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 |
|---|---|---|---|---|---|
| Ergoteles LLC | 4,693 | $339.0K | 0.01% | −4,921−51.2% | Reduced |
| Raymond James Trust N.A. | 4,691 | $339.0K | 0.01% | −1,202−20.4% | Reduced |
| Wealth Alliance | 4,683 | $338.0K | 0.07% | +459+10.9% | Added |
| First Heartland Consultants, Inc. | 4,671 | $337.0K | 0.05% | −1,026−18.0% | Reduced |
| Csenge Advisory Group | 4,655 | $336.0K | 0.03% | −188−3.9% | Reduced |
| Ingalls & Snyder LLC | 4,658 | $336.0K | 0.02% | −100−2.1% | Reduced |
| Horizon Investments, LLC | 4,648 | $335.0K | 0.01% | +741+19.0% | Added |
| Personal Cfo Solutions, LLC | 4,630 | $334.0K | 0.07% | +4,630 | New |
| Oppenheimer Asset Management Inc. | 4,607 | $333.0K | 0.00% | +95+2.1% | Added |
| Destination Wealth Management | 4,571 | $330.0K | 0.01% | +13+0.3% | Added |
| CWA Asset Management Group, LLC | 4,579 | $330.0K | 0.03% | +83+1.8% | Added |
| Fund Management at Engine No. 1 LLC | 4,559 | $329.0K | 0.08% | +4,559 | New |
| Venture Visionary Partners LLC | 4,558 | $328.0K | 0.02% | +34+0.8% | Added |
| Fort Washington Investment Advisors Inc | 4,550 | $328.0K | 0.00% | +4,550 | New |
| South State Corp. | 4,488 | $324.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,483 | $323.0K | 0.00% | −335−7.0% | Reduced |
| Planning Center, Inc. | 4,479 | $323.0K | 0.93% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,478 | $323.0K | 0.00% | +433+10.7% | Added |
| Brown Advisory Inc | 4,483 | $323.0K | 0.00% | +1,317+41.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $321.0K | 0.04% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,434 | $320.0K | 0.07% | +147+3.4% | Added |
| Leverty Financial Group, LLC | 4,437 | $320.0K | 0.25% | +4,196+1,741.1% | Added |
| Sandy Spring Bank | 4,418 | $319.0K | 0.02% | +6+0.1% | Added |
| Gilman Hill Asset Management, LLC | 4,400 | $318.0K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,411 | $318.0K | 0.01% | +22+0.5% | Added |
| Soltis Investment Advisors LLC | 4,401 | $318.0K | 0.04% | +27+0.6% | Added |
| Synovus Financial Corp | 4,351 | $315.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,370 | $315.0K | 0.02% | +1,005+29.9% | Added |
| First Horizon Advisors, Inc. | 4,357 | $314.0K | 0.02% | −70−1.6% | Reduced |
| Intrust Bank NA | 4,349 | $313.0K | 0.04% | +404+10.2% | Added |
| First Business Financial Services, Inc. | 4,291 | $310.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,274 | $309.0K | 0.05% | +5+0.1% | Added |
| NovaPoint Capital, LLC | 4,259 | $307.0K | 0.11% | +35+0.8% | Added |
| North Star Asset Management Inc | 4,243 | $306.0K | 0.02% | −159−3.6% | Reduced |
| USAdvisors Wealth Management, LLC | 4,244 | $306.0K | 0.13% | −70−1.6% | Reduced |
| Moody National Bank Trust Division | 4,242 | $306.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,166 | $303.0K | 0.06% | −8−0.2% | Reduced |
| Acadian Asset Management LLC | 4,200 | $302.0K | 0.00% | +4,200 | New |
| Sentry Investment Management LLC | 4,170 | $301.0K | 0.10% | −1,251−23.1% | Reduced |
| Chesley Taft & Associates LLC | 4,004 | $299.0K | 0.02% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,849 | $296.0K | 0.15% | +3,849 | New |
| Wade G W & Inc | 4,093 | $295.0K | 0.01% | +5+0.1% | Added |
| JNBA Financial Advisors | 4,074 | $294.0K | 0.04% | −164−3.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,033 | $291.0K | 0.06% | −540−11.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,009 | $289.0K | 0.02% | −212−5.0% | Reduced |
| Stock Yards Bank & Trust Co | 4,003 | $289.0K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $289.0K | 0.12% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $288.7K | 0.00% | −18,415−82.2% | Reduced |
| Strategic Advisors LLC | 4,000 | $288.0K | 0.05% | −568−12.4% | Reduced |
