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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 1,030 | $66.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 1,024 | $66.0K | 0.03% | +224+28.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,028 | $65.0K | 0.03% | +1,028 | New |
| Laurel Wealth Planning LLC | 1,000 | $64.0K | 0.05% | −37−3.6% | Reduced |
| Monetary Management Group Inc | 1,000 | $64.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $62.0K | 0.01% | +964 | New |
| Insight Financial Services | 956 | $61.0K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $61.0K | 0.00% | +60+6.7% | Added |
| Picton Mahoney Asset Management | 934 | $60.0K | 0.00% | +934 | New |
| Tower View Investment Management & Research LLC | 923 | $59.0K | 0.05% | +7+0.8% | Added |
| Riggs Asset Managment Co. Inc. | 900 | $58.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 906 | $58.0K | 0.03% | 00.0% | Unchanged |
| Kepos Capital LP | 883 | $57.0K | 0.01% | −110−11.1% | Reduced |
| BDO Wealth Advisors, LLC | 888 | $57.0K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 874 | $56.0K | 0.04% | +874 | New |
| Hoese & Co LLP | 836 | $54.0K | 0.06% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 834 | $53.0K | 0.02% | −1,250−60.0% | Reduced |
| Addison Advisors LLC | 808 | $52.0K | 0.03% | −187−18.8% | Reduced |
| Standard Family Office LLC | 800 | $51.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $51.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 785 | $50.0K | 0.01% | +121+18.2% | Added |
| Clearstead Advisors, LLC | 767 | $49.0K | 0.00% | +113+17.3% | Added |
| Emfo, LLC | 745 | $48.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 751 | $48.0K | 0.02% | +54+7.7% | Added |
| EverSource Wealth Advisors, LLC | 740 | $48.0K | 0.01% | +250+51.0% | Added |
| State of Wyoming | 728 | $47.0K | 0.02% | −1,620−69.0% | Reduced |
| Ci Investments Inc. | 728 | $47.0K | 0.00% | +661+986.6% | Added |
| Altshuler Shaham Ltd | 679 | $45.0K | 0.00% | −148−17.9% | Reduced |
| Piscataqua Savings Bank | 696 | $44.0K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 672 | $43.0K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $43.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 668 | $43.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 678 | $43.0K | 0.02% | +25+3.8% | Added |
| Lowe Wealth Advisors, LLC | 658 | $42.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 662 | $42.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 662 | $42.0K | 0.01% | +38+6.1% | Added |
| Surevest, LLC | 636 | $41.0K | 0.01% | −636−50.0% | Reduced |
| Pflug Koory, LLC | 620 | $40.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 622 | $40.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 615 | $39.0K | 0.02% | +9+1.5% | Added |
| West Branch Capital LLC | 575 | $37.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 564 | $36.0K | 0.02% | +1+0.2% | Added |
| Thompson Siegel & Walmsley LLC | 532 | $34.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 539 | $34.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 525 | $34.0K | 0.01% | +3+0.6% | Added |
| Gs Investments, Inc. | 504 | $32.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 493 | $32.0K | 0.00% | +12+2.5% | Added |
| Pinnacle Financial Partners Inc | 500 | $32.0K | 0.00% | +500 | New |
| Burleson & Company, LLC | 500 | $32.0K | 0.01% | +500 | New |
| BOK Financial Private Wealth, Inc. | 481 | $31.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 492 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 470 | $30.0K | 0.03% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 430 | $28.0K | 0.01% | −650−60.2% | Reduced |
| Catalyst Capital Advisors LLC | 436 | $28.0K | 0.00% | +1+0.2% | Added |
| Lumature Wealth Partners, LLC | 412 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 399 | $26.0K | 0.00% | +3+0.8% | Added |
| Old North State Trust, LLC | 400 | $26.0K | 0.02% | +400 | New |
| Glen Eagle Advisors, LLC | 400 | $25.6K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 408 | $25.0K | 0.01% | +46+12.7% | Added |
| JFS Wealth Advisors, LLC | 380 | $24.0K | 0.00% | −35−8.4% | Reduced |
| Crewe Advisors LLC | 377 | $24.0K | 0.00% | +86+29.6% | Added |
| Pin Oak Investment Advisors Inc | 353 | $23.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 336 | $21.5K | 0.01% | +11+3.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 329 | $21.0K | 0.00% | −1,500−82.0% | Reduced |
| Earnest Partners LLC | 327 | $21.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 315 | $20.0K | 0.02% | −14−4.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 310 | $19.8K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 302 | $19.0K | 0.00% | −1,300−81.1% | Reduced |
| DB Wealth Management Group, LLC | 304 | $19.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 286 | $18.0K | 0.00% | −300−51.2% | Reduced |
| Massmutual Trust Co FSB | 289 | $18.0K | 0.00% | +71+32.6% | Added |
| Annapolis Financial Services, LLC | 259 | $17.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $16.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 254 | $16.0K | 0.01% | +36+16.5% | Added |
| MV Capital Management, Inc. | 245 | $16.0K | 0.00% | +78+46.7% | Added |
| Albion Financial Group | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $13.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 209 | $13.0K | 0.00% | +209 | New |
| Seldon Capital LP | 195 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 170 | $10.9K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 169 | $10.0K | 0.00% | +14+9.0% | Added |
| Horan Securities, Inc. | 164 | $10.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 144 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 121 | $8.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 128 | $8.00K | 0.01% | +1+0.8% | Added |
| Cribstone Capital Management, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 105 | $7.00K | 0.00% | +58+123.4% | Added |
| Harvest Fund Management Co., Ltd | 107 | $7.00K | 0.00% | +107 | New |
| Cary Street Partners Asset Management LLC | 110 | $7.00K | 0.00% | +110 | New |
| Atlas Capital Advisors LLC | 108 | $6.91K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |