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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 931 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2022: $29.7B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2021.

Institutions holding XEL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Parkside Financial Bank & Trust615$45.0K0.01%+70+12.8%Added
Plante Moran Financial Advisors, LLC652$47.0K0.01%−111−14.5%Reduced
Lowe Wealth Advisors, LLC658$47.0K0.02%00.0%Unchanged
Clearstead Advisors, LLC656$47.0K0.00%+2+0.3%Added
Concord Wealth Partners658$47.0K0.01%+5+0.8%Added
Adirondack Trust Co657$47.0K0.02%+577+721.3%Added
Quent Capital, LLC662$48.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC663$48.0K0.01%+653+6,530.0%Added
Piscataqua Savings Bank696$50.0K0.04%−295−29.8%Reduced
Herold Advisors, Inc.695$50.2K0.02%+695New
Emfo, LLC745$54.0K0.05%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)756$55.0K0.00%+756New
NVWM, LLC800$58.0K0.02%00.0%Unchanged
Ten Capital Wealth Advisors, LLC800$58.0K0.02%00.0%Unchanged
Aquatic Capital Management LLC800$58.0K0.09%+800New
Charter Oak Capital Management, LLC812$59.0K0.01%−20−2.4%Reduced
Altshuler Shaham Ltd820$59.0K0.00%+820New
Hoese & Co LLP836$60.0K0.06%00.0%Unchanged
HWG Holdings LP874$63.0K0.03%+58+7.1%Added
BDO Wealth Advisors, LLC888$64.0K0.01%00.0%Unchanged
Ancora Advisors, LLC900$65.0K0.00%−28−3.0%Reduced
Riggs Asset Managment Co. Inc.900$65.0K0.02%00.0%Unchanged
Tower View Investment Management & Research LLC916$66.0K0.04%00.0%Unchanged
Insight Financial Services956$68.0K0.06%00.0%Unchanged
Beaird Harris Wealth Management, LLC964$70.0K0.03%00.0%Unchanged
Monetary Management Group Inc1,000$72.0K0.02%00.0%Unchanged
Addison Advisors LLC995$72.0K0.04%+267+36.7%Added
Laurel Wealth Planning LLC1,000$72.0K0.05%+1,000New
AIA Group Ltd1,005$73.0K0.00%+488+94.4%Added
Carmichael Hill & Associates, Inc.1,030$74.0K0.04%00.0%Unchanged
North Star Investment Management Corp.1,038$75.0K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,041$75.6K0.00%+1,041New
Bartlett & Co. LLC1,041$76.0K0.00%+1,041New
Leelyn Smith, LLC1,080$78.0K0.02%00.0%Unchanged
Winch Advisory Services, LLC1,094$79.0K0.03%+7+0.6%Added
Hexagon Capital Partners LLC1,100$79.0K0.02%00.0%Unchanged
CVA Family Office, LLC1,095$79.0K0.02%+185+20.3%Added
Howe & Rusling Inc1,125$81.0K0.01%−78−6.5%Reduced
Washington Trust Advisors, Inc.1,132$81.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.1,136$82.0K0.02%+16+1.4%Added
Evoke Wealth, LLC1,122$82.0K0.00%+56+5.3%Added
FinTrust Capital Advisors, LLC1,150$82.0K0.02%+381+49.5%Added
Gradient Investments LLC1,152$83.0K0.00%−67−5.5%Reduced
SOA Wealth Advisors, LLC.1,189$85.0K0.02%+3+0.3%Added
Trustcore Financial Services, LLC1,204$87.0K0.01%+112+10.3%Added
Endurance Wealth Management, Inc.1,220$88.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC1,232$89.0K0.00%+1,232New
Lindbrook Capital, LLC1,251$90.0K0.01%+38+3.1%Added
