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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 3,858 | $270.5K | 0.04% | −154−3.8% | Reduced |
| Resolution Capital Ltd | 3,860 | $270.6K | 0.00% | −600−13.5% | Reduced |
| Woodmont Investment Counsel LLC | 3,875 | $271.7K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,893 | $272.9K | 0.02% | +392+11.2% | Added |
| Wade G W & Inc | 3,895 | $273.0K | 0.01% | −359−8.4% | Reduced |
| USAdvisors Wealth Management, LLC | 3,951 | $277.0K | 0.13% | +17+0.4% | Added |
| Gsa Capital Partners LLP | 3,952 | $277.0K | 0.03% | +681+20.8% | Added |
| Chesley Taft & Associates LLC | 3,954 | $277.2K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $277.5K | 0.01% | −605−13.3% | Reduced |
| Glenview Trust Co | 3,977 | $278.8K | 0.01% | +3,977 | New |
| Principle Wealth Partners LLC | 3,980 | $279.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $279.3K | 0.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $280.4K | 0.04% | −71−1.7% | Reduced |
| Affinity Investment Advisors, LLC | 4,000 | $280.4K | 0.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,000 | $280.4K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $280.4K | 0.00% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,009 | $281.1K | 0.02% | −96−2.3% | Reduced |
| Boston Partners | 4,061 | $284.7K | 0.00% | +290+7.7% | Added |
| Level Four Advisory Services, LLC | 4,100 | $287.5K | 0.02% | +853+26.3% | Added |
| First Business Financial Services, Inc. | 4,113 | $288.0K | 0.04% | −428−9.4% | Reduced |
| Strategy Asset Managers LLC | 4,107 | $288.0K | 0.07% | +86+2.1% | Added |
| N.E.W. Advisory Services LLC | 4,116 | $288.6K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,120 | $288.9K | 0.06% | +4,120 | New |
| Panoramic Investment Advisors, LLC | 4,189 | $293.7K | 0.30% | +4,189 | New |
| Lake Street Financial LLC | 4,220 | $295.9K | 0.06% | −281−6.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,788 | $296.4K | 0.03% | +1,623+51.3% | Added |
| South State Corp. | 4,268 | $299.2K | 0.03% | −220−4.9% | Reduced |
| TCI Wealth Advisors, Inc. | 4,278 | $299.9K | 0.04% | −132−3.0% | Reduced |
| Quadrant Capital Group LLC | 4,284 | $300.5K | 0.03% | −842−16.4% | Reduced |
| Sandy Spring Bank | 4,292 | $300.9K | 0.02% | +147+3.5% | Added |
| Synovus Financial Corp | 4,305 | $301.8K | 0.00% | −24−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 4,319 | $302.8K | 0.07% | +4,319 | New |
| HBK Sorce Advisory LLC | 4,326 | $303.0K | 0.01% | +4,326 | New |
| XML Financial, LLC | 4,329 | $303.5K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 4,332 | $303.7K | 0.04% | −530−10.9% | Reduced |
| CAPROCK Group, Inc. | 4,312 | $304.4K | 0.03% | +4,312 | New |
| Howe & Rusling Inc | 4,347 | $304.8K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,379 | $307.0K | 0.01% | −245−5.3% | Reduced |
| Wealthsource Partners, LLC | 4,385 | $307.4K | 0.02% | +10.0% | Added |
| Gilman Hill Asset Management, LLC | 4,400 | $308.5K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,436 | $311.0K | 0.04% | −495−10.0% | Reduced |
| Leverty Financial Group, LLC | 4,437 | $311.1K | 0.27% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,442 | $311.4K | 0.14% | −21−0.5% | Reduced |
| Pathstone Family Office, LLC | 5,351 | $311.7K | 0.01% | +1,674+45.5% | Added |
| Parallel Advisors, LLC | 4,449 | $312.0K | 0.01% | −376−7.8% | Reduced |
| Fiduciary Alliance LLC | 4,460 | $312.7K | 0.08% | +4,460 | New |
| Avestar Capital, LLC | 4,483 | $314.3K | 0.07% | +291+6.9% | Added |
| Engineers Gate Manager LP | 4,485 | $314.4K | 0.02% | −19,458−81.3% | Reduced |
| RSM US Wealth Management LLC | 4,494 | $315.4K | 0.02% | +670+17.5% | Added |
| Smith Anglin Financial, LLC | 4,500 | $315.5K | 0.06% | +36+0.8% | Added |
