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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 931 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2022: $29.7B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2021.

Institutions holding XEL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Brookstone Capital Management3,151$234.0K0.00%−506−13.8%Reduced
Busey Wealth Management3,201$231.0K0.01%−114−3.4%Reduced
Perpetual Investment Management Ltd3,200$231.0K0.03%00.0%Unchanged
Zions Bancorporation, N.A.3,197$231.0K0.02%+186+6.2%Added
Lockerman Financial Group, Inc.3,180$230.0K0.62%00.0%Unchanged
Sound View Wealth Advisors Group, LLC3,172$229.0K0.04%+7+0.2%Added
Windsor Capital Management, LLC3,149$227.0K0.07%+16+0.5%Added
Cornerstone Wealth Management, LLC3,142$227.0K0.02%+9+0.3%Added
Quadrant Capital Group LLC3,142$226.0K0.03%+18+0.6%Added
Valmark Advisers, Inc.3,128$226.0K0.00%+3,128New
Atria Wealth Solutions, Inc.3,087$224.0K0.00%+3,087New
First Manhattan Co3,100$223.0K0.00%−14−0.4%Reduced
Manchester Capital Management LLC3,088$223.0K0.03%+954+44.7%Added
Ledge Wealth Management, Inc.3,083$223.0K0.14%+3,083New
Wilbanks Smith & Thomas Asset Management LLC3,073$222.0K0.01%−1,490−32.7%Reduced
Avidian Wealth Solutions, LLC3,066$221.0K0.01%+61+2.0%Added
Machina Capital S.A.S.3,055$220.0K0.48%−1,845−37.7%Reduced
IHT Wealth Management, LLC3,043$220.0K0.02%−212−6.5%Reduced
Hightower 6M Holding, LLC3,052$220.0K0.02%+3,052New
LifePro Asset Management3,035$219.0K0.08%+57+1.9%Added
Sunbelt Securities, Inc.3,007$217.0K0.04%00.0%Unchanged
Ellenbecker Investment Group2,980$215.0K0.06%+6+0.2%Added
LBMC Investment Advisors, LLC2,949$213.0K0.02%+2,949New
Baldwin Investment Management, LLC2,935$212.0K0.06%−165−5.3%Reduced
Intrua Financial, LLC2,918$211.0K0.04%+2,918New
Cranbrook Wealth Management, LLC2,905$210.0K0.05%00.0%Unchanged
9258 Wealth Management, LLC2,912$210.0K0.05%+2,912New
Capital Investment Advisory Services, LLC2,895$209.0K0.02%+2,895New
Trust Co2,882$208.0K0.04%00.0%Unchanged
Rollins Financial2,875$207.0K0.06%+2,875New
Nicolet Bankshares Inc2,844$205.0K0.04%+2,844New
Mayflower Financial Advisors, LLC2,829$204.0K0.03%+2,829New
Riverview Trust Co2,813$203.0K0.15%+480+20.6%Added
Rockland Trust Co2,796$202.0K0.01%−397−12.4%Reduced
Confluence Wealth Services, Inc.2,805$202.0K0.07%00.0%Unchanged
SignalPoint Asset Management, LLC2,800$202.0K0.06%+2,800New
Keel Point, LLC2,789$201.0K0.03%+2,789New
Smithfield Trust Co2,760$199.0K0.01%+34+1.2%Added
Tortoise Capital Advisors, L.L.C.2,707$195.0K0.00%−2,707−50.0%Reduced
Caldwell Trust Co2,618$188.9K0.02%00.0%Unchanged
HM Payson & Co2,575$186.0K0.00%00.0%Unchanged
Clear Street Markets LLC2,558$185.0K0.06%+2,558New
GHP Investment Advisors, Inc.2,549$184.0K0.01%+2,549New
DuPont Capital Management Corp2,531$183.0K0.01%−1,286−33.7%Reduced
MUFG Americas Holdings Corp2,445$176.0K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC2,411$174.0K0.05%+333+16.0%Added
Wolff Wiese Magana LLC2,387$172.0K0.12%+3+0.1%Added
