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 |
|---|---|---|---|---|---|
| Proquility Private Wealth Partners, LLC | 39,928 | $2.70M | 0.87% | +2,727+7.3% | Added |
| Blair William & Co | 38,625 | $2.61M | 0.01% | +1,011+2.7% | Added |
| Kentucky Retirement Systems | 38,311 | $2.59M | 0.08% | −528−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 38,301 | $2.58M | 0.02% | +1,052+2.8% | Added |
| Berger Financial Group, Inc | 38,217 | $2.58M | 0.18% | +11,415+42.6% | Added |
| Prudential PLC | 38,145 | $2.58M | 0.01% | −16,004−29.6% | Reduced |
| TownSquare Capital, LLC | 37,540 | $2.53M | 0.03% | +9,360+33.2% | Added |
| Wealth High Governance Capital Ltda | 37,252 | $2.52M | 0.90% | +37,252 | New |
| Edgemoor Investment Advisors, Inc. | 36,933 | $2.49M | 0.22% | −490−1.3% | Reduced |
| QRG Capital Management, Inc. | 36,273 | $2.45M | 0.03% | −6,589−15.4% | Reduced |
| Wedbush Securities Inc | 36,054 | $2.43M | 0.09% | −3,194−8.1% | Reduced |
| Glenmede Trust Co NA | 35,895 | $2.42M | 0.01% | +16,261+82.8% | Added |
| Hartford Investment Management Co | 35,495 | $2.40M | 0.08% | +351+1.0% | Added |
| Fulton Bank, N.A. | 35,180 | $2.38M | 0.09% | −535−1.5% | Reduced |
| USA Financial Portformulas Corp | 35,063 | $2.37M | 0.37% | +35,063 | New |
| Algert Global LLC | 35,061 | $2.37M | 0.06% | −4,123−10.5% | Reduced |
| Jarislowsky, Fraser Ltd | 35,000 | $2.36M | 0.01% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 34,960 | $2.36M | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 34,942 | $2.36M | 0.01% | +4,264+13.9% | Added |
| ARS Investment Partners, LLC | 34,756 | $2.35M | 0.21% | −177−0.5% | Reduced |
| Woodline Partners LP | 34,486 | $2.33M | 0.02% | +34,486 | New |
| Sterling Capital Management LLC | 34,160 | $2.31M | 0.03% | +12,822+60.1% | Added |
| Quantbot Technologies LP | 34,038 | $2.30M | 0.08% | +34,038 | New |
| Crossmark Global Holdings, Inc. | 33,975 | $2.29M | 0.04% | −93−0.3% | Reduced |
| First National Advisers, LLC | 33,747 | $2.28M | 0.37% | +980+3.0% | Added |
| Man Group plc | 33,608 | $2.27M | 0.01% | −281,886−89.3% | Reduced |
| Strong Tower Advisory Services | 33,089 | $2.23M | 0.58% | +1,374+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 32,802 | $2.21M | 0.00% | +3,277+11.1% | Added |
| Oppenheimer & Co Inc | 31,975 | $2.16M | 0.03% | +3,647+12.9% | Added |
| Savant Capital, LLC | 31,047 | $2.10M | 0.02% | +199+0.6% | Added |
| Maryland State Retirement & Pension System | 30,787 | $2.08M | 0.04% | −985−3.1% | Reduced |
| Securian Asset Management, Inc | 30,770 | $2.08M | 0.06% | −64−0.2% | Reduced |
| Walleye Trading LLC | 30,611 | $2.07M | 0.04% | +30,611 | New |
| Baird Financial Group, Inc. | 30,259 | $2.04M | 0.00% | +694+2.3% | Added |
| Simplex Trading, LLC | 29,314 | $1.98M | 0.06% | −23,577−44.6% | Reduced |
| Apollon Wealth Management, LLC | 28,950 | $1.95M | 0.05% | +182+0.6% | Added |
| Epiq Partners, LLC | 28,872 | $1.95M | 1.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 28,617 | $1.93M | 0.12% | +1,845+6.9% | Added |
| Garda Capital Partners LP | 28,504 | $1.92M | 1.55% | +28,504 | New |
| Ontario Teachers Pension Plan Board | 28,133 | $1.90M | 0.03% | −15,836−36.0% | Reduced |
| Pallas Capital Advisors LLC | 28,109 | $1.90M | 0.08% | +123+0.4% | Added |
| Norinchukin Bank, The | 27,971 | $1.89M | 0.04% | +1,698+6.5% | Added |
| Wexford Capital LP | 27,591 | $1.86M | 0.48% | +27,591 | New |
| Dean Capital Management | 27,270 | $1.84M | 0.78% | +4,272+18.6% | Added |
| Tradition Wealth Management, LLC | 27,244 | $1.84M | 0.16% | +3,527+14.9% | Added |
| D.A. Davidson & Co. | 26,877 | $1.81M | 0.01% | −5,052−15.8% | Reduced |
| Bokf, NA | 28,601 | $1.81M | 0.03% | −228−0.8% | Reduced |
| Shell Asset Management Co | 26,617 | $1.80M | 0.08% | −7,569−22.1% | Reduced |
| New Mexico Educational Retirement Board | 26,578 | $1.79M | 0.06% | −600−2.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 26,247 | $1.77M | 0.01% | +104+0.4% | Added |
