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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 87,889 | $5.63M | 2.31% | −220.0% | Reduced |
| Alaska Permanent Fund Corp | 87,580 | $5.61M | 0.10% | +738+0.8% | Added |
| Asset Planning Services Inc | 86,123 | $5.51M | 3.87% | −50.0% | Reduced |
| Intech Investment Management LLC | 84,379 | $5.40M | 0.04% | −56,611−40.2% | Reduced |
| Kestra Advisory Services, LLC | 84,301 | $5.39M | 0.06% | +37,350+79.6% | Added |
| First PREMIER Bank | 83,186 | $5.32M | 1.74% | −222−0.3% | Reduced |
| Hartford Investment Management Co | 83,128 | $5.32M | 0.17% | +6,681+8.7% | Added |
| Premier Fund Managers Ltd | 80,000 | $5.23M | 0.39% | +10,000+14.3% | Added |
| Mattern Capital Management, LLC | 80,077 | $5.13M | 1.07% | −227−0.3% | Reduced |
| Xponance, Inc. | 79,496 | $5.09M | 0.10% | +33,882+74.3% | Added |
| Braun Stacey Associates Inc | 79,141 | $5.07M | 0.31% | +2,780+3.6% | Added |
| Summit Global Investments | 78,747 | $5.04M | 0.47% | −4,449−5.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 77,952 | $4.99M | 0.02% | +13,343+20.7% | Added |
| Aquatic Capital Management LLC | 77,923 | $4.99M | 0.49% | +77,923 | New |
| Texas Permanent School Fund | 77,396 | $4.95M | 0.08% | +5,456+7.6% | Added |
| New York Life Investment Management LLC | 77,197 | $4.94M | 0.06% | +540+0.7% | Added |
| Comerica Bank | 80,221 | $4.94M | 0.04% | +3,099+4.0% | Added |
| Mutual of America Capital Management LLC | 75,729 | $4.85M | 0.07% | +1,478+2.0% | Added |
| Waratah Capital Advisors Ltd. | 74,545 | $4.77M | 0.32% | +23,420+45.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 73,852 | $4.73M | 0.02% | +26,359+55.5% | Added |
| Cerity Partners LLC | 72,435 | $4.64M | 0.06% | +706+1.0% | Added |
| Wealthfront Advisers LLC | 72,019 | $4.61M | 0.02% | −970−1.3% | Reduced |
| Bogart Wealth, LLC | 70,490 | $4.51M | 0.38% | +10,766+18.0% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.48M | 0.58% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 68,444 | $4.38M | 0.05% | +1,108+1.6% | Added |
| Jupiter Asset Management Ltd | 65,379 | $4.18M | 0.06% | +54,430+497.1% | Added |
| BTC Capital Management, Inc. | 65,140 | $4.17M | 0.55% | +65,140 | New |
| Meyer Handelman Co | 64,725 | $4.14M | 0.19% | 00.0% | Unchanged |
| Railway Pension Investments Ltd | 64,700 | $4.14M | 0.04% | +64,700 | New |
| Louisiana State Employees Retirement System | 64,400 | $4.12M | 0.12% | +700+1.1% | Added |
| Teza Capital Management LLC | 64,380 | $4.12M | 0.85% | +42,383+192.7% | Added |
| Integrated Advisors Network LLC | 64,325 | $4.12M | 0.28% | −2,315−3.5% | Reduced |
| AdvisorNet Financial, Inc | 63,656 | $4.07M | 0.41% | −2,197−3.3% | Reduced |
| Czech National Bank | 63,551 | $4.07M | 0.12% | +63,551 | New |
| Daiwa Securities Group Inc. | 63,258 | $4.05M | 0.03% | +8,702+16.0% | Added |
| Trexquant Investment LP | 62,961 | $4.03M | 0.14% | +45,299+256.5% | Added |
| Holocene Advisors, LP | 62,153 | $3.98M | 0.03% | +6,155+11.0% | Added |
| Bank of Nova Scotia | 61,203 | $3.92M | 0.01% | +1,536+2.6% | Added |
| Tudor Investment Corp Et Al | 61,086 | $3.91M | 0.10% | +36,911+152.7% | Added |
| HGK Asset Management Inc | 60,747 | $3.89M | 1.45% | −677−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 60,013 | $3.84M | 0.38% | +60,013 | New |
| Sadoff Investment Management LLC | 59,362 | $3.83M | 0.30% | −300−0.5% | Reduced |
| Mariner, LLC | 59,486 | $3.81M | 0.02% | +12,529+26.7% | Added |
| Nissay Asset Management Corp | 59,069 | $3.78M | 0.04% | +2,301+4.1% | Added |
| Cetera Advisor Networks LLC | 58,647 | $3.75M | 0.05% | −851−1.4% | Reduced |
| Kempen Capital Management N.V. | 58,435 | $3.74M | 0.15% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 57,713 | $3.69M | 0.44% | +3,297+6.1% | Added |
| Nisa Investment Advisors, LLC | 55,366 | $3.55M | 0.03% | −15,279−21.6% | Reduced |
| AE Wealth Management LLC | 54,936 | $3.52M | 0.03% | +3,500+6.8% | Added |
| Quadrature Capital Ltd | 54,419 | $3.48M | 0.11% | +34,546+173.8% | Added |
