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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 11,780 | $754.0K | 0.03% | +1,139+10.7% | Added |
| KLCM Advisors, Inc. | 11,850 | $758.0K | 0.18% | −63−0.5% | Reduced |
| Coastline Trust Co | 11,985 | $768.0K | 0.12% | 00.0% | Unchanged |
| Veritable, L.P. | 12,202 | $781.0K | 0.02% | −3,547−22.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,234 | $783.0K | 0.58% | +1,062+9.5% | Added |
| Global Retirement Partners, LLC | 12,039 | $784.0K | 0.06% | +106+0.9% | Added |
| Avantax Advisory Services, Inc. | 12,320 | $788.0K | 0.01% | +2,730+28.5% | Added |
| Advisors Management Group Inc | 12,331 | $789.0K | 0.31% | −71−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 12,485 | $799.0K | 0.03% | +1,445+13.1% | Added |
| Marks Group Wealth Management, Inc | 12,497 | $800.0K | 0.12% | 00.0% | Unchanged |
| Sante Capital Fund, LP | 12,556 | $804.0K | 1.65% | −9,680−43.5% | Reduced |
| Venturi Wealth Management, LLC | 12,750 | $816.0K | 0.08% | −856−6.3% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $816.0K | 0.80% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 12,759 | $817.0K | 0.12% | −54−0.4% | Reduced |
| Accredited Investors Inc. | 12,791 | $819.0K | 0.10% | −1,810−12.4% | Reduced |
| Prospera Financial Services Inc | 12,816 | $820.0K | 0.04% | +1,507+13.3% | Added |
| MML Investors Services, LLC | 12,865 | $823.0K | 0.01% | −558−4.2% | Reduced |
| Kenfarb & Co. | 12,885 | $825.0K | 0.78% | 00.0% | Unchanged |
| Empirical Finance, LLC | 13,022 | $833.0K | 0.10% | +2,186+20.2% | Added |
| Foundations Investment Advisors, LLC | 13,141 | $841.0K | 0.04% | +13,141 | New |
| Aveo Capital Partners, LLC | 13,151 | $842.0K | 0.15% | −389−2.9% | Reduced |
| Amarillo National Bank | 13,302 | $851.0K | 0.20% | +2,982+28.9% | Added |
| Bell Bank | 13,336 | $853.0K | 0.11% | +2,557+23.7% | Added |
| Geneos Wealth Management Inc. | 13,477 | $862.0K | 0.06% | −15,634−53.7% | Reduced |
| Horizon Investments, LLC | 13,462 | $862.0K | 0.03% | +9,043+204.6% | Added |
| Dorsey & Whitney Trust CO LLC | 13,509 | $865.0K | 0.09% | −1,729−11.3% | Reduced |
| Advocate Group LLC | 13,581 | $869.0K | 0.21% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 13,679 | $875.0K | 0.15% | +5,000+57.6% | Added |
| Great Valley Advisor Group, Inc. | 13,690 | $876.0K | 0.05% | −16−0.1% | Reduced |
| DeDora Capital, Inc. | 13,841 | $886.0K | 0.46% | +99+0.7% | Added |
| Apollon Wealth Management, LLC | 13,924 | $891.0K | 0.07% | +1,741+14.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,037 | $898.0K | 0.02% | −2,966−17.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,065 | $900.0K | 0.02% | +5,679+67.7% | Added |
| Roosevelt Investment Group LLC | 14,100 | $902.0K | 0.06% | 00.0% | Unchanged |
| Everence Capital Management Inc | 14,114 | $903.0K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 14,236 | $910.0K | 0.01% | −730−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 14,227 | $911.0K | 0.14% | −15−0.1% | Reduced |
| F3Logic, LLC | 14,241 | $912.0K | 0.19% | −39−0.3% | Reduced |
| Kesler, Norman & Wride, LLC | 14,247 | $912.0K | 0.25% | +52+0.4% | Added |
| Asset Dedication, LLC | 14,303 | $913.0K | 0.10% | +597+4.4% | Added |
| Enhancing Capital LLC | 15,500 | $928.0K | 1.15% | 00.0% | Unchanged |
| Dearborn Partners LLC | 14,687 | $940.0K | 0.04% | −254−1.7% | Reduced |
| Ieq Capital, LLC | 14,812 | $948.0K | 0.03% | +7,619+105.9% | Added |
| Telemus Capital, LLC | 15,579 | $997.0K | 0.10% | +1,706+12.3% | Added |
| Toews Corp | 15,600 | $998.0K | 0.73% | −1,400−8.2% | Reduced |
| First Foundation Advisors | 15,692 | $1.00M | 0.05% | +552+3.6% | Added |
| Eudaimonia Partners, LLC | 15,741 | $1.01M | 0.26% | +8,527+118.2% | Added |
| Graham Capital Management, L.P. | 15,907 | $1.02M | 0.04% | +15,907 | New |
| Cypress Capital Group | 15,935 | $1.02M | 0.17% | −1,250−7.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.04M | 0.18% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,264 | $1.04M | 0.86% | +30.0% | Added |
