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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 4,349 | $313.0K | 0.04% | +404+10.2% | Added |
| First Horizon Advisors, Inc. | 4,357 | $314.0K | 0.02% | −70−1.6% | Reduced |
| Synovus Financial Corp | 4,351 | $315.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,370 | $315.0K | 0.02% | +1,005+29.9% | Added |
| Gilman Hill Asset Management, LLC | 4,400 | $318.0K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,411 | $318.0K | 0.01% | +22+0.5% | Added |
| Soltis Investment Advisors LLC | 4,401 | $318.0K | 0.04% | +27+0.6% | Added |
| Sandy Spring Bank | 4,418 | $319.0K | 0.02% | +6+0.1% | Added |
| Smith Anglin Financial, LLC | 4,434 | $320.0K | 0.07% | +147+3.4% | Added |
| Leverty Financial Group, LLC | 4,437 | $320.0K | 0.25% | +4,196+1,741.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $321.0K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,483 | $323.0K | 0.00% | −335−7.0% | Reduced |
| Planning Center, Inc. | 4,479 | $323.0K | 0.93% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,478 | $323.0K | 0.00% | +433+10.7% | Added |
| Brown Advisory Inc | 4,483 | $323.0K | 0.00% | +1,317+41.6% | Added |
| South State Corp. | 4,488 | $324.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,558 | $328.0K | 0.02% | +34+0.8% | Added |
| Fort Washington Investment Advisors Inc | 4,550 | $328.0K | 0.00% | +4,550 | New |
| Fund Management at Engine No. 1 LLC | 4,559 | $329.0K | 0.08% | +4,559 | New |
| Destination Wealth Management | 4,571 | $330.0K | 0.01% | +13+0.3% | Added |
| CWA Asset Management Group, LLC | 4,579 | $330.0K | 0.03% | +83+1.8% | Added |
| Oppenheimer Asset Management Inc. | 4,607 | $333.0K | 0.00% | +95+2.1% | Added |
| Personal Cfo Solutions, LLC | 4,630 | $334.0K | 0.07% | +4,630 | New |
| Horizon Investments, LLC | 4,648 | $335.0K | 0.01% | +741+19.0% | Added |
| Csenge Advisory Group | 4,655 | $336.0K | 0.03% | −188−3.9% | Reduced |
| Ingalls & Snyder LLC | 4,658 | $336.0K | 0.02% | −100−2.1% | Reduced |
| First Heartland Consultants, Inc. | 4,671 | $337.0K | 0.05% | −1,026−18.0% | Reduced |
| Wealth Alliance | 4,683 | $338.0K | 0.07% | +459+10.9% | Added |
| Ergoteles LLC | 4,693 | $339.0K | 0.01% | −4,921−51.2% | Reduced |
| Raymond James Trust N.A. | 4,691 | $339.0K | 0.01% | −1,202−20.4% | Reduced |
| Capital Investment Advisors, LLC | 4,711 | $340.0K | 0.01% | +266+6.0% | Added |
| Montag A & Associates Inc | 4,754 | $343.0K | 0.02% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,800 | $346.0K | 0.01% | −382−7.4% | Reduced |
| Adviser Investments LLC | 4,830 | $349.0K | 0.02% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 4,830 | $349.0K | 0.38% | +4,830 | New |
| Park Avenue Securities LLC | 4,851 | $350.0K | 0.01% | +4,851 | New |
| Edgestream Partners, L.P. | 4,858 | $351.0K | 0.03% | −1,744−26.4% | Reduced |
| Cerity Partners LLC | 4,863 | $351.0K | 0.01% | −1,172−19.4% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $353.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $354.0K | 0.05% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 4,933 | $356.0K | 0.16% | +237+5.0% | Added |
| Eastern Bank | 4,952 | $357.0K | 0.02% | −3,213−39.4% | Reduced |
| Fox Run Management, L.L.C. | 4,946 | $357.0K | 0.20% | +4,946 | New |
| Laurel Wealth Advisors, Inc. | 4,949 | $358.0K | 0.03% | −64−1.3% | Reduced |
| Spartan Planning & Wealth Management | 4,961 | $358.0K | 0.45% | +4,961 | New |
| Kingsview Wealth Management, LLC | 4,985 | $359.8K | 0.02% | −95−1.9% | Reduced |
| Kozak & Associates, Inc. | 5,161 | $362.0K | 0.23% | 00.0% | Unchanged |
| Proequities, Inc. | 5,030 | $365.0K | 0.03% | −447−8.2% | Reduced |
| Parallel Advisors, LLC | 5,056 | $366.0K | 0.01% | −570−10.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,098 | $368.0K | 0.01% | −2,279−30.9% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $368.0K | 0.17% | 00.0% | Unchanged |
