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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 6,300 | $455.0K | 0.11% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 6,322 | $456.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 6,324 | $457.0K | 0.03% | 00.0% | Unchanged |
| Heritage Trust Co | 6,336 | $458.0K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,354 | $459.0K | 0.01% | +1,793+39.3% | Added |
| 55I, LLC | 6,429 | $464.0K | 0.01% | +1,769+38.0% | Added |
| Goelzer Investment Management, Inc. | 6,450 | $465.0K | 0.04% | −900−12.2% | Reduced |
| GoalVest Advisory LLC | 6,499 | $469.0K | 0.26% | +6,499 | New |
| Allworth Financial LP | 6,549 | $473.0K | 0.01% | +296+4.7% | Added |
| Checchi Capital Advisers, LLC | 6,694 | $483.0K | 0.05% | +348+5.5% | Added |
| Colony Group LLC | 6,729 | $486.0K | 0.01% | +1,122+20.0% | Added |
| West Family Investments, Inc. | 6,775 | $489.0K | 0.14% | +2,182+47.5% | Added |
| Gofen & Glossberg LLC | 6,795 | $490.0K | 0.01% | −196−2.8% | Reduced |
| Affiance Financial, LLC | 6,868 | $496.0K | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,889 | $497.0K | 0.06% | +6,889 | New |
| Seven Springs Wealth Group, LLC | 6,967 | $503.0K | 0.24% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 7,008 | $506.0K | 0.18% | −1,371−16.4% | Reduced |
| Rosenberg Matthew Hamilton | 7,005 | $506.0K | 0.18% | +1,141+19.5% | Added |
| Balentine LLC | 7,015 | $506.0K | 0.02% | +7,015 | New |
| EP Wealth Advisors, LLC | 7,038 | $508.0K | 0.01% | +1,366+24.1% | Added |
| MQS Management LLC | 7,045 | $508.0K | 0.41% | +3,634+106.5% | Added |
| JSF Financial, LLC | 7,122 | $514.0K | 0.22% | +7,122 | New |
| HighMark Wealth Management LLC | 7,165 | $517.0K | 0.35% | −1,058−12.9% | Reduced |
| Resolution Capital Ltd | 7,170 | $517.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 7,214 | $521.0K | 0.09% | +7,214 | New |
| Toroso Investments, LLC | 7,260 | $524.0K | 0.02% | +745+11.4% | Added |
| SNS Financial Group, LLC | 7,270 | $525.0K | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 7,330 | $529.0K | 0.03% | −10−0.1% | Reduced |
| Sargent Bickham Lagudis LLC | 7,392 | $533.0K | 0.04% | +345+4.9% | Added |
| Perigon Wealth Management, LLC | 7,497 | $541.0K | 0.04% | +1,068+16.6% | Added |
| Private Trust Co NA | 7,593 | $548.0K | 0.09% | +1,746+29.9% | Added |
| Thomas White International Ltd | 7,627 | $550.0K | 0.09% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,647 | $552.0K | 0.09% | −78−1.0% | Reduced |
| Mutual Advisors, LLC | 7,650 | $552.0K | 0.03% | +10.0% | Added |
| SFMG, LLC | 7,674 | $554.0K | 0.05% | +2,208+40.4% | Added |
| Bigelow Investment Advisors, LLC | 7,695 | $555.0K | 0.26% | +49+0.6% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $557.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,722 | $561.0K | 0.23% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,822 | $565.0K | 0.04% | +100+1.3% | Added |
| SC&H Financial Advisors, Inc. | 7,872 | $568.0K | 0.27% | −296−3.6% | Reduced |
| Welch Group, LLC | 7,990 | $577.0K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,095 | $585.0K | 0.19% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 8,100 | $585.0K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 8,168 | $590.0K | 0.07% | +316+4.0% | Added |
| KCM Investment Advisors LLC | 8,215 | $593.0K | 0.02% | +1,800+28.1% | Added |
| Buckingham Strategic Wealth, LLC | 8,317 | $600.0K | 0.01% | +231+2.9% | Added |
| National Asset Management, Inc. | 8,359 | $604.0K | 0.02% | −6,043−42.0% | Reduced |
| Desjardins Global Asset Management Inc. | 8,369 | $604.0K | 0.05% | −2,710−24.5% | Reduced |
| Lewis Capital Management, LLC | 8,442 | $609.0K | 0.69% | 00.0% | Unchanged |
| Kepos Capital LP | 8,462 | $611.0K | 0.05% | −6,402−43.1% | Reduced |
| Access Financial Services, Inc. | 8,482 | $612.0K | 0.29% | +40.0% | Added |
