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 |
|---|---|---|---|---|---|
| Peak Financial Advisors LLC | 24,481 | $1.57M | 1.93% | +1,017+4.3% | Added |
| National Bank of Canada | 24,514 | $1.59M | 0.01% | +3,380+16.0% | Added |
| Cornerstone Advisors, LLC | 25,000 | $1.60M | 0.08% | +25,000 | New |
| JustInvest LLC | 25,278 | $1.62M | 0.07% | +2,035+8.8% | Added |
| FourThought Financial, LLC | 25,332 | $1.62M | 0.24% | −6,143−19.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,427 | $1.63M | 0.03% | +10,803+73.9% | Added |
| Dynamic Technology Lab Private Ltd | 25,678 | $1.64M | 0.16% | +25,678 | New |
| Credit Agricole S A | 25,912 | $1.66M | 0.06% | +189+0.7% | Added |
| Neuberger Berman Group LLC | 27,009 | $1.73M | 0.00% | +1,008+3.9% | Added |
| CWM, LLC | 27,452 | $1.76M | 0.01% | +4,482+19.5% | Added |
| New Mexico Educational Retirement Board | 27,878 | $1.78M | 0.10% | −2,000−6.7% | Reduced |
| Simplex Trading, LLC | 28,942 | $1.85M | 0.07% | +11,479+65.7% | Added |
| Maven Securities LTD | 29,521 | $1.89M | 0.09% | +26,517+882.7% | Added |
| Icon Advisers Inc | 29,600 | $1.89M | 0.52% | 00.0% | Unchanged |
| Keybank National Association | 29,598 | $1.90M | 0.01% | +69+0.2% | Added |
| Harvest Volatility Management LLC | 29,022 | $1.90M | 0.33% | −487−1.7% | Reduced |
| Ergoteles LLC | 29,678 | $1.90M | 0.07% | +29,678 | New |
| Ossiam | 30,161 | $1.93M | 0.06% | −6,133−16.9% | Reduced |
| Central Bank & Trust Co | 30,284 | $1.94M | 0.42% | +249+0.8% | Added |
| Lockheed Martin Investment Management Co | 30,600 | $1.96M | 0.16% | −6,000−16.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,855 | $1.98M | 0.13% | +5,697+22.6% | Added |
| Seeyond | 31,106 | $1.99M | 0.24% | −3,906−11.2% | Reduced |
| First Bank & Trust | 31,088 | $1.99M | 0.73% | +1,359+4.6% | Added |
| LMR Partners LLP | 31,193 | $2.00M | 0.05% | +31,193 | New |
| Kinneret Advisory, LLC | 30,974 | $2.00M | 0.28% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 31,858 | $2.04M | 0.12% | 00.0% | Unchanged |
| Winton Group Ltd | 31,928 | $2.04M | 0.13% | −35,200−52.4% | Reduced |
| STRS Ohio | 31,937 | $2.04M | 0.01% | −368−1.1% | Reduced |
| Baird Financial Group, Inc. | 32,465 | $2.08M | 0.01% | −5,251−13.9% | Reduced |
| Epiq Partners, LLC | 32,517 | $2.08M | 1.29% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 32,554 | $2.08M | 0.00% | +2,323+7.7% | Added |
| Metropolitan Life Insurance Co | 32,564 | $2.08M | 0.10% | −240−0.7% | Reduced |
| ICA Group Wealth Management, LLC | 33,335 | $2.13M | 0.45% | +620+1.9% | Added |
| Quantbot Technologies LP | 33,375 | $2.14M | 0.16% | +33,375 | New |
| O'Brien Greene & Co. Inc | 33,872 | $2.17M | 0.29% | +23,059+213.3% | Added |
| Allstate Corp | 33,943 | $2.17M | 0.06% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 34,096 | $2.18M | 0.06% | +1,423+4.4% | Added |
| KBC Group NV | 34,178 | $2.19M | 0.01% | +1,805+5.6% | Added |
| United Capital Financial Advisers, LLC | 34,349 | $2.20M | 0.01% | −2,589−7.0% | Reduced |
| Agf Investments Inc. | 35,096 | $2.25M | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 35,392 | $2.26M | 0.05% | −1,369−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,600 | $2.28M | 0.04% | −1,936−5.2% | Reduced |
| Ontario Teachers Pension Plan Board | 37,806 | $2.42M | 0.03% | +6,111+19.3% | Added |
| SG Americas Securities, LLC | 37,937 | $2.43M | 0.04% | +7,242+23.6% | Added |
| Norinchukin Bank, The | 38,433 | $2.46M | 0.05% | +1,560+4.2% | Added |
| Blair William & Co | 38,774 | $2.48M | 0.01% | +2,685+7.4% | Added |
| Shell Asset Management Co | 39,617 | $2.54M | 0.10% | −8,474−17.6% | Reduced |
| First Dallas Securities Inc. | 39,763 | $2.55M | 1.75% | −1,633−3.9% | Reduced |
| Elo Mutual Pension Insurance Co | 40,907 | $2.62M | 0.10% | −1,990−4.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 41,038 | $2.63M | 0.35% | +375+0.9% | Added |
| Thrivent Financial for Lutherans | 40,773 | $2.63M | 0.01% | −1,476−3.5% | Reduced |