| Zacks Investment Management | 5,101 | $368.0K | 0.01% | +337+7.1% | Added |
| Laurion Capital Management LP | 5,100 | $368.0K | 0.01% | +5,100 | New |
| Peak Asset Management, LLC | 5,111 | $369.0K | 0.09% | −145−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 5,117 | $369.0K | 0.02% | −50−1.0% | Reduced |
| North Point Portfolio Managers Corp | 5,146 | $371.0K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,216 | $376.0K | 0.06% | +6+0.1% | Added |
| Headinvest, LLC | 5,217 | $377.0K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,220 | $377.0K | 0.02% | +2,122+68.5% | Added |
| Clarius Group, LLC | 5,617 | $380.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,292 | $382.0K | 0.02% | +5,292 | New |
| Tokio Marine Asset Management Co Ltd | 5,327 | $384.0K | 0.03% | +699+15.1% | Added |
| Sharkey, Howes & Javer | 5,348 | $386.0K | 0.09% | +15+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 5,369 | $387.0K | 0.09% | +20.0% | Added |
| James Hambro & Partners | 5,400 | $390.0K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,437 | $393.0K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,441 | $393.0K | 0.01% | +5,441 | New |
| Boothbay Fund Management, LLC | 5,463 | $394.0K | 0.01% | −1,708−23.8% | Reduced |
| Samalin Investment Counsel, LLC | 5,500 | $397.0K | 0.24% | 00.0% | Unchanged |
| Toews Corp | 5,600 | $404.0K | 0.07% | +5,600 | New |
| Johnson Midwest Financial, LLC | 5,631 | $406.0K | 0.58% | +10+0.2% | Added |
| HB Wealth Management, LLC | 5,641 | $407.0K | 0.01% | +1,635+40.8% | Added |
| Schnieders Capital Management LLC | 5,648 | $408.0K | 0.10% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 5,659 | $408.0K | 0.03% | +834+17.3% | Added |
| Symphony Financial, Ltd. Co. | 5,480 | $409.0K | 0.10% | −162−2.9% | Reduced |
| Corundum Group, Inc. | 5,703 | $412.0K | 0.38% | +597+11.7% | Added |
| RDA Financial Network | 5,779 | $417.0K | 0.18% | −292−4.8% | Reduced |
| Conning Inc. | 5,776 | $417.0K | 0.01% | +445+8.3% | Added |
| Bessemer Group Inc | 5,779 | $417.0K | 0.00% | +536+10.2% | Added |
| Kestra Private Wealth Services, LLC | 5,843 | $422.0K | 0.02% | +1,451+33.0% | Added |
| Freestone Capital Holdings, LLC | 5,886 | $425.0K | 0.02% | −325−5.2% | Reduced |
| International Assets Investment Management, LLC | 5,905 | $426.0K | 0.08% | −1,342−18.5% | Reduced |
| Axxcess Wealth Management, LLC | 5,939 | $429.0K | 0.03% | −130−2.1% | Reduced |
| Centre Asset Management, LLC | 5,955 | $430.0K | 0.14% | +86+1.5% | Added |
| ASB Consultores, LLC | 5,955 | $430.0K | 0.18% | +2,828+90.4% | Added |
| First National Bank Sioux Falls | 5,988 | $432.0K | 0.45% | −280−4.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,046 | $436.0K | 0.06% | −1,819−23.1% | Reduced |
| Midwest Professional Planners, LTD. | 6,088 | $439.0K | 0.22% | +219+3.7% | Added |
| E Fund Management Co., Ltd. | 6,120 | $442.0K | 0.01% | −122−2.0% | Reduced |
| Quantinno Capital Management LP | 6,132 | $443.0K | 0.07% | +1,039+20.4% | Added |
| Blueprint Investment Partners LLC | 6,139 | $443.0K | 0.11% | +3,400+124.1% | Added |
| Harbour Investment Management LLC | 6,147 | $444.0K | 0.22% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,214 | $448.0K | 0.03% | −137−2.2% | Reduced |
| XTX Topco Ltd | 6,205 | $448.0K | 0.20% | +1,421+29.7% | Added |
| Alley Investment Management Company, LLC | 6,201 | $448.0K | 0.07% | +6,201 | New |
| FSB Premier Wealth Management, Inc. | 6,037 | $452.0K | 0.23% | −280−4.4% | Reduced |
| TD Private Client Wealth LLC | 6,272 | $452.6K | 0.02% | −166−2.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,280 | $453.0K | 0.17% | −233−3.6% | Reduced |
| Spire Wealth Management | 6,275 | $453.0K | 0.01% | −69−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,045 | $453.0K | 0.03% | +120+2.0% | Added |