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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 13,978 | $980.0K | 0.01% | +1,658+13.5% | Added |
| Apollon Wealth Management, LLC | 13,964 | $979.0K | 0.07% | +40+0.3% | Added |
| Edgestream Partners, L.P. | 13,906 | $975.0K | 0.11% | +13,906 | New |
| Orion Portfolio Solutions, LLC | 13,886 | $973.6K | 0.03% | +1,401+11.2% | Added |
| Sheets Smith Wealth Management | 13,679 | $959.0K | 0.15% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 13,645 | $956.7K | 0.45% | −196−1.4% | Reduced |
| Geneos Wealth Management Inc. | 13,559 | $950.6K | 0.06% | +82+0.6% | Added |
| Venturi Wealth Management, LLC | 13,543 | $949.5K | 0.08% | +793+6.2% | Added |
| International Assets Investment Management, LLC | 33,169 | $942.5K | 0.10% | +25,804+350.4% | Added |
| MML Investors Services, LLC | 13,441 | $942.0K | 0.01% | +576+4.5% | Added |
| Marks Group Wealth Management, Inc | 13,338 | $935.1K | 0.13% | +841+6.7% | Added |
| Bell Bank | 13,336 | $935.0K | 0.11% | 00.0% | Unchanged |
| Amarillo National Bank | 13,302 | $932.6K | 0.22% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13,193 | $925.0K | 0.06% | +1,154+9.6% | Added |
| Aveo Capital Partners, LLC | 13,125 | $920.2K | 0.14% | −26−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 13,087 | $917.2K | 0.05% | −603−4.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,030 | $913.5K | 0.60% | +796+6.5% | Added |
| Dorsey & Whitney Trust CO LLC | 12,976 | $909.7K | 0.09% | −533−3.9% | Reduced |
| Kenfarb & Co. | 12,885 | $903.4K | 0.80% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12,858 | $901.0K | 0.04% | −16,084−55.6% | Reduced |
| Dynamic Advisor Solutions LLC | 12,766 | $895.0K | 0.06% | +12,766 | New |
| Finer Wealth Management, Inc. | 12,750 | $893.9K | 0.84% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,634 | $885.8K | 0.02% | −1,403−10.0% | Reduced |
| First Hawaiian Bank | 12,524 | $878.0K | 0.03% | +744+6.3% | Added |
| Advisors Management Group Inc | 12,342 | $865.0K | 0.33% | +11+0.1% | Added |
| Foundations Investment Advisors, LLC | 12,259 | $859.5K | 0.03% | −882−6.7% | Reduced |
| Coastline Trust Co | 11,985 | $840.3K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,896 | $834.0K | 0.00% | +4,911+70.3% | Added |
| KLCM Advisors, Inc. | 11,850 | $830.8K | 0.17% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 11,767 | $825.0K | 0.56% | +90+0.8% | Added |
| Chronos Wealth Management, LLC | 11,491 | $805.6K | 0.64% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 11,439 | $802.0K | 0.31% | −6−0.1% | Reduced |
| Thompson Investment Management, Inc. | 11,399 | $799.0K | 0.15% | +5,900+107.3% | Added |
| Bard Financial Services, Inc. | 11,375 | $798.0K | 0.07% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $796.9K | 0.22% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,351 | $795.8K | 0.07% | +3,269+40.4% | Added |
| Old National Bancorp | 11,342 | $795.0K | 0.02% | −310−2.7% | Reduced |
| Old Port Advisors | 11,262 | $789.6K | 0.30% | −275−2.4% | Reduced |
| Balentine LLC | 11,207 | $785.7K | 0.03% | +1,934+20.9% | Added |
| Prospera Financial Services Inc | 11,152 | $781.9K | 0.04% | −1,664−13.0% | Reduced |
| Toews Corp | 11,100 | $778.2K | 0.38% | −4,500−28.8% | Reduced |
| Tradition Wealth Management, LLC | 11,086 | $777.0K | 0.11% | −243−2.1% | Reduced |
| Toroso Investments, LLC | 11,008 | $772.0K | 0.03% | +4,455+68.0% | Added |
| NovaPoint Capital, LLC | 10,820 | $758.6K | 0.33% | +601+5.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,748 | $754.0K | 0.03% | +354+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,647 | $746.5K | 0.01% | 00.0% | Unchanged |
| Shaker Investments LLC | 10,555 | $740.0K | 0.46% | +161+1.5% | Added |
| Gradient Investments LLC | 10,533 | $738.5K | 0.02% | +8,547+430.4% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $734.7K | 0.21% | +10,479 | New |
