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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 1,030 | $74.0K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 1,005 | $73.0K | 0.00% | +488+94.4% | Added |
| Monetary Management Group Inc | 1,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 995 | $72.0K | 0.04% | +267+36.7% | Added |
| Laurel Wealth Planning LLC | 1,000 | $72.0K | 0.05% | +1,000 | New |
| Beaird Harris Wealth Management, LLC | 964 | $70.0K | 0.03% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $68.0K | 0.06% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 916 | $66.0K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 900 | $65.0K | 0.00% | −28−3.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 900 | $65.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 888 | $64.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 874 | $63.0K | 0.03% | +58+7.1% | Added |
| Hoese & Co LLP | 836 | $60.0K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 812 | $59.0K | 0.01% | −20−2.4% | Reduced |
| Altshuler Shaham Ltd | 820 | $59.0K | 0.00% | +820 | New |
| NVWM, LLC | 800 | $58.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $58.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $58.0K | 0.09% | +800 | New |
| Skandinaviska Enskilda Banken AB (publ) | 756 | $55.0K | 0.00% | +756 | New |
| Emfo, LLC | 745 | $54.0K | 0.05% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 695 | $50.2K | 0.02% | +695 | New |
| Piscataqua Savings Bank | 696 | $50.0K | 0.04% | −295−29.8% | Reduced |
| Quent Capital, LLC | 662 | $48.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 663 | $48.0K | 0.01% | +653+6,530.0% | Added |
| Plante Moran Financial Advisors, LLC | 652 | $47.0K | 0.01% | −111−14.5% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $47.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 656 | $47.0K | 0.00% | +2+0.3% | Added |
| Concord Wealth Partners | 658 | $47.0K | 0.01% | +5+0.8% | Added |
| Adirondack Trust Co | 657 | $47.0K | 0.02% | +577+721.3% | Added |
| Pflug Koory, LLC | 620 | $45.0K | 0.02% | +4+0.6% | Added |
| Parkside Financial Bank & Trust | 615 | $45.0K | 0.01% | +70+12.8% | Added |
| Strengthening Families & Communities, LLC | 606 | $44.0K | 0.03% | +4+0.7% | Added |
| Lumature Wealth Partners, LLC | 612 | $44.0K | 0.02% | +205+50.4% | Added |
| West Branch Capital LLC | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 562 | $41.0K | 0.04% | +1+0.2% | Added |
| EverSource Wealth Advisors, LLC | 567 | $41.0K | 0.01% | +239+72.9% | Added |
| Thompson Siegel & Walmsley LLC | 532 | $38.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 533 | $38.0K | 0.00% | +9+1.7% | Added |
| Glassman Wealth Services | 524 | $38.0K | 0.01% | +17+3.4% | Added |
| Creative Financial Designs Inc | 518 | $37.0K | 0.01% | +2+0.4% | Added |
| Gs Investments, Inc. | 504 | $37.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 492 | $35.0K | 0.01% | −145−22.8% | Reduced |
| Westside Investment Management, Inc. | 492 | $35.0K | 0.00% | +426+645.5% | Added |
| Ulland Investment Advisors, LLC | 470 | $34.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 439 | $32.0K | 0.03% | +425+3,035.7% | Added |
| Johnson Financial Group, Inc. | 425 | $31.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 429 | $31.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 408 | $29.0K | 0.02% | +21+5.4% | Added |
| Glen Eagle Advisors, LLC | 400 | $28.9K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 400 | $28.0K | 0.01% | −400−50.0% | Reduced |
| Catalyst Capital Advisors LLC | 372 | $27.0K | 0.00% | +74+24.8% | Added |
| Covestor Ltd | 353 | $26.0K | 0.02% | −104−22.8% | Reduced |
| Country Trust Bank | 350 | $25.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $25.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $25.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 342 | $25.0K | 0.00% | +246+256.3% | Added |
| Pin Oak Investment Advisors Inc | 353 | $25.0K | 0.03% | +353 | New |
| Earnest Partners LLC | 327 | $24.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 329 | $24.0K | 0.00% | +89+37.1% | Added |
| Webster Bank, N. A. | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $23.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 314 | $23.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 320 | $23.0K | 0.00% | +320 | New |
| Sutton Wealth Advisors Inc. | 311 | $22.4K | 0.01% | +21+7.2% | Added |
| Brown, Lisle/Cummings, Inc. | 310 | $22.4K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 300 | $22.0K | 0.00% | −1,187−79.8% | Reduced |
| Duncker Streett & Co Inc | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 300 | $22.0K | 0.00% | +300 | New |
| DB Wealth Management Group, LLC | 304 | $22.0K | 0.01% | +304 | New |
| JJJ Advisors Inc. | 295 | $21.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 299 | $21.0K | 0.00% | +299 | New |
| Oakworth Capital, Inc. | 269 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 267 | $19.0K | 0.00% | +222+493.3% | Added |
| Bank of New Hampshire | 260 | $19.0K | 0.00% | +260 | New |
| Albion Financial Group | 250 | $18.0K | 0.00% | −100−28.6% | Reduced |
| Princeton Global Asset Management LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $17.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $15.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 206 | $15.0K | 0.01% | +136+194.3% | Added |
| Seldon Capital LP | 195 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 190 | $14.0K | 0.01% | +37+24.2% | Added |
| MV Capital Management, Inc. | 175 | $13.0K | 0.00% | +60+52.2% | Added |
| Kelly Financial Services LLC | 170 | $12.3K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 164 | $12.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 162 | $12.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 172 | $12.0K | 0.00% | +172 | New |
| Brown Brothers Harriman & Co | 158 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 126 | $9.00K | 0.01% | +1+0.8% | Added |
| Pittenger & Anderson Inc | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 120 | $9.00K | 0.00% | +1+0.8% | Added |
| Carolinas Wealth Consulting LLC | 118 | $9.00K | 0.00% | +1+0.9% | Added |
| Massmutual Trust Co FSB | 118 | $9.00K | 0.00% | +14+13.5% | Added |
| Clearview Wealth Advisors LLC | 110 | $8.00K | 0.01% | −148−57.4% | Reduced |
| Cribstone Capital Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 115 | $8.00K | 0.00% | +86+296.6% | Added |
| Paloma Partners Management Co | 100 | $7.00K | 0.00% | −67,199−99.9% | Reduced |
| Siena Capital LLC | 102 | $7.00K | 0.00% | +102 | New |