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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 11,306 | $816.0K | 0.01% | +7,125+170.4% | Added |
| Veritable, L.P. | 11,327 | $817.0K | 0.01% | +767+7.3% | Added |
| PrairieView Partners, LLC | 11,362 | $820.0K | 0.12% | +1,190+11.7% | Added |
| FDx Advisors, Inc. | 11,357 | $820.0K | 0.03% | +6,332+126.0% | Added |
| Bard Financial Services, Inc. | 11,375 | $821.0K | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,382 | $823.0K | 0.01% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,453 | $827.0K | 0.10% | +1,566+15.8% | Added |
| Chronos Wealth Management, LLC | 11,491 | $829.0K | 0.53% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 11,701 | $844.0K | 0.03% | −753−6.0% | Reduced |
| Old Port Advisors | 11,602 | $844.0K | 0.29% | −313−2.6% | Reduced |
| IFP Advisors, Inc | 30,242 | $848.0K | 0.01% | +17,814+143.3% | Added |
| Coastline Trust Co | 11,745 | $848.0K | 0.10% | +125+1.1% | Added |
| Wambolt & Associates, LLC | 11,688 | $850.0K | 0.31% | −175−1.5% | Reduced |
| Telemus Capital, LLC | 11,795 | $851.0K | 0.07% | +11,795 | New |
| KLCM Advisors, Inc. | 11,850 | $855.0K | 0.18% | +600+5.3% | Added |
| Brinker Capital Investments, LLC | 12,021 | $868.0K | 0.01% | −4,312−26.4% | Reduced |
| Asset Dedication, LLC | 12,089 | $876.0K | 0.10% | +11,984+11,413.3% | Added |
| BerganKDV Wealth Management, LLC | 12,321 | $889.0K | 0.10% | −169−1.4% | Reduced |
| Advisors Management Group Inc | 12,338 | $890.0K | 0.30% | +912+8.0% | Added |
| RSM US Wealth Management LLC | 12,330 | $890.0K | 0.05% | +12,330 | New |
| Worldquant Millennium Advisors LLC | 12,345 | $891.0K | 0.02% | +1,105+9.8% | Added |
| Apollon Wealth Management, LLC | 12,367 | $893.0K | 0.06% | +684+5.9% | Added |
| Redpoint Investment Management Pty Ltd | 12,515 | $903.0K | 0.09% | −35,063−73.7% | Reduced |
| AGF Investments LLC | 12,586 | $908.0K | 0.08% | +12,586 | New |
| Global Retirement Partners, LLC | 11,959 | $912.0K | 0.07% | +11,959 | New |
| First Citizens Bank & Trust Co | 12,703 | $916.0K | 0.04% | +1,077+9.3% | Added |
| Finer Wealth Management, Inc. | 12,750 | $920.0K | 0.75% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,765 | $921.0K | 0.43% | +265+2.1% | Added |
| Point72 Hong Kong Ltd | 12,863 | $928.0K | 0.09% | −4,788−27.1% | Reduced |
| Kenfarb & Co. | 12,885 | $930.0K | 0.74% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,011 | $937.0K | 0.05% | +350+2.8% | Added |
| Eqis Capital Management, Inc. | 13,074 | $944.0K | 0.08% | −697−5.1% | Reduced |
| Lazard Asset Management LLC | 13,294 | $958.0K | 0.00% | −2,202−14.2% | Reduced |
| Coldstream Capital Management Inc | 13,421 | $969.0K | 0.03% | −108−0.8% | Reduced |
| Banque Pictet & Cie SA | 13,568 | $979.0K | 0.01% | −1,197−8.1% | Reduced |
| Corient Capital Partners, LLC | 13,631 | $984.0K | 0.06% | +7,557+124.4% | Added |
| Sheets Smith Wealth Management | 13,680 | $987.0K | 0.14% | −14,250−51.0% | Reduced |
| Bokf, NA | 13,713 | $990.0K | 0.02% | +542+4.1% | Added |
| Venturi Wealth Management, LLC | 13,906 | $1.00M | 0.08% | −68−0.5% | Reduced |
| Kesler, Norman & Wride, LLC | 14,066 | $1.01M | 0.23% | +35+0.2% | Added |
| Oak Thistle LLC | 14,061 | $1.01M | 0.53% | +2,668+23.4% | Added |
| Assetmark, Inc | 14,104 | $1.02M | 0.00% | +5,757+69.0% | Added |
| Everence Capital Management Inc | 14,114 | $1.02M | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,214 | $1.03M | 0.14% | +64+0.5% | Added |
| F3Logic, LLC | 14,295 | $1.03M | 0.15% | +199+1.4% | Added |
| Roosevelt Investment Group LLC | 14,371 | $1.04M | 0.06% | 00.0% | Unchanged |
| Palladium Partners LLC | 14,345 | $1.04M | 0.05% | −143−1.0% | Reduced |
| Accredited Investors Inc. | 14,894 | $1.07M | 0.10% | −84−0.6% | Reduced |
| Aaron Wealth Advisors | 79,820 | $1.11M | 0.02% | +79,820 | New |
