Xcel EnergyXEL

13F holders, Q1 2024 (March 31)
979holders
7famous investors
$53.87avg. 13F price*

At the end of Q1 2024, 979 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock Inc. ($2.6B) and State Street Corp. ($1.8B). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Xcel Energy Inc.
Sector
Utilities
CUSIP
98389B100
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions99$443.6M
Exits136$258.0M

Ownership 979 holders

Vanguard Group Inc. 0.08% Add +0.1% 72,097,430 $3.9B
BlackRock Inc. 0.06% Reduce -2.3% 48,835,443 $2.6B
State Street Corp. 0.08% Add +10.8% 32,611,963 $1.8B
JPMorgan Chase & Co. 0.09% Reduce -9.6% 19,421,552 $1.0B
Massachusetts Financial Services Co. 0.28% Reduce -13.9% 17,205,532 $924.8M
Aristotle Capital Management, LLC 1.42% Add +1.4% 14,205,589 $763.6M
Geode Capital Management, LLC 0.07% Add +4.6% 13,847,411 $744.3M
Morgan Stanley 0.04% Add +49.6% 8,990,898 $483.3M
Victory Capital Management Inc. 0.43% Add +3.9% 8,068,633 $433.7M
T. Rowe Price Associates Inc. 0.05% Add +770.0% 7,552,625 $406.0M
Wells Fargo & Company 0.09% Reduce -12.3% 6,247,529 $335.8M
Invesco Ltd. 0.07% Add +12.8% 6,069,829 $326.3M
Legal & General Group Plc 0.09% Add +1.0% 5,631,095 $302.7M
Goldman Sachs Group Inc. 0.06% Reduce -19.8% 5,452,467 $293.1M
Northern Trust Corp. 0.05% Reduce -5.3% 5,250,866 $282.2M
Franklin Resources Inc. 0.09% Add +108.5% 5,114,855 $274.9M
Bank of America Corp. 0.03% Add +6.9% 4,818,408 $259.0M
Mitsubishi UFJ Trust & Banking Corp 0.51% Add +1.8% 4,186,101 $223.3M
Bank of New York Mellon Corp 0.04% Reduce -6.0% 3,838,266 $206.3M
California Public Employees Retirement System 0.13% Add +3.1% 3,460,906 $186.0M
Capital Research Global Investors 0.04% Add +0.1% 3,380,610 $181.7M
FMR LLC 0.01% Add +72.0% 3,376,588 $181.5M
Charles Schwab Investment Management Inc. 0.04% Add +1.2% 3,210,539 $172.6M
Man Group plc 0.47% Add +278.5% 3,129,635 $168.2M
Magellan Asset Management Ltd 1.54% Add +7.7% 2,993,786 $160.9M
Qube Research & Technologies Ltd 0.29% Add +517.7% 2,947,072 $158.4M
Royal Bank of Canada 0.04% Reduce -65.7% 2,931,743 $157.6M
Nordea Investment Management AB 0.18% Reduce -4.4% 2,825,061 $151.5M
Nuveen Asset Management, LLC 0.04% Reduce -22.7% 2,447,554 $140.4M
Principal Financial Group Inc. 0.08% Reduce -12.1% 2,584,554 $138.9M
HSBC Holdings PLC 0.09% Add +152.6% 2,450,746 $131.7M
Amundi 0.06% Add +82.7% 2,396,429 $128.8M
Millennium Management 0.11% Reduce -46.2% 2,333,797 $125.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +0.3% 2,273,118 $122.2M
Duff & Phelps Investment Management Co. 1.41% Add +5.6% 2,183,548 $117.4M
First Trust Advisors LP 0.10% Add +5.2% 1,852,777 $99.6M
UBS Group AG 0.03% Add +69.3% 1,847,774 $99.3M
Macquarie Group Ltd. 0.11% Add +29.6% 1,817,049 $97.7M
Barclays PLC 0.04% Add +4.0% 1,802,729 $96.9M
Dimensional Fund Advisors LP 0.02% Add +10.4% 1,679,680 $90.3M
Ameriprise Financial Inc. 0.02% Reduce -7.3% 1,658,773 $89.2M
Deutsche Bank AG 0.04% Add +77.1% 1,657,941 $89.1M
Swiss National Bank 0.06% Reduce -4.2% 1,652,500 $88.8M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +2.4% 1,625,530 $87.4M
Pictet Asset Management Holding SA 0.09% Reduce -37.9% 1,608,425 $86.5M
Jupiter Asset Management Ltd. 0.77% New 1,493,634 $80.3M
Citadel Advisors 0.07% Add +904.1% 1,404,056 $75.5M
Jennison Associates LLC 0.05% Reduce -6.2% 1,361,016 $73.2M
