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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 8,536 | $598.4K | 0.08% | +8,536 | New |
| Mutual Advisors, LLC | 8,568 | $600.7K | 0.03% | +31+0.4% | Added |
| Oarsman Capital, Inc. | 8,672 | $608.0K | 0.31% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,685 | $609.0K | 0.02% | −1,975−18.5% | Reduced |
| Catalyst Wealth Management, LLC | 8,688 | $609.1K | 0.57% | +8,688 | New |
| Central Trust Co | 8,711 | $610.7K | 0.02% | −50−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 8,842 | $620.0K | 0.02% | +789+9.8% | Added |
| Atria Wealth Solutions, Inc. | 8,846 | $620.2K | 0.01% | +66+0.8% | Added |
| Davenport & Co LLC | 8,919 | $625.0K | 0.01% | +96+1.1% | Added |
| Sumitomo Life Insurance Co | 8,941 | $627.0K | 0.05% | −508−5.4% | Reduced |
| Stonebridge Capital Advisors LLC | 8,978 | $629.5K | 0.07% | +40.0% | Added |
| Wellington Management Group LLP | 9,000 | $631.0K | 0.00% | +9,000 | New |
| Eudaimonia Partners, LLC | 9,117 | $639.2K | 0.16% | −6,624−42.1% | Reduced |
| Perigon Wealth Management, LLC | 9,133 | $640.3K | 0.04% | +1,024+12.6% | Added |
| Laraway Financial Inc | 9,170 | $642.9K | 0.67% | −140−1.5% | Reduced |
| Moors & Cabot, Inc. | 9,212 | $645.9K | 0.05% | −615−6.3% | Reduced |
| Fiduciary Trust Co | 9,256 | $648.9K | 0.01% | +12+0.1% | Added |
| West Family Investments, Inc. | 9,294 | $651.6K | 0.22% | +918+11.0% | Added |
| Coldstream Capital Management Inc | 9,319 | $653.3K | 0.02% | +9,319 | New |
| Cetera Advisors LLC | 9,343 | $655.0K | 0.01% | −13,774−59.6% | Reduced |
| Gateway Investment Advisers LLC | 9,360 | $656.2K | 0.01% | +1,363+17.0% | Added |
| Moody National Bank Trust Division | 9,463 | $663.0K | 0.06% | +188+2.0% | Added |
| Ieq Capital, LLC | 9,485 | $665.0K | 0.02% | −5,327−36.0% | Reduced |
| Mitchell Sinkler & Starr | 9,500 | $666.0K | 0.21% | +9,500 | New |
| Farmers & Merchants Investments Inc | 9,555 | $669.9K | 0.03% | −268−2.7% | Reduced |
| O'Brien Greene & Co. Inc | 9,563 | $670.0K | 0.25% | −24,309−71.8% | Reduced |
| Exchange Traded Concepts, LLC | 9,628 | $675.0K | 0.02% | −637−6.2% | Reduced |
| Savant Capital, LLC | 9,653 | $676.8K | 0.02% | −1,141−10.6% | Reduced |
| National Asset Management, Inc. | 9,590 | $676.9K | 0.02% | +629+7.0% | Added |
| Brown Advisory Inc | 9,672 | $678.1K | 0.00% | +3,988+70.2% | Added |
| SC&H Financial Advisors, Inc. | 9,702 | $680.2K | 0.28% | −560−5.5% | Reduced |
| Carret Asset Management, LLC | 9,785 | $686.0K | 0.09% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,987 | $700.2K | 0.54% | +200+2.0% | Added |
| First National Bank & Trust Co of Newtown | 10,092 | $707.5K | 0.16% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 10,346 | $725.4K | 0.14% | −157−1.5% | Reduced |
| Horizon Investments, LLC | 10,397 | $729.0K | 0.02% | −3,065−22.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $734.7K | 0.21% | +10,479 | New |
| Gradient Investments LLC | 10,533 | $738.5K | 0.02% | +8,547+430.4% | Added |
| Shaker Investments LLC | 10,555 | $740.0K | 0.46% | +161+1.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,647 | $746.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 10,748 | $754.0K | 0.03% | +354+3.4% | Added |
| NovaPoint Capital, LLC | 10,820 | $758.6K | 0.33% | +601+5.9% | Added |
| Toroso Investments, LLC | 11,008 | $772.0K | 0.03% | +4,455+68.0% | Added |
| Tradition Wealth Management, LLC | 11,086 | $777.0K | 0.11% | −243−2.1% | Reduced |
| Toews Corp | 11,100 | $778.2K | 0.38% | −4,500−28.8% | Reduced |
| Prospera Financial Services Inc | 11,152 | $781.9K | 0.04% | −1,664−13.0% | Reduced |
| Balentine LLC | 11,207 | $785.7K | 0.03% | +1,934+20.9% | Added |
| Old Port Advisors | 11,262 | $789.6K | 0.30% | −275−2.4% | Reduced |
| Old National Bancorp | 11,342 | $795.0K | 0.02% | −310−2.7% | Reduced |
| Metis Global Partners, LLC | 11,351 | $795.8K | 0.07% | +3,269+40.4% | Added |
