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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 14,247 | $912.0K | 0.25% | +52+0.4% | Added |
| SRS Capital Advisors, Inc. | 14,227 | $911.0K | 0.14% | −15−0.1% | Reduced |
| Glenmede Trust Co NA | 14,236 | $910.0K | 0.01% | −730−4.9% | Reduced |
| Everence Capital Management Inc | 14,114 | $903.0K | 0.08% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 14,100 | $902.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 14,065 | $900.0K | 0.02% | +5,679+67.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,037 | $898.0K | 0.02% | −2,966−17.4% | Reduced |
| Apollon Wealth Management, LLC | 13,924 | $891.0K | 0.07% | +1,741+14.3% | Added |
| DeDora Capital, Inc. | 13,841 | $886.0K | 0.46% | +99+0.7% | Added |
| Great Valley Advisor Group, Inc. | 13,690 | $876.0K | 0.05% | −16−0.1% | Reduced |
| Sheets Smith Wealth Management | 13,679 | $875.0K | 0.15% | +5,000+57.6% | Added |
| Advocate Group LLC | 13,581 | $869.0K | 0.21% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,509 | $865.0K | 0.09% | −1,729−11.3% | Reduced |
| 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 |
| Bell Bank | 13,336 | $853.0K | 0.11% | +2,557+23.7% | Added |
| Amarillo National Bank | 13,302 | $851.0K | 0.20% | +2,982+28.9% | Added |
| Aveo Capital Partners, LLC | 13,151 | $842.0K | 0.15% | −389−2.9% | Reduced |
| Foundations Investment Advisors, LLC | 13,141 | $841.0K | 0.04% | +13,141 | New |
| Empirical Finance, LLC | 13,022 | $833.0K | 0.10% | +2,186+20.2% | Added |
| Kenfarb & Co. | 12,885 | $825.0K | 0.78% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,865 | $823.0K | 0.01% | −558−4.2% | Reduced |
| Prospera Financial Services Inc | 12,816 | $820.0K | 0.04% | +1,507+13.3% | Added |
| Accredited Investors Inc. | 12,791 | $819.0K | 0.10% | −1,810−12.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 12,759 | $817.0K | 0.12% | −54−0.4% | 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 |
| Sante Capital Fund, LP | 12,556 | $804.0K | 1.65% | −9,680−43.5% | Reduced |
| Marks Group Wealth Management, Inc | 12,497 | $800.0K | 0.12% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 12,485 | $799.0K | 0.03% | +1,445+13.1% | Added |
| Advisors Management Group Inc | 12,331 | $789.0K | 0.31% | −71−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 12,320 | $788.0K | 0.01% | +2,730+28.5% | Added |
| Global Retirement Partners, LLC | 12,039 | $784.0K | 0.06% | +106+0.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,234 | $783.0K | 0.58% | +1,062+9.5% | Added |
| Veritable, L.P. | 12,202 | $781.0K | 0.02% | −3,547−22.5% | Reduced |
| Coastline Trust Co | 11,985 | $768.0K | 0.12% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 11,850 | $758.0K | 0.18% | −63−0.5% | Reduced |
| First Hawaiian Bank | 11,780 | $754.0K | 0.03% | +1,139+10.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 11,677 | $747.0K | 0.52% | −1,073−8.4% | Reduced |
| Old National Bancorp | 11,652 | $746.0K | 0.03% | +371+3.3% | Added |
| Old Port Advisors | 11,537 | $742.0K | 0.30% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 11,491 | $735.0K | 0.61% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 11,445 | $732.0K | 0.31% | −203−1.7% | Reduced |
| Bard Financial Services, Inc. | 11,375 | $728.0K | 0.07% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $727.0K | 0.21% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,329 | $725.0K | 0.11% | +28+0.2% | Added |
| Two Sigma Securities, LLC | 11,175 | $715.0K | 0.10% | +8,019+254.1% | Added |
| TownSquare Capital, LLC | 10,985 | $703.0K | 0.02% | +87+0.8% | Added |
| Savant Capital, LLC | 10,794 | $691.0K | 0.02% | −272−2.5% | Reduced |
| Advisory Services Network, LLC | 10,660 | $683.0K | 0.02% | −33−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,647 | $681.0K | 0.01% | −615−5.5% | Reduced |