| First Horizon Advisors, Inc. | 4,512 | $316.4K | 0.01% | −7−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,527 | $317.4K | 0.01% | −5,099−53.0% | Reduced |
| Destination Wealth Management | 4,571 | $320.5K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,592 | $322.0K | 0.01% | −879−16.1% | Reduced |
| Conning Inc. | 4,628 | $324.5K | 0.01% | −20−0.4% | Reduced |
| CX Institutional | 4,641 | $325.4K | 0.02% | +1,389+42.7% | Added |
| Lifeworks Advisors, LLC | 4,660 | $326.7K | 0.18% | −400−7.9% | Reduced |
| First Heartland Consultants, Inc. | 4,671 | $327.5K | 0.05% | −150−3.1% | Reduced |
| Eastern Bank | 4,690 | $328.8K | 0.02% | −45−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,728 | $331.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,168 | $331.0K | 0.01% | +3,602+230.0% | Added |
| Wealth Alliance | 4,741 | $332.4K | 0.06% | +193+4.2% | Added |
| Lincoln National Corp | 4,750 | $333.0K | 0.01% | +393+9.0% | Added |
| Samalin Investment Counsel, LLC | 4,750 | $333.0K | 0.21% | −750−13.6% | Reduced |
| Peak Asset Management, LLC | 4,751 | $333.1K | 0.09% | −360−7.0% | Reduced |
| CWA Asset Management Group, LLC | 4,762 | $333.9K | 0.03% | +166+3.6% | Added |
| Csenge Advisory Group | 4,762 | $333.9K | 0.03% | +174+3.8% | Added |
| Castle Rock Wealth Management, LLC | 4,915 | $338.2K | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,827 | $340.8K | 0.02% | +73+1.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,863 | $340.9K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,885 | $342.5K | 0.02% | +61+1.3% | Added |
| Leavell Investment Management, Inc. | 4,860 | $343.0K | 0.03% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $344.1K | 0.06% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,927 | $345.4K | 0.04% | +4,927 | New |
| Venture Visionary Partners LLC | 4,935 | $346.0K | 0.03% | +39+0.8% | Added |
| Community Bank & Trust, Waco, Texas | 4,956 | $347.0K | 0.11% | +4,956 | New |
| AlphaStar Capital Management, LLC | 4,965 | $348.1K | 0.04% | +31+0.6% | Added |
| Wealthstar Advisors, LLC | 5,045 | $353.7K | 0.16% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,048 | $353.9K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,067 | $355.0K | 0.00% | −1,373−21.3% | Reduced |
| Umb Bank N A | 5,057 | $355.0K | 0.01% | +241+5.0% | Added |
| ASB Consultores, LLC | 5,065 | $355.1K | 0.15% | +64+1.3% | Added |
| Whittier Trust Co | 5,090 | $356.9K | 0.01% | +1,545+43.6% | Added |
| North Point Portfolio Managers Corp | 5,096 | $357.3K | 0.06% | 00.0% | Unchanged |
| Zacks Investment Management | 5,101 | $357.6K | 0.00% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,110 | $358.3K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 5,117 | $358.8K | 0.08% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,194 | $364.0K | 0.02% | +816+18.6% | Added |
| Adviser Investments LLC | 5,017 | $365.1K | 0.01% | −452−8.3% | Reduced |
| Seeyond | 5,211 | $365.3K | 0.04% | −25,895−83.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $366.9K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,254 | $368.4K | 0.04% | +7+0.1% | Added |
| Brinker Capital Investments, LLC | 5,260 | $368.8K | 0.01% | −190−3.5% | Reduced |
| Heritage Trust Co | 5,272 | $369.6K | 0.06% | −729−12.1% | Reduced |
| Hills Bank & Trust Co | 5,329 | $373.0K | 0.06% | −133−2.4% | Reduced |
| Two Sigma Securities, LLC | 5,344 | $374.7K | 0.05% | −5,831−52.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,345 | $374.7K | 0.01% | +360+7.2% | Added |
| Capital Investment Advisors, LLC | 5,349 | $375.0K | 0.01% | +615+13.0% | Added |
| James Hambro & Partners | 5,400 | $378.6K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,417 | $379.8K | 0.03% | 00.0% | Unchanged |