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 |
|---|---|---|---|---|---|
| Garde Capital, Inc. | 2,100 | $147.0K | 0.02% | −44−2.1% | Reduced |
| DuPont Capital Management Corp | 2,150 | $150.7K | 0.01% | +471+28.1% | Added |
| Versant Capital Management, Inc | 2,169 | $152.1K | 0.06% | −1,500−40.9% | Reduced |
| WFA Asset Management Corp | 2,171 | $152.2K | 0.10% | −49−2.2% | Reduced |
| Wolff Wiese Magana LLC | 2,279 | $159.8K | 0.14% | +13+0.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2,300 | $161.0K | 0.05% | −63−2.7% | Reduced |
| Riverview Trust Co | 2,333 | $164.0K | 0.16% | −480−17.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $166.6K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 2,388 | $167.4K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,442 | $171.0K | 0.02% | +75+3.2% | Added |
| Colonial Trust Co | 2,430 | $172.7K | 0.05% | +686+39.3% | Added |
| Founders Capital Management | 2,500 | $175.0K | 0.13% | 00.0% | Unchanged |
| JNBA Financial Advisors | 2,536 | $177.8K | 0.02% | −373−12.8% | Reduced |
| First Manhattan Co | 2,689 | $188.5K | 0.00% | −111−4.0% | Reduced |
| CenterStar Asset Management, LLC | – | $190.0K | 0.35% | – | New |
| Cullen/Frost Bankers, Inc. | 2,738 | $192.0K | 0.00% | +912+49.9% | Added |
| ICICI Prudential Asset Management Co Ltd | 2,748 | $192.7K | 0.03% | +740+36.9% | Added |
| Smithfield Trust Co | 2,760 | $194.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,876 | $201.6K | 0.02% | +2,876 | New |
| Trust Co | 2,882 | $202.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,880 | $202.0K | 0.00% | +2,880 | New |
| Evoke Wealth, LLC | 2,863 | $202.1K | 0.01% | +1,741+155.2% | Added |
| Baldwin Investment Management, LLC | 2,885 | $202.3K | 0.04% | +2,885 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $203.7K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,930 | $205.0K | 0.06% | +2,930 | New |
| Ellenbecker Investment Group | 2,929 | $205.0K | 0.06% | +2,929 | New |
| GW Henssler & Associates Ltd | 2,935 | $205.8K | 0.01% | +2,935 | New |
| High Note Wealth, LLC | 2,935 | $205.8K | 0.09% | +2,935 | New |
| Mayflower Financial Advisors, LLC | 2,968 | $208.1K | 0.03% | +2,968 | New |
| Ledge Wealth Management, Inc. | 2,983 | $209.0K | 0.10% | +2,983 | New |
| Avidian Wealth Solutions, LLC | 2,991 | $209.7K | 0.01% | +2,991 | New |
| Vident Investment Advisory, LLC | 3,005 | $210.7K | 0.01% | +3,005 | New |
| Zions Bancorporation, N.A. | 3,013 | $211.2K | 0.02% | −309−9.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,998 | $211.6K | 0.06% | +197+7.0% | Added |
| Alerus Financial NA | 3,020 | $211.7K | 0.02% | +3,020 | New |
| Manchester Capital Management LLC | 3,024 | $212.0K | 0.03% | −9−0.3% | Reduced |
| Nwam LLC | 3,047 | $213.7K | 0.02% | +3,047 | New |
| Concord Asset Management, LLC | 3,051 | $213.9K | 0.14% | +3,051 | New |
| Brighton Jones LLC | 3,052 | $214.0K | 0.01% | +3,052 | New |
| Pitcairn Co | 3,058 | $214.4K | 0.02% | +3,058 | New |
| Hamilton Capital, LLC | 3,066 | $215.0K | 0.01% | +3,066 | New |
| Compass Financial Group, INC | 3,079 | $216.0K | 0.08% | +3,079 | New |
| WSFS Capital Management, LLC | 3,100 | $217.3K | 0.02% | +3,100 | New |
| Pinnacle Associates Ltd | 3,107 | $217.9K | 0.00% | +3,107 | New |
| Vise Technologies, Inc. | 3,122 | $218.9K | 0.07% | +3,122 | New |
| Motco | 3,124 | $219.0K | 0.02% | −887−22.1% | Reduced |
| GHP Investment Advisors, Inc. | 3,131 | $219.5K | 0.01% | +788+33.6% | Added |
| Kowal Investment Group, LLC | 3,144 | $220.4K | 0.07% | +3,144 | New |
| Sunbelt Securities, Inc. | 3,151 | $220.9K | 0.04% | +3,151 | New |
| Sharkey, Howes & Javer | 3,189 | $223.6K | 0.05% | +18+0.6% | Added |
