Xcel EnergyXEL
13F holders, Q2 2024 (June 30)972holders −7
73new positions
80sold out
5famous investors
$53.48avg. 13F price*
At the end of Q2 2024, 972 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, down 7 from Q1 2024. 73 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($3.9B), BlackRock Inc. ($2.4B) and State Street Corp. ($1.9B). 5 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $83.4M |
| Exits | 80 | $182.0M |
All 13F filers, Q1 2024 → Q2 2024: 35,690,050 shares bought and 33,157,864 shares sold, net +2,532,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 972 holders
| Vanguard Group Inc. | 0.07% | Add +0.2% | 72,226,353 | $3.9B |
| BlackRock Inc. | 0.06% | Reduce -6.1% | 45,853,548 | $2.4B |
| State Street Corp. | 0.08% | Add +6.8% | 34,819,577 | $1.9B |
| JPMorgan Chase & Co. | 0.09% | Add +3.3% | 20,052,370 | $1.1B |
| Geode Capital Management, LLC | 0.07% | Add +3.3% | 14,299,912 | $764.4M |
| Massachusetts Financial Services Co. | 0.23% | Reduce -16.9% | 14,298,016 | $763.7M |
| Aristotle Capital Management, LLC | 1.41% | Reduce -3.6% | 13,689,988 | $731.2M |
| T. Rowe Price Associates Inc. | 0.08% | Add +69.3% | 12,787,894 | $683.0M |
| Victory Capital Management Inc. | 0.41% | Reduce -6.0% | 7,587,563 | $405.3M |
| Morgan Stanley | 0.03% | Reduce -16.5% | 7,505,878 | $400.9M |
| Goldman Sachs Group Inc. | 0.07% | Add +17.0% | 6,379,304 | $340.7M |
| Wells Fargo & Company | 0.09% | Add +1.9% | 6,365,277 | $340.0M |
| Bank of America Corp. | 0.03% | Add +20.9% | 5,824,441 | $311.1M |
| Northern Trust Corp. | 0.05% | Add +1.5% | 5,331,812 | $284.8M |
| Legal & General Group Plc | 0.08% | Reduce -6.7% | 5,253,110 | $280.6M |
| Invesco Ltd. | 0.06% | Reduce -17.7% | 4,998,107 | $266.9M |
| Franklin Resources Inc. | 0.08% | Reduce -2.9% | 4,965,331 | $265.2M |
| Millennium Management | 0.20% | Add +83.9% | 4,290,943 | $229.2M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.6% | 3,778,037 | $201.8M |
| FMR LLC | 0.01% | Add +4.8% | 3,537,391 | $188.9M |
| Magellan Asset Management Ltd | 1.76% | Add +15.5% | 3,457,204 | $184.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.44% | Reduce -17.5% | 3,455,283 | $184.5M |
| Capital Research Global Investors | 0.04% | Add +0.0% | 3,381,741 | $180.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.3% | 3,349,795 | $178.9M |
| Nordea Investment Management AB | 0.21% | Add +18.5% | 3,347,728 | $178.5M |
| Zimmer Partners, LP | 3.08% | Add +224.5% | 3,026,125 | $161.6M |
| California Public Employees Retirement System | 0.11% | Reduce -16.3% | 2,897,617 | $154.8M |
| Man Group plc | 0.41% | Reduce -9.8% | 2,822,564 | $150.8M |
| Royal Bank of Canada | 0.03% | Reduce -7.8% | 2,702,540 | $144.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +17.4% | 2,669,716 | $142.6M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -1.8% | 2,402,607 | $140.8M |
| Qube Research & Technologies Ltd | 0.25% | Reduce -12.6% | 2,576,491 | $137.6M |
| Principal Financial Group Inc. | 0.08% | Reduce -1.9% | 2,535,308 | $135.4M |
| Federated Hermes, Inc. | 0.30% | Add +120.2% | 2,379,615 | $127.1M |
| First Trust Advisors LP | 0.13% | Add +27.4% | 2,361,030 | $126.1M |
| American Century Companies Inc. | 0.07% | Add +130.4% | 2,084,345 | $111.3M |
| Duff & Phelps Investment Management Co. | 1.34% | Reduce -9.5% | 1,976,451 | $105.6M |
| Russell Investments Group, Ltd. | 0.17% | Add +59.9% | 1,945,843 | $103.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +10.4% | 1,854,333 | $99.0M |
| Ameriprise Financial Inc. | 0.03% | Add +5.8% | 1,755,001 | $93.8M |
| Macquarie Group Ltd. | 0.11% | Reduce -3.6% | 1,750,839 | $93.5M |
| BNP Paribas Financial Markets | 0.10% | Add +31.9% | 1,737,048 | $92.8M |
| Barclays PLC | 0.04% | Reduce -4.4% | 1,724,041 | $92.1M |
| Swiss National Bank | 0.06% | Reduce -0.5% | 1,644,600 | $87.8M |
| AQR Capital Management | 0.13% | Add +54.5% | 1,642,484 | $87.7M |
| UBS Group AG | 0.03% | Reduce -11.7% | 1,632,353 | $87.2M |
