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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 9,684 | $653.9K | 0.01% | −304−3.0% | Reduced |
| Everence Capital Management Inc | 9,734 | $657.0K | 0.04% | −10−0.1% | Reduced |
| Financial Advocates Investment Management | 9,751 | $658.4K | 0.04% | −500−4.9% | Reduced |
| Argent Trust Co | 9,781 | $660.4K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 9,838 | $664.3K | 0.01% | +537+5.8% | Added |
| Freestone Grove Partners LP | 9,857 | $665.5K | 0.01% | +9,857 | New |
| Cornerstone Advisors, LLC | 9,900 | $668.4K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 9,914 | $669.4K | 0.09% | −90−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 10,102 | $670.6K | 0.02% | +1,927+23.6% | Added |
| First Foundation Advisors | 10,011 | $675.9K | 0.03% | −850−7.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,077 | $680.4K | 0.24% | +2,180+27.6% | Added |
| CIBC Private Wealth Group, LLC | 10,269 | $681.8K | 0.00% | −3,549−25.7% | Reduced |
| Trust Point Inc. | 10,220 | $690.1K | 0.05% | +2,713+36.1% | Added |
| Prosperity Consulting Group, LLC | 10,305 | $695.8K | 0.05% | +4,929+91.7% | Added |
| Horizon Investments, LLC | 10,390 | $695.8K | 0.02% | +198+1.9% | Added |
| Intrust Bank NA | 10,306 | $695.9K | 0.07% | +286+2.9% | Added |
| Cornerstone Planning, LLC | 10,545 | $712.0K | 0.27% | +10,545 | New |
| Empowered Funds, LLC | 10,568 | $713.6K | 0.01% | +1,064+11.2% | Added |
| Proequities, Inc. | 10,654 | $713.6K | 0.04% | +4,110+62.8% | Added |
| Bard Financial Services, Inc. | 10,625 | $717.4K | 0.09% | 00.0% | Unchanged |
| Fosun International Ltd | 10,731 | $718.6K | 0.22% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 10,726 | $724.2K | 0.04% | +1,004+10.3% | Added |
| Cresset Asset Management, LLC | 10,736 | $724.9K | 0.00% | −36,012−77.0% | Reduced |
| Cypress Capital Group | 10,736 | $724.9K | 0.09% | −6,129−36.3% | Reduced |
| Concurrent Investment Advisors, LLC | 10,879 | $734.6K | 0.02% | +959+9.7% | Added |
| Finer Wealth Management, Inc. | 10,942 | $738.8K | 0.42% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 10,979 | $741.3K | 0.11% | +337+3.2% | Added |
| Thompson Investment Management, Inc. | 10,999 | $742.7K | 0.11% | −500−4.3% | Reduced |
| Bell Bank | 11,071 | $747.5K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 11,085 | $748.4K | 0.25% | −79−0.7% | Reduced |
| Spirit of America Management Corp | 11,150 | $752.8K | 0.15% | +2,750+32.7% | Added |
| Emerald Advisors, LLC | 11,366 | $767.4K | 0.11% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,442 | $772.6K | 0.04% | +658+6.1% | Added |
| Chronos Wealth Management, LLC | 11,491 | $775.9K | 0.40% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,496 | $776.2K | 0.03% | −7,092−38.2% | Reduced |
| Koshinski Asset Management, Inc. | 11,665 | $787.6K | 0.07% | +10.0% | Added |
| Advisors Management Group Inc | 11,670 | $788.0K | 0.19% | +14+0.1% | Added |
| SRS Capital Advisors, Inc. | 11,743 | $792.9K | 0.05% | +7,701+190.5% | Added |
| Brown Advisory Inc | 12,166 | $821.4K | 0.00% | +3,063+33.6% | Added |
| Resources Investment Advisors, LLC. | 12,180 | $822.4K | 0.01% | −1,968−13.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,193 | $823.0K | 0.01% | −6,666−35.3% | Reduced |
| Sherbrooke Park Advisers LLC | 12,218 | $825.0K | 0.26% | +7,228+144.8% | Added |
| Dearborn Partners LLC | 12,289 | $829.8K | 0.03% | +23+0.2% | Added |
| Advisory Services Network, LLC | 12,319 | $831.8K | 0.02% | +472+4.0% | Added |
| Paradigm Asset Management Co LLC | 12,400 | $837.2K | 0.23% | +12,400 | New |
| LVW Advisors, LLC | 12,502 | $844.1K | 0.10% | +7,822+167.1% | Added |
| Bailard, Inc. | 12,837 | $866.8K | 0.02% | +370+3.0% | Added |
| Ascent Group, LLC | 12,871 | $869.0K | 0.07% | +7,925+160.2% | Added |
| United Services Automobile Association | 13,030 | $879.8K | 0.03% | −1,580−10.8% | Reduced |
