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 |
|---|---|---|---|---|---|
| Kestra Investment Management, LLC | 3,266 | $220.5K | 0.01% | +3,266 | New |
| Morningstar Investment Management LLC | 3,274 | $221.0K | 0.02% | 00.0% | Unchanged |
| Anchor Pointe Wealth Management, LLC | 3,276 | $221.4K | 0.29% | +3,276 | New |
| Sabal Trust CO | 3,283 | $221.7K | 0.01% | −2,462−42.9% | Reduced |
| First Heartland Consultants, Inc. | 3,290 | $222.1K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,291 | $222.2K | 0.02% | +206+6.7% | Added |
| Knollwood Investment Advisory, LLC | 3,323 | $224.4K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3,323 | $224.4K | 0.06% | +3,323 | New |
| Howe & Rusling Inc | 3,336 | $225.2K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,347 | $226.0K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,352 | $226.3K | 0.06% | +3,352 | New |
| Chesley Taft & Associates LLC | 3,370 | $227.5K | 0.01% | −481−12.5% | Reduced |
| Windsor Capital Management, LLC | 3,375 | $227.9K | 0.07% | +22+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 3,392 | $229.0K | 0.01% | +3,392 | New |
| Ariadne Wealth Management, LP | 3,425 | $229.1K | 0.10% | −1,683−32.9% | Reduced |
| Fidelis Capital Partners, LLC | 3,386 | $229.4K | 0.02% | +90+2.7% | Added |
| Peoples Financial Services Corp. | 3,400 | $229.6K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,404 | $229.8K | 0.05% | −194−5.4% | Reduced |
| First National Bank Sioux Falls | 3,404 | $229.8K | 0.10% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,408 | $230.1K | 0.00% | +466+15.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,412 | $230.4K | 0.01% | −940−21.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,413 | $230.4K | 0.08% | −13,795−80.2% | Reduced |
| WESPAC Advisors, LLC | 3,425 | $231.3K | 0.17% | −94−2.7% | Reduced |
| LCM Capital Management Inc | 3,426 | $231.3K | 0.13% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $231.7K | 0.01% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 3,433 | $231.8K | 0.13% | +3,433 | New |
| Perpetual Ltd | 3,460 | $233.6K | 0.00% | +10+0.3% | Added |
| FDx Advisors, Inc. | 3,459 | $234.0K | 0.07% | −293−7.8% | Reduced |
| Avidian Wealth Solutions, LLC | 3,496 | $236.1K | 0.01% | +402+13.0% | Added |
| Sunpointe, LLC | 3,499 | $236.3K | 0.12% | −253−6.7% | Reduced |
| CoreFirst Bank & Trust | 3,514 | $237.3K | 0.14% | −45−1.3% | Reduced |
| Fortress Financial Group, LLC | 3,516 | $237.4K | 0.24% | +3,516 | New |
| Avestar Capital, LLC | 3,532 | $238.5K | 0.02% | +343+10.8% | Added |
| Brighton Jones LLC | 3,549 | $239.7K | 0.01% | +3,549 | New |
| Essex Financial Services, Inc. | 3,551 | $239.8K | 0.02% | +57+1.6% | Added |
| Brass Tax Wealth Management, Inc | 3,570 | $241.0K | 0.05% | +30+0.8% | Added |
| Ci Investments Inc. | 3,601 | $243.0K | 0.00% | +144+4.2% | Added |
| GenTrust, LLC | 3,602 | $243.2K | 0.01% | +155+4.5% | Added |
| Marcum Wealth, LLC | 3,622 | $244.6K | 0.02% | +236+7.0% | Added |
| Capital Advisors Inc | 3,636 | $245.5K | 0.00% | +3,636 | New |
| Pitcairn Co | 3,637 | $245.6K | 0.01% | −84−2.3% | Reduced |
| Scissortail Wealth Management, LLC | 3,649 | $246.4K | 0.06% | +3,645+91,125.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,657 | $246.9K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,659 | $247.1K | 0.05% | +11+0.3% | Added |
| Venture Visionary Partners LLC | 3,675 | $248.1K | 0.01% | −845−18.7% | Reduced |
| Tyche Wealth Partners LLC | 3,679 | $248.4K | 0.05% | −202−5.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 3,689 | $249.1K | 0.00% | −4,833−56.7% | Reduced |
| Accel Wealth Management | 3,712 | $250.7K | 0.10% | +23+0.6% | Added |
| Gries Financial LLC | 3,724 | $251.4K | 0.04% | +647+21.0% | Added |
