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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 19,202 | $1.30M | 0.01% | +6,219+47.9% | Added |
| South Dakota Investment Council | 19,141 | $1.29M | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 19,039 | $1.29M | 0.06% | −2,391−11.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 19,024 | $1.28M | 0.93% | +19,024 | New |
| Quantitative Investment Management, LLC | 18,645 | $1.26M | 0.09% | +18,645 | New |
| Icon Advisers Inc | 18,600 | $1.26M | 0.28% | 00.0% | Unchanged |
| Empirical Finance, LLC | 18,578 | $1.25M | 0.07% | −224−1.2% | Reduced |
| Neuberger Berman Group LLC | 18,515 | $1.25M | 0.00% | +1,248+7.2% | Added |
| Bryn Mawr Trust Co | 18,289 | $1.23M | 0.02% | +1,072+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,233 | $1.23M | 0.03% | +564+3.2% | Added |
| United Capital Financial Advisers, LLC | 18,011 | $1.22M | 0.01% | +1,001+5.9% | Added |
| 17 Capital Partners, LLC | 17,810 | $1.20M | 0.76% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 17,646 | $1.19M | 0.01% | +7,674+77.0% | Added |
| GAMMA Investing LLC | 17,437 | $1.18M | 0.10% | +5,180+42.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,302 | $1.17M | 0.23% | +67+0.4% | Added |
| Principal Securities, Inc. | 17,202 | $1.16M | 0.03% | −116−0.7% | Reduced |
| Equitable Trust Co | 17,163 | $1.16M | 0.06% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,108 | $1.16M | 0.02% | +13,615+389.8% | Added |
| Howard Capital Management Inc. | 16,809 | $1.13M | 0.02% | +501+3.1% | Added |
| Allstate Corp | 16,794 | $1.13M | 0.03% | +16,794 | New |
| Steward Partners Investment Advisory, LLC | 16,778 | $1.13M | 0.01% | +1,329+8.6% | Added |
| XTX Topco Ltd | 16,664 | $1.13M | 0.09% | +124+0.7% | Added |
| Benjamin Edwards Inc | 16,605 | $1.12M | 0.02% | +183+1.1% | Added |
| Atria Wealth Solutions, Inc. | 16,515 | $1.12M | 0.01% | +8,868+116.0% | Added |
| Reuter James Wealth Management, LLC | 16,426 | $1.11M | 0.21% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 16,418 | $1.11M | 0.02% | −3,564−17.8% | Reduced |
| Coldstream Capital Management Inc | 16,354 | $1.10M | 0.02% | +1,987+13.8% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.10M | 0.13% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 16,136 | $1.09M | 0.21% | +138+0.9% | Added |
| Vermillion Wealth Management, Inc. | 16,090 | $1.09M | 0.56% | +16,090 | New |
| Bessemer Group Inc | 15,942 | $1.08M | 0.00% | +458+3.0% | Added |
| Johnson Financial Group, Inc. | 15,762 | $1.06M | 0.05% | +15,762 | New |
| Sound View Wealth Advisors Group, LLC | 15,618 | $1.05M | 0.08% | +11,745+303.3% | Added |
| Mattson Financial Services, LLC | 16,089 | $1.05M | 0.34% | −5,224−24.5% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.05M | 0.83% | +15,500 | New |
| Maven Securities LTD | 15,489 | $1.05M | 0.17% | +15,489 | New |
| Snowden Capital Advisors LLC | 15,460 | $1.04M | 0.03% | −378−2.4% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,972 | $1.04M | 0.45% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 15,436 | $1.04M | 0.04% | +600+4.0% | Added |
| Great Waters Wealth Management | 15,334 | $1.04M | 0.13% | −981−6.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 15,241 | $1.03M | 0.01% | +9,465+163.9% | Added |
| HB Wealth Management, LLC | 15,073 | $1.02M | 0.01% | +5,213+52.9% | Added |
| Western Wealth Management, LLC | 14,896 | $1.01M | 0.05% | −442−2.9% | Reduced |
| Jones Financial Companies LLLP | 14,825 | $1.00M | 0.00% | +3,905+35.8% | Added |
| Quest Partners LLC | 14,796 | $999.0K | 0.13% | +14,787+164,300.0% | Added |
| Vident Advisory, LLC | 14,673 | $990.8K | 0.02% | +1,018+7.5% | Added |
| Greenleaf Trust | 14,527 | $980.9K | 0.01% | +705+5.1% | Added |
| Mission Wealth Management, LP | 14,523 | $980.6K | 0.02% | +917+6.7% | Added |
