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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Trust Corp | 5,639,107 | $380.8M | 0.05% | +561,478+11.1% | Added |
| Invesco Ltd. | 5,678,448 | $383.4M | 0.07% | +504,143+9.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 6,573,894 | $443.9M | 1.51% | +1,090,208+19.9% | Added |
| FMR LLC | 6,608,044 | $446.2M | 0.03% | +3,581,436+118.3% | Added |
| Morgan Stanley | 7,286,555 | $492.0M | 0.03% | +323,062+4.6% | Added |
| Goldman Sachs Group Inc | 7,730,670 | $522.0M | 0.10% | +1,575,817+25.6% | Added |
| Aristotle Capital Management, LLC | 13,482,046 | $910.3M | 1.75% | −213,187−1.6% | Reduced |
| Geode Capital Management, LLC | 15,178,956 | $1.03B | 0.08% | +616,853+4.2% | Added |
| Massachusetts Financial Services Co | 17,613,239 | $1.19B | 0.38% | +2,422,483+15.9% | Added |
| JPMorgan Chase & Co | 19,291,149 | $1.30B | 0.10% | +1,022,194+5.6% | Added |
| Price T Rowe Associates Inc | 19,700,788 | $1.33B | 0.15% | −772,744−3.8% | Reduced |
| Bank of America Corp | 20,762,745 | $1.40B | 0.13% | +6,336,180+43.9% | Added |
| State Street Corp | 36,592,959 | $2.47B | 0.10% | −550,066−1.5% | Reduced |
| BlackRock, Inc. | 47,838,797 | $3.23B | 0.07% | +1,742,028+3.8% | Added |
| Vanguard Group Inc | 73,831,988 | $4.99B | 0.09% | +953,002+1.3% | Added |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −984,700−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −196,179−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −195,053−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −176,824−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −174,151−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −112,669−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −83,910−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −73,825−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −68,577−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,668−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −49,200−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −37,901−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −37,191−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −29,961−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −27,015−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −26,841−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −23,076−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −21,979−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −18,670−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,224−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −14,782−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −13,327−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,667−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −9,912−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −6,371−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −4,378−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,347−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −4,196−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −3,354−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| EnRich Financial Partners LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| Argent Financial Group, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Kure Advisory, LLC | – | – | – | – | Not filed |
| Kowal Investment Group, LLC | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |