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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 5,101 | $357.6K | 0.00% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 5,096 | $357.3K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 5,090 | $356.9K | 0.01% | +1,545+43.6% | Added |
| ASB Consultores, LLC | 5,065 | $355.1K | 0.15% | +64+1.3% | Added |
| Bessemer Group Inc | 5,067 | $355.0K | 0.00% | −1,373−21.3% | Reduced |
| Umb Bank N A | 5,057 | $355.0K | 0.01% | +241+5.0% | Added |
| Schnieders Capital Management LLC | 5,048 | $353.9K | 0.08% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 5,045 | $353.7K | 0.16% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,965 | $348.1K | 0.04% | +31+0.6% | Added |
| Community Bank & Trust, Waco, Texas | 4,956 | $347.0K | 0.11% | +4,956 | New |
| Venture Visionary Partners LLC | 4,935 | $346.0K | 0.03% | +39+0.8% | Added |
| Nations Financial Group Inc, | 4,927 | $345.4K | 0.04% | +4,927 | New |
| Abbrea Capital, LLC | 4,874 | $344.1K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,860 | $343.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,885 | $342.5K | 0.02% | +61+1.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,863 | $340.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,827 | $340.8K | 0.02% | +73+1.5% | Added |
| Castle Rock Wealth Management, LLC | 4,915 | $338.2K | 0.15% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,762 | $333.9K | 0.03% | +174+3.8% | Added |
| CWA Asset Management Group, LLC | 4,762 | $333.9K | 0.03% | +166+3.6% | Added |
| Peak Asset Management, LLC | 4,751 | $333.1K | 0.09% | −360−7.0% | Reduced |
| Samalin Investment Counsel, LLC | 4,750 | $333.0K | 0.21% | −750−13.6% | Reduced |
| Lincoln National Corp | 4,750 | $333.0K | 0.01% | +393+9.0% | Added |
| Wealth Alliance | 4,741 | $332.4K | 0.06% | +193+4.2% | Added |
| Laurel Wealth Advisors, Inc. | 4,728 | $331.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,168 | $331.0K | 0.01% | +3,602+230.0% | Added |
| Eastern Bank | 4,690 | $328.8K | 0.02% | −45−1.0% | Reduced |
| First Heartland Consultants, Inc. | 4,671 | $327.5K | 0.05% | −150−3.1% | Reduced |
| Lifeworks Advisors, LLC | 4,660 | $326.7K | 0.18% | −400−7.9% | Reduced |
| CX Institutional | 4,641 | $325.4K | 0.02% | +1,389+42.7% | Added |
| Conning Inc. | 4,628 | $324.5K | 0.01% | −20−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 4,592 | $322.0K | 0.01% | −879−16.1% | Reduced |
| Destination Wealth Management | 4,571 | $320.5K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,527 | $317.4K | 0.01% | −5,099−53.0% | Reduced |
| First Horizon Advisors, Inc. | 4,512 | $316.4K | 0.01% | −7−0.2% | Reduced |
| Smith Anglin Financial, LLC | 4,500 | $315.5K | 0.06% | +36+0.8% | Added |
| RSM US Wealth Management LLC | 4,494 | $315.4K | 0.02% | +670+17.5% | Added |
| Engineers Gate Manager LP | 4,485 | $314.4K | 0.02% | −19,458−81.3% | Reduced |
| Avestar Capital, LLC | 4,483 | $314.3K | 0.07% | +291+6.9% | Added |
| Fiduciary Alliance LLC | 4,460 | $312.7K | 0.08% | +4,460 | New |
| Parallel Advisors, LLC | 4,449 | $312.0K | 0.01% | −376−7.8% | Reduced |
| Pathstone Family Office, LLC | 5,351 | $311.7K | 0.01% | +1,674+45.5% | Added |
| Quantum Financial Advisors, LLC | 4,442 | $311.4K | 0.14% | −21−0.5% | Reduced |
| Leverty Financial Group, LLC | 4,437 | $311.1K | 0.27% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,436 | $311.0K | 0.04% | −495−10.0% | Reduced |
| Gilman Hill Asset Management, LLC | 4,400 | $308.5K | 0.06% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,385 | $307.4K | 0.02% | +10.0% | Added |
| Ballentine Partners, LLC | 4,379 | $307.0K | 0.01% | −245−5.3% | Reduced |
| Howe & Rusling Inc | 4,347 | $304.8K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,312 | $304.4K | 0.03% | +4,312 | New |
