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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 6,137 | $414.4K | 0.11% | −392−6.0% | Reduced |
| Access Financial Services, Inc. | 6,158 | $415.8K | 0.19% | −329−5.1% | Reduced |
| Townsend & Associates, Inc | 6,148 | $416.1K | 0.04% | 00.0% | Unchanged |
| Affiance Financial, LLC | 6,167 | $416.4K | 0.10% | −353−5.4% | Reduced |
| Park Place Capital Corp | 6,192 | $418.1K | 0.12% | −419−6.3% | Reduced |
| Heritage Trust Co | 6,197 | $418.4K | 0.05% | +6,197 | New |
| Polymer Capital Management (HK) LTD | 6,243 | $421.5K | 0.07% | +6,243 | New |
| Safeguard Investment Advisory Group, LLC | 6,250 | $422.0K | 0.12% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,258 | $422.5K | 0.05% | +368+6.2% | Added |
| Eastern Bank | 6,268 | $423.2K | 0.01% | +1,666+36.2% | Added |
| Integris Wealth Management, LLC | 6,323 | $426.9K | 0.12% | +160+2.6% | Added |
| Norden Group LLC | 6,325 | $427.1K | 0.05% | +879+16.1% | Added |
| Sumitomo Life Insurance Co | 6,338 | $427.9K | 0.01% | −253−3.8% | Reduced |
| GTS Securities LLC | 6,354 | $429.0K | 0.02% | +2,181+52.3% | Added |
| 111 Capital | 6,373 | $430.3K | 0.09% | +6,373 | New |
| Csenge Advisory Group | 6,382 | $430.9K | 0.02% | +539+9.2% | Added |
| Stratos Wealth Partners, LTD. | 6,445 | $435.2K | 0.01% | +801+14.2% | Added |
| Coastline Trust Co | 6,450 | $435.5K | 0.05% | −2,305−26.3% | Reduced |
| International Assets Investment Management, LLC | 6,573 | $439.5K | 0.04% | −499,915−98.7% | Reduced |
| Sheets Smith Wealth Management | 6,516 | $440.0K | 0.05% | −150−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,529 | $440.8K | 0.01% | −291−4.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,594 | $445.0K | 0.01% | +6,594 | New |
| Change Path, LLC | 6,645 | $448.7K | 0.01% | +6,645 | New |
| Level Four Advisory Services, LLC | 6,695 | $452.1K | 0.02% | −26−0.4% | Reduced |
| SNS Financial Group, LLC | 6,725 | $454.1K | 0.05% | +30.0% | Added |
| Eqis Capital Management, Inc. | 6,739 | $455.0K | 0.04% | +32+0.5% | Added |
| Romano Brothers and Company | 6,762 | $456.6K | 0.06% | −100−1.5% | Reduced |
| Paradigm Financial Partners, LLC | 6,815 | $460.1K | 0.06% | +2,100+44.5% | Added |
| Synovus Financial Corp | 6,838 | $461.8K | 0.01% | +1,043+18.0% | Added |
| Gateway Investment Advisers LLC | 6,855 | $462.9K | 0.01% | −242−3.4% | Reduced |
| Spire Wealth Management | 6,867 | $463.7K | 0.01% | +185+2.8% | Added |
| Brown Financial Advisors | 6,913 | $466.8K | 0.19% | −1,157−14.3% | Reduced |
| Aveo Capital Partners, LLC | 6,941 | $468.7K | 0.05% | +476+7.4% | Added |
| Canada Post Corp Registered Pension Plan | 6,952 | $469.4K | 0.03% | +6,952 | New |
| David Loasby | 7,413 | $469.8K | 0.04% | +232+3.2% | Added |
| Wedmont Private Capital | 7,417 | $470.0K | 0.02% | +1,953+35.7% | Added |
| Zacks Investment Management | 7,084 | $478.4K | 0.00% | +702+11.0% | Added |
| Wetherby Asset Management Inc | 7,153 | $483.0K | 0.02% | +323+4.7% | Added |
| Copley Financial Group, Inc. | 7,158 | $483.3K | 0.37% | −986−12.1% | Reduced |
| Glenview Trust Co | 7,168 | $484.0K | 0.01% | +2,683+59.8% | Added |
| Signaturefd, LLC | 7,242 | $489.0K | 0.01% | −76−1.0% | Reduced |
| RFG Advisory, LLC | 7,253 | $489.7K | 0.01% | +1,804+33.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,623 | $492.0K | 0.09% | +1,117+6.8% | Added |
| Fundamentun, LLC | 7,360 | $497.0K | 0.03% | −942−11.3% | Reduced |
| Fiduciary Alliance LLC | 7,392 | $499.1K | 0.05% | +30+0.4% | Added |
| Bank of Hawaii | 7,402 | $499.8K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,409 | $500.3K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 7,419 | $500.9K | 0.29% | −5,609−43.1% | Reduced |
| Lifelong Wealth Advisors, Inc. | 7,421 | $501.1K | 0.23% | +7,421 | New |
| Parsons Capital Management Inc | 7,447 | $502.8K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 7,478 | $504.9K | 0.06% | +201+2.8% | Added |
