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 |
|---|---|---|---|---|---|
| Kenfarb & Co. | 12,885 | $930.0K | 0.74% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 12,863 | $928.0K | 0.09% | −4,788−27.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,765 | $921.0K | 0.43% | +265+2.1% | Added |
| Finer Wealth Management, Inc. | 12,750 | $920.0K | 0.75% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 12,703 | $916.0K | 0.04% | +1,077+9.3% | Added |
| Global Retirement Partners, LLC | 11,959 | $912.0K | 0.07% | +11,959 | New |
| AGF Investments LLC | 12,586 | $908.0K | 0.08% | +12,586 | New |
| Redpoint Investment Management Pty Ltd | 12,515 | $903.0K | 0.09% | −35,063−73.7% | Reduced |
| Apollon Wealth Management, LLC | 12,367 | $893.0K | 0.06% | +684+5.9% | Added |
| Worldquant Millennium Advisors LLC | 12,345 | $891.0K | 0.02% | +1,105+9.8% | Added |
| 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 |
| BerganKDV Wealth Management, LLC | 12,321 | $889.0K | 0.10% | −169−1.4% | Reduced |
| Asset Dedication, LLC | 12,089 | $876.0K | 0.10% | +11,984+11,413.3% | Added |
| Brinker Capital Investments, LLC | 12,021 | $868.0K | 0.01% | −4,312−26.4% | Reduced |
| KLCM Advisors, Inc. | 11,850 | $855.0K | 0.18% | +600+5.3% | Added |
| Telemus Capital, LLC | 11,795 | $851.0K | 0.07% | +11,795 | New |
| Wambolt & Associates, LLC | 11,688 | $850.0K | 0.31% | −175−1.5% | 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 |
| 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 |
| Chronos Wealth Management, LLC | 11,491 | $829.0K | 0.53% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,453 | $827.0K | 0.10% | +1,566+15.8% | Added |
| Vontobel Holding Ltd. | 11,382 | $823.0K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $821.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Veritable, L.P. | 11,327 | $817.0K | 0.01% | +767+7.3% | Added |
| Fiduciary Trust Co | 11,306 | $816.0K | 0.01% | +7,125+170.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,262 | $813.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,136 | $804.0K | 0.06% | +11,136 | New |
| O'Shaughnessy Asset Management, LLC | 11,085 | $800.0K | 0.01% | +4,722+74.2% | Added |
| Moors & Cabot, Inc. | 10,964 | $791.0K | 0.05% | −175−1.6% | Reduced |
| Tradition Wealth Management, LLC | 10,930 | $789.0K | 0.10% | +34+0.3% | Added |
| Savant Capital, LLC | 10,834 | $782.0K | 0.03% | −131−1.2% | Reduced |
| Assenagon Asset Management S.A. | 10,818 | $781.0K | 0.00% | +5,311+96.4% | Added |
| O'Brien Greene & Co. Inc | 10,813 | $780.0K | 0.26% | +250+2.4% | Added |
| 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 |
| Cahill Financial Advisors Inc | 10,485 | $757.0K | 0.14% | −357−3.3% | Reduced |
| Advisory Services Network, LLC | 10,480 | $756.0K | 0.02% | +1,334+14.6% | Added |
| Amarillo National Bank | 10,320 | $745.0K | 0.14% | +625+6.4% | 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 |
| Empirical Finance, LLC | 10,248 | $740.0K | 0.08% | +1,149+12.6% | Added |
| Aveo Capital Partners, LLC | 10,105 | $729.0K | 0.13% | −501−4.7% | Reduced |
| Whittier Trust Co | 9,945 | $718.0K | 0.01% | +64+0.6% | Added |
| American State Bank (Iowa) | 9,922 | $716.1K | 0.50% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,516 | $712.0K | 0.04% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,841 | $710.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,819 | $709.0K | 0.01% | +9,703+8,364.7% | Added |
| Carret Asset Management, LLC | 9,785 | $706.0K | 0.08% | −500−4.9% | Reduced |
| Farmers & Merchants Investments Inc | 9,695 | $700.0K | 0.03% | −451−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 9,620 | $695.0K | 0.01% | +485+5.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,620 | $694.0K | 0.44% | +1,840+23.7% | Added |
| 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 |
| Stonebridge Capital Advisors LLC | 9,576 | $691.0K | 0.07% | −8−0.1% | Reduced |
| 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 |
| Prospera Financial Services Inc | 9,421 | $680.0K | 0.03% | +146+1.6% | Added |
| Cigna Investments Inc | 9,386 | $678.0K | 0.08% | −2,707−22.4% | Reduced |
| Gateway Investment Advisers LLC | 9,321 | $673.0K | 0.01% | +2,791+42.7% | Added |
| Laraway Financial Inc | 9,280 | $670.0K | 0.61% | +10+0.1% | Added |
| Emerald Advisors, LLC | 9,230 | $666.0K | 0.16% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,035 | $651.0K | 0.06% | −1,538−14.5% | Reduced |
| Central Trust Co | 8,961 | $647.0K | 0.02% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 8,893 | $642.0K | 0.26% | +2,390+36.8% | Added |
| Davenport & Co LLC | 8,794 | $635.0K | 0.00% | +1,676+23.5% | Added |
| Cetera Advisors LLC | 8,775 | $633.0K | 0.01% | +71+0.8% | Added |
| Oarsman Capital, Inc. | 8,672 | $626.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| TrinityPoint Wealth, LLC | 8,576 | $619.0K | 0.11% | +115+1.4% | Added |
| Metis Global Partners, LLC | 8,520 | $616.0K | 0.07% | +3,819+81.2% | Added |
| Bell Bank | 8,507 | $614.0K | 0.07% | −237−2.7% | Reduced |
| Signaturefd, LLC | 8,495 | $613.0K | 0.02% | +510+6.4% | Added |
| 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 |
| Kepos Capital LP | 8,462 | $611.0K | 0.05% | −6,402−43.1% | Reduced |
| Lewis Capital Management, LLC | 8,442 | $609.0K | 0.69% | 00.0% | Unchanged |
| 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 |
| Buckingham Strategic Wealth, LLC | 8,317 | $600.0K | 0.01% | +231+2.9% | Added |
| KCM Investment Advisors LLC | 8,215 | $593.0K | 0.02% | +1,800+28.1% | Added |
| Veriti Management LLC | 8,168 | $590.0K | 0.07% | +316+4.0% | Added |
| 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 |
| Welch Group, LLC | 7,990 | $577.0K | 0.03% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 7,872 | $568.0K | 0.27% | −296−3.6% | Reduced |
| Parsons Capital Management Inc | 7,822 | $565.0K | 0.04% | +100+1.3% | Added |
| Front Row Advisors LLC | 7,722 | $561.0K | 0.23% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,719 | $557.0K | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,695 | $555.0K | 0.26% | +49+0.6% | Added |
| SFMG, LLC | 7,674 | $554.0K | 0.05% | +2,208+40.4% | Added |
| 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 |
| Thomas White International Ltd | 7,627 | $550.0K | 0.09% | 00.0% | Unchanged |
| Private Trust Co NA | 7,593 | $548.0K | 0.09% | +1,746+29.9% | Added |