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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 17,302 | $1.17M | 0.23% | +67+0.4% | Added |
| GAMMA Investing LLC | 17,437 | $1.18M | 0.10% | +5,180+42.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,646 | $1.19M | 0.01% | +7,674+77.0% | Added |
| 17 Capital Partners, LLC | 17,810 | $1.20M | 0.76% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 18,011 | $1.22M | 0.01% | +1,001+5.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,233 | $1.23M | 0.03% | +564+3.2% | Added |
| Bryn Mawr Trust Co | 18,289 | $1.23M | 0.02% | +1,072+6.2% | Added |
| Neuberger Berman Group LLC | 18,515 | $1.25M | 0.00% | +1,248+7.2% | Added |
| Empirical Finance, LLC | 18,578 | $1.25M | 0.07% | −224−1.2% | Reduced |
| Icon Advisers Inc | 18,600 | $1.26M | 0.28% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 18,645 | $1.26M | 0.09% | +18,645 | New |
| St. Louis Financial Planners Asset Management, LLC | 19,024 | $1.28M | 0.93% | +19,024 | New |
| Hennion & Walsh Asset Management, Inc. | 19,039 | $1.29M | 0.06% | −2,391−11.2% | Reduced |
| South Dakota Investment Council | 19,141 | $1.29M | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,202 | $1.30M | 0.01% | +6,219+47.9% | Added |
| Keybank National Association | 19,256 | $1.30M | 0.00% | −448−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,538 | $1.32M | 0.04% | +3,219+19.7% | Added |
| M&G Plc | 19,404 | $1.32M | 0.01% | −7,964−29.1% | Reduced |
| Jefferies Financial Group Inc. | 19,620 | $1.32M | 0.01% | +19,620 | New |
| First Western Trust Bank | 19,621 | $1.32M | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,643 | $1.33M | 0.02% | +2,346+13.6% | Added |
| AE Wealth Management LLC | 19,698 | $1.33M | 0.01% | +1,114+6.0% | Added |
| Huntington National Bank | 20,002 | $1.35M | 0.01% | +889+4.7% | Added |
| DeDora Capital, Inc. | 20,126 | $1.36M | 0.37% | +396+2.0% | Added |
| Advisors Asset Management, Inc. | 20,169 | $1.36M | 0.03% | −7,352−26.7% | Reduced |
| Toroso Investments, LLC | 20,186 | $1.36M | 0.01% | +1,646+8.9% | Added |
| NorthRock Partners, LLC | 20,187 | $1.36M | 0.04% | +177+0.9% | Added |
| Westpac Banking Corp | 20,246 | $1.37M | 0.09% | −16,453−44.8% | Reduced |
| White Pine Capital LLC | 20,481 | $1.38M | 0.47% | +31+0.2% | Added |
| Sequoia Financial Advisors, LLC | 20,565 | $1.39M | 0.01% | +12,102+143.0% | Added |
| Valtinson Bruner Financial Planning LLC | 20,795 | $1.40M | 0.49% | −1,010−4.6% | Reduced |
| HighPoint Advisor Group LLC | 20,916 | $1.41M | 0.08% | +778+3.9% | Added |
| Accredited Investors Inc. | 20,835 | $1.41M | 0.08% | +100.0% | Added |
| ING Groep NV | 20,872 | $1.41M | 0.01% | −210,610−91.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 21,043 | $1.42M | 0.05% | +200+1.0% | Added |
| Oak Thistle LLC | 21,217 | $1.43M | 0.43% | +21,217 | New |
| B. Metzler seel. Sohn & Co. AG | 21,635 | $1.46M | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 21,643 | $1.46M | 0.12% | −178−0.8% | Reduced |
| Blackhawk Capital Partners LLC. | 21,920 | $1.48M | 0.77% | −4,981−18.5% | Reduced |
| Oppenheimer Asset Management Inc. | 22,003 | $1.49M | 0.02% | +1,500+7.3% | Added |
| Geneos Wealth Management Inc. | 22,099 | $1.49M | 0.05% | +290+1.3% | Added |
| Harbour Investments, Inc. | 22,690 | $1.53M | 0.04% | +3,595+18.8% | Added |
| BW Gestao de Investimentos Ltda. | 22,748 | $1.54M | 0.07% | +22,748 | New |
| Commerzbank Aktiengesellschaft | 22,747 | $1.54M | 0.04% | −4,463−16.4% | Reduced |
| Central Bank & Trust Co | 22,833 | $1.54M | 0.23% | −2,785−10.9% | Reduced |
| Capital Fund Management S.A. | 22,872 | $1.54M | 0.02% | +22,872 | New |
| Ethic Inc. | 23,030 | $1.55M | 0.03% | +8,168+55.0% | Added |
| Brinker Capital Investments, LLC | 23,057 | $1.56M | 0.02% | +4,001+21.0% | Added |
| Orion Portfolio Solutions, LLC | 23,057 | $1.56M | 0.02% | +4,001+21.0% | Added |
| Beacon Pointe Advisors, LLC | 23,119 | $1.56M | 0.02% | −2,750−10.6% | Reduced |
