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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 118,653 | $8.01M | 0.08% | +71,798+153.2% | Added |
| First National Bank of Omaha | 118,494 | $8.00M | 0.52% | −2,018−1.7% | Reduced |
| Amalgamated Bank | 112,276 | $7.58M | 0.06% | +2,920+2.7% | Added |
| Focus Financial Network, Inc. | 109,331 | $7.38M | 0.29% | −1,059−1.0% | Reduced |
| GF Fund Management Co. Ltd. | 108,832 | $7.35M | 0.16% | +108,832 | New |
| BTC Capital Management, Inc. | 107,809 | $7.27M | 0.67% | −5,630−5.0% | Reduced |
| Polymer Capital Management (US) LLC | 106,977 | $7.22M | 2.31% | +106,977 | New |
| British Columbia Investment Management Corp | 106,761 | $7.21M | 0.04% | +14,043+15.1% | Added |
| Captrust Financial Advisors | 106,356 | $7.18M | 0.02% | +6,984+7.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 107,146 | $7.15M | 0.09% | +40,436+60.6% | Added |
| M&T Bank Corp | 104,901 | $7.08M | 0.02% | −6,441−5.8% | Reduced |
| CIBC World Markets Corp | 102,594 | $6.93M | 0.04% | +14,779+16.8% | Added |
| O'Shaughnessy Asset Management, LLC | 101,155 | $6.83M | 0.06% | +33,891+50.4% | Added |
| Decade Renewable Partners LP | 100,700 | $6.80M | 3.33% | +100,700 | New |
| BTG Pactual Asset Management US LLC | 97,572 | $6.59M | 0.85% | +38,091+64.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 96,271 | $6.50M | 0.02% | −7,263−7.0% | Reduced |
| Utah Retirement Systems | 95,398 | $6.44M | 0.07% | +3,500+3.8% | Added |
| Principal Street Partners, LLC | 92,991 | $6.28M | 1.23% | +814+0.9% | Added |
| Oliver Luxxe Assets LLC | 95,940 | $6.26M | 1.13% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 93,013 | $6.25M | 0.01% | 00.0% | Unchanged |
| Opus Investment Management Inc | 91,709 | $6.19M | 4.57% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 90,800 | $6.13M | 0.11% | −20,100−18.1% | Reduced |
| Alaska Permanent Fund Corp | 90,714 | $6.13M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 90,604 | $6.12M | 0.01% | +9,741+12.0% | Added |
| Jane Street Group, LLC | 89,975 | $6.08M | 0.01% | −22,865−20.3% | Reduced |
| Intech Investment Management LLC | 88,964 | $6.01M | 0.06% | −141,187−61.3% | Reduced |
| Investment Management Corp of Ontario | 88,291 | $5.96M | 0.20% | +69,897+380.0% | Added |
| HGK Asset Management Inc | 88,213 | $5.96M | 1.10% | −14,030−13.7% | Reduced |
| Agf Management Ltd | 88,088 | $5.95M | 0.03% | +17,440+24.7% | Added |
| Palisade Asset Management, LLC | 87,588 | $5.91M | 0.60% | +342+0.4% | Added |
| Atria Investments LLC | 84,467 | $5.70M | 0.07% | +3,919+4.9% | Added |
| Sanctuary Advisors, LLC | 84,623 | $5.66M | 0.04% | +1,797+2.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 83,627 | $5.65M | 0.05% | +83,627 | New |
| CWM, LLC | 82,773 | $5.59M | 0.02% | +10,487+14.5% | Added |
| Mercer Global Advisors Inc | 81,718 | $5.52M | 0.01% | +10,275+14.4% | Added |
| Intact Investment Management Inc. | 81,700 | $5.52M | 0.19% | −39,850−32.8% | Reduced |
| Shelton Capital Management | 80,198 | $5.41M | 0.13% | +7,370+10.1% | Added |
| Pathstone Holdings, LLC | 79,347 | $5.36M | 0.02% | +3,674+4.9% | Added |
| Headlands Technologies LLC | 79,188 | $5.35M | 0.54% | +22,417+39.5% | Added |
| Xponance, Inc. | 78,927 | $5.33M | 0.05% | −15,357−16.3% | Reduced |
| Yousif Capital Management, LLC | 78,699 | $5.31M | 0.06% | +67+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,846 | $5.26M | 0.05% | +6,592+9.3% | Added |
| First PREMIER Bank | 76,994 | $5.20M | 1.32% | −540−0.7% | Reduced |
| New York Life Investment Management LLC | 76,735 | $5.18M | 0.05% | +2,778+3.8% | Added |
| Pacer Advisors, Inc. | 76,390 | $5.16M | 0.01% | +7,873+11.5% | Added |
| Profund Advisors LLC | 74,096 | $5.00M | 0.18% | +3,162+4.5% | Added |
| MML Investors Services, LLC | 73,073 | $4.93M | 0.02% | +708+1.0% | Added |
| Louisiana State Employees Retirement System | 72,800 | $4.92M | 0.09% | −1,100−1.5% | Reduced |
| Bogart Wealth, LLC | 70,804 | $4.78M | 0.23% | −2,072−2.8% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $4.73M | 0.38% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 69,269 | $4.68M | 0.11% | +13,658+24.6% | Added |
