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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 31,956 | $2.31M | 0.00% | −6,309−16.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 31,343 | $2.26M | 0.05% | +3,372+12.1% | Added |
| New Mexico Educational Retirement Board | 31,278 | $2.26M | 0.08% | −1,600−4.9% | Reduced |
| Seeyond | 31,283 | $2.26M | 0.22% | −932−2.9% | Reduced |
| Walleye Trading LLC | 31,048 | $2.24M | 0.05% | +2,685+9.5% | Added |
| Bremer Bank National Association | 30,962 | $2.23M | 0.37% | −1,579−4.9% | Reduced |
| Kinneret Advisory, LLC | 30,318 | $2.20M | 0.24% | −3,261−9.7% | Reduced |
| Central Bank & Trust Co | 30,122 | $2.17M | 0.35% | +69+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,324 | $2.12M | 0.09% | +2,039+7.5% | Added |
| First Bank & Trust | 29,028 | $2.10M | 0.65% | −8,046−21.7% | Reduced |
| Verition Fund Management LLC | 28,794 | $2.08M | 0.04% | +11,672+68.2% | Added |
| Pacer Advisors, Inc. | 27,737 | $2.00M | 0.02% | −18,116−39.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 27,583 | $1.99M | 0.23% | −13,116−32.2% | Reduced |
| Winton Group Ltd | 27,144 | $1.96M | 0.10% | +17,424+179.3% | Added |
| Gsa Capital Partners LLP | 27,142 | $1.96M | 0.26% | +23,253+597.9% | Added |
| Northwestern Mutual Wealth Management Co | 26,962 | $1.95M | 0.00% | −29−0.1% | Reduced |
| Regentatlantic Capital LLC | 26,824 | $1.94M | 0.05% | +775+3.0% | Added |
| Swiss Life Asset Management Ltd | 26,196 | $1.89M | 0.03% | −512−1.9% | Reduced |
| White Pine Capital LLC | 25,470 | $1.84M | 0.57% | +1,895+8.0% | Added |
| Stevens Capital Management LP | 25,401 | $1.83M | 0.40% | +8,968+54.6% | Added |
| Townsend & Associates, Inc | 24,327 | $1.82M | 0.84% | +126+0.5% | Added |
| Bayesian Capital Management, LP | 25,144 | $1.81M | 0.27% | +25,144 | New |
| Keybank National Association | 24,985 | $1.80M | 0.01% | −609−2.4% | Reduced |
| Ropes Wealth Advisors LLC | 24,762 | $1.79M | 0.31% | +24,762 | New |
| NatWest Group plc | 24,597 | $1.77M | 0.86% | +5,431+28.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 24,577 | $1.77M | 0.01% | +9,078+58.6% | Added |
| MML Investors Services, LLC | 24,524 | $1.77M | 0.01% | +5,155+26.6% | Added |
| Neuberger Berman Group LLC | 24,244 | $1.75M | 0.00% | +5,410+28.7% | Added |
| Virtus ETF Advisers LLC | 23,955 | $1.73M | 0.77% | −7,198−23.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,747 | $1.71M | 0.04% | −3,071−11.5% | Reduced |
| Sante Capital Fund, LP | 23,412 | $1.69M | 1.89% | +23,412 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 23,332 | $1.68M | 0.01% | −1,941−7.7% | Reduced |
| Banque Cantonale Vaudoise | 22,558 | $1.63M | 0.07% | −37,653−62.5% | Reduced |
| Stephens Inc | 22,375 | $1.61M | 0.03% | −44−0.2% | Reduced |
| D.A. Davidson & Co. | 22,115 | $1.60M | 0.02% | +248+1.1% | Added |
| Advisor Partners LLC | 21,805 | $1.57M | 0.10% | +1,627+8.1% | Added |
| Greenleaf Trust | 21,559 | $1.56M | 0.02% | +819+3.9% | Added |
| Dean Investment Associates, LLC | 21,402 | $1.54M | 0.28% | −350−1.6% | Reduced |
| Costello Asset Management, INC | 21,310 | $1.54M | 1.06% | −1,305−5.8% | Reduced |
| 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 |
| Hennion & Walsh Asset Management, Inc. | 21,243 | $1.53M | 0.08% | +1,553+7.9% | Added |
| Valtinson Bruner Financial Planning LLC | 20,371 | $1.51M | 0.87% | +537+2.7% | Added |
| Ossiam | 20,919 | $1.51M | 0.04% | +19,849+1,855.0% | Added |
| Geneos Wealth Management Inc. | 20,475 | $1.48M | 0.06% | −766−3.6% | Reduced |
| Huntington National Bank | 20,373 | $1.47M | 0.01% | −645−3.1% | Reduced |
| Tiaa, FSB | 20,351 | $1.47M | 0.01% | −125−0.6% | Reduced |
| CWM, LLC | 20,179 | $1.46M | 0.01% | +2,243+12.5% | Added |
| Los Angeles Capital Management LLC | 20,066 | $1.45M | 0.01% | +9,646+92.6% | Added |
