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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 704,513 | $47.5M | 0.10% | +25,442+3.7% | Added |
| Regions Financial Corp | 715,780 | $48.3M | 0.43% | +527,267+279.7% | Added |
| Ceredex Value Advisors LLC | 750,700 | $51.2M | 0.80% | −285,150−27.5% | Reduced |
| Barclays PLC | 763,739 | $51.5M | 0.05% | −82,628−9.8% | Reduced |
| Citigroup Inc | 764,879 | $51.6M | 0.07% | −24,883−3.2% | Reduced |
| SEI Investments Co | 777,316 | $52.4M | 0.10% | +141,566+22.3% | Added |
| Renaissance Technologies LLC | 793,500 | $53.5M | 0.07% | +411,100+107.5% | Added |
| Manufacturers Life Insurance Company, The | 793,902 | $53.5M | 0.03% | +16,677+2.1% | Added |
| Great Lakes Advisors, LLC | 802,803 | $54.1M | 0.49% | +802,803 | New |
| Credit Suisse AG | 818,313 | $55.2M | 0.06% | +6,327+0.8% | Added |
| California State Teachers Retirement System | 864,374 | $58.3M | 0.09% | −8,964−1.0% | Reduced |
| AQR Capital Management LLC | 872,696 | $58.6M | 0.13% | +38,560+4.6% | Added |
| Commerce Bank | 884,288 | $59.6M | 0.47% | −7,158−0.8% | Reduced |
| Korea Investment CORP | 889,846 | $60.0M | 0.17% | +375,282+72.9% | Added |
| Kayne Anderson Capital Advisors LP | 912,530 | $61.5M | 1.83% | −76,470−7.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 926,062 | $62.5M | 0.53% | −34,929−3.6% | Reduced |
| Cbre Clarion Securities LLC | 992,096 | $66.9M | 1.18% | −517,771−34.3% | Reduced |
| National Pension Service | 1,013,354 | $67.8M | 0.12% | +91,687+9.9% | Added |
| CIBC Private Wealth Group, LLC | 1,080,473 | $72.9M | 0.21% | −180,786−14.3% | Reduced |
| Jennison Associates LLC | 1,096,335 | $73.9M | 0.07% | +7,639+0.7% | Added |
| Rhumbline Advisers | 1,107,674 | $74.7M | 0.09% | +22,515+2.1% | Added |
| Russell Investments Group, Ltd. | 1,154,450 | $77.9M | 0.15% | −47,757−4.0% | Reduced |
| Canada Pension Plan Investment Board | 1,157,847 | $78.1M | 0.12% | −293,143−20.2% | Reduced |
| Voloridge Investment Management, LLC | 1,160,986 | $78.3M | 0.39% | +115,729+11.1% | Added |
| Price T Rowe Associates Inc | 1,169,823 | $78.9M | 0.01% | −2,905,132−71.3% | Reduced |
| APG Asset Management N.V. | 1,340,874 | $83.2M | 0.18% | −127,696−8.7% | Reduced |
| Amundi | 1,176,844 | $83.7M | 0.05% | +443,514+60.5% | Added |
| Macquarie Group Ltd | 1,313,008 | $88.5M | 0.11% | −933,040−41.5% | Reduced |
| Dimensional Fund Advisors LP | 1,472,008 | $99.3M | 0.03% | +67,807+4.8% | Added |
| First Trust Advisors LP | 1,522,288 | $102.7M | 0.12% | +99,966+7.0% | Added |
| Cohen & Steers, Inc. | 1,645,905 | $111.0M | 0.24% | +1,645,905 | New |
| Echo Street Capital Management LLC | 1,658,108 | $111.8M | 1.01% | −210,752−11.3% | Reduced |
| Reaves W H & Co Inc | 1,707,995 | $115.2M | 4.14% | −66,345−3.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,831,848 | $123.5M | 0.09% | +1,036+0.1% | Added |
| Alliancebernstein L.P. | 1,934,800 | $130.5M | 0.06% | +35,511+1.9% | Added |
| Duff & Phelps Investment Management Co | 2,063,923 | $139.2M | 1.69% | +235,384+12.9% | Added |
| UBS Asset Management Americas Inc | 2,110,293 | $142.3M | 0.07% | −76,708−3.5% | Reduced |
| Brookfield Asset Management Inc. | 2,157,306 | $145.5M | 0.57% | −300,205−12.2% | Reduced |
| Swiss National Bank | 2,171,800 | $146.5M | 0.10% | −51,400−2.3% | Reduced |
| Millennium Management LLC | 2,565,860 | $173.0M | 0.20% | −48,621−1.9% | Reduced |
| Nordea Investment Management AB | 2,595,168 | $174.4M | 0.25% | +312,791+13.7% | Added |
| Franklin Resources Inc | 2,645,248 | $178.4M | 0.09% | +6,926+0.3% | Added |
| Pictet Asset Management SA | 2,950,980 | $199.0M | 0.25% | −76,731−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,963,468 | $199.9M | 0.06% | +23,458+0.8% | Added |
