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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 5,896 | $417.0K | 0.28% | +193+3.4% | Added |
| KerberRose Wealth Management, LLC | 5,911 | $418.0K | 0.34% | +5,911 | New |
| Bessemer Group Inc | 5,952 | $421.0K | 0.00% | +173+3.0% | Added |
| Stock Yards Bank & Trust Co | 6,086 | $431.0K | 0.02% | +2,083+52.0% | Added |
| Harbour Investment Management LLC | 6,147 | $435.0K | 0.26% | 00.0% | Unchanged |
| Heritage Trust Co | 6,161 | $436.0K | 0.07% | −175−2.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,176 | $437.0K | 0.24% | +139+2.3% | Added |
| Ingalls & Snyder LLC | 6,208 | $439.0K | 0.02% | +1,550+33.3% | Added |
| Toroso Investments, LLC | 6,228 | $441.0K | 0.02% | −1,032−14.2% | Reduced |
| Goelzer Investment Management, Inc. | 6,250 | $442.0K | 0.04% | −200−3.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,036 | $442.0K | 0.03% | −9−0.1% | Reduced |
| E Fund Management Co., Ltd. | 6,283 | $445.0K | 0.04% | +163+2.7% | Added |
| Midwest Professional Planners, LTD. | 6,288 | $445.0K | 0.25% | +200+3.3% | Added |
| Private Trust Co NA | 6,305 | $446.0K | 0.07% | −1,288−17.0% | Reduced |
| CFM Wealth Partners LLC | 6,300 | $446.0K | 0.13% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 6,322 | $447.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 6,283 | $448.0K | 0.04% | +1,253+24.9% | Added |
| Chesapeake Wealth Management | 6,339 | $449.0K | 0.19% | −669−9.5% | Reduced |
| Argent Trust Co | 6,377 | $451.0K | 0.03% | +53+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,383 | $452.0K | 0.04% | +1,056+19.8% | Added |
| Laurel Wealth Advisors, Inc. | 6,442 | $456.0K | 0.05% | +1,493+30.2% | Added |
| Paloma Partners Management Co | 6,452 | $457.0K | 0.05% | +6,352+6,352.0% | Added |
| Jackson Creek Investment Advisors LLC | 6,254 | $458.0K | 0.19% | −26−0.4% | Reduced |
| CoreCap Advisors, LLC | 6,488 | $459.0K | 0.04% | +6,488 | New |
| Allworth Financial LP | 6,579 | $466.0K | 0.01% | +30+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 6,632 | $469.0K | 0.07% | +586+9.7% | Added |
| IFP Advisors, Inc | 16,762 | $471.0K | 0.02% | −13,480−44.6% | Reduced |
| Quantinno Capital Management LP | 6,670 | $472.0K | 0.07% | +538+8.8% | Added |
| Two Sigma Investments, LP | 6,713 | $475.0K | 0.00% | −214,472−97.0% | Reduced |
| Veriti Management LLC | 6,721 | $476.0K | 0.07% | −1,447−17.7% | Reduced |
| Ground Swell Capital, LLC | 6,732 | $476.0K | 0.87% | +6,732 | New |
| West Family Investments, Inc. | 6,742 | $477.0K | 0.19% | −33−0.5% | Reduced |
| Colony Group LLC | 6,737 | $477.0K | 0.01% | +8+0.1% | Added |
| Centiva Capital, LP | 6,750 | $478.0K | 0.03% | +6,750 | New |
| Affiance Financial, LLC | 6,773 | $479.0K | 0.26% | −95−1.4% | Reduced |
| Gofen & Glossberg LLC | 6,795 | $481.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,834 | $484.0K | 0.03% | +620+10.0% | Added |
| Atria Wealth Solutions, Inc. | 6,897 | $488.0K | 0.01% | +3,810+123.4% | Added |
| Cigna Investments Inc | 6,931 | $490.0K | 0.10% | −2,455−26.2% | Reduced |
| Seven Springs Wealth Group, LLC | 6,967 | $493.0K | 0.25% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 7,032 | $498.0K | 0.10% | +1,127+19.1% | Added |
| Baker Tilly Wealth Management, LLC | 7,058 | $499.0K | 0.07% | +169+2.5% | Added |
| Rosenberg Matthew Hamilton | 6,877 | $500.0K | 0.19% | −128−1.8% | Reduced |
| Claraphi Advisory Network, LLC | 7,069 | $500.0K | 0.18% | +7,069 | New |
| Change Path, LLC | 7,109 | $503.0K | 0.03% | −221−3.0% | Reduced |
| HighMark Wealth Management LLC | 7,132 | $505.0K | 0.41% | −33−0.5% | Reduced |
| EP Wealth Advisors, LLC | 7,170 | $507.0K | 0.01% | +132+1.9% | Added |
| Ieq Capital, LLC | 7,193 | $509.0K | 0.02% | +839+13.2% | Added |
| Eudaimonia Partners, LLC | 7,214 | $510.0K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,451 | $527.0K | 0.03% | −199−2.6% | Reduced |