| Sigma Planning Corp | 13,091 | $883.9K | 0.03% | −318−2.4% | Reduced |
| Jump Financial, LLC | 13,103 | $884.7K | 0.02% | −3,448−20.8% | Reduced |
| Aspen Wealth Strategies, LLC | 13,186 | $890.3K | 0.57% | −142−1.1% | Reduced |
| KLCM Advisors, Inc. | 13,200 | $891.3K | 0.10% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 13,421 | $906.2K | 0.02% | +366+2.8% | Added |
| Prospera Financial Services Inc | 13,738 | $927.7K | 0.02% | +764+5.9% | Added |
| Tiaa Trust, National Association | 13,747 | $928.3K | 0.00% | +80+0.6% | Added |
| Callan Family Office, LLC | 13,769 | $929.7K | 0.06% | +13,769 | New |
| Prelude Capital Management, LLC | 13,795 | $931.4K | 0.08% | +13,795 | New |
| AdvisorNet Financial, Inc | 13,851 | $935.2K | 0.08% | −8,753−38.7% | Reduced |
| Tradewinds Capital Management, LLC | 13,987 | $944.4K | 0.25% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 14,169 | $956.7K | 0.04% | +14,169 | New |
| Corundum Group, Inc. | 14,187 | $957.9K | 0.36% | +8,358+143.4% | Added |
| Dorsey & Whitney Trust CO LLC | 14,230 | $960.8K | 0.05% | +136+1.0% | Added |
| Tectonic Advisors LLC | 14,247 | $962.0K | 0.06% | +7,472+110.3% | Added |
| Ashton Thomas Private Wealth, LLC | 14,384 | $971.2K | 0.04% | +1,356+10.4% | Added |
| BKD Wealth Advisors, LLC | 14,443 | $975.2K | 0.02% | −108−0.7% | Reduced |
| WealthTrust Axiom LLC | 14,501 | $979.1K | 0.29% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 14,523 | $980.6K | 0.02% | +917+6.7% | Added |
| Greenleaf Trust | 14,527 | $980.9K | 0.01% | +705+5.1% | Added |
| Vident Advisory, LLC | 14,673 | $990.8K | 0.02% | +1,018+7.5% | Added |
| Quest Partners LLC | 14,796 | $999.0K | 0.13% | +14,787+164,300.0% | Added |
| Jones Financial Companies LLLP | 14,825 | $1.00M | 0.00% | +3,905+35.8% | Added |
| Western Wealth Management, LLC | 14,896 | $1.01M | 0.05% | −442−2.9% | Reduced |
| HB Wealth Management, LLC | 15,073 | $1.02M | 0.01% | +5,213+52.9% | Added |
| Cullen/Frost Bankers, Inc. | 15,241 | $1.03M | 0.01% | +9,465+163.9% | Added |
| Great Waters Wealth Management | 15,334 | $1.04M | 0.13% | −981−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,436 | $1.04M | 0.04% | +600+4.0% | Added |
| Bond & Devick Financial Network, Inc. | 15,972 | $1.04M | 0.45% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,460 | $1.04M | 0.03% | −378−2.4% | Reduced |
| Maven Securities LTD | 15,489 | $1.05M | 0.17% | +15,489 | New |
| Enhancing Capital LLC | 15,500 | $1.05M | 0.83% | +15,500 | New |
| Mattson Financial Services, LLC | 16,089 | $1.05M | 0.34% | −5,224−24.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 15,618 | $1.05M | 0.08% | +11,745+303.3% | Added |
| Johnson Financial Group, Inc. | 15,762 | $1.06M | 0.05% | +15,762 | New |
| Bessemer Group Inc | 15,942 | $1.08M | 0.00% | +458+3.0% | Added |
| Vermillion Wealth Management, Inc. | 16,090 | $1.09M | 0.56% | +16,090 | New |
| Dechtman Wealth Management, LLC | 16,136 | $1.09M | 0.21% | +138+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.10M | 0.13% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 16,354 | $1.10M | 0.02% | +1,987+13.8% | Added |
| Great Valley Advisor Group, Inc. | 16,418 | $1.11M | 0.02% | −3,564−17.8% | Reduced |
| Reuter James Wealth Management, LLC | 16,426 | $1.11M | 0.21% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,515 | $1.12M | 0.01% | +8,868+116.0% | Added |
| Benjamin Edwards Inc | 16,605 | $1.12M | 0.02% | +183+1.1% | Added |
| XTX Topco Ltd | 16,664 | $1.13M | 0.09% | +124+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 16,778 | $1.13M | 0.01% | +1,329+8.6% | Added |
| Allstate Corp | 16,794 | $1.13M | 0.03% | +16,794 | New |
| Howard Capital Management Inc. | 16,809 | $1.13M | 0.02% | +501+3.1% | Added |
| Merit Financial Group, LLC | 17,108 | $1.16M | 0.02% | +13,615+389.8% | Added |
| Equitable Trust Co | 17,163 | $1.16M | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17,202 | $1.16M | 0.03% | −116−0.7% | Reduced |