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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 6,440 | $412.0K | 0.00% | +488+8.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,533 | $418.0K | 0.02% | +3,357+105.7% | Added |
| E Fund Management Co., Ltd. | 6,541 | $419.0K | 0.04% | +258+4.1% | Added |
| Toroso Investments, LLC | 6,553 | $419.0K | 0.02% | +325+5.2% | Added |
| Cigna Investments Inc | 6,613 | $423.0K | 0.09% | −318−4.6% | Reduced |
| Connacht Asset Management LP | 6,648 | $425.0K | 0.80% | +6,648 | New |
| Schmidt P J Investment Management Inc | 7,036 | $428.0K | 0.10% | +7,036 | New |
| Midwest Professional Planners, LTD. | 6,714 | $430.0K | 0.26% | +426+6.8% | Added |
| Gofen & Glossberg LLC | 6,795 | $435.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 6,877 | $441.0K | 0.03% | +500+7.8% | Added |
| Independent Solutions Wealth Management, LLC | 6,934 | $443.8K | 0.15% | +2,000+40.5% | Added |
| Veriti Management LLC | 6,939 | $444.0K | 0.06% | +218+3.2% | Added |
| SFMG, LLC | 7,674 | $445.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,952 | $445.0K | 0.17% | +75+1.1% | Added |
| Federated Hermes, Inc. | 6,985 | $447.0K | 0.00% | +1,317+23.2% | Added |
| Baker Tilly Wealth Management, LLC | 7,051 | $451.0K | 0.06% | −7−0.1% | Reduced |
| Allworth Financial LP | 7,071 | $453.0K | 0.01% | +492+7.5% | Added |
| Affiance Financial, LLC | 7,101 | $454.0K | 0.26% | +328+4.8% | Added |
| HighMark Wealth Management LLC | 7,134 | $457.0K | 0.39% | +20.0% | Added |
| Change Path, LLC | 7,218 | $462.0K | 0.03% | +109+1.5% | Added |
| International Assets Investment Management, LLC | 7,365 | $471.0K | 0.10% | +333+4.7% | Added |
| IHT Wealth Management, LLC | 7,469 | $478.0K | 0.04% | +7,469 | New |
| Quantinno Capital Management LP | 7,534 | $482.0K | 0.06% | +864+13.0% | Added |
| Ascent Group, LLC | 7,406 | $482.0K | 0.06% | +3,943+113.9% | Added |
| Thomas White International Ltd | 7,627 | $488.0K | 0.11% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,575 | $488.0K | 0.07% | +135+1.8% | Added |
| Romano Brothers and Company | 7,664 | $490.0K | 0.08% | +7,664 | New |
| Bradley Foster & Sargent Inc | 7,719 | $494.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,720 | $494.0K | 0.01% | +3,219+71.5% | Added |
| IFP Advisors, Inc | 17,630 | $497.0K | 0.01% | +868+5.2% | Added |
| Checchi Capital Advisers, LLC | 7,782 | $498.0K | 0.05% | +100+1.3% | Added |
| Front Row Advisors LLC | 7,722 | $498.0K | 0.26% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,821 | $501.0K | 0.04% | +74+1.0% | Added |
| Charter Trust Co | 7,835 | $502.0K | 0.04% | −387−4.7% | Reduced |
| Wipfli Financial Advisors LLC, | 7,830 | $504.0K | 0.04% | +7,830 | New |
| Paragon Capital Management Inc | 7,878 | $504.2K | 0.49% | +43+0.5% | Added |
| Sargent Bickham Lagudis LLC | 7,928 | $507.0K | 0.05% | +411+5.5% | Added |
| Welch Group, LLC | 7,990 | $511.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,990 | $511.0K | 0.04% | +1,156+16.9% | Added |
| Gateway Investment Advisers LLC | 7,997 | $512.0K | 0.01% | −1,354−14.5% | Reduced |
| Stock Yards Bank & Trust Co | 8,053 | $515.0K | 0.02% | +1,967+32.3% | Added |
| First Commonwealth Financial Corp | 8,060 | $516.0K | 0.22% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 8,082 | $517.0K | 0.08% | −48−0.6% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $518.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,109 | $519.0K | 0.04% | −240−2.9% | Reduced |
| XTX Topco Ltd | 8,125 | $520.0K | 0.13% | +8,125 | New |
| KCM Investment Advisors LLC | 8,215 | $526.0K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 8,280 | $530.0K | 0.20% | +430+5.5% | Added |
| Aviva PLC | 8,291 | $531.0K | 0.00% | −67,907−89.1% | Reduced |
| CIBC World Markets Corp | 8,300 | $531.0K | 0.01% | −60,070−87.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,306 | $532.0K | 0.05% | +1,923+30.1% | Added |
