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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 3,499 | $224.0K | 0.03% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 3,496 | $224.0K | 0.12% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 3,441 | $220.0K | 0.63% | +250+7.8% | Added |
| Clear Street Markets LLC | 3,439 | $220.0K | 0.04% | +3,439 | New |
| Peoples Financial Services Corp. | 3,400 | $218.0K | 0.11% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 3,393 | $218.0K | 0.02% | 00.0% | Unchanged |
| Financial Planning & Information Services, Inc. | 3,376 | $216.0K | 0.05% | +3,376 | New |
| Institutional & Family Asset Management, LLC | 3,366 | $215.0K | 0.04% | +20+0.6% | Added |
| Financial Perspectives, Inc | 3,344 | $214.0K | 0.12% | −67−2.0% | Reduced |
| Zions Bancorporation, N.A. | 3,322 | $213.0K | 0.02% | −59−1.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,316 | $212.0K | 0.03% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,305 | $212.0K | 0.15% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 3,309 | $212.0K | 0.01% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 3,307 | $212.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,307 | $212.0K | 0.10% | +3,307 | New |
| McClarren Financial Advisors, Inc. | 3,310 | $211.0K | 0.21% | +23+0.7% | Added |
| Confluence Wealth Services, Inc. | 3,287 | $210.0K | 0.09% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,260 | $209.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,271 | $209.0K | 0.03% | +3,271 | New |
| CX Institutional | 3,252 | $208.0K | 0.01% | −85−2.5% | Reduced |
| Level Four Advisory Services, LLC | 3,247 | $208.0K | 0.02% | −41−1.2% | Reduced |
| FFT Wealth Management LLC | 3,247 | $208.0K | 0.03% | +3,247 | New |
| LGL Partners, LLC | 3,247 | $208.0K | 0.04% | +3,247 | New |
| Busey Wealth Management | 3,206 | $205.0K | 0.01% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,200 | $205.0K | 0.00% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 3,200 | $205.0K | 0.03% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,425 | $205.0K | 0.22% | +3,425 | New |
| Sharkey, Howes & Javer | 3,171 | $203.0K | 0.04% | −2,192−40.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,165 | $203.0K | 0.05% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,182 | $203.0K | 0.08% | +18+0.6% | Added |
| Cornerstone Wealth Management, LLC | 3,161 | $202.0K | 0.02% | +10+0.3% | Added |
| Manchester Capital Management LLC | 3,033 | $194.0K | 0.03% | −3−0.1% | Reduced |
| JNBA Financial Advisors | 2,909 | $186.0K | 0.03% | −850−22.6% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $186.0K | 0.05% | 00.0% | Unchanged |
| Trust Co | 2,882 | $184.0K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,801 | $181.0K | 0.05% | −18−0.6% | Reduced |
| Riverview Trust Co | 2,813 | $180.0K | 0.17% | 00.0% | Unchanged |
| First Manhattan Co | 2,800 | $179.0K | 0.00% | −300−9.7% | Reduced |
| Smithfield Trust Co | 2,760 | $177.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,634 | $169.0K | 0.00% | −10.0% | Reduced |
| Cross Staff Investments Inc | 2,640 | $169.0K | 0.19% | +2,640 | New |
| Studio Investment Management LLC | 2,583 | $165.3K | 0.06% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,506 | $160.4K | 0.02% | −112−4.3% | Reduced |
| Founders Capital Management | 2,500 | $160.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Co | 2,388 | $153.0K | 0.01% | +59+2.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $152.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,367 | $151.0K | 0.02% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $151.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,343 | $150.0K | 0.01% | −192−7.6% | Reduced |
| MUFG Americas Holdings Corp | 2,317 | $148.0K | 0.00% | −128−5.2% | Reduced |
| Wolff Wiese Magana LLC | 2,266 | $145.0K | 0.12% | +3+0.1% | Added |
| WFA Asset Management Corp | 2,220 | $142.1K | 0.10% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,144 | $137.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,142 | $137.0K | 0.01% | +501+30.5% | Added |
| Hanson & Doremus Investment Management | 2,102 | $135.0K | 0.03% | +314+17.6% | Added |
| Neo Ivy Capital Management | 2,024 | $130.0K | 0.34% | +1,158+133.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,008 | $129.0K | 0.02% | +384+23.6% | Added |
| Gradient Investments LLC | 1,986 | $127.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,879 | $120.0K | 0.03% | −437−18.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,826 | $118.0K | 0.00% | −1,659−47.6% | Reduced |
| HM Payson & Co | 1,839 | $118.0K | 0.00% | −808−30.5% | Reduced |
| Rocky Mountain Advisers, LLC | 1,833 | $117.0K | 0.15% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $115.0K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $114.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 1,744 | $114.0K | 0.04% | +1,744 | New |
| Leonteq Securities AG | 1,781 | $114.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,566 | $111.0K | 0.00% | +136+9.5% | Added |
| Stephenson National Bank & Trust | 1,713 | $110.0K | 0.08% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,679 | $107.0K | 0.01% | −96−5.4% | Reduced |
| Pinnacle Bancorp, Inc. | 1,666 | $107.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,677 | $107.0K | 0.00% | +1,677 | New |
| Whittier Trust Co of Nevada Inc | 1,663 | $106.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $104.0K | 0.03% | +1,369+526.5% | Added |
| Lindbrook Capital, LLC | 1,601 | $102.0K | 0.02% | +278+21.0% | Added |
| PSI Advisors, LLC | 1,585 | $101.0K | 0.05% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,515 | $97.0K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,508 | $97.0K | 0.01% | +1,508 | New |
| Alta Advisers Ltd | 1,500 | $96.0K | 0.06% | +1,500 | New |
| Harbor Investment Advisory, LLC | 1,469 | $94.0K | 0.02% | −32−2.1% | Reduced |
| Dividend Assets Capital, LLC | 1,460 | $93.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,396 | $89.0K | 0.03% | +228+19.5% | Added |
| CVA Family Office, LLC | 1,375 | $88.0K | 0.02% | −35−2.5% | Reduced |
| Gibson Wealth Advisors LLC | 1,377 | $88.0K | 0.10% | 00.0% | Unchanged |
| FIL Ltd | 1,360 | $87.0K | 0.00% | −441,690−99.7% | Reduced |
| City State Bank | 1,316 | $84.0K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,242 | $80.0K | 0.05% | −98−7.3% | Reduced |
| Endurance Wealth Management, Inc. | 1,220 | $78.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 1,200 | $77.0K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,196 | $76.0K | 0.02% | +4+0.3% | Added |
| Financial Management Professionals, Inc. | 1,165 | $75.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,142 | $73.0K | 0.01% | +4+0.4% | Added |
| Trust Co of Vermont | 1,128 | $72.0K | 0.01% | −119−9.5% | Reduced |
| Evoke Wealth, LLC | 1,122 | $72.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,150 | $71.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,107 | $71.0K | 0.03% | +8+0.7% | Added |
| Trustcore Financial Services, LLC | 1,092 | $70.0K | 0.01% | −112−9.3% | Reduced |
| Loomis Sayles & Co L P | 1,065 | $68.0K | 0.00% | +1,039+3,996.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,041 | $67.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,041 | $67.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $66.0K | 0.01% | 00.0% | Unchanged |