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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 35,063 | $2.37M | 0.37% | +35,063 | New |
| Fulton Bank, N.A. | 35,180 | $2.38M | 0.09% | −535−1.5% | Reduced |
| Hartford Investment Management Co | 35,495 | $2.40M | 0.08% | +351+1.0% | Added |
| Glenmede Trust Co NA | 35,895 | $2.42M | 0.01% | +16,261+82.8% | Added |
| Wedbush Securities Inc | 36,054 | $2.43M | 0.09% | −3,194−8.1% | Reduced |
| QRG Capital Management, Inc. | 36,273 | $2.45M | 0.03% | −6,589−15.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 36,933 | $2.49M | 0.22% | −490−1.3% | Reduced |
| Wealth High Governance Capital Ltda | 37,252 | $2.52M | 0.90% | +37,252 | New |
| TownSquare Capital, LLC | 37,540 | $2.53M | 0.03% | +9,360+33.2% | Added |
| Prudential PLC | 38,145 | $2.58M | 0.01% | −16,004−29.6% | Reduced |
| Berger Financial Group, Inc | 38,217 | $2.58M | 0.18% | +11,415+42.6% | Added |
| Swiss Life Asset Management Ltd | 38,301 | $2.58M | 0.02% | +1,052+2.8% | Added |
| Kentucky Retirement Systems | 38,311 | $2.59M | 0.08% | −528−1.4% | Reduced |
| Blair William & Co | 38,625 | $2.61M | 0.01% | +1,011+2.7% | Added |
| Proquility Private Wealth Partners, LLC | 39,928 | $2.70M | 0.87% | +2,727+7.3% | Added |
| Royal Fund Management, LLC | 39,944 | $2.70M | 0.29% | +3,108+8.4% | Added |
| Siemens Fonds Invest GmbH | 40,227 | $2.72M | 0.28% | +6,017+17.6% | Added |
| Aptus Capital Advisors, LLC | 40,985 | $2.77M | 0.03% | +29,336+251.8% | Added |
| Harvest Fund Management Co., Ltd | 41,397 | $2.77M | 0.13% | +13,763+49.8% | Added |
| Teachers Retirement System of the State of Kentucky | 41,285 | $2.79M | 0.02% | −164−0.4% | Reduced |
| Fifth Third Bancorp | 42,038 | $2.84M | 0.01% | −172−0.4% | Reduced |
| Metis Global Partners, LLC | 42,156 | $2.85M | 0.09% | +2,328+5.8% | Added |
| Gulf International Bank (UK) Ltd | 43,083 | $2.91M | 0.07% | −413−0.9% | Reduced |
| KBC Group NV | 46,098 | $3.11M | 0.01% | −1,529−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 46,333 | $3.13M | 0.04% | +28,851+165.0% | Added |
| Assenagon Asset Management S.A. | 46,467 | $3.14M | 0.01% | −797,677−94.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 48,201 | $3.25M | 0.00% | +9,428+24.3% | Added |
| Schroder Investment Management Group | 48,583 | $3.28M | 0.00% | −40,648−45.6% | Reduced |
| JustInvest LLC | 49,002 | $3.31M | 0.05% | +6,695+15.8% | Added |
| Oregon Public Employees Retirement Fund | 49,238 | $3.32M | 0.06% | +1,407+2.9% | Added |
| UniSuper Management Pty Ltd | 49,882 | $3.37M | 0.02% | +9,110+22.3% | Added |
| Kestra Advisory Services, LLC | 49,920 | $3.37M | 0.02% | +1,653+3.4% | Added |
| Stiles Financial Services Inc | 51,124 | $3.45M | 1.25% | +335+0.7% | Added |
| TD Private Client Wealth LLC | 51,314 | $3.46M | 0.10% | −1,248−2.4% | Reduced |
| Hodges Capital Management Inc. | 51,396 | $3.47M | 0.21% | +42,001+447.1% | Added |
| Ameritas Investment Partners, Inc. | 51,434 | $3.47M | 0.11% | +1,356+2.7% | Added |
| Meyer Handelman Co | 53,676 | $3.62M | 0.13% | −1,698−3.1% | Reduced |
| Private Advisor Group, LLC | 53,943 | $3.64M | 0.02% | −9,199−14.6% | Reduced |
| Mizuho Securities USA LLC | 54,425 | $3.67M | 0.07% | +18,274+50.5% | Added |
| Rockefeller Capital Management L.P. | 55,368 | $3.74M | 0.01% | +8,476+18.1% | Added |
| Colony Group, LLC | 55,397 | $3.74M | 0.01% | +22,415+68.0% | Added |
| Morton Community Bank | 55,503 | $3.75M | 0.99% | +1,005+1.8% | Added |
| Public Employees Retirement Association of Colorado | 55,789 | $3.77M | 0.01% | −499−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 56,019 | $3.78M | 0.01% | −5,516−9.0% | Reduced |
| Tower Research Capital LLC (TRC) | 56,769 | $3.83M | 0.08% | +29,281+106.5% | Added |
| Marshall Wace, LLP | 58,055 | $3.92M | 0.00% | +54,562+1,562.0% | Added |
| Bridge Creek Capital Management LLC | 58,102 | $3.92M | 1.21% | −45−0.1% | Reduced |
| AXA S.A. | 58,304 | $3.94M | 0.01% | −1,919−3.2% | Reduced |
| Boothbay Fund Management, LLC | 58,625 | $3.96M | 0.12% | +15,912+37.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 58,871 | $3.97M | 0.01% | −702−1.2% | Reduced |