| WealthTrust Axiom LLC | 14,501 | $979.1K | 0.29% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 14,443 | $975.2K | 0.02% | −108−0.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 14,384 | $971.2K | 0.04% | +1,356+10.4% | Added |
| Tectonic Advisors LLC | 14,247 | $962.0K | 0.06% | +7,472+110.3% | Added |
| Dorsey & Whitney Trust CO LLC | 14,230 | $960.8K | 0.05% | +136+1.0% | Added |
| Corundum Group, Inc. | 14,187 | $957.9K | 0.36% | +8,358+143.4% | Added |
| Cookson Peirce & Co Inc | 14,169 | $956.7K | 0.04% | +14,169 | New |
| Tradewinds Capital Management, LLC | 13,987 | $944.4K | 0.25% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13,851 | $935.2K | 0.08% | −8,753−38.7% | Reduced |
| Prelude Capital Management, LLC | 13,795 | $931.4K | 0.08% | +13,795 | New |
| Callan Family Office, LLC | 13,769 | $929.7K | 0.06% | +13,769 | New |
| Tiaa Trust, National Association | 13,747 | $928.3K | 0.00% | +80+0.6% | Added |
| Prospera Financial Services Inc | 13,738 | $927.7K | 0.02% | +764+5.9% | Added |
| Exchange Traded Concepts, LLC | 13,421 | $906.2K | 0.02% | +366+2.8% | Added |
| KLCM Advisors, Inc. | 13,200 | $891.3K | 0.10% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 13,186 | $890.3K | 0.57% | −142−1.1% | Reduced |
| Jump Financial, LLC | 13,103 | $884.7K | 0.02% | −3,448−20.8% | Reduced |
| Sigma Planning Corp | 13,091 | $883.9K | 0.03% | −318−2.4% | Reduced |
| United Services Automobile Association | 13,030 | $879.8K | 0.03% | −1,580−10.8% | Reduced |
| Ascent Group, LLC | 12,871 | $869.0K | 0.07% | +7,925+160.2% | Added |
| Bailard, Inc. | 12,837 | $866.8K | 0.02% | +370+3.0% | Added |
| LVW Advisors, LLC | 12,502 | $844.1K | 0.10% | +7,822+167.1% | Added |
| Paradigm Asset Management Co LLC | 12,400 | $837.2K | 0.23% | +12,400 | New |
| Advisory Services Network, LLC | 12,319 | $831.8K | 0.02% | +472+4.0% | Added |
| Dearborn Partners LLC | 12,289 | $829.8K | 0.03% | +23+0.2% | Added |
| Sherbrooke Park Advisers LLC | 12,218 | $825.0K | 0.26% | +7,228+144.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,193 | $823.0K | 0.01% | −6,666−35.3% | Reduced |
| Resources Investment Advisors, LLC. | 12,180 | $822.4K | 0.01% | −1,968−13.9% | Reduced |
| Brown Advisory Inc | 12,166 | $821.4K | 0.00% | +3,063+33.6% | Added |
| SRS Capital Advisors, Inc. | 11,743 | $792.9K | 0.05% | +7,701+190.5% | Added |
| Advisors Management Group Inc | 11,670 | $788.0K | 0.19% | +14+0.1% | Added |
| Koshinski Asset Management, Inc. | 11,665 | $787.6K | 0.07% | +10.0% | Added |
| IHT Wealth Management, LLC | 11,496 | $776.2K | 0.03% | −7,092−38.2% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $775.9K | 0.40% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,442 | $772.6K | 0.04% | +658+6.1% | Added |
| Emerald Advisors, LLC | 11,366 | $767.4K | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 11,150 | $752.8K | 0.15% | +2,750+32.7% | Added |
| Heritage Wealth Management, Inc. | 11,085 | $748.4K | 0.25% | −79−0.7% | Reduced |
| Bell Bank | 11,071 | $747.5K | 0.06% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 10,999 | $742.7K | 0.11% | −500−4.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,979 | $741.3K | 0.11% | +337+3.2% | Added |
| Finer Wealth Management, Inc. | 10,942 | $738.8K | 0.42% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,879 | $734.6K | 0.02% | +959+9.7% | Added |
| Cypress Capital Group | 10,736 | $724.9K | 0.09% | −6,129−36.3% | Reduced |
| Cresset Asset Management, LLC | 10,736 | $724.9K | 0.00% | −36,012−77.0% | Reduced |
| CWA Asset Management Group, LLC | 10,726 | $724.2K | 0.04% | +1,004+10.3% | Added |
| Fosun International Ltd | 10,731 | $718.6K | 0.22% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 10,625 | $717.4K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 10,654 | $713.6K | 0.04% | +4,110+62.8% | Added |
| Empowered Funds, LLC | 10,568 | $713.6K | 0.01% | +1,064+11.2% | Added |
| Cornerstone Planning, LLC | 10,545 | $712.0K | 0.27% | +10,545 | New |
| Intrust Bank NA | 10,306 | $695.9K | 0.07% | +286+2.9% | Added |