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 |
|---|---|---|---|---|---|
| Bokf, NA | 12,912 | $914.0K | 0.02% | −801−5.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 12,813 | $907.0K | 0.11% | +298+2.4% | Added |
| Finer Wealth Management, Inc. | 12,750 | $902.0K | 0.82% | 00.0% | Unchanged |
| Greenleaf Trust | 12,599 | $892.0K | 0.01% | −8,960−41.6% | Reduced |
| Vontobel Holding Ltd. | 12,680 | $890.0K | 0.01% | +1,298+11.4% | Added |
| Marks Group Wealth Management, Inc | 12,497 | $884.0K | 0.13% | +1,044+9.1% | Added |
| Advisors Management Group Inc | 12,402 | $878.0K | 0.31% | +64+0.5% | Added |
| Worldquant Millennium Advisors LLC | 12,345 | $874.0K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,183 | $862.0K | 0.07% | −184−1.5% | Reduced |
| Coastline Trust Co | 11,985 | $848.0K | 0.13% | +240+2.0% | Added |
| Global Retirement Partners, LLC | 11,933 | $844.0K | 0.07% | −26−0.2% | Reduced |
| KLCM Advisors, Inc. | 11,913 | $843.0K | 0.19% | +63+0.5% | Added |
| HighPoint Advisor Group LLC | 11,691 | $830.0K | 0.09% | +11,691 | New |
| 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 |
| Chronos Wealth Management, LLC | 11,491 | $813.0K | 0.61% | 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 |
| Bard Financial Services, Inc. | 11,375 | $805.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| 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 |
| Old National Bancorp | 11,281 | $798.0K | 0.03% | +11,281 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,262 | $797.0K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 11,172 | $791.0K | 0.55% | +1,552+16.1% | Added |
| Banque Pictet & Cie SA | 11,119 | $787.0K | 0.01% | −2,449−18.0% | Reduced |
| Savant Capital, LLC | 11,066 | $783.0K | 0.02% | +232+2.1% | Added |
| Orion Portfolio Solutions, LLC | 11,040 | $781.0K | 0.03% | −661−5.6% | Reduced |
| Jupiter Asset Management Ltd | 10,949 | $775.0K | 0.01% | +10,949 | New |
| TownSquare Capital, LLC | 10,898 | $771.0K | 0.02% | −7,937−42.1% | Reduced |
| Empirical Finance, LLC | 10,836 | $767.0K | 0.10% | +588+5.7% | Added |
| O'Brien Greene & Co. Inc | 10,813 | $765.0K | 0.29% | 00.0% | Unchanged |
| Bell Bank | 10,779 | $763.0K | 0.09% | +2,272+26.7% | Added |
| SC&H Financial Advisors, Inc. | 10,762 | $762.0K | 0.36% | +2,890+36.7% | Added |
| Advisory Services Network, LLC | 10,693 | $756.0K | 0.03% | +213+2.0% | 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 |
| 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 |
| Exchange Traded Concepts, LLC | 10,571 | $748.0K | 0.02% | +752+7.7% | Added |
| Cahill Financial Advisors Inc | 10,496 | $743.0K | 0.16% | +11+0.1% | Added |
| Shaker Investments LLC | 10,372 | $734.0K | 0.47% | +10,372 | New |
| Amarillo National Bank | 10,320 | $730.0K | 0.16% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,153 | $718.0K | 0.12% | −27,431−73.0% | Reduced |
| First National Bank & Trust Co of Newtown | 10,092 | $714.0K | 0.16% | −210−2.0% | Reduced |
| Whittier Trust Co | 9,945 | $704.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,922 | $702.1K | 0.56% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9,895 | $700.0K | 0.03% | +200+2.1% | Added |
| Sumitomo Life Insurance Co | 9,866 | $698.0K | 0.02% | +263+2.7% | Added |
| FineMark National Bank & Trust | 9,791 | $693.0K | 0.03% | −518−5.0% | Reduced |
| Carret Asset Management, LLC | 9,785 | $692.0K | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,693 | $686.0K | 0.02% | +1,198+14.1% | Added |
