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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 501,300 | $35.1M | 0.04% | +189,396+60.7% | Added |
| State of Tennessee, Treasury Department | 504,151 | $35.3M | 0.17% | +16,398+3.4% | Added |
| Korea Investment CORP | 514,564 | $36.1M | 0.11% | −126,119−19.7% | Reduced |
| New York State Common Retirement Fund | 520,308 | $36.5M | 0.05% | +12,000+2.4% | Added |
| Energy Income Partners, LLC | 524,200 | $36.8M | 0.83% | −112,978−17.7% | Reduced |
| Old Republic International Corporation | 530,900 | $37.2M | 1.17% | −10,100−1.9% | Reduced |
| Vaughan David Investments LLC | 576,944 | $40.5M | 1.20% | +8,889+1.6% | Added |
| Gabelli Funds LLC | 586,988 | $41.2M | 0.32% | −6,000−1.0% | Reduced |
| New York State Teachers Retirement System | 615,184 | $43.1M | 0.11% | +53,530+9.5% | Added |
| State Board of Administration of Florida Retirement System | 617,075 | $43.3M | 0.11% | −9,190−1.5% | Reduced |
| SEI Investments Co | 635,750 | $44.6M | 0.10% | −77,424−10.9% | Reduced |
| Anchor Capital Advisors LLC | 644,280 | $45.2M | 1.16% | −11,533−1.8% | Reduced |
| Panagora Asset Management Inc | 664,151 | $46.6M | 0.31% | −320,165−32.5% | Reduced |
| BNP Paribas Arbitrage, SA | 679,071 | $47.6M | 0.12% | +381,206+128.0% | Added |
| Virginia Retirement Systems Et Al | 712,336 | $49.9M | 0.52% | 00.0% | Unchanged |
| Amundi | 733,330 | $53.4M | 0.03% | −557,125−43.2% | Reduced |
| Manufacturers Life Insurance Company, The | 777,225 | $54.5M | 0.03% | −11,168−1.4% | Reduced |
| HSBC Holdings PLC | 782,487 | $54.8M | 0.07% | +350,073+81.0% | Added |
| Citigroup Inc | 789,762 | $55.4M | 0.08% | +174,985+28.5% | Added |
| Credit Suisse AG | 811,986 | $56.9M | 0.06% | −243,420−23.1% | Reduced |
| AQR Capital Management LLC | 834,136 | $58.5M | 0.13% | −30,305−3.5% | Reduced |
| Bank of Montreal | 831,437 | $58.7M | 0.05% | +186,320+28.9% | Added |
| Barclays PLC | 846,367 | $59.3M | 0.05% | +307,925+57.2% | Added |
| CIBC Private Wealth Group, LLC | 1,261,259 | $59.6M | 0.20% | +284,840+29.2% | Added |
| California State Teachers Retirement System | 873,338 | $61.2M | 0.10% | +11,722+1.4% | Added |
| Commerce Bank | 891,446 | $62.5M | 0.51% | −19,549−2.1% | Reduced |
| National Pension Service | 921,667 | $64.6M | 0.13% | +19,615+2.2% | Added |
| Balyasny Asset Management LLC | 956,700 | $67.1M | 0.24% | +738,057+337.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 960,991 | $67.4M | 0.57% | +120,858+14.4% | Added |
| UBS Group AG | 976,514 | $68.5M | 0.03% | +615,426+170.4% | Added |
| Kayne Anderson Capital Advisors LP | 989,000 | $69.3M | 2.04% | +17,700+1.8% | Added |
| Ceredex Value Advisors LLC | 1,035,850 | $73.1M | 1.13% | +149,850+16.9% | Added |
| Voloridge Investment Management, LLC | 1,045,257 | $73.3M | 0.41% | −303,292−22.5% | Reduced |
| Rhumbline Advisers | 1,085,159 | $76.1M | 0.10% | +29,683+2.8% | Added |
| Jennison Associates LLC | 1,088,696 | $76.3M | 0.08% | −467,748−30.1% | Reduced |
| Russell Investments Group, Ltd. | 1,202,207 | $84.3M | 0.17% | −335,067−21.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 1,259,733 | $88.3M | 1.34% | +42,044+3.5% | Added |
| Dimensional Fund Advisors LP | 1,404,201 | $98.5M | 0.03% | +106,095+8.2% | Added |
| First Trust Advisors LP | 1,422,322 | $99.7M | 0.12% | +169,562+13.5% | Added |
| Canada Pension Plan Investment Board | 1,450,990 | $101.7M | 0.18% | +941,753+184.9% | Added |
| APG Asset Management N.V. | 1,468,570 | $103.0M | 0.20% | +37,879+2.6% | Added |
| Cbre Clarion Securities LLC | 1,509,867 | $105.9M | 1.85% | +364,799+31.9% | Added |
| Macquarie Group Ltd | 2,246,048 | $122.7M | 0.14% | +575,531+34.5% | Added |
| Reaves W H & Co Inc | 1,774,340 | $124.4M | 4.44% | +206,175+13.1% | Added |
| Duff & Phelps Investment Management Co | 1,828,539 | $128.2M | 1.56% | +156,985+9.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,830,812 | $128.4M | 0.10% | −16,435−0.9% | Reduced |
| Capital International Investors | 1,854,598 | $130.0M | 0.03% | −120.0% | Reduced |
| Echo Street Capital Management LLC | 1,868,860 | $131.0M | 1.27% | +138,625+8.0% | Added |