| Cahill Financial Advisors Inc | 10,503 | $672.0K | 0.14% | +7+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,394 | $665.0K | 0.03% | −19,594−65.3% | Reduced |
| Shaker Investments LLC | 10,394 | $665.0K | 0.45% | +22+0.2% | Added |
| Signaturefd, LLC | 10,302 | $659.0K | 0.02% | +609+6.3% | Added |
| SC&H Financial Advisors, Inc. | 10,262 | $657.0K | 0.33% | −500−4.6% | Reduced |
| Exchange Traded Concepts, LLC | 10,265 | $657.0K | 0.02% | −306−2.9% | Reduced |
| NovaPoint Capital, LLC | 10,219 | $654.0K | 0.30% | +1,656+19.3% | Added |
| First National Bank & Trust Co of Newtown | 10,092 | $646.0K | 0.16% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10,047 | $643.0K | 0.11% | −1,315−11.6% | Reduced |
| Moors & Cabot, Inc. | 9,827 | $629.0K | 0.05% | −800−7.5% | Reduced |
| Farmers & Merchants Investments Inc | 9,823 | $629.0K | 0.03% | −72−0.7% | Reduced |
| American State Bank (Iowa) | 9,787 | $626.4K | 0.54% | −135−1.4% | Reduced |
| Carret Asset Management, LLC | 9,785 | $626.0K | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 9,704 | $621.0K | 0.03% | −87−0.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,626 | $616.0K | 0.04% | −996−9.4% | Reduced |
| Sumitomo Life Insurance Co | 9,449 | $605.0K | 0.03% | −417−4.2% | Reduced |
| Jump Financial, LLC | 9,333 | $597.0K | 0.02% | +6,336+211.4% | Added |
| Laraway Financial Inc | 9,310 | $596.0K | 0.67% | +20+0.2% | Added |
| Balentine LLC | 9,273 | $593.0K | 0.02% | −1,362−12.8% | Reduced |
| Moody National Bank Trust Division | 9,275 | $593.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,244 | $591.0K | 0.01% | −101−1.1% | Reduced |
| Meeder Asset Management Inc | 9,207 | $590.0K | 0.03% | −397−4.1% | Reduced |
| Pearl River Capital, LLC | 9,091 | $582.0K | 0.11% | −10,320−53.2% | Reduced |
| Stonebridge Capital Advisors LLC | 8,974 | $574.0K | 0.07% | −490−5.2% | Reduced |
| National Asset Management, Inc. | 8,961 | $574.0K | 0.02% | +704+8.5% | Added |
| Davenport & Co LLC | 8,823 | $565.0K | 0.00% | +102+1.2% | Added |
| Bigelow Investment Advisors, LLC | 8,778 | $562.0K | 0.34% | +90+1.0% | Added |
| Atria Wealth Solutions, Inc. | 8,780 | $561.9K | 0.01% | +1,883+27.3% | Added |
| Central Trust Co | 8,761 | $561.0K | 0.02% | −200−2.2% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $555.0K | 0.30% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 8,590 | $550.0K | 0.67% | −15−0.2% | Reduced |
| Mutual Advisors, LLC | 8,537 | $546.0K | 0.03% | +1,086+14.6% | Added |
| Access Financial Services, Inc. | 8,490 | $543.0K | 0.35% | +40.0% | Added |
| Lewis Capital Management, LLC | 8,442 | $540.0K | 0.83% | 00.0% | Unchanged |
| West Family Investments, Inc. | 8,376 | $536.0K | 0.23% | +1,634+24.2% | Added |
| Stratos Wealth Partners, LTD. | 8,338 | $534.0K | 0.01% | +185+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,306 | $532.0K | 0.05% | +1,923+30.1% | Added |
| Aviva PLC | 8,291 | $531.0K | 0.00% | −67,907−89.1% | Reduced |
| CIBC World Markets Corp | 8,300 | $531.0K | 0.01% | −60,070−87.9% | Reduced |
| JSF Financial, LLC | 8,280 | $530.0K | 0.20% | +430+5.5% | Added |
| KCM Investment Advisors LLC | 8,215 | $526.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,125 | $520.0K | 0.13% | +8,125 | New |
| Perigon Wealth Management, LLC | 8,109 | $519.0K | 0.04% | −240−2.9% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $518.0K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 8,082 | $517.0K | 0.08% | −48−0.6% | Reduced |
| First Commonwealth Financial Corp | 8,060 | $516.0K | 0.22% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 8,053 | $515.0K | 0.02% | +1,967+32.3% | Added |
| Gateway Investment Advisers LLC | 7,997 | $512.0K | 0.01% | −1,354−14.5% | Reduced |
| Welch Group, LLC | 7,990 | $511.0K | 0.03% | 00.0% | Unchanged |