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 |
|---|---|---|---|---|---|
| Wade G W & Inc | 4,097 | $290.0K | 0.01% | +4+0.1% | Added |
| McKinley Carter Wealth Services, Inc. | 4,115 | $291.0K | 0.03% | +106+2.6% | Added |
| N.E.W. Advisory Services LLC | 4,116 | $291.0K | 0.05% | +4,116 | New |
| Corbett Road Capital Management, LLC | 4,144 | $293.0K | 0.50% | +4,144 | New |
| Independent Advisor Alliance | 4,203 | $297.0K | 0.02% | −1,017−19.5% | Reduced |
| First National Advisers, LLC | 4,193 | $297.0K | 0.62% | +4,193 | New |
| North Star Asset Management Inc | 4,243 | $300.0K | 0.02% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 4,260 | $301.0K | 0.15% | +16+0.4% | Added |
| Desjardins Global Asset Management Inc. | 4,307 | $305.0K | 0.04% | −4,062−48.5% | Reduced |
| Intrust Bank NA | 4,329 | $306.0K | 0.04% | −20−0.5% | Reduced |
| RFG Advisory, LLC | 4,160 | $307.0K | 0.02% | +368+9.7% | Added |
| Howe & Rusling Inc | 4,347 | $308.0K | 0.04% | +3,222+286.4% | Added |
| Sandy Spring Bank | 4,368 | $309.0K | 0.02% | −50−1.1% | Reduced |
| Wealthsource Partners, LLC | 4,374 | $310.0K | 0.02% | +4+0.1% | Added |
| Gilman Hill Asset Management, LLC | 4,400 | $311.0K | 0.07% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,351 | $311.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,399 | $311.0K | 0.05% | +125+2.9% | Added |
| Horizon Investments, LLC | 4,419 | $313.0K | 0.01% | −229−4.9% | Reduced |
| Leverty Financial Group, LLC | 4,437 | $313.0K | 0.29% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,430 | $313.0K | 0.02% | +19+0.4% | Added |
| Wealth Alliance | 4,432 | $314.0K | 0.06% | −251−5.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $315.0K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,464 | $316.0K | 0.02% | −1,379−23.6% | Reduced |
| Smith Anglin Financial, LLC | 4,463 | $316.0K | 0.09% | +29+0.7% | Added |
| American Portfolios Advisors | 4,494 | $318.0K | 0.01% | −10,855−70.7% | Reduced |
| Csenge Advisory Group | 4,498 | $318.0K | 0.03% | −157−3.4% | Reduced |
| South State Corp. | 4,488 | $318.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,501 | $318.0K | 0.00% | +23+0.5% | Added |
| Planning Center, Inc. | 4,479 | $318.0K | 0.25% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,541 | $321.0K | 0.04% | +250+5.8% | Added |
| Aureus Asset Management, LLC | 4,555 | $322.0K | 0.03% | +610+15.5% | Added |
| Destination Wealth Management | 4,571 | $323.0K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 4,578 | $324.0K | 0.06% | −3,069−40.1% | Reduced |
| Walleye Trading LLC | 4,589 | $325.0K | 0.01% | −26,459−85.2% | Reduced |
| CWA Asset Management Group, LLC | 4,594 | $325.0K | 0.03% | +15+0.3% | Added |
| First Horizon Advisors, Inc. | 4,619 | $326.0K | 0.01% | +262+6.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,629 | $328.0K | 0.01% | +1,556+50.6% | Added |
| First Heartland Consultants, Inc. | 4,671 | $330.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,743 | $330.0K | 0.01% | +1,592+50.5% | Added |
| Eqis Capital Management, Inc. | 4,702 | $332.7K | 0.04% | −8,372−64.0% | Reduced |
| Capital Investment Advisors, LLC | 4,726 | $334.0K | 0.01% | +15+0.3% | Added |
| Quantum Financial Advisors, LLC | 4,462 | $335.0K | 0.13% | +4,462 | New |
| Montag A & Associates Inc | 4,754 | $339.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,824 | $341.0K | 0.01% | −1,062−18.0% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $342.0K | 0.17% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,863 | $344.0K | 0.01% | +63+1.3% | Added |
| Umb Bank N A | 4,889 | $346.0K | 0.01% | −13,281−73.1% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $346.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,901 | $346.8K | 0.03% | +343+7.5% | Added |