| Stratos Wealth Partners, LTD. | 8,338 | $534.0K | 0.01% | +185+2.3% | Added |
| West Family Investments, Inc. | 8,376 | $536.0K | 0.23% | +1,634+24.2% | Added |
| Lewis Capital Management, LLC | 8,442 | $540.0K | 0.83% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 8,490 | $543.0K | 0.35% | +40.0% | Added |
| Mutual Advisors, LLC | 8,537 | $546.0K | 0.03% | +1,086+14.6% | Added |
| Regency Capital Management Inc. | 8,590 | $550.0K | 0.67% | −15−0.2% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $555.0K | 0.30% | 00.0% | Unchanged |
| Central Trust Co | 8,761 | $561.0K | 0.02% | −200−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 8,780 | $561.9K | 0.01% | +1,883+27.3% | Added |
| Bigelow Investment Advisors, LLC | 8,778 | $562.0K | 0.34% | +90+1.0% | Added |
| Davenport & Co LLC | 8,823 | $565.0K | 0.00% | +102+1.2% | Added |
| Stonebridge Capital Advisors LLC | 8,974 | $574.0K | 0.07% | −490−5.2% | Reduced |
| National Asset Management, Inc. | 8,961 | $574.0K | 0.02% | +704+8.5% | Added |
| Pearl River Capital, LLC | 9,091 | $582.0K | 0.11% | −10,320−53.2% | Reduced |
| Meeder Asset Management Inc | 9,207 | $590.0K | 0.03% | −397−4.1% | Reduced |
| Fiduciary Trust Co | 9,244 | $591.0K | 0.01% | −101−1.1% | Reduced |
| Balentine LLC | 9,273 | $593.0K | 0.02% | −1,362−12.8% | Reduced |
| Moody National Bank Trust Division | 9,275 | $593.0K | 0.06% | 00.0% | Unchanged |
| Laraway Financial Inc | 9,310 | $596.0K | 0.67% | +20+0.2% | Added |
| Jump Financial, LLC | 9,333 | $597.0K | 0.02% | +6,336+211.4% | Added |
| Sumitomo Life Insurance Co | 9,449 | $605.0K | 0.03% | −417−4.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,626 | $616.0K | 0.04% | −996−9.4% | Reduced |
| FineMark National Bank & Trust | 9,704 | $621.0K | 0.03% | −87−0.9% | Reduced |
| Carret Asset Management, LLC | 9,785 | $626.0K | 0.09% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,787 | $626.4K | 0.54% | −135−1.4% | Reduced |
| Moors & Cabot, Inc. | 9,827 | $629.0K | 0.05% | −800−7.5% | Reduced |
| Farmers & Merchants Investments Inc | 9,823 | $629.0K | 0.03% | −72−0.7% | Reduced |
| PrairieView Partners, LLC | 10,047 | $643.0K | 0.11% | −1,315−11.6% | Reduced |
| First National Bank & Trust Co of Newtown | 10,092 | $646.0K | 0.16% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 10,219 | $654.0K | 0.30% | +1,656+19.3% | Added |
| SC&H Financial Advisors, Inc. | 10,262 | $657.0K | 0.33% | −500−4.6% | Reduced |
| Exchange Traded Concepts, LLC | 10,265 | $657.0K | 0.02% | −306−2.9% | Reduced |
| Signaturefd, LLC | 10,302 | $659.0K | 0.02% | +609+6.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,394 | $665.0K | 0.03% | −19,594−65.3% | Reduced |
| Shaker Investments LLC | 10,394 | $665.0K | 0.45% | +22+0.2% | Added |
| Cahill Financial Advisors Inc | 10,503 | $672.0K | 0.14% | +7+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,647 | $681.0K | 0.01% | −615−5.5% | Reduced |
| Advisory Services Network, LLC | 10,660 | $683.0K | 0.02% | −33−0.3% | Reduced |
| Savant Capital, LLC | 10,794 | $691.0K | 0.02% | −272−2.5% | Reduced |
| TownSquare Capital, LLC | 10,985 | $703.0K | 0.02% | +87+0.8% | Added |
| Two Sigma Securities, LLC | 11,175 | $715.0K | 0.10% | +8,019+254.1% | Added |
| Tradition Wealth Management, LLC | 11,329 | $725.0K | 0.11% | +28+0.2% | Added |
| Emerald Advisors, LLC | 11,366 | $727.0K | 0.21% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $728.0K | 0.07% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 11,445 | $732.0K | 0.31% | −203−1.7% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $735.0K | 0.61% | 00.0% | Unchanged |
| Old Port Advisors | 11,537 | $742.0K | 0.30% | 00.0% | Unchanged |
| Old National Bancorp | 11,652 | $746.0K | 0.03% | +371+3.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 11,677 | $747.0K | 0.52% | −1,073−8.4% | Reduced |