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Livermore
Livermore
ZHEN

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, Q1 2023

Institutional positions in Xcel Energy Inc as of Mar 31, 2023. 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
972
+15 vs. Q4 2022
Shares held
430.2M
+8.14M (+1.9%) vs. Q4 2022
Total value
$29.0B
−$504.3M (−1.7%) vs. Q4 2022
New holders
91
369 more added
Sold out
76
310 more reduced

28 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 972 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2023: $29.0B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2022.

Institutions holding XEL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kayne Anderson Rudnick Investment Management LLC1$670.00%+1New
Baystate Wealth Management LLC1$670.00%+1New
Logan Capital Management Inc7$4720.00%00.0%Unchanged
USA Financial Portformulas Corp7$4720.00%+7New
True Wealth Design, LLC7$4730.00%00.0%Unchanged
TFC Financial Management11$7420.00%00.0%Unchanged
WestEnd Advisors, LLC–$8090.00%––
Column Capital Advisors, LLC14$9440.00%−15−51.7%Reduced
Psagot Value Holdings Ltd. / (Israel)9$1.00K0.00%−2,291−99.6%Reduced
Transamerica Financial Advisors, Inc.10$1.00K0.00%−15−60.0%Reduced
Avion Wealth15$1.00K0.00%+15New
Financial Synergies Wealth Advisors, Inc.15$1.01K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.17$1.15K0.00%−62−78.5%Reduced
Grove Bank & Trust20$1.35K0.00%00.0%Unchanged
Arlington Partners LLC25$1.69K0.00%+25New
Trifecta Capital Advisors, LLC28$1.89K0.00%00.0%Unchanged
SJS Investment Consulting Inc.29$1.96K0.00%−5−14.7%Reduced
Penserra Capital Management LLC30$2.00K0.00%−49,092−99.9%Reduced
Parallax Volatility Advisers, L.P.30$2.02K0.00%−30−50.0%Reduced
Anchor Investment Management, LLC31$2.09K0.00%00.0%Unchanged
Disciplined Investments, LLC34$2.29K0.00%−1−2.9%Reduced
Bradley & Co. Private Wealth Management, LLC35$2.36K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC36$2.43K0.00%00.0%Unchanged
Tortoise Investment Management, LLC39$2.63K0.00%00.0%Unchanged
MCF Advisors LLC39$2.63K0.00%00.0%Unchanged
Oakworth Capital, Inc.40$2.70K0.00%00.0%Unchanged
Milestone Investment Advisors LLC40$2.70K0.00%+40New
Sound Income Strategies, LLC43$2.90K0.00%00.0%Unchanged
DT Investment Partners, LLC45$3.16K0.00%00.0%Unchanged
Horizons Wealth Management48$3.24K0.00%00.0%Unchanged
Ridgewood Investments LLC49$3.31K0.00%+49New
Lee Financial Co50$3.40K0.00%−10−16.7%Reduced
NewSquare Capital LLC54$3.64K0.00%+54New
Federation des caisses Desjardins du Quebec55$3.71K0.00%+55New
Grey Fox Wealth Advisors, LLC56$3.80K0.00%+56New
Raffa Wealth Management, LLC57$3.84K0.00%00.0%Unchanged
Schubert & Co61$4.11K0.00%+1+1.7%Added
Richard W. Paul & Associates, LLC65$4.38K0.00%00.0%Unchanged
Beacon Capital Management, LLC68$4.59K0.00%00.0%Unchanged
Tucker Asset Management LLC71$4.79K0.00%+71New
Pittenger & Anderson Inc72$4.86K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP73$4.92K0.00%−66−47.5%Reduced
Northwest Investment Counselors, LLC75$5.06K0.00%+75New
Aspire Private Capital, LLC77$5.19K0.00%−8−9.4%Reduced
West Paces Advisors Inc.79$5.33K0.00%00.0%Unchanged
