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 |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 1,276 | $86.2K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,309 | $88.4K | 0.04% | +229+21.2% | Added |
| Capital Advisors, Ltd. LLC | 1,323 | $89.0K | 0.01% | +148+12.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,341 | $90.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,355 | $91.5K | 0.00% | +31+2.3% | Added |
| North Ridge Wealth Advisors, Inc. | 1,356 | $91.6K | 0.06% | +1,356 | New |
| Hanson & Doremus Investment Management | 1,459 | $99.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,476 | $99.7K | 0.00% | +395+36.5% | Added |
| Penserra Capital Management LLC | 1,502 | $101.0K | 0.00% | +1,454+3,029.2% | Added |
| Pinnacle Bancorp, Inc. | 1,497 | $101.1K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,513 | $102.2K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,528 | $103.3K | 0.03% | −50−3.2% | Reduced |
| Colonial Trust Advisors | 1,545 | $104.3K | 0.01% | −200−11.5% | Reduced |
| Altshuler Shaham Ltd | 1,551 | $104.7K | 0.00% | +1,551 | New |
| Tandem Financial, LLC | 1,609 | $108.6K | 0.12% | +1,609 | New |
| State of Wyoming | 1,620 | $109.4K | 0.01% | −3,064−65.4% | Reduced |
| PSI Advisors, LLC | 1,629 | $110.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $110.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 1,677 | $113.2K | 0.00% | +1,401+507.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $115.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $115.7K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,722 | $116.0K | 0.07% | −1,100−39.0% | Reduced |
| Aspetuck Financial Management LLC | 1,760 | $118.8K | 0.09% | +1,760 | New |
| Millstone Evans Group, LLC | 1,779 | $120.1K | 0.08% | +1,779 | New |
| Optiver Holding B.V. | 1,779 | $120.1K | 0.00% | +1,462+461.2% | Added |
| First Community Trust NA | 1,800 | $121.5K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,810 | $122.2K | 0.08% | +54+3.1% | Added |
| Massmutual Trust Co FSB | 1,815 | $122.5K | 0.00% | +270+17.5% | Added |
| Cromwell Holdings LLC | 1,824 | $123.2K | 0.07% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,871 | $126.3K | 0.02% | +1,871 | New |
| Skopos Labs, Inc. | 1,920 | $129.6K | 0.04% | +178+10.2% | Added |
| Quadrant Capital Group LLC | 1,969 | $132.9K | 0.01% | +55+2.9% | Added |
| True Wealth Design, LLC | 1,987 | $134.1K | 0.05% | +14+0.7% | Added |
| Chilton Capital Management LLC | 2,000 | $135.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,036 | $137.4K | 0.09% | +4+0.2% | Added |
| HM Payson & Co | 2,041 | $137.8K | 0.00% | +256+14.3% | Added |
| Financial Perspectives, Inc | 2,046 | $138.2K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 2,089 | $141.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,121 | $143.2K | 0.03% | +599+39.4% | Added |
| GPS Wealth Strategies Group, LLC | 2,171 | $146.6K | 0.02% | −555−20.4% | Reduced |
| Whittier Trust Co | 2,230 | $150.6K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,233 | $151.0K | 0.01% | +11+0.5% | Added |
| Catalyst Capital Advisors LLC | 2,247 | $151.7K | 0.00% | +1,412+169.1% | Added |
| Sentry Investment Management LLC | 2,245 | $152.0K | 0.07% | −366−14.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $152.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,266 | $153.0K | 0.01% | −5−0.2% | Reduced |
| First Command Advisory Services, Inc. | 2,281 | $154.0K | 0.00% | +2,281 | New |
| Marquette Asset Management, LLC | 2,300 | $155.3K | 0.03% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,308 | $155.8K | 0.15% | +2,308 | New |
