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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
HBK Sorce Advisory LLC0$00.00%−4,326−100.0%Sold out
Paloma Partners Management Co0$00.00%−4,120−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,952−100.0%Sold out
Sentry Investment Management LLC0$00.00%−3,648−100.0%Sold out
NinePointTwo Capital0$00.00%−3,650−100.0%Sold out
Independent Financial Group, LLC0$00.00%−3,444−100.0%Sold out
Ground Swell Capital, LLC0$00.00%−3,382−100.0%Sold out
Orgel Wealth Management, LLC0$00.00%−3,307−100.0%Sold out
Money Concepts Capital Corp0$00.00%−3,221−100.0%Sold out
Hamilton Capital, LLC0$00.00%−3,066−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−2,991−100.0%Sold out
Mayflower Financial Advisors, LLC0$00.00%−2,968−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−2,935−100.0%Sold out
High Note Wealth, LLC0$00.00%−2,935−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−2,930−100.0%Sold out
Ellenbecker Investment Group0$00.00%−2,929−100.0%Sold out
Baldwin Investment Management, LLC0$00.00%−2,885−100.0%Sold out
Evoke Wealth, LLC0$00.00%−2,863−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−2,880−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−2,876−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
WJ Interests, LLC0$00.00%−2,034−100.0%Sold out
Ossiam0$00.00%−1,153−100.0%Sold out
Madden Securities Corp0$00.00%−1,134−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−1,038−100.0%Sold out
Laurel Wealth Planning LLC0$00.00%−1,000−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−834−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−624−100.0%Sold out
Marshall & Sullivan Inc0$00.00%−599−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−284−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−244−100.0%Sold out
Retirement Financial Solutions, LLC0$00.00%−215−100.0%Sold out
Albion Financial Group0$00.00%−210−100.0%Sold out
Seldon Capital LP0$00.00%−195−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−190−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−155−100.0%Sold out
Leelyn Smith, LLC0$00.00%−580−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−150−100.0%Sold out
Activest Wealth Management0$00.00%−105−100.0%Sold out
Cedar Mountain Advisors, LLC0$00.00%−89−100.0%Sold out
Hollencrest Capital Management0$00.00%−70−100.0%Sold out
Comerica Securities,inc.0$00.00%−62−100.0%Sold out
My Personal CFO, LLC0$00.00%−62−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−21−100.0%Sold out
American National Bank0$00.00%−19−100.0%Sold out
Sageworth Trust Co0$00.00%−14−100.0%Sold out
Creative Capital Management Investments LLC0$00.00%−16−100.0%Sold out
Sofos Investments, Inc.0$00.00%−70−100.0%Sold out
Rothschild & Co Asset Management US Inc.––––Not filed
Personal Capital Advisors Corp––––Not filed
Coann Capital LLC––––Not filed
Alaska Permanent Fund Corp––––Not filed
Gibson Wealth Advisors LLC––––Not filed
Comerica Bank––––Not filed
Allstate Investment Management Co––––Not filed
Hotaling Investment Management, LLC––––Not filed
Gallagher Benefit Services, Inc.––––Not filed
F3Logic, LLC––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Neo Ivy Capital Management––––Not filed
CoreCap Advisors, LLC––––Not filed
Gofen & Glossberg LLC––––Not filed
Seeyond––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Panoramic Investment Advisors, LLC––––Not filed
Financial Advisors Network, Inc.––––Not filed
Zeke Capital Advisors, LLC––––Not filed
Perpetual Investment Management Ltd––––Not filed
Trustcore Financial Services, LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Kepos Capital LP––––Not filed
Burleson & Company, LLC––––Not filed
Tyler-Stone Wealth Management––––Not filed
Cribstone Capital Management, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Align Wealth Management, LLC––––Not filed