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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,572 | $250.4K | 0.01% | +37+1.0% | Added |
| Austin Private Wealth, LLC | 3,559 | $249.5K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $249.5K | 0.19% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,543 | $248.4K | 0.06% | +3,543 | New |
| Segment Wealth Management, LLC | 3,499 | $245.3K | 0.03% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 3,496 | $245.0K | 0.13% | 00.0% | Unchanged |
| Strategic Wealth Designers | 3,552 | $244.2K | 0.06% | +3,552 | New |
| Fulton Bank, N.A. | 3,461 | $243.0K | 0.01% | −1,553−31.0% | Reduced |
| Independent Financial Group, LLC | 3,444 | $241.5K | 0.02% | +3,444 | New |
| Meritage Group LP | 3,416 | $239.0K | 0.01% | +3,416 | New |
| Peoples Financial Services Corp. | 3,400 | $238.4K | 0.11% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,400 | $238.4K | 0.17% | +3,400 | New |
| Zeke Capital Advisors, LLC | 3,393 | $237.9K | 0.02% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 3,382 | $237.1K | 1.05% | −2,011−37.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,376 | $236.7K | 0.04% | +3,376 | New |
| Financial Perspectives, Inc | 3,344 | $234.5K | 0.12% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,343 | $234.4K | 0.04% | −23−0.7% | Reduced |
| RFG Advisory, LLC | 3,445 | $234.2K | 0.01% | +18+0.5% | Added |
| Avantax Planning Partners, Inc. | 3,333 | $233.7K | 0.01% | +3,333 | New |
| Jane Street Group, LLC | 3,332 | $233.6K | 0.00% | −241,186−98.6% | Reduced |
| McClarren Financial Advisors, Inc. | 3,337 | $233.0K | 0.22% | +27+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,316 | $232.5K | 0.03% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 3,307 | $231.9K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3,305 | $231.7K | 0.15% | 00.0% | Unchanged |
| Stephens Inc | 3,298 | $231.2K | 0.00% | −17,438−84.1% | Reduced |
| Confluence Wealth Services, Inc. | 3,287 | $230.5K | 0.06% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 3,277 | $229.8K | 0.00% | −550−14.4% | Reduced |
| Keel Point, LLC | 3,249 | $227.8K | 0.04% | +3,249 | New |
| FFT Wealth Management LLC | 3,247 | $227.6K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 3,222 | $225.9K | 0.05% | −1,392−30.2% | Reduced |
| Money Concepts Capital Corp | 3,221 | $225.8K | 0.01% | +3,221 | New |
| Jones Financial Companies LLLP | 3,208 | $225.0K | 0.00% | +574+21.8% | Added |
| Windsor Capital Management, LLC | 3,202 | $224.5K | 0.08% | +20+0.6% | Added |
| Perpetual Investment Management Ltd | 3,200 | $224.4K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,200 | $224.0K | 0.00% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 3,189 | $223.6K | 0.05% | +18+0.6% | Added |
| Sunbelt Securities, Inc. | 3,151 | $220.9K | 0.04% | +3,151 | New |
| Kowal Investment Group, LLC | 3,144 | $220.4K | 0.07% | +3,144 | New |
| GHP Investment Advisors, Inc. | 3,131 | $219.5K | 0.01% | +788+33.6% | Added |
| Motco | 3,124 | $219.0K | 0.02% | −887−22.1% | Reduced |
| Vise Technologies, Inc. | 3,122 | $218.9K | 0.07% | +3,122 | New |
| Pinnacle Associates Ltd | 3,107 | $217.9K | 0.00% | +3,107 | New |
| WSFS Capital Management, LLC | 3,100 | $217.3K | 0.02% | +3,100 | New |
| Compass Financial Group, INC | 3,079 | $216.0K | 0.08% | +3,079 | New |
| Hamilton Capital, LLC | 3,066 | $215.0K | 0.01% | +3,066 | New |
| Pitcairn Co | 3,058 | $214.4K | 0.02% | +3,058 | New |
| Brighton Jones LLC | 3,052 | $214.0K | 0.01% | +3,052 | New |
| Concord Asset Management, LLC | 3,051 | $213.9K | 0.14% | +3,051 | New |
| Nwam LLC | 3,047 | $213.7K | 0.02% | +3,047 | New |
| Manchester Capital Management LLC | 3,024 | $212.0K | 0.03% | −9−0.3% | Reduced |