| Resources Investment Advisors, LLC. | 8,478 | $612.0K | 0.02% | +388+4.8% | Added |
| Signaturefd, LLC | 8,495 | $613.0K | 0.02% | +510+6.4% | Added |
| Bell Bank | 8,507 | $614.0K | 0.07% | −237−2.7% | Reduced |
| Metis Global Partners, LLC | 8,520 | $616.0K | 0.07% | +3,819+81.2% | Added |
| TrinityPoint Wealth, LLC | 8,576 | $619.0K | 0.11% | +115+1.4% | Added |
| IBM Retirement Fund | 8,615 | $622.0K | 0.09% | −338−3.8% | Reduced |
| Charter Trust Co | 8,615 | $622.0K | 0.06% | −258−2.9% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $626.0K | 0.24% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,775 | $633.0K | 0.01% | +71+0.8% | Added |
| Davenport & Co LLC | 8,794 | $635.0K | 0.00% | +1,676+23.5% | Added |
| DeDora Capital, Inc. | 8,893 | $642.0K | 0.26% | +2,390+36.8% | Added |
| Central Trust Co | 8,961 | $647.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,035 | $651.0K | 0.06% | −1,538−14.5% | Reduced |
| Emerald Advisors, LLC | 9,230 | $666.0K | 0.16% | 00.0% | Unchanged |
| Laraway Financial Inc | 9,280 | $670.0K | 0.61% | +10+0.1% | Added |
| Gateway Investment Advisers LLC | 9,321 | $673.0K | 0.01% | +2,791+42.7% | Added |
| Cigna Investments Inc | 9,386 | $678.0K | 0.08% | −2,707−22.4% | Reduced |
| Prospera Financial Services Inc | 9,421 | $680.0K | 0.03% | +146+1.6% | Added |
| NorthRock Partners, LLC | 9,484 | $684.0K | 0.06% | +1,082+12.9% | Added |
| First Hawaiian Bank | 9,471 | $684.0K | 0.02% | +3,371+55.3% | Added |
| Stonebridge Capital Advisors LLC | 9,576 | $691.0K | 0.07% | −8−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 9,600 | $693.0K | 0.00% | −700−6.8% | Reduced |
| Sumitomo Life Insurance Co | 9,603 | $693.0K | 0.02% | −601−5.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,620 | $694.0K | 0.44% | +1,840+23.7% | Added |
| Avantax Advisory Services, Inc. | 9,620 | $695.0K | 0.01% | +485+5.3% | Added |
| Farmers & Merchants Investments Inc | 9,695 | $700.0K | 0.03% | −451−4.4% | Reduced |
| Carret Asset Management, LLC | 9,785 | $706.0K | 0.08% | −500−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 9,819 | $709.0K | 0.01% | +9,703+8,364.7% | Added |
| Illinois Municipal Retirement Fund | 9,841 | $710.0K | 0.02% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,516 | $712.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,922 | $716.1K | 0.50% | 00.0% | Unchanged |
| Whittier Trust Co | 9,945 | $718.0K | 0.01% | +64+0.6% | Added |
| Aveo Capital Partners, LLC | 10,105 | $729.0K | 0.13% | −501−4.7% | Reduced |
| Empirical Finance, LLC | 10,248 | $740.0K | 0.08% | +1,149+12.6% | Added |
| FineMark National Bank & Trust | 10,309 | $744.0K | 0.03% | −2,305−18.3% | Reduced |
| First National Bank & Trust Co of Newtown | 10,302 | $744.0K | 0.15% | 00.0% | Unchanged |
| Amarillo National Bank | 10,320 | $745.0K | 0.14% | +625+6.4% | Added |
| Advisory Services Network, LLC | 10,480 | $756.0K | 0.02% | +1,334+14.6% | Added |
| Cahill Financial Advisors Inc | 10,485 | $757.0K | 0.14% | −357−3.3% | Reduced |
| Quadrature Capital Ltd | 10,767 | $777.0K | 0.03% | −22,189−67.3% | Reduced |
| Cresset Asset Management, LLC | 10,705 | $777.0K | 0.01% | −710−6.2% | Reduced |
| O'Brien Greene & Co. Inc | 10,813 | $780.0K | 0.26% | +250+2.4% | Added |
| Assenagon Asset Management S.A. | 10,818 | $781.0K | 0.00% | +5,311+96.4% | Added |
| Savant Capital, LLC | 10,834 | $782.0K | 0.03% | −131−1.2% | Reduced |
| Tradition Wealth Management, LLC | 10,930 | $789.0K | 0.10% | +34+0.3% | Added |
| Moors & Cabot, Inc. | 10,964 | $791.0K | 0.05% | −175−1.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,085 | $800.0K | 0.01% | +4,722+74.2% | Added |
| Virtu Financial LLC | 11,136 | $804.0K | 0.06% | +11,136 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,262 | $813.0K | 0.01% | 00.0% | Unchanged |