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 |
|---|---|---|---|---|---|
| 111 Capital | 6,373 | $430.3K | 0.09% | +6,373 | New |
| GTS Securities LLC | 6,354 | $429.0K | 0.02% | +2,181+52.3% | Added |
| Sumitomo Life Insurance Co | 6,338 | $427.9K | 0.01% | −253−3.8% | Reduced |
| Norden Group LLC | 6,325 | $427.1K | 0.05% | +879+16.1% | Added |
| Integris Wealth Management, LLC | 6,323 | $426.9K | 0.12% | +160+2.6% | Added |
| Eastern Bank | 6,268 | $423.2K | 0.01% | +1,666+36.2% | Added |
| Aaron Wealth Advisors | 6,258 | $422.5K | 0.05% | +368+6.2% | Added |
| Safeguard Investment Advisory Group, LLC | 6,250 | $422.0K | 0.12% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 6,243 | $421.5K | 0.07% | +6,243 | New |
| Heritage Trust Co | 6,197 | $418.4K | 0.05% | +6,197 | New |
| Park Place Capital Corp | 6,192 | $418.1K | 0.12% | −419−6.3% | Reduced |
| Affiance Financial, LLC | 6,167 | $416.4K | 0.10% | −353−5.4% | Reduced |
| Townsend & Associates, Inc | 6,148 | $416.1K | 0.04% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 6,158 | $415.8K | 0.19% | −329−5.1% | Reduced |
| Longfellow Investment Management Co LLC | 6,137 | $414.4K | 0.11% | −392−6.0% | Reduced |
| Simon Quick Advisors, LLC | 6,101 | $411.9K | 0.02% | +832+15.8% | Added |
| Brookstone Capital Management | 6,066 | $409.6K | 0.01% | +343+6.0% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $408.5K | 0.02% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,015 | $406.1K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 6,004 | $405.4K | 0.02% | +2,158+56.1% | Added |
| Stock Yards Bank & Trust Co | 5,984 | $404.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,934 | $400.7K | 0.08% | +163+2.8% | Added |
| CSS LLC | 5,920 | $399.7K | 0.02% | +5,920 | New |
| HBK Sorce Advisory LLC | 5,903 | $398.6K | 0.01% | +1,344+29.5% | Added |
| Capital Management Associates, Inc | 5,899 | $398.3K | 0.15% | +55+0.9% | Added |
| Sandy Spring Bank | 5,893 | $397.9K | 0.02% | +50+0.9% | Added |
| Everpar Advisors LLC | 5,881 | $397.1K | 0.20% | +287+5.1% | Added |
| Checchi Capital Advisers, LLC | 5,846 | $394.7K | 0.03% | +245+4.4% | Added |
| Perigon Wealth Management, LLC | 5,937 | $393.0K | 0.01% | +231+4.0% | Added |
| PharVision Advisers, LLC | 5,820 | $393.0K | 0.33% | +5,820 | New |
| First Horizon Advisors, Inc. | 5,815 | $392.7K | 0.01% | −117−2.0% | Reduced |
| Hills Bank & Trust Co | 5,796 | $391.3K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,755 | $388.6K | 0.01% | +5,755 | New |
| Cigna Investments Inc | 5,733 | $388.0K | 0.07% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 5,682 | $383.6K | 0.06% | +413+7.8% | Added |
| IFP Advisors, Inc | 5,646 | $381.3K | 0.01% | +43+0.8% | Added |
| V-Square Quantitative Management LLC | 5,646 | $381.2K | 0.05% | −666−10.6% | Reduced |
| Ingalls & Snyder LLC | 5,643 | $381.0K | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 5,641 | $380.9K | 0.10% | −78−1.4% | Reduced |
| Lantz Financial LLC | 5,637 | $380.6K | 0.10% | −631−10.1% | Reduced |
| FourThought Financial Partners, LLC | 5,594 | $377.7K | 0.04% | +5,594 | New |
| SC&H Financial Advisors, Inc. | 5,592 | $377.6K | 0.08% | −951−14.5% | Reduced |
| Lakeridge Wealth Management LLC | 5,551 | $374.8K | 0.19% | +19+0.3% | Added |
| RDA Financial Network | 5,551 | $374.8K | 0.11% | −449−7.5% | Reduced |
| Summit Financial, LLC | 5,548 | $374.6K | 0.01% | −27−0.5% | Reduced |
| Old National Bancorp | 5,439 | $367.2K | 0.01% | −60−1.1% | Reduced |
| James Hambro & Partners | 5,400 | $364.8K | 0.01% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $364.2K | 0.04% | −195−3.5% | Reduced |
| Charter Trust Co | 5,389 | $363.9K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,382 | $363.8K | 0.01% | −9,193−63.1% | Reduced |
| Smith Anglin Financial, LLC | 5,378 | $363.2K | 0.03% | +10.0% | Added |