Abound Wealth Management81$5.47K0.00%+47+138.2%Added
Steward Financial Group LLC101$6.00K0.00%+59+140.5%Added
Red Tortoise LLC95$6.41K0.00%00.0%Unchanged
Bell Investment Advisors, Inc102$6.88K0.00%+49+92.5%Added
Cutler Group LP116$7.00K0.00%−426−78.6%Reduced
Atlas Capital Advisors LLC108$7.28K0.00%00.0%Unchanged
Coastal Capital Group, Inc.123$8.30K0.00%+2+1.7%Added
CarsonAllaria Wealth Management, Ltd.130$8.78K0.01%+1+0.8%Added
Carolinas Wealth Consulting LLC140$9.51K0.00%+24+20.7%Added
China Universal Asset Management Co., Ltd.166$11.2K0.00%+166New
Kelly Financial Services LLC170$11.5K0.01%00.0%Unchanged
Core Alternative Capital172$11.6K0.00%+28+19.4%Added
Valley National Advisers Inc169$12.0K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.192$12.9K0.01%00.0%Unchanged
Duncker Streett & Co Inc200$13.5K0.00%−100−33.3%Reduced
Stuart Chaussee & Associates, Inc.202$13.6K0.00%00.0%Unchanged
Atlantic Trust, LLC209$14.1K0.00%00.0%Unchanged
Global Wealth Strategies & Associates228$15.4K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC230$15.5K0.00%−30−11.5%Reduced
Atticus Wealth Management, LLC230$15.5K0.01%00.0%Unchanged
Horan Securities, Inc.235$15.8K0.01%00.0%Unchanged
Princeton Global Asset Management LLC250$16.9K0.00%00.0%Unchanged
Carmel Capital Partners, LLC250$16.9K0.01%+250New
Country Trust Bank259$17.5K0.00%00.0%Unchanged
Annapolis Financial Services, LLC259$17.5K0.01%00.0%Unchanged
AXS Investments LLC268$18.1K0.01%−13−4.6%Reduced
Sutton Wealth Advisors Inc.282$19.0K0.01%−27−8.7%Reduced
Bangor Savings Bank286$19.3K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC289$19.5K0.00%+14+5.1%Added
DB Wealth Management Group, LLC304$20.5K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.310$20.9K0.01%00.0%Unchanged
Webster Bank, N. A.325$21.9K0.00%00.0%Unchanged
Earnest Partners LLC327$22.1K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC328$22.1K0.00%−99−23.2%Reduced
Livforsakringsbolaget Skandia, Omsesidigt329$22.3K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc353$24.0K0.03%00.0%Unchanged
Graham Capital Wealth Management, LLC358$24.1K0.03%+358New
Armstrong Advisory Group, Inc380$25.6K0.00%−111−22.6%Reduced
Glen Eagle Advisors, LLC400$27.0K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.400$27.0K0.01%+400New
Old North State Trust, LLC400$27.0K0.02%00.0%Unchanged
Creative Financial Designs Inc405$27.3K0.00%+3+0.7%Added
Tanglewood Legacy Advisors, LLC410$27.6K0.02%00.0%Unchanged
Lumature Wealth Partners, LLC412$27.8K0.02%00.0%Unchanged
Resurgent Financial Advisors LLC425$28.7K0.02%+425New
MV Capital Management, Inc.431$29.1K0.00%+86+24.9%Added
JJJ Advisors Inc.415$29.2K0.01%+74+21.7%Added
Cambridge Trust Co481$32.4K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.481$32.7K0.00%00.0%Unchanged
Westside Investment Management, Inc.492$33.2K0.01%00.0%Unchanged
ZRC Wealth Management, LLC494$33.3K0.03%+494New
Monetary Management Group Inc500$33.7K0.01%−500−50.0%Reduced
Pinnacle Financial Partners Inc500$33.7K0.00%00.0%Unchanged
Archer Investment Corp500$33.7K0.01%00.0%Unchanged
Gs Investments, Inc.504$34.0K0.02%00.0%Unchanged