| Riverbridge Partners LLC | 3,200 | $224.0K | 0.00% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 3,200 | $224.4K | 0.03% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,202 | $224.5K | 0.08% | +20+0.6% | Added |
| Jones Financial Companies LLLP | 3,208 | $225.0K | 0.00% | +574+21.8% | Added |
| Money Concepts Capital Corp | 3,221 | $225.8K | 0.01% | +3,221 | New |
| V Wealth Advisors LLC | 3,222 | $225.9K | 0.05% | −1,392−30.2% | Reduced |
| FFT Wealth Management LLC | 3,247 | $227.6K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 3,249 | $227.8K | 0.04% | +3,249 | New |
| Evercore Wealth Management, LLC | 3,277 | $229.8K | 0.00% | −550−14.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,287 | $230.5K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 3,298 | $231.2K | 0.00% | −17,438−84.1% | Reduced |
| Fairfield, Bush & Co. | 3,305 | $231.7K | 0.15% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 3,307 | $231.9K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,316 | $232.5K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3,337 | $233.0K | 0.22% | +27+0.8% | Added |
| Jane Street Group, LLC | 3,332 | $233.6K | 0.00% | −241,186−98.6% | Reduced |
| Avantax Planning Partners, Inc. | 3,333 | $233.7K | 0.01% | +3,333 | New |
| RFG Advisory, LLC | 3,445 | $234.2K | 0.01% | +18+0.5% | Added |
| Institutional & Family Asset Management, LLC | 3,343 | $234.4K | 0.04% | −23−0.7% | Reduced |
| Financial Perspectives, Inc | 3,344 | $234.5K | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,376 | $236.7K | 0.04% | +3,376 | New |
| Ground Swell Capital, LLC | 3,382 | $237.1K | 1.05% | −2,011−37.3% | Reduced |
| Zeke Capital Advisors, LLC | 3,393 | $237.9K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $238.4K | 0.11% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,400 | $238.4K | 0.17% | +3,400 | New |
| Meritage Group LP | 3,416 | $239.0K | 0.01% | +3,416 | New |
| Independent Financial Group, LLC | 3,444 | $241.5K | 0.02% | +3,444 | New |
| Fulton Bank, N.A. | 3,461 | $243.0K | 0.01% | −1,553−31.0% | Reduced |
| Strategic Wealth Designers | 3,552 | $244.2K | 0.06% | +3,552 | New |
| Tealwood Asset Management Inc | 3,496 | $245.0K | 0.13% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,499 | $245.3K | 0.03% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,543 | $248.4K | 0.06% | +3,543 | New |
| Austin Private Wealth, LLC | 3,559 | $249.5K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $249.5K | 0.19% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,572 | $250.4K | 0.01% | +37+1.0% | Added |
| LCM Capital Management Inc | 3,598 | $252.3K | 0.25% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,580 | $254.8K | 0.24% | +155+4.5% | Added |
| NinePointTwo Capital | 3,650 | $255.0K | 0.11% | +3,650 | New |
| Cary Street Partner Investment Advisory LLC | 3,637 | $255.0K | 0.02% | +128+3.6% | Added |
| Concord Wealth Partners | 3,651 | $256.0K | 0.08% | +3,651 | New |
| Sentry Investment Management LLC | 3,648 | $256.0K | 0.11% | 00.0% | Unchanged |
| STF Management LP | 3,653 | $256.1K | 0.37% | +3,653 | New |
| Financial Advisors Network, Inc. | 3,724 | $261.1K | 0.07% | +3,724 | New |
| Triumph Capital Management | 3,725 | $261.2K | 0.14% | −200−5.1% | Reduced |
| Aureus Asset Management, LLC | 3,740 | $262.2K | 0.02% | −815−17.9% | Reduced |
| Bank of Hawaii | 3,765 | $264.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,770 | $264.3K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,794 | $266.0K | 0.01% | +12+0.3% | Added |
| Accel Wealth Management | 3,796 | $266.1K | 0.13% | −55−1.4% | Reduced |
| Simon Quick Advisors, LLC | 3,834 | $268.8K | 0.03% | +242+6.7% | Added |