| Hilltop Holdings Inc. | 5,370 | $362.5K | 0.02% | +1,845+52.3% | Added |
| Concord Wealth Partners | 5,345 | $360.9K | 0.06% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 5,274 | $356.1K | 0.08% | −170−3.1% | Reduced |
| Farther Finance Advisors, LLC | 5,257 | $355.0K | 0.01% | −134−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 5,229 | $353.0K | 0.01% | −259−4.7% | Reduced |
| Claro Advisors LLC | 5,223 | $352.6K | 0.05% | −28,141−84.3% | Reduced |
| Teacher Retirement System of Texas | 5,218 | $352.0K | 0.00% | −295,597−98.3% | Reduced |
| PrairieView Partners, LLC | 5,221 | $352.0K | 0.04% | +600+13.0% | Added |
| Moody National Bank Trust Division | 5,204 | $351.4K | 0.04% | −300−5.5% | Reduced |
| Vantage Financial Partners, LLC | 5,188 | $350.3K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 5,188 | $350.3K | 0.06% | −5,561−51.7% | Reduced |
| Farmers & Merchants Investments Inc | 5,173 | $349.3K | 0.01% | −5−0.1% | Reduced |
| PFG Advisors | 5,172 | $349.2K | 0.02% | +5,172 | New |
| Adviser Investments LLC | 5,155 | $348.1K | 0.00% | +176+3.5% | Added |
| Nautilus Advisors LLC | 5,146 | $347.5K | 0.28% | +5,146 | New |
| TCG Advisory Services, LLC | 5,131 | $346.5K | 0.01% | −1,107−17.7% | Reduced |
| Alley Investment Management Company, LLC | 5,097 | $344.1K | 0.04% | −155−3.0% | Reduced |
| Secured Retirement Advisors, LLC | 5,087 | $343.4K | 0.20% | −94−1.8% | Reduced |
| Flow Traders U.S. LLC | 5,080 | $343.0K | 0.01% | +5,080 | New |
| Manchester Capital Management LLC | 5,070 | $342.3K | 0.04% | −19−0.4% | Reduced |
| Buckingham Strategic Partners | 5,039 | $340.2K | 0.01% | −31−0.6% | Reduced |
| Leonteq Securities AG | 5,023 | $339.3K | 0.03% | +3,410+211.4% | Added |
| Castle Rock Wealth Management, LLC | 4,930 | $338.2K | 0.08% | 00.0% | Unchanged |
| Welch Group, LLC | 4,989 | $337.2K | 0.02% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5,009 | $337.0K | 0.01% | +1,545+44.6% | Added |
| Ritholtz Wealth Management | 4,989 | $336.9K | 0.01% | −618−11.0% | Reduced |
| Lummis Asset Management, LP | 4,949 | $334.2K | 0.42% | 00.0% | Unchanged |
| Invesco, LLC | 4,949 | $334.2K | 0.13% | +871+21.4% | Added |
| Parallel Advisors, LLC | 4,928 | $332.7K | 0.01% | +1,318+36.5% | Added |
| Scientech Research LLC | 4,906 | $331.3K | 0.09% | +4,906 | New |
| Significant Wealth Partners LLC | 4,881 | $329.6K | 0.17% | +4,881 | New |
| Aventura Private Wealth, LLC | 4,878 | $329.4K | 0.18% | +4,878 | New |
| Carlson Capital Management | 4,837 | $326.6K | 0.01% | +986+25.6% | Added |
| Danske Bank A/S | 4,799 | $324.0K | 0.00% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,789 | $323.7K | 0.01% | −201−4.0% | Reduced |
| Private Trust Co NA | 4,788 | $323.3K | 0.03% | +233+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 4,787 | $323.2K | 0.00% | +263+5.8% | Added |
| Warwick Investment Management, Inc. | 4,785 | $323.1K | 0.07% | +4,785 | New |
| Mount Yale Investment Advisors, LLC | 4,676 | $315.7K | 0.03% | +711+17.9% | Added |
| Panagora Asset Management Inc | 4,671 | $315.4K | 0.00% | −36,561−88.7% | Reduced |
| Net Worth Advisory Group | 4,662 | $314.8K | 0.10% | +59+1.3% | Added |
| Financial Gravity Companies, Inc. | 4,652 | $314.1K | 0.07% | +4,652 | New |
| Capital Performance Advisors LLP | 4,645 | $313.6K | 0.10% | +1,216+35.5% | Added |
| Wrapmanager Inc | 4,572 | $308.7K | 0.08% | −345−7.0% | Reduced |
| Clearstead Advisors, LLC | 4,545 | $306.9K | 0.00% | −178−3.8% | Reduced |
| RMB Capital Management, LLC | 4,542 | $306.7K | 0.01% | −676−13.0% | Reduced |
| Sagespring Wealth Partners, LLC | 4,533 | $306.1K | 0.01% | +4,533 | New |
| Advisory Alpha, LLC | 4,530 | $305.9K | 0.01% | −4,139−47.7% | Reduced |
| Fox Run Management, L.L.C. | 4,528 | $305.7K | 0.06% | +4,528 | New |