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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 7,990 | $511.0K | 0.04% | +1,156+16.9% | Added |
| Sargent Bickham Lagudis LLC | 7,928 | $507.0K | 0.05% | +411+5.5% | Added |
| Paragon Capital Management Inc | 7,878 | $504.2K | 0.49% | +43+0.5% | Added |
| Wipfli Financial Advisors LLC, | 7,830 | $504.0K | 0.04% | +7,830 | New |
| Charter Trust Co | 7,835 | $502.0K | 0.04% | −387−4.7% | Reduced |
| Parsons Capital Management Inc | 7,821 | $501.0K | 0.04% | +74+1.0% | Added |
| Checchi Capital Advisers, LLC | 7,782 | $498.0K | 0.05% | +100+1.3% | Added |
| Front Row Advisors LLC | 7,722 | $498.0K | 0.26% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17,630 | $497.0K | 0.01% | +868+5.2% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $494.0K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 7,720 | $494.0K | 0.01% | +3,219+71.5% | Added |
| Romano Brothers and Company | 7,664 | $490.0K | 0.08% | +7,664 | New |
| Thomas White International Ltd | 7,627 | $488.0K | 0.11% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,575 | $488.0K | 0.07% | +135+1.8% | Added |
| Quantinno Capital Management LP | 7,534 | $482.0K | 0.06% | +864+13.0% | Added |
| Ascent Group, LLC | 7,406 | $482.0K | 0.06% | +3,943+113.9% | Added |
| IHT Wealth Management, LLC | 7,469 | $478.0K | 0.04% | +7,469 | New |
| International Assets Investment Management, LLC | 7,365 | $471.0K | 0.10% | +333+4.7% | Added |
| Change Path, LLC | 7,218 | $462.0K | 0.03% | +109+1.5% | Added |
| HighMark Wealth Management LLC | 7,134 | $457.0K | 0.39% | +20.0% | Added |
| Affiance Financial, LLC | 7,101 | $454.0K | 0.26% | +328+4.8% | Added |
| Allworth Financial LP | 7,071 | $453.0K | 0.01% | +492+7.5% | Added |
| Baker Tilly Wealth Management, LLC | 7,051 | $451.0K | 0.06% | −7−0.1% | Reduced |
| Federated Hermes, Inc. | 6,985 | $447.0K | 0.00% | +1,317+23.2% | Added |
| SFMG, LLC | 7,674 | $445.0K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,952 | $445.0K | 0.17% | +75+1.1% | Added |
| Veriti Management LLC | 6,939 | $444.0K | 0.06% | +218+3.2% | Added |
| Independent Solutions Wealth Management, LLC | 6,934 | $443.8K | 0.15% | +2,000+40.5% | Added |
| Argent Trust Co | 6,877 | $441.0K | 0.03% | +500+7.8% | Added |
| Gofen & Glossberg LLC | 6,795 | $435.0K | 0.01% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 6,714 | $430.0K | 0.26% | +426+6.8% | Added |
| Schmidt P J Investment Management Inc | 7,036 | $428.0K | 0.10% | +7,036 | New |
| Connacht Asset Management LP | 6,648 | $425.0K | 0.80% | +6,648 | New |
| Cigna Investments Inc | 6,613 | $423.0K | 0.09% | −318−4.6% | Reduced |
| E Fund Management Co., Ltd. | 6,541 | $419.0K | 0.04% | +258+4.1% | Added |
| Toroso Investments, LLC | 6,553 | $419.0K | 0.02% | +325+5.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,533 | $418.0K | 0.02% | +3,357+105.7% | Added |
| Bessemer Group Inc | 6,440 | $412.0K | 0.00% | +488+8.2% | Added |
| Clarius Group, LLC | 6,337 | $406.0K | 0.04% | +475+8.1% | Added |
| Axxcess Wealth Management, LLC | 6,351 | $406.0K | 0.04% | +1,232+24.1% | Added |
| Trillium Asset Management, LLC | 6,322 | $405.0K | 0.01% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 6,113 | $404.0K | 0.19% | −18,338−75.0% | Reduced |
| Corundum Group, Inc. | 6,319 | $404.0K | 0.25% | +423+7.2% | Added |
| Old Second National Bank of Aurora | 6,298 | $403.0K | 0.12% | −2,000−24.1% | Reduced |
| CFM Wealth Partners LLC | 6,300 | $403.0K | 0.13% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,288 | $402.0K | 0.19% | +34+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 6,267 | $401.0K | 0.06% | −365−5.5% | Reduced |
| Goelzer Investment Management, Inc. | 6,250 | $400.0K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,243 | $400.0K | 0.01% | +814+15.0% | Added |