| Meeder Asset Management Inc | 9,604 | $680.0K | 0.04% | +4,312+81.5% | Added |
| Avantax Advisory Services, Inc. | 9,590 | $679.0K | 0.01% | −30−0.3% | Reduced |
| Stonebridge Capital Advisors LLC | 9,464 | $670.0K | 0.08% | −112−1.2% | Reduced |
| Gateway Investment Advisers LLC | 9,351 | $662.0K | 0.01% | +30+0.3% | Added |
| Fiduciary Trust Co | 9,345 | $661.0K | 0.01% | −1,961−17.3% | Reduced |
| Laraway Financial Inc | 9,290 | $658.0K | 0.70% | +10+0.1% | Added |
| Moody National Bank Trust Division | 9,275 | $656.0K | 0.07% | +5,033+118.6% | Added |
| Cresset Asset Management, LLC | 9,099 | $647.0K | 0.01% | −1,606−15.0% | Reduced |
| Central Trust Co | 8,961 | $634.0K | 0.02% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 8,942 | $633.0K | 0.05% | +8,942 | New |
| Davenport & Co LLC | 8,721 | $617.0K | 0.01% | −73−0.8% | Reduced |
| Bigelow Investment Advisors, LLC | 8,688 | $615.0K | 0.34% | +993+12.9% | Added |
| 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 |
| Regency Capital Management Inc. | 8,605 | $609.0K | 0.65% | −24,548−74.0% | Reduced |
| NovaPoint Capital, LLC | 8,563 | $606.0K | 0.26% | +4,304+101.1% | Added |
| Access Financial Services, Inc. | 8,486 | $600.0K | 0.34% | +40.0% | 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 |
| Buckingham Strategic Wealth, LLC | 8,386 | $593.0K | 0.01% | +69+0.8% | Added |
| Perigon Wealth Management, LLC | 8,349 | $591.0K | 0.05% | +852+11.4% | Added |
| Old Second National Bank of Aurora | 8,298 | $587.0K | 0.16% | +4,319+108.5% | Added |
| National Asset Management, Inc. | 8,257 | $586.0K | 0.02% | −102−1.2% | Reduced |
| Charter Trust Co | 8,222 | $582.0K | 0.05% | −393−4.6% | Reduced |
| KCM Investment Advisors LLC | 8,215 | $581.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,153 | $577.0K | 0.01% | −26,546−76.5% | Reduced |
| Metis Global Partners, LLC | 8,130 | $575.0K | 0.09% | −390−4.6% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $573.0K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,060 | $570.0K | 0.21% | −35−0.4% | Reduced |
| Welch Group, LLC | 7,990 | $565.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 7,682 | $562.0K | 0.06% | +988+14.8% | Added |
| JSF Financial, LLC | 7,850 | $555.0K | 0.25% | +728+10.2% | Added |
| Paragon Capital Management Inc | 7,835 | $554.4K | 0.56% | +7,835 | New |
| Front Row Advisors LLC | 7,722 | $550.0K | 0.27% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,747 | $548.0K | 0.05% | −75−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 7,719 | $546.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 7,674 | $543.0K | 0.06% | 00.0% | Unchanged |
| Thomas White International Ltd | 7,627 | $540.0K | 0.11% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 7,517 | $532.0K | 0.05% | +125+1.7% | Added |
| CIBC World Markets Inc. | 7,507 | $531.0K | 0.00% | +7,507 | New |
| SNS Financial Group, LLC | 7,440 | $530.0K | 0.07% | +170+2.3% | Added |
| Mutual Advisors, LLC | 7,451 | $527.0K | 0.03% | −199−2.6% | Reduced |
| Eudaimonia Partners, LLC | 7,214 | $510.0K | 0.09% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,193 | $509.0K | 0.02% | +839+13.2% | Added |
| EP Wealth Advisors, LLC | 7,170 | $507.0K | 0.01% | +132+1.9% | Added |
| HighMark Wealth Management LLC | 7,132 | $505.0K | 0.41% | −33−0.5% | Reduced |
| Change Path, LLC | 7,109 | $503.0K | 0.03% | −221−3.0% | Reduced |