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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 5,351 | $381.5K | 0.01% | +453+9.2% | Added |
| TD Private Client Wealth LLC | 5,498 | $385.5K | 0.02% | −55−1.0% | Reduced |
| Private Trust Co NA | 5,505 | $386.0K | 0.06% | +55+1.0% | Added |
| Calamos Wealth Management LLC | 5,511 | $386.4K | 0.03% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 5,583 | $391.4K | 0.17% | −208−3.6% | Reduced |
| Alpha Family Trust | 5,590 | $391.9K | 0.35% | +5,590 | New |
| Sequoia Financial Advisors, LLC | 5,647 | $395.9K | 0.01% | +1,812+47.2% | Added |
| PrairieView Partners, LLC | 5,662 | $396.0K | 0.06% | −4,385−43.6% | Reduced |
| Johnson Midwest Financial, LLC | 5,665 | $397.0K | 1.45% | +12+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 5,671 | $397.6K | 0.22% | −416−6.8% | Reduced |
| RDA Financial Network | 5,707 | $400.1K | 0.20% | −72−1.2% | Reduced |
| Centre Asset Management, LLC | 5,720 | $401.0K | 0.11% | −188−3.2% | Reduced |
| First National Bank Sioux Falls | 5,767 | $404.3K | 0.29% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 5,821 | $408.0K | 0.07% | 00.0% | Unchanged |
| First National Advisers, LLC | 5,834 | $409.0K | 0.52% | +692+13.5% | Added |
| Fox Run Management, L.L.C. | 5,844 | $409.7K | 0.16% | +699+13.6% | Added |
| Personal Cfo Solutions, LLC | 5,845 | $409.8K | 0.09% | +500+9.4% | Added |
| Winton Group Ltd | 5,868 | $411.4K | 0.03% | −26,060−81.6% | Reduced |
| CCG Wealth Management, LLC | 5,884 | $412.5K | 0.23% | +5,884 | New |
| Harbour Investment Management LLC | 5,847 | $412.8K | 0.24% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,899 | $413.6K | 0.22% | −17,374−74.7% | Reduced |
| Ingalls & Snyder LLC | 5,975 | $419.0K | 0.02% | +27+0.5% | Added |
| Kozak & Associates, Inc. | 5,969 | $419.0K | 0.21% | +21+0.4% | Added |
| Townsend & Associates, Inc | 6,118 | $420.4K | 0.21% | +5+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 6,025 | $422.4K | 0.10% | +766+14.6% | Added |
| Park Avenue Securities LLC | 6,036 | $423.0K | 0.01% | +177+3.0% | Added |
| Chicago Partners Investment Group LLC | 6,157 | $424.1K | 0.03% | +112+1.9% | Added |
| Allworth Financial LP | 6,091 | $427.0K | 0.00% | −980−13.9% | Reduced |
| Integris Wealth Management, LLC | 6,095 | $427.3K | 0.17% | +6,095 | New |
| Bridgefront Capital, LLC | 6,102 | $427.8K | 0.30% | +6,102 | New |
| HB Wealth Management, LLC | 6,103 | $427.9K | 0.01% | −140−2.2% | Reduced |
| Proequities, Inc. | 6,064 | $428.1K | 0.03% | +43+0.7% | Added |
| Ballast Advisors LLC | 6,107 | $428.2K | 0.19% | +2,126+53.4% | Added |
| Nicollet Investment Management, Inc. | 6,156 | $432.0K | 0.25% | +1,984+47.6% | Added |
| Gofen & Glossberg LLC | 6,195 | $434.0K | 0.01% | −600−8.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,252 | $438.0K | 0.19% | −36−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 6,250 | $438.2K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,281 | $440.0K | 0.04% | −260−4.0% | Reduced |
| CFM Wealth Partners LLC | 6,300 | $441.7K | 0.13% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 6,302 | $441.8K | 0.68% | −2,140−25.3% | Reduced |
| IFP Advisors, Inc | 15,708 | $442.0K | 0.01% | −1,922−10.9% | Reduced |
| Trillium Asset Management, LLC | 6,307 | $442.0K | 0.01% | −15−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,308 | $442.3K | 0.07% | +41+0.7% | Added |
| Planning Center, Inc. | 6,386 | $447.7K | 0.14% | +1,907+42.6% | Added |
| Donaldson Capital Management, LLC | 6,388 | $447.9K | 0.02% | +3,079+93.0% | Added |
| Axxcess Wealth Management, LLC | 6,404 | $449.0K | 0.04% | +53+0.8% | Added |
| Clarius Group, LLC | 6,545 | $459.0K | 0.04% | +208+3.3% | Added |
| Old Second National Bank of Aurora | 6,698 | $469.6K | 0.14% | +400+6.4% | Added |
| Regency Capital Management Inc. | 6,703 | $469.9K | 0.54% | −1,887−22.0% | Reduced |
