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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 7,960 | $558.1K | 0.03% | −1,744−18.0% | Reduced |
| Sargent Bickham Lagudis LLC | 7,907 | $554.3K | 0.05% | −21−0.3% | Reduced |
| Neo Ivy Capital Management | 7,848 | $550.0K | 0.37% | +5,824+287.7% | Added |
| Front Row Advisors LLC | 7,722 | $545.0K | 0.28% | 00.0% | Unchanged |
| SFMG, LLC | 7,750 | $543.4K | 0.06% | +76+1.0% | Added |
| Checchi Capital Advisers, LLC | 7,744 | $542.9K | 0.06% | −38−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 7,725 | $541.7K | 0.01% | −613−7.4% | Reduced |
| IHT Wealth Management, LLC | 7,725 | $541.6K | 0.03% | +256+3.4% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $541.2K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,664 | $537.3K | 0.08% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 7,655 | $536.7K | 0.12% | +619+8.8% | Added |
| SNS Financial Group, LLC | 7,518 | $530.7K | 0.07% | −57−0.8% | Reduced |
| Thomas White International Ltd | 7,568 | $530.6K | 0.12% | −59−0.8% | Reduced |
| Aspen Wealth Strategies, LLC | 7,527 | $527.7K | 0.42% | +7,527 | New |
| Krane Funds Advisors LLC | 7,416 | $520.0K | 0.02% | +7,416 | New |
| Change Path, LLC | 7,356 | $516.0K | 0.03% | +138+1.9% | Added |
| Baker Tilly Wealth Management, LLC | 7,305 | $512.2K | 0.06% | +254+3.6% | Added |
| Moneta Group Investment Advisors LLC | 7,373 | $507.1K | 0.01% | +7,373 | New |
| Affiance Financial, LLC | 7,216 | $505.9K | 0.21% | +115+1.6% | Added |
| Rosenberg Matthew Hamilton | 7,153 | $501.5K | 0.17% | +201+2.9% | Added |
| HighMark Wealth Management LLC | 7,136 | $500.3K | 0.38% | +20.0% | Added |
| Wetherby Asset Management Inc | 7,135 | $500.2K | 0.03% | −855−10.7% | Reduced |
| Symmetry Partners, LLC | 7,090 | $497.0K | 0.03% | +7,090 | New |
| Veriti Management LLC | 7,069 | $495.6K | 0.07% | +130+1.9% | Added |
| Altshuler Shaham Ltd | 7,005 | $491.1K | 0.02% | +6,326+931.7% | Added |
| Investment Management Corp of Ontario | 6,936 | $486.3K | 0.02% | +6,936 | New |
| Boston Private Wealth LLC | 6,928 | $485.7K | 0.01% | −792−10.3% | Reduced |
| Midwest Professional Planners, LTD. | 6,909 | $484.4K | 0.27% | +195+2.9% | Added |
| Argent Trust Co | 6,877 | $482.1K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 6,848 | $480.1K | 0.15% | −86−1.2% | Reduced |
| Charter Trust Co | 6,835 | $479.2K | 0.04% | −1,000−12.8% | Reduced |
| Cigna Investments Inc | 6,787 | $476.0K | 0.10% | +174+2.6% | Added |
| GWM Advisors LLC | 101,603 | $474.7K | 0.01% | −5,558−5.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,736 | $472.3K | 0.00% | −37,039−84.6% | Reduced |
| Corundum Group, Inc. | 6,730 | $472.0K | 0.27% | +411+6.5% | Added |
| CoreCap Advisors, LLC | 6,715 | $470.9K | 0.03% | +686+11.4% | Added |
| Regency Capital Management Inc. | 6,703 | $469.9K | 0.54% | −1,887−22.0% | Reduced |
| Old Second National Bank of Aurora | 6,698 | $469.6K | 0.14% | +400+6.4% | Added |
| Clarius Group, LLC | 6,545 | $459.0K | 0.04% | +208+3.3% | Added |
| Axxcess Wealth Management, LLC | 6,404 | $449.0K | 0.04% | +53+0.8% | Added |
| Donaldson Capital Management, LLC | 6,388 | $447.9K | 0.02% | +3,079+93.0% | Added |
| Planning Center, Inc. | 6,386 | $447.7K | 0.14% | +1,907+42.6% | Added |
| Hudson Valley Investment Advisors Inc | 6,308 | $442.3K | 0.07% | +41+0.7% | Added |
| 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 |
| Lewis Capital Management, LLC | 6,302 | $441.8K | 0.68% | −2,140−25.3% | Reduced |
| CFM Wealth Partners LLC | 6,300 | $441.7K | 0.13% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,281 | $440.0K | 0.04% | −260−4.0% | Reduced |
| Goelzer Investment Management, Inc. | 6,250 | $438.2K | 0.04% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,252 | $438.0K | 0.19% | −36−0.6% | Reduced |
