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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 3,309 | $234.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 3,288 | $233.0K | 0.02% | −207−5.9% | Reduced |
| Diversified Trust Co | 3,291 | $233.0K | 0.01% | +3,291 | New |
| McClarren Financial Advisors, Inc. | 3,287 | $232.0K | 0.74% | +21+0.6% | Added |
| Stanley-Laman Group, Ltd. | 3,260 | $231.0K | 0.04% | +3,260 | New |
| Evercore Wealth Management, LLC | 3,212 | $227.0K | 0.00% | −15,882−83.2% | Reduced |
| Busey Wealth Management | 3,206 | $227.0K | 0.01% | +5+0.2% | Added |
| Riverbridge Partners LLC | 3,200 | $226.0K | 0.00% | −610−16.0% | Reduced |
| Perpetual Investment Management Ltd | 3,200 | $226.0K | 0.03% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 3,191 | $226.0K | 0.72% | +11+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,176 | $225.0K | 0.01% | +3,176 | New |
| Sound View Wealth Advisors Group, LLC | 3,165 | $224.0K | 0.05% | −7−0.2% | Reduced |
| RMB Capital Management, LLC | 3,159 | $224.0K | 0.01% | +3,159 | New |
| Windsor Capital Management, LLC | 3,164 | $223.0K | 0.08% | +15+0.5% | Added |
| Cornerstone Wealth Management, LLC | 3,151 | $223.0K | 0.02% | +9+0.3% | Added |
| Two Sigma Securities, LLC | 3,156 | $223.0K | 0.04% | +3,156 | New |
| RWM Asset Management, LLC | 3,136 | $222.0K | 0.05% | +1,728+122.7% | Added |
| Cary Street Partner Investment Advisory LLC | 3,124 | $221.0K | 0.02% | +3,124 | New |
| Keel Point, LLC | 2,931 | $220.0K | 0.03% | +142+5.1% | Added |
| First Manhattan Co | 3,100 | $219.0K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,064 | $217.0K | 0.03% | +235+8.3% | Added |
| Natixis Investment Managers International | 3,073 | $217.0K | 0.00% | +3,073 | New |
| BKD Wealth Advisors, LLC | 3,063 | $217.0K | 0.01% | +3,063 | New |
| Hightower 6M Holding, LLC | 3,048 | $216.0K | 0.02% | −4−0.1% | Reduced |
| Manchester Capital Management LLC | 3,036 | $215.0K | 0.04% | −52−1.7% | Reduced |
| Strategic Wealth Designers | 3,045 | $215.0K | 0.05% | +3,045 | New |
| GW Henssler & Associates Ltd | 3,021 | $214.0K | 0.02% | −341−10.1% | Reduced |
| Avidian Wealth Solutions, LLC | 3,012 | $213.0K | 0.02% | −54−1.8% | Reduced |
| Sunbelt Securities, Inc. | 3,007 | $213.0K | 0.05% | 00.0% | Unchanged |
| Maven Securities LTD | 3,004 | $213.0K | 0.04% | +3,004 | New |
| Jump Financial, LLC | 2,997 | $212.0K | 0.01% | −40,109−93.0% | Reduced |
| Acadian Asset Management LLC | 2,999 | $212.0K | 0.00% | −1,201−28.6% | Reduced |
| Tradewinds, LLC. | 2,991 | $212.0K | 0.14% | +2,991 | New |
| Ledge Wealth Management, Inc. | 2,983 | $211.0K | 0.13% | −100−3.2% | Reduced |
| Ellenbecker Investment Group | 2,986 | $211.0K | 0.06% | +6+0.2% | Added |
| Sawtooth Solutions, LLC | 2,977 | $211.0K | 0.03% | +2,977 | New |
| Nwam LLC | 2,998 | $210.0K | 0.02% | +2,998 | New |
| Pitcairn Co | 2,929 | $207.0K | 0.02% | +2,929 | New |
| Financial Architects, Inc | 2,932 | $207.0K | 0.26% | +2,932 | New |
| Doyle Wealth Management | 2,910 | $206.0K | 0.02% | −357−10.9% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $206.0K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,910 | $206.0K | 0.01% | +2,910 | New |
| Baldwin Investment Management, LLC | 2,900 | $205.0K | 0.07% | −35−1.2% | Reduced |
| Trust Co | 2,882 | $204.0K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,870 | $203.0K | 0.05% | −42−1.4% | Reduced |
| Rollins Financial | 2,875 | $203.0K | 0.07% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 2,840 | $201.0K | 0.11% | −2,093−42.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,819 | $201.0K | 0.05% | +461+19.6% | Added |
