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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 10,390 | $695.8K | 0.02% | +198+1.9% | Added |
| Prosperity Consulting Group, LLC | 10,305 | $695.8K | 0.05% | +4,929+91.7% | Added |
| Trust Point Inc. | 10,220 | $690.1K | 0.05% | +2,713+36.1% | Added |
| CIBC Private Wealth Group, LLC | 10,269 | $681.8K | 0.00% | −3,549−25.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 10,077 | $680.4K | 0.24% | +2,180+27.6% | Added |
| First Foundation Advisors | 10,011 | $675.9K | 0.03% | −850−7.8% | Reduced |
| Chicago Partners Investment Group LLC | 10,102 | $670.6K | 0.02% | +1,927+23.6% | Added |
| Cahill Financial Advisors Inc | 9,914 | $669.4K | 0.09% | −90−0.9% | Reduced |
| Cornerstone Advisors, LLC | 9,900 | $668.4K | 0.03% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 9,857 | $665.5K | 0.01% | +9,857 | New |
| Capstone Investment Advisors, LLC | 9,838 | $664.3K | 0.01% | +537+5.8% | Added |
| Argent Trust Co | 9,781 | $660.4K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 9,751 | $658.4K | 0.04% | −500−4.9% | Reduced |
| Everence Capital Management Inc | 9,734 | $657.0K | 0.04% | −10−0.1% | Reduced |
| Independent Advisor Alliance | 9,684 | $653.9K | 0.01% | −304−3.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,552 | $645.0K | 0.00% | +2,215+30.2% | Added |
| First Hawaiian Bank | 9,481 | $640.2K | 0.02% | −638−6.3% | Reduced |
| Kestra Private Wealth Services, LLC | 9,362 | $632.1K | 0.01% | +1,040+12.5% | Added |
| China Universal Asset Management Co., Ltd. | 9,345 | $631.0K | 0.06% | +2,274+32.2% | Added |
| EverSource Wealth Advisors, LLC | 9,242 | $624.0K | 0.04% | +160+1.8% | Added |
| Sym Financial Corp | 9,222 | $622.7K | 0.08% | +642+7.5% | Added |
| FineMark National Bank & Trust | 9,180 | $619.8K | 0.02% | +80+0.9% | Added |
| Vise Technologies, Inc. | 9,164 | $618.7K | 0.05% | +3,729+68.6% | Added |
| Aviva PLC | 9,148 | $617.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,059 | $611.7K | 0.03% | +1,611+21.6% | Added |
| Midwest Professional Planners, LTD. | 8,909 | $601.5K | 0.18% | −10−0.1% | Reduced |
| Central Trust Co | 8,883 | $599.8K | 0.01% | −1,903−17.6% | Reduced |
| Ameriflex Group, Inc. | 8,914 | $599.0K | 0.27% | +8,914 | New |
| National Asset Management, Inc. | 8,849 | $597.5K | 0.02% | −520−5.6% | Reduced |
| American State Bank (Iowa) | 8,809 | $594.8K | 0.36% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,803 | $594.4K | 0.02% | +1,410+19.1% | Added |
| Kingsview Wealth Management, LLC | 8,688 | $586.6K | 0.01% | −595−6.4% | Reduced |
| Old Port Advisors | 8,607 | $581.1K | 0.17% | −225−2.5% | Reduced |
| Stonebridge Capital Advisors LLC | 8,524 | $575.5K | 0.05% | +88+1.0% | Added |
| Cascade Investment Group, Inc. | 8,480 | $572.6K | 0.41% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,478 | $572.4K | 0.07% | +8,478 | New |
| STF Management LP | 8,455 | $570.9K | 0.26% | +576+7.3% | Added |
| Marks Group Wealth Management, Inc | 8,437 | $569.7K | 0.06% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 8,415 | $568.0K | 0.20% | +4,051+92.8% | Added |
| Oarsman Capital, Inc. | 8,272 | $558.5K | 0.10% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 8,247 | $556.9K | 0.02% | +398+5.1% | Added |
| Teza Capital Management LLC | 8,243 | $556.6K | 0.08% | −15,555−65.4% | Reduced |
| E Fund Management Co., Ltd. | 8,197 | $553.5K | 0.03% | +2,161+35.8% | Added |
| Amarillo National Bank | 8,141 | $549.7K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 8,103 | $547.1K | 0.03% | −1,398−14.7% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $546.9K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 8,096 | $546.7K | 0.01% | +3,691+83.8% | Added |
| EP Wealth Advisors, LLC | 8,026 | $541.9K | 0.00% | −740−8.4% | Reduced |
