Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in Xcel Energy Inc as of Dec 31, 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
985
+69 vs. Q3 2022
Shares held
424.1M
+2.28M (+0.5%) vs. Q3 2022
Total value
$29.7B
+$2.65B (+9.8%) vs. Q3 2022
New holders
132
361 more added
Sold out
63
303 more reduced

22 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 985 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2022: $29.7B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2022.

Institutions holding XEL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Logan Capital Management Inc7$4910.00%00.0%Unchanged
True Wealth Design, LLC7$4910.00%+7New
TFC Financial Management11$7710.00%00.0%Unchanged
Sofos Investments, Inc.70$7950.01%+70New
WestEnd Advisors, LLC12$8410.00%+3+33.3%Added
American National Bank19$1.00K0.00%00.0%Unchanged
Sageworth Trust Co14$1.00K0.00%+14New
Grove Bank & Trust20$1.00K0.00%+20New
Creative Capital Management Investments LLC16$1.00K0.00%+16New
Financial Synergies Wealth Advisors, Inc.15$1.05K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC21$1.47K0.00%+21New
Trifecta Capital Advisors, LLC28$1.96K0.00%+28New
Transamerica Financial Advisors, Inc.25$2.00K0.00%+15+150.0%Added
Steward Financial Group LLC42$2.00K0.00%+42New
Column Capital Advisors, LLC29$2.03K0.00%+15+107.1%Added
Anchor Investment Management, LLC31$2.17K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$2.38K0.00%−2−5.6%Reduced
Abound Wealth Management34$2.39K0.00%00.0%Unchanged
Disciplined Investments, LLC35$2.45K0.00%−8−18.6%Reduced
Bradley & Co. Private Wealth Management, LLC35$2.45K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC36$2.52K0.00%+36New
Tortoise Investment Management, LLC39$2.73K0.00%00.0%Unchanged
MCF Advisors LLC39$2.73K0.00%00.0%Unchanged
Oakworth Capital, Inc.40$2.80K0.00%00.0%Unchanged
Horizons Wealth Management48$3.00K0.00%00.0%Unchanged
Sound Income Strategies, LLC43$3.02K0.00%00.0%Unchanged
DT Investment Partners, LLC45$3.15K0.00%00.0%Unchanged
Private Advisor Group, LLC49,460$3.47K0.00%−202−0.4%Reduced
Focused Wealth Management, Inc50$3.51K0.00%00.0%Unchanged
Bell Investment Advisors, Inc53$3.72K0.00%−8−13.1%Reduced
Raffa Wealth Management, LLC57$4.00K0.00%00.0%Unchanged
Schubert & Co60$4.21K0.00%−27−31.0%Reduced
Lee Financial Co60$4.21K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.60$4.21K0.00%00.0%Unchanged
My Personal CFO, LLC62$4.35K0.00%+62New
Comerica Securities,inc.62$4.38K0.00%+62New
Richard W. Paul & Associates, LLC65$4.56K0.00%+65New
Beacon Capital Management, LLC68$4.77K0.00%+36+112.5%Added
Hollencrest Capital Management70$4.91K0.00%+70New
Pittenger & Anderson Inc72$5.05K0.00%00.0%Unchanged
West Paces Advisors Inc.79$5.54K0.00%−4−4.8%Reduced
Newbridge Financial Services Group, Inc.79$5.54K0.00%00.0%Unchanged
Aspire Private Capital, LLC85$5.96K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC89$6.24K0.00%00.0%Unchanged
Align Wealth Management, LLC100$6.40K0.01%+100New
Red Tortoise LLC95$6.66K0.00%+95New
Cornerstone Planning Group LLC102$6.94K0.00%+102New
Activest Wealth Management105$7.36K0.00%00.0%Unchanged
Atlas Capital Advisors LLC108$7.57K0.00%00.0%Unchanged
Cribstone Capital Management, LLC110$7.71K0.00%00.0%Unchanged
Coastal Capital Group, Inc.121$7.77K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC116$8.19K0.00%+60+107.1%Added
CarsonAllaria Wealth Management, Ltd.129$9.00K0.01%+1+0.8%Added
Baker Avenue Asset Management, LP139$9.74K0.00%+139New
Core Alternative Capital144$10.1K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC150$10.5K0.00%+150New
Leelyn Smith, LLC580$10.5K0.00%+150+34.9%Added
Salem Investment Counselors Inc155$10.9K0.00%+155New
Kelly Financial Services LLC170$11.9K0.01%00.0%Unchanged
Valley National Advisers Inc169$12.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP190$13.3K0.00%+190New
Koesten, Hirschmann & Crabtree, INC.192$13.5K0.01%+192New
Seldon Capital LP195$13.7K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.202$14.2K0.01%00.0%Unchanged
Albion Financial Group210$14.7K0.00%00.0%Unchanged
Atlantic Trust, LLC209$15.0K0.01%00.0%Unchanged
Retirement Financial Solutions, LLC215$15.1K0.01%+215New
Global Wealth Strategies & Associates228$16.0K0.01%+228New
Atticus Wealth Management, LLC230$16.1K0.01%00.0%Unchanged
Horan Securities, Inc.235$16.5K0.01%+71+43.3%Added
Freedom Wealth Alliance, LLC244$17.1K0.02%+244New
Quarry LP248$17.4K0.02%+248New
Princeton Global Asset Management LLC250$18.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management250$18.0K0.01%00.0%Unchanged
Country Trust Bank259$18.2K0.00%−91−26.0%Reduced
Annapolis Financial Services, LLC259$18.2K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC260$18.2K0.00%−40−13.3%Reduced
JFS Wealth Advisors, LLC275$19.3K0.00%−105−27.6%Reduced
AXS Investments LLC281$19.7K0.01%+281New
Zullo Investment Group, Inc.284$19.9K0.01%+30+11.8%Added
Bangor Savings Bank286$20.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc300$21.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC304$21.3K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.309$21.7K0.01%−27−8.0%Reduced
Brown, Lisle/Cummings, Inc.310$21.7K0.01%00.0%Unchanged
Earnest Partners LLC327$22.9K0.00%00.0%Unchanged
Webster Bank, N. A.325$23.0K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt329$23.2K0.00%00.0%Unchanged
MV Capital Management, Inc.345$24.2K0.00%+100+40.8%Added
JJJ Advisors Inc.341$24.5K0.01%−67−16.4%Reduced
Pin Oak Investment Advisors Inc353$25.0K0.03%00.0%Unchanged
Massmutual Trust Co FSB352$25.0K0.00%+63+21.8%Added
Old North State Trust, LLC400$28.0K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC400$28.0K0.01%00.0%Unchanged
Creative Financial Designs Inc402$28.2K0.00%+3+0.8%Added
Tanglewood Legacy Advisors, LLC410$28.7K0.02%+410New
Lumature Wealth Partners, LLC412$28.9K0.02%00.0%Unchanged
Catalyst Capital Advisors LLC427$29.9K0.00%−9−2.1%Reduced
BOK Financial Private Wealth, Inc.481$34.0K0.00%00.0%Unchanged
Cambridge Trust Co481$34.0K0.00%−12−2.4%Reduced