| Employees Retirement System of Texas | 59,510 | $4.02M | 0.03% | −9,410−13.7% | Reduced |
| First Bank & Trust | 60,120 | $4.06M | 0.78% | −781−1.3% | Reduced |
| Vestcor Inc | 61,321 | $4.14M | 0.14% | −1,324−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 61,327 | $4.14M | 0.56% | +551+0.9% | Added |
| iA Global Asset Management Inc. | 61,894 | $4.18M | 0.07% | +5,063+8.9% | Added |
| GWM Advisors LLC | 62,711 | $4.23M | 0.03% | −3,241−4.9% | Reduced |
| Nomura Holdings Inc | 62,856 | $4.24M | 0.02% | −6,183−9.0% | Reduced |
| Essential Planning, LLC. | 65,000 | $4.36M | 0.03% | +65,000 | New |
| State of Alaska, Department of Revenue | 65,480 | $4.42M | 0.05% | +665+1.0% | Added |
| Mediolanum International Funds Ltd | 65,739 | $4.43M | 0.06% | −12,686−16.2% | Reduced |
| Davenport & Co LLC | 65,716 | $4.44M | 0.03% | +2,750+4.4% | Added |
| Los Angeles Capital Management LLC | 67,038 | $4.53M | 0.02% | −164,378−71.0% | Reduced |
| Larson Financial Group LLC | 68,401 | $4.62M | 0.24% | +56,864+492.9% | Added |
| Mutual of America Capital Management LLC | 68,782 | $4.64M | 0.05% | +141+0.2% | Added |
| NEOS Investment Management LLC | 69,269 | $4.68M | 0.11% | +13,658+24.6% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.73M | 0.38% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70,804 | $4.78M | 0.23% | −2,072−2.8% | Reduced |
| Louisiana State Employees Retirement System | 72,800 | $4.92M | 0.09% | −1,100−1.5% | Reduced |
| MML Investors Services, LLC | 73,073 | $4.93M | 0.02% | +708+1.0% | Added |
| Profund Advisors LLC | 74,096 | $5.00M | 0.18% | +3,162+4.5% | Added |
| Pacer Advisors, Inc. | 76,390 | $5.16M | 0.01% | +7,873+11.5% | Added |
| New York Life Investment Management LLC | 76,735 | $5.18M | 0.05% | +2,778+3.8% | Added |
| First PREMIER Bank | 76,994 | $5.20M | 1.32% | −540−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,846 | $5.26M | 0.05% | +6,592+9.3% | Added |
| Yousif Capital Management, LLC | 78,699 | $5.31M | 0.06% | +67+0.1% | Added |
| Xponance, Inc. | 78,927 | $5.33M | 0.05% | −15,357−16.3% | Reduced |
| Headlands Technologies LLC | 79,188 | $5.35M | 0.54% | +22,417+39.5% | Added |
| Pathstone Holdings, LLC | 79,347 | $5.36M | 0.02% | +3,674+4.9% | Added |
| Shelton Capital Management | 80,198 | $5.41M | 0.13% | +7,370+10.1% | Added |
| Intact Investment Management Inc. | 81,700 | $5.52M | 0.19% | −39,850−32.8% | Reduced |
| Mercer Global Advisors Inc | 81,718 | $5.52M | 0.01% | +10,275+14.4% | Added |
| CWM, LLC | 82,773 | $5.59M | 0.02% | +10,487+14.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 83,627 | $5.65M | 0.05% | +83,627 | New |
| Sanctuary Advisors, LLC | 84,623 | $5.66M | 0.04% | +1,797+2.2% | Added |
| Atria Investments LLC | 84,467 | $5.70M | 0.07% | +3,919+4.9% | Added |
| Palisade Asset Management, LLC | 87,588 | $5.91M | 0.60% | +342+0.4% | Added |
| Agf Management Ltd | 88,088 | $5.95M | 0.03% | +17,440+24.7% | Added |
| HGK Asset Management Inc | 88,213 | $5.96M | 1.10% | −14,030−13.7% | Reduced |
| Investment Management Corp of Ontario | 88,291 | $5.96M | 0.20% | +69,897+380.0% | Added |
| Intech Investment Management LLC | 88,964 | $6.01M | 0.06% | −141,187−61.3% | Reduced |
| Jane Street Group, LLC | 89,975 | $6.08M | 0.01% | −22,865−20.3% | Reduced |
| HighTower Advisors, LLC | 90,604 | $6.12M | 0.01% | +9,741+12.0% | Added |
| Alaska Permanent Fund Corp | 90,714 | $6.13M | 0.09% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 90,800 | $6.13M | 0.11% | −20,100−18.1% | Reduced |
| Opus Investment Management Inc | 91,709 | $6.19M | 4.57% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 93,013 | $6.25M | 0.01% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 95,940 | $6.26M | 1.13% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 92,991 | $6.28M | 1.23% | +814+0.9% | Added |
| Utah Retirement Systems | 95,398 | $6.44M | 0.07% | +3,500+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 96,271 | $6.50M | 0.02% | −7,263−7.0% | Reduced |