| CoreCap Advisors, LLC | 6,715 | $470.9K | 0.03% | +686+11.4% | Added |
| Corundum Group, Inc. | 6,730 | $472.0K | 0.27% | +411+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,736 | $472.3K | 0.00% | −37,039−84.6% | Reduced |
| GWM Advisors LLC | 101,603 | $474.7K | 0.01% | −5,558−5.2% | Reduced |
| Cigna Investments Inc | 6,787 | $476.0K | 0.10% | +174+2.6% | Added |
| Charter Trust Co | 6,835 | $479.2K | 0.04% | −1,000−12.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 6,848 | $480.1K | 0.15% | −86−1.2% | Reduced |
| Argent Trust Co | 6,877 | $482.1K | 0.03% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 6,909 | $484.4K | 0.27% | +195+2.9% | Added |
| Boston Private Wealth LLC | 6,928 | $485.7K | 0.01% | −792−10.3% | Reduced |
| Investment Management Corp of Ontario | 6,936 | $486.3K | 0.02% | +6,936 | New |
| Altshuler Shaham Ltd | 7,005 | $491.1K | 0.02% | +6,326+931.7% | Added |
| Veriti Management LLC | 7,069 | $495.6K | 0.07% | +130+1.9% | Added |
| Symmetry Partners, LLC | 7,090 | $497.0K | 0.03% | +7,090 | New |
| Wetherby Asset Management Inc | 7,135 | $500.2K | 0.03% | −855−10.7% | Reduced |
| HighMark Wealth Management LLC | 7,136 | $500.3K | 0.38% | +20.0% | Added |
| Rosenberg Matthew Hamilton | 7,153 | $501.5K | 0.17% | +201+2.9% | Added |
| Affiance Financial, LLC | 7,216 | $505.9K | 0.21% | +115+1.6% | Added |
| Moneta Group Investment Advisors LLC | 7,373 | $507.1K | 0.01% | +7,373 | New |
| Baker Tilly Wealth Management, LLC | 7,305 | $512.2K | 0.06% | +254+3.6% | Added |
| Change Path, LLC | 7,356 | $516.0K | 0.03% | +138+1.9% | Added |
| Krane Funds Advisors LLC | 7,416 | $520.0K | 0.02% | +7,416 | New |
| Aspen Wealth Strategies, LLC | 7,527 | $527.7K | 0.42% | +7,527 | New |
| Thomas White International Ltd | 7,568 | $530.6K | 0.12% | −59−0.8% | Reduced |
| SNS Financial Group, LLC | 7,518 | $530.7K | 0.07% | −57−0.8% | Reduced |
| Schmidt P J Investment Management Inc | 7,655 | $536.7K | 0.12% | +619+8.8% | Added |
| Romano Brothers and Company | 7,664 | $537.3K | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,719 | $541.2K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,725 | $541.6K | 0.03% | +256+3.4% | Added |
| Stratos Wealth Partners, LTD. | 7,725 | $541.7K | 0.01% | −613−7.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,744 | $542.9K | 0.06% | −38−0.5% | Reduced |
| SFMG, LLC | 7,750 | $543.4K | 0.06% | +76+1.0% | Added |
| Front Row Advisors LLC | 7,722 | $545.0K | 0.28% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 7,848 | $550.0K | 0.37% | +5,824+287.7% | Added |
| Sargent Bickham Lagudis LLC | 7,907 | $554.3K | 0.05% | −21−0.3% | Reduced |
| FineMark National Bank & Trust | 7,960 | $558.1K | 0.03% | −1,744−18.0% | Reduced |
| Gateway Wealth Partners, LLC | 7,973 | $559.0K | 0.10% | +7,973 | New |
| Welch Group, LLC | 7,990 | $560.2K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 8,011 | $561.7K | 0.00% | −280−3.4% | Reduced |
| Ascent Group, LLC | 8,044 | $564.0K | 0.07% | +638+8.6% | Added |
| First Commonwealth Financial Corp | 8,056 | $564.8K | 0.21% | −40.0% | Reduced |
| Parsons Capital Management Inc | 8,087 | $567.1K | 0.05% | +266+3.4% | Added |
| Cohen Klingenstein LLC | 8,100 | $567.9K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,123 | $569.5K | 0.01% | +8,123 | New |
| KCM Investment Advisors LLC | 8,215 | $576.0K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 8,394 | $588.5K | 0.02% | +8,394 | New |
| Signaturefd, LLC | 8,490 | $595.2K | 0.02% | −1,812−17.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,494 | $595.5K | 0.05% | +188+2.3% | Added |
| Access Financial Services, Inc. | 8,495 | $595.6K | 0.36% | +5+0.1% | Added |
| Bigelow Investment Advisors, LLC | 8,508 | $596.5K | 0.35% | −270−3.1% | Reduced |
| JSF Financial, LLC | 8,535 | $598.4K | 0.22% | +255+3.1% | Added |