Chaussee & Associates, Inc.202$13.6K0.00%00.0%Unchanged
WFA Asset Management Corp206$13.9K0.01%+1+0.5%Added
Atticus Wealth Management, LLC220$14.9K0.00%00.0%Unchanged
Caitlin John, LLC221$14.9K0.01%00.0%Unchanged
Loomis Sayles & Co L P228$15.0K0.00%+228New
TD Waterhouse Canada Inc.225$15.2K0.00%+125+125.0%Added
Greenline Partners, LLC226$15.3K0.00%+226New
Stonebridge Financial Group, LLC226$15.3K0.00%+226New
Global Wealth Strategies & Associates228$15.4K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC230$15.5K0.00%00.0%Unchanged
Spurstone Advisory Services, LLC233$15.7K0.30%+233New
MV Capital Management, Inc.234$15.8K0.00%+25+12.0%Added
DHJJ Financial Advisors, Ltd.235$15.9K0.01%00.0%Unchanged
ORG Partners LLC236$16.0K0.00%+48+25.5%Added
Nemes Rush Group LLC239$16.1K0.00%+2+0.8%Added
Armstrong Advisory Group, Inc245$16.5K0.00%00.0%Unchanged