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 |
|---|---|---|---|---|---|
| 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 |
| Baker Tilly Wealth Management, LLC | 7,058 | $499.0K | 0.07% | +169+2.5% | Added |
| International Assets Investment Management, LLC | 7,032 | $498.0K | 0.10% | +1,127+19.1% | Added |
| Seven Springs Wealth Group, LLC | 6,967 | $493.0K | 0.25% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,931 | $490.0K | 0.10% | −2,455−26.2% | Reduced |
| Atria Wealth Solutions, Inc. | 6,897 | $488.0K | 0.01% | +3,810+123.4% | Added |
| Wetherby Asset Management Inc | 6,834 | $484.0K | 0.03% | +620+10.0% | Added |
| Gofen & Glossberg LLC | 6,795 | $481.0K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 6,773 | $479.0K | 0.26% | −95−1.4% | Reduced |
| Centiva Capital, LP | 6,750 | $478.0K | 0.03% | +6,750 | 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 |
| 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 |
| Two Sigma Investments, LP | 6,713 | $475.0K | 0.00% | −214,472−97.0% | Reduced |
| Quantinno Capital Management LP | 6,670 | $472.0K | 0.07% | +538+8.8% | Added |
| IFP Advisors, Inc | 16,762 | $471.0K | 0.02% | −13,480−44.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,632 | $469.0K | 0.07% | +586+9.7% | Added |
| Allworth Financial LP | 6,579 | $466.0K | 0.01% | +30+0.5% | Added |
| CoreCap Advisors, LLC | 6,488 | $459.0K | 0.04% | +6,488 | New |
| Jackson Creek Investment Advisors LLC | 6,254 | $458.0K | 0.19% | −26−0.4% | Reduced |
| Paloma Partners Management Co | 6,452 | $457.0K | 0.05% | +6,352+6,352.0% | Added |
| Laurel Wealth Advisors, Inc. | 6,442 | $456.0K | 0.05% | +1,493+30.2% | Added |
| Tokio Marine Asset Management Co Ltd | 6,383 | $452.0K | 0.04% | +1,056+19.8% | Added |
| Argent Trust Co | 6,377 | $451.0K | 0.03% | +53+0.8% | Added |
| Chesapeake Wealth Management | 6,339 | $449.0K | 0.19% | −669−9.5% | Reduced |
| Proequities, Inc. | 6,283 | $448.0K | 0.04% | +1,253+24.9% | Added |
| Trillium Asset Management, LLC | 6,322 | $447.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Toroso Investments, LLC | 6,228 | $441.0K | 0.02% | −1,032−14.2% | Reduced |
| Ingalls & Snyder LLC | 6,208 | $439.0K | 0.02% | +1,550+33.3% | Added |
| FSB Premier Wealth Management, Inc. | 6,176 | $437.0K | 0.24% | +139+2.3% | Added |
| Heritage Trust Co | 6,161 | $436.0K | 0.07% | −175−2.8% | Reduced |
| Harbour Investment Management LLC | 6,147 | $435.0K | 0.26% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 6,086 | $431.0K | 0.02% | +2,083+52.0% | Added |
| Bessemer Group Inc | 5,952 | $421.0K | 0.00% | +173+3.0% | Added |
| KerberRose Wealth Management, LLC | 5,911 | $418.0K | 0.34% | +5,911 | New |
| Corundum Group, Inc. | 5,896 | $417.0K | 0.28% | +193+3.4% | Added |
| Park Avenue Securities LLC | 5,875 | $416.0K | 0.01% | +1,024+21.1% | Added |
| Centre Asset Management, LLC | 5,870 | $415.0K | 0.11% | −85−1.4% | Reduced |
| Clarius Group, LLC | 5,862 | $415.0K | 0.04% | +245+4.4% | Added |
| WESPAC Advisors, LLC | 5,853 | $414.0K | 0.32% | +1,023+21.2% | Added |
| Alley Investment Management Company, LLC | 5,821 | $412.0K | 0.08% | −380−6.1% | Reduced |
| Lifeworks Advisors, LLC | 5,812 | $411.0K | 0.26% | +2,275+64.3% | Added |
| RDA Financial Network | 5,779 | $409.0K | 0.21% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 5,767 | $408.0K | 0.52% | −221−3.7% | Reduced |
| Conning Inc. | 5,761 | $408.0K | 0.01% | −15−0.3% | Reduced |
| Atom Investors LP | 5,717 | $405.0K | 0.18% | +5,717 | New |
| Federated Hermes, Inc. | 5,668 | $401.0K | 0.00% | +1,185+26.4% | Added |
| Johnson Midwest Financial, LLC | 5,641 | $399.0K | 0.54% | +10+0.2% | Added |
| AXA S.A. | 5,609 | $396.9K | 0.00% | +5,609 | New |
| Calamos Wealth Management LLC | 5,511 | $390.0K | 0.03% | −148−2.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,500 | $389.0K | 0.27% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,499 | $389.0K | 0.10% | +940+20.6% | Added |
| FDx Advisors, Inc. | 5,482 | $388.0K | 0.01% | −5,875−51.7% | Reduced |
| Adviser Investments LLC | 5,469 | $387.0K | 0.03% | +639+13.2% | Added |
| TD Private Client Wealth LLC | 5,454 | $385.9K | 0.02% | −818−13.0% | Reduced |
| HB Wealth Management, LLC | 5,429 | $384.0K | 0.01% | −212−3.8% | Reduced |
| Hills Bank & Trust Co | 5,437 | $384.0K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,417 | $383.0K | 0.04% | −3,618−40.0% | Reduced |
| James Hambro & Partners | 5,400 | $382.0K | 0.03% | 00.0% | Unchanged |
| Resolution Capital Ltd | 5,350 | $379.0K | 0.01% | −1,820−25.4% | Reduced |
| Sharkey, Howes & Javer | 5,363 | $379.0K | 0.09% | +15+0.3% | Added |
| Stevens Capital Management LP | 5,247 | $371.0K | 0.26% | −20,154−79.3% | Reduced |
| Larson Financial Group LLC | 5,241 | $371.0K | 0.06% | +25+0.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $370.0K | 0.08% | +1,200+29.8% | Added |
| Headinvest, LLC | 5,217 | $369.0K | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 5,181 | $367.0K | 0.01% | −6,840−56.9% | Reduced |
| Kozak & Associates, Inc. | 5,178 | $366.0K | 0.24% | +17+0.3% | Added |
| Parallel Advisors, LLC | 5,124 | $363.0K | 0.02% | +68+1.3% | Added |
| Resources Investment Advisors, LLC. | 5,121 | $362.0K | 0.02% | −3,357−39.6% | Reduced |
| Axxcess Wealth Management, LLC | 5,119 | $362.0K | 0.04% | −820−13.8% | Reduced |
| Peak Asset Management, LLC | 5,111 | $362.0K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,110 | $362.0K | 0.01% | +1,135+28.6% | Added |
| North Point Portfolio Managers Corp | 5,096 | $361.0K | 0.06% | −50−1.0% | Reduced |
| Personal Cfo Solutions, LLC | 5,100 | $361.0K | 0.08% | +470+10.2% | Added |
| Soltis Investment Advisors LLC | 5,104 | $361.0K | 0.05% | +703+16.0% | Added |
| AlphaStar Capital Management, LLC | 5,096 | $361.0K | 0.03% | +5,096 | New |
| Symphony Financial, Ltd. Co. | 5,088 | $357.0K | 0.11% | −392−7.2% | Reduced |
| Schnieders Capital Management LLC | 5,048 | $357.0K | 0.11% | −600−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,013 | $355.0K | 0.09% | −356−6.6% | Reduced |
| ASB Consultores, LLC | 5,001 | $354.0K | 0.15% | −954−16.0% | Reduced |
| Avestar Capital, LLC | 4,972 | $352.0K | 0.10% | +806+19.3% | Added |
| Kingsview Wealth Management, LLC | 4,957 | $351.0K | 0.02% | −28−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 4,942 | $350.0K | 0.02% | −175−3.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,934 | $349.1K | 0.11% | +4,934 | New |
| Eastern Bank | 4,929 | $348.0K | 0.02% | −23−0.5% | Reduced |
| Abbrea Capital, LLC | 4,874 | $347.0K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,901 | $347.0K | 0.07% | +1,066+27.8% | Added |
| Venture Visionary Partners LLC | 4,901 | $346.8K | 0.03% | +343+7.5% | Added |
| Umb Bank N A | 4,889 | $346.0K | 0.01% | −13,281−73.1% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $346.0K | 0.03% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,863 | $344.0K | 0.01% | +63+1.3% | Added |
| Castle Rock Wealth Management, LLC | 4,915 | $342.0K | 0.17% | 00.0% | Unchanged |