| Emerald Advisors, LLC | 11,366 | $796.9K | 0.22% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $798.0K | 0.07% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 11,399 | $799.0K | 0.15% | +5,900+107.3% | Added |
| Wambolt & Associates, LLC | 11,439 | $802.0K | 0.31% | −6−0.1% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $805.6K | 0.64% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 11,767 | $825.0K | 0.56% | +90+0.8% | Added |
| KLCM Advisors, Inc. | 11,850 | $830.8K | 0.17% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,896 | $834.0K | 0.00% | +4,911+70.3% | Added |
| Coastline Trust Co | 11,985 | $840.3K | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 12,259 | $859.5K | 0.03% | −882−6.7% | Reduced |
| Advisors Management Group Inc | 12,342 | $865.0K | 0.33% | +11+0.1% | Added |
| First Hawaiian Bank | 12,524 | $878.0K | 0.03% | +744+6.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,634 | $885.8K | 0.02% | −1,403−10.0% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $893.9K | 0.84% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,766 | $895.0K | 0.06% | +12,766 | New |
| Simplex Trading, LLC | 12,858 | $901.0K | 0.04% | −16,084−55.6% | Reduced |
| Kenfarb & Co. | 12,885 | $903.4K | 0.80% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,976 | $909.7K | 0.09% | −533−3.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,030 | $913.5K | 0.60% | +796+6.5% | Added |
| Great Valley Advisor Group, Inc. | 13,087 | $917.2K | 0.05% | −603−4.4% | Reduced |
| Aveo Capital Partners, LLC | 13,125 | $920.2K | 0.14% | −26−0.2% | Reduced |
| Global Retirement Partners, LLC | 13,193 | $925.0K | 0.06% | +1,154+9.6% | Added |
| Amarillo National Bank | 13,302 | $932.6K | 0.22% | 00.0% | Unchanged |
| Bell Bank | 13,336 | $935.0K | 0.11% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 13,338 | $935.1K | 0.13% | +841+6.7% | Added |
| MML Investors Services, LLC | 13,441 | $942.0K | 0.01% | +576+4.5% | Added |
| International Assets Investment Management, LLC | 33,169 | $942.5K | 0.10% | +25,804+350.4% | Added |
| Venturi Wealth Management, LLC | 13,543 | $949.5K | 0.08% | +793+6.2% | Added |
| Geneos Wealth Management Inc. | 13,559 | $950.6K | 0.06% | +82+0.6% | Added |
| DeDora Capital, Inc. | 13,645 | $956.7K | 0.45% | −196−1.4% | Reduced |
| Sheets Smith Wealth Management | 13,679 | $959.0K | 0.15% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 13,886 | $973.6K | 0.03% | +1,401+11.2% | Added |
| Edgestream Partners, L.P. | 13,906 | $975.0K | 0.11% | +13,906 | New |
| Apollon Wealth Management, LLC | 13,964 | $979.0K | 0.07% | +40+0.3% | Added |
| Avantax Advisory Services, Inc. | 13,978 | $980.0K | 0.01% | +1,658+13.5% | Added |
| Everence Capital Management Inc | 14,114 | $990.0K | 0.09% | 00.0% | Unchanged |
| Empirical Finance, LLC | 14,158 | $992.6K | 0.10% | +1,136+8.7% | Added |
| SRS Capital Advisors, Inc. | 14,195 | $995.2K | 0.14% | −32−0.2% | Reduced |
| F3Logic, LLC | 14,495 | $1.02M | 0.21% | +254+1.8% | Added |
| Gallagher Benefit Services, Inc. | 14,495 | $1.02M | 0.21% | +14,495 | New |
| Dearborn Partners LLC | 14,566 | $1.02M | 0.04% | −121−0.8% | Reduced |
| Western Wealth Management, LLC | 14,642 | $1.03M | 0.10% | −2,752−15.8% | Reduced |
| Scissortail Wealth Management, LLC | 15,020 | $1.03M | 0.60% | +11,171+290.2% | Added |
| Buckingham Strategic Wealth, LLC | 14,774 | $1.04M | 0.02% | +709+5.0% | Added |
| Quantinno Capital Management LP | 14,849 | $1.04M | 0.08% | +7,315+97.1% | Added |
| Advocate Group LLC | 14,934 | $1.05M | 0.23% | +1,353+10.0% | Added |
| AIA Group Ltd | 15,150 | $1.06M | 0.06% | +9,934+190.5% | Added |
| BerganKDV Wealth Management, LLC | 15,261 | $1.07M | 0.12% | −1,108−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,392 | $1.08M | 0.04% | −158,871−91.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,568 | $1.09M | 0.78% | −696−4.3% | Reduced |