| Meeder Advisory Services, Inc. | 7,514 | $507.4K | 0.03% | +465+6.6% | Added |
| Stephens Inc | 7,540 | $509.1K | 0.01% | −249−3.2% | Reduced |
| Freedom Financial Partners LLC | 7,548 | $509.6K | 0.25% | +7,548 | New |
| Bryce Point Capital, LLC | 7,552 | $509.9K | 0.15% | +7,552 | New |
| Legacy Wealth Asset Management, LLC | 7,646 | $516.3K | 0.14% | −7−0.1% | Reduced |
| SFMG, LLC | 7,675 | $518.2K | 0.04% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 7,685 | $518.9K | 0.21% | +7,685 | New |
| AlphaStar Capital Management, LLC | 7,708 | $520.4K | 0.05% | +2,243+41.0% | Added |
| Bradley Foster & Sargent Inc | 7,815 | $527.7K | 0.01% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,827 | $528.5K | 0.42% | +10+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,865 | $531.0K | 0.00% | −3,155−28.6% | Reduced |
| Smartleaf Asset Management LLC | 7,889 | $533.3K | 0.05% | +633+8.7% | Added |
| Ballentine Partners, LLC | 7,943 | $536.3K | 0.01% | +352+4.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,968 | $538.0K | 0.02% | +522+7.0% | Added |
| Robeco Institutional Asset Management B.V. | 7,985 | $539.1K | 0.00% | −33,024−80.5% | Reduced |
| First National Bank & Trust Co of Newtown | 8,016 | $541.2K | 0.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,026 | $541.9K | 0.00% | −740−8.4% | Reduced |
| Warren Averett Asset Management, LLC | 8,096 | $546.7K | 0.01% | +3,691+83.8% | Added |
| Cohen Klingenstein LLC | 8,100 | $546.9K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,103 | $547.1K | 0.03% | −1,398−14.7% | Reduced |
| Amarillo National Bank | 8,141 | $549.7K | 0.10% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 8,197 | $553.5K | 0.03% | +2,161+35.8% | Added |
| Teza Capital Management LLC | 8,243 | $556.6K | 0.08% | −15,555−65.4% | Reduced |
| Modern Wealth Management, LLC | 8,247 | $556.9K | 0.02% | +398+5.1% | Added |
| Oarsman Capital, Inc. | 8,272 | $558.5K | 0.10% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 8,415 | $568.0K | 0.20% | +4,051+92.8% | Added |
| Marks Group Wealth Management, Inc | 8,437 | $569.7K | 0.06% | 00.0% | Unchanged |
| STF Management LP | 8,455 | $570.9K | 0.26% | +576+7.3% | Added |
| MUFG Securities Americas Inc. | 8,478 | $572.4K | 0.07% | +8,478 | New |
| Cascade Investment Group, Inc. | 8,480 | $572.6K | 0.41% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8,524 | $575.5K | 0.05% | +88+1.0% | Added |
| Old Port Advisors | 8,607 | $581.1K | 0.17% | −225−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 8,688 | $586.6K | 0.01% | −595−6.4% | Reduced |
| CAPROCK Group, Inc. | 8,803 | $594.4K | 0.02% | +1,410+19.1% | Added |
| American State Bank (Iowa) | 8,809 | $594.8K | 0.36% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,849 | $597.5K | 0.02% | −520−5.6% | Reduced |
| Ameriflex Group, Inc. | 8,914 | $599.0K | 0.27% | +8,914 | New |
| Central Trust Co | 8,883 | $599.8K | 0.01% | −1,903−17.6% | Reduced |
| Midwest Professional Planners, LTD. | 8,909 | $601.5K | 0.18% | −10−0.1% | Reduced |
| Venturi Wealth Management, LLC | 9,059 | $611.7K | 0.03% | +1,611+21.6% | Added |
| Aviva PLC | 9,148 | $617.7K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,164 | $618.7K | 0.05% | +3,729+68.6% | Added |
| FineMark National Bank & Trust | 9,180 | $619.8K | 0.02% | +80+0.9% | Added |
| Sym Financial Corp | 9,222 | $622.7K | 0.08% | +642+7.5% | Added |
| EverSource Wealth Advisors, LLC | 9,242 | $624.0K | 0.04% | +160+1.8% | Added |
| China Universal Asset Management Co., Ltd. | 9,345 | $631.0K | 0.06% | +2,274+32.2% | Added |
| Kestra Private Wealth Services, LLC | 9,362 | $632.1K | 0.01% | +1,040+12.5% | Added |
| First Hawaiian Bank | 9,481 | $640.2K | 0.02% | −638−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,552 | $645.0K | 0.00% | +2,215+30.2% | Added |