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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
Rollins Financial2,875$207.0K0.06%+2,875New
Trust Co2,882$208.0K0.04%00.0%Unchanged
Capital Investment Advisory Services, LLC2,895$209.0K0.02%+2,895New
Cranbrook Wealth Management, LLC2,905$210.0K0.05%00.0%Unchanged
9258 Wealth Management, LLC2,912$210.0K0.05%+2,912New
Intrua Financial, LLC2,918$211.0K0.04%+2,918New
Baldwin Investment Management, LLC2,935$212.0K0.06%−165−5.3%Reduced
LBMC Investment Advisors, LLC2,949$213.0K0.02%+2,949New
Ellenbecker Investment Group2,980$215.0K0.06%+6+0.2%Added
Sunbelt Securities, Inc.3,007$217.0K0.04%00.0%Unchanged
LifePro Asset Management3,035$219.0K0.08%+57+1.9%Added
Machina Capital S.A.S.3,055$220.0K0.48%−1,845−37.7%Reduced
IHT Wealth Management, LLC3,043$220.0K0.02%−212−6.5%Reduced
Hightower 6M Holding, LLC3,052$220.0K0.02%+3,052New
Avidian Wealth Solutions, LLC3,066$221.0K0.01%+61+2.0%Added
Wilbanks Smith & Thomas Asset Management LLC3,073$222.0K0.01%−1,490−32.7%Reduced
First Manhattan Co3,100$223.0K0.00%−14−0.4%Reduced
Manchester Capital Management LLC3,088$223.0K0.03%+954+44.7%Added
Ledge Wealth Management, Inc.3,083$223.0K0.14%+3,083New
Atria Wealth Solutions, Inc.3,087$224.0K0.00%+3,087New
Quadrant Capital Group LLC3,142$226.0K0.03%+18+0.6%Added
Valmark Advisers, Inc.3,128$226.0K0.00%+3,128New
Windsor Capital Management, LLC3,149$227.0K0.07%+16+0.5%Added
Cornerstone Wealth Management, LLC3,142$227.0K0.02%+9+0.3%Added
Sound View Wealth Advisors Group, LLC3,172$229.0K0.04%+7+0.2%Added
Lockerman Financial Group, Inc.3,180$230.0K0.62%00.0%Unchanged
Busey Wealth Management3,201$231.0K0.01%−114−3.4%Reduced
Perpetual Investment Management Ltd3,200$231.0K0.03%00.0%Unchanged
Zions Bancorporation, N.A.3,197$231.0K0.02%+186+6.2%Added
Brookstone Capital Management3,151$234.0K0.00%−506−13.8%Reduced
McClarren Financial Advisors, Inc.3,266$235.0K0.17%+21+0.6%Added
Doyle Wealth Management3,267$236.0K0.02%−400−10.9%Reduced
Kovack Advisors, Inc.3,283$236.0K0.02%+3,283New
LWM Advisory Services, LLC3,294$238.0K0.30%+3,294New
Donaldson Capital Management, LLC3,309$239.0K0.01%−30−0.9%Reduced
Fairfield, Bush & Co.3,305$239.0K0.12%00.0%Unchanged
Jones Financial Companies LLLP3,306$239.0K0.00%+321+10.8%Added
Meristem Family Wealth, LLC3,324$240.0K0.03%−82−2.4%Reduced
Institutional & Family Asset Management, LLC3,328$240.0K0.04%+18+0.5%Added
Peapack Gladstone Financial Corp3,346$241.0K0.00%−161−4.6%Reduced
GW Henssler & Associates Ltd3,362$243.0K0.01%−632−15.8%Reduced
Boston Partners3,369$243.0K0.00%+3,369New
Peoples Financial Services Corp.3,400$245.0K0.11%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC3,386$245.0K0.02%+70+2.1%Added
Zeke Capital Advisors, LLC3,393$245.0K0.01%+3,393New
Financial Perspectives, Inc3,411$246.2K0.11%−137−3.9%Reduced
Moneta Group Investment Advisors LLC3,478$251.0K0.01%−422−10.8%Reduced
Lincoln National Corp3,467$251.0K0.01%+149+4.5%Added
Tealwood Asset Management Inc3,496$252.0K0.11%00.0%Unchanged
Level Four Advisory Services, LLC3,495$252.0K0.02%+176+5.3%Added
