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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 15,574 | $1.09M | 0.01% | −46,579−74.9% | Reduced |
| Point72 Middle East FZE | 15,580 | $1.09M | 0.08% | +15,580 | New |
| Graham Capital Management, L.P. | 15,774 | $1.11M | 0.04% | −133−0.8% | Reduced |
| Glenmede Trust Co NA | 15,851 | $1.11M | 0.01% | +1,615+11.3% | Added |
| Aquatic Capital Management LLC | 15,900 | $1.11M | 0.08% | −62,023−79.6% | Reduced |
| TownSquare Capital, LLC | 16,027 | $1.12M | 0.03% | +5,042+45.9% | Added |
| Cypress Capital Group | 16,235 | $1.14M | 0.17% | +300+1.9% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.14M | 0.18% | 00.0% | Unchanged |
| Carlson Capital Management | 16,262 | $1.14M | 0.08% | −578−3.4% | Reduced |
| WealthTrust Axiom LLC | 16,350 | $1.15M | 0.40% | −10.0% | Reduced |
| Telemus Capital, LLC | 16,152 | $1.15M | 0.11% | +573+3.7% | Added |
| Tiaa, FSB | 16,470 | $1.15M | 0.00% | −461−2.7% | Reduced |
| First Foundation Advisors | 16,666 | $1.17M | 0.06% | +974+6.2% | Added |
| Asset Dedication, LLC | 16,711 | $1.18M | 0.12% | +2,408+16.8% | Added |
| United Services Automobile Association | 17,062 | $1.20M | 0.03% | −4,798−21.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,152 | $1.20M | 0.03% | −3,165−15.6% | Reduced |
| Harbour Investments, Inc. | 17,392 | $1.22M | 0.07% | +816+4.9% | Added |
| First Citizens Bank & Trust Co | 17,476 | $1.23M | 0.04% | −110−0.6% | Reduced |
| Veritable, L.P. | 17,519 | $1.23M | 0.02% | +5,317+43.6% | Added |
| Stillwater Investment Management, LLC | 17,700 | $1.24M | 0.35% | +142+0.8% | Added |
| Headlands Technologies LLC | 17,752 | $1.25M | 0.99% | +17,752 | New |
| NorthRock Partners, LLC | 17,866 | $1.25M | 0.14% | −43−0.2% | Reduced |
| Berger Financial Group, Inc | 17,988 | $1.26M | 0.17% | +1,623+9.9% | Added |
| First Western Trust Bank | 18,446 | $1.29M | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 19,120 | $1.30M | 0.05% | −496−2.5% | Reduced |
| Sigma Planning Corp | 18,714 | $1.31M | 0.05% | +106+0.6% | Added |
| Costello Asset Management, INC | 18,717 | $1.31M | 1.18% | −192−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,920 | $1.33M | 0.04% | +12,387+189.6% | Added |
| Quantbot Technologies LP | 19,461 | $1.36M | 0.10% | −13,914−41.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 19,847 | $1.36M | 0.79% | +270+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,602 | $1.37M | 0.12% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 19,685 | $1.38M | 0.62% | +338+1.7% | Added |
| Assenagon Asset Management S.A. | 19,807 | $1.39M | 0.01% | −313,258−94.1% | Reduced |
| Dean Investment Associates, LLC | 20,198 | $1.42M | 0.24% | −549−2.6% | Reduced |
| Banque Pictet & Cie SA | 20,338 | $1.43M | 0.01% | +1,820+9.8% | Added |
| Huntington National Bank | 20,478 | $1.44M | 0.01% | −318−1.5% | Reduced |
| United Capital Financial Advisers, LLC | 20,570 | $1.44M | 0.01% | −13,779−40.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,063 | $1.48M | 0.00% | +886+4.4% | Added |
| ICA Group Wealth Management, LLC | 21,098 | $1.48M | 0.35% | −12,237−36.7% | Reduced |
| JustInvest LLC | 21,133 | $1.48M | 0.06% | −4,145−16.4% | Reduced |
| CWM, LLC | 21,132 | $1.48M | 0.01% | −6,320−23.0% | Reduced |
| AXA S.A. | 21,402 | $1.50M | 0.01% | +17,024+388.9% | Added |
| O'Shaughnessy Asset Management, LLC | 21,485 | $1.51M | 0.02% | −3,942−15.5% | Reduced |
| South Dakota Investment Council | 21,564 | $1.51M | 0.03% | +4,600+27.1% | Added |
| Banque Cantonale Vaudoise | 21,676 | $1.52M | 0.08% | −10,182−32.0% | Reduced |
| Advisor Partners II, LLC | 22,276 | $1.56M | 0.10% | −1,043−4.5% | Reduced |
| CTC Capital Management, LLC | 22,600 | $1.58M | 1.94% | +22,600 | New |
| Harvest Volatility Management LLC | 22,656 | $1.59M | 0.32% | −6,366−21.9% | Reduced |
| D.A. Davidson & Co. | 22,604 | $1.59M | 0.02% | +1,527+7.2% | Added |