| Abbrea Capital, LLC | 4,874 | $347.0K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,901 | $347.0K | 0.07% | +1,066+27.8% | Added |
| Eastern Bank | 4,929 | $348.0K | 0.02% | −23−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,934 | $349.1K | 0.11% | +4,934 | New |
| Wealthcare Advisory Partners LLC | 4,942 | $350.0K | 0.02% | −175−3.4% | Reduced |
| Kingsview Wealth Management, LLC | 4,957 | $351.0K | 0.02% | −28−0.6% | Reduced |
| Avestar Capital, LLC | 4,972 | $352.0K | 0.10% | +806+19.3% | Added |
| ASB Consultores, LLC | 5,001 | $354.0K | 0.15% | −954−16.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,013 | $355.0K | 0.09% | −356−6.6% | Reduced |
| Symphony Financial, Ltd. Co. | 5,088 | $357.0K | 0.11% | −392−7.2% | Reduced |
| Schnieders Capital Management LLC | 5,048 | $357.0K | 0.11% | −600−10.6% | Reduced |
| North Point Portfolio Managers Corp | 5,096 | $361.0K | 0.06% | −50−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 5,100 | $361.0K | 0.08% | +470+10.2% | Added |
| Soltis Investment Advisors LLC | 5,104 | $361.0K | 0.05% | +703+16.0% | Added |
| AlphaStar Capital Management, LLC | 5,096 | $361.0K | 0.03% | +5,096 | New |
| Resources Investment Advisors, LLC. | 5,121 | $362.0K | 0.02% | −3,357−39.6% | Reduced |
| Axxcess Wealth Management, LLC | 5,119 | $362.0K | 0.04% | −820−13.8% | Reduced |
| Peak Asset Management, LLC | 5,111 | $362.0K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,110 | $362.0K | 0.01% | +1,135+28.6% | Added |
| Parallel Advisors, LLC | 5,124 | $363.0K | 0.02% | +68+1.3% | Added |
| Kozak & Associates, Inc. | 5,178 | $366.0K | 0.24% | +17+0.3% | Added |
| Brinker Capital Investments, LLC | 5,181 | $367.0K | 0.01% | −6,840−56.9% | Reduced |
| Headinvest, LLC | 5,217 | $369.0K | 0.08% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $370.0K | 0.08% | +1,200+29.8% | Added |
| Stevens Capital Management LP | 5,247 | $371.0K | 0.26% | −20,154−79.3% | Reduced |
| Larson Financial Group LLC | 5,241 | $371.0K | 0.06% | +25+0.5% | Added |
| Resolution Capital Ltd | 5,350 | $379.0K | 0.01% | −1,820−25.4% | Reduced |
| Sharkey, Howes & Javer | 5,363 | $379.0K | 0.09% | +15+0.3% | Added |
| James Hambro & Partners | 5,400 | $382.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,417 | $383.0K | 0.04% | −3,618−40.0% | Reduced |
| HB Wealth Management, LLC | 5,429 | $384.0K | 0.01% | −212−3.8% | Reduced |
| Hills Bank & Trust Co | 5,437 | $384.0K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,454 | $385.9K | 0.02% | −818−13.0% | Reduced |
| Adviser Investments LLC | 5,469 | $387.0K | 0.03% | +639+13.2% | Added |
| FDx Advisors, Inc. | 5,482 | $388.0K | 0.01% | −5,875−51.7% | Reduced |
| Samalin Investment Counsel, LLC | 5,500 | $389.0K | 0.27% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,499 | $389.0K | 0.10% | +940+20.6% | Added |
| Calamos Wealth Management LLC | 5,511 | $390.0K | 0.03% | −148−2.6% | Reduced |
| AXA S.A. | 5,609 | $396.9K | 0.00% | +5,609 | New |
| Johnson Midwest Financial, LLC | 5,641 | $399.0K | 0.54% | +10+0.2% | Added |
| Federated Hermes, Inc. | 5,668 | $401.0K | 0.00% | +1,185+26.4% | Added |
| Atom Investors LP | 5,717 | $405.0K | 0.18% | +5,717 | New |
| First National Bank Sioux Falls | 5,767 | $408.0K | 0.52% | −221−3.7% | Reduced |
| Conning Inc. | 5,761 | $408.0K | 0.01% | −15−0.3% | Reduced |
| RDA Financial Network | 5,779 | $409.0K | 0.21% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 5,812 | $411.0K | 0.26% | +2,275+64.3% | Added |
| Alley Investment Management Company, LLC | 5,821 | $412.0K | 0.08% | −380−6.1% | Reduced |
| WESPAC Advisors, LLC | 5,853 | $414.0K | 0.32% | +1,023+21.2% | Added |
| Centre Asset Management, LLC | 5,870 | $415.0K | 0.11% | −85−1.4% | Reduced |
| Clarius Group, LLC | 5,862 | $415.0K | 0.04% | +245+4.4% | Added |
| Park Avenue Securities LLC | 5,875 | $416.0K | 0.01% | +1,024+21.1% | Added |