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 |
|---|---|---|---|---|---|
| Poinciana Advisors Group, LLC | 4,524 | $305.5K | 0.31% | +4,524 | New |
| Pensionmark Financial Group, LLC | 4,496 | $303.6K | 0.01% | +4,496 | New |
| Principle Wealth Partners LLC | 4,487 | $303.0K | 0.02% | +140+3.2% | Added |
| Trueblood Wealth Management, LLC | 4,465 | $301.5K | 0.15% | −40−0.9% | Reduced |
| GEN Financial Management, INC. | 4,457 | $300.9K | 0.20% | +4,457 | New |
| ISAM Funds (UK) Ltd | 4,437 | $299.6K | 0.22% | +4,437 | New |
| Christopher J. Hasenberg, Inc | 4,409 | $297.7K | 0.12% | −728−14.2% | Reduced |
| South State Corp. | 4,382 | $295.9K | 0.02% | +219+5.3% | Added |
| FFT Wealth Management LLC | 4,377 | $295.5K | 0.02% | −37−0.8% | Reduced |
| Cidel Asset Management Inc | 4,366 | $294.8K | 0.02% | +209+5.0% | Added |
| Dark Forest Capital Management LP | 4,339 | $293.0K | 0.04% | −1,457−25.1% | Reduced |
| Evergreen Capital Management LLC | 4,317 | $291.5K | 0.01% | +11+0.3% | Added |
| TCI Wealth Advisors, Inc. | 4,307 | $290.8K | 0.02% | +116+2.8% | Added |
| Bremer Bank National Association | 4,306 | $290.7K | 0.06% | −1,712−28.4% | Reduced |
| Johnson Investment Counsel Inc | 4,301 | $290.4K | 0.00% | +706+19.6% | Added |
| First Business Financial Services, Inc. | 4,277 | $288.8K | 0.03% | +1,000+30.5% | Added |
| Capital Investment Advisors, LLC | 4,251 | $287.0K | 0.01% | −693−14.0% | Reduced |
| Horizon Investment Services, LLC | 4,238 | $286.1K | 0.12% | +192+4.7% | Added |
| Conning Inc. | 4,228 | $285.5K | 0.01% | +323+8.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,224 | $285.2K | 0.04% | +7+0.2% | Added |
| Lake Street Advisors Group, LLC | 4,200 | $283.6K | 0.01% | +492+13.3% | Added |
| Financial Advisors Network, Inc. | 4,199 | $283.5K | 0.05% | +4,199 | New |
| Bingham Private Wealth, LLC | 4,182 | $282.4K | 0.30% | +4,182 | New |
| Wealthspire Advisors, LLC | 4,152 | $280.3K | 0.00% | +4,152 | New |
| Wesbanco Bank Inc | 4,143 | $279.7K | 0.01% | +534+14.8% | Added |
| Machina Capital S.A.S. | 4,125 | $278.5K | 0.12% | −20,396−83.2% | Reduced |
| Atomi Financial Group, Inc. | 4,122 | $278.3K | 0.01% | +4,122 | New |
| Centre Asset Management, LLC | 4,098 | $277.0K | 0.06% | +284+7.4% | Added |
| Triumph Capital Management | 4,092 | $276.3K | 0.09% | −1,040−20.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,070 | $274.8K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4,119 | $274.7K | 0.06% | +84+2.1% | Added |
| Atlantic Family Wealth, LLC | 4,058 | $274.0K | 0.33% | +4,058 | New |
| Buska Wealth Management, LLC | 4,046 | $273.2K | 0.09% | −281−6.5% | Reduced |
| Graypoint LLC | 4,019 | $271.4K | 0.02% | +905+29.1% | Added |
| NorthCrest Asset Manangement, LLC | 4,018 | $271.3K | 0.01% | +863+27.4% | Added |
| JNBA Financial Advisors | 4,016 | $271.2K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,012 | $270.9K | 0.01% | 00.0% | Unchanged |
| Challenger Wealth Management | 4,000 | $270.1K | 0.23% | +4,000 | New |
| Catalina Capital Group, LLC | 3,982 | $268.9K | 0.09% | +685+20.8% | Added |
| Patrick M Sweeney & Associates, Inc | 3,970 | $268.0K | 0.20% | +75+1.9% | Added |
| SageView Advisory Group, LLC | 3,951 | $266.8K | 0.01% | +3,951 | New |
| Global Retirement Partners, LLC | 3,943 | $266.2K | 0.01% | +283+7.7% | Added |
| Paragon Capital Management LLC | 3,931 | $265.4K | 0.14% | 00.0% | Unchanged |
| Quarry LP | 3,929 | $265.3K | 0.05% | +3,077+361.2% | Added |
| BlueStem Wealth Partners, LLC | 3,917 | $264.4K | 0.03% | +3,917 | New |
| Moneta Group Investment Advisors LLC | 3,901 | $263.4K | 0.00% | +256+7.0% | Added |
| Peak Asset Management, LLC | 3,896 | $263.1K | 0.05% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,881 | $262.1K | 0.01% | +18+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,876 | $261.7K | 0.01% | −91−2.3% | Reduced |