| Nuveen Asset Management, LLC | 3,024,832 | $204.0M | 0.08% | −963,808−24.2% | Reduced |
| FMR LLC | 3,200,532 | $215.8M | 0.02% | −91,979−2.8% | Reduced |
| Principal Financial Group Inc | 3,219,337 | $217.1M | 0.16% | +68,858+2.2% | Added |
| Capital Research Global Investors | 3,375,910 | $227.7M | 0.06% | +2,019+0.1% | Added |
| California Public Employees Retirement System | 3,445,469 | $232.4M | 0.21% | −208,671−5.7% | Reduced |
| Deutsche Bank AG | 3,853,303 | $259.9M | 0.14% | −1,474,888−27.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 4,245,798 | $286.3M | 0.70% | +133,093+3.2% | Added |
| Bank of New York Mellon Corp | 4,258,227 | $287.2M | 0.06% | −126,369−2.9% | Reduced |
| Goldman Sachs Group Inc | 4,343,239 | $292.9M | 0.08% | +776,602+21.8% | Added |
| Invesco Ltd. | 4,540,204 | $306.2M | 0.09% | +112,879+2.5% | Added |
| Morgan Stanley | 4,975,608 | $335.6M | 0.04% | +3,137+0.1% | Added |
| Legal & General Group Plc | 5,491,900 | $370.4M | 0.13% | −20,442−0.4% | Reduced |
| Northern Trust Corp | 5,980,894 | $403.4M | 0.08% | −145,309−2.4% | Reduced |
| Ameriprise Financial Inc | 6,145,068 | $414.5M | 0.14% | −152,154−2.4% | Reduced |
| Magellan Asset Management Ltd | 6,588,218 | $444.3M | 3.79% | −688,702−9.5% | Reduced |
| Victory Capital Management Inc | 6,932,926 | $467.6M | 0.53% | +934,591+15.6% | Added |
| Wells Fargo & Company | 7,139,757 | $481.5M | 0.15% | +35,099+0.5% | Added |
| Royal Bank of Canada | 8,593,388 | $579.5M | 0.17% | −152,918−1.7% | Reduced |
| Geode Capital Management, LLC | 12,251,587 | $825.4M | 0.11% | +162,592+1.3% | Added |
| Bank of America Corp | 12,353,591 | $833.1M | 0.10% | +2,268,251+22.5% | Added |
| Massachusetts Financial Services Co | 13,361,424 | $901.1M | 0.31% | +2,153,869+19.2% | Added |
| T. Rowe Price Investment Management, Inc. | 15,137,540 | $1.02B | 0.73% | +6,909,440+84.0% | Added |
| Aristotle Capital Management, LLC | 15,417,157 | $1.04B | 2.18% | −297,222−1.9% | Reduced |
| State Street Corp | 29,663,917 | $2.02B | 0.11% | −903,444−3.0% | Reduced |
| JPMorgan Chase & Co | 31,200,456 | $2.10B | 0.27% | −1,154,339−3.6% | Reduced |
| BlackRock Inc. | 49,638,162 | $3.35B | 0.10% | −242,469−0.5% | Reduced |
| Vanguard Group Inc | 54,713,551 | $3.69B | 0.09% | +2,027,441+3.8% | Added |
| Quilter Plc | 257 | – | – | +257 | New |
| Capital International Investors | 0 | $0 | 0.00% | −1,854,598−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −956,700−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −189,343−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −165,500−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −74,920−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −57,502−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −44,800−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −44,300−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −33,943−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −33,729−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,752−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,774−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −33,169−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,858−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Mitchell Sinkler & Starr | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −9,117−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −8,044−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,899−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,868−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −5,065−100.0% | Sold out |
| Community Bank & Trust, Waco, Texas | 0 | $0 | 0.00% | −4,956−100.0% | Sold out |