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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, 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.

Institutional holdersQ2 2022: 944 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 heldQ2 2022: $29.8B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2022.

Institutions holding XEL in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Trust Co2,882$204.0K0.04%00.0%Unchanged
Baldwin Investment Management, LLC2,900$205.0K0.07%−35−1.2%Reduced
Doyle Wealth Management2,910$206.0K0.02%−357−10.9%Reduced
Cranbrook Wealth Management, LLC2,905$206.0K0.05%00.0%Unchanged
Gotham Asset Management, LLC2,910$206.0K0.01%+2,910New
Pitcairn Co2,929$207.0K0.02%+2,929New
Financial Architects, Inc2,932$207.0K0.26%+2,932New
Nwam LLC2,998$210.0K0.02%+2,998New
Ledge Wealth Management, Inc.2,983$211.0K0.13%−100−3.2%Reduced
Ellenbecker Investment Group2,986$211.0K0.06%+6+0.2%Added
Sawtooth Solutions, LLC2,977$211.0K0.03%+2,977New
Jump Financial, LLC2,997$212.0K0.01%−40,109−93.0%Reduced
Acadian Asset Management LLC2,999$212.0K0.00%−1,201−28.6%Reduced
Tradewinds, LLC.2,991$212.0K0.14%+2,991New
Avidian Wealth Solutions, LLC3,012$213.0K0.02%−54−1.8%Reduced
Sunbelt Securities, Inc.3,007$213.0K0.05%00.0%Unchanged
Maven Securities LTD3,004$213.0K0.04%+3,004New
GW Henssler & Associates Ltd3,021$214.0K0.02%−341−10.1%Reduced
Manchester Capital Management LLC3,036$215.0K0.04%−52−1.7%Reduced
Strategic Wealth Designers3,045$215.0K0.05%+3,045New
Hightower 6M Holding, LLC3,048$216.0K0.02%−4−0.1%Reduced
Mayflower Financial Advisors, LLC3,064$217.0K0.03%+235+8.3%Added
Natixis Investment Managers International3,073$217.0K0.00%+3,073New
BKD Wealth Advisors, LLC3,063$217.0K0.01%+3,063New
First Manhattan Co3,100$219.0K0.00%00.0%Unchanged
Keel Point, LLC2,931$220.0K0.03%+142+5.1%Added
Cary Street Partner Investment Advisory LLC3,124$221.0K0.02%+3,124New
RWM Asset Management, LLC3,136$222.0K0.05%+1,728+122.7%Added
Windsor Capital Management, LLC3,164$223.0K0.08%+15+0.5%Added
Cornerstone Wealth Management, LLC3,151$223.0K0.02%+9+0.3%Added
Two Sigma Securities, LLC3,156$223.0K0.04%+3,156New
Sound View Wealth Advisors Group, LLC3,165$224.0K0.05%−7−0.2%Reduced
RMB Capital Management, LLC3,159$224.0K0.01%+3,159New
BI Asset Management Fondsmaeglerselskab A/S3,176$225.0K0.01%+3,176New
Riverbridge Partners LLC3,200$226.0K0.00%−610−16.0%Reduced
Perpetual Investment Management Ltd3,200$226.0K0.03%00.0%Unchanged
Lockerman Financial Group, Inc.3,191$226.0K0.72%+11+0.3%Added
Evercore Wealth Management, LLC3,212$227.0K0.00%−15,882−83.2%Reduced
Busey Wealth Management3,206$227.0K0.01%+5+0.2%Added
Stanley-Laman Group, Ltd.3,260$231.0K0.04%+3,260New
McClarren Financial Advisors, Inc.3,287$232.0K0.74%+21+0.6%Added
Level Four Advisory Services, LLC3,288$233.0K0.02%−207−5.9%Reduced
Diversified Trust Co3,291$233.0K0.01%+3,291New
Orgel Wealth Management, LLC3,307$234.0K0.01%−200−5.7%Reduced
Fairfield, Bush & Co.3,305$234.0K0.14%00.0%Unchanged
Donaldson Capital Management, LLC3,309$234.0K0.01%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC3,316$235.0K0.03%−70−2.1%Reduced
