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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 35,529 | $2.49M | 0.05% | +137+0.4% | Added |
| Norinchukin Bank, The | 35,085 | $2.46M | 0.05% | −3,348−8.7% | Reduced |
| KBC Group NV | 34,178 | $2.40M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 34,126 | $2.39M | 0.01% | +2,189+6.9% | Added |
| Allstate Corp | 33,943 | $2.38M | 0.07% | 00.0% | Unchanged |
| Allstate Investment Management Co | 33,943 | $2.38M | 0.07% | +33,943 | New |
| Teza Capital Management LLC | 33,729 | $2.36M | 0.45% | −30,651−47.6% | Reduced |
| Shell Asset Management Co | 33,443 | $2.35M | 0.10% | −6,174−15.6% | Reduced |
| Epiq Partners, LLC | 32,518 | $2.28M | 1.52% | +10.0% | Added |
| Peak Financial Advisors LLC | 32,336 | $2.27M | 2.07% | +7,855+32.1% | Added |
| Bokf, NA | 32,261 | $2.26M | 0.04% | +9,260+40.3% | Added |
| Industrial Alliance Investment Management Inc. | 31,695 | $2.22M | 0.06% | −2,401−7.0% | Reduced |
| Metropolitan Life Insurance Co | 31,652 | $2.22M | 0.10% | −912−2.8% | Reduced |
| Lockheed Martin Investment Management Co | 32,000 | $2.19M | 0.15% | +1,400+4.6% | Added |
| First Bank & Trust | 31,178 | $2.19M | 0.61% | +90+0.3% | Added |
| Keybank National Association | 31,047 | $2.18M | 0.01% | +1,449+4.9% | Added |
| Central Bank & Trust Co | 30,347 | $2.13M | 0.40% | +63+0.2% | Added |
| Credit Agricole S A | 30,220 | $2.12M | 0.08% | +4,308+16.6% | Added |
| Claro Advisors LLC | 30,021 | $2.10M | 0.69% | +30,021 | New |
| Hudson Bay Capital Management LP | 30,000 | $2.10M | 0.02% | +30,000 | New |
| Oppenheimer & Co Inc | 27,773 | $1.95M | 0.04% | +5,735+26.0% | Added |
| Icon Advisers Inc | 27,400 | $1.92M | 0.49% | −2,200−7.4% | Reduced |
| La Banque Postale Asset Management SA | 26,773 | $1.88M | 0.05% | +26,773 | New |
| Cetera Investment Advisers | 26,509 | $1.86M | 0.02% | +2,614+10.9% | Added |
| Accredited Investors Inc. | 26,395 | $1.85M | 0.16% | +13,604+106.4% | Added |
| New Mexico Educational Retirement Board | 26,178 | $1.83M | 0.10% | −1,700−6.1% | Reduced |
| Neuberger Berman Group LLC | 26,127 | $1.83M | 0.00% | −882−3.3% | Reduced |
| White Pine Capital LLC | 25,970 | $1.82M | 0.71% | +1,825+7.6% | Added |
| PEAK6 Investments LLC | 25,066 | $1.76M | 0.10% | −20,051−44.4% | Reduced |
| Cornerstone Advisors, LLC | 25,000 | $1.75M | 0.09% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 24,826 | $1.74M | 0.45% | +10,579+74.3% | Added |
| Van Hulzen Asset Management, LLC | 24,400 | $1.72M | 0.20% | +500+2.1% | Added |
| Great Waters Wealth Management | 24,701 | $1.69M | 0.36% | +24,701 | New |
| Bremer Bank National Association | 24,147 | $1.69M | 0.33% | +200+0.8% | Added |
| Greenleaf Trust | 22,909 | $1.61M | 0.02% | −646−2.7% | Reduced |
| FourThought Financial Partners, LLC | 22,837 | $1.60M | 0.23% | +22,837 | New |
| D.A. Davidson & Co. | 22,604 | $1.59M | 0.02% | +1,527+7.2% | Added |
| Harvest Volatility Management LLC | 22,656 | $1.59M | 0.32% | −6,366−21.9% | Reduced |
| CTC Capital Management, LLC | 22,600 | $1.58M | 1.94% | +22,600 | New |
| Advisor Partners II, LLC | 22,276 | $1.56M | 0.10% | −1,043−4.5% | Reduced |
| Banque Cantonale Vaudoise | 21,676 | $1.52M | 0.08% | −10,182−32.0% | Reduced |
| South Dakota Investment Council | 21,564 | $1.51M | 0.03% | +4,600+27.1% | Added |
| O'Shaughnessy Asset Management, LLC | 21,485 | $1.51M | 0.02% | −3,942−15.5% | Reduced |
| AXA S.A. | 21,402 | $1.50M | 0.01% | +17,024+388.9% | Added |
| CWM, LLC | 21,132 | $1.48M | 0.01% | −6,320−23.0% | Reduced |
| JustInvest LLC | 21,133 | $1.48M | 0.06% | −4,145−16.4% | Reduced |
| ICA Group Wealth Management, LLC | 21,098 | $1.48M | 0.35% | −12,237−36.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,063 | $1.48M | 0.00% | +886+4.4% | Added |
| United Capital Financial Advisers, LLC | 20,570 | $1.44M | 0.01% | −13,779−40.1% | Reduced |
| Huntington National Bank | 20,478 | $1.44M | 0.01% | −318−1.5% | Reduced |
| Banque Pictet & Cie SA | 20,338 | $1.43M | 0.01% | +1,820+9.8% | Added |
| Dean Investment Associates, LLC | 20,198 | $1.42M | 0.24% | −549−2.6% | Reduced |
| Assenagon Asset Management S.A. | 19,807 | $1.39M | 0.01% | −313,258−94.1% | Reduced |
| Hotaling Investment Management, LLC | 19,685 | $1.38M | 0.62% | +338+1.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,602 | $1.37M | 0.12% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 19,847 | $1.36M | 0.79% | +270+1.4% | Added |
| Quantbot Technologies LP | 19,461 | $1.36M | 0.10% | −13,914−41.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,920 | $1.33M | 0.04% | +12,387+189.6% | Added |
| Costello Asset Management, INC | 18,717 | $1.31M | 1.18% | −192−1.0% | Reduced |
| Sigma Planning Corp | 18,714 | $1.31M | 0.05% | +106+0.6% | Added |
| Ameritas Investment Partners, Inc. | 19,120 | $1.30M | 0.05% | −496−2.5% | Reduced |
| First Western Trust Bank | 18,446 | $1.29M | 0.07% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 17,988 | $1.26M | 0.17% | +1,623+9.9% | Added |
| NorthRock Partners, LLC | 17,866 | $1.25M | 0.14% | −43−0.2% | Reduced |
| Headlands Technologies LLC | 17,752 | $1.25M | 0.99% | +17,752 | New |
| Stillwater Investment Management, LLC | 17,700 | $1.24M | 0.35% | +142+0.8% | Added |
| Veritable, L.P. | 17,519 | $1.23M | 0.02% | +5,317+43.6% | Added |
| First Citizens Bank & Trust Co | 17,476 | $1.23M | 0.04% | −110−0.6% | Reduced |
| Harbour Investments, Inc. | 17,392 | $1.22M | 0.07% | +816+4.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,152 | $1.20M | 0.03% | −3,165−15.6% | Reduced |
| United Services Automobile Association | 17,062 | $1.20M | 0.03% | −4,798−21.9% | Reduced |
| Asset Dedication, LLC | 16,711 | $1.18M | 0.12% | +2,408+16.8% | Added |
| First Foundation Advisors | 16,666 | $1.17M | 0.06% | +974+6.2% | Added |
| Tiaa, FSB | 16,470 | $1.15M | 0.00% | −461−2.7% | Reduced |
| Telemus Capital, LLC | 16,152 | $1.15M | 0.11% | +573+3.7% | Added |
| WealthTrust Axiom LLC | 16,350 | $1.15M | 0.40% | −10.0% | Reduced |
| Carlson Capital Management | 16,262 | $1.14M | 0.08% | −578−3.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.14M | 0.18% | 00.0% | Unchanged |
| Cypress Capital Group | 16,235 | $1.14M | 0.17% | +300+1.9% | Added |
| TownSquare Capital, LLC | 16,027 | $1.12M | 0.03% | +5,042+45.9% | Added |
| Aquatic Capital Management LLC | 15,900 | $1.11M | 0.08% | −62,023−79.6% | Reduced |
| Glenmede Trust Co NA | 15,851 | $1.11M | 0.01% | +1,615+11.3% | Added |
| Graham Capital Management, L.P. | 15,774 | $1.11M | 0.04% | −133−0.8% | Reduced |
| Point72 Middle East FZE | 15,580 | $1.09M | 0.08% | +15,580 | New |
| Holocene Advisors, LP | 15,574 | $1.09M | 0.01% | −46,579−74.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 15,568 | $1.09M | 0.78% | −696−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 15,392 | $1.08M | 0.04% | −158,871−91.2% | Reduced |
| BerganKDV Wealth Management, LLC | 15,261 | $1.07M | 0.12% | −1,108−6.8% | Reduced |
| AIA Group Ltd | 15,150 | $1.06M | 0.06% | +9,934+190.5% | Added |
| Advocate Group LLC | 14,934 | $1.05M | 0.23% | +1,353+10.0% | Added |
| Quantinno Capital Management LP | 14,849 | $1.04M | 0.08% | +7,315+97.1% | Added |
| Buckingham Strategic Wealth, LLC | 14,774 | $1.04M | 0.02% | +709+5.0% | Added |
| Scissortail Wealth Management, LLC | 15,020 | $1.03M | 0.60% | +11,171+290.2% | Added |
| Western Wealth Management, LLC | 14,642 | $1.03M | 0.10% | −2,752−15.8% | Reduced |
| Dearborn Partners LLC | 14,566 | $1.02M | 0.04% | −121−0.8% | 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 |
| SRS Capital Advisors, Inc. | 14,195 | $995.2K | 0.14% | −32−0.2% | Reduced |
| Empirical Finance, LLC | 14,158 | $992.6K | 0.10% | +1,136+8.7% | Added |
| Everence Capital Management Inc | 14,114 | $990.0K | 0.09% | 00.0% | Unchanged |