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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 30,231 | $2.14M | 0.00% | −8,787−22.5% | Reduced |
| Central Bank & Trust Co | 30,035 | $2.13M | 0.43% | −87−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 29,988 | $2.12M | 0.10% | +664+2.3% | Added |
| New Mexico Educational Retirement Board | 29,878 | $2.11M | 0.10% | −1,400−4.5% | Reduced |
| Geneos Wealth Management Inc. | 29,111 | $2.11M | 0.10% | +8,636+42.2% | Added |
| NorthRock Partners, LLC | 29,755 | $2.10M | 0.22% | +20,271+213.7% | Added |
| First Bank & Trust | 29,729 | $2.10M | 0.68% | +701+2.4% | Added |
| Icon Advisers Inc | 29,600 | $2.09M | 0.48% | −6,200−17.3% | Reduced |
| Keybank National Association | 29,529 | $2.09M | 0.01% | +4,544+18.2% | Added |
| Harvest Volatility Management LLC | 29,509 | $2.09M | 0.34% | −3,589−10.8% | Reduced |
| Regentatlantic Capital LLC | 26,729 | $1.89M | 0.06% | −95−0.4% | Reduced |
| Neuberger Berman Group LLC | 26,001 | $1.84M | 0.00% | +1,757+7.2% | Added |
| Assetmark, Inc | 25,974 | $1.84M | 0.01% | +11,870+84.2% | Added |
| Bremer Bank National Association | 25,962 | $1.84M | 0.35% | −5,000−16.1% | Reduced |
| Credit Agricole S A | 25,723 | $1.82M | 0.07% | +6,939+36.9% | Added |
| Virtus ETF Advisers LLC | 25,598 | $1.81M | 0.67% | +1,643+6.9% | Added |
| NatWest Group plc | 25,457 | $1.80M | 1.02% | +860+3.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,158 | $1.78M | 0.11% | +3,915+18.4% | Added |
| D. E. Shaw & Co., Inc. | 24,846 | $1.76M | 0.00% | −99,545−80.0% | Reduced |
| Engineers Gate Manager LP | 24,805 | $1.75M | 0.06% | −78,363−76.0% | Reduced |
| Ropes Wealth Advisors LLC | 24,762 | $1.75M | 0.36% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 24,175 | $1.71M | 0.05% | −75,284−75.7% | Reduced |
| White Pine Capital LLC | 24,145 | $1.71M | 0.67% | −1,325−5.2% | Reduced |
| Townsend & Associates, Inc | 24,451 | $1.71M | 0.79% | +124+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,923 | $1.69M | 0.04% | +176+0.7% | Added |
| Peak Financial Advisors LLC | 23,464 | $1.66M | 1.64% | +23,464 | New |
| JustInvest LLC | 23,243 | $1.65M | 0.08% | +4,705+25.4% | Added |
| Advisor Partners LLC | 23,087 | $1.63M | 0.11% | +1,282+5.9% | Added |
| Cetera Investment Advisers | 23,084 | $1.63M | 0.03% | −10,507−31.3% | Reduced |
| CWM, LLC | 22,970 | $1.63M | 0.01% | +2,791+13.8% | Added |
| Sante Capital Fund, LP | 22,236 | $1.57M | 5.72% | −1,176−5.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,150 | $1.57M | 0.00% | −4,812−17.8% | Reduced |
| Cetera Advisors LLC | 22,084 | $1.56M | 0.04% | +13,309+151.7% | Added |
| Stephens Inc | 22,004 | $1.56M | 0.03% | −371−1.7% | Reduced |
| Teza Capital Management LLC | 21,997 | $1.56M | 0.60% | +704+3.3% | Added |
| Advisors Asset Management, Inc. | 21,989 | $1.56M | 0.03% | +21,989 | New |
| Oppenheimer & Co Inc | 21,775 | $1.54M | 0.03% | +472+2.2% | Added |
| National Bank of Canada | 21,134 | $1.53M | 0.01% | −104,638−83.2% | Reduced |
| D.A. Davidson & Co. | 21,329 | $1.51M | 0.02% | −786−3.6% | Reduced |
| Huntington National Bank | 21,297 | $1.51M | 0.02% | +924+4.5% | Added |
| Dean Investment Associates, LLC | 21,146 | $1.50M | 0.29% | −256−1.2% | Reduced |
| Costello Asset Management, INC | 21,054 | $1.49M | 1.29% | −256−1.2% | Reduced |
| Quadrature Capital Ltd | 19,873 | $1.41M | 0.06% | +9,106+84.6% | Added |
| Valtinson Bruner Financial Planning LLC | 19,730 | $1.40M | 0.85% | −641−3.1% | Reduced |
| United Services Automobile Association | 19,722 | $1.40M | 0.04% | +19,722 | New |
| Regions Financial Corp | 19,470 | $1.38M | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 19,411 | $1.37M | 0.32% | +19,411 | New |
