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, Q1 2022
Institutional positions in Xcel Energy Inc as of Mar 31, 2022. 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
- 931
- +34 vs. Q4 2021
- Shares held
- 412.6M
- +3.89M (+1.0%) vs. Q4 2021
- Total value
- $29.7B
- +$2.06B (+7.4%) vs. Q4 2021
- New holders
- 99
- 373 more added
- Sold out
- 65
- 280 more reduced
15 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Avengers, Inc. | 1 | $0 | 0.00% | −110−99.1% | Reduced |
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $577 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $1.00K | 0.00% | −47−70.1% | Reduced |
| Column Capital Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 17 | $1.00K | 0.00% | +17 | New |
| CFS Investment Advisory Services, LLC | 47,199 | $1.00K | 0.00% | +47,199 | New |
| Curi Capital | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 24 | $2.00K | 0.00% | +24 | New |
| Providence Capital Advisors, LLC | 27 | $2.00K | 0.00% | +27 | New |
| CNB Bank | 32 | $2.00K | 0.00% | +32 | New |
| Disciplined Investments, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Beacon Capital Management, LLC | 32 | $2.00K | 0.00% | +32 | New |
| First Financial Corp | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 37 | $3.00K | 0.00% | +11+42.3% | Added |
| Fortitude Advisory Group L.L.C. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 39 | $3.00K | 0.00% | +39 | New |
| Focused Wealth Management, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 56 | $4.00K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 57 | $4.11K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 66 | $5.00K | 0.00% | −1,526−95.9% | Reduced |
| West Paces Advisors Inc. | 77 | $5.56K | 0.00% | +24+45.3% | Added |
| Tarbox Family Office, Inc. | 83 | $6.00K | 0.00% | −32−27.8% | Reduced |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 81 | $6.00K | 0.00% | +81 | New |
| Paloma Partners Management Co | 100 | $7.00K | 0.00% | −67,199−99.9% | Reduced |
| Siena Capital LLC | 102 | $7.00K | 0.00% | +102 | New |
| Clearview Wealth Advisors LLC | 110 | $8.00K | 0.01% | −148−57.4% | Reduced |
| Cribstone Capital Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 115 | $8.00K | 0.00% | +86+296.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 126 | $9.00K | 0.01% | +1+0.8% | Added |
| Pittenger & Anderson Inc | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 120 | $9.00K | 0.00% | +1+0.8% | Added |
| Carolinas Wealth Consulting LLC | 118 | $9.00K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 118 | $9.00K | 0.00% | +14+13.5% | Added |
| Brown Brothers Harriman & Co | 158 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 164 | $12.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 172 | $12.0K | 0.00% | +172 | New |
| Kelly Financial Services LLC | 170 | $12.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 175 | $13.0K | 0.00% | +60+52.2% | Added |
| Seldon Capital LP | 195 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 190 | $14.0K | 0.01% | +37+24.2% | Added |
| Stuart Chaussee & Associates, Inc. | 202 | $15.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 206 | $15.0K | 0.01% | +136+194.3% | Added |
| Atticus Wealth Management, LLC | 230 | $17.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 250 | $18.0K | 0.00% | −100−28.6% | Reduced |
| Princeton Global Asset Management LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 269 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 267 | $19.0K | 0.00% | +222+493.3% | Added |
| Bank of New Hampshire | 260 | $19.0K | 0.00% | +260 | New |
| JJJ Advisors Inc. | 295 | $21.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 299 | $21.0K | 0.00% | +299 | New |
| First Command Bank | 300 | $22.0K | 0.00% | −1,187−79.8% | Reduced |
| Duncker Streett & Co Inc | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 300 | $22.0K | 0.00% | +300 | New |
| DB Wealth Management Group, LLC | 304 | $22.0K | 0.01% | +304 | New |
| Brown, Lisle/Cummings, Inc. | 310 | $22.4K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 311 | $22.4K | 0.01% | +21+7.2% | Added |
| Webster Bank, N. A. | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $23.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 314 | $23.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 320 | $23.0K | 0.00% | +320 | New |
| Earnest Partners LLC | 327 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 329 | $24.0K | 0.00% | +89+37.1% | Added |
| Country Trust Bank | 350 | $25.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $25.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $25.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 342 | $25.0K | 0.00% | +246+256.3% | Added |
| Pin Oak Investment Advisors Inc | 353 | $25.0K | 0.03% | +353 | New |
| Covestor Ltd | 353 | $26.0K | 0.02% | −104−22.8% | Reduced |
| Catalyst Capital Advisors LLC | 372 | $27.0K | 0.00% | +74+24.8% | Added |
| Hudock, Inc. | 400 | $28.0K | 0.01% | −400−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 400 | $28.9K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 408 | $29.0K | 0.02% | +21+5.4% | Added |
| Johnson Financial Group, Inc. | 425 | $31.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 429 | $31.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 439 | $32.0K | 0.03% | +425+3,035.7% | Added |
| Ulland Investment Advisors, LLC | 470 | $34.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 492 | $35.0K | 0.01% | −145−22.8% | Reduced |
| Westside Investment Management, Inc. | 492 | $35.0K | 0.00% | +426+645.5% | Added |
| Creative Financial Designs Inc | 518 | $37.0K | 0.01% | +2+0.4% | Added |
| Gs Investments, Inc. | 504 | $37.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 532 | $38.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 533 | $38.0K | 0.00% | +9+1.7% | Added |
| Glassman Wealth Services | 524 | $38.0K | 0.01% | +17+3.4% | Added |
| West Branch Capital LLC | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 562 | $41.0K | 0.04% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 567 | $41.0K | 0.01% | +239+72.9% | Added |
| Strengthening Families & Communities, LLC | 606 | $44.0K | 0.03% | +4+0.7% | Added |
| Lumature Wealth Partners, LLC | 612 | $44.0K | 0.02% | +205+50.4% | Added |
| Pflug Koory, LLC | 620 | $45.0K | 0.02% | +4+0.6% | Added |