Vestor Capital, LLC2,367$171.0K0.02%−141−5.6%Reduced
Psagot Value Holdings Ltd. / (Israel)2,363$171.0K0.04%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,376$171.0K0.07%+2,376New
Prestige Wealth Management Group LLC2,358$170.0K0.04%+76+3.3%Added
Founders Capital Management2,500$169.0K0.11%00.0%Unchanged
Washington Trust Co2,329$168.0K0.01%−81−3.4%Reduced
Deseret Mutual Benefit Administrators2,316$167.0K0.03%−307−11.7%Reduced
Garde Capital, Inc.2,144$155.0K0.02%00.0%Unchanged
Cyrus J. Lawrence, LLC2,084$150.0K0.03%+2,084New
Cullen/Frost Bankers, Inc.1,930$140.0K0.00%−112−5.5%Reduced
Money Concepts Capital Corp1,926$139.0K0.01%+1,926New
State of Wyoming1,898$137.0K0.07%+1,898New
Rocky Mountain Advisers, LLC1,833$132.0K0.15%00.0%Unchanged
First Community Trust NA1,800$130.0K0.12%00.0%Unchanged
Hanson & Doremus Investment Management1,788$129.0K0.03%−30−1.7%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,785$129.0K0.08%00.0%Unchanged
WFA Asset Management Corp1,770$127.7K0.08%00.0%Unchanged
Motco1,761$127.0K0.01%−175−9.0%Reduced
Whittier Trust Co of Nevada Inc1,751$126.0K0.00%+100+6.1%Added
Stephenson National Bank & Trust1,713$124.0K0.07%00.0%Unchanged
Tradewinds Capital Management, LLC1,711$123.0K0.02%00.0%Unchanged
Pinnacle Bancorp, Inc.1,666$120.0K0.04%00.0%Unchanged
PSI Advisors, LLC1,585$114.0K0.05%00.0%Unchanged
ICICI Prudential Asset Management Co Ltd1,564$113.0K0.02%+235+17.7%Added
Group One Trading, L.P.1,564$113.0K0.00%+1,181+308.4%Added
Cambridge Trust Co1,539$111.0K0.00%−905−37.0%Reduced
Marquette Asset Management, LLC1,515$109.0K0.03%00.0%Unchanged
Dividend Assets Capital, LLC1,460$105.0K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC1,443$104.0K0.01%+33+2.3%Added
RWM Asset Management, LLC1,408$102.0K0.02%+1,408New
Gibson Wealth Advisors LLC1,377$99.0K0.10%+1,048+318.5%Added
Bedel Financial Consulting, Inc.1,355$98.0K0.03%00.0%Unchanged
City State Bank1,316$95.0K0.06%00.0%Unchanged
CenterStar Asset Management, LLC–$93.0K0.06%–New
Surevest, LLC1,272$92.0K0.02%00.0%Unchanged
Lindbrook Capital, LLC1,251$90.0K0.01%+38+3.1%Added
GW&K Investment Management, LLC1,232$89.0K0.00%+1,232New
Endurance Wealth Management, Inc.1,220$88.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC1,204$87.0K0.01%+112+10.3%Added
SOA Wealth Advisors, LLC.1,189$85.0K0.02%+3+0.3%Added
Gradient Investments LLC1,152$83.0K0.00%−67−5.5%Reduced
Financial Management Professionals, Inc.1,136$82.0K0.02%+16+1.4%Added
Evoke Wealth, LLC1,122$82.0K0.00%+56+5.3%Added
FinTrust Capital Advisors, LLC1,150$82.0K0.02%+381+49.5%Added
Howe & Rusling Inc1,125$81.0K0.01%−78−6.5%Reduced
Washington Trust Advisors, Inc.1,132$81.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC1,094$79.0K0.03%+7+0.6%Added
Hexagon Capital Partners LLC1,100$79.0K0.02%00.0%Unchanged
CVA Family Office, LLC1,095$79.0K0.02%+185+20.3%Added
Leelyn Smith, LLC1,080$78.0K0.02%00.0%Unchanged
Bartlett & Co. LLC1,041$76.0K0.00%+1,041New
Bartlett & Co. Wealth Management LLC1,041$75.6K0.00%+1,041New
North Star Investment Management Corp.1,038$75.0K0.01%00.0%Unchanged