Xcel EnergyXEL

13F holders, Q4 2024 (December 31)
1,113holders +82
90new positions
68sold out
6famous investors
$67.45avg. 13F price*

At the end of Q4 2024, 1,113 institutions reported holding Xcel Energy Inc. (XEL) in their 13F filings, up 82 from Q3 2024. 90 opened new positions and 68 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.2B) and State Street Corp. ($2.5B). 6 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions90$530.5M
Exits68$165.7M

All 13F filers, Q3 2024 → Q4 2024: 53,474,719 shares bought and 24,804,791 shares sold, net +28,669,928 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,113 holders

Vanguard Group Inc. 0.09% Add +1.3% 73,831,988 $5.0B
BlackRock, Inc. 0.07% Add +3.8% 47,838,797 $3.2B
State Street Corp. 0.10% Reduce -1.5% 36,592,959 $2.5B
Bank of America Corp. 0.13% Add +43.9% 20,762,745 $1.4B
T. Rowe Price Associates Inc. 0.15% Reduce -3.8% 19,700,788 $1.3B
JPMorgan Chase & Co. 0.10% Add +5.6% 19,291,149 $1.3B
Massachusetts Financial Services Co. 0.38% Add +15.9% 17,613,239 $1.2B
Geode Capital Management, LLC 0.08% Add +4.2% 15,178,956 $1.0B
Aristotle Capital Management, LLC 1.75% Reduce -1.6% 13,482,046 $910.3M
Goldman Sachs Group Inc. 0.10% Add +25.6% 7,730,670 $522.0M
Morgan Stanley 0.03% Add +4.6% 7,286,555 $492.0M
FMR LLC 0.03% Add +118.3% 6,608,044 $446.2M
Barrow Hanley Mewhinney & Strauss LLC 1.51% Add +19.9% 6,573,894 $443.9M
Invesco Ltd. 0.07% Add +9.7% 5,678,448 $383.4M
Northern Trust Corp. 0.05% Add +11.1% 5,639,107 $380.8M
Franklin Resources Inc. 0.10% Add +11.3% 5,436,205 $367.1M
Victory Capital Management Inc. 0.34% Reduce -7.2% 5,095,929 $344.1M
Legal & General Group Plc 0.09% Reduce -1.2% 5,039,638 $340.3M
Pictet Asset Management Holding SA 0.36% Add +236.7% 4,878,279 $329.4M
Newport Trust Company, LLC 0.67% New 4,103,736 $277.1M
Janus Henderson Group PLC 0.14% Add +379.3% 4,022,085 $271.6M
Bank of New York Mellon Corp 0.05% Add +0.3% 3,777,002 $255.0M
Zimmer Partners, LP 4.29% Add +1625.7% 3,667,200 $247.6M
Charles Schwab Investment Management Inc. 0.05% Add +6.1% 3,625,848 $244.8M
Mitsubishi UFJ Trust & Banking Corp 0.56% Reduce -6.3% 3,512,180 $237.2M
Capital Research Global Investors 0.05% Add +0.1% 3,390,043 $228.9M
Nordea Investment Management AB 0.23% Reduce -6.5% 3,286,067 $222.3M
Royal Bank of Canada 0.05% Add +10.1% 3,225,852 $217.8M
American Century Companies Inc. 0.12% Reduce -16.3% 3,161,673 $213.5M
Brookfield Corp 1.15% Add +11.7% 2,802,467 $189.2M
California Public Employees Retirement System 0.12% Reduce -5.4% 2,615,400 $176.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +12.0% 2,514,571 $169.8M
Federated Hermes, Inc. 0.37% Reduce -4.7% 2,479,091 $167.4M
Principal Financial Group Inc. 0.09% Reduce -1.5% 2,475,912 $167.2M
Magellan Asset Management Ltd 1.78% Reduce -36.0% 2,400,124 $162.1M
Barclays PLC 0.08% Add +84.7% 2,332,000 $157.5M
Ameriprise Financial Inc. 0.04% Reduce -0.1% 2,294,909 $155.0M
AQR Capital Management 0.20% Reduce -28.1% 2,285,146 $154.3M
UBS Group AG 0.03% Reduce -0.7% 2,206,921 $149.0M
Nuveen Asset Management, LLC 0.04% Reduce -4.5% 2,085,941 $140.8M
Duff & Phelps Investment Management Co. 1.60% No change 1,976,451 $133.4M
Russell Investments Group, Ltd. 0.18% Reduce -4.5% 1,958,134 $132.2M
First Trust Advisors LP 0.12% Reduce -8.7% 1,956,586 $132.1M
Millennium Management 0.12% Add +85.1% 1,931,357 $130.4M
Dimensional Fund Advisors LP 0.03% Add +4.4% 1,916,787 $129.4M
