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 |
|---|---|---|---|---|---|
| Schubert & Co | 87 | $6.00K | 0.01% | +14+19.2% | Added |
| EdgeRock Capital LLC | 101 | $6.00K | 0.00% | +101 | New |
| West Paces Advisors Inc. | 83 | $5.31K | 0.00% | +17+25.8% | Added |
| Pittenger & Anderson Inc | 72 | $5.00K | 0.00% | −50−41.0% | Reduced |
| Aspire Private Capital, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 63 | $4.00K | 0.00% | −94−59.9% | Reduced |
| Lee Financial Co | 60 | $4.00K | 0.00% | +10+20.0% | Added |
| Carolinas Wealth Consulting LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $4.00K | 0.00% | +20+48.8% | Added |
| Covington Capital Management | 60 | $4.00K | 0.00% | +60 | New |
| Parallax Volatility Advisers, L.P. | 60 | $4.00K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 57 | $3.65K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 43 | $3.00K | 0.00% | +5+13.2% | Added |
| DT Investment Partners, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Abound Wealth Management | 34 | $2.18K | 0.00% | +34 | New |
| Tortoise Investment Management, LLC | 39 | $2.00K | 0.00% | −35−47.3% | Reduced |
| MCF Advisors LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Anchor Investment Management, LLC | 31 | $1.98K | 0.00% | +31 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | −2−16.7% | Reduced |
| Column Capital Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $1.00K | 0.00% | +3+50.0% | Added |
| American National Bank | 19 | $1.00K | 0.00% | +19 | New |
| Selective Wealth Management, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Dougherty Wealth Advisers LLC | 15 | $1.00K | 0.00% | +15 | New |
| CFS Investment Advisory Services, LLC | 52,608 | $1.00K | 0.00% | +52,608 | New |
| Financial Synergies Wealth Advisors, Inc. | 15 | $960 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Coann Capital LLC | 0 | $0 | 0.00% | −296,089−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −106,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −87,381−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −72,963−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −67,368−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −41,988−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −24,762−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −17,728−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −12,680−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,153−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,942−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,170−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −7,069−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −6,967−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| North Star Asset Management Inc | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,458−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,352−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −3,048−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −3,021−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −3,012−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −3,007−100.0% | Sold out |
| Ellenbecker Investment Group | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Ledge Wealth Management, Inc. | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| 9258 Wealth Management, LLC | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| Rollins Financial | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,139−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −621−100.0% | Sold out |