| Ameritas Investment Partners, Inc. | 19,413 | $1.37M | 0.06% | −247−1.3% | Reduced |
| Tiaa, FSB | 19,233 | $1.36M | 0.01% | −1,118−5.5% | Reduced |
| 17 Capital Partners, LLC | 19,221 | $1.36M | 1.72% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,701 | $1.32M | 0.05% | +2,179+13.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 18,608 | $1.32M | 0.12% | +2,708+17.0% | Added |
| Hotaling Investment Management, LLC | 18,587 | $1.31M | 0.57% | −80.0% | Reduced |
| 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 |
| Illinois Municipal Retirement Fund | 18,285 | $1.29M | 0.03% | +8,444+85.8% | Added |
| Advisors Preferred, LLC | 17,728 | $1.25M | 0.33% | +17,728 | New |
| Trexquant Investment LP | 17,662 | $1.25M | 0.06% | +17,662 | New |
| BerganKDV Wealth Management, LLC | 17,506 | $1.24M | 0.14% | +5,185+42.1% | Added |
| Simplex Trading, LLC | 17,463 | $1.24M | 0.04% | +17,463 | New |
| Stillwater Investment Management, LLC | 17,432 | $1.23M | 0.36% | +112+0.6% | Added |
| Cypress Capital Group | 17,185 | $1.22M | 0.19% | −1,000−5.5% | Reduced |
| 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 |
| South Dakota Investment Council | 16,964 | $1.20M | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 16,616 | $1.18M | 0.10% | −898−5.1% | Reduced |
| Western Wealth Management, LLC | 16,695 | $1.17M | 0.07% | +666+4.2% | Added |
| Harbour Investments, Inc. | 16,576 | $1.17M | 0.08% | +16,576 | New |
| Berger Financial Group, Inc | 16,347 | $1.16M | 0.17% | −118−0.7% | Reduced |
| WealthTrust Axiom LLC | 16,351 | $1.16M | 0.41% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,261 | $1.15M | 1.01% | +30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.15M | 0.19% | 00.0% | Unchanged |
| Veritable, L.P. | 15,749 | $1.11M | 0.02% | +4,422+39.0% | Added |
| Enhancing Capital LLC | 15,500 | $1.10M | 1.31% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 15,238 | $1.08M | 0.11% | −1,508−9.0% | Reduced |
| First Foundation Advisors | 15,140 | $1.07M | 0.05% | +15,140 | New |
| Glenmede Trust Co NA | 14,966 | $1.06M | 0.01% | −1,594−9.6% | Reduced |
| Dearborn Partners LLC | 14,941 | $1.06M | 0.04% | −420,916−96.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,624 | $1.03M | 0.02% | +3,539+31.9% | 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 |
| RSM US Wealth Management LLC | 14,319 | $1.01M | 0.06% | +1,989+16.1% | Added |
| F3Logic, LLC | 14,280 | $1.01M | 0.18% | −15−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 14,242 | $1.01M | 0.15% | +28+0.2% | Added |
| Kesler, Norman & Wride, LLC | 14,195 | $1.00M | 0.28% | +129+0.9% | Added |
| Everence Capital Management Inc | 14,114 | $999.0K | 0.09% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 14,100 | $998.0K | 0.07% | −271−1.9% | Reduced |
| Coldstream Capital Management Inc | 13,929 | $985.0K | 0.04% | +508+3.8% | Added |
| Telemus Capital, LLC | 13,873 | $982.0K | 0.10% | +2,078+17.6% | Added |
| Asset Dedication, LLC | 13,706 | $974.0K | 0.14% | +1,617+13.4% | Added |
| DeDora Capital, Inc. | 13,742 | $972.0K | 0.49% | +4,849+54.5% | Added |
| Great Valley Advisor Group, Inc. | 13,706 | $970.0K | 0.05% | +695+5.3% | Added |
| Venturi Wealth Management, LLC | 13,606 | $963.0K | 0.09% | −300−2.2% | Reduced |
| Advocate Group LLC | 13,581 | $961.0K | 0.22% | +13,581 | New |
| Aveo Capital Partners, LLC | 13,540 | $958.0K | 0.16% | +3,435+34.0% | Added |
| MML Investors Services, LLC | 13,423 | $950.0K | 0.01% | −11,101−45.3% | Reduced |
| AGF Investments LLC | 13,275 | $939.0K | 0.09% | +689+5.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,750 | $937.0K | 0.56% | −15−0.1% | Reduced |
| Assenagon Asset Management S.A. | 13,177 | $932.0K | 0.00% | +2,359+21.8% | Added |
| Kenfarb & Co. | 12,885 | $930.0K | 0.74% | 00.0% | Unchanged |