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 |
|---|---|---|---|---|---|
| Ariadne Wealth Management, LP | 3,425 | $229.1K | 0.10% | −1,683−32.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,392 | $229.0K | 0.01% | +3,392 | New |
| Windsor Capital Management, LLC | 3,375 | $227.9K | 0.07% | +22+0.7% | Added |
| Chesley Taft & Associates LLC | 3,370 | $227.5K | 0.01% | −481−12.5% | Reduced |
| Mystic Asset Management, Inc. | 3,352 | $226.3K | 0.06% | +3,352 | New |
| Boston Trust Walden Corp | 3,347 | $226.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3,336 | $225.2K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3,323 | $224.4K | 0.06% | +3,323 | New |
| Knollwood Investment Advisory, LLC | 3,323 | $224.4K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 3,291 | $222.2K | 0.02% | +206+6.7% | Added |
| First Heartland Consultants, Inc. | 3,290 | $222.1K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 3,283 | $221.7K | 0.01% | −2,462−42.9% | Reduced |
| Anchor Pointe Wealth Management, LLC | 3,276 | $221.4K | 0.29% | +3,276 | New |
| Morningstar Investment Management LLC | 3,274 | $221.0K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,266 | $220.5K | 0.01% | +3,266 | New |
| Gotham Asset Management, LLC | 3,245 | $219.1K | 0.00% | +5+0.2% | Added |
| USAdvisors Wealth Management, LLC | 3,237 | $218.0K | 0.07% | −123−3.7% | Reduced |
| Sharkey, Howes & Javer | 3,219 | $217.3K | 0.03% | +3,219 | New |
| Occidental Asset Management, LLC | 3,217 | $217.2K | 0.03% | +3,217 | New |
| Concord Asset Management, LLC | 3,201 | $216.1K | 0.05% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 3,199 | $216.0K | 0.00% | +9+0.3% | Added |
| Nations Financial Group Inc, | 3,183 | $214.9K | 0.02% | −3,716−53.9% | Reduced |
| Keel Point, LLC | 3,178 | $214.6K | 0.02% | −460−12.6% | Reduced |
| CRA Financial Services, LLC | 3,177 | $214.5K | 0.04% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 3,166 | $213.8K | 0.11% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $213.6K | 0.03% | −1,750−35.6% | Reduced |
| Kuhn & Co Investment Counsel | 3,159 | $213.3K | 0.18% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,151 | $212.8K | 0.00% | +3,151 | New |
| Centric Wealth Management | 3,150 | $212.7K | 0.06% | 00.0% | Unchanged |
| HTLF Bank | 3,145 | $212.3K | 0.02% | −302−8.8% | Reduced |
| Umb Bank N A | 3,139 | $211.9K | 0.00% | +38+1.2% | Added |
| Sharpepoint LLC | 3,124 | $210.9K | 0.19% | +3,124 | New |
| Compass Financial Group, INC | 3,079 | $207.9K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,270 | $207.2K | 0.21% | −30−0.9% | Reduced |
| Alteri Wealth LLC | 3,068 | $207.2K | 0.06% | +3,068 | New |
| CFS Investment Advisory Services, LLC | 3,060 | $207.0K | 0.02% | +3,060 | New |
| LRI Investments, LLC | 3,037 | $205.1K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,027 | $204.4K | 0.01% | +874+40.6% | Added |
| Frank, Rimerman Advisors LLC | 3,016 | $203.6K | 0.01% | +3,016 | New |
| Avantax Planning Partners, Inc. | 3,011 | $203.3K | 0.01% | +3,011 | New |
| Meeder Asset Management Inc | 3,005 | $202.9K | 0.01% | −26,597−89.8% | Reduced |
| Panoramic Investment Advisors, LLC | 2,971 | $200.6K | 0.13% | +2,971 | New |
| GHP Investment Advisors, Inc. | 2,914 | $196.8K | 0.01% | −579−16.6% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $196.1K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,887 | $194.9K | 0.01% | +133+4.8% | Added |
| Trust Co | 2,882 | $194.6K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 2,880 | $194.5K | 0.15% | 00.0% | Unchanged |
| Colonial Trust Co | 2,871 | $193.8K | 0.03% | +353+14.0% | Added |
| Ossiam | 2,844 | $192.0K | 0.00% | −651−18.6% | Reduced |