| Shelton Capital Management | 54,396 | $3.48M | 0.17% | +1,041+2.0% | Added |
| Schroder Investment Management Group | 54,062 | $3.46M | 0.01% | +1,522+2.9% | Added |
| British Columbia Investment Management Corp | 53,966 | $3.45M | 0.04% | −9,158−14.5% | Reduced |
| Mission Wealth Management, LP | 53,252 | $3.41M | 0.18% | +1,329+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 52,905 | $3.39M | 0.20% | −790−1.5% | Reduced |
| Mercer Global Advisors Inc | 52,556 | $3.36M | 0.02% | −2,680−4.9% | Reduced |
| Profund Advisors LLC | 52,515 | $3.36M | 0.24% | −851−1.6% | Reduced |
| Benjamin Edwards Inc | 52,107 | $3.33M | 1.00% | +358+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 51,970 | $3.33M | 0.04% | +51,970 | New |
| Atria Investments LLC | 51,955 | $3.33M | 0.07% | +1,146+2.3% | Added |
| Siemens Fonds Invest GmbH | 51,643 | $3.31M | 0.38% | +1,173+2.3% | Added |
| Jarislowsky, Fraser Ltd | 51,300 | $3.28M | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 51,175 | $3.27M | 0.20% | −21,623−29.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,118 | $3.27M | 0.07% | +3,106+6.5% | Added |
| Regentatlantic Capital LLC | 50,430 | $3.23M | 0.10% | +23,701+88.7% | Added |
| Truist Financial Corp | 49,818 | $3.19M | 0.01% | +4,978+11.1% | Added |
| Private Advisor Group, LLC | 49,662 | $3.18M | 0.04% | −5,364−9.7% | Reduced |
| Los Angeles Capital Management LLC | 48,969 | $3.13M | 0.02% | −874−1.8% | Reduced |
| NatWest Group plc | 48,630 | $3.11M | 1.81% | +23,173+91.0% | Added |
| Bridge Creek Capital Management LLC | 47,927 | $3.07M | 1.32% | −118−0.2% | Reduced |
| USA Financial Portformulas Corp | 47,460 | $3.04M | 4.79% | +2,060+4.5% | Added |
| Fifth Third Bancorp | 47,113 | $3.02M | 0.02% | +1,501+3.3% | Added |
| Putnam Investments LLC | 47,034 | $3.01M | 0.01% | −12,020−20.4% | Reduced |
| Moloney Securities Asset Management, LLC | 46,896 | $3.00M | 0.73% | −151−0.3% | Reduced |
| ARS Investment Partners, LLC | 45,137 | $2.89M | 0.40% | +3,742+9.0% | Added |
| PEAK6 Investments LLC | 45,117 | $2.89M | 0.11% | +7,006+18.4% | Added |
| Hirtle Callaghan & Co LLC | 44,800 | $2.87M | 0.21% | +44,800 | New |
| ING Groep NV | 44,747 | $2.86M | 0.05% | −89,517−66.7% | Reduced |
| Stiles Financial Services Inc | 44,737 | $2.86M | 1.74% | −204−0.5% | Reduced |
| Securian Asset Management, Inc | 44,519 | $2.85M | 0.08% | −10,292−18.8% | Reduced |
| Crossmark Global Holdings, Inc. | 44,482 | $2.85M | 0.08% | +3,028+7.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 43,775 | $2.80M | 0.01% | −27,967−39.0% | Reduced |
| Kentucky Retirement Systems | 42,817 | $2.74M | 0.12% | +2,394+5.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,772 | $2.74M | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 42,629 | $2.73M | 0.15% | −643−1.5% | Reduced |
| Assetmark, Inc | 42,616 | $2.73M | 0.01% | +16,642+64.1% | Added |
| Oregon Public Employees Retirement Fund | 41,846 | $2.68M | 0.04% | −878−2.1% | Reduced |
| Thrivent Financial for Lutherans | 40,773 | $2.63M | 0.01% | −1,476−3.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 41,038 | $2.63M | 0.35% | +375+0.9% | Added |
| Elo Mutual Pension Insurance Co | 40,907 | $2.62M | 0.10% | −1,990−4.6% | Reduced |
| First Dallas Securities Inc. | 39,763 | $2.55M | 1.75% | −1,633−3.9% | Reduced |
| Shell Asset Management Co | 39,617 | $2.54M | 0.10% | −8,474−17.6% | Reduced |
| Blair William & Co | 38,774 | $2.48M | 0.01% | +2,685+7.4% | Added |
| Norinchukin Bank, The | 38,433 | $2.46M | 0.05% | +1,560+4.2% | Added |
| SG Americas Securities, LLC | 37,937 | $2.43M | 0.04% | +7,242+23.6% | Added |
| Ontario Teachers Pension Plan Board | 37,806 | $2.42M | 0.03% | +6,111+19.3% | Added |
| Steward Partners Investment Advisory, LLC | 35,600 | $2.28M | 0.04% | −1,936−5.2% | Reduced |
| Beacon Pointe Advisors, LLC | 35,392 | $2.26M | 0.05% | −1,369−3.7% | Reduced |
| Agf Investments Inc. | 35,096 | $2.25M | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 34,349 | $2.20M | 0.01% | −2,589−7.0% | Reduced |