| FourThought Financial Partners, LLC | 22,837 | $1.60M | 0.23% | +22,837 | New |
| Greenleaf Trust | 22,909 | $1.61M | 0.02% | −646−2.7% | Reduced |
| Bremer Bank National Association | 24,147 | $1.69M | 0.33% | +200+0.8% | Added |
| Great Waters Wealth Management | 24,701 | $1.69M | 0.36% | +24,701 | New |
| Van Hulzen Asset Management, LLC | 24,400 | $1.72M | 0.20% | +500+2.1% | Added |
| Kesler, Norman & Wride, LLC | 24,826 | $1.74M | 0.45% | +10,579+74.3% | Added |
| Cornerstone Advisors, LLC | 25,000 | $1.75M | 0.09% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 25,066 | $1.76M | 0.10% | −20,051−44.4% | Reduced |
| White Pine Capital LLC | 25,970 | $1.82M | 0.71% | +1,825+7.6% | Added |
| Neuberger Berman Group LLC | 26,127 | $1.83M | 0.00% | −882−3.3% | Reduced |
| New Mexico Educational Retirement Board | 26,178 | $1.83M | 0.10% | −1,700−6.1% | Reduced |
| Accredited Investors Inc. | 26,395 | $1.85M | 0.16% | +13,604+106.4% | Added |
| Cetera Investment Advisers | 26,509 | $1.86M | 0.02% | +2,614+10.9% | Added |
| La Banque Postale Asset Management SA | 26,773 | $1.88M | 0.05% | +26,773 | New |
| Icon Advisers Inc | 27,400 | $1.92M | 0.49% | −2,200−7.4% | Reduced |
| Oppenheimer & Co Inc | 27,773 | $1.95M | 0.04% | +5,735+26.0% | Added |
| Hudson Bay Capital Management LP | 30,000 | $2.10M | 0.02% | +30,000 | New |
| Claro Advisors LLC | 30,021 | $2.10M | 0.69% | +30,021 | New |
| Credit Agricole S A | 30,220 | $2.12M | 0.08% | +4,308+16.6% | Added |
| Central Bank & Trust Co | 30,347 | $2.13M | 0.40% | +63+0.2% | Added |
| Keybank National Association | 31,047 | $2.18M | 0.01% | +1,449+4.9% | Added |
| First Bank & Trust | 31,178 | $2.19M | 0.61% | +90+0.3% | Added |
| Lockheed Martin Investment Management Co | 32,000 | $2.19M | 0.15% | +1,400+4.6% | Added |
| Metropolitan Life Insurance Co | 31,652 | $2.22M | 0.10% | −912−2.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 31,695 | $2.22M | 0.06% | −2,401−7.0% | Reduced |
| Bokf, NA | 32,261 | $2.26M | 0.04% | +9,260+40.3% | Added |
| Peak Financial Advisors LLC | 32,336 | $2.27M | 2.07% | +7,855+32.1% | Added |
| Epiq Partners, LLC | 32,518 | $2.28M | 1.52% | +10.0% | Added |
| Shell Asset Management Co | 33,443 | $2.35M | 0.10% | −6,174−15.6% | Reduced |
| Teza Capital Management LLC | 33,729 | $2.36M | 0.45% | −30,651−47.6% | Reduced |
| Allstate Corp | 33,943 | $2.38M | 0.07% | 00.0% | Unchanged |
| Allstate Investment Management Co | 33,943 | $2.38M | 0.07% | +33,943 | New |
| STRS Ohio | 34,126 | $2.39M | 0.01% | +2,189+6.9% | Added |
| KBC Group NV | 34,178 | $2.40M | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 35,085 | $2.46M | 0.05% | −3,348−8.7% | Reduced |
| Beacon Pointe Advisors, LLC | 35,529 | $2.49M | 0.05% | +137+0.4% | Added |
| Richard Bernstein Advisors LLC | 35,649 | $2.50M | 0.06% | +35,649 | New |
| Tilt Investment Management Holdings, PBC | 36,121 | $2.55M | 2.16% | +36,121 | New |
| Steward Partners Investment Advisory, LLC | 36,632 | $2.57M | 0.04% | +1,032+2.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,543 | $2.63M | 0.16% | +6,688+21.7% | Added |
| First Dallas Securities Inc. | 38,438 | $2.69M | 1.62% | −1,325−3.3% | Reduced |
| Avitas Wealth Management LLC | 38,550 | $2.70M | 0.57% | +38,550 | New |
| Advisors Asset Management, Inc. | 38,551 | $2.70M | 0.06% | +14,757+62.0% | Added |
| Blair William & Co | 38,654 | $2.71M | 0.01% | −120−0.3% | Reduced |
| Thrivent Financial for Lutherans | 38,741 | $2.73M | 0.01% | −2,032−5.0% | Reduced |
| Andra AP-fonden | 39,400 | $2.76M | 0.08% | −50,500−56.2% | Reduced |
| Squarepoint Ops LLC | 39,840 | $2.79M | 0.02% | −74,398−65.1% | Reduced |
| Nomura Holdings Inc | 40,896 | $2.87M | 0.03% | +40,896 | New |
| Edgemoor Investment Advisors, Inc. | 41,038 | $2.88M | 0.36% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 41,607 | $2.92M | 0.39% | −3,530−7.8% | Reduced |
| Oregon Public Employees Retirement Fund | 41,846 | $2.93M | 0.04% | 00.0% | Unchanged |