| Dakota Wealth Management | 23,130 | $1.56M | 0.04% | +151+0.7% | Added |
| Omers Administration Corp | 23,173 | $1.56M | 0.01% | +3,942+20.5% | Added |
| Schonfeld Strategic Advisors LLC | 23,401 | $1.58M | 0.01% | +3,497+17.6% | Added |
| Wealth Alliance | 23,673 | $1.60M | 0.19% | −450−1.9% | Reduced |
| RSM US Wealth Management LLC | 23,687 | $1.60M | 0.02% | +1,258+5.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 23,770 | $1.60M | 0.75% | +1,451+6.5% | Added |
| Bleakley Financial Group, LLC | 23,847 | $1.61M | 0.05% | +2,282+10.6% | Added |
| Summit Trail Advisors, LLC | 23,853 | $1.61M | 0.06% | +1,911+8.7% | Added |
| Occudo Quantitative Strategies LP | 24,125 | $1.63M | 0.29% | +24,125 | New |
| Dai-Ichi Life Insurance Company, Ltd | 24,220 | $1.64M | 0.05% | −690−2.8% | Reduced |
| Lido Advisors, LLC | 24,920 | $1.68M | 0.01% | +1,230+5.2% | Added |
| Raleigh Capital Management Inc. | 24,965 | $1.69M | 0.65% | −145−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 25,368 | $1.71M | 0.06% | +991+4.1% | Added |
| Nebula Research & Development LLC | 25,769 | $1.74M | 0.20% | +11,532+81.0% | Added |
| First Dallas Securities Inc. | 26,090 | $1.76M | 0.72% | −1,695−6.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 26,247 | $1.77M | 0.01% | +104+0.4% | Added |
| New Mexico Educational Retirement Board | 26,578 | $1.79M | 0.06% | −600−2.2% | Reduced |
| Shell Asset Management Co | 26,617 | $1.80M | 0.08% | −7,569−22.1% | Reduced |
| Bokf, NA | 28,601 | $1.81M | 0.03% | −228−0.8% | Reduced |
| D.A. Davidson & Co. | 26,877 | $1.81M | 0.01% | −5,052−15.8% | Reduced |
| Tradition Wealth Management, LLC | 27,244 | $1.84M | 0.16% | +3,527+14.9% | Added |
| Dean Capital Management | 27,270 | $1.84M | 0.78% | +4,272+18.6% | Added |
| Wexford Capital LP | 27,591 | $1.86M | 0.48% | +27,591 | New |
| Norinchukin Bank, The | 27,971 | $1.89M | 0.04% | +1,698+6.5% | Added |
| Pallas Capital Advisors LLC | 28,109 | $1.90M | 0.08% | +123+0.4% | Added |
| Ontario Teachers Pension Plan Board | 28,133 | $1.90M | 0.03% | −15,836−36.0% | Reduced |
| Garda Capital Partners LP | 28,504 | $1.92M | 1.55% | +28,504 | New |
| Procyon Private Wealth Partners, LLC | 28,617 | $1.93M | 0.12% | +1,845+6.9% | Added |
| Epiq Partners, LLC | 28,872 | $1.95M | 1.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 28,950 | $1.95M | 0.05% | +182+0.6% | Added |
| Simplex Trading, LLC | 29,314 | $1.98M | 0.06% | −23,577−44.6% | Reduced |
| Baird Financial Group, Inc. | 30,259 | $2.04M | 0.00% | +694+2.3% | Added |
| Walleye Trading LLC | 30,611 | $2.07M | 0.04% | +30,611 | New |
| Securian Asset Management, Inc | 30,770 | $2.08M | 0.06% | −64−0.2% | Reduced |
| Maryland State Retirement & Pension System | 30,787 | $2.08M | 0.04% | −985−3.1% | Reduced |
| Savant Capital, LLC | 31,047 | $2.10M | 0.02% | +199+0.6% | Added |
| Oppenheimer & Co Inc | 31,975 | $2.16M | 0.03% | +3,647+12.9% | Added |
| Northwestern Mutual Wealth Management Co | 32,802 | $2.21M | 0.00% | +3,277+11.1% | Added |
| Strong Tower Advisory Services | 33,089 | $2.23M | 0.58% | +1,374+4.3% | Added |
| Man Group plc | 33,608 | $2.27M | 0.01% | −281,886−89.3% | Reduced |
| First National Advisers, LLC | 33,747 | $2.28M | 0.37% | +980+3.0% | Added |
| Crossmark Global Holdings, Inc. | 33,975 | $2.29M | 0.04% | −93−0.3% | Reduced |
| Quantbot Technologies LP | 34,038 | $2.30M | 0.08% | +34,038 | New |
| Sterling Capital Management LLC | 34,160 | $2.31M | 0.03% | +12,822+60.1% | Added |
| Woodline Partners LP | 34,486 | $2.33M | 0.02% | +34,486 | New |
| ARS Investment Partners, LLC | 34,756 | $2.35M | 0.21% | −177−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 34,942 | $2.36M | 0.01% | +4,264+13.9% | Added |
| AMF Pensionsforsakring AB | 34,960 | $2.36M | 0.02% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 35,000 | $2.36M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 35,061 | $2.37M | 0.06% | −4,123−10.5% | Reduced |