Thompson Investment Management, Inc.3,499$253.0K0.04%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP3,501$253.0K0.02%00.0%Unchanged
Segment Wealth Management, LLC3,499$253.0K0.03%00.0%Unchanged
Orgel Wealth Management, LLC3,507$253.0K0.02%00.0%Unchanged
LCM Capital Management Inc3,521$254.0K0.20%+44+1.3%Added
Lifeworks Advisors, LLC3,537$255.0K0.17%+300+9.3%Added
Transform Wealth, LLC3,547$256.0K0.03%00.0%Unchanged
Austin Private Wealth, LLC3,559$257.0K0.05%00.0%Unchanged
CoreFirst Bank & Trust3,559$257.0K0.18%00.0%Unchanged
Versant Capital Management, Inc3,669$265.0K0.08%+2,699+278.2%Added
Cypress Capital Management LLC3,700$267.0K0.03%00.0%Unchanged
Ballentine Partners, LLC3,748$271.0K0.01%+111+3.1%Added
Belpointe Asset Management LLC3,766$272.0K0.02%−58−1.5%Reduced
Bank of Hawaii3,765$272.0K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC3,775$272.0K0.01%+304+8.8%Added
Chilton Capital Management LLC3,770$272.0K0.01%+530+16.4%Added
RFG Advisory, LLC3,792$274.0K0.02%−12−0.3%Reduced
Riverbridge Partners LLC3,810$275.0K0.00%00.0%Unchanged
Lake Street Financial LLC3,835$277.0K0.05%+124+3.3%Added
Accel Wealth Management3,815$278.0K0.14%+17+0.4%Added
Strategy Asset Managers LLC3,866$279.0K0.06%+3,866New
Woodmont Investment Counsel LLC3,875$280.0K0.03%−250−6.1%Reduced
Aureus Asset Management, LLC3,945$285.0K0.02%+50+1.3%Added
Triumph Capital Management3,974$287.0K0.12%−14,794−78.8%Reduced
Principle Wealth Partners LLC3,980$287.0K0.03%00.0%Unchanged
Williams Jones Wealth Management, LLC.3,975$287.0K0.00%00.0%Unchanged
Old Second National Bank of Aurora3,979$287.0K0.07%00.0%Unchanged
Ballast Advisors LLC3,973$287.0K0.11%+359+9.9%Added
Gyon Technologies Capital Management, LP3,971$287.0K0.20%+3,971New
Strategic Advisors LLC4,000$288.0K0.05%−568−12.4%Reduced
CRA Financial Services, LLC3,984$288.0K0.09%00.0%Unchanged
Private Capital Management LLC3,989$288.0K0.09%+535+15.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,000$288.7K0.00%−18,415−82.2%Reduced
McKinley Carter Wealth Services, Inc.4,009$289.0K0.02%−212−5.0%Reduced
Stock Yards Bank & Trust Co4,003$289.0K0.02%00.0%Unchanged
Affinity Investment Advisors, LLC4,000$289.0K0.12%00.0%Unchanged
Ramsay, Stattman, Vela & Price, Inc.4,033$291.0K0.06%−540−11.8%Reduced
JNBA Financial Advisors4,074$294.0K0.04%−164−3.9%Reduced
Wade G W & Inc4,093$295.0K0.01%+5+0.1%Added
Scissortail Wealth Management, LLC3,849$296.0K0.15%+3,849New
Chesley Taft & Associates LLC4,004$299.0K0.02%00.0%Unchanged
Sentry Investment Management LLC4,170$301.0K0.10%−1,251−23.1%Reduced
Acadian Asset Management LLC4,200$302.0K0.00%+4,200New
Avestar Capital, LLC4,166$303.0K0.06%−8−0.2%Reduced
North Star Asset Management Inc4,243$306.0K0.02%−159−3.6%Reduced
USAdvisors Wealth Management, LLC4,244$306.0K0.13%−70−1.6%Reduced
Moody National Bank Trust Division4,242$306.0K0.01%00.0%Unchanged
NovaPoint Capital, LLC4,259$307.0K0.11%+35+0.8%Added
TCI Wealth Advisors, Inc.4,274$309.0K0.05%+5+0.1%Added
First Business Financial Services, Inc.4,291$310.0K0.03%00.0%Unchanged