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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 10,320 | $730.0K | 0.16% | 00.0% | Unchanged |
| Shaker Investments LLC | 10,372 | $734.0K | 0.47% | +10,372 | New |
| Cahill Financial Advisors Inc | 10,496 | $743.0K | 0.16% | +11+0.1% | Added |
| Exchange Traded Concepts, LLC | 10,571 | $748.0K | 0.02% | +752+7.7% | Added |
| Moors & Cabot, Inc. | 10,627 | $752.0K | 0.05% | −337−3.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,622 | $752.0K | 0.04% | +106+1.0% | Added |
| First Hawaiian Bank | 10,641 | $753.0K | 0.03% | +1,170+12.4% | Added |
| Balentine LLC | 10,635 | $753.0K | 0.03% | +3,620+51.6% | Added |
| Advisory Services Network, LLC | 10,693 | $756.0K | 0.03% | +213+2.0% | Added |
| SC&H Financial Advisors, Inc. | 10,762 | $762.0K | 0.36% | +2,890+36.7% | Added |
| Bell Bank | 10,779 | $763.0K | 0.09% | +2,272+26.7% | Added |
| O'Brien Greene & Co. Inc | 10,813 | $765.0K | 0.29% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,836 | $767.0K | 0.10% | +588+5.7% | Added |
| TownSquare Capital, LLC | 10,898 | $771.0K | 0.02% | −7,937−42.1% | Reduced |
| Jupiter Asset Management Ltd | 10,949 | $775.0K | 0.01% | +10,949 | New |
| Orion Portfolio Solutions, LLC | 11,040 | $781.0K | 0.03% | −661−5.6% | Reduced |
| Savant Capital, LLC | 11,066 | $783.0K | 0.02% | +232+2.1% | Added |
| Banque Pictet & Cie SA | 11,119 | $787.0K | 0.01% | −2,449−18.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,172 | $791.0K | 0.55% | +1,552+16.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,262 | $797.0K | 0.01% | 00.0% | Unchanged |
| Old National Bancorp | 11,281 | $798.0K | 0.03% | +11,281 | New |
| Tradition Wealth Management, LLC | 11,301 | $800.0K | 0.12% | +371+3.4% | Added |
| Prospera Financial Services Inc | 11,309 | $800.0K | 0.04% | +1,888+20.0% | Added |
| PrairieView Partners, LLC | 11,362 | $804.0K | 0.13% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $804.0K | 0.22% | +2,136+23.1% | Added |
| Bard Financial Services, Inc. | 11,375 | $805.0K | 0.07% | 00.0% | Unchanged |
| Old Port Advisors | 11,537 | $806.0K | 0.31% | −65−0.6% | Reduced |
| Prelude Capital Management, LLC | 11,388 | $806.0K | 0.04% | +11,388 | New |
| Chronos Wealth Management, LLC | 11,491 | $813.0K | 0.61% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 11,648 | $824.0K | 0.03% | −1,055−8.3% | Reduced |
| Wambolt & Associates, LLC | 11,648 | $824.0K | 0.33% | −40−0.3% | Reduced |
| HighPoint Advisor Group LLC | 11,691 | $830.0K | 0.09% | +11,691 | New |
| KLCM Advisors, Inc. | 11,913 | $843.0K | 0.19% | +63+0.5% | Added |
| Global Retirement Partners, LLC | 11,933 | $844.0K | 0.07% | −26−0.2% | Reduced |
| Coastline Trust Co | 11,985 | $848.0K | 0.13% | +240+2.0% | Added |
| Apollon Wealth Management, LLC | 12,183 | $862.0K | 0.07% | −184−1.5% | Reduced |
| Worldquant Millennium Advisors LLC | 12,345 | $874.0K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 12,402 | $878.0K | 0.31% | +64+0.5% | Added |
| Marks Group Wealth Management, Inc | 12,497 | $884.0K | 0.13% | +1,044+9.1% | Added |
| Vontobel Holding Ltd. | 12,680 | $890.0K | 0.01% | +1,298+11.4% | Added |
| Greenleaf Trust | 12,599 | $892.0K | 0.01% | −8,960−41.6% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $902.0K | 0.82% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 12,813 | $907.0K | 0.11% | +298+2.4% | Added |
| Bokf, NA | 12,912 | $914.0K | 0.02% | −801−5.8% | Reduced |
| Kenfarb & Co. | 12,885 | $930.0K | 0.74% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 13,177 | $932.0K | 0.00% | +2,359+21.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,750 | $937.0K | 0.56% | −15−0.1% | Reduced |
| AGF Investments LLC | 13,275 | $939.0K | 0.09% | +689+5.5% | Added |
| MML Investors Services, LLC | 13,423 | $950.0K | 0.01% | −11,101−45.3% | Reduced |