| Quantitative Investment Management, LLC | 19,838 | $1.43M | 0.15% | +19,838 | New |
| Ameritas Investment Partners, Inc. | 19,660 | $1.42M | 0.05% | +156+0.8% | Added |
| AE Wealth Management LLC | 19,633 | $1.42M | 0.01% | −31−0.2% | Reduced |
| Regions Financial Corp | 19,470 | $1.41M | 0.01% | −98−0.5% | Reduced |
| 17 Capital Partners, LLC | 19,221 | $1.39M | 1.45% | +19,221 | New |
| Prudential PLC | 19,184 | $1.39M | 0.02% | +19,184 | New |
| Evercore Wealth Management, LLC | 19,094 | $1.38M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 19,072 | $1.38M | 0.02% | +1,315+7.4% | Added |
| TownSquare Capital, LLC | 18,835 | $1.36M | 0.03% | +10,752+133.0% | Added |
| Credit Agricole S A | 18,784 | $1.36M | 0.04% | +8,965+91.3% | Added |
| Vident Investment Advisory, LLC | 18,664 | $1.35M | 0.04% | +10,041+116.4% | Added |
| Hotaling Investment Management, LLC | 18,595 | $1.34M | 0.52% | +1,152+6.6% | Added |
| JustInvest LLC | 18,538 | $1.34M | 0.06% | +5,113+38.1% | Added |
| First Western Trust Bank | 18,487 | $1.34M | 0.07% | +18,487 | New |
| Cypress Capital Group | 18,185 | $1.31M | 0.16% | 00.0% | Unchanged |
| Umb Bank N A | 18,170 | $1.31M | 0.02% | 00.0% | Unchanged |
| Carlson Capital Management | 17,514 | $1.26M | 0.11% | +1,960+12.6% | Added |
| Stillwater Investment Management, LLC | 17,320 | $1.25M | 0.31% | −780−4.3% | Reduced |
| South Dakota Investment Council | 16,964 | $1.22M | 0.02% | −5,683−25.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,746 | $1.21M | 0.11% | −1,453−8.0% | Reduced |
| Glenmede Trust Co NA | 16,560 | $1.19M | 0.01% | −961−5.5% | Reduced |
| Sigma Planning Corp | 16,522 | $1.19M | 0.04% | −1,084−6.2% | Reduced |
| Berger Financial Group, Inc | 16,465 | $1.19M | 0.15% | −249−1.5% | Reduced |
| FORA Capital, LLC | 16,390 | $1.19M | 0.21% | +12,475+318.6% | Added |
| WealthTrust Axiom LLC | 16,351 | $1.18M | 0.37% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,258 | $1.17M | 0.94% | +30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.17M | 0.16% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 16,178 | $1.17M | 0.05% | +16,178 | New |
| Western Wealth Management, LLC | 16,029 | $1.16M | 0.06% | +4,166+35.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 15,900 | $1.15M | 0.10% | +1,741+12.3% | Added |
| Enhancing Capital LLC | 15,500 | $1.12M | 1.20% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,349 | $1.11M | 0.04% | −544−3.4% | Reduced |
| Aaron Wealth Advisors | 79,820 | $1.11M | 0.02% | +79,820 | New |
| Accredited Investors Inc. | 14,894 | $1.07M | 0.10% | −84−0.6% | Reduced |
| Palladium Partners LLC | 14,345 | $1.04M | 0.05% | −143−1.0% | Reduced |
| Roosevelt Investment Group LLC | 14,371 | $1.04M | 0.06% | 00.0% | Unchanged |
| F3Logic, LLC | 14,295 | $1.03M | 0.15% | +199+1.4% | Added |
| SRS Capital Advisors, Inc. | 14,214 | $1.03M | 0.14% | +64+0.5% | Added |
| Everence Capital Management Inc | 14,114 | $1.02M | 0.08% | 00.0% | Unchanged |
| Assetmark, Inc | 14,104 | $1.02M | 0.00% | +5,757+69.0% | Added |
| 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 |
| Venturi Wealth Management, LLC | 13,906 | $1.00M | 0.08% | −68−0.5% | Reduced |
| Bokf, NA | 13,713 | $990.0K | 0.02% | +542+4.1% | Added |
| Sheets Smith Wealth Management | 13,680 | $987.0K | 0.14% | −14,250−51.0% | Reduced |
| Corient Capital Partners, LLC | 13,631 | $984.0K | 0.06% | +7,557+124.4% | Added |
| Banque Pictet & Cie SA | 13,568 | $979.0K | 0.01% | −1,197−8.1% | Reduced |
| Coldstream Capital Management Inc | 13,421 | $969.0K | 0.03% | −108−0.8% | Reduced |
| Lazard Asset Management LLC | 13,294 | $958.0K | 0.00% | −2,202−14.2% | Reduced |
| Eqis Capital Management, Inc. | 13,074 | $944.0K | 0.08% | −697−5.1% | Reduced |
| Great Valley Advisor Group, Inc. | 13,011 | $937.0K | 0.05% | +350+2.8% | Added |