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 |
|---|---|---|---|---|---|
| ACG Wealth | 621 | $44.0K | 0.01% | +621 | New |
| Clearstead Advisors, LLC | 654 | $46.0K | 0.00% | −2−0.3% | Reduced |
| Adirondack Trust Co | 653 | $46.0K | 0.02% | −4−0.6% | Reduced |
| Capital Advisors, Ltd. LLC | 664 | $47.0K | 0.01% | +1+0.2% | Added |
| Quent Capital, LLC | 662 | $47.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $47.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 658 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $47.0K | 0.00% | +671 | New |
| McIlrath & Eck, LLC | 668 | $47.0K | 0.01% | +668 | New |
| Tradewinds Capital Management, LLC | 672 | $48.0K | 0.02% | −1,039−60.7% | Reduced |
| Parkside Financial Bank & Trust | 697 | $49.0K | 0.01% | +82+13.3% | Added |
| Piscataqua Savings Bank | 696 | $50.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 745 | $53.0K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 812 | $57.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 800 | $57.0K | 0.56% | +800 | New |
| Hoese & Co LLP | 836 | $59.0K | 0.07% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 827 | $59.0K | 0.00% | +7+0.9% | Added |
| Neo Ivy Capital Management | 866 | $61.0K | 0.16% | +866 | New |
| BDO Wealth Advisors, LLC | 888 | $63.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 900 | $64.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $64.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 906 | $64.0K | 0.03% | +906 | New |
| Tower View Investment Management & Research LLC | 916 | $65.0K | 0.05% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $67.0K | 0.18% | 00.0% | Unchanged |
| Kepos Capital LP | 993 | $70.0K | 0.01% | −7,469−88.3% | Reduced |
| Addison Advisors LLC | 995 | $70.0K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 990 | $70.0K | 0.00% | +990 | New |
| Monetary Management Group Inc | 1,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $73.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $73.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,037 | $73.0K | 0.05% | +37+3.7% | Added |
| Bartlett & Co. LLC | 1,041 | $74.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,041 | $74.2K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,080 | $76.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,099 | $78.0K | 0.03% | +5+0.5% | Added |
| FinTrust Capital Advisors, LLC | 1,150 | $79.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,122 | $80.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,138 | $81.0K | 0.01% | +6+0.5% | Added |
| Financial Management Professionals, Inc. | 1,165 | $82.0K | 0.02% | +29+2.6% | Added |
| Hexagon Capital Partners LLC | 1,168 | $83.0K | 0.02% | +68+6.2% | Added |
| SOA Wealth Advisors, LLC. | 1,192 | $84.0K | 0.02% | +3+0.3% | Added |
| Trustcore Financial Services, LLC | 1,204 | $85.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,200 | $85.0K | 0.04% | +1,200 | New |
| Endurance Wealth Management, Inc. | 1,220 | $86.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,242 | $88.0K | 0.00% | +10+0.8% | Added |
| Trust Co of Vermont | 1,247 | $88.0K | 0.01% | +1,247 | New |
| Surevest, LLC | 1,272 | $90.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,316 | $93.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,323 | $94.0K | 0.02% | +72+5.8% | Added |
| Eagle Bay Advisors LLC | 1,340 | $94.9K | 0.06% | +901+205.2% | Added |
| Gibson Wealth Advisors LLC | 1,377 | $97.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,410 | $100.0K | 0.03% | +315+28.8% | Added |
| Dividend Assets Capital, LLC | 1,460 | $103.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,430 | $103.0K | 0.00% | +1,430 | New |
| Harbor Investment Advisory, LLC | 1,501 | $106.0K | 0.02% | +58+4.0% | Added |
| Marquette Asset Management, LLC | 1,515 | $107.0K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,585 | $112.0K | 0.06% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,579 | $112.0K | 0.00% | +823+108.9% | Added |
| Cutler Group LP | 1,602 | $113.0K | 0.02% | +1,602 | New |
| ICICI Prudential Asset Management Co Ltd | 1,624 | $114.0K | 0.02% | +60+3.8% | Added |
| Belpointe Asset Management LLC | 1,641 | $115.0K | 0.01% | −2,125−56.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,663 | $118.0K | 0.00% | −88−5.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,666 | $118.0K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $121.0K | 0.07% | 00.0% | Unchanged |
| Motco | 1,761 | $125.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,781 | $125.9K | 0.01% | +1,781 | New |
| DuPont Capital Management Corp | 1,775 | $126.0K | 0.01% | −756−29.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $126.0K | 0.09% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $127.0K | 0.15% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,788 | $127.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,829 | $129.0K | 0.01% | +1,400+326.3% | Added |
| Rocky Mountain Advisers, LLC | 1,833 | $130.0K | 0.16% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,986 | $141.0K | 0.00% | +834+72.4% | Added |
| Cyrus J. Lawrence, LLC | 2,084 | $147.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,139 | $151.0K | 0.02% | +2,139 | New |
| Garde Capital, Inc. | 2,144 | $152.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,220 | $157.1K | 0.11% | +450+25.4% | Added |
| Wolff Wiese Magana LLC | 2,263 | $160.0K | 0.12% | −124−5.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,316 | $164.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,329 | $165.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,348 | $166.0K | 0.10% | +450+23.7% | Added |
| Vestor Capital, LLC | 2,367 | $167.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $167.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $168.0K | 0.08% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 2,445 | $173.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 2,500 | $177.0K | 0.14% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,535 | $179.0K | 0.01% | −14−0.5% | Reduced |
| Studio Investment Management LLC | 2,583 | $183.0K | 0.06% | +2,583 | New |
| Caldwell Trust Co | 2,618 | $185.3K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,635 | $186.0K | 0.00% | −671−20.3% | Reduced |
| HM Payson & Co | 2,647 | $187.0K | 0.00% | +72+2.8% | Added |
| Smithfield Trust Co | 2,760 | $197.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 2,813 | $199.0K | 0.17% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,822 | $200.0K | 0.02% | −73−2.5% | Reduced |
| Nicollet Investment Management, Inc. | 2,840 | $201.0K | 0.11% | −2,093−42.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,819 | $201.0K | 0.05% | +461+19.6% | Added |
| 9258 Wealth Management, LLC | 2,870 | $203.0K | 0.05% | −42−1.4% | Reduced |
| Rollins Financial | 2,875 | $203.0K | 0.07% | 00.0% | Unchanged |