| Alliancebernstein L.P. | 1,899,289 | $133.2M | 0.06% | +1,183,298+165.3% | Added |
| UBS Asset Management Americas Inc | 2,187,001 | $153.3M | 0.08% | +7,201+0.3% | Added |
| Swiss National Bank | 2,223,200 | $155.9M | 0.11% | −137,203−5.8% | Reduced |
| Nordea Investment Management AB | 2,282,377 | $161.4M | 0.25% | +222,100+10.8% | Added |
| Brookfield Asset Management Inc. | 2,457,511 | $172.3M | 0.65% | −48,120−1.9% | Reduced |
| Millennium Management LLC | 2,614,481 | $183.3M | 0.20% | −929,857−26.2% | Reduced |
| Franklin Resources Inc | 2,638,322 | $185.0M | 0.10% | +26,433+1.0% | Added |
| Charles Schwab Investment Management Inc | 2,940,010 | $206.1M | 0.07% | +64,416+2.2% | Added |
| Pictet Asset Management SA | 3,027,711 | $212.3M | 0.31% | −41,419−1.3% | Reduced |
| Principal Financial Group Inc | 3,150,479 | $220.9M | 0.17% | +123,710+4.1% | Added |
| FMR LLC | 3,292,511 | $230.8M | 0.02% | +441,690+15.5% | Added |
| Capital Research Global Investors | 3,373,891 | $236.5M | 0.07% | −4440.0% | Reduced |
| Goldman Sachs Group Inc | 3,566,637 | $250.1M | 0.07% | +150,497+4.4% | Added |
| California Public Employees Retirement System | 3,654,140 | $256.2M | 0.22% | −193,994−5.0% | Reduced |
| Nuveen Asset Management, LLC | 3,988,640 | $279.6M | 0.11% | −14,293−0.4% | Reduced |
| Price T Rowe Associates Inc | 4,074,955 | $285.7M | 0.05% | −3,761,532−48.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,112,705 | $288.3M | 0.75% | −651,685−13.7% | Reduced |
| Bank of New York Mellon Corp | 4,384,596 | $307.4M | 0.07% | +65,539+1.5% | Added |
| Invesco Ltd. | 4,427,325 | $310.4M | 0.09% | +178,134+4.2% | Added |
| Morgan Stanley | 4,972,471 | $348.6M | 0.04% | +999,186+25.1% | Added |
| Deutsche Bank AG | 5,328,191 | $373.6M | 0.21% | +294,235+5.8% | Added |
| Legal & General Group Plc | 5,512,342 | $386.5M | 0.15% | −89,559−1.6% | Reduced |
| Victory Capital Management Inc | 5,998,335 | $420.5M | 0.48% | +486,009+8.8% | Added |
| Northern Trust Corp | 6,126,203 | $429.5M | 0.09% | −87,353−1.4% | Reduced |
| Ameriprise Financial Inc | 6,297,222 | $441.5M | 0.15% | −145,650−2.3% | Reduced |
| Wells Fargo & Company | 7,104,658 | $498.1M | 0.16% | +13,981+0.2% | Added |
| Magellan Asset Management Ltd | 7,276,920 | $510.2M | 4.36% | −804,224−10.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 8,228,100 | $576.9M | 0.44% | +8,228,100 | New |
| Royal Bank of Canada | 8,746,306 | $613.2M | 0.19% | +699,583+8.7% | Added |
| Bank of America Corp | 10,085,340 | $707.1M | 0.09% | −2,454,199−19.6% | Reduced |
| Massachusetts Financial Services Co | 11,207,555 | $785.8M | 0.27% | +2,137,317+23.6% | Added |
| Geode Capital Management, LLC | 12,088,995 | $846.9M | 0.12% | +217,755+1.8% | Added |
| Aristotle Capital Management, LLC | 15,714,379 | $1.10B | 2.34% | −755,700−4.6% | Reduced |
| State Street Corp | 30,567,361 | $2.16B | 0.13% | −609,916−2.0% | Reduced |
| JPMorgan Chase & Co | 32,354,795 | $2.27B | 0.32% | −3,079,515−8.7% | Reduced |
| BlackRock Inc. | 49,880,631 | $3.50B | 0.11% | +1,228,585+2.5% | Added |
| Vanguard Group Inc | 52,686,110 | $3.69B | 0.10% | +579,247+1.1% | Added |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,278,631−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −466,800−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −382,421−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −161,171−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −135,365−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −95,154−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −87,889−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −65,379−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −60,013−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −30,974−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −29,678−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −29,521−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,678−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −21,672−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −19,824−100.0% | Sold out |