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 |
|---|---|---|---|---|---|
| KBC Group NV | 34,178 | $2.19M | 0.01% | +1,805+5.6% | Added |
| Industrial Alliance Investment Management Inc. | 34,096 | $2.18M | 0.06% | +1,423+4.4% | Added |
| Allstate Corp | 33,943 | $2.17M | 0.06% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 33,872 | $2.17M | 0.29% | +23,059+213.3% | Added |
| Quantbot Technologies LP | 33,375 | $2.14M | 0.16% | +33,375 | New |
| ICA Group Wealth Management, LLC | 33,335 | $2.13M | 0.45% | +620+1.9% | Added |
| Metropolitan Life Insurance Co | 32,564 | $2.08M | 0.10% | −240−0.7% | Reduced |
| Allianz Asset Management GmbH | 32,554 | $2.08M | 0.00% | +2,323+7.7% | Added |
| Epiq Partners, LLC | 32,517 | $2.08M | 1.29% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,465 | $2.08M | 0.01% | −5,251−13.9% | Reduced |
| 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 |
| Banque Cantonale Vaudoise | 31,858 | $2.04M | 0.12% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 30,974 | $2.00M | 0.28% | 00.0% | Unchanged |
| LMR Partners LLP | 31,193 | $2.00M | 0.05% | +31,193 | New |
| 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 |
| Hennion & Walsh Asset Management, Inc. | 30,855 | $1.98M | 0.13% | +5,697+22.6% | Added |
| Lockheed Martin Investment Management Co | 30,600 | $1.96M | 0.16% | −6,000−16.4% | Reduced |
| Central Bank & Trust Co | 30,284 | $1.94M | 0.42% | +249+0.8% | Added |
| Ossiam | 30,161 | $1.93M | 0.06% | −6,133−16.9% | Reduced |
| Ergoteles LLC | 29,678 | $1.90M | 0.07% | +29,678 | New |
| Harvest Volatility Management LLC | 29,022 | $1.90M | 0.33% | −487−1.7% | Reduced |
| Keybank National Association | 29,598 | $1.90M | 0.01% | +69+0.2% | Added |
| Icon Advisers Inc | 29,600 | $1.89M | 0.52% | 00.0% | Unchanged |
| Maven Securities LTD | 29,521 | $1.89M | 0.09% | +26,517+882.7% | Added |
| Simplex Trading, LLC | 28,942 | $1.85M | 0.07% | +11,479+65.7% | Added |
| New Mexico Educational Retirement Board | 27,878 | $1.78M | 0.10% | −2,000−6.7% | Reduced |
| CWM, LLC | 27,452 | $1.76M | 0.01% | +4,482+19.5% | Added |
| Neuberger Berman Group LLC | 27,009 | $1.73M | 0.00% | +1,008+3.9% | Added |
| Credit Agricole S A | 25,912 | $1.66M | 0.06% | +189+0.7% | Added |
| Dynamic Technology Lab Private Ltd | 25,678 | $1.64M | 0.16% | +25,678 | New |
| O'Shaughnessy Asset Management, LLC | 25,427 | $1.63M | 0.03% | +10,803+73.9% | Added |
| FourThought Financial, LLC | 25,332 | $1.62M | 0.24% | −6,143−19.5% | Reduced |
| JustInvest LLC | 25,278 | $1.62M | 0.07% | +2,035+8.8% | Added |
| Cornerstone Advisors, LLC | 25,000 | $1.60M | 0.08% | +25,000 | New |
| National Bank of Canada | 24,514 | $1.59M | 0.01% | +3,380+16.0% | Added |
| Peak Financial Advisors LLC | 24,481 | $1.57M | 1.93% | +1,017+4.3% | Added |
| Brown Brothers Harriman & Co | 24,280 | $1.55M | 0.01% | +23,918+6,607.2% | Added |
| White Pine Capital LLC | 24,145 | $1.54M | 0.64% | 00.0% | Unchanged |
| Bremer Bank National Association | 23,947 | $1.53M | 0.34% | −2,015−7.8% | Reduced |
| Engineers Gate Manager LP | 23,943 | $1.53M | 0.10% | −862−3.5% | Reduced |
| Van Hulzen Asset Management, LLC | 23,900 | $1.53M | 0.19% | +23,900 | New |
| Cetera Investment Advisers | 23,895 | $1.53M | 0.03% | +811+3.5% | Added |
| Advisors Asset Management, Inc. | 23,794 | $1.52M | 0.03% | +1,805+8.2% | Added |
| Greenleaf Trust | 23,555 | $1.51M | 0.02% | +10,956+87.0% | Added |
| Advisor Partners II, LLC | 23,319 | $1.49M | 0.11% | +23,319 | New |
| Virtus ETF Advisers LLC | 23,273 | $1.49M | 0.59% | −2,325−9.1% | Reduced |
| Cetera Advisors LLC | 23,117 | $1.48M | 0.04% | +1,033+4.7% | Added |
| Bokf, NA | 23,001 | $1.47M | 0.03% | +10,089+78.1% | Added |