Point72 Asset Management 0.35% Add +187.0% 1,829,425 $123.5M
Wells Fargo & Company 0.03% Reduce -70.8% 1,792,486 $121.0M
Jennison Associates LLC 0.07% Reduce -0.9% 1,670,260 $112.8M
ExodusPoint Capital Management, LP 1.16% Add +12.7% 1,656,325 $111.8M
Macquarie Group Ltd. 0.13% Add +17.2% 1,982,842 $110.8M
Swiss National Bank 0.07% Reduce -4.5% 1,574,900 $106.3M
BNP Paribas Financial Markets 0.08% Add +53.7% 1,544,114 $104.3M
Reaves W H & Co. Inc. 2.59% Add +440.2% 1,455,927 $98.3M
Sumitomo Mitsui Trust Group, Inc. 0.07% Add +0.4% 1,452,157 $98.0M
LPL Financial LLC 0.04% Add +7.7% 1,384,768 $93.5M
Deutsche Bank AG 0.04% Reduce -42.8% 1,339,516 $90.4M
Envestnet Asset Management Inc. 0.03% Add +1.8% 1,321,633 $89.2M
HSBC Holdings PLC 0.05% Add +6.7% 1,311,697 $88.6M
Verition Fund Management LLC 0.45% Add +712.8% 1,284,227 $86.7M
Stifel Financial Corp. 0.09% Reduce -0.9% 1,254,428 $84.7M
National Bank of Canada 0.11% Add +0.5% 1,242,557 $83.9M
Raymond James Financial Inc. 0.03% — 1,238,935 $83.7M
Sei Investments Co. 0.11% Add +1.9% 1,225,361 $82.7M
Brandywine Global Investment Management, LLC 0.56% Reduce -11.6% 1,131,567 $76.4M
CBRE Investment Management Listed Real Assets LLC 1.31% Reduce -23.0% 1,092,519 $73.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.46% Add +2.9% 1,088,936 $73.5M
Canada Pension Plan Investment Board 0.07% Reduce -15.2% 1,048,812 $70.8M
Energy Income Partners, LLC 1.41% Add +28.0% 1,015,782 $68.6M
Burkehill Global Management, LP 6.42% — 1,000,000 $67.5M
Yaupon Capital Management LP 4.27% New 1,000,000 $67.5M
Electron Capital Partners, LLC 3.87% Add +22.6% 992,120 $67.0M
Rhumbline Advisers 0.06% Add +1.2% 976,144 $65.9M
Regions Financial Corp. 0.48% Add +14.3% 973,935 $65.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +12.6% 955,871 $63.7M
Two Sigma Investments, LP 0.15% Add +78.4% 909,412 $61.4M
Bank of Montreal 0.03% Reduce -5.5% 878,657 $59.3M
Allianz Asset Management GmbH 0.09% Reduce -35.1% 877,784 $59.3M
ProShare Advisors LLC 0.12% Reduce -38.7% 762,786 $51.5M
Healthcare of Ontario Pension Plan Trust Fund 0.11% Add +590.0% 731,213 $49.4M
Alliancebernstein L.P. 0.02% Reduce -0.3% 714,839 $48.3M
Citigroup Inc. 0.05% Reduce -14.8% 710,067 $47.9M
Amundi 0.02% Reduce -62.2% 720,485 $47.8M
LSP Investment Advisors, LLC 33.08% No change 702,000 $47.4M
Vaughan David Investments LLC 1.10% Add +1.2% 688,464 $46.5M
Cohen & Steers, Inc. 0.09% New 685,700 $46.3M
California State Teachers Retirement System 0.05% Reduce -3.8% 664,537 $44.9M
HITE Hedge Asset Management LLC 3.26% Add +107.1% 656,797 $44.3M
Two Sigma Advisers, LP 0.10% Add +140.0% 638,100 $43.1M
National Pension Service 0.04% Reduce -55.0% 617,660 $41.7M
Aventail Capital Group, LP 2.01% New 569,515 $38.5M
Aware Super Pty Ltd as trustee of Aware Super 0.61% — 565,951 $38.2M
State Board of Administration of Florida Retirement System 0.07% Reduce -5.3% 565,912 $38.2M
Manufacturers Life Insurance Company, The 0.03% Add +0.5% 561,605 $37.9M
Gabelli Funds LLC 0.28% Reduce -0.4% 542,416 $36.6M
Hudson Bay Capital Management LP 0.26% Add +45.8% 540,138 $36.5M
Adage Capital Partners Gp, L.L.C. 0.06% Add +2.1% 536,542 $36.2M
Old Republic International Corp. 1.37% No change 515,600 $34.8M
Citadel Advisors 0.03% Add +47648700.0% 476,488 $32.2M
Korea Investment CORP 0.08% Reduce -23.9% 472,745 $31.9M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.06% Add +11.5% 438,059 $29.6M

"% 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 1,113 holders