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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 4,463 | $286.0K | 0.13% | +10.0% | Added |
| Smith Anglin Financial, LLC | 4,464 | $286.0K | 0.06% | +10.0% | Added |
| South State Corp. | 4,488 | $287.0K | 0.03% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,501 | $288.0K | 0.07% | −400−8.2% | Reduced |
| First Horizon Advisors, Inc. | 4,519 | $288.0K | 0.01% | −100−2.2% | Reduced |
| First Business Financial Services, Inc. | 4,541 | $291.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 4,548 | $291.0K | 0.06% | +116+2.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $292.0K | 0.01% | −66−1.4% | Reduced |
| Aureus Asset Management, LLC | 4,555 | $292.0K | 0.03% | 00.0% | Unchanged |
| Destination Wealth Management | 4,571 | $293.0K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,915 | $294.0K | 0.15% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,596 | $294.0K | 0.03% | +20.0% | Added |
| Csenge Advisory Group | 4,588 | $294.0K | 0.02% | +90+2.0% | Added |
| V Wealth Advisors LLC | 4,614 | $295.0K | 0.06% | +36+0.8% | Added |
| Ballentine Partners, LLC | 4,624 | $296.0K | 0.01% | +644+16.2% | Added |
| Conning Inc. | 4,648 | $297.0K | 0.01% | −1,113−19.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,728 | $302.0K | 0.03% | −1,714−26.6% | Reduced |
| Capital Investment Advisors, LLC | 4,734 | $303.0K | 0.01% | +8+0.2% | Added |
| Eastern Bank | 4,735 | $304.0K | 0.02% | −194−3.9% | Reduced |
| Montag A & Associates Inc | 4,754 | $307.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 4,816 | $308.0K | 0.01% | −73−1.5% | Reduced |
| First Heartland Consultants, Inc. | 4,821 | $308.0K | 0.05% | +150+3.2% | Added |
| Parallel Advisors, LLC | 4,825 | $309.0K | 0.01% | −299−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,824 | $309.0K | 0.02% | +360+8.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,863 | $311.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 4,862 | $311.0K | 0.05% | +533+12.3% | Added |
| Venture Visionary Partners LLC | 4,896 | $313.0K | 0.03% | −5−0.1% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $313.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $314.0K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,931 | $315.6K | 0.04% | +229+4.9% | Added |
| AlphaStar Capital Management, LLC | 4,934 | $316.0K | 0.03% | −162−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,985 | $319.0K | 0.01% | −136−2.7% | Reduced |
| ASB Consultores, LLC | 5,001 | $320.0K | 0.15% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,014 | $321.0K | 0.02% | +584+13.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,033 | $322.0K | 0.08% | +20+0.4% | Added |
| Schnieders Capital Management LLC | 5,048 | $323.0K | 0.09% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 5,045 | $323.0K | 0.15% | +5,045 | New |
| Colony Group LLC | 5,098 | $326.0K | 0.01% | −1,639−24.3% | Reduced |
| North Point Portfolio Managers Corp | 5,096 | $326.0K | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 5,101 | $326.0K | 0.01% | +5,101 | New |
| WESPAC Advisors, LLC | 5,115 | $327.0K | 0.44% | −738−12.6% | Reduced |
| Headinvest, LLC | 5,117 | $327.0K | 0.08% | −100−1.9% | Reduced |
| Peak Asset Management, LLC | 5,111 | $327.0K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,110 | $327.0K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,104 | $327.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,126 | $328.0K | 0.04% | +1,055+25.9% | Added |
| Lifeworks Advisors, LLC | 5,060 | $329.0K | 0.19% | −752−12.9% | Reduced |
| First National Advisers, LLC | 5,142 | $329.0K | 0.49% | +949+22.6% | Added |
| Fox Run Management, L.L.C. | 5,145 | $329.0K | 0.13% | +5,145 | New |
| Gotham Asset Management, LLC | 5,164 | $330.0K | 0.01% | +2,254+77.5% | Added |