BNP Paribas Financial Markets 0.09% Add +15.5% 1,317,349 $70.8M
National Pension Service 0.08% Add +2.4% 1,291,433 $69.4M
APG Asset Management N.V. 0.12% Add +2.2% 1,345,217 $66.9M
Verition Fund Management LLC 0.71% Add +683.2% 1,224,198 $65.8M
Russell Investments Group, Ltd. 0.10% Add +2.7% 1,217,098 $65.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.41% Add +6.6% 1,105,022 $59.4M
Federated Hermes, Inc. 0.13% Reduce -15.9% 1,080,590 $58.1M
AQR Capital Management 0.10% Reduce -1.1% 1,062,832 $57.1M
Canada Pension Plan Investment Board 0.06% Reduce -9.0% 1,037,385 $55.8M
Adage Capital Partners Gp, L.L.C. 0.10% Add +255.3% 1,016,242 $54.6M
Allianz Asset Management GmbH 0.09% Add +137.5% 995,525 $53.5M
Rhumbline Advisers 0.05% Reduce -0.3% 992,109 $53.3M
Prudential Financial Inc. 0.07% Reduce -24.5% 983,091 $52.8M
Balyasny Asset Management L.P. 0.14% Add +2070.5% 978,759 $52.6M
Worldquant Millennium Advisors LLC 0.65% Add +20.6% 973,510 $52.3M
Marshall Wace, LLP 0.09% New 972,937 $52.3M
Energy Income Partners, LLC 1.03% Reduce -1.5% 940,871 $50.6M
Zimmer Partners, LP 1.09% Add +1765.0% 932,505 $50.1M
LPL Financial LLC 0.03% Add +2.4% 921,438 $49.5M
Squarepoint Ops LLC 0.20% Add +1327.3% 909,265 $48.9M
American Century Companies Inc. 0.03% Add +18.3% 904,522 $48.6M
Bank of Montreal 0.01% Reduce -12.2% 784,599 $45.4M
National Bank of Canada 0.08% Reduce -22.9% 810,413 $44.9M
Envestnet Asset Management Inc. 0.02% Reduce -1.9% 804,731 $43.3M
Credit Suisse AG/ 0.04% Add +0.8% 796,682 $42.8M
State Board of Administration of Florida Retirement System 0.10% Add +4.2% 622,975 $42.0M
Sei Investments Co. 0.06% Add +3.1% 764,063 $41.1M
Regions Financial Corp. 0.31% Add +4.8% 755,231 $40.6M
Voloridge Investment Management, LLC 0.15% Reduce -30.3% 749,159 $40.3M
California State Teachers Retirement System 0.05% Reduce -3.7% 740,156 $39.8M
LSP Investment Advisors, LLC 20.34% New 702,000 $37.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +15.9% 691,665 $37.2M
Alliancebernstein L.P. 0.01% Reduce -14.8% 674,606 $36.3M
Zurich Insurance Group Ltd 0.33% New 662,755 $35.6M
Aquatic Capital Management LLC 1.14% Add +773.5% 651,600 $35.0M
Vaughan David Investments LLC 0.86% Add +2.6% 645,958 $34.7M
ProShare Advisors LLC 0.09% Add +23.2% 643,986 $34.6M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -5.7% 524,506 $32.5M
Raymond James & Associates 0.02% Reduce -10.4% 601,578 $32.3M
Gabelli Funds LLC 0.23% Reduce -3.5% 560,499 $30.1M
Thrivent Financial for Lutherans 0.06% Add +1337.6% 546,465 $29.4M
Point72 Asset Management 0.09% Add +159.2% 538,180 $28.9M
New York State Teachers Retirement System 0.06% Reduce -2.0% 532,302 $28.6M
Tudor Investment Corporation 0.35% Add +49.3% 531,274 $28.6M
CBRE Investment Management Listed Real Assets LLC 0.53% Add +1504.4% 527,648 $28.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -10.9% 520,781 $28.0M
Lazard Asset Management LLC 0.04% Add +10.7% 520,452 $28.0M
Old Republic International Corp. 1.09% No change 515,600 $27.7M
Anchor Capital Advisors LLC 0.72% Reduce -6.8% 510,589 $27.4M
Bank of Nova Scotia 0.05% Reduce -30.7% 494,224 $26.6M
Citigroup Inc. 0.03% Reduce -31.3% 493,733 $26.5M
Susquehanna Fundamental Investments, LLC 1.23% New 488,722 $26.3M

"% of holder's portfolio" is XEL's weight in each manager's 13F, not the share of Xcel Energy Inc. the manager owns.

Show all 979 holders