| Sunbelt Securities, Inc. | 2,310 | $156.1K | 0.01% | −165−6.7% | Reduced |
| MAI Capital Management | 2,339 | $158.0K | 0.00% | +2,339 | New |
| Whipplewood Advisors, LLC | 2,346 | $158.4K | 0.09% | +2,346 | New |
| Riverview Trust Co | 2,348 | $158.5K | 0.14% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $160.4K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,401 | $163.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,460 | $166.1K | 0.01% | +341+16.1% | Added |
| Founders Capital Management | 2,500 | $168.8K | 0.11% | 00.0% | Unchanged |
| Motco | 2,517 | $169.9K | 0.02% | −70−2.7% | Reduced |
| City State Bank | 2,526 | $170.6K | 0.06% | +760+43.0% | Added |
| Hilltop National Bank | 2,529 | $170.8K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,590 | $174.9K | 0.00% | −580−18.3% | Reduced |
| GeoWealth Management, LLC | 2,594 | $175.1K | 0.01% | −778−23.1% | Reduced |
| Rosenberg Matthew Hamilton | 2,679 | $180.9K | 0.05% | −1,409−34.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 2,693 | $181.9K | 0.05% | +9+0.3% | Added |
| High Note Wealth, LLC | 2,694 | $181.9K | 0.05% | +2,694 | New |
| Cary Street Partners Financial LLC | 2,707 | $182.8K | 0.01% | +2,707 | New |
| Ossiam | 2,844 | $192.0K | 0.00% | −651−18.6% | Reduced |
| Colonial Trust Co | 2,871 | $193.8K | 0.03% | +353+14.0% | Added |
| Broadwater Capital Management LLC | 2,880 | $194.5K | 0.15% | 00.0% | Unchanged |
| Trust Co | 2,882 | $194.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,887 | $194.9K | 0.01% | +133+4.8% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $196.1K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,914 | $196.8K | 0.01% | −579−16.6% | Reduced |
| Panoramic Investment Advisors, LLC | 2,971 | $200.6K | 0.13% | +2,971 | New |
| Meeder Asset Management Inc | 3,005 | $202.9K | 0.01% | −26,597−89.8% | Reduced |
| Avantax Planning Partners, Inc. | 3,011 | $203.3K | 0.01% | +3,011 | New |
| Frank, Rimerman Advisors LLC | 3,016 | $203.6K | 0.01% | +3,016 | New |
| St Germain D J Co Inc | 3,027 | $204.4K | 0.01% | +874+40.6% | Added |
| LRI Investments, LLC | 3,037 | $205.1K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 3,060 | $207.0K | 0.02% | +3,060 | New |
| Alteri Wealth LLC | 3,068 | $207.2K | 0.06% | +3,068 | New |
| Phillips Wealth Planners LLC | 3,270 | $207.2K | 0.21% | −30−0.9% | Reduced |
| Compass Financial Group, INC | 3,079 | $207.9K | 0.04% | 00.0% | Unchanged |
| Sharpepoint LLC | 3,124 | $210.9K | 0.19% | +3,124 | New |
| Umb Bank N A | 3,139 | $211.9K | 0.00% | +38+1.2% | Added |
| HTLF Bank | 3,145 | $212.3K | 0.02% | −302−8.8% | Reduced |
| Centric Wealth Management | 3,150 | $212.7K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,151 | $212.8K | 0.00% | +3,151 | New |
| Kuhn & Co Investment Counsel | 3,159 | $213.3K | 0.18% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $213.6K | 0.03% | −1,750−35.6% | Reduced |
| Leverty Financial Group, LLC | 3,166 | $213.8K | 0.11% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,177 | $214.5K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 3,178 | $214.6K | 0.02% | −460−12.6% | Reduced |
| Nations Financial Group Inc, | 3,183 | $214.9K | 0.02% | −3,716−53.9% | Reduced |
| Kennedy Capital Management, Inc. | 3,199 | $216.0K | 0.00% | +9+0.3% | Added |
| Concord Asset Management, LLC | 3,201 | $216.1K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,217 | $217.2K | 0.03% | +3,217 | New |
| Sharkey, Howes & Javer | 3,219 | $217.3K | 0.03% | +3,219 | New |
| USAdvisors Wealth Management, LLC | 3,237 | $218.0K | 0.07% | −123−3.7% | Reduced |
| Gotham Asset Management, LLC | 3,245 | $219.1K | 0.00% | +5+0.2% | Added |