| Symphony Financial, Ltd. Co. | 5,073 | $332.0K | 0.11% | −15−0.3% | Reduced |
| AIA Group Ltd | 5,216 | $334.0K | 0.02% | −3,214−38.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $335.0K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,247 | $336.0K | 0.05% | +6+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 5,259 | $337.0K | 0.10% | −240−4.4% | Reduced |
| Independent Advisor Alliance | 5,315 | $340.0K | 0.02% | +1,112+26.5% | Added |
| Personal Cfo Solutions, LLC | 5,345 | $342.0K | 0.09% | +245+4.8% | Added |
| Ground Swell Capital, LLC | 5,393 | $345.0K | 0.98% | −1,339−19.9% | Reduced |
| James Hambro & Partners | 5,400 | $345.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,417 | $346.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 5,450 | $349.0K | 0.06% | −855−13.6% | Reduced |
| Hills Bank & Trust Co | 5,462 | $349.0K | 0.05% | +25+0.5% | Added |
| Brinker Capital Investments, LLC | 5,450 | $349.0K | 0.01% | +269+5.2% | Added |
| Adviser Investments LLC | 5,469 | $350.0K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,471 | $350.0K | 0.02% | +514+10.4% | Added |
| Samalin Investment Counsel, LLC | 5,500 | $352.0K | 0.26% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 5,499 | $352.0K | 0.07% | +2,000+57.2% | Added |
| Two Sigma Advisers, LP | 5,500 | $352.0K | 0.00% | +5,500 | New |
| Calamos Wealth Management LLC | 5,511 | $353.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,553 | $355.4K | 0.02% | +99+1.8% | Added |
| Kozak & Associates, Inc. | 5,948 | $356.0K | 0.22% | +770+14.9% | Added |
| Quantitative Investment Management, LLC | 5,598 | $358.0K | 0.06% | +5,598 | New |
| NuWave Investment Management, LLC | 5,594 | $358.0K | 0.41% | +5,594 | New |
| Johnson Midwest Financial, LLC | 5,653 | $362.0K | 1.38% | +12+0.2% | Added |
| Brown Advisory Inc | 5,684 | $363.0K | 0.00% | +2,246+65.3% | Added |
| First National Bank Sioux Falls | 5,767 | $369.0K | 0.39% | 00.0% | Unchanged |
| RDA Financial Network | 5,779 | $370.0K | 0.20% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,791 | $371.0K | 0.17% | −548−8.6% | Reduced |
| Alley Investment Management Company, LLC | 5,821 | $373.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,859 | $375.0K | 0.01% | −16−0.3% | Reduced |
| Harbour Investment Management LLC | 5,847 | $377.0K | 0.24% | −300−4.9% | Reduced |
| Centre Asset Management, LLC | 5,908 | $378.0K | 0.10% | +38+0.6% | Added |
| Ingalls & Snyder LLC | 5,948 | $381.0K | 0.02% | −260−4.2% | Reduced |
| Heritage Trust Co | 6,001 | $384.0K | 0.07% | −160−2.6% | Reduced |
| CoreCap Advisors, LLC | 6,029 | $386.0K | 0.03% | −459−7.1% | Reduced |
| Proequities, Inc. | 6,021 | $388.0K | 0.04% | −262−4.2% | Reduced |
| 55I, LLC | 6,061 | $388.0K | 0.01% | +6,061 | New |
| FSB Premier Wealth Management, Inc. | 6,087 | $389.0K | 0.23% | −89−1.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,045 | $394.0K | 0.03% | +9+0.1% | Added |
| Goelzer Investment Management, Inc. | 6,250 | $400.0K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,243 | $400.0K | 0.01% | +814+15.0% | Added |
| Hudson Valley Investment Advisors Inc | 6,267 | $401.0K | 0.06% | −365−5.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,288 | $402.0K | 0.19% | +34+0.5% | Added |
| Old Second National Bank of Aurora | 6,298 | $403.0K | 0.12% | −2,000−24.1% | Reduced |
| CFM Wealth Partners LLC | 6,300 | $403.0K | 0.13% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 6,113 | $404.0K | 0.19% | −18,338−75.0% | Reduced |
| Corundum Group, Inc. | 6,319 | $404.0K | 0.25% | +423+7.2% | Added |
| Trillium Asset Management, LLC | 6,322 | $405.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,337 | $406.0K | 0.04% | +475+8.1% | Added |
| Axxcess Wealth Management, LLC | 6,351 | $406.0K | 0.04% | +1,232+24.1% | Added |