| Horizon Investments, LLC | 10,397 | $729.0K | 0.02% | −3,065−22.8% | Reduced |
| Cahill Financial Advisors Inc | 10,346 | $725.4K | 0.14% | −157−1.5% | Reduced |
| First National Bank & Trust Co of Newtown | 10,092 | $707.5K | 0.16% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,987 | $700.2K | 0.54% | +200+2.0% | Added |
| Carret Asset Management, LLC | 9,785 | $686.0K | 0.09% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 9,702 | $680.2K | 0.28% | −560−5.5% | Reduced |
| Brown Advisory Inc | 9,672 | $678.1K | 0.00% | +3,988+70.2% | Added |
| National Asset Management, Inc. | 9,590 | $676.9K | 0.02% | +629+7.0% | Added |
| Savant Capital, LLC | 9,653 | $676.8K | 0.02% | −1,141−10.6% | Reduced |
| Exchange Traded Concepts, LLC | 9,628 | $675.0K | 0.02% | −637−6.2% | Reduced |
| O'Brien Greene & Co. Inc | 9,563 | $670.0K | 0.25% | −24,309−71.8% | Reduced |
| Farmers & Merchants Investments Inc | 9,555 | $669.9K | 0.03% | −268−2.7% | Reduced |
| Mitchell Sinkler & Starr | 9,500 | $666.0K | 0.21% | +9,500 | New |
| Ieq Capital, LLC | 9,485 | $665.0K | 0.02% | −5,327−36.0% | Reduced |
| Moody National Bank Trust Division | 9,463 | $663.0K | 0.06% | +188+2.0% | Added |
| Gateway Investment Advisers LLC | 9,360 | $656.2K | 0.01% | +1,363+17.0% | Added |
| Cetera Advisors LLC | 9,343 | $655.0K | 0.01% | −13,774−59.6% | Reduced |
| Coldstream Capital Management Inc | 9,319 | $653.3K | 0.02% | +9,319 | New |
| West Family Investments, Inc. | 9,294 | $651.6K | 0.22% | +918+11.0% | Added |
| Fiduciary Trust Co | 9,256 | $648.9K | 0.01% | +12+0.1% | Added |
| Moors & Cabot, Inc. | 9,212 | $645.9K | 0.05% | −615−6.3% | Reduced |
| Laraway Financial Inc | 9,170 | $642.9K | 0.67% | −140−1.5% | Reduced |
| Perigon Wealth Management, LLC | 9,133 | $640.3K | 0.04% | +1,024+12.6% | Added |
| Eudaimonia Partners, LLC | 9,117 | $639.2K | 0.16% | −6,624−42.1% | Reduced |
| Wellington Management Group LLP | 9,000 | $631.0K | 0.00% | +9,000 | New |
| Stonebridge Capital Advisors LLC | 8,978 | $629.5K | 0.07% | +40.0% | Added |
| Sumitomo Life Insurance Co | 8,941 | $627.0K | 0.05% | −508−5.4% | Reduced |
| Davenport & Co LLC | 8,919 | $625.0K | 0.01% | +96+1.1% | Added |
| Atria Wealth Solutions, Inc. | 8,846 | $620.2K | 0.01% | +66+0.8% | Added |
| Stock Yards Bank & Trust Co | 8,842 | $620.0K | 0.02% | +789+9.8% | Added |
| Central Trust Co | 8,711 | $610.7K | 0.02% | −50−0.6% | Reduced |
| Catalyst Wealth Management, LLC | 8,688 | $609.1K | 0.57% | +8,688 | New |
| Advisory Services Network, LLC | 8,685 | $609.0K | 0.02% | −1,975−18.5% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $608.0K | 0.31% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,568 | $600.7K | 0.03% | +31+0.4% | Added |
| Meeder Advisory Services, Inc. | 8,536 | $598.4K | 0.08% | +8,536 | New |
| JSF Financial, LLC | 8,535 | $598.4K | 0.22% | +255+3.1% | Added |
| Bigelow Investment Advisors, LLC | 8,508 | $596.5K | 0.35% | −270−3.1% | Reduced |
| Access Financial Services, Inc. | 8,495 | $595.6K | 0.36% | +5+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 8,494 | $595.5K | 0.05% | +188+2.3% | Added |
| Signaturefd, LLC | 8,490 | $595.2K | 0.02% | −1,812−17.6% | Reduced |
| Bleakley Financial Group, LLC | 8,394 | $588.5K | 0.02% | +8,394 | New |
| KCM Investment Advisors LLC | 8,215 | $576.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 8,123 | $569.5K | 0.01% | +8,123 | New |
| Cohen Klingenstein LLC | 8,100 | $567.9K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,087 | $567.1K | 0.05% | +266+3.4% | Added |
| First Commonwealth Financial Corp | 8,056 | $564.8K | 0.21% | −40.0% | Reduced |
| Ascent Group, LLC | 8,044 | $564.0K | 0.07% | +638+8.6% | Added |
| Aviva PLC | 8,011 | $561.7K | 0.00% | −280−3.4% | Reduced |
| Welch Group, LLC | 7,990 | $560.2K | 0.03% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 7,973 | $559.0K | 0.10% | +7,973 | New |