Xcel EnergyXEL
13F holders, Q3 2024 (September 30)1,031holders +59
132new positions
72sold out
7famous investors
$65.31avg. 13F price*
At the end of Q3 2024, 1,031 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 59 from Q2 2024. 132 opened new positions and 72 sold out. The largest holders were Vanguard Group Inc. ($4.8B), BlackRock, Inc. ($3.0B) and State Street Corp. ($2.4B). 7 famous investors held it, including Cliff Asness (0.3% of AQR Capital Management's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Israel Englander (0.1% of Millennium 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 132 | $641.8M |
| Exits | 72 | $173.4M |
All 13F filers, Q2 2024 → Q3 2024: 48,369,474 shares bought and 29,228,713 shares sold, net +19,140,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,031 holders
| Vanguard Group Inc. | 0.09% | Add +0.9% | 72,878,986 | $4.8B |
| BlackRock, Inc. | 0.06% | — | 46,096,769 | $3.0B |
| State Street Corp. | 0.10% | Add +6.7% | 37,143,025 | $2.4B |
| T. Rowe Price Associates Inc. | 0.15% | Add +60.1% | 20,473,532 | $1.3B |
| JPMorgan Chase & Co. | 0.10% | Reduce -8.9% | 18,268,955 | $1.2B |
| Massachusetts Financial Services Co. | 0.30% | Add +6.2% | 15,190,756 | $992.0M |
| Geode Capital Management, LLC | 0.08% | Add +1.8% | 14,562,103 | $952.1M |
| Bank of America Corp. | 0.08% | Add +147.7% | 14,426,565 | $942.1M |
| Aristotle Capital Management, LLC | 1.63% | Add +0.0% | 13,695,233 | $894.3M |
| Morgan Stanley | 0.03% | Reduce -7.2% | 6,963,493 | $454.7M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -3.5% | 6,154,853 | $401.9M |
| Wells Fargo & Company | 0.10% | Reduce -3.5% | 6,143,453 | $401.2M |
| Victory Capital Management Inc. | 0.35% | Reduce -27.7% | 5,488,784 | $358.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.17% | New | 5,483,686 | $358.1M |
| Invesco Ltd. | 0.07% | Add +3.5% | 5,174,305 | $337.9M |
| Legal & General Group Plc | 0.09% | Reduce -2.9% | 5,102,983 | $333.2M |
| Northern Trust Corp. | 0.05% | Reduce -4.8% | 5,077,629 | $331.6M |
| Franklin Resources Inc. | 0.09% | Reduce -1.6% | 4,884,735 | $307.8M |
| American Century Companies Inc. | 0.14% | Add +81.2% | 3,776,609 | $246.6M |
| Bank of New York Mellon Corp | 0.05% | Reduce -0.3% | 3,765,473 | $245.9M |
| Magellan Asset Management Ltd | 2.44% | Add +8.6% | 3,753,409 | $245.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.56% | Add +8.5% | 3,750,107 | $244.9M |
| Nordea Investment Management AB | 0.26% | Add +5.0% | 3,513,617 | $228.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +2.0% | 3,417,615 | $223.2M |
| Capital Research Global Investors | 0.05% | Add +0.1% | 3,384,975 | $221.0M |
| AQR Capital Management | 0.29% | Add +93.6% | 3,180,081 | $206.5M |
| FMR LLC | 0.01% | Reduce -14.4% | 3,026,608 | $197.6M |
| Royal Bank of Canada | 0.04% | Add +8.4% | 2,929,385 | $191.3M |
| California Public Employees Retirement System | 0.13% | Reduce -4.6% | 2,765,190 | $180.6M |
| Federated Hermes, Inc. | 0.37% | Add +9.3% | 2,601,115 | $169.9M |
| Principal Financial Group Inc. | 0.09% | Reduce -0.9% | 2,512,582 | $164.1M |
| Brookfield Corp | 0.93% | Add +520.1% | 2,509,031 | $163.8M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -9.1% | 2,184,807 | $154.6M |
| Deutsche Bank AG | 0.06% | Add +103.1% | 2,342,243 | $152.9M |
| Ameriprise Financial Inc. | 0.04% | Add +30.8% | 2,296,225 | $150.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -15.9% | 2,244,375 | $146.6M |
| UBS Group AG | 0.04% | Add +36.1% | 2,222,490 | $145.1M |
| First Trust Advisors LP | 0.13% | Reduce -9.3% | 2,141,790 | $139.9M |
| Russell Investments Group, Ltd. | 0.19% | Add +5.4% | 2,050,706 | $133.9M |
| Duff & Phelps Investment Management Co. | 1.48% | No change | 1,976,451 | $129.1M |
| Amundi | 0.04% | Add +30.1% | 1,905,867 | $119.9M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.0% | 1,836,043 | $119.9M |
| Prudential Financial Inc. | 0.16% | Add +74.4% | 1,704,481 | $111.3M |
| Macquarie Group Ltd. | 0.12% | Reduce -3.4% | 1,691,347 | $110.4M |
| Jennison Associates LLC | 0.07% | Add +25.5% | 1,685,487 | $110.1M |
| Swiss National Bank | 0.07% | Add +0.3% | 1,649,100 | $107.7M |