CX Institutional3,337$236.0K0.02%+3,337New
Oak Thistle LLC3,352$237.0K0.46%−10,709−76.2%Reduced
Peapack Gladstone Financial Corp3,350$237.0K0.01%+4+0.1%Added
Institutional & Family Asset Management, LLC3,346$237.0K0.04%+18+0.5%Added
LifePro Asset Management3,358$238.0K0.12%+323+10.6%Added
Zions Bancorporation, N.A.3,381$239.0K0.02%+184+5.8%Added
Peoples Financial Services Corp.3,400$241.0K0.11%00.0%Unchanged
Zeke Capital Advisors, LLC3,393$241.0K0.02%00.0%Unchanged
Financial Perspectives, Inc3,411$241.4K0.14%00.0%Unchanged
Brown Advisory Inc3,438$244.0K0.00%−1,045−23.3%Reduced
Boothbay Fund Management, LLC3,458$245.0K0.01%−2,005−36.7%Reduced
Confluence Wealth Services, Inc.3,287$245.0K0.11%+482+17.2%Added
Tealwood Asset Management Inc3,496$247.0K0.12%00.0%Unchanged
Boston Partners3,485$247.0K0.00%+116+3.4%Added
Cullen/Frost Bankers, Inc.3,485$247.0K0.01%+1,555+80.6%Added
Seven Eight Capital, LP3,496$247.0K0.10%+3,496New
Thompson Investment Management, Inc.3,499$248.0K0.04%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP3,501$248.0K0.02%00.0%Unchanged
Segment Wealth Management, LLC3,499$248.0K0.03%00.0%Unchanged
StoneX Group Inc.3,557$251.9K0.03%+3,557New
Raymond James Trust N.A.3,559$252.0K0.01%−1,132−24.1%Reduced
Austin Private Wealth, LLC3,559$252.0K0.06%00.0%Unchanged
CoreFirst Bank & Trust3,559$252.0K0.20%00.0%Unchanged
XML Financial, LLC3,572$253.0K0.06%+3,572New
Ascent Group, LLC3,463$253.0K0.03%+3,463New
LCM Capital Management Inc3,598$255.0K0.25%+77+2.2%Added
Sentry Investment Management LLC3,648$258.0K0.12%−522−12.5%Reduced
Sequoia Financial Advisors, LLC3,644$258.0K0.01%−131−3.5%Reduced
LWM Advisory Services, LLC3,648$258.0K0.31%+354+10.7%Added
Versant Capital Management, Inc3,669$260.0K0.10%00.0%Unchanged
Simon Quick Advisors, LLC3,536$261.0K0.03%+3,536New
Cypress Capital Management LLC3,700$262.0K0.04%00.0%Unchanged
JNBA Financial Advisors3,759$266.0K0.04%−315−7.7%Reduced
Bank of Hawaii3,765$266.0K0.02%00.0%Unchanged
Chilton Capital Management LLC3,770$267.0K0.02%00.0%Unchanged
Krane Funds Advisors LLC3,776$267.0K0.01%+3,776New
Accel Wealth Management3,832$268.0K0.15%+17+0.4%Added
Lincoln National Corp3,817$270.0K0.01%+350+10.1%Added
Edgestream Partners, L.P.3,864$273.0K0.02%−994−20.5%Reduced
Woodmont Investment Counsel LLC3,875$274.0K0.03%00.0%Unchanged
Gyon Technologies Capital Management, LP3,887$275.0K0.08%−84−2.1%Reduced
Triumph Capital Management3,974$281.0K0.15%00.0%Unchanged
Ballast Advisors LLC3,976$281.0K0.13%+3+0.1%Added
CRA Financial Services, LLC3,984$282.0K0.10%00.0%Unchanged
Principle Wealth Partners LLC3,980$282.0K0.03%00.0%Unchanged
Ballentine Partners, LLC3,980$282.0K0.01%+232+6.2%Added
Chesley Taft & Associates LLC4,004$283.0K0.02%00.0%Unchanged
Affinity Investment Advisors, LLC4,000$283.0K0.14%00.0%Unchanged
Strategic Advisors LLC4,000$283.0K0.06%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,000$283.0K0.00%00.0%Unchanged
Q3 Asset Management4,069$287.0K0.22%+4,069New
Private Capital Management LLC3,989$288.0K0.09%00.0%Unchanged
Quadrant Capital Group LLC4,071$288.0K0.04%+929+29.6%Added