| SNS Financial Group, LLC | 7,440 | $530.0K | 0.07% | +170+2.3% | Added |
| CIBC World Markets Inc. | 7,507 | $531.0K | 0.00% | +7,507 | New |
| Sargent Bickham Lagudis LLC | 7,517 | $532.0K | 0.05% | +125+1.7% | Added |
| Thomas White International Ltd | 7,627 | $540.0K | 0.11% | 00.0% | Unchanged |
| SFMG, LLC | 7,674 | $543.0K | 0.06% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,719 | $546.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,747 | $548.0K | 0.05% | −75−1.0% | Reduced |
| Front Row Advisors LLC | 7,722 | $550.0K | 0.27% | 00.0% | Unchanged |
| Paragon Capital Management Inc | 7,835 | $554.4K | 0.56% | +7,835 | New |
| JSF Financial, LLC | 7,850 | $555.0K | 0.25% | +728+10.2% | Added |
| Checchi Capital Advisers, LLC | 7,682 | $562.0K | 0.06% | +988+14.8% | Added |
| Welch Group, LLC | 7,990 | $565.0K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,060 | $570.0K | 0.21% | −35−0.4% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $573.0K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 8,130 | $575.0K | 0.09% | −390−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,153 | $577.0K | 0.01% | −26,546−76.5% | Reduced |
| KCM Investment Advisors LLC | 8,215 | $581.0K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 8,222 | $582.0K | 0.05% | −393−4.6% | Reduced |
| National Asset Management, Inc. | 8,257 | $586.0K | 0.02% | −102−1.2% | Reduced |
| Old Second National Bank of Aurora | 8,298 | $587.0K | 0.16% | +4,319+108.5% | Added |
| Perigon Wealth Management, LLC | 8,349 | $591.0K | 0.05% | +852+11.4% | Added |
| Buckingham Strategic Wealth, LLC | 8,386 | $593.0K | 0.01% | +69+0.8% | Added |
| Lewis Capital Management, LLC | 8,442 | $597.0K | 0.85% | 00.0% | Unchanged |
| AIA Group Ltd | 8,430 | $597.0K | 0.03% | +7,425+738.8% | Added |
| Access Financial Services, Inc. | 8,486 | $600.0K | 0.34% | +40.0% | Added |
| NovaPoint Capital, LLC | 8,563 | $606.0K | 0.26% | +4,304+101.1% | Added |
| Regency Capital Management Inc. | 8,605 | $609.0K | 0.65% | −24,548−74.0% | Reduced |
| Sheets Smith Wealth Management | 8,679 | $614.0K | 0.10% | −5,001−36.6% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $614.0K | 0.30% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 8,688 | $615.0K | 0.34% | +993+12.9% | Added |
| Davenport & Co LLC | 8,721 | $617.0K | 0.01% | −73−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 8,942 | $633.0K | 0.05% | +8,942 | New |
| Central Trust Co | 8,961 | $634.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 9,099 | $647.0K | 0.01% | −1,606−15.0% | Reduced |
| Moody National Bank Trust Division | 9,275 | $656.0K | 0.07% | +5,033+118.6% | Added |
| Laraway Financial Inc | 9,290 | $658.0K | 0.70% | +10+0.1% | Added |
| Fiduciary Trust Co | 9,345 | $661.0K | 0.01% | −1,961−17.3% | Reduced |
| Gateway Investment Advisers LLC | 9,351 | $662.0K | 0.01% | +30+0.3% | Added |
| Stonebridge Capital Advisors LLC | 9,464 | $670.0K | 0.08% | −112−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 9,590 | $679.0K | 0.01% | −30−0.3% | Reduced |
| Meeder Asset Management Inc | 9,604 | $680.0K | 0.04% | +4,312+81.5% | Added |
| Signaturefd, LLC | 9,693 | $686.0K | 0.02% | +1,198+14.1% | Added |
| Carret Asset Management, LLC | 9,785 | $692.0K | 0.10% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,791 | $693.0K | 0.03% | −518−5.0% | Reduced |
| Sumitomo Life Insurance Co | 9,866 | $698.0K | 0.02% | +263+2.7% | Added |
| Farmers & Merchants Investments Inc | 9,895 | $700.0K | 0.03% | +200+2.1% | Added |
| American State Bank (Iowa) | 9,922 | $702.1K | 0.56% | 00.0% | Unchanged |
| Whittier Trust Co | 9,945 | $704.0K | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 10,092 | $714.0K | 0.16% | −210−2.0% | Reduced |
| Blueshift Asset Management, LLC | 10,153 | $718.0K | 0.12% | −27,431−73.0% | Reduced |