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 |
|---|---|---|---|---|---|
| MB, Levis & Associates, LLC | 250 | $16.9K | 0.01% | +250 | New |
| Salomon & Ludwin, LLC | 256 | $17.3K | 0.00% | −24−8.6% | Reduced |
| JFS Wealth Advisors, LLC | 257 | $17.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 259 | $17.5K | 0.01% | +259 | New |
| Gables Capital Management Inc. | 264 | $17.8K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 277 | $18.7K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 281 | $19.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 295 | $19.9K | 0.01% | −294−49.9% | Reduced |
| Capital Analysts, LLC | 297 | $20.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 301 | $20.3K | 0.00% | −92−23.4% | Reduced |
| Criterion Capital Advisors, LLC | 396 | $21.2K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 315 | $21.3K | 0.01% | −1−0.3% | Reduced |
| Bangor Savings Bank | 320 | $21.6K | 0.00% | −58−15.3% | Reduced |
| Webster Bank, N. A. | 325 | $21.9K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 333 | $22.5K | 0.02% | +333 | New |
| GW&K Investment Management, LLC | 347 | $23.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $23.0K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 348 | $23.5K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 349 | $23.6K | 0.01% | +10+2.9% | Added |
| Glen Eagle Advisors, LLC | 350 | $23.6K | 0.00% | +50+16.7% | Added |
| Sierra Ocean, LLC | 384 | $25.9K | 0.02% | +384 | New |
| Strategic Investment Solutions, Inc. | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 400 | $27.0K | 0.01% | +400 | New |
| Pacific Capital Wealth Advisors, Inc | 407 | $27.5K | 0.00% | −20−4.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 410 | $27.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 465 | $31.4K | 0.01% | −97−17.3% | Reduced |
| Tidemark, LLC | 465 | $31.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 472 | $31.9K | 0.03% | −5−1.0% | Reduced |
| Gs Investments, Inc. | 484 | $32.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $33.4K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 497 | $33.6K | 0.01% | +37+8.0% | Added |
| Monetary Management Group Inc | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $33.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 500 | $33.8K | 0.00% | −5,988−92.3% | Reduced |
| Elgethun Capital Management | 503 | $34.0K | 0.01% | −2,043−80.2% | Reduced |
| Crews Bank & Trust | 504 | $34.0K | 0.01% | +504 | New |
| Tower View Investment Management & Research LLC | 515 | $34.7K | 0.02% | +5+1.0% | Added |
| Hemington Wealth Management | 523 | $35.0K | 0.01% | +39+8.1% | Added |
| Luken Investment Analytics, LLC | 526 | $35.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 532 | $35.9K | 0.01% | +315+145.2% | Added |
| Edge Capital Group, LLC | 208,333 | $36.6K | 0.00% | +208,333 | New |
| BFSG, LLC | 547 | $36.9K | 0.00% | −523−48.9% | Reduced |
| TruNorth Capital Management, LLC | 557 | $37.6K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $38.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 580 | $39.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $39.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 593 | $40.0K | 0.00% | +504+566.3% | Added |
| Slocum, Gordon & Co LLP | 600 | $40.5K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 607 | $41.0K | 0.01% | +1+0.2% | Added |
| Continuum Advisory, LLC | 617 | $41.6K | 0.01% | +143+30.2% | Added |
| Bell Investment Advisors, Inc | 621 | $41.9K | 0.01% | −2−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 629 | $42.5K | 0.03% | −2,619−80.6% | Reduced |
| Prestige Wealth Management Group LLC | 631 | $42.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 648 | $43.8K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 652 | $44.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $44.4K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 661 | $44.6K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 662 | $44.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 662 | $44.7K | 0.01% | +83+14.3% | Added |
| SOA Wealth Advisors, LLC. | 676 | $45.6K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 688 | $46.5K | 0.02% | +688 | New |
| Ransom Advisory, Ltd | 702 | $47.4K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 710 | $48.0K | 0.01% | +6+0.9% | Added |
| Strengthening Families & Communities, LLC | 721 | $49.0K | 0.03% | +6+0.8% | Added |
| Rothschild Investment LLC | 731 | $49.4K | 0.00% | +151+26.0% | Added |
| Peoples Bank | 765 | $51.7K | 0.04% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 769 | $51.9K | 0.00% | +769 | New |
| Oakworth Capital, Inc. | 784 | $52.9K | 0.00% | +744+1,860.0% | Added |
| Avalon Trust Co | 800 | $54.0K | 0.00% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 805 | $54.4K | 0.05% | +805 | New |
| Creative Financial Designs Inc | 827 | $55.8K | 0.00% | +156+23.2% | Added |
| Hoese & Co LLP | 836 | $56.4K | 0.05% | −7,361−89.8% | Reduced |
| Versant Capital Management, Inc | 869 | $58.7K | 0.01% | −44−4.8% | Reduced |
| Caldwell Trust Co | 884 | $59.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 887 | $59.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 897 | $60.6K | 0.00% | +52+6.2% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $60.9K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 930 | $62.8K | 0.04% | −17−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 936 | $63.2K | 0.03% | 00.0% | Unchanged |
| Centennial Bank | 947 | $63.9K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 971 | $65.6K | 0.01% | +9+0.9% | Added |
| Hager Investment Management Services, LLC | 1,000 | $67.5K | 0.04% | +1,000 | New |
| Fortitude Family Office, LLC | 1,015 | $68.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $69.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $70.1K | 0.00% | −52−4.8% | Reduced |
| Heritage Wealth Advisors | 1,040 | $70.2K | 0.00% | +640+160.0% | Added |
| Parkside Financial Bank & Trust | 1,057 | $71.4K | 0.01% | +40+3.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $72.2K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,100 | $74.3K | 0.01% | −47−4.1% | Reduced |
| Vision Financial Markets LLC | 1,110 | $74.9K | 0.08% | +1,110 | New |
| SBI Securities Co., Ltd. | 1,131 | $76.4K | 0.00% | +1,131 | New |
| Insight Financial Services | 1,156 | $78.1K | 0.06% | +200+20.9% | Added |
| NBT Bank N A | 1,188 | $80.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,194 | $80.6K | 0.02% | +10+0.8% | Added |
| Vista Private Wealth Partners. LLC | 1,197 | $80.8K | 0.03% | +10+0.8% | Added |
| Delos Wealth Advisors, LLC | 1,200 | $81.0K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,210 | $81.8K | 0.06% | +835+222.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $83.0K | 0.03% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 1,258 | $84.9K | 0.01% | +1,258 | New |
| Flagship Wealth Advisors, LLC | 1,267 | $85.5K | 0.05% | +1,267 | New |