| AGF Investments LLC | 22,988 | $1.47M | 0.13% | +9,713+73.2% | Added |
| Oppenheimer & Co Inc | 22,038 | $1.41M | 0.03% | +263+1.2% | Added |
| United Services Automobile Association | 21,860 | $1.40M | 0.04% | +2,138+10.8% | Added |
| Schonfeld Strategic Advisors LLC | 21,755 | $1.39M | 0.01% | +21,755 | New |
| Pacer Advisors, Inc. | 21,466 | $1.37M | 0.01% | −115,174−84.3% | Reduced |
| D.A. Davidson & Co. | 21,077 | $1.36M | 0.02% | −252−1.2% | Reduced |
| Huntington National Bank | 20,796 | $1.33M | 0.02% | −501−2.4% | Reduced |
| Dean Investment Associates, LLC | 20,747 | $1.33M | 0.27% | −399−1.9% | Reduced |
| Stephens Inc | 20,736 | $1.33M | 0.03% | −1,268−5.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,317 | $1.30M | 0.03% | −3,606−15.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,672 | $1.30M | 0.02% | +21,672 | New |
| Northwestern Mutual Wealth Management Co | 20,177 | $1.29M | 0.00% | −1,973−8.9% | Reduced |
| Prelude Capital Management, LLC | 19,824 | $1.27M | 0.06% | +8,436+74.1% | Added |
| 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 |
| Valtinson Bruner Financial Planning LLC | 19,577 | $1.25M | 0.77% | −153−0.8% | Reduced |
| Regions Financial Corp | 19,509 | $1.25M | 0.01% | +39+0.2% | Added |
| Hotaling Investment Management, LLC | 19,347 | $1.24M | 0.59% | +760+4.1% | Added |
| Costello Asset Management, INC | 18,909 | $1.21M | 1.14% | −2,145−10.2% | Reduced |
| 17 Capital Partners, LLC | 18,854 | $1.21M | 1.65% | −367−1.9% | Reduced |
| Sigma Planning Corp | 18,608 | $1.19M | 0.05% | −93−0.5% | Reduced |
| Banque Pictet & Cie SA | 18,518 | $1.19M | 0.01% | +7,399+66.5% | Added |
| First Western Trust Bank | 18,446 | $1.18M | 0.08% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16,576 | $1.17M | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 17,909 | $1.15M | 0.13% | −11,846−39.8% | Reduced |
| First Citizens Bank & Trust Co | 17,586 | $1.13M | 0.04% | +5,938+51.0% | Added |
| Stillwater Investment Management, LLC | 17,558 | $1.12M | 0.35% | +126+0.7% | Added |
| Western Wealth Management, LLC | 17,394 | $1.12M | 0.06% | +699+4.2% | Added |
| CIBC World Markets Inc. | 17,249 | $1.10M | 0.00% | +9,742+129.8% | Added |
| South Dakota Investment Council | 16,964 | $1.09M | 0.03% | 00.0% | Unchanged |
| Tiaa, FSB | 16,931 | $1.08M | 0.00% | −2,302−12.0% | Reduced |
| Carlson Capital Management | 16,840 | $1.08M | 0.09% | +224+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,805 | $1.08M | 0.01% | +16,805 | New |
| 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 |
| Berger Financial Group, Inc | 16,365 | $1.05M | 0.15% | +18+0.1% | Added |
| WealthTrust Axiom LLC | 16,351 | $1.05M | 0.40% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,264 | $1.04M | 0.86% | +30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.04M | 0.18% | 00.0% | Unchanged |
| Cypress Capital Group | 15,935 | $1.02M | 0.17% | −1,250−7.3% | Reduced |
| Graham Capital Management, L.P. | 15,907 | $1.02M | 0.04% | +15,907 | New |
| Eudaimonia Partners, LLC | 15,741 | $1.01M | 0.26% | +8,527+118.2% | Added |
| First Foundation Advisors | 15,692 | $1.00M | 0.05% | +552+3.6% | Added |
| Toews Corp | 15,600 | $998.0K | 0.73% | −1,400−8.2% | Reduced |
| Telemus Capital, LLC | 15,579 | $997.0K | 0.10% | +1,706+12.3% | Added |
| Ieq Capital, LLC | 14,812 | $948.0K | 0.03% | +7,619+105.9% | Added |
| Dearborn Partners LLC | 14,687 | $940.0K | 0.04% | −254−1.7% | Reduced |
| Enhancing Capital LLC | 15,500 | $928.0K | 1.15% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14,303 | $913.0K | 0.10% | +597+4.4% | Added |
| F3Logic, LLC | 14,241 | $912.0K | 0.19% | −39−0.3% | Reduced |