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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
First Manhattan Co2,800$179.0K0.00%−300−9.7%Reduced
Riverview Trust Co2,813$180.0K0.17%00.0%Unchanged
Prestige Wealth Management Group LLC2,801$181.0K0.05%−18−0.6%Reduced
Trust Co2,882$184.0K0.04%00.0%Unchanged
JNBA Financial Advisors2,909$186.0K0.03%−850−22.6%Reduced
Cranbrook Wealth Management, LLC2,905$186.0K0.05%00.0%Unchanged
Manchester Capital Management LLC3,033$194.0K0.03%−3−0.1%Reduced
Cornerstone Wealth Management, LLC3,161$202.0K0.02%+10+0.3%Added
Sharkey, Howes & Javer3,171$203.0K0.04%−2,192−40.9%Reduced
Sound View Wealth Advisors Group, LLC3,165$203.0K0.05%00.0%Unchanged
Windsor Capital Management, LLC3,182$203.0K0.08%+18+0.6%Added
Busey Wealth Management3,206$205.0K0.01%00.0%Unchanged
Riverbridge Partners LLC3,200$205.0K0.00%00.0%Unchanged
Perpetual Investment Management Ltd3,200$205.0K0.03%00.0%Unchanged
W.H. Cornerstone Investments Inc.3,425$205.0K0.22%+3,425New
CX Institutional3,252$208.0K0.01%−85−2.5%Reduced
Level Four Advisory Services, LLC3,247$208.0K0.02%−41−1.2%Reduced
FFT Wealth Management LLC3,247$208.0K0.03%+3,247New
LGL Partners, LLC3,247$208.0K0.04%+3,247New
Stanley-Laman Group, Ltd.3,260$209.0K0.04%00.0%Unchanged
Gsa Capital Partners LLP3,271$209.0K0.03%+3,271New
Confluence Wealth Services, Inc.3,287$210.0K0.09%00.0%Unchanged
McClarren Financial Advisors, Inc.3,310$211.0K0.21%+23+0.7%Added
Sheaff Brock Investment Advisors, LLC3,316$212.0K0.03%00.0%Unchanged
Fairfield, Bush & Co.3,305$212.0K0.15%00.0%Unchanged
Donaldson Capital Management, LLC3,309$212.0K0.01%00.0%Unchanged
Orgel Wealth Management, LLC3,307$212.0K0.01%00.0%Unchanged
Virtus Investment Advisers, Inc.3,307$212.0K0.10%+3,307New
Zions Bancorporation, N.A.3,322$213.0K0.02%−59−1.7%Reduced
Financial Perspectives, Inc3,344$214.0K0.12%−67−2.0%Reduced
Institutional & Family Asset Management, LLC3,366$215.0K0.04%+20+0.6%Added
Financial Planning & Information Services, Inc.3,376$216.0K0.05%+3,376New
Peoples Financial Services Corp.3,400$218.0K0.11%00.0%Unchanged
Zeke Capital Advisors, LLC3,393$218.0K0.02%00.0%Unchanged
Lockerman Financial Group, Inc.3,441$220.0K0.63%+250+7.8%Added
Clear Street Markets LLC3,439$220.0K0.04%+3,439New
Obermeyer Wood Investment Counsel, LLLP3,501$224.0K0.02%00.0%Unchanged
Segment Wealth Management, LLC3,499$224.0K0.03%00.0%Unchanged
Tealwood Asset Management Inc3,496$224.0K0.12%00.0%Unchanged
Cary Street Partner Investment Advisory LLC3,509$225.0K0.02%+385+12.3%Added
RFG Advisory, LLC3,427$226.0K0.01%−733−17.6%Reduced
Whittier Trust Co3,545$227.0K0.00%−6,400−64.4%Reduced
Austin Private Wealth, LLC3,559$228.0K0.05%00.0%Unchanged
CoreFirst Bank & Trust3,559$228.0K0.20%00.0%Unchanged
Aptus Capital Advisors, LLC3,535$228.0K0.01%+3,535New
Simon Quick Advisors, LLC3,592$230.0K0.03%+56+1.6%Added
LCM Capital Management Inc3,598$230.0K0.24%00.0%Unchanged
Sentry Investment Management LLC3,648$233.0K0.11%00.0%Unchanged