| Cary Street Partners Financial LLC | 2,707 | $182.8K | 0.01% | +2,707 | New |
| High Note Wealth, LLC | 2,694 | $181.9K | 0.05% | +2,694 | New |
| Cherry Tree Wealth Management, LLC | 2,693 | $181.9K | 0.05% | +9+0.3% | Added |
| Rosenberg Matthew Hamilton | 2,679 | $180.9K | 0.05% | −1,409−34.5% | Reduced |
| GeoWealth Management, LLC | 2,594 | $175.1K | 0.01% | −778−23.1% | Reduced |
| Ancora Advisors, LLC | 2,590 | $174.9K | 0.00% | −580−18.3% | Reduced |
| Hilltop National Bank | 2,529 | $170.8K | 0.05% | 00.0% | Unchanged |
| City State Bank | 2,526 | $170.6K | 0.06% | +760+43.0% | Added |
| Motco | 2,517 | $169.9K | 0.02% | −70−2.7% | Reduced |
| Founders Capital Management | 2,500 | $168.8K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,460 | $166.1K | 0.01% | +341+16.1% | Added |
| Smithfield Trust Co | 2,401 | $163.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $160.4K | 0.06% | 00.0% | Unchanged |
| Riverview Trust Co | 2,348 | $158.5K | 0.14% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,346 | $158.4K | 0.09% | +2,346 | New |
| MAI Capital Management | 2,339 | $158.0K | 0.00% | +2,339 | New |
| Sunbelt Securities, Inc. | 2,310 | $156.1K | 0.01% | −165−6.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,308 | $155.8K | 0.15% | +2,308 | New |
| Marquette Asset Management, LLC | 2,300 | $155.3K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,281 | $154.0K | 0.00% | +2,281 | New |
| Washington Trust Co | 2,266 | $153.0K | 0.01% | −5−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,261 | $152.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,245 | $152.0K | 0.07% | −366−14.0% | Reduced |
| Catalyst Capital Advisors LLC | 2,247 | $151.7K | 0.00% | +1,412+169.1% | Added |
| Vestor Capital, LLC | 2,233 | $151.0K | 0.01% | +11+0.5% | Added |
| Whittier Trust Co | 2,230 | $150.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,171 | $146.6K | 0.02% | −555−20.4% | Reduced |
| Hexagon Capital Partners LLC | 2,121 | $143.2K | 0.03% | +599+39.4% | Added |
| Creative Capital Management Investments LLC | 2,089 | $141.0K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,046 | $138.2K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 2,041 | $137.8K | 0.00% | +256+14.3% | Added |
| Wolff Wiese Magana LLC | 2,036 | $137.4K | 0.09% | +4+0.2% | Added |
| Chilton Capital Management LLC | 2,000 | $135.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,987 | $134.1K | 0.05% | +14+0.7% | Added |
| Quadrant Capital Group LLC | 1,969 | $132.9K | 0.01% | +55+2.9% | Added |
| Skopos Labs, Inc. | 1,920 | $129.6K | 0.04% | +178+10.2% | Added |
| Golden State Wealth Management, LLC | 1,871 | $126.3K | 0.02% | +1,871 | New |
| Cromwell Holdings LLC | 1,824 | $123.2K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,815 | $122.5K | 0.00% | +270+17.5% | Added |
| Eagle Bay Advisors LLC | 1,810 | $122.2K | 0.08% | +54+3.1% | Added |
| First Community Trust NA | 1,800 | $121.5K | 0.09% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,779 | $120.1K | 0.00% | +1,462+461.2% | Added |
| Millstone Evans Group, LLC | 1,779 | $120.1K | 0.08% | +1,779 | New |
| Aspetuck Financial Management LLC | 1,760 | $118.8K | 0.09% | +1,760 | New |
| Covestor Ltd | 1,722 | $116.0K | 0.07% | −1,100−39.0% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $115.7K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $115.6K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 1,677 | $113.2K | 0.00% | +1,401+507.6% | Added |
| PSI Advisors, LLC | 1,629 | $110.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $110.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,620 | $109.4K | 0.01% | −3,064−65.4% | Reduced |