| First National Bank & Trust Co of Newtown | 8,016 | $541.2K | 0.11% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 7,985 | $539.1K | 0.00% | −33,024−80.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,968 | $538.0K | 0.02% | +522+7.0% | Added |
| Ballentine Partners, LLC | 7,943 | $536.3K | 0.01% | +352+4.6% | Added |
| Smartleaf Asset Management LLC | 7,889 | $533.3K | 0.05% | +633+8.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,865 | $531.0K | 0.00% | −3,155−28.6% | Reduced |
| Laraway Financial Inc | 7,827 | $528.5K | 0.42% | +10+0.1% | Added |
| Bradley Foster & Sargent Inc | 7,815 | $527.7K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,708 | $520.4K | 0.05% | +2,243+41.0% | Added |
| Farringdon Capital, Ltd. | 7,685 | $518.9K | 0.21% | +7,685 | New |
| SFMG, LLC | 7,675 | $518.2K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,646 | $516.3K | 0.14% | −7−0.1% | Reduced |
| Bryce Point Capital, LLC | 7,552 | $509.9K | 0.15% | +7,552 | New |
| Freedom Financial Partners LLC | 7,548 | $509.6K | 0.25% | +7,548 | New |
| Stephens Inc | 7,540 | $509.1K | 0.01% | −249−3.2% | Reduced |
| Meeder Advisory Services, Inc. | 7,514 | $507.4K | 0.03% | +465+6.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 7,478 | $504.9K | 0.06% | +201+2.8% | Added |
| Parsons Capital Management Inc | 7,447 | $502.8K | 0.03% | 00.0% | Unchanged |
| Lifelong Wealth Advisors, Inc. | 7,421 | $501.1K | 0.23% | +7,421 | New |
| HighMark Wealth Management LLC | 7,419 | $500.9K | 0.29% | −5,609−43.1% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $500.3K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 7,402 | $499.8K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,392 | $499.1K | 0.05% | +30+0.4% | Added |
| Fundamentun, LLC | 7,360 | $497.0K | 0.03% | −942−11.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 17,623 | $492.0K | 0.09% | +1,117+6.8% | Added |
| RFG Advisory, LLC | 7,253 | $489.7K | 0.01% | +1,804+33.1% | Added |
| Signaturefd, LLC | 7,242 | $489.0K | 0.01% | −76−1.0% | Reduced |
| Glenview Trust Co | 7,168 | $484.0K | 0.01% | +2,683+59.8% | Added |
| Copley Financial Group, Inc. | 7,158 | $483.3K | 0.37% | −986−12.1% | Reduced |
| Wetherby Asset Management Inc | 7,153 | $483.0K | 0.02% | +323+4.7% | Added |
| Zacks Investment Management | 7,084 | $478.4K | 0.00% | +702+11.0% | Added |
| Wedmont Private Capital | 7,417 | $470.0K | 0.02% | +1,953+35.7% | Added |
| David Loasby | 7,413 | $469.8K | 0.04% | +232+3.2% | Added |
| Canada Post Corp Registered Pension Plan | 6,952 | $469.4K | 0.03% | +6,952 | New |
| Aveo Capital Partners, LLC | 6,941 | $468.7K | 0.05% | +476+7.4% | Added |
| Brown Financial Advisors | 6,913 | $466.8K | 0.19% | −1,157−14.3% | Reduced |
| Spire Wealth Management | 6,867 | $463.7K | 0.01% | +185+2.8% | Added |
| Gateway Investment Advisers LLC | 6,855 | $462.9K | 0.01% | −242−3.4% | Reduced |
| Synovus Financial Corp | 6,838 | $461.8K | 0.01% | +1,043+18.0% | Added |
| Paradigm Financial Partners, LLC | 6,815 | $460.1K | 0.06% | +2,100+44.5% | Added |
| Romano Brothers and Company | 6,762 | $456.6K | 0.06% | −100−1.5% | Reduced |
| Eqis Capital Management, Inc. | 6,739 | $455.0K | 0.04% | +32+0.5% | Added |
| SNS Financial Group, LLC | 6,725 | $454.1K | 0.05% | +30.0% | Added |
| Level Four Advisory Services, LLC | 6,695 | $452.1K | 0.02% | −26−0.4% | Reduced |
| Change Path, LLC | 6,645 | $448.7K | 0.01% | +6,645 | New |
| Harel Insurance Investments & Financial Services Ltd. | 6,594 | $445.0K | 0.01% | +6,594 | New |
| Ronald Blue Trust, Inc. | 6,529 | $440.8K | 0.01% | −291−4.3% | Reduced |
| Sheets Smith Wealth Management | 6,516 | $440.0K | 0.05% | −150−2.3% | Reduced |
| International Assets Investment Management, LLC | 6,573 | $439.5K | 0.04% | −499,915−98.7% | Reduced |
| Coastline Trust Co | 6,450 | $435.5K | 0.05% | −2,305−26.3% | Reduced |
| Stratos Wealth Partners, LTD. | 6,445 | $435.2K | 0.01% | +801+14.2% | Added |
| Csenge Advisory Group | 6,382 | $430.9K | 0.02% | +539+9.2% | Added |