| Aveo Capital Partners, LLC | 13,540 | $958.0K | 0.16% | +3,435+34.0% | Added |
| Advocate Group LLC | 13,581 | $961.0K | 0.22% | +13,581 | New |
| Venturi Wealth Management, LLC | 13,606 | $963.0K | 0.09% | −300−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 13,706 | $970.0K | 0.05% | +695+5.3% | Added |
| DeDora Capital, Inc. | 13,742 | $972.0K | 0.49% | +4,849+54.5% | Added |
| Asset Dedication, LLC | 13,706 | $974.0K | 0.14% | +1,617+13.4% | Added |
| Telemus Capital, LLC | 13,873 | $982.0K | 0.10% | +2,078+17.6% | Added |
| Coldstream Capital Management Inc | 13,929 | $985.0K | 0.04% | +508+3.8% | Added |
| Roosevelt Investment Group LLC | 14,100 | $998.0K | 0.07% | −271−1.9% | Reduced |
| Everence Capital Management Inc | 14,114 | $999.0K | 0.09% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 14,195 | $1.00M | 0.28% | +129+0.9% | Added |
| SRS Capital Advisors, Inc. | 14,242 | $1.01M | 0.15% | +28+0.2% | Added |
| F3Logic, LLC | 14,280 | $1.01M | 0.18% | −15−0.1% | Reduced |
| RSM US Wealth Management LLC | 14,319 | $1.01M | 0.06% | +1,989+16.1% | Added |
| Accredited Investors Inc. | 14,601 | $1.03M | 0.12% | −293−2.0% | Reduced |
| Corient Capital Partners, LLC | 14,598 | $1.03M | 0.08% | +967+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 14,624 | $1.03M | 0.02% | +3,539+31.9% | Added |
| Dearborn Partners LLC | 14,941 | $1.06M | 0.04% | −420,916−96.6% | Reduced |
| Glenmede Trust Co NA | 14,966 | $1.06M | 0.01% | −1,594−9.6% | Reduced |
| First Foundation Advisors | 15,140 | $1.07M | 0.05% | +15,140 | New |
| Dorsey & Whitney Trust CO LLC | 15,238 | $1.08M | 0.11% | −1,508−9.0% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.10M | 1.31% | 00.0% | Unchanged |
| Veritable, L.P. | 15,749 | $1.11M | 0.02% | +4,422+39.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.15M | 0.19% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,261 | $1.15M | 1.01% | +30.0% | Added |
| WealthTrust Axiom LLC | 16,351 | $1.16M | 0.41% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 16,347 | $1.16M | 0.17% | −118−0.7% | Reduced |
| Harbour Investments, Inc. | 16,576 | $1.17M | 0.08% | +16,576 | New |
| Western Wealth Management, LLC | 16,695 | $1.17M | 0.07% | +666+4.2% | Added |
| Carlson Capital Management | 16,616 | $1.18M | 0.10% | −898−5.1% | Reduced |
| South Dakota Investment Council | 16,964 | $1.20M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 17,003 | $1.20M | 0.02% | −2,069−10.8% | Reduced |
| Toews Corp | 17,000 | $1.20M | 0.80% | +11,400+203.6% | Added |
| Cypress Capital Group | 17,185 | $1.22M | 0.19% | −1,000−5.5% | Reduced |
| Stillwater Investment Management, LLC | 17,432 | $1.23M | 0.36% | +112+0.6% | Added |
| Simplex Trading, LLC | 17,463 | $1.24M | 0.04% | +17,463 | New |
| BerganKDV Wealth Management, LLC | 17,506 | $1.24M | 0.14% | +5,185+42.1% | Added |
| Trexquant Investment LP | 17,662 | $1.25M | 0.06% | +17,662 | New |
| Advisors Preferred, LLC | 17,728 | $1.25M | 0.33% | +17,728 | New |
| Illinois Municipal Retirement Fund | 18,285 | $1.29M | 0.03% | +8,444+85.8% | Added |
| Verition Fund Management LLC | 18,303 | $1.29M | 0.03% | −10,491−36.4% | Reduced |
| First Western Trust Bank | 18,446 | $1.29M | 0.09% | −41−0.2% | Reduced |
| Hotaling Investment Management, LLC | 18,587 | $1.31M | 0.57% | −80.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,608 | $1.32M | 0.12% | +2,708+17.0% | Added |
| Sigma Planning Corp | 18,701 | $1.32M | 0.05% | +2,179+13.2% | Added |
| 17 Capital Partners, LLC | 19,221 | $1.36M | 1.72% | 00.0% | Unchanged |
| Tiaa, FSB | 19,233 | $1.36M | 0.01% | −1,118−5.5% | Reduced |
| Ameritas Investment Partners, Inc. | 19,413 | $1.37M | 0.06% | −247−1.3% | Reduced |
| Pearl River Capital, LLC | 19,411 | $1.37M | 0.32% | +19,411 | New |
| Regions Financial Corp | 19,470 | $1.38M | 0.01% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 19,730 | $1.40M | 0.85% | −641−3.1% | Reduced |