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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,615 | $113.2K | 0.03% | +219+15.7% | Added |
| Pinnacle Bancorp, Inc. | 1,617 | $113.0K | 0.04% | −49−2.9% | Reduced |
| PSI Advisors, LLC | 1,585 | $111.1K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,542 | $108.0K | 0.00% | +814+111.8% | Added |
| Lindbrook Capital, LLC | 1,515 | $106.2K | 0.01% | −86−5.4% | Reduced |
| Colonial Trust Advisors | 1,508 | $105.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $105.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,469 | $103.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,462 | $102.5K | 0.03% | −53−3.5% | Reduced |
| Dividend Assets Capital, LLC | 1,460 | $102.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,372 | $96.0K | 0.00% | +307+28.8% | Added |
| Clearstead Advisors, LLC | 1,346 | $94.4K | 0.01% | +579+75.5% | Added |
| City State Bank | 1,316 | $92.0K | 0.06% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,312 | $92.0K | 0.01% | +220+20.1% | Added |
| Endurance Wealth Management, Inc. | 1,220 | $86.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,208 | $84.7K | 0.01% | +80+7.1% | Added |
| SOA Wealth Advisors, LLC. | 1,201 | $84.2K | 0.02% | +5+0.4% | Added |
| Financial Management Professionals, Inc. | 1,165 | $82.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,165 | $81.7K | 0.02% | +15+1.3% | Added |
| Ossiam | 1,153 | $80.8K | 0.00% | −29,008−96.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,149 | $80.6K | 0.01% | +7+0.6% | Added |
| Madden Securities Corp | 1,134 | $79.5K | 0.04% | +1,134 | New |
| Winch Advisory Services, LLC | 1,115 | $78.0K | 0.03% | +8+0.7% | Added |
| CVA Family Office, LLC | 1,100 | $77.1K | 0.02% | −275−20.0% | Reduced |
| Accurate Wealth Management, LLC | 1,038 | $74.8K | 0.03% | +1,038 | New |
| North Star Investment Management Corp. | 1,056 | $74.0K | 0.01% | +18+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,056 | $74.0K | 0.11% | +28+2.7% | Added |
| Covestor Ltd | 1,052 | $74.0K | 0.06% | +737+234.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,041 | $73.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,041 | $73.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,024 | $72.3K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $72.2K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,016 | $71.2K | 0.03% | −863−45.9% | Reduced |
| Monetary Management Group Inc | 1,000 | $70.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1,000 | $70.1K | 0.05% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $67.6K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $67.0K | 0.12% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $67.0K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 947 | $66.4K | 0.04% | +947 | New |
| EverSource Wealth Advisors, LLC | 946 | $66.3K | 0.01% | +206+27.8% | Added |
| Tower View Investment Management & Research LLC | 930 | $65.0K | 0.05% | +7+0.8% | Added |
| Alpha Paradigm Partners, LLC | 906 | $64.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $63.1K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 888 | $62.3K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $59.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 828 | $58.1K | 0.01% | +166+25.1% | Added |
| Cyrus J. Lawrence, LLC | 834 | $58.0K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $57.0K | 0.04% | −58−6.6% | Reduced |
| Addison Advisors LLC | 808 | $56.6K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 800 | $56.1K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 774 | $54.3K | 0.01% | +112+16.9% | Added |
| Harvest Fund Management Co., Ltd | 767 | $54.0K | 0.01% | +660+616.8% | Added |
| Tradewinds Capital Management, LLC | 753 | $52.8K | 0.02% | +81+12.1% | Added |
| Emfo, LLC | 745 | $52.2K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 739 | $51.8K | 0.02% | +11+1.5% | Added |
| Parkside Financial Bank & Trust | 700 | $49.1K | 0.01% | −51−6.8% | Reduced |
| Piscataqua Savings Bank | 696 | $48.8K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $47.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 670 | $47.0K | 0.06% | +200+42.6% | Added |
| McIlrath & Eck, LLC | 668 | $46.8K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $46.1K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 653 | $45.8K | 0.02% | −25−3.7% | Reduced |
| Crewe Advisors LLC | 645 | $45.2K | 0.01% | +268+71.1% | Added |
| Capital Advisors, Ltd. LLC | 639 | $45.0K | 0.01% | −146−18.6% | Reduced |
| Desjardins Global Asset Management Inc. | 624 | $44.0K | 0.01% | −3,683−85.5% | Reduced |
| TSFG, LLC | 623 | $44.0K | 0.02% | +1+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 624 | $43.7K | 0.00% | +624 | New |
| Slocum, Gordon & Co LLP | 622 | $43.6K | 0.03% | +622 | New |
| Strengthening Families & Communities, LLC | 619 | $43.0K | 0.03% | +4+0.7% | Added |
| Marshall & Sullivan Inc | 599 | $42.0K | 0.03% | +599 | New |
| West Branch Capital LLC | 575 | $40.3K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 566 | $39.7K | 0.02% | +2+0.4% | Added |
| Kepos Capital LP | 544 | $38.0K | 0.01% | −339−38.4% | Reduced |
| Pinebridge Investments, L.P. | 539 | $37.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 530 | $37.1K | 0.01% | +5+1.0% | Added |
| Thompson Siegel & Walmsley LLC | 532 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 542 | $37.0K | 0.00% | +240+79.5% | Added |
| Luken Investment Analytics, LLC | 526 | $36.9K | 0.02% | +526 | New |
| New Hampshire Trust | 510 | $35.8K | 0.01% | +510 | New |
| Gs Investments, Inc. | 504 | $35.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 500 | $35.1K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 500 | $35.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $35.1K | 0.01% | +500 | New |
| Armstrong Advisory Group, Inc | 491 | $34.4K | 0.00% | +491 | New |
| Cambridge Trust Co | 481 | $34.0K | 0.00% | −12−2.4% | Reduced |
| Westside Investment Management, Inc. | 492 | $34.0K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 481 | $34.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 427 | $29.9K | 0.00% | −9−2.1% | Reduced |
| Lumature Wealth Partners, LLC | 412 | $28.9K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $28.7K | 0.02% | +410 | New |
| Creative Financial Designs Inc | 402 | $28.2K | 0.00% | +3+0.8% | Added |
| Glen Eagle Advisors, LLC | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $25.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 352 | $25.0K | 0.00% | +63+21.8% | Added |
| JJJ Advisors Inc. | 341 | $24.5K | 0.01% | −67−16.4% | Reduced |
| MV Capital Management, Inc. | 345 | $24.2K | 0.00% | +100+40.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 329 | $23.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 327 | $22.9K | 0.00% | 00.0% | Unchanged |