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Livermore
Livermore
ZHEN

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, Q3 2022

Institutional positions in Xcel Energy Inc as of Sep 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
938
+2 vs. Q2 2022
Shares held
423.3M
+2.29M (+0.5%) vs. Q2 2022
Total value
$27.1B
−$2.66B (−8.9%) vs. Q2 2022
New holders
75
367 more added
Sold out
73
282 more reduced

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 938 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ3 2022: $27.1B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2022.

Institutions holding XEL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Logan Capital Management Inc7$00.00%00.0%Unchanged
Bellwether Advisors, LLC5$00.00%+5New
Financial Synergies Wealth Advisors, Inc.15$9600.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.10$1.00K0.00%−2−16.7%Reduced
Column Capital Advisors, LLC14$1.00K0.00%00.0%Unchanged
TFC Financial Management11$1.00K0.00%00.0%Unchanged
Siena Capital LLC8$1.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC9$1.00K0.00%+3+50.0%Added
American National Bank19$1.00K0.00%+19New
Selective Wealth Management, Inc.16$1.00K0.00%+16New
Dougherty Wealth Advisers LLC15$1.00K0.00%+15New
CFS Investment Advisory Services, LLC52,608$1.00K0.00%+52,608New
Anchor Investment Management, LLC31$1.98K0.00%+31New
Tortoise Investment Management, LLC39$2.00K0.00%−35−47.3%Reduced
MCF Advisors LLC39$2.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC35$2.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC32$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.36$2.00K0.00%+36New
Abound Wealth Management34$2.18K0.00%+34New
Focused Wealth Management, Inc50$3.00K0.00%00.0%Unchanged
Horizons Wealth Management48$3.00K0.00%00.0%Unchanged
Oakworth Capital, Inc.40$3.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC43$3.00K0.00%00.0%Unchanged
Disciplined Investments, LLC43$3.00K0.00%+5+13.2%Added
DT Investment Partners, LLC45$3.00K0.00%+45New
Raffa Wealth Management, LLC57$3.65K0.00%00.0%Unchanged
GoalVest Advisory LLC63$4.00K0.00%−94−59.9%Reduced
Lee Financial Co60$4.00K0.00%+10+20.0%Added
Carolinas Wealth Consulting LLC56$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc61$4.00K0.00%+20+48.8%Added
Covington Capital Management60$4.00K0.00%+60New
Parallax Volatility Advisers, L.P.60$4.00K0.00%+60New
Pittenger & Anderson Inc72$5.00K0.00%−50−41.0%Reduced
Aspire Private Capital, LLC85$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.79$5.00K0.00%00.0%Unchanged
West Paces Advisors Inc.83$5.31K0.00%+17+25.8%Added
Cedar Mountain Advisors, LLC89$6.00K0.00%00.0%Unchanged
Schubert & Co87$6.00K0.01%+14+19.2%Added
EdgeRock Capital LLC101$6.00K0.00%+101New
Atlas Capital Advisors LLC108$6.91K0.00%00.0%Unchanged
Cribstone Capital Management, LLC110$7.00K0.00%00.0%Unchanged
Activest Wealth Management105$7.00K0.00%+58+123.4%Added
Harvest Fund Management Co., Ltd107$7.00K0.00%+107New
Cary Street Partners Asset Management LLC110$7.00K0.00%+110New
Coastal Capital Group, Inc.121$8.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.128$8.00K0.01%+1+0.8%Added
Core Alternative Capital144$9.00K0.00%00.0%Unchanged
Valley National Advisers Inc169$10.0K0.00%+14+9.0%Added
Horan Securities, Inc.164$10.0K0.01%00.0%Unchanged
Kelly Financial Services LLC170$10.9K0.01%00.0%Unchanged
Seldon Capital LP195$12.0K0.01%00.0%Unchanged
Albion Financial Group210$13.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.202$13.0K0.03%00.0%Unchanged
Atlantic Trust, LLC209$13.0K0.00%+209New
Princeton Global Asset Management LLC250$16.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management250$16.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC230$16.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.254$16.0K0.01%+36+16.5%Added
MV Capital Management, Inc.245$16.0K0.00%+78+46.7%Added
Annapolis Financial Services, LLC259$17.0K0.01%00.0%Unchanged
Bangor Savings Bank286$18.0K0.00%−300−51.2%Reduced
Massmutual Trust Co FSB289$18.0K0.00%+71+32.6%Added
Cutler Group LP302$19.0K0.00%−1,300−81.1%Reduced
DB Wealth Management Group, LLC304$19.0K0.01%00.0%Unchanged
Duncker Streett & Co Inc300$19.0K0.00%00.0%Unchanged
First Command Bank300$19.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.300$19.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC300$19.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.310$19.8K0.01%00.0%Unchanged
Covestor Ltd315$20.0K0.02%−14−4.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt329$21.0K0.00%−1,500−82.0%Reduced
Earnest Partners LLC327$21.0K0.00%00.0%Unchanged
Webster Bank, N. A.325$21.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.336$21.5K0.01%+11+3.4%Added
Country Trust Bank350$22.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc353$23.0K0.03%00.0%Unchanged
JFS Wealth Advisors, LLC380$24.0K0.00%−35−8.4%Reduced
Crewe Advisors LLC377$24.0K0.00%+86+29.6%Added
Hudock, Inc.400$25.0K0.01%00.0%Unchanged
JJJ Advisors Inc.408$25.0K0.01%+46+12.7%Added
Glen Eagle Advisors, LLC400$25.6K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC412$26.0K0.01%00.0%Unchanged
Creative Financial Designs Inc399$26.0K0.00%+3+0.8%Added
Old North State Trust, LLC400$26.0K0.02%+400New
Leelyn Smith, LLC430$28.0K0.01%−650−60.2%Reduced
Catalyst Capital Advisors LLC436$28.0K0.00%+1+0.2%Added
Ulland Investment Advisors, LLC470$30.0K0.03%00.0%Unchanged
BOK Financial Private Wealth, Inc.481$31.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.492$31.0K0.00%00.0%Unchanged
Gs Investments, Inc.504$32.0K0.02%00.0%Unchanged
Cambridge Trust Co493$32.0K0.00%+12+2.5%Added
Pinnacle Financial Partners Inc500$32.0K0.00%+500New
Burleson & Company, LLC500$32.0K0.01%+500New
Thompson Siegel & Walmsley LLC532$34.0K0.00%00.0%Unchanged
Pinebridge Investments, L.P.539$34.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC525$34.0K0.01%+3+0.6%Added
Syverson Strege & Co564$36.0K0.02%+1+0.2%Added
West Branch Capital LLC575$37.0K0.02%00.0%Unchanged
Strengthening Families & Communities, LLC615$39.0K0.02%+9+1.5%Added
Pflug Koory, LLC620$40.0K0.02%00.0%Unchanged