| Oregon Public Employees Retirement Fund | 41,846 | $2.68M | 0.04% | −878−2.1% | Reduced |
| Assetmark, Inc | 42,616 | $2.73M | 0.01% | +16,642+64.1% | Added |
| Wedbush Securities Inc | 42,629 | $2.73M | 0.15% | −643−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 42,772 | $2.74M | 0.07% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 42,817 | $2.74M | 0.12% | +2,394+5.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 43,775 | $2.80M | 0.01% | −27,967−39.0% | Reduced |
| Crossmark Global Holdings, Inc. | 44,482 | $2.85M | 0.08% | +3,028+7.3% | Added |
| Securian Asset Management, Inc | 44,519 | $2.85M | 0.08% | −10,292−18.8% | Reduced |
| Stiles Financial Services Inc | 44,737 | $2.86M | 1.74% | −204−0.5% | Reduced |
| ING Groep NV | 44,747 | $2.86M | 0.05% | −89,517−66.7% | Reduced |
| Hirtle Callaghan & Co LLC | 44,800 | $2.87M | 0.21% | +44,800 | New |
| PEAK6 Investments LLC | 45,117 | $2.89M | 0.11% | +7,006+18.4% | Added |
| ARS Investment Partners, LLC | 45,137 | $2.89M | 0.40% | +3,742+9.0% | Added |
| Moloney Securities Asset Management, LLC | 46,896 | $3.00M | 0.73% | −151−0.3% | Reduced |
| Putnam Investments LLC | 47,034 | $3.01M | 0.01% | −12,020−20.4% | Reduced |
| Fifth Third Bancorp | 47,113 | $3.02M | 0.02% | +1,501+3.3% | Added |
| USA Financial Portformulas Corp | 47,460 | $3.04M | 4.79% | +2,060+4.5% | Added |
| Bridge Creek Capital Management LLC | 47,927 | $3.07M | 1.32% | −118−0.2% | Reduced |
| NatWest Group plc | 48,630 | $3.11M | 1.81% | +23,173+91.0% | Added |
| Los Angeles Capital Management LLC | 48,969 | $3.13M | 0.02% | −874−1.8% | Reduced |
| Private Advisor Group, LLC | 49,662 | $3.18M | 0.04% | −5,364−9.7% | Reduced |
| Truist Financial Corp | 49,818 | $3.19M | 0.01% | +4,978+11.1% | Added |
| Regentatlantic Capital LLC | 50,430 | $3.23M | 0.10% | +23,701+88.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,118 | $3.27M | 0.07% | +3,106+6.5% | Added |
| Spire Wealth Management | 51,175 | $3.27M | 0.20% | −21,623−29.7% | Reduced |
| Jarislowsky, Fraser Ltd | 51,300 | $3.28M | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 51,643 | $3.31M | 0.38% | +1,173+2.3% | Added |
| Atria Investments LLC | 51,955 | $3.33M | 0.07% | +1,146+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 51,970 | $3.33M | 0.04% | +51,970 | New |
| Benjamin Edwards Inc | 52,107 | $3.33M | 1.00% | +358+0.7% | Added |
| Profund Advisors LLC | 52,515 | $3.36M | 0.24% | −851−1.6% | Reduced |
| Mercer Global Advisors Inc | 52,556 | $3.36M | 0.02% | −2,680−4.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 52,905 | $3.39M | 0.20% | −790−1.5% | Reduced |
| Mission Wealth Management, LP | 53,252 | $3.41M | 0.18% | +1,329+2.6% | Added |
| British Columbia Investment Management Corp | 53,966 | $3.45M | 0.04% | −9,158−14.5% | Reduced |
| Schroder Investment Management Group | 54,062 | $3.46M | 0.01% | +1,522+2.9% | Added |
| Shelton Capital Management | 54,396 | $3.48M | 0.17% | +1,041+2.0% | Added |
| Quadrature Capital Ltd | 54,419 | $3.48M | 0.11% | +34,546+173.8% | Added |
| AE Wealth Management LLC | 54,936 | $3.52M | 0.03% | +3,500+6.8% | Added |
| Nisa Investment Advisors, LLC | 55,366 | $3.55M | 0.03% | −15,279−21.6% | Reduced |
| Koshinski Asset Management, Inc. | 57,713 | $3.69M | 0.44% | +3,297+6.1% | Added |
| Kempen Capital Management N.V. | 58,435 | $3.74M | 0.15% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 58,647 | $3.75M | 0.05% | −851−1.4% | Reduced |
| Nissay Asset Management Corp | 59,069 | $3.78M | 0.04% | +2,301+4.1% | Added |
| Mariner, LLC | 59,486 | $3.81M | 0.02% | +12,529+26.7% | Added |
| Sadoff Investment Management LLC | 59,362 | $3.83M | 0.30% | −300−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 60,013 | $3.84M | 0.38% | +60,013 | New |
| HGK Asset Management Inc | 60,747 | $3.89M | 1.45% | −677−1.1% | Reduced |
| Tudor Investment Corp Et Al | 61,086 | $3.91M | 0.10% | +36,911+152.7% | Added |