| National Bank of Canada | 0.13% | Add +89.4% | 1,534,971 | $80.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -7.9% | 1,497,830 | $80.0M |
| Pictet Asset Management Holding SA | 0.09% | Reduce -9.8% | 1,451,621 | $77.5M |
| Amundi | 0.03% | Reduce -38.9% | 1,464,350 | $77.2M |
| National Pension Service | 0.08% | Add +4.2% | 1,345,443 | $71.9M |
| Jennison Associates LLC | 0.05% | Reduce -1.3% | 1,342,895 | $71.7M |
| LPL Financial LLC | 0.03% | Add +38.0% | 1,271,494 | $67.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +57.9% | 1,270,615 | $67.9M |
| HSBC Holdings PLC | 0.04% | Reduce -49.4% | 1,240,821 | $66.3M |
| Bank of Montreal | 0.02% | Add +47.0% | 1,153,576 | $63.5M |
| Canada Pension Plan Investment Board | 0.06% | Add +14.4% | 1,186,585 | $63.4M |
| Citigroup Inc. | 0.06% | Add +135.2% | 1,161,282 | $62.0M |
| Deutsche Bank AG | 0.03% | Reduce -30.4% | 1,153,340 | $61.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.39% | Add +0.9% | 1,115,494 | $59.6M |
| Raymond James & Associates | 0.04% | Add +83.5% | 1,103,809 | $59.0M |
| CBRE Investment Management Listed Real Assets LLC | 1.08% | Add +108.1% | 1,098,186 | $58.7M |
| Stifel Financial Corp. | 0.06% | Add +370.7% | 1,063,269 | $56.8M |
| Rhumbline Advisers | 0.05% | Reduce -0.4% | 987,971 | $52.8M |
| Brandywine Global Investment Management, LLC | 0.39% | New | 978,415 | $52.3M |
| Prudential Financial Inc. | 0.08% | Reduce -0.6% | 977,330 | $52.2M |
| Worldquant Millennium Advisors LLC | 0.47% | Reduce -0.8% | 965,724 | $51.6M |
| Energy Income Partners, LLC | 1.11% | Reduce -0.9% | 932,317 | $49.8M |
| Sei Investments Co. | 0.07% | Add +18.9% | 908,388 | $48.5M |
| Los Angeles Capital Management LLC | 0.17% | Add +725.1% | 907,030 | $48.4M |
| ExodusPoint Capital Management, LP | 0.53% | Add +602.8% | 898,413 | $48.0M |
| Regions Financial Corp. | 0.35% | Add +12.6% | 850,253 | $45.4M |
| Allianz Asset Management GmbH | 0.07% | Reduce -16.0% | 836,530 | $44.7M |
| Two Sigma Investments, LP | 0.11% | Add +2396.2% | 808,378 | $43.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +13.2% | 782,659 | $41.8M |
| Voloridge Investment Management, LLC | 0.15% | Add +0.4% | 751,980 | $40.2M |
| Korea Investment CORP | 0.10% | Add +69.2% | 745,037 | $39.8M |
| California State Teachers Retirement System | 0.05% | Reduce -1.1% | 732,274 | $39.1M |
| Alliancebernstein L.P. | 0.01% | Add +7.4% | 724,498 | $38.7M |
| LSP Investment Advisors, LLC | 21.30% | No change | 702,000 | $37.5M |
| Vaughan David Investments LLC | 0.91% | Add +3.7% | 670,041 | $35.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +21.3% | 662,942 | $35.4M |
| State Board of Administration of Florida Retirement System | 0.06% | Reduce -1.4% | 614,156 | $32.8M |
| Lazard Asset Management LLC | 0.04% | Add +16.3% | 605,147 | $32.3M |
| Teilinger Capital Ltd. | 15.27% | Add +53.9% | 600,000 | $32.0M |
| ProShare Advisors LLC | 0.08% | Reduce -9.2% | 584,614 | $31.2M |
| Gabelli Funds LLC | 0.23% | Reduce -2.2% | 548,216 | $29.3M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +5.0% | 546,873 | $29.2M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | Reduce -47.6% | 532,942 | $28.5M |
| Assenagon Asset Management S.A. | 0.07% | Add +25.1% | 526,206 | $28.1M |
| New York State Teachers Retirement System | 0.06% | Reduce -1.4% | 524,720 | $28.0M |
| Old Republic International Corp. | 1.12% | No change | 515,600 | $27.5M |
| APG Asset Management N.V. | 0.05% | Reduce -60.0% | 537,717 | $26.8M |
| Anchor Capital Advisors LLC | 0.73% | Reduce -5.3% | 483,337 | $25.8M |
| Citadel Advisors | 0.02% | Reduce -68.1% | 448,329 | $23.9M |
| Reaves W H & Co. Inc. | 0.79% | No change | 436,276 | $23.3M |
| Brookfield Corp | 0.14% | Add +46.8% | 404,626 | $21.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | — | 395,865 | $21.1M |
| Two Sigma Advisers, LP | 0.05% | Add +2551.0% | 395,000 | $21.1M |
| Treasurer of the State of North Carolina | 0.08% | Add +15.9% | 374,743 | $20.0M |
"% of holder's portfolio" is XEL's weight in each manager's 13F, not the share of Xcel Energy Inc. the manager owns.