| First Dallas Securities Inc. | 26,090 | $1.76M | 0.72% | −1,695−6.1% | Reduced |
| Nebula Research & Development LLC | 25,769 | $1.74M | 0.20% | +11,532+81.0% | Added |
| Quotient Wealth Partners, LLC | 25,368 | $1.71M | 0.06% | +991+4.1% | Added |
| Raleigh Capital Management Inc. | 24,965 | $1.69M | 0.65% | −145−0.6% | Reduced |
| Lido Advisors, LLC | 24,920 | $1.68M | 0.01% | +1,230+5.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 24,220 | $1.64M | 0.05% | −690−2.8% | Reduced |
| Occudo Quantitative Strategies LP | 24,125 | $1.63M | 0.29% | +24,125 | New |
| Summit Trail Advisors, LLC | 23,853 | $1.61M | 0.06% | +1,911+8.7% | Added |
| Bleakley Financial Group, LLC | 23,847 | $1.61M | 0.05% | +2,282+10.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 23,770 | $1.60M | 0.75% | +1,451+6.5% | Added |
| RSM US Wealth Management LLC | 23,687 | $1.60M | 0.02% | +1,258+5.6% | Added |
| Wealth Alliance | 23,673 | $1.60M | 0.19% | −450−1.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,401 | $1.58M | 0.01% | +3,497+17.6% | Added |
| Omers Administration Corp | 23,173 | $1.56M | 0.01% | +3,942+20.5% | Added |
| Dakota Wealth Management | 23,130 | $1.56M | 0.04% | +151+0.7% | Added |
| Beacon Pointe Advisors, LLC | 23,119 | $1.56M | 0.02% | −2,750−10.6% | Reduced |
| 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 |
| Ethic Inc. | 23,030 | $1.55M | 0.03% | +8,168+55.0% | Added |
| Capital Fund Management S.A. | 22,872 | $1.54M | 0.02% | +22,872 | New |
| Central Bank & Trust Co | 22,833 | $1.54M | 0.23% | −2,785−10.9% | Reduced |
| Commerzbank Aktiengesellschaft | 22,747 | $1.54M | 0.04% | −4,463−16.4% | Reduced |
| BW Gestao de Investimentos Ltda. | 22,748 | $1.54M | 0.07% | +22,748 | New |
| Harbour Investments, Inc. | 22,690 | $1.53M | 0.04% | +3,595+18.8% | Added |
| Geneos Wealth Management Inc. | 22,099 | $1.49M | 0.05% | +290+1.3% | Added |
| Oppenheimer Asset Management Inc. | 22,003 | $1.49M | 0.02% | +1,500+7.3% | Added |
| Blackhawk Capital Partners LLC. | 21,920 | $1.48M | 0.77% | −4,981−18.5% | Reduced |
| Verdence Capital Advisors LLC | 21,643 | $1.46M | 0.12% | −178−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 21,635 | $1.46M | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 21,217 | $1.43M | 0.43% | +21,217 | New |
| Meiji Yasuda Asset Management Co Ltd. | 21,043 | $1.42M | 0.05% | +200+1.0% | Added |
| ING Groep NV | 20,872 | $1.41M | 0.01% | −210,610−91.0% | Reduced |
| Accredited Investors Inc. | 20,835 | $1.41M | 0.08% | +100.0% | Added |
| HighPoint Advisor Group LLC | 20,916 | $1.41M | 0.08% | +778+3.9% | Added |
| Valtinson Bruner Financial Planning LLC | 20,795 | $1.40M | 0.49% | −1,010−4.6% | Reduced |
| Sequoia Financial Advisors, LLC | 20,565 | $1.39M | 0.01% | +12,102+143.0% | Added |
| White Pine Capital LLC | 20,481 | $1.38M | 0.47% | +31+0.2% | Added |
| Westpac Banking Corp | 20,246 | $1.37M | 0.09% | −16,453−44.8% | Reduced |
| NorthRock Partners, LLC | 20,187 | $1.36M | 0.04% | +177+0.9% | Added |
| Toroso Investments, LLC | 20,186 | $1.36M | 0.01% | +1,646+8.9% | Added |
| Advisors Asset Management, Inc. | 20,169 | $1.36M | 0.03% | −7,352−26.7% | Reduced |
| DeDora Capital, Inc. | 20,126 | $1.36M | 0.37% | +396+2.0% | Added |
| Huntington National Bank | 20,002 | $1.35M | 0.01% | +889+4.7% | Added |
| AE Wealth Management LLC | 19,698 | $1.33M | 0.01% | +1,114+6.0% | Added |
| Congress Wealth Management LLC | 19,643 | $1.33M | 0.02% | +2,346+13.6% | Added |
| First Western Trust Bank | 19,621 | $1.32M | 0.06% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 19,620 | $1.32M | 0.01% | +19,620 | New |
| M&G Plc | 19,404 | $1.32M | 0.01% | −7,964−29.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,538 | $1.32M | 0.04% | +3,219+19.7% | Added |
| Keybank National Association | 19,256 | $1.30M | 0.00% | −448−2.3% | Reduced |