| WealthTrust Axiom LLC | 16,351 | $1.05M | 0.40% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 16,365 | $1.05M | 0.15% | +18+0.1% | Added |
| BerganKDV Wealth Management, LLC | 16,369 | $1.05M | 0.13% | −1,137−6.5% | Reduced |
| Corient Capital Partners, LLC | 14,807 | $1.05M | 0.08% | +209+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,805 | $1.08M | 0.01% | +16,805 | New |
| Carlson Capital Management | 16,840 | $1.08M | 0.09% | +224+1.3% | Added |
| Tiaa, FSB | 16,931 | $1.08M | 0.00% | −2,302−12.0% | Reduced |
| South Dakota Investment Council | 16,964 | $1.09M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 17,249 | $1.10M | 0.00% | +9,742+129.8% | Added |
| Western Wealth Management, LLC | 17,394 | $1.12M | 0.06% | +699+4.2% | Added |
| Stillwater Investment Management, LLC | 17,558 | $1.12M | 0.35% | +126+0.7% | Added |
| First Citizens Bank & Trust Co | 17,586 | $1.13M | 0.04% | +5,938+51.0% | Added |
| NorthRock Partners, LLC | 17,909 | $1.15M | 0.13% | −11,846−39.8% | Reduced |
| Harbour Investments, Inc. | 16,576 | $1.17M | 0.08% | 00.0% | Unchanged |
| First Western Trust Bank | 18,446 | $1.18M | 0.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 18,518 | $1.19M | 0.01% | +7,399+66.5% | Added |
| Sigma Planning Corp | 18,608 | $1.19M | 0.05% | −93−0.5% | Reduced |
| 17 Capital Partners, LLC | 18,854 | $1.21M | 1.65% | −367−1.9% | Reduced |
| Costello Asset Management, INC | 18,909 | $1.21M | 1.14% | −2,145−10.2% | Reduced |
| Hotaling Investment Management, LLC | 19,347 | $1.24M | 0.59% | +760+4.1% | Added |
| Regions Financial Corp | 19,509 | $1.25M | 0.01% | +39+0.2% | Added |
| Valtinson Bruner Financial Planning LLC | 19,577 | $1.25M | 0.77% | −153−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 19,616 | $1.25M | 0.06% | +203+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,602 | $1.25M | 0.12% | +994+5.3% | Added |
| Prelude Capital Management, LLC | 19,824 | $1.27M | 0.06% | +8,436+74.1% | Added |
| Northwestern Mutual Wealth Management Co | 20,177 | $1.29M | 0.00% | −1,973−8.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,672 | $1.30M | 0.02% | +21,672 | New |
| Northwestern Mutual Investment Management Company, LLC | 20,317 | $1.30M | 0.03% | −3,606−15.1% | Reduced |
| Stephens Inc | 20,736 | $1.33M | 0.03% | −1,268−5.8% | Reduced |
| Dean Investment Associates, LLC | 20,747 | $1.33M | 0.27% | −399−1.9% | Reduced |
| Huntington National Bank | 20,796 | $1.33M | 0.02% | −501−2.4% | Reduced |
| D.A. Davidson & Co. | 21,077 | $1.36M | 0.02% | −252−1.2% | Reduced |
| Pacer Advisors, Inc. | 21,466 | $1.37M | 0.01% | −115,174−84.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,755 | $1.39M | 0.01% | +21,755 | New |
| United Services Automobile Association | 21,860 | $1.40M | 0.04% | +2,138+10.8% | Added |
| Oppenheimer & Co Inc | 22,038 | $1.41M | 0.03% | +263+1.2% | Added |
| AGF Investments LLC | 22,988 | $1.47M | 0.13% | +9,713+73.2% | Added |
| Bokf, NA | 23,001 | $1.47M | 0.03% | +10,089+78.1% | Added |
| Cetera Advisors LLC | 23,117 | $1.48M | 0.04% | +1,033+4.7% | Added |
| Virtus ETF Advisers LLC | 23,273 | $1.49M | 0.59% | −2,325−9.1% | Reduced |
| Advisor Partners II, LLC | 23,319 | $1.49M | 0.11% | +23,319 | New |
| Greenleaf Trust | 23,555 | $1.51M | 0.02% | +10,956+87.0% | Added |
| Advisors Asset Management, Inc. | 23,794 | $1.52M | 0.03% | +1,805+8.2% | Added |
| Cetera Investment Advisers | 23,895 | $1.53M | 0.03% | +811+3.5% | Added |
| Van Hulzen Asset Management, LLC | 23,900 | $1.53M | 0.19% | +23,900 | New |
| Engineers Gate Manager LP | 23,943 | $1.53M | 0.10% | −862−3.5% | Reduced |
| Bremer Bank National Association | 23,947 | $1.53M | 0.34% | −2,015−7.8% | Reduced |
| White Pine Capital LLC | 24,145 | $1.54M | 0.64% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24,280 | $1.55M | 0.01% | +23,918+6,607.2% | Added |