| Capital Investment Advisory Services, LLC | 2,822 | $200.0K | 0.02% | −73−2.5% | Reduced |
| Riverview Trust Co | 2,813 | $199.0K | 0.17% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,760 | $197.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,647 | $187.0K | 0.00% | +72+2.8% | Added |
| Jones Financial Companies LLLP | 2,635 | $186.0K | 0.00% | −671−20.3% | Reduced |
| Caldwell Trust Co | 2,618 | $185.3K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2,583 | $183.0K | 0.06% | +2,583 | New |
| GHP Investment Advisors, Inc. | 2,535 | $179.0K | 0.01% | −14−0.5% | Reduced |
| Founders Capital Management | 2,500 | $177.0K | 0.14% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 2,445 | $173.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $168.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,367 | $167.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $167.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 2,348 | $166.0K | 0.10% | +450+23.7% | Added |
| Washington Trust Co | 2,329 | $165.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,316 | $164.0K | 0.04% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,263 | $160.0K | 0.12% | −124−5.2% | Reduced |
| WFA Asset Management Corp | 2,220 | $157.1K | 0.11% | +450+25.4% | Added |
| Garde Capital, Inc. | 2,144 | $152.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,139 | $151.0K | 0.02% | +2,139 | New |
| Cyrus J. Lawrence, LLC | 2,084 | $147.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,986 | $141.0K | 0.00% | +834+72.4% | Added |
| Rocky Mountain Advisers, LLC | 1,833 | $130.0K | 0.16% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,829 | $129.0K | 0.01% | +1,400+326.3% | Added |
| First Community Trust NA | 1,800 | $127.0K | 0.15% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,788 | $127.0K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,775 | $126.0K | 0.01% | −756−29.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $126.0K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,781 | $125.9K | 0.01% | +1,781 | New |
| Motco | 1,761 | $125.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $121.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,663 | $118.0K | 0.00% | −88−5.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,666 | $118.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,641 | $115.0K | 0.01% | −2,125−56.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 1,624 | $114.0K | 0.02% | +60+3.8% | Added |
| Cutler Group LP | 1,602 | $113.0K | 0.02% | +1,602 | New |
| PSI Advisors, LLC | 1,585 | $112.0K | 0.06% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,579 | $112.0K | 0.00% | +823+108.9% | Added |
| Marquette Asset Management, LLC | 1,515 | $107.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,501 | $106.0K | 0.02% | +58+4.0% | Added |
| Dividend Assets Capital, LLC | 1,460 | $103.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,430 | $103.0K | 0.00% | +1,430 | New |
| CVA Family Office, LLC | 1,410 | $100.0K | 0.03% | +315+28.8% | Added |
| Gibson Wealth Advisors LLC | 1,377 | $97.0K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,340 | $94.9K | 0.06% | +901+205.2% | Added |
| Lindbrook Capital, LLC | 1,323 | $94.0K | 0.02% | +72+5.8% | Added |
| City State Bank | 1,316 | $93.0K | 0.06% | 00.0% | Unchanged |
| Surevest, LLC | 1,272 | $90.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,242 | $88.0K | 0.00% | +10+0.8% | Added |
| Trust Co of Vermont | 1,247 | $88.0K | 0.01% | +1,247 | New |
| Endurance Wealth Management, Inc. | 1,220 | $86.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,204 | $85.0K | 0.01% | 00.0% | Unchanged |