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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 622 | $40.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 636 | $41.0K | 0.01% | −636−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $42.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 662 | $42.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 662 | $42.0K | 0.01% | +38+6.1% | Added |
| Tradewinds Capital Management, LLC | 672 | $43.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $43.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 668 | $43.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 678 | $43.0K | 0.02% | +25+3.8% | Added |
| Piscataqua Savings Bank | 696 | $44.0K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 679 | $45.0K | 0.00% | −148−17.9% | Reduced |
| State of Wyoming | 728 | $47.0K | 0.02% | −1,620−69.0% | Reduced |
| Ci Investments Inc. | 728 | $47.0K | 0.00% | +661+986.6% | Added |
| Emfo, LLC | 745 | $48.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 751 | $48.0K | 0.02% | +54+7.7% | Added |
| EverSource Wealth Advisors, LLC | 740 | $48.0K | 0.01% | +250+51.0% | Added |
| Clearstead Advisors, LLC | 767 | $49.0K | 0.00% | +113+17.3% | Added |
| Capital Advisors, Ltd. LLC | 785 | $50.0K | 0.01% | +121+18.2% | Added |
| Standard Family Office LLC | 800 | $51.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $51.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 808 | $52.0K | 0.03% | −187−18.8% | Reduced |
| Cyrus J. Lawrence, LLC | 834 | $53.0K | 0.02% | −1,250−60.0% | Reduced |
| Hoese & Co LLP | 836 | $54.0K | 0.06% | 00.0% | Unchanged |
| HWG Holdings LP | 874 | $56.0K | 0.04% | +874 | New |
| Kepos Capital LP | 883 | $57.0K | 0.01% | −110−11.1% | Reduced |
| BDO Wealth Advisors, LLC | 888 | $57.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $58.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 906 | $58.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 923 | $59.0K | 0.05% | +7+0.8% | Added |
| Picton Mahoney Asset Management | 934 | $60.0K | 0.00% | +934 | New |
| Insight Financial Services | 956 | $61.0K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $61.0K | 0.00% | +60+6.7% | Added |
| Beaird Harris Wealth Management, LLC | 964 | $62.0K | 0.01% | +964 | New |
| Laurel Wealth Planning LLC | 1,000 | $64.0K | 0.05% | −37−3.6% | Reduced |
| Monetary Management Group Inc | 1,000 | $64.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,028 | $65.0K | 0.03% | +1,028 | New |
| North Star Investment Management Corp. | 1,038 | $66.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $66.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 1,024 | $66.0K | 0.03% | +224+28.0% | Added |
| Bartlett & Co. LLC | 1,041 | $67.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,041 | $67.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,065 | $68.0K | 0.00% | +1,039+3,996.2% | Added |
| Trustcore Financial Services, LLC | 1,092 | $70.0K | 0.01% | −112−9.3% | Reduced |
| FinTrust Capital Advisors, LLC | 1,150 | $71.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,107 | $71.0K | 0.03% | +8+0.7% | Added |
| Trust Co of Vermont | 1,128 | $72.0K | 0.01% | −119−9.5% | Reduced |
| Evoke Wealth, LLC | 1,122 | $72.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,142 | $73.0K | 0.01% | +4+0.4% | Added |
| Financial Management Professionals, Inc. | 1,165 | $75.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,196 | $76.0K | 0.02% | +4+0.3% | Added |
| Investors Asset Management of Georgia Inc | 1,200 | $77.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,220 | $78.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,242 | $80.0K | 0.05% | −98−7.3% | Reduced |
| City State Bank | 1,316 | $84.0K | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 1,360 | $87.0K | 0.00% | −441,690−99.7% | Reduced |
| CVA Family Office, LLC | 1,375 | $88.0K | 0.02% | −35−2.5% | Reduced |
| Gibson Wealth Advisors LLC | 1,377 | $88.0K | 0.10% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,396 | $89.0K | 0.03% | +228+19.5% | Added |
| Dividend Assets Capital, LLC | 1,460 | $93.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,469 | $94.0K | 0.02% | −32−2.1% | Reduced |
| Alta Advisers Ltd | 1,500 | $96.0K | 0.06% | +1,500 | New |
| Marquette Asset Management, LLC | 1,515 | $97.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,508 | $97.0K | 0.01% | +1,508 | New |
| PSI Advisors, LLC | 1,585 | $101.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,601 | $102.0K | 0.02% | +278+21.0% | Added |
| Bank of New Hampshire | 1,629 | $104.0K | 0.03% | +1,369+526.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,663 | $106.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,679 | $107.0K | 0.01% | −96−5.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,666 | $107.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,677 | $107.0K | 0.00% | +1,677 | New |
| Stephenson National Bank & Trust | 1,713 | $110.0K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,566 | $111.0K | 0.00% | +136+9.5% | Added |
| Leonteq Securities AG | 1,781 | $114.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $114.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 1,744 | $114.0K | 0.04% | +1,744 | New |
| First Community Trust NA | 1,800 | $115.0K | 0.16% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,833 | $117.0K | 0.15% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,826 | $118.0K | 0.00% | −1,659−47.6% | Reduced |
| HM Payson & Co | 1,839 | $118.0K | 0.00% | −808−30.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,879 | $120.0K | 0.03% | −437−18.9% | Reduced |
| Gradient Investments LLC | 1,986 | $127.0K | 0.00% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 2,008 | $129.0K | 0.02% | +384+23.6% | Added |
| Neo Ivy Capital Management | 2,024 | $130.0K | 0.34% | +1,158+133.7% | Added |
| Hanson & Doremus Investment Management | 2,102 | $135.0K | 0.03% | +314+17.6% | Added |
| Garde Capital, Inc. | 2,144 | $137.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,142 | $137.0K | 0.01% | +501+30.5% | Added |
| WFA Asset Management Corp | 2,220 | $142.1K | 0.10% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,266 | $145.0K | 0.12% | +3+0.1% | Added |
| MUFG Americas Holdings Corp | 2,317 | $148.0K | 0.00% | −128−5.2% | Reduced |
| GHP Investment Advisors, Inc. | 2,343 | $150.0K | 0.01% | −192−7.6% | Reduced |
| Vestor Capital, LLC | 2,367 | $151.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $151.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $152.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 2,388 | $153.0K | 0.01% | +59+2.5% | Added |
| Founders Capital Management | 2,500 | $160.0K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,506 | $160.4K | 0.02% | −112−4.3% | Reduced |
| Studio Investment Management LLC | 2,583 | $165.3K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,634 | $169.0K | 0.00% | −10.0% | Reduced |
| Cross Staff Investments Inc | 2,640 | $169.0K | 0.19% | +2,640 | New |
| Smithfield Trust Co | 2,760 | $177.0K | 0.01% | 00.0% | Unchanged |