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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 4,301 | $290.4K | 0.00% | +706+19.6% | Added |
| Bremer Bank National Association | 4,306 | $290.7K | 0.06% | −1,712−28.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4,307 | $290.8K | 0.02% | +116+2.8% | Added |
| Evergreen Capital Management LLC | 4,317 | $291.5K | 0.01% | +11+0.3% | Added |
| Dark Forest Capital Management LP | 4,339 | $293.0K | 0.04% | −1,457−25.1% | Reduced |
| Cidel Asset Management Inc | 4,366 | $294.8K | 0.02% | +209+5.0% | Added |
| FFT Wealth Management LLC | 4,377 | $295.5K | 0.02% | −37−0.8% | Reduced |
| South State Corp. | 4,382 | $295.9K | 0.02% | +219+5.3% | Added |
| Christopher J. Hasenberg, Inc | 4,409 | $297.7K | 0.12% | −728−14.2% | Reduced |
| ISAM Funds (UK) Ltd | 4,437 | $299.6K | 0.22% | +4,437 | New |
| GEN Financial Management, INC. | 4,457 | $300.9K | 0.20% | +4,457 | New |
| Trueblood Wealth Management, LLC | 4,465 | $301.5K | 0.15% | −40−0.9% | Reduced |
| Principle Wealth Partners LLC | 4,487 | $303.0K | 0.02% | +140+3.2% | Added |
| Pensionmark Financial Group, LLC | 4,496 | $303.6K | 0.01% | +4,496 | New |
| Poinciana Advisors Group, LLC | 4,524 | $305.5K | 0.31% | +4,524 | New |
| Fox Run Management, L.L.C. | 4,528 | $305.7K | 0.06% | +4,528 | New |
| Advisory Alpha, LLC | 4,530 | $305.9K | 0.01% | −4,139−47.7% | Reduced |
| Sagespring Wealth Partners, LLC | 4,533 | $306.1K | 0.01% | +4,533 | New |
| RMB Capital Management, LLC | 4,542 | $306.7K | 0.01% | −676−13.0% | Reduced |
| Clearstead Advisors, LLC | 4,545 | $306.9K | 0.00% | −178−3.8% | Reduced |
| Wrapmanager Inc | 4,572 | $308.7K | 0.08% | −345−7.0% | Reduced |
| Capital Performance Advisors LLP | 4,645 | $313.6K | 0.10% | +1,216+35.5% | Added |
| Financial Gravity Companies, Inc. | 4,652 | $314.1K | 0.07% | +4,652 | New |
| Net Worth Advisory Group | 4,662 | $314.8K | 0.10% | +59+1.3% | Added |
| Panagora Asset Management Inc | 4,671 | $315.4K | 0.00% | −36,561−88.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,676 | $315.7K | 0.03% | +711+17.9% | Added |
| Warwick Investment Management, Inc. | 4,785 | $323.1K | 0.07% | +4,785 | New |
| Prime Capital Investment Advisors, LLC | 4,787 | $323.2K | 0.00% | +263+5.8% | Added |
| Private Trust Co NA | 4,788 | $323.3K | 0.03% | +233+5.1% | Added |
| AMG National Trust Bank | 4,789 | $323.7K | 0.01% | −201−4.0% | Reduced |
| Danske Bank A/S | 4,799 | $324.0K | 0.00% | 00.0% | Unchanged |
| Carlson Capital Management | 4,837 | $326.6K | 0.01% | +986+25.6% | Added |
| Aventura Private Wealth, LLC | 4,878 | $329.4K | 0.18% | +4,878 | New |
| Significant Wealth Partners LLC | 4,881 | $329.6K | 0.17% | +4,881 | New |
| Scientech Research LLC | 4,906 | $331.3K | 0.09% | +4,906 | New |
| Parallel Advisors, LLC | 4,928 | $332.7K | 0.01% | +1,318+36.5% | Added |
| Lummis Asset Management, LP | 4,949 | $334.2K | 0.42% | 00.0% | Unchanged |
| Invesco, LLC | 4,949 | $334.2K | 0.13% | +871+21.4% | Added |
| Ritholtz Wealth Management | 4,989 | $336.9K | 0.01% | −618−11.0% | Reduced |
| Picton Mahoney Asset Management | 5,009 | $337.0K | 0.01% | +1,545+44.6% | Added |
| Welch Group, LLC | 4,989 | $337.2K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,930 | $338.2K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,023 | $339.3K | 0.03% | +3,410+211.4% | Added |
| Buckingham Strategic Partners | 5,039 | $340.2K | 0.01% | −31−0.6% | Reduced |
| Manchester Capital Management LLC | 5,070 | $342.3K | 0.04% | −19−0.4% | Reduced |
| Flow Traders U.S. LLC | 5,080 | $343.0K | 0.01% | +5,080 | New |
| Secured Retirement Advisors, LLC | 5,087 | $343.4K | 0.20% | −94−1.8% | Reduced |
| Alley Investment Management Company, LLC | 5,097 | $344.1K | 0.04% | −155−3.0% | Reduced |
| TCG Advisory Services, LLC | 5,131 | $346.5K | 0.01% | −1,107−17.7% | Reduced |
