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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 157 | $11.0K | 0.01% | −6,342−97.6% | Reduced |
| Horan Securities, Inc. | 164 | $11.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 144 | $10.0K | 0.00% | +29+25.2% | Added |
| Pittenger & Anderson Inc | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 121 | $9.00K | 0.00% | +1+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 127 | $9.00K | 0.01% | +1+0.8% | Added |
| Curi Capital | 133 | $9.00K | 0.00% | +100+303.0% | Added |
| Cribstone Capital Management, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 108 | $7.64K | 0.00% | +100+1,250.0% | Added |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 67 | $5.00K | 0.00% | +1+1.5% | Added |
| Schubert & Co | 73 | $5.00K | 0.00% | +36+97.3% | Added |
| Tortoise Investment Management, LLC | 74 | $5.00K | 0.00% | +74 | New |
| West Paces Advisors Inc. | 66 | $4.67K | 0.00% | −11−14.3% | Reduced |
| Raffa Wealth Management, LLC | 57 | $4.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 56 | $4.00K | 0.00% | −62−52.5% | Reduced |
| Focused Wealth Management, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 50 | $4.00K | 0.00% | +50 | New |
| Horizons Wealth Management | 48 | $4.00K | 0.00% | +48 | New |
| Oakworth Capital, Inc. | 40 | $3.00K | 0.00% | −229−85.1% | Reduced |
| MCF Advisors LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 38 | $3.00K | 0.00% | +5+15.2% | Added |
| Activest Wealth Management | 47 | $3.00K | 0.00% | +47 | New |
| Bell Investment Advisors, Inc | 41 | $3.00K | 0.00% | +41 | New |
| Loomis Sayles & Co L P | 26 | $2.00K | 0.00% | −55−67.9% | Reduced |
| Beacon Capital Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.06K | 0.00% | +15 | New |
| Siena Capital LLC | 8 | $1.00K | 0.00% | −94−92.2% | Reduced |
| Northwest Investment Counselors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Tfo-TDC, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Heritage Financial Services, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| WestEnd Advisors, LLC | 6 | $424 | 0.00% | +6 | New |
| Dark Forest Capital Management LP | 6 | $0 | 0.00% | −293−98.0% | Reduced |
| Logan Capital Management Inc | 7 | $0 | 0.00% | +7 | New |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −357,209−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −209,238−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −115,495−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −92,673−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −87,700−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −78,037−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −77,333−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −67,233−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −63,872−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −58,034−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −57,812−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,583−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −27,142−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,144−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,332−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −19,838−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −18,664−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,390−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,178−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −79,820−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −12,863−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,136−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −8,576−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −7,045−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −6,429−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,205−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −6,139−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,101−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −5,098−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −4,961−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,946−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,866−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,043−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −2,558−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,926−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |