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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 4,824 | $341.0K | 0.01% | −1,062−18.0% | Reduced |
| Montag A & Associates Inc | 4,754 | $339.0K | 0.02% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,462 | $335.0K | 0.13% | +4,462 | New |
| Capital Investment Advisors, LLC | 4,726 | $334.0K | 0.01% | +15+0.3% | Added |
| Eqis Capital Management, Inc. | 4,702 | $332.7K | 0.04% | −8,372−64.0% | Reduced |
| First Heartland Consultants, Inc. | 4,671 | $330.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,743 | $330.0K | 0.01% | +1,592+50.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,629 | $328.0K | 0.01% | +1,556+50.6% | Added |
| First Horizon Advisors, Inc. | 4,619 | $326.0K | 0.01% | +262+6.0% | Added |
| Walleye Trading LLC | 4,589 | $325.0K | 0.01% | −26,459−85.2% | Reduced |
| CWA Asset Management Group, LLC | 4,594 | $325.0K | 0.03% | +15+0.3% | Added |
| V Wealth Advisors LLC | 4,578 | $324.0K | 0.06% | −3,069−40.1% | Reduced |
| Destination Wealth Management | 4,571 | $323.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,555 | $322.0K | 0.03% | +610+15.5% | Added |
| First Business Financial Services, Inc. | 4,541 | $321.0K | 0.04% | +250+5.8% | Added |
| Csenge Advisory Group | 4,498 | $318.0K | 0.03% | −157−3.4% | Reduced |
| South State Corp. | 4,488 | $318.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,501 | $318.0K | 0.00% | +23+0.5% | Added |
| Planning Center, Inc. | 4,479 | $318.0K | 0.25% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,494 | $318.0K | 0.01% | −10,855−70.7% | Reduced |
| Kestra Private Wealth Services, LLC | 4,464 | $316.0K | 0.02% | −1,379−23.6% | Reduced |
| Smith Anglin Financial, LLC | 4,463 | $316.0K | 0.09% | +29+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $315.0K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 4,432 | $314.0K | 0.06% | −251−5.4% | Reduced |
| Horizon Investments, LLC | 4,419 | $313.0K | 0.01% | −229−4.9% | Reduced |
| Leverty Financial Group, LLC | 4,437 | $313.0K | 0.29% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,430 | $313.0K | 0.02% | +19+0.4% | Added |
| Gilman Hill Asset Management, LLC | 4,400 | $311.0K | 0.07% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,351 | $311.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,399 | $311.0K | 0.05% | +125+2.9% | Added |
| Wealthsource Partners, LLC | 4,374 | $310.0K | 0.02% | +4+0.1% | Added |
| Sandy Spring Bank | 4,368 | $309.0K | 0.02% | −50−1.1% | Reduced |
| Howe & Rusling Inc | 4,347 | $308.0K | 0.04% | +3,222+286.4% | Added |
| RFG Advisory, LLC | 4,160 | $307.0K | 0.02% | +368+9.7% | Added |
| Intrust Bank NA | 4,329 | $306.0K | 0.04% | −20−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 4,307 | $305.0K | 0.04% | −4,062−48.5% | Reduced |
| USAdvisors Wealth Management, LLC | 4,260 | $301.0K | 0.15% | +16+0.4% | Added |
| North Star Asset Management Inc | 4,243 | $300.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,203 | $297.0K | 0.02% | −1,017−19.5% | Reduced |
| First National Advisers, LLC | 4,193 | $297.0K | 0.62% | +4,193 | New |
| Corbett Road Capital Management, LLC | 4,144 | $293.0K | 0.50% | +4,144 | New |
| McKinley Carter Wealth Services, Inc. | 4,115 | $291.0K | 0.03% | +106+2.6% | Added |
| N.E.W. Advisory Services LLC | 4,116 | $291.0K | 0.05% | +4,116 | New |
| Wade G W & Inc | 4,097 | $290.0K | 0.01% | +4+0.1% | Added |
| Private Capital Management LLC | 3,989 | $288.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,071 | $288.0K | 0.04% | +929+29.6% | Added |
| Q3 Asset Management | 4,069 | $287.0K | 0.22% | +4,069 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $283.0K | 0.00% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,004 | $283.0K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $283.0K | 0.14% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,000 | $283.0K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $282.0K | 0.10% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $282.0K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,980 | $282.0K | 0.01% | +232+6.2% | Added |
| Triumph Capital Management | 3,974 | $281.0K | 0.15% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,976 | $281.0K | 0.13% | +3+0.1% | Added |
| Gyon Technologies Capital Management, LP | 3,887 | $275.0K | 0.08% | −84−2.1% | Reduced |
| Woodmont Investment Counsel LLC | 3,875 | $274.0K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,864 | $273.0K | 0.02% | −994−20.5% | Reduced |
| Lincoln National Corp | 3,817 | $270.0K | 0.01% | +350+10.1% | Added |
| Accel Wealth Management | 3,832 | $268.0K | 0.15% | +17+0.4% | Added |
| Chilton Capital Management LLC | 3,770 | $267.0K | 0.02% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,776 | $267.0K | 0.01% | +3,776 | New |
| JNBA Financial Advisors | 3,759 | $266.0K | 0.04% | −315−7.7% | Reduced |
| Bank of Hawaii | 3,765 | $266.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 3,700 | $262.0K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,536 | $261.0K | 0.03% | +3,536 | New |
| Versant Capital Management, Inc | 3,669 | $260.0K | 0.10% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,648 | $258.0K | 0.12% | −522−12.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,644 | $258.0K | 0.01% | −131−3.5% | Reduced |
| LWM Advisory Services, LLC | 3,648 | $258.0K | 0.31% | +354+10.7% | Added |
| LCM Capital Management Inc | 3,598 | $255.0K | 0.25% | +77+2.2% | Added |
| XML Financial, LLC | 3,572 | $253.0K | 0.06% | +3,572 | New |
| Ascent Group, LLC | 3,463 | $253.0K | 0.03% | +3,463 | New |
| Raymond James Trust N.A. | 3,559 | $252.0K | 0.01% | −1,132−24.1% | Reduced |
| Austin Private Wealth, LLC | 3,559 | $252.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $252.0K | 0.20% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,557 | $251.9K | 0.03% | +3,557 | New |
| Thompson Investment Management, Inc. | 3,499 | $248.0K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,501 | $248.0K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,499 | $248.0K | 0.03% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 3,496 | $247.0K | 0.12% | 00.0% | Unchanged |
| Boston Partners | 3,485 | $247.0K | 0.00% | +116+3.4% | Added |
| Cullen/Frost Bankers, Inc. | 3,485 | $247.0K | 0.01% | +1,555+80.6% | Added |
| Seven Eight Capital, LP | 3,496 | $247.0K | 0.10% | +3,496 | New |
| Boothbay Fund Management, LLC | 3,458 | $245.0K | 0.01% | −2,005−36.7% | Reduced |
| Confluence Wealth Services, Inc. | 3,287 | $245.0K | 0.11% | +482+17.2% | Added |
| Brown Advisory Inc | 3,438 | $244.0K | 0.00% | −1,045−23.3% | Reduced |
| Financial Perspectives, Inc | 3,411 | $241.4K | 0.14% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $241.0K | 0.11% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,393 | $241.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,381 | $239.0K | 0.02% | +184+5.8% | Added |
| LifePro Asset Management | 3,358 | $238.0K | 0.12% | +323+10.6% | Added |
| Oak Thistle LLC | 3,352 | $237.0K | 0.46% | −10,709−76.2% | Reduced |
| Peapack Gladstone Financial Corp | 3,350 | $237.0K | 0.01% | +4+0.1% | Added |
| Institutional & Family Asset Management, LLC | 3,346 | $237.0K | 0.04% | +18+0.5% | Added |
| CX Institutional | 3,337 | $236.0K | 0.02% | +3,337 | New |
| Sheaff Brock Investment Advisors, LLC | 3,316 | $235.0K | 0.03% | −70−2.1% | Reduced |
| Orgel Wealth Management, LLC | 3,307 | $234.0K | 0.01% | −200−5.7% | Reduced |
| Fairfield, Bush & Co. | 3,305 | $234.0K | 0.14% | 00.0% | Unchanged |