| Gofen & Glossberg LLC | 6,195 | $434.0K | 0.01% | −600−8.8% | Reduced |
| Nicollet Investment Management, Inc. | 6,156 | $432.0K | 0.25% | +1,984+47.6% | Added |
| Ballast Advisors LLC | 6,107 | $428.2K | 0.19% | +2,126+53.4% | Added |
| Proequities, Inc. | 6,064 | $428.1K | 0.03% | +43+0.7% | Added |
| HB Wealth Management, LLC | 6,103 | $427.9K | 0.01% | −140−2.2% | Reduced |
| Bridgefront Capital, LLC | 6,102 | $427.8K | 0.30% | +6,102 | New |
| Integris Wealth Management, LLC | 6,095 | $427.3K | 0.17% | +6,095 | New |
| Allworth Financial LP | 6,091 | $427.0K | 0.00% | −980−13.9% | Reduced |
| Chicago Partners Investment Group LLC | 6,157 | $424.1K | 0.03% | +112+1.9% | Added |
| Park Avenue Securities LLC | 6,036 | $423.0K | 0.01% | +177+3.0% | Added |
| Fund Management at Engine No. 1 LLC | 6,025 | $422.4K | 0.10% | +766+14.6% | Added |
| Townsend & Associates, Inc | 6,118 | $420.4K | 0.21% | +5+0.1% | Added |
| 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 |
| Virtus ETF Advisers LLC | 5,899 | $413.6K | 0.22% | −17,374−74.7% | Reduced |
| Harbour Investment Management LLC | 5,847 | $412.8K | 0.24% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 5,884 | $412.5K | 0.23% | +5,884 | New |
| Winton Group Ltd | 5,868 | $411.4K | 0.03% | −26,060−81.6% | Reduced |
| Personal Cfo Solutions, LLC | 5,845 | $409.8K | 0.09% | +500+9.4% | Added |
| Fox Run Management, L.L.C. | 5,844 | $409.7K | 0.16% | +699+13.6% | Added |
| First National Advisers, LLC | 5,834 | $409.0K | 0.52% | +692+13.5% | Added |
| Alley Investment Management Company, LLC | 5,821 | $408.0K | 0.07% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 5,767 | $404.3K | 0.29% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,720 | $401.0K | 0.11% | −188−3.2% | Reduced |
| RDA Financial Network | 5,707 | $400.1K | 0.20% | −72−1.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,671 | $397.6K | 0.22% | −416−6.8% | Reduced |
| Johnson Midwest Financial, LLC | 5,665 | $397.0K | 1.45% | +12+0.2% | Added |
| PrairieView Partners, LLC | 5,662 | $396.0K | 0.06% | −4,385−43.6% | Reduced |
| Sequoia Financial Advisors, LLC | 5,647 | $395.9K | 0.01% | +1,812+47.2% | Added |
| Alpha Family Trust | 5,590 | $391.9K | 0.35% | +5,590 | New |
| Chesapeake Wealth Management | 5,583 | $391.4K | 0.17% | −208−3.6% | Reduced |
| Calamos Wealth Management LLC | 5,511 | $386.4K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 5,505 | $386.0K | 0.06% | +55+1.0% | Added |
| TD Private Client Wealth LLC | 5,498 | $385.5K | 0.02% | −55−1.0% | Reduced |
| Brookstone Capital Management | 5,351 | $381.5K | 0.01% | +453+9.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,417 | $379.8K | 0.03% | 00.0% | Unchanged |
| James Hambro & Partners | 5,400 | $378.6K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,349 | $375.0K | 0.01% | +615+13.0% | Added |
| Resources Investment Advisors, LLC. | 5,345 | $374.7K | 0.01% | +360+7.2% | Added |
| Two Sigma Securities, LLC | 5,344 | $374.7K | 0.05% | −5,831−52.2% | Reduced |
| Hills Bank & Trust Co | 5,329 | $373.0K | 0.06% | −133−2.4% | Reduced |
| Heritage Trust Co | 5,272 | $369.6K | 0.06% | −729−12.1% | Reduced |
| Brinker Capital Investments, LLC | 5,260 | $368.8K | 0.01% | −190−3.5% | Reduced |
| Larson Financial Group LLC | 5,254 | $368.4K | 0.04% | +7+0.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $366.9K | 0.08% | 00.0% | Unchanged |
| Seeyond | 5,211 | $365.3K | 0.04% | −25,895−83.2% | Reduced |
| Adviser Investments LLC | 5,017 | $365.1K | 0.01% | −452−8.3% | Reduced |
| FDx Advisors, Inc. | 5,194 | $364.0K | 0.02% | +816+18.6% | Added |
| Headinvest, LLC | 5,117 | $358.8K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,110 | $358.3K | 0.01% | 00.0% | Unchanged |