| CRA Financial Services, LLC | 3,984 | $288.0K | 0.09% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,989 | $288.0K | 0.09% | +535+15.5% | Added |
| Triumph Capital Management | 3,974 | $287.0K | 0.12% | −14,794−78.8% | Reduced |
| Principle Wealth Partners LLC | 3,980 | $287.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,975 | $287.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,979 | $287.0K | 0.07% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,973 | $287.0K | 0.11% | +359+9.9% | Added |
| Gyon Technologies Capital Management, LP | 3,971 | $287.0K | 0.20% | +3,971 | New |
| Aureus Asset Management, LLC | 3,945 | $285.0K | 0.02% | +50+1.3% | Added |
| Woodmont Investment Counsel LLC | 3,875 | $280.0K | 0.03% | −250−6.1% | Reduced |
| Strategy Asset Managers LLC | 3,866 | $279.0K | 0.06% | +3,866 | New |
| Accel Wealth Management | 3,815 | $278.0K | 0.14% | +17+0.4% | Added |
| Lake Street Financial LLC | 3,835 | $277.0K | 0.05% | +124+3.3% | Added |
| Riverbridge Partners LLC | 3,810 | $275.0K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,792 | $274.0K | 0.02% | −12−0.3% | Reduced |
| Belpointe Asset Management LLC | 3,766 | $272.0K | 0.02% | −58−1.5% | Reduced |
| Bank of Hawaii | 3,765 | $272.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,775 | $272.0K | 0.01% | +304+8.8% | Added |
| Chilton Capital Management LLC | 3,770 | $272.0K | 0.01% | +530+16.4% | Added |
| Ballentine Partners, LLC | 3,748 | $271.0K | 0.01% | +111+3.1% | Added |
| Cypress Capital Management LLC | 3,700 | $267.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,669 | $265.0K | 0.08% | +2,699+278.2% | Added |
| Austin Private Wealth, LLC | 3,559 | $257.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $257.0K | 0.18% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,547 | $256.0K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,537 | $255.0K | 0.17% | +300+9.3% | Added |
| LCM Capital Management Inc | 3,521 | $254.0K | 0.20% | +44+1.3% | Added |
| Thompson Investment Management, Inc. | 3,499 | $253.0K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,501 | $253.0K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,499 | $253.0K | 0.03% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 3,507 | $253.0K | 0.02% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 3,496 | $252.0K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,495 | $252.0K | 0.02% | +176+5.3% | Added |
| Moneta Group Investment Advisors LLC | 3,478 | $251.0K | 0.01% | −422−10.8% | Reduced |
| Lincoln National Corp | 3,467 | $251.0K | 0.01% | +149+4.5% | Added |
| Financial Perspectives, Inc | 3,411 | $246.2K | 0.11% | −137−3.9% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $245.0K | 0.11% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,386 | $245.0K | 0.02% | +70+2.1% | Added |
| Zeke Capital Advisors, LLC | 3,393 | $245.0K | 0.01% | +3,393 | New |
| GW Henssler & Associates Ltd | 3,362 | $243.0K | 0.01% | −632−15.8% | Reduced |
| Boston Partners | 3,369 | $243.0K | 0.00% | +3,369 | New |
| Peapack Gladstone Financial Corp | 3,346 | $241.0K | 0.00% | −161−4.6% | Reduced |
| Meristem Family Wealth, LLC | 3,324 | $240.0K | 0.03% | −82−2.4% | Reduced |
| Institutional & Family Asset Management, LLC | 3,328 | $240.0K | 0.04% | +18+0.5% | Added |
| Donaldson Capital Management, LLC | 3,309 | $239.0K | 0.01% | −30−0.9% | Reduced |
| Fairfield, Bush & Co. | 3,305 | $239.0K | 0.12% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,306 | $239.0K | 0.00% | +321+10.8% | Added |
| LWM Advisory Services, LLC | 3,294 | $238.0K | 0.30% | +3,294 | New |
| Doyle Wealth Management | 3,267 | $236.0K | 0.02% | −400−10.9% | Reduced |
| Kovack Advisors, Inc. | 3,283 | $236.0K | 0.02% | +3,283 | New |
| McClarren Financial Advisors, Inc. | 3,266 | $235.0K | 0.17% | +21+0.6% | Added |