| American Portfolios Advisors | 15,349 | $1.11M | 0.04% | −544−3.4% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.12M | 1.20% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,900 | $1.15M | 0.10% | +1,741+12.3% | Added |
| Western Wealth Management, LLC | 16,029 | $1.16M | 0.06% | +4,166+35.1% | Added |
| Graham Capital Management, L.P. | 16,178 | $1.17M | 0.05% | +16,178 | New |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.17M | 0.16% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,258 | $1.17M | 0.94% | +30.0% | Added |
| WealthTrust Axiom LLC | 16,351 | $1.18M | 0.37% | 00.0% | Unchanged |
| FORA Capital, LLC | 16,390 | $1.19M | 0.21% | +12,475+318.6% | Added |
| Berger Financial Group, Inc | 16,465 | $1.19M | 0.15% | −249−1.5% | Reduced |
| Sigma Planning Corp | 16,522 | $1.19M | 0.04% | −1,084−6.2% | Reduced |
| Glenmede Trust Co NA | 16,560 | $1.19M | 0.01% | −961−5.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,746 | $1.21M | 0.11% | −1,453−8.0% | Reduced |
| South Dakota Investment Council | 16,964 | $1.22M | 0.02% | −5,683−25.1% | Reduced |
| Stillwater Investment Management, LLC | 17,320 | $1.25M | 0.31% | −780−4.3% | Reduced |
| Carlson Capital Management | 17,514 | $1.26M | 0.11% | +1,960+12.6% | Added |
| Umb Bank N A | 18,170 | $1.31M | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 18,185 | $1.31M | 0.16% | 00.0% | Unchanged |
| First Western Trust Bank | 18,487 | $1.34M | 0.07% | +18,487 | New |
| JustInvest LLC | 18,538 | $1.34M | 0.06% | +5,113+38.1% | Added |
| Hotaling Investment Management, LLC | 18,595 | $1.34M | 0.52% | +1,152+6.6% | Added |
| Vident Investment Advisory, LLC | 18,664 | $1.35M | 0.04% | +10,041+116.4% | Added |
| Credit Agricole S A | 18,784 | $1.36M | 0.04% | +8,965+91.3% | Added |
| TownSquare Capital, LLC | 18,835 | $1.36M | 0.03% | +10,752+133.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,072 | $1.38M | 0.02% | +1,315+7.4% | Added |
| Evercore Wealth Management, LLC | 19,094 | $1.38M | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 19,184 | $1.39M | 0.02% | +19,184 | New |
| 17 Capital Partners, LLC | 19,221 | $1.39M | 1.45% | +19,221 | New |
| Regions Financial Corp | 19,470 | $1.41M | 0.01% | −98−0.5% | Reduced |
| AE Wealth Management LLC | 19,633 | $1.42M | 0.01% | −31−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 19,660 | $1.42M | 0.05% | +156+0.8% | Added |
| Quantitative Investment Management, LLC | 19,838 | $1.43M | 0.15% | +19,838 | New |
| Los Angeles Capital Management LLC | 20,066 | $1.45M | 0.01% | +9,646+92.6% | Added |
| CWM, LLC | 20,179 | $1.46M | 0.01% | +2,243+12.5% | Added |
| Tiaa, FSB | 20,351 | $1.47M | 0.01% | −125−0.6% | Reduced |
| Huntington National Bank | 20,373 | $1.47M | 0.01% | −645−3.1% | Reduced |
| Geneos Wealth Management Inc. | 20,475 | $1.48M | 0.06% | −766−3.6% | Reduced |
| Ossiam | 20,919 | $1.51M | 0.04% | +19,849+1,855.0% | Added |
| Valtinson Bruner Financial Planning LLC | 20,371 | $1.51M | 0.87% | +537+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 21,243 | $1.53M | 0.08% | +1,553+7.9% | Added |
| Teza Capital Management LLC | 21,293 | $1.54M | 0.58% | −12,166−36.4% | Reduced |
| Oppenheimer & Co Inc | 21,303 | $1.54M | 0.03% | +466+2.2% | Added |
| Costello Asset Management, INC | 21,310 | $1.54M | 1.06% | −1,305−5.8% | Reduced |
| Dean Investment Associates, LLC | 21,402 | $1.54M | 0.28% | −350−1.6% | Reduced |
| Greenleaf Trust | 21,559 | $1.56M | 0.02% | +819+3.9% | Added |
| Advisor Partners LLC | 21,805 | $1.57M | 0.10% | +1,627+8.1% | Added |
| D.A. Davidson & Co. | 22,115 | $1.60M | 0.02% | +248+1.1% | Added |
| Stephens Inc | 22,375 | $1.61M | 0.03% | −44−0.2% | Reduced |
| Banque Cantonale Vaudoise | 22,558 | $1.63M | 0.07% | −37,653−62.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 23,332 | $1.68M | 0.01% | −1,941−7.7% | Reduced |
| Sante Capital Fund, LP | 23,412 | $1.69M | 1.89% | +23,412 | New |