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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 1,200 | $85.0K | 0.04% | +1,200 | New |
| SOA Wealth Advisors, LLC. | 1,192 | $84.0K | 0.02% | +3+0.3% | Added |
| Hexagon Capital Partners LLC | 1,168 | $83.0K | 0.02% | +68+6.2% | Added |
| Financial Management Professionals, Inc. | 1,165 | $82.0K | 0.02% | +29+2.6% | Added |
| Washington Trust Advisors, Inc. | 1,138 | $81.0K | 0.01% | +6+0.5% | Added |
| Evoke Wealth, LLC | 1,122 | $80.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,150 | $79.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,099 | $78.0K | 0.03% | +5+0.5% | Added |
| Leelyn Smith, LLC | 1,080 | $76.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,041 | $74.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,041 | $74.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $73.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $73.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,037 | $73.0K | 0.05% | +37+3.7% | Added |
| Monetary Management Group Inc | 1,000 | $71.0K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 993 | $70.0K | 0.01% | −7,469−88.3% | Reduced |
| Addison Advisors LLC | 995 | $70.0K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 990 | $70.0K | 0.00% | +990 | New |
| Insight Financial Services | 956 | $67.0K | 0.18% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 916 | $65.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 900 | $64.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $64.0K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 906 | $64.0K | 0.03% | +906 | New |
| BDO Wealth Advisors, LLC | 888 | $63.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 866 | $61.0K | 0.16% | +866 | New |
| Hoese & Co LLP | 836 | $59.0K | 0.07% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 827 | $59.0K | 0.00% | +7+0.9% | Added |
| Charter Oak Capital Management, LLC | 812 | $57.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $57.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 800 | $57.0K | 0.56% | +800 | New |
| Emfo, LLC | 745 | $53.0K | 0.05% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 696 | $50.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 697 | $49.0K | 0.01% | +82+13.3% | Added |
| Tradewinds Capital Management, LLC | 672 | $48.0K | 0.02% | −1,039−60.7% | Reduced |
| Capital Advisors, Ltd. LLC | 664 | $47.0K | 0.01% | +1+0.2% | Added |
| Quent Capital, LLC | 662 | $47.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $47.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 658 | $47.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $47.0K | 0.00% | +671 | New |
| McIlrath & Eck, LLC | 668 | $47.0K | 0.01% | +668 | New |
| Clearstead Advisors, LLC | 654 | $46.0K | 0.00% | −2−0.3% | Reduced |
| Adirondack Trust Co | 653 | $46.0K | 0.02% | −4−0.6% | Reduced |
| Pflug Koory, LLC | 620 | $44.0K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 606 | $44.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 624 | $44.0K | 0.01% | +100+19.1% | Added |
| TSFG, LLC | 622 | $44.0K | 0.02% | +303+95.0% | Added |
| ACG Wealth | 621 | $44.0K | 0.01% | +621 | New |
| West Branch Capital LLC | 575 | $41.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 586 | $41.0K | 0.00% | +586 | New |
| Syverson Strege & Co | 563 | $40.0K | 0.01% | +1+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 532 | $38.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 539 | $38.0K | 0.00% | +539 | New |
| Plante Moran Financial Advisors, LLC | 522 | $37.0K | 0.01% | −130−19.9% | Reduced |
| Gs Investments, Inc. | 504 | $37.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 490 | $35.0K | 0.01% | −77−13.6% | Reduced |
| Cambridge Trust Co | 481 | $34.0K | 0.00% | −1,058−68.7% | Reduced |
| Westside Investment Management, Inc. | 492 | $34.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 481 | $34.0K | 0.00% | +481 | New |
| Ulland Investment Advisors, LLC | 470 | $33.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 435 | $31.0K | 0.00% | +63+16.9% | Added |
| Johnson Financial Group, Inc. | 425 | $30.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 412 | $29.0K | 0.01% | −200−32.7% | Reduced |
| JFS Wealth Advisors, LLC | 415 | $29.0K | 0.00% | +73+21.3% | Added |
| Glen Eagle Advisors, LLC | 400 | $28.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 396 | $28.0K | 0.00% | −122−23.6% | Reduced |
| Hudock, Inc. | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 362 | $26.0K | 0.01% | +67+22.7% | Added |
| Brown Brothers Harriman & Co | 362 | $26.0K | 0.00% | +204+129.1% | Added |
| HHM Wealth Advisors, LLC | 362 | $26.0K | 0.01% | +362 | New |
| Pin Oak Investment Advisors Inc | 353 | $25.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $25.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $25.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 346 | $24.0K | 0.01% | +32+10.2% | Added |
| Covestor Ltd | 329 | $23.0K | 0.02% | −24−6.8% | Reduced |
| Earnest Partners LLC | 327 | $23.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 325 | $23.0K | 0.01% | +14+4.5% | Added |
| DB Wealth Management Group, LLC | 304 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 310 | $21.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 291 | $21.0K | 0.00% | +291 | New |
| Fieldpoint Private Securities, LLC | 250 | $18.0K | 0.01% | −79−24.0% | Reduced |
| Bank of New Hampshire | 260 | $18.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 259 | $18.0K | 0.01% | +259 | New |
| Atticus Wealth Management, LLC | 230 | $16.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 230 | $16.0K | 0.01% | +230 | New |
| Albion Financial Group | 210 | $15.0K | 0.00% | −40−16.0% | Reduced |
| Zullo Investment Group, Inc. | 218 | $15.0K | 0.01% | +12+5.8% | Added |
| Massmutual Trust Co FSB | 218 | $15.0K | 0.00% | +100+84.7% | Added |
| Stuart Chaussee & Associates, Inc. | 202 | $14.0K | 0.03% | 00.0% | Unchanged |
| Seldon Capital LP | 195 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 170 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 167 | $12.0K | 0.00% | −8−4.6% | Reduced |