Surevest, LLC1,272$92.0K0.02%00.0%Unchanged
CenterStar Asset Management, LLC–$93.0K0.06%–New
City State Bank1,316$95.0K0.06%00.0%Unchanged
Bedel Financial Consulting, Inc.1,355$98.0K0.03%00.0%Unchanged
Gibson Wealth Advisors LLC1,377$99.0K0.10%+1,048+318.5%Added
RWM Asset Management, LLC1,408$102.0K0.02%+1,408New
Harbor Investment Advisory, LLC1,443$104.0K0.01%+33+2.3%Added
Dividend Assets Capital, LLC1,460$105.0K0.02%00.0%Unchanged
Marquette Asset Management, LLC1,515$109.0K0.03%00.0%Unchanged
Cambridge Trust Co1,539$111.0K0.00%−905−37.0%Reduced
ICICI Prudential Asset Management Co Ltd1,564$113.0K0.02%+235+17.7%Added
Group One Trading, L.P.1,564$113.0K0.00%+1,181+308.4%Added
PSI Advisors, LLC1,585$114.0K0.05%00.0%Unchanged
Pinnacle Bancorp, Inc.1,666$120.0K0.04%00.0%Unchanged
Tradewinds Capital Management, LLC1,711$123.0K0.02%00.0%Unchanged
Stephenson National Bank & Trust1,713$124.0K0.07%00.0%Unchanged
Whittier Trust Co of Nevada Inc1,751$126.0K0.00%+100+6.1%Added
Motco1,761$127.0K0.01%−175−9.0%Reduced
WFA Asset Management Corp1,770$127.7K0.08%00.0%Unchanged
Hanson & Doremus Investment Management1,788$129.0K0.03%−30−1.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,785$129.0K0.08%00.0%Unchanged
First Community Trust NA1,800$130.0K0.12%00.0%Unchanged
Rocky Mountain Advisers, LLC1,833$132.0K0.15%00.0%Unchanged
State of Wyoming1,898$137.0K0.07%+1,898New
Money Concepts Capital Corp1,926$139.0K0.01%+1,926New
Cullen/Frost Bankers, Inc.1,930$140.0K0.00%−112−5.5%Reduced
Cyrus J. Lawrence, LLC2,084$150.0K0.03%+2,084New
Garde Capital, Inc.2,144$155.0K0.02%00.0%Unchanged
Deseret Mutual Benefit Administrators2,316$167.0K0.03%−307−11.7%Reduced
Washington Trust Co2,329$168.0K0.01%−81−3.4%Reduced
Founders Capital Management2,500$169.0K0.11%00.0%Unchanged
Prestige Wealth Management Group LLC2,358$170.0K0.04%+76+3.3%Added
Vestor Capital, LLC2,367$171.0K0.02%−141−5.6%Reduced
Psagot Value Holdings Ltd. / (Israel)2,363$171.0K0.04%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,376$171.0K0.07%+2,376New
Wolff Wiese Magana LLC2,387$172.0K0.12%+3+0.1%Added
Dixon Hughes Goodman Wealth Advisors LLC2,411$174.0K0.05%+333+16.0%Added
MUFG Americas Holdings Corp2,445$176.0K0.00%00.0%Unchanged
DuPont Capital Management Corp2,531$183.0K0.01%−1,286−33.7%Reduced
GHP Investment Advisors, Inc.2,549$184.0K0.01%+2,549New
Clear Street Markets LLC2,558$185.0K0.06%+2,558New
HM Payson & Co2,575$186.0K0.00%00.0%Unchanged
Caldwell Trust Co2,618$188.9K0.02%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.2,707$195.0K0.00%−2,707−50.0%Reduced
Smithfield Trust Co2,760$199.0K0.01%+34+1.2%Added
Keel Point, LLC2,789$201.0K0.03%+2,789New
Rockland Trust Co2,796$202.0K0.01%−397−12.4%Reduced
Confluence Wealth Services, Inc.2,805$202.0K0.07%00.0%Unchanged
SignalPoint Asset Management, LLC2,800$202.0K0.06%+2,800New
Riverview Trust Co2,813$203.0K0.15%+480+20.6%Added
Mayflower Financial Advisors, LLC2,829$204.0K0.03%+2,829New
Nicolet Bankshares Inc2,844$205.0K0.04%+2,844New