| Williams Jones Wealth Management, LLC. | 3,738 | $252.4K | 0.00% | −37−1.0% | Reduced |
| Clarius Group, LLC | 3,740 | $252.5K | 0.02% | −248−6.2% | Reduced |
| Priebe Wealth Holdings LLC | 3,764 | $254.1K | 0.17% | +616+19.6% | Added |
| NewEdge Wealth, LLC | 3,794 | $256.2K | 0.00% | +133+3.6% | Added |
| We Are One Seven, LLC | 3,794 | $256.2K | 0.01% | −193−4.8% | Reduced |
| Premier Path Wealth Partners, LLC | 3,795 | $256.2K | 0.04% | +3,795 | New |
| Voleon Capital Management LP | 3,797 | $256.4K | 0.02% | +3,797 | New |
| Financially Speaking Inc | 3,798 | $256.5K | 0.17% | +3,798 | New |
| Planning Center, Inc. | 3,805 | $256.9K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,811 | $257.0K | 0.02% | +3,811 | New |
| Ballast Advisors LLC | 3,832 | $258.7K | 0.08% | −30−0.8% | Reduced |
| Lazari Capital Management, Inc. | 3,842 | $259.4K | 0.10% | +8+0.2% | Added |
| DORVAL Corp | 3,842 | $259.4K | 0.10% | −150−3.8% | Reduced |
| Walleye Capital LLC | 3,853 | $260.2K | 0.00% | −115,375−96.8% | Reduced |
| Austin Private Wealth, LLC | 3,854 | $260.2K | 0.02% | +58+1.5% | Added |
| FSB Premier Wealth Management, Inc. | 3,871 | $261.3K | 0.10% | −37−0.9% | Reduced |
| Headinvest, LLC | 3,875 | $261.6K | 0.05% | −67−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,876 | $261.7K | 0.01% | −91−2.3% | Reduced |
| RNC Capital Management LLC | 3,881 | $262.1K | 0.01% | +18+0.5% | Added |
| Peak Asset Management, LLC | 3,896 | $263.1K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,901 | $263.4K | 0.00% | +256+7.0% | Added |
| BlueStem Wealth Partners, LLC | 3,917 | $264.4K | 0.03% | +3,917 | New |
| Quarry LP | 3,929 | $265.3K | 0.05% | +3,077+361.2% | Added |
| Paragon Capital Management LLC | 3,931 | $265.4K | 0.14% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,943 | $266.2K | 0.01% | +283+7.7% | Added |
| SageView Advisory Group, LLC | 3,951 | $266.8K | 0.01% | +3,951 | New |
| Patrick M Sweeney & Associates, Inc | 3,970 | $268.0K | 0.20% | +75+1.9% | Added |
| Catalina Capital Group, LLC | 3,982 | $268.9K | 0.09% | +685+20.8% | Added |
| Challenger Wealth Management | 4,000 | $270.1K | 0.23% | +4,000 | New |
| Montag A & Associates Inc | 4,012 | $270.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,016 | $271.2K | 0.03% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 4,018 | $271.3K | 0.01% | +863+27.4% | Added |
| Graypoint LLC | 4,019 | $271.4K | 0.02% | +905+29.1% | Added |
| Buska Wealth Management, LLC | 4,046 | $273.2K | 0.09% | −281−6.5% | Reduced |
| Atlantic Family Wealth, LLC | 4,058 | $274.0K | 0.33% | +4,058 | New |
| Kozak & Associates, Inc. | 4,119 | $274.7K | 0.06% | +84+2.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $274.8K | 0.05% | 00.0% | Unchanged |
| Triumph Capital Management | 4,092 | $276.3K | 0.09% | −1,040−20.3% | Reduced |
| Centre Asset Management, LLC | 4,098 | $277.0K | 0.06% | +284+7.4% | Added |
| Atomi Financial Group, Inc. | 4,122 | $278.3K | 0.01% | +4,122 | New |
| Machina Capital S.A.S. | 4,125 | $278.5K | 0.12% | −20,396−83.2% | Reduced |
| Wesbanco Bank Inc | 4,143 | $279.7K | 0.01% | +534+14.8% | Added |
| Wealthspire Advisors, LLC | 4,152 | $280.3K | 0.00% | +4,152 | New |
| Bingham Private Wealth, LLC | 4,182 | $282.4K | 0.30% | +4,182 | New |
| Financial Advisors Network, Inc. | 4,199 | $283.5K | 0.05% | +4,199 | New |
| Lake Street Advisors Group, LLC | 4,200 | $283.6K | 0.01% | +492+13.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,224 | $285.2K | 0.04% | +7+0.2% | Added |
| Conning Inc. | 4,228 | $285.5K | 0.01% | +323+8.3% | Added |
| Horizon Investment Services, LLC | 4,238 | $286.1K | 0.12% | +192+4.7% | Added |
| Capital Investment Advisors, LLC | 4,251 | $287.0K | 0.01% | −693−14.0% | Reduced |
| First Business Financial Services, Inc. | 4,277 | $288.8K | 0.03% | +1,000+30.5% | Added |