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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 492 | $34.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 491 | $34.4K | 0.00% | +491 | New |
| Pinnacle Financial Partners Inc | 500 | $35.1K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 500 | $35.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $35.1K | 0.01% | +500 | New |
| Gs Investments, Inc. | 504 | $35.3K | 0.02% | 00.0% | Unchanged |
| New Hampshire Trust | 510 | $35.8K | 0.01% | +510 | New |
| Luken Investment Analytics, LLC | 526 | $36.9K | 0.02% | +526 | New |
| Thompson Siegel & Walmsley LLC | 532 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 542 | $37.0K | 0.00% | +240+79.5% | Added |
| Plante Moran Financial Advisors, LLC | 530 | $37.1K | 0.01% | +5+1.0% | Added |
| Pinebridge Investments, L.P. | 539 | $37.8K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 544 | $38.0K | 0.01% | −339−38.4% | Reduced |
| Syverson Strege & Co | 566 | $39.7K | 0.02% | +2+0.4% | Added |
| West Branch Capital LLC | 575 | $40.3K | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 599 | $42.0K | 0.03% | +599 | New |
| Strengthening Families & Communities, LLC | 619 | $43.0K | 0.03% | +4+0.7% | Added |
| Slocum, Gordon & Co LLP | 622 | $43.6K | 0.03% | +622 | New |
| U.S. Capital Wealth Advisors, LLC | 624 | $43.7K | 0.00% | +624 | New |
| Desjardins Global Asset Management Inc. | 624 | $44.0K | 0.01% | −3,683−85.5% | Reduced |
| TSFG, LLC | 623 | $44.0K | 0.02% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 639 | $45.0K | 0.01% | −146−18.6% | Reduced |
| Crewe Advisors LLC | 645 | $45.2K | 0.01% | +268+71.1% | Added |
| Adirondack Trust Co | 653 | $45.8K | 0.02% | −25−3.7% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $46.1K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 668 | $46.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 670 | $47.0K | 0.06% | +200+42.6% | Added |
| Hallmark Capital Management Inc | 671 | $47.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 696 | $48.8K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 700 | $49.1K | 0.01% | −51−6.8% | Reduced |
| State of Wyoming | 739 | $51.8K | 0.02% | +11+1.5% | Added |
| Emfo, LLC | 745 | $52.2K | 0.05% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 753 | $52.8K | 0.02% | +81+12.1% | Added |
| Harvest Fund Management Co., Ltd | 767 | $54.0K | 0.01% | +660+616.8% | Added |
| Glassman Wealth Services | 774 | $54.3K | 0.01% | +112+16.9% | Added |
| Ten Capital Wealth Advisors, LLC | 800 | $56.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 808 | $56.6K | 0.03% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $57.0K | 0.04% | −58−6.6% | Reduced |
| Cyrus J. Lawrence, LLC | 834 | $58.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 828 | $58.1K | 0.01% | +166+25.1% | Added |
| Hoese & Co LLP | 836 | $59.0K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 888 | $62.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $63.1K | 0.03% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 906 | $64.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 930 | $65.0K | 0.05% | +7+0.8% | Added |
| EverSource Wealth Advisors, LLC | 946 | $66.3K | 0.01% | +206+27.8% | Added |
| Centennial Bank | 947 | $66.4K | 0.04% | +947 | New |
| Ancora Advisors, LLC | 960 | $67.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $67.0K | 0.12% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $67.6K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $70.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,000 | $70.1K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,016 | $71.2K | 0.03% | −863−45.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $72.2K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 1,024 | $72.3K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,041 | $73.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,041 | $73.5K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,056 | $74.0K | 0.11% | +28+2.7% | Added |
| Covestor Ltd | 1,052 | $74.0K | 0.06% | +737+234.0% | Added |
| North Star Investment Management Corp. | 1,056 | $74.0K | 0.01% | +18+1.7% | Added |
| Accurate Wealth Management, LLC | 1,038 | $74.8K | 0.03% | +1,038 | New |
| CVA Family Office, LLC | 1,100 | $77.1K | 0.02% | −275−20.0% | Reduced |
| Winch Advisory Services, LLC | 1,115 | $78.0K | 0.03% | +8+0.7% | Added |
| Madden Securities Corp | 1,134 | $79.5K | 0.04% | +1,134 | New |
| Washington Trust Advisors, Inc. | 1,149 | $80.6K | 0.01% | +7+0.6% | Added |
| Ossiam | 1,153 | $80.8K | 0.00% | −29,008−96.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,165 | $81.7K | 0.02% | +15+1.3% | Added |
| Financial Management Professionals, Inc. | 1,165 | $82.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,201 | $84.2K | 0.02% | +5+0.4% | Added |
| Trust Co of Vermont | 1,208 | $84.7K | 0.01% | +80+7.1% | Added |
| Endurance Wealth Management, Inc. | 1,220 | $86.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,312 | $92.0K | 0.01% | +220+20.1% | Added |
| City State Bank | 1,316 | $92.0K | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,346 | $94.4K | 0.01% | +579+75.5% | Added |
| Loomis Sayles & Co L P | 1,372 | $96.0K | 0.00% | +307+28.8% | Added |
| Dividend Assets Capital, LLC | 1,460 | $102.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,462 | $102.5K | 0.03% | −53−3.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,469 | $103.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $105.0K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,508 | $105.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,515 | $106.2K | 0.01% | −86−5.4% | Reduced |
| Ci Investments Inc. | 1,542 | $108.0K | 0.00% | +814+111.8% | Added |
| PSI Advisors, LLC | 1,585 | $111.1K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,617 | $113.0K | 0.04% | −49−2.9% | Reduced |
| Hexagon Capital Partners LLC | 1,615 | $113.2K | 0.03% | +219+15.7% | Added |
| Bank of New Hampshire | 1,629 | $114.0K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,638 | $114.8K | 0.06% | +396+31.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,651 | $115.8K | 0.00% | −12−0.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $118.0K | 0.08% | −100−5.6% | Reduced |
| Park Place Capital Corp | 1,699 | $119.0K | 0.03% | +1,699 | New |
| Caldwell Trust Co | 1,701 | $119.3K | 0.02% | −805−32.1% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $120.0K | 0.08% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,781 | $124.8K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,793 | $125.7K | 0.01% | −349−16.3% | Reduced |
| First Community Trust NA | 1,800 | $126.0K | 0.15% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,833 | $129.0K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 1,855 | $130.1K | 0.00% | +16+0.9% | Added |
| Hanson & Doremus Investment Management | 1,880 | $132.0K | 0.03% | −222−10.6% | Reduced |
| Farther Finance Advisors, LLC | 1,976 | $138.5K | 0.05% | +1,976 | New |
| WJ Interests, LLC | 2,034 | $142.6K | 0.12% | +2,034 | New |