| ExodusPoint Capital Management, LP | 0.99% | Add +63.6% | 1,469,978 | $96.0M |
| Pictet Asset Management Holding SA | 0.10% | Reduce -0.2% | 1,448,926 | $94.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -3.4% | 1,446,340 | $94.4M |
| CBRE Investment Management Listed Real Assets LLC | 1.48% | Add +29.3% | 1,419,661 | $92.7M |
| National Pension Service | 0.09% | Add +1.9% | 1,371,098 | $89.5M |
| Allianz Asset Management GmbH | 0.14% | Add +61.7% | 1,352,424 | $88.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.2% | 1,298,292 | $84.8M |
| LPL Financial LLC | 0.04% | Add +1.1% | 1,285,379 | $83.9M |
| Stifel Financial Corp. | 0.09% | Add +19.0% | 1,265,658 | $82.6M |
| Barclays PLC | 0.04% | Reduce -26.8% | 1,262,786 | $82.5M |
| ProShare Advisors LLC | 0.20% | Add +112.8% | 1,244,080 | $81.2M |
| National Bank of Canada | 0.11% | Reduce -19.4% | 1,236,933 | $80.8M |
| Canada Pension Plan Investment Board | 0.08% | Add +4.2% | 1,236,683 | $80.8M |
| Brandywine Global Investment Management, LLC | 0.54% | Add +30.8% | 1,279,421 | $80.6M |
| HSBC Holdings PLC | 0.05% | Reduce -1.0% | 1,228,907 | $80.2M |
| Sei Investments Co. | 0.10% | Add +32.4% | 1,202,937 | $78.6M |
| Raymond James & Associates | 0.04% | Reduce -2.3% | 1,078,988 | $70.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.44% | Reduce -5.1% | 1,058,303 | $69.1M |
| Millennium Management | 0.06% | Reduce -75.7% | 1,043,352 | $68.1M |
| Worldquant Millennium Advisors LLC | 0.49% | Add +7.0% | 1,033,255 | $67.5M |
| BNP Paribas Financial Markets | 0.06% | Reduce -42.2% | 1,004,714 | $65.6M |
| Merewether Investment Management, LP | 2.96% | New | 984,700 | $64.3M |
| Rhumbline Advisers | 0.06% | Reduce -2.3% | 964,845 | $63.0M |
| Bank of Montreal | 0.03% | Reduce -19.4% | 929,569 | $60.0M |
| Qube Research & Technologies Ltd | 0.10% | Reduce -66.4% | 866,407 | $56.6M |
| Regions Financial Corp. | 0.40% | Add +0.3% | 852,409 | $55.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +8.5% | 848,993 | $55.4M |
| Assenagon Asset Management S.A. | 0.11% | Add +60.4% | 844,144 | $55.1M |
| Janus Henderson Group PLC | 0.03% | Add +1265.6% | 839,146 | $54.8M |
| Citigroup Inc. | 0.05% | Reduce -28.3% | 833,007 | $54.4M |
| Electron Capital Partners, LLC | 2.54% | New | 809,362 | $52.9M |
| Energy Income Partners, LLC | 1.11% | Reduce -14.9% | 793,626 | $51.8M |
| Alliancebernstein L.P. | 0.02% | Reduce -1.0% | 716,939 | $46.8M |
| LSP Investment Advisors, LLC | 24.69% | No change | 702,000 | $45.8M |
| California State Teachers Retirement System | 0.05% | Reduce -5.6% | 691,029 | $45.1M |
| Vaughan David Investments LLC | 1.02% | Add +1.5% | 680,230 | $44.4M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -1.2% | 654,943 | $42.8M |
| Point72 Asset Management | 0.15% | New | 637,376 | $41.6M |
| Korea Investment CORP | 0.10% | Reduce -16.6% | 621,171 | $40.6M |
| State Board of Administration of Florida Retirement System | 0.07% | Reduce -2.7% | 597,526 | $39.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +2.2% | 558,848 | $36.5M |
| Gabelli Funds LLC | 0.26% | Reduce -0.7% | 544,416 | $35.6M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Reduce -1.4% | 525,542 | $34.3M |
| Old Republic International Corp. | 1.26% | No change | 515,600 | $33.7M |
| Two Sigma Investments, LP | 0.08% | Reduce -37.0% | 509,721 | $33.3M |
| New York State Teachers Retirement System | 0.07% | Reduce -5.8% | 494,060 | $32.3M |
| Anchor Capital Advisors LLC | 0.81% | Reduce -3.2% | 467,740 | $30.5M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Reduce -0.8% | 392,870 | $25.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +11.6% | 386,662 | $25.2M |
| Treasurer of the State of North Carolina | 0.10% | Add +0.4% | 376,325 | $24.6M |
| Hudson Bay Capital Management LP | 0.19% | New | 370,582 | $24.2M |
| Mairs & Power Inc. | 0.23% | Add +2.8% | 369,970 | $24.2M |
| State of Wisconsin Investment Board | 0.06% | Add +16.1% | 367,521 | $24.0M |
| Lazard Asset Management LLC | 0.03% | Reduce -40.5% | 360,275 | $23.5M |
"% of holder's portfolio" is XEL's weight in each manager's 13F, not the share of Xcel Energy Inc. the manager owns.