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, Q2 2022
Institutional positions in Xcel Energy Inc as of Jun 30, 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
- 944
- +24 vs. Q1 2022
- Shares held
- 421.1M
- +11.1M (+2.7%) vs. Q1 2022
- Total value
- $29.8B
- +$257.6M (+0.9%) vs. Q1 2022
- New holders
- 100
- 355 more added
- Sold out
- 76
- 295 more reduced
11 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 6 | $0 | 0.00% | −293−98.0% | Reduced |
| Logan Capital Management Inc | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $424 | 0.00% | +6 | New |
| Siena Capital LLC | 8 | $1.00K | 0.00% | −94−92.2% | Reduced |
| Northwest Investment Counselors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Tfo-TDC, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Heritage Financial Services, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.06K | 0.00% | +15 | New |
| Loomis Sayles & Co L P | 26 | $2.00K | 0.00% | −55−67.9% | Reduced |
| Beacon Capital Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Oakworth Capital, Inc. | 40 | $3.00K | 0.00% | −229−85.1% | Reduced |
| MCF Advisors LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 38 | $3.00K | 0.00% | +5+15.2% | Added |
| Activest Wealth Management | 47 | $3.00K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 41 | $3.00K | 0.00% | +41 | New |
| Carolinas Wealth Consulting LLC | 56 | $4.00K | 0.00% | −62−52.5% | Reduced |
| Focused Wealth Management, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $4.00K | 0.00% | +50 | New |
| Horizons Wealth Management | 48 | $4.00K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 57 | $4.03K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 66 | $4.67K | 0.00% | −11−14.3% | Reduced |
| Ci Investments Inc. | 67 | $5.00K | 0.00% | +1+1.5% | Added |
| Schubert & Co | 73 | $5.00K | 0.00% | +36+97.3% | Added |
| Tortoise Investment Management, LLC | 74 | $5.00K | 0.00% | +74 | New |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 108 | $7.64K | 0.00% | +100+1,250.0% | Added |
| Cribstone Capital Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 121 | $9.00K | 0.00% | +1+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 127 | $9.00K | 0.01% | +1+0.8% | Added |
| Curi Capital | 133 | $9.00K | 0.00% | +100+303.0% | Added |
| Core Alternative Capital | 144 | $10.0K | 0.00% | +29+25.2% | Added |
| GoalVest Advisory LLC | 157 | $11.0K | 0.01% | −6,342−97.6% | Reduced |
| Horan Securities, Inc. | 164 | $11.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 167 | $12.0K | 0.00% | −8−4.6% | Reduced |
| Kelly Financial Services LLC | 170 | $12.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $14.0K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 195 | $14.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 210 | $15.0K | 0.00% | −40−16.0% | Reduced |
| Zullo Investment Group, Inc. | 218 | $15.0K | 0.01% | +12+5.8% | Added |
| Massmutual Trust Co FSB | 218 | $15.0K | 0.00% | +100+84.7% | Added |
| Atticus Wealth Management, LLC | 230 | $16.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 230 | $16.0K | 0.01% | +230 | New |
| Fieldpoint Private Securities, LLC | 250 | $18.0K | 0.01% | −79−24.0% | Reduced |
| Bank of New Hampshire | 260 | $18.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 259 | $18.0K | 0.01% | +259 | New |
| Duncker Streett & Co Inc | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 291 | $21.0K | 0.00% | +291 | New |
| Brown, Lisle/Cummings, Inc. | 310 | $21.9K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 304 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 325 | $23.0K | 0.01% | +14+4.5% | Added |
| Covestor Ltd | 329 | $23.0K | 0.02% | −24−6.8% | Reduced |
| Earnest Partners LLC | 327 | $23.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 346 | $24.0K | 0.01% | +32+10.2% | Added |
| Pin Oak Investment Advisors Inc | 353 | $25.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $25.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $25.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 362 | $26.0K | 0.01% | +67+22.7% | Added |
| Brown Brothers Harriman & Co | 362 | $26.0K | 0.00% | +204+129.1% | Added |
| HHM Wealth Advisors, LLC | 362 | $26.0K | 0.01% | +362 | New |
| Creative Financial Designs Inc | 396 | $28.0K | 0.00% | −122−23.6% | Reduced |
| Hudock, Inc. | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $28.3K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 412 | $29.0K | 0.01% | −200−32.7% | Reduced |
| JFS Wealth Advisors, LLC | 415 | $29.0K | 0.00% | +73+21.3% | Added |
| Johnson Financial Group, Inc. | 425 | $30.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 435 | $31.0K | 0.00% | +63+16.9% | Added |
| Ulland Investment Advisors, LLC | 470 | $33.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Trust Co | 481 | $34.0K | 0.00% | −1,058−68.7% | Reduced |
| Westside Investment Management, Inc. | 492 | $34.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 481 | $34.0K | 0.00% | +481 | New |
| EverSource Wealth Advisors, LLC | 490 | $35.0K | 0.01% | −77−13.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 522 | $37.0K | 0.01% | −130−19.9% | Reduced |
| Gs Investments, Inc. | 504 | $37.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 532 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 539 | $38.0K | 0.00% | +539 | New |
| Syverson Strege & Co | 563 | $40.0K | 0.01% | +1+0.2% | Added |
| West Branch Capital LLC | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 586 | $41.0K | 0.00% | +586 | New |
| Pflug Koory, LLC | 620 | $44.0K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 606 | $44.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 624 | $44.0K | 0.01% | +100+19.1% | Added |
| TSFG, LLC | 622 | $44.0K | 0.02% | +303+95.0% | Added |