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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 7,497 | $541.0K | 0.04% | +1,068+16.6% | Added |
| Sargent Bickham Lagudis LLC | 7,392 | $533.0K | 0.04% | +345+4.9% | Added |
| Change Path, LLC | 7,330 | $529.0K | 0.03% | −10−0.1% | Reduced |
| SNS Financial Group, LLC | 7,270 | $525.0K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,260 | $524.0K | 0.02% | +745+11.4% | Added |
| Eudaimonia Partners, LLC | 7,214 | $521.0K | 0.09% | +7,214 | 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 |
| JSF Financial, LLC | 7,122 | $514.0K | 0.22% | +7,122 | 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 |
| 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 |
| Seven Springs Wealth Group, LLC | 6,967 | $503.0K | 0.24% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,889 | $497.0K | 0.06% | +6,889 | New |
| Affiance Financial, LLC | 6,868 | $496.0K | 0.24% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 6,795 | $490.0K | 0.01% | −196−2.8% | Reduced |
| West Family Investments, Inc. | 6,775 | $489.0K | 0.14% | +2,182+47.5% | Added |
| Colony Group LLC | 6,729 | $486.0K | 0.01% | +1,122+20.0% | Added |
| Checchi Capital Advisers, LLC | 6,694 | $483.0K | 0.05% | +348+5.5% | Added |
| Allworth Financial LP | 6,549 | $473.0K | 0.01% | +296+4.7% | Added |
| GoalVest Advisory LLC | 6,499 | $469.0K | 0.26% | +6,499 | New |
| Goelzer Investment Management, Inc. | 6,450 | $465.0K | 0.04% | −900−12.2% | Reduced |
| 55I, LLC | 6,429 | $464.0K | 0.01% | +1,769+38.0% | Added |
| Ieq Capital, LLC | 6,354 | $459.0K | 0.01% | +1,793+39.3% | Added |
| Heritage Trust Co | 6,336 | $458.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 6,324 | $457.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 6,322 | $456.0K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $455.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 6,272 | $452.6K | 0.02% | −166−2.6% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,037 | $452.0K | 0.23% | −280−4.4% | Reduced |
| 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 |
| Harbour Investment Management LLC | 6,147 | $444.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| E Fund Management Co., Ltd. | 6,120 | $442.0K | 0.01% | −122−2.0% | Reduced |
| Midwest Professional Planners, LTD. | 6,088 | $439.0K | 0.22% | +219+3.7% | Added |
| Hudson Valley Investment Advisors Inc | 6,046 | $436.0K | 0.06% | −1,819−23.1% | Reduced |
| First National Bank Sioux Falls | 5,988 | $432.0K | 0.45% | −280−4.5% | 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 |
| Axxcess Wealth Management, LLC | 5,939 | $429.0K | 0.03% | −130−2.1% | Reduced |
| International Assets Investment Management, LLC | 5,905 | $426.0K | 0.08% | −1,342−18.5% | Reduced |
| Freestone Capital Holdings, LLC | 5,886 | $425.0K | 0.02% | −325−5.2% | Reduced |
| Kestra Private Wealth Services, LLC | 5,843 | $422.0K | 0.02% | +1,451+33.0% | 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 |
| Corundum Group, Inc. | 5,703 | $412.0K | 0.38% | +597+11.7% | Added |
| Symphony Financial, Ltd. Co. | 5,480 | $409.0K | 0.10% | −162−2.9% | Reduced |
| 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 |
| HB Wealth Management, LLC | 5,641 | $407.0K | 0.01% | +1,635+40.8% | Added |
| Johnson Midwest Financial, LLC | 5,631 | $406.0K | 0.58% | +10+0.2% | Added |
| Toews Corp | 5,600 | $404.0K | 0.07% | +5,600 | New |
| Samalin Investment Counsel, LLC | 5,500 | $397.0K | 0.24% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,463 | $394.0K | 0.01% | −1,708−23.8% | Reduced |
| 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 |
| James Hambro & Partners | 5,400 | $390.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,369 | $387.0K | 0.09% | +20.0% | Added |
| Sharkey, Howes & Javer | 5,348 | $386.0K | 0.09% | +15+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,327 | $384.0K | 0.03% | +699+15.1% | Added |
| Meeder Asset Management Inc | 5,292 | $382.0K | 0.02% | +5,292 | New |
| Clarius Group, LLC | 5,617 | $380.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 5,216 | $376.0K | 0.06% | +6+0.1% | Added |
| North Point Portfolio Managers Corp | 5,146 | $371.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| Parallel Advisors, LLC | 5,056 | $366.0K | 0.01% | −570−10.1% | Reduced |
| Proequities, Inc. | 5,030 | $365.0K | 0.03% | −447−8.2% | Reduced |
| Kozak & Associates, Inc. | 5,161 | $362.0K | 0.23% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,985 | $359.8K | 0.02% | −95−1.9% | Reduced |
| 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 |
| 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 |
| Nicollet Investment Management, Inc. | 4,933 | $356.0K | 0.16% | +237+5.0% | Added |
| Abbrea Capital, LLC | 4,874 | $354.0K | 0.05% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,860 | $353.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Park Avenue Securities LLC | 4,851 | $350.0K | 0.01% | +4,851 | New |
| Adviser Investments LLC | 4,830 | $349.0K | 0.02% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 4,830 | $349.0K | 0.38% | +4,830 | New |
| Badgley Phelps Wealth Managers, LLC | 4,800 | $346.0K | 0.01% | −382−7.4% | Reduced |
| Montag A & Associates Inc | 4,754 | $343.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,711 | $340.0K | 0.01% | +266+6.0% | Added |