| Intrust Bank NA | 4,332 | $303.7K | 0.04% | −530−10.9% | Reduced |
| XML Financial, LLC | 4,329 | $303.5K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,326 | $303.0K | 0.01% | +4,326 | New |
| Legacy Financial Advisors, Inc. | 4,319 | $302.8K | 0.07% | +4,319 | New |
| Synovus Financial Corp | 4,305 | $301.8K | 0.00% | −24−0.6% | Reduced |
| Sandy Spring Bank | 4,292 | $300.9K | 0.02% | +147+3.5% | Added |
| Quadrant Capital Group LLC | 4,284 | $300.5K | 0.03% | −842−16.4% | Reduced |
| TCI Wealth Advisors, Inc. | 4,278 | $299.9K | 0.04% | −132−3.0% | Reduced |
| South State Corp. | 4,268 | $299.2K | 0.03% | −220−4.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,788 | $296.4K | 0.03% | +1,623+51.3% | Added |
| Lake Street Financial LLC | 4,220 | $295.9K | 0.06% | −281−6.2% | Reduced |
| Panoramic Investment Advisors, LLC | 4,189 | $293.7K | 0.30% | +4,189 | New |
| Paloma Partners Management Co | 4,120 | $288.9K | 0.06% | +4,120 | New |
| N.E.W. Advisory Services LLC | 4,116 | $288.6K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,113 | $288.0K | 0.04% | −428−9.4% | Reduced |
| Strategy Asset Managers LLC | 4,107 | $288.0K | 0.07% | +86+2.1% | Added |
| Level Four Advisory Services, LLC | 4,100 | $287.5K | 0.02% | +853+26.3% | Added |
| Boston Partners | 4,061 | $284.7K | 0.00% | +290+7.7% | Added |
| McKinley Carter Wealth Services, Inc. | 4,009 | $281.1K | 0.02% | −96−2.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $280.4K | 0.04% | −71−1.7% | Reduced |
| Affinity Investment Advisors, LLC | 4,000 | $280.4K | 0.13% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,000 | $280.4K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $280.4K | 0.00% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $279.3K | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $279.0K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 3,977 | $278.8K | 0.01% | +3,977 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $277.5K | 0.01% | −605−13.3% | Reduced |
| Chesley Taft & Associates LLC | 3,954 | $277.2K | 0.02% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,951 | $277.0K | 0.13% | +17+0.4% | Added |
| Gsa Capital Partners LLP | 3,952 | $277.0K | 0.03% | +681+20.8% | Added |
| Wade G W & Inc | 3,895 | $273.0K | 0.01% | −359−8.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,893 | $272.9K | 0.02% | +392+11.2% | Added |
| Woodmont Investment Counsel LLC | 3,875 | $271.7K | 0.03% | 00.0% | Unchanged |
| Resolution Capital Ltd | 3,860 | $270.6K | 0.00% | −600−13.5% | Reduced |
| Sawtooth Solutions, LLC | 3,858 | $270.5K | 0.04% | −154−3.8% | Reduced |
| Simon Quick Advisors, LLC | 3,834 | $268.8K | 0.03% | +242+6.7% | Added |
| Accel Wealth Management | 3,796 | $266.1K | 0.13% | −55−1.4% | Reduced |
| Raymond James Trust N.A. | 3,794 | $266.0K | 0.01% | +12+0.3% | Added |
| Chilton Capital Management LLC | 3,770 | $264.3K | 0.02% | 00.0% | Unchanged |
| Bank of Hawaii | 3,765 | $264.0K | 0.02% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,740 | $262.2K | 0.02% | −815−17.9% | Reduced |
| Triumph Capital Management | 3,725 | $261.2K | 0.14% | −200−5.1% | Reduced |
| Financial Advisors Network, Inc. | 3,724 | $261.1K | 0.07% | +3,724 | New |
| STF Management LP | 3,653 | $256.1K | 0.37% | +3,653 | New |
| Sentry Investment Management LLC | 3,648 | $256.0K | 0.11% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,651 | $256.0K | 0.08% | +3,651 | New |
| Cary Street Partner Investment Advisory LLC | 3,637 | $255.0K | 0.02% | +128+3.6% | Added |
| NinePointTwo Capital | 3,650 | $255.0K | 0.11% | +3,650 | New |
| W.H. Cornerstone Investments Inc. | 3,580 | $254.8K | 0.24% | +155+4.5% | Added |
| LCM Capital Management Inc | 3,598 | $252.3K | 0.25% | 00.0% | Unchanged |