Versant Capital Management, Inc3,669$235.0K0.09%00.0%Unchanged
Pathstone Family Office, LLC3,677$236.5K0.00%+3,677New
Chilton Capital Management LLC3,770$241.0K0.02%00.0%Unchanged
Bank of Hawaii3,765$241.0K0.02%00.0%Unchanged
Boston Partners3,771$241.0K0.00%+286+8.2%Added
Raymond James Trust N.A.3,782$242.0K0.01%+223+6.3%Added
American Portfolios Advisors3,818$244.4K0.01%−676−15.0%Reduced
RSM US Wealth Management LLC3,824$245.0K0.01%−10,495−73.3%Reduced
Sequoia Financial Advisors, LLC3,835$245.0K0.01%+191+5.2%Added
Evercore Wealth Management, LLC3,827$245.0K0.01%+615+19.1%Added
Pendal Group Limited3,830$245.0K0.00%+3,830New
Woodmont Investment Counsel LLC3,875$248.0K0.03%00.0%Unchanged
LWM Advisory Services, LLC3,904$250.0K0.28%+256+7.0%Added
Triumph Capital Management3,925$251.0K0.14%−49−1.2%Reduced
Scissortail Wealth Management, LLC3,849$251.0K0.13%+3,849New
USAdvisors Wealth Management, LLC3,934$252.0K0.13%−326−7.7%Reduced
Chesley Taft & Associates LLC3,954$253.0K0.02%−50−1.2%Reduced
Principle Wealth Partners LLC3,980$255.0K0.03%00.0%Unchanged
CRA Financial Services, LLC3,984$255.0K0.09%00.0%Unchanged
Ballast Advisors LLC3,981$255.0K0.12%+5+0.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,000$256.0K0.00%00.0%Unchanged
Affinity Investment Advisors, LLC4,000$256.0K0.13%00.0%Unchanged
Strategic Advisors LLC4,000$256.0K0.06%00.0%Unchanged
Accel Wealth Management3,851$256.0K0.14%+19+0.5%Added
Sawtooth Solutions, LLC4,012$257.0K0.04%+1,035+34.8%Added
Motco4,011$257.0K0.02%+2,250+127.8%Added
Strategy Asset Managers LLC4,021$257.0K0.07%+4,021New
Graves-Light Private Wealth Management, Inc.4,071$261.0K0.04%−381−8.6%Reduced
McKinley Carter Wealth Services, Inc.4,105$263.0K0.02%−10−0.2%Reduced
N.E.W. Advisory Services LLC4,116$263.0K0.05%00.0%Unchanged
Sandy Spring Bank4,145$265.0K0.02%−223−5.1%Reduced
Cresset Asset Management, LLC4,155$266.0K0.00%−4,944−54.3%Reduced
RWM Asset Management, LLC4,168$267.0K0.06%+1,032+32.9%Added
Nicollet Investment Management, Inc.4,172$267.0K0.15%+1,332+46.9%Added
Avestar Capital, LLC4,192$268.0K0.07%−780−15.7%Reduced
Planning Center, Inc.4,479$268.0K0.21%00.0%Unchanged
Tradewinds, LLC.4,239$271.0K0.20%+1,248+41.7%Added
Wade G W & Inc4,254$272.0K0.01%+157+3.8%Added
Desjardins Global Asset Management Inc.4,307$276.0K0.03%00.0%Unchanged
XML Financial, LLC4,329$277.0K0.04%+757+21.2%Added
Synovus Financial Corp4,329$278.0K0.00%−22−0.5%Reduced
Howe & Rusling Inc4,347$278.0K0.04%00.0%Unchanged
Lincoln National Corp4,357$279.0K0.01%+540+14.1%Added
Kettle Hill Capital Management, LLC4,362$279.0K0.07%+4,362New
FDx Advisors, Inc.4,378$280.0K0.01%−1,104−20.1%Reduced
AXA S.A.4,378$280.2K0.00%−1,231−21.9%Reduced
Wealthsource Partners, LLC4,384$281.0K0.02%+10+0.2%Added
Gilman Hill Asset Management, LLC4,400$282.0K0.07%00.0%Unchanged
TCI Wealth Advisors, Inc.4,410$282.0K0.05%+11+0.3%Added
Leverty Financial Group, LLC4,437$283.0K0.27%00.0%Unchanged
Brookstone Capital Management4,898$284.0K0.01%+155+3.3%Added
Resolution Capital Ltd4,460$285.0K0.01%−890−16.6%Reduced