| Mutual of America Capital Management LLC | 68,782 | $4.64M | 0.05% | +141+0.2% | Added |
| Larson Financial Group LLC | 68,401 | $4.62M | 0.24% | +56,864+492.9% | Added |
| Los Angeles Capital Management LLC | 67,038 | $4.53M | 0.02% | −164,378−71.0% | Reduced |
| Davenport & Co LLC | 65,716 | $4.44M | 0.03% | +2,750+4.4% | Added |
| Mediolanum International Funds Ltd | 65,739 | $4.43M | 0.06% | −12,686−16.2% | Reduced |
| State of Alaska, Department of Revenue | 65,480 | $4.42M | 0.05% | +665+1.0% | Added |
| Essential Planning, LLC. | 65,000 | $4.36M | 0.03% | +65,000 | New |
| Nomura Holdings Inc | 62,856 | $4.24M | 0.02% | −6,183−9.0% | Reduced |
| GWM Advisors LLC | 62,711 | $4.23M | 0.03% | −3,241−4.9% | Reduced |
| iA Global Asset Management Inc. | 61,894 | $4.18M | 0.07% | +5,063+8.9% | Added |
| Moloney Securities Asset Management, LLC | 61,327 | $4.14M | 0.56% | +551+0.9% | Added |
| Vestcor Inc | 61,321 | $4.14M | 0.14% | −1,324−2.1% | Reduced |
| First Bank & Trust | 60,120 | $4.06M | 0.78% | −781−1.3% | Reduced |
| Employees Retirement System of Texas | 59,510 | $4.02M | 0.03% | −9,410−13.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 58,871 | $3.97M | 0.01% | −702−1.2% | Reduced |
| Boothbay Fund Management, LLC | 58,625 | $3.96M | 0.12% | +15,912+37.3% | Added |
| AXA S.A. | 58,304 | $3.94M | 0.01% | −1,919−3.2% | Reduced |
| Bridge Creek Capital Management LLC | 58,102 | $3.92M | 1.21% | −45−0.1% | Reduced |
| Marshall Wace, LLP | 58,055 | $3.92M | 0.00% | +54,562+1,562.0% | Added |
| Tower Research Capital LLC (TRC) | 56,769 | $3.83M | 0.08% | +29,281+106.5% | Added |
| Nisa Investment Advisors, LLC | 56,019 | $3.78M | 0.01% | −5,516−9.0% | Reduced |
| Public Employees Retirement Association of Colorado | 55,789 | $3.77M | 0.01% | −499−0.9% | Reduced |
| Morton Community Bank | 55,503 | $3.75M | 0.99% | +1,005+1.8% | Added |
| Colony Group, LLC | 55,397 | $3.74M | 0.01% | +22,415+68.0% | Added |
| Rockefeller Capital Management L.P. | 55,368 | $3.74M | 0.01% | +8,476+18.1% | Added |
| Mizuho Securities USA LLC | 54,425 | $3.67M | 0.07% | +18,274+50.5% | Added |
| Private Advisor Group, LLC | 53,943 | $3.64M | 0.02% | −9,199−14.6% | Reduced |
| Meyer Handelman Co | 53,676 | $3.62M | 0.13% | −1,698−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 51,434 | $3.47M | 0.11% | +1,356+2.7% | Added |
| Hodges Capital Management Inc. | 51,396 | $3.47M | 0.21% | +42,001+447.1% | Added |
| TD Private Client Wealth LLC | 51,314 | $3.46M | 0.10% | −1,248−2.4% | Reduced |
| Stiles Financial Services Inc | 51,124 | $3.45M | 1.25% | +335+0.7% | Added |
| Kestra Advisory Services, LLC | 49,920 | $3.37M | 0.02% | +1,653+3.4% | Added |
| UniSuper Management Pty Ltd | 49,882 | $3.37M | 0.02% | +9,110+22.3% | Added |
| Oregon Public Employees Retirement Fund | 49,238 | $3.32M | 0.06% | +1,407+2.9% | Added |
| JustInvest LLC | 49,002 | $3.31M | 0.05% | +6,695+15.8% | Added |
| Schroder Investment Management Group | 48,583 | $3.28M | 0.00% | −40,648−45.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 48,201 | $3.25M | 0.00% | +9,428+24.3% | Added |
| Assenagon Asset Management S.A. | 46,467 | $3.14M | 0.01% | −797,677−94.5% | Reduced |
| Integrated Wealth Concepts LLC | 46,333 | $3.13M | 0.04% | +28,851+165.0% | Added |
| KBC Group NV | 46,098 | $3.11M | 0.01% | −1,529−3.2% | Reduced |
| Gulf International Bank (UK) Ltd | 43,083 | $2.91M | 0.07% | −413−0.9% | Reduced |
| Metis Global Partners, LLC | 42,156 | $2.85M | 0.09% | +2,328+5.8% | Added |
| Fifth Third Bancorp | 42,038 | $2.84M | 0.01% | −172−0.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 41,285 | $2.79M | 0.02% | −164−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 41,397 | $2.77M | 0.13% | +13,763+49.8% | Added |
| Aptus Capital Advisors, LLC | 40,985 | $2.77M | 0.03% | +29,336+251.8% | Added |
| Siemens Fonds Invest GmbH | 40,227 | $2.72M | 0.28% | +6,017+17.6% | Added |
| Royal Fund Management, LLC | 39,944 | $2.70M | 0.29% | +3,108+8.4% | Added |