| Nautilus Advisors LLC | 5,146 | $347.5K | 0.28% | +5,146 | New |
| Adviser Investments LLC | 5,155 | $348.1K | 0.00% | +176+3.5% | Added |
| PFG Advisors | 5,172 | $349.2K | 0.02% | +5,172 | New |
| Farmers & Merchants Investments Inc | 5,173 | $349.3K | 0.01% | −5−0.1% | Reduced |
| Intrua Financial, LLC | 5,188 | $350.3K | 0.06% | −5,561−51.7% | Reduced |
| Vantage Financial Partners, LLC | 5,188 | $350.3K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,204 | $351.4K | 0.04% | −300−5.5% | Reduced |
| Teacher Retirement System of Texas | 5,218 | $352.0K | 0.00% | −295,597−98.3% | Reduced |
| PrairieView Partners, LLC | 5,221 | $352.0K | 0.04% | +600+13.0% | Added |
| Claro Advisors LLC | 5,223 | $352.6K | 0.05% | −28,141−84.3% | Reduced |
| Ameritas Advisory Services, LLC | 5,229 | $353.0K | 0.01% | −259−4.7% | Reduced |
| Farther Finance Advisors, LLC | 5,257 | $355.0K | 0.01% | −134−2.5% | Reduced |
| First Commonwealth Financial Corp | 5,274 | $356.1K | 0.08% | −170−3.1% | Reduced |
| Concord Wealth Partners | 5,345 | $360.9K | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,370 | $362.5K | 0.02% | +1,845+52.3% | Added |
| Smith Anglin Financial, LLC | 5,378 | $363.2K | 0.03% | +10.0% | Added |
| Wolverine Trading, LLC | 5,382 | $363.8K | 0.01% | −9,193−63.1% | Reduced |
| Charter Trust Co | 5,389 | $363.9K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $364.2K | 0.04% | −195−3.5% | Reduced |
| James Hambro & Partners | 5,400 | $364.8K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 5,439 | $367.2K | 0.01% | −60−1.1% | Reduced |
| Summit Financial, LLC | 5,548 | $374.6K | 0.01% | −27−0.5% | Reduced |
| RDA Financial Network | 5,551 | $374.8K | 0.11% | −449−7.5% | Reduced |
| Lakeridge Wealth Management LLC | 5,551 | $374.8K | 0.19% | +19+0.3% | Added |
| SC&H Financial Advisors, Inc. | 5,592 | $377.6K | 0.08% | −951−14.5% | Reduced |
| FourThought Financial Partners, LLC | 5,594 | $377.7K | 0.04% | +5,594 | New |
| Lantz Financial LLC | 5,637 | $380.6K | 0.10% | −631−10.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,641 | $380.9K | 0.10% | −78−1.4% | Reduced |
| Ingalls & Snyder LLC | 5,643 | $381.0K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,646 | $381.2K | 0.05% | −666−10.6% | Reduced |
| IFP Advisors, Inc | 5,646 | $381.3K | 0.01% | +43+0.8% | Added |
| Legacy Financial Advisors, Inc. | 5,682 | $383.6K | 0.06% | +413+7.8% | Added |
| Cigna Investments Inc | 5,733 | $388.0K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,755 | $388.6K | 0.01% | +5,755 | New |
| Hills Bank & Trust Co | 5,796 | $391.3K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 5,815 | $392.7K | 0.01% | −117−2.0% | Reduced |
| PharVision Advisers, LLC | 5,820 | $393.0K | 0.33% | +5,820 | New |
| Perigon Wealth Management, LLC | 5,937 | $393.0K | 0.01% | +231+4.0% | Added |
| Checchi Capital Advisers, LLC | 5,846 | $394.7K | 0.03% | +245+4.4% | Added |
| Everpar Advisors LLC | 5,881 | $397.1K | 0.20% | +287+5.1% | Added |
| Sandy Spring Bank | 5,893 | $397.9K | 0.02% | +50+0.9% | Added |
| Capital Management Associates, Inc | 5,899 | $398.3K | 0.15% | +55+0.9% | Added |
| HBK Sorce Advisory LLC | 5,903 | $398.6K | 0.01% | +1,344+29.5% | Added |
| CSS LLC | 5,920 | $399.7K | 0.02% | +5,920 | New |
| Personal Cfo Solutions, LLC | 5,934 | $400.7K | 0.08% | +163+2.8% | Added |
| Stock Yards Bank & Trust Co | 5,984 | $404.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 6,004 | $405.4K | 0.02% | +2,158+56.1% | Added |
| Angeles Investment Advisors, LLC | 6,015 | $406.1K | 0.02% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,050 | $408.5K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,066 | $409.6K | 0.01% | +343+6.0% | Added |
| Simon Quick Advisors, LLC | 6,101 | $411.9K | 0.02% | +832+15.8% | Added |