| Chicago Partners Investment Group LLC | 6,045 | $394.0K | 0.03% | +9+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 6,087 | $389.0K | 0.23% | −89−1.4% | Reduced |
| Proequities, Inc. | 6,021 | $388.0K | 0.04% | −262−4.2% | Reduced |
| 55I, LLC | 6,061 | $388.0K | 0.01% | +6,061 | New |
| CoreCap Advisors, LLC | 6,029 | $386.0K | 0.03% | −459−7.1% | Reduced |
| Heritage Trust Co | 6,001 | $384.0K | 0.07% | −160−2.6% | Reduced |
| Ingalls & Snyder LLC | 5,948 | $381.0K | 0.02% | −260−4.2% | Reduced |
| Centre Asset Management, LLC | 5,908 | $378.0K | 0.10% | +38+0.6% | Added |
| Harbour Investment Management LLC | 5,847 | $377.0K | 0.24% | −300−4.9% | Reduced |
| Park Avenue Securities LLC | 5,859 | $375.0K | 0.01% | −16−0.3% | Reduced |
| Alley Investment Management Company, LLC | 5,821 | $373.0K | 0.07% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,791 | $371.0K | 0.17% | −548−8.6% | Reduced |
| RDA Financial Network | 5,779 | $370.0K | 0.20% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 5,767 | $369.0K | 0.39% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,684 | $363.0K | 0.00% | +2,246+65.3% | Added |
| Johnson Midwest Financial, LLC | 5,653 | $362.0K | 1.38% | +12+0.2% | Added |
| Quantitative Investment Management, LLC | 5,598 | $358.0K | 0.06% | +5,598 | New |
| NuWave Investment Management, LLC | 5,594 | $358.0K | 0.41% | +5,594 | New |
| Kozak & Associates, Inc. | 5,948 | $356.0K | 0.22% | +770+14.9% | Added |
| TD Private Client Wealth LLC | 5,553 | $355.4K | 0.02% | +99+1.8% | Added |
| Calamos Wealth Management LLC | 5,511 | $353.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,500 | $352.0K | 0.26% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 5,499 | $352.0K | 0.07% | +2,000+57.2% | Added |
| Two Sigma Advisers, LP | 5,500 | $352.0K | 0.00% | +5,500 | New |
| Adviser Investments LLC | 5,469 | $350.0K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,471 | $350.0K | 0.02% | +514+10.4% | Added |
| Private Trust Co NA | 5,450 | $349.0K | 0.06% | −855−13.6% | Reduced |
| Hills Bank & Trust Co | 5,462 | $349.0K | 0.05% | +25+0.5% | Added |
| Brinker Capital Investments, LLC | 5,450 | $349.0K | 0.01% | +269+5.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,417 | $346.0K | 0.03% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 5,393 | $345.0K | 0.98% | −1,339−19.9% | Reduced |
| James Hambro & Partners | 5,400 | $345.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,345 | $342.0K | 0.09% | +245+4.8% | Added |
| Independent Advisor Alliance | 5,315 | $340.0K | 0.02% | +1,112+26.5% | Added |
| Fund Management at Engine No. 1 LLC | 5,259 | $337.0K | 0.10% | −240−4.4% | Reduced |
| Larson Financial Group LLC | 5,247 | $336.0K | 0.05% | +6+0.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $335.0K | 0.08% | 00.0% | Unchanged |
| AIA Group Ltd | 5,216 | $334.0K | 0.02% | −3,214−38.1% | Reduced |
| Symphony Financial, Ltd. Co. | 5,073 | $332.0K | 0.11% | −15−0.3% | Reduced |
| Gotham Asset Management, LLC | 5,164 | $330.0K | 0.01% | +2,254+77.5% | Added |
| Lifeworks Advisors, LLC | 5,060 | $329.0K | 0.19% | −752−12.9% | Reduced |
| First National Advisers, LLC | 5,142 | $329.0K | 0.49% | +949+22.6% | Added |
| Fox Run Management, L.L.C. | 5,145 | $329.0K | 0.13% | +5,145 | New |
| Quadrant Capital Group LLC | 5,126 | $328.0K | 0.04% | +1,055+25.9% | Added |
| WESPAC Advisors, LLC | 5,115 | $327.0K | 0.44% | −738−12.6% | Reduced |
| Headinvest, LLC | 5,117 | $327.0K | 0.08% | −100−1.9% | Reduced |
| Peak Asset Management, LLC | 5,111 | $327.0K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,110 | $327.0K | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,104 | $327.0K | 0.05% | 00.0% | Unchanged |
| Colony Group LLC | 5,098 | $326.0K | 0.01% | −1,639−24.3% | Reduced |
| North Point Portfolio Managers Corp | 5,096 | $326.0K | 0.06% | 00.0% | Unchanged |