| Alerus Financial NA | 3,020 | $211.7K | 0.02% | +3,020 | New |
| Prestige Wealth Management Group LLC | 2,998 | $211.6K | 0.06% | +197+7.0% | Added |
| Zions Bancorporation, N.A. | 3,013 | $211.2K | 0.02% | −309−9.3% | Reduced |
| Vident Investment Advisory, LLC | 3,005 | $210.7K | 0.01% | +3,005 | New |
| Avidian Wealth Solutions, LLC | 2,991 | $209.7K | 0.01% | +2,991 | New |
| Ledge Wealth Management, Inc. | 2,983 | $209.0K | 0.10% | +2,983 | New |
| Mayflower Financial Advisors, LLC | 2,968 | $208.1K | 0.03% | +2,968 | New |
| GW Henssler & Associates Ltd | 2,935 | $205.8K | 0.01% | +2,935 | New |
| High Note Wealth, LLC | 2,935 | $205.8K | 0.09% | +2,935 | New |
| Patton Fund Management, Inc. | 2,930 | $205.0K | 0.06% | +2,930 | New |
| Ellenbecker Investment Group | 2,929 | $205.0K | 0.06% | +2,929 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $203.7K | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,885 | $202.3K | 0.04% | +2,885 | New |
| Evoke Wealth, LLC | 2,863 | $202.1K | 0.01% | +1,741+155.2% | Added |
| Trust Co | 2,882 | $202.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,880 | $202.0K | 0.00% | +2,880 | New |
| Transcend Wealth Collective, LLC | 2,876 | $201.6K | 0.02% | +2,876 | New |
| Smithfield Trust Co | 2,760 | $194.0K | 0.01% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 2,748 | $192.7K | 0.03% | +740+36.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,738 | $192.0K | 0.00% | +912+49.9% | Added |
| CenterStar Asset Management, LLC | – | $190.0K | 0.35% | – | New |
| First Manhattan Co | 2,689 | $188.5K | 0.00% | −111−4.0% | Reduced |
| JNBA Financial Advisors | 2,536 | $177.8K | 0.02% | −373−12.8% | Reduced |
| Founders Capital Management | 2,500 | $175.0K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Co | 2,430 | $172.7K | 0.05% | +686+39.3% | Added |
| Vestor Capital, LLC | 2,442 | $171.0K | 0.02% | +75+3.2% | Added |
| Washington Trust Co | 2,388 | $167.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $166.6K | 0.08% | 00.0% | Unchanged |
| Riverview Trust Co | 2,333 | $164.0K | 0.16% | −480−17.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,300 | $161.0K | 0.05% | −63−2.7% | Reduced |
| Wolff Wiese Magana LLC | 2,279 | $159.8K | 0.14% | +13+0.6% | Added |
| WFA Asset Management Corp | 2,171 | $152.2K | 0.10% | −49−2.2% | Reduced |
| Versant Capital Management, Inc | 2,169 | $152.1K | 0.06% | −1,500−40.9% | Reduced |
| DuPont Capital Management Corp | 2,150 | $150.7K | 0.01% | +471+28.1% | Added |
| Garde Capital, Inc. | 2,100 | $147.0K | 0.02% | −44−2.1% | Reduced |
| WJ Interests, LLC | 2,034 | $142.6K | 0.12% | +2,034 | New |
| Farther Finance Advisors, LLC | 1,976 | $138.5K | 0.05% | +1,976 | New |
| Hanson & Doremus Investment Management | 1,880 | $132.0K | 0.03% | −222−10.6% | Reduced |
| HM Payson & Co | 1,855 | $130.1K | 0.00% | +16+0.9% | Added |
| Rocky Mountain Advisers, LLC | 1,833 | $129.0K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $126.0K | 0.15% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,793 | $125.7K | 0.01% | −349−16.3% | Reduced |
| Leonteq Securities AG | 1,781 | $124.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $120.0K | 0.08% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,701 | $119.3K | 0.02% | −805−32.1% | Reduced |
| Park Place Capital Corp | 1,699 | $119.0K | 0.03% | +1,699 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $118.0K | 0.08% | −100−5.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,651 | $115.8K | 0.00% | −12−0.7% | Reduced |
| Eagle Bay Advisors LLC | 1,638 | $114.8K | 0.06% | +396+31.9% | Added |
| Bank of New Hampshire | 1,629 | $114.0K | 0.03% | 00.0% | Unchanged |