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 |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 2,082,636 | $150.3M | 0.06% | +140,765+7.2% | Added |
| Swiss National Bank | 2,333,103 | $168.4M | 0.09% | +286,500+14.0% | Added |
| Franklin Resources Inc | 2,354,647 | $169.9M | 0.07% | −2,646,522−52.9% | Reduced |
| Principal Financial Group Inc | 2,626,084 | $189.5M | 0.12% | −273,448−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,752,951 | $198.7M | 0.06% | +96,715+3.6% | Added |
| Brookfield Asset Management Inc. | 2,810,845 | $202.9M | 0.76% | +2,684,612+2,126.7% | Added |
| Capital Research Global Investors | 3,376,058 | $243.7M | 0.06% | +4820.0% | Added |
| Goldman Sachs Group Inc | 3,895,574 | $281.1M | 0.07% | +165,073+4.4% | Added |
| Invesco Ltd. | 3,961,985 | $285.9M | 0.07% | +4580.0% | Added |
| California Public Employees Retirement System | 4,029,576 | $290.8M | 0.23% | −42,564−1.0% | Reduced |
| Bank of America Corp | 4,108,940 | $296.5M | 0.03% | +1,482,671+56.5% | Added |
| Bank of New York Mellon Corp | 4,116,324 | $297.1M | 0.06% | −26,579−0.6% | Reduced |
| Pictet Asset Management SA | 4,135,660 | $298.5M | 0.34% | −216,722−5.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,826,547 | $348.3M | 0.80% | +115,086+2.4% | Added |
| Nuveen Asset Management, LLC | 5,832,968 | $404.3M | 0.13% | −48,446−0.8% | Reduced |
| Northern Trust Corp | 5,966,409 | $430.6M | 0.08% | +70,602+1.2% | Added |
| Victory Capital Management Inc | 6,380,628 | $461.6M | 0.46% | +1,168,885+22.4% | Added |
| Wells Fargo & Company | 6,437,553 | $464.6M | 0.12% | +519,860+8.8% | Added |
| Ameriprise Financial Inc | 6,507,594 | $469.2M | 0.14% | −195,245−2.9% | Reduced |
| Legal & General Group Plc | 6,585,257 | $475.3M | 0.14% | −135,268−2.0% | Reduced |
| Royal Bank of Canada | 7,862,438 | $567.4M | 0.15% | +895,233+12.8% | Added |
| Magellan Asset Management Ltd | 9,777,324 | $705.6M | 2.73% | −12,674,664−56.5% | Reduced |
| Massachusetts Financial Services Co | 10,055,725 | $725.7M | 0.22% | −166,362−1.6% | Reduced |
| Geode Capital Management, LLC | 11,042,160 | $795.1M | 0.10% | +420,788+4.0% | Added |
| Aristotle Capital Management, LLC | 17,120,521 | $1.24B | 2.25% | +17,120,521 | New |
| Price T Rowe Associates Inc | 22,689,081 | $1.64B | 0.17% | +4,117,064+22.2% | Added |
| State Street Corp | 29,779,102 | $2.16B | 0.11% | +2,169,201+7.9% | Added |
| JPMorgan Chase & Co | 30,240,516 | $2.18B | 0.28% | −1,143,542−3.6% | Reduced |
| BlackRock Inc. | 46,215,607 | $3.34B | 0.09% | −7,974,758−14.7% | Reduced |
| Vanguard Group Inc | 50,043,375 | $3.61B | 0.09% | +1,263,127+2.6% | Added |
| Sofos Investments, Inc. | 432 | – | – | +24+5.9% | Added |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −103,167−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −102,893−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −41,864−100.0% | Sold out |
| Investors Financial Group, LLC | 0 | $0 | 0.00% | −31,425−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −29,903−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −29,133−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −26,347−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −24,436−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,519−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,856−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,804−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −13,038−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,903−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −7,923−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −7,854−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,862−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,765−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −5,773−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Tandem Investment Advisors, Inc. | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −3,920−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −3,684−100.0% | Sold out |
| LPWM LLC | 0 | $0 | 0.00% | −3,663−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,178−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Covington Capital Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Elmwood Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −162−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cassady Schiller Wealth Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| MD Financial Management Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Mosaic Family Wealth, LLC | – | – | – | – | Not filed |