| Headinvest, LLC | 3,875 | $261.6K | 0.05% | −67−1.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 3,871 | $261.3K | 0.10% | −37−0.9% | Reduced |
| Austin Private Wealth, LLC | 3,854 | $260.2K | 0.02% | +58+1.5% | Added |
| Walleye Capital LLC | 3,853 | $260.2K | 0.00% | −115,375−96.8% | Reduced |
| DORVAL Corp | 3,842 | $259.4K | 0.10% | −150−3.8% | Reduced |
| Lazari Capital Management, Inc. | 3,842 | $259.4K | 0.10% | +8+0.2% | Added |
| Ballast Advisors LLC | 3,832 | $258.7K | 0.08% | −30−0.8% | Reduced |
| OneAscent Financial Services LLC | 3,811 | $257.0K | 0.02% | +3,811 | New |
| Planning Center, Inc. | 3,805 | $256.9K | 0.03% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,798 | $256.5K | 0.17% | +3,798 | New |
| Voleon Capital Management LP | 3,797 | $256.4K | 0.02% | +3,797 | New |
| Premier Path Wealth Partners, LLC | 3,795 | $256.2K | 0.04% | +3,795 | New |
| We Are One Seven, LLC | 3,794 | $256.2K | 0.01% | −193−4.8% | Reduced |
| NewEdge Wealth, LLC | 3,794 | $256.2K | 0.00% | +133+3.6% | Added |
| Priebe Wealth Holdings LLC | 3,764 | $254.1K | 0.17% | +616+19.6% | Added |
| Clarius Group, LLC | 3,740 | $252.5K | 0.02% | −248−6.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,738 | $252.4K | 0.00% | −37−1.0% | Reduced |
| Gries Financial LLC | 3,724 | $251.4K | 0.04% | +647+21.0% | Added |
| Accel Wealth Management | 3,712 | $250.7K | 0.10% | +23+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 3,689 | $249.1K | 0.00% | −4,833−56.7% | Reduced |
| Tyche Wealth Partners LLC | 3,679 | $248.4K | 0.05% | −202−5.2% | Reduced |
| Venture Visionary Partners LLC | 3,675 | $248.1K | 0.01% | −845−18.7% | Reduced |
| Fortis Group Advisors, LLC | 3,659 | $247.1K | 0.05% | +11+0.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,657 | $246.9K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,649 | $246.4K | 0.06% | +3,645+91,125.0% | Added |
| Pitcairn Co | 3,637 | $245.6K | 0.01% | −84−2.3% | Reduced |
| Capital Advisors Inc | 3,636 | $245.5K | 0.00% | +3,636 | New |
| Marcum Wealth, LLC | 3,622 | $244.6K | 0.02% | +236+7.0% | Added |
| GenTrust, LLC | 3,602 | $243.2K | 0.01% | +155+4.5% | Added |
| Ci Investments Inc. | 3,601 | $243.0K | 0.00% | +144+4.2% | Added |
| Brass Tax Wealth Management, Inc | 3,570 | $241.0K | 0.05% | +30+0.8% | Added |
| Essex Financial Services, Inc. | 3,551 | $239.8K | 0.02% | +57+1.6% | Added |
| Brighton Jones LLC | 3,549 | $239.7K | 0.01% | +3,549 | New |
| Avestar Capital, LLC | 3,532 | $238.5K | 0.02% | +343+10.8% | Added |
| Fortress Financial Group, LLC | 3,516 | $237.4K | 0.24% | +3,516 | New |
| CoreFirst Bank & Trust | 3,514 | $237.3K | 0.14% | −45−1.3% | Reduced |
| Sunpointe, LLC | 3,499 | $236.3K | 0.12% | −253−6.7% | Reduced |
| Avidian Wealth Solutions, LLC | 3,496 | $236.1K | 0.01% | +402+13.0% | Added |
| FDx Advisors, Inc. | 3,459 | $234.0K | 0.07% | −293−7.8% | Reduced |
| Perpetual Ltd | 3,460 | $233.6K | 0.00% | +10+0.3% | Added |
| Genesis Private Wealth, LLC | 3,433 | $231.8K | 0.13% | +3,433 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,432 | $231.7K | 0.01% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,426 | $231.3K | 0.13% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 3,425 | $231.3K | 0.17% | −94−2.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,413 | $230.4K | 0.08% | −13,795−80.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,412 | $230.4K | 0.01% | −940−21.6% | Reduced |
| Mather Group, LLC. | 3,408 | $230.1K | 0.00% | +466+15.8% | Added |
| Old Second National Bank of Aurora | 3,404 | $229.8K | 0.05% | −194−5.4% | Reduced |
| First National Bank Sioux Falls | 3,404 | $229.8K | 0.10% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $229.6K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,386 | $229.4K | 0.02% | +90+2.7% | Added |