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 |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 502 | $34.0K | 0.00% | −30−5.6% | Reduced |
| New Hampshire Trust | 510 | $34.4K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $35.0K | 0.02% | +500 | New |
| Luken Investment Analytics, LLC | 526 | $35.5K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 532 | $35.9K | 0.02% | +284+114.5% | Added |
| Plante Moran Financial Advisors, LLC | 533 | $36.0K | 0.00% | +3+0.6% | Added |
| Pinebridge Investments, L.P. | 539 | $36.4K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 567 | $38.2K | 0.02% | +1+0.2% | Added |
| West Branch Capital LLC | 575 | $38.8K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 601 | $40.5K | 0.01% | −44−6.8% | Reduced |
| Adirondack Trust Co | 617 | $41.6K | 0.02% | −36−5.5% | Reduced |
| Slocum, Gordon & Co LLP | 622 | $41.9K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 624 | $42.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 623 | $42.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 624 | $42.0K | 0.04% | +5+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 644 | $43.4K | 0.03% | +644 | New |
| Lowe Wealth Advisors, LLC | 658 | $44.4K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 670 | $45.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 663 | $45.0K | 0.01% | +24+3.8% | Added |
| McIlrath & Eck, LLC | 668 | $45.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $45.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 672 | $45.3K | 0.01% | −81−10.8% | Reduced |
| Piscataqua Savings Bank | 696 | $46.9K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 725 | $48.9K | 0.00% | +373+106.0% | Added |
| BDO Wealth Advisors, LLC | 741 | $50.0K | 0.01% | −147−16.6% | Reduced |
| Covestor Ltd | 746 | $50.0K | 0.04% | −306−29.1% | Reduced |
| Emfo, LLC | 745 | $50.2K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 768 | $51.8K | 0.01% | −178−18.8% | Reduced |
| Addison Advisors LLC | 800 | $54.0K | 0.03% | −8−1.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 800 | $54.0K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $54.0K | 0.01% | +800 | New |
| Hoese & Co LLP | 836 | $54.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 801 | $54.0K | 0.02% | +62+8.4% | Added |
| HWG Holdings LP | 816 | $55.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 828 | $55.8K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 832 | $56.1K | 0.01% | +58+7.5% | Added |
| Clearstead Advisors, LLC | 843 | $56.9K | 0.00% | −503−37.4% | Reduced |
| Focused Wealth Management, Inc | 881 | $59.4K | 0.01% | +831+1,662.0% | Added |
| Tower View Investment Management & Research LLC | 937 | $63.0K | 0.04% | +7+0.8% | Added |
| Centennial Bank | 947 | $63.9K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $64.5K | 0.26% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $64.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 966 | $65.0K | 0.02% | −90−8.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 964 | $65.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,000 | $67.0K | 0.01% | +1,000 | New |
| Deseret Mutual Benefit Administrators | 1,016 | $68.5K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $69.5K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,041 | $70.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,041 | $71.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,056 | $71.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,053 | $71.5K | 0.02% | +29+2.8% | Added |
| CVA Family Office, LLC | 1,120 | $75.5K | 0.02% | +20+1.8% | Added |
| Winch Advisory Services, LLC | 1,123 | $76.0K | 0.03% | +8+0.7% | Added |
| Washington Trust Advisors, Inc. | 1,149 | $77.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,165 | $78.6K | 0.02% | +465+66.4% | Added |
| Loomis Sayles & Co L P | 1,164 | $79.0K | 0.00% | −208−15.2% | Reduced |
| SOA Wealth Advisors, LLC. | 1,205 | $81.2K | 0.02% | +4+0.3% | Added |
| Trust Co of Vermont | 1,208 | $81.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,165 | $81.7K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,220 | $82.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,230 | $83.0K | 0.02% | +65+5.6% | Added |
| Caldwell Trust Co | 1,284 | $86.6K | 0.01% | −417−24.5% | Reduced |
| AM Squared Ltd | 1,300 | $87.7K | 0.07% | +1,300 | New |
| City State Bank | 1,316 | $89.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,439 | $97.0K | 0.02% | +672+87.6% | Added |
| Marquette Asset Management, LLC | 1,462 | $98.6K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,469 | $99.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,496 | $100.9K | 0.03% | −203−11.9% | Reduced |
| Alta Advisers Ltd | 1,500 | $101.2K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,511 | $101.9K | 0.01% | +3+0.2% | Added |
| Dividend Assets Capital, LLC | 1,460 | $102.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,578 | $106.4K | 0.04% | +678+75.3% | Added |
| PSI Advisors, LLC | 1,585 | $106.9K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,605 | $108.2K | 0.06% | −33−2.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,617 | $109.0K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $109.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,651 | $111.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $114.0K | 0.08% | 00.0% | Unchanged |
| First Manhattan Co | 1,700 | $114.6K | 0.00% | −989−36.8% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $115.5K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,750 | $118.0K | 0.03% | −130−6.9% | Reduced |
| Group One Trading, L.P. | 1,771 | $119.4K | 0.01% | +1,771 | New |
| Leonteq Securities AG | 1,781 | $120.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $121.4K | 0.14% | 00.0% | Unchanged |
| HM Payson & Co | 1,809 | $122.0K | 0.00% | −46−2.5% | Reduced |
| Rocky Mountain Advisers, LLC | 1,833 | $124.0K | 0.07% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,856 | $125.2K | 0.03% | +241+14.9% | Added |
| Farther Finance Advisors, LLC | 1,977 | $133.3K | 0.04% | +1+0.1% | Added |
| Garde Capital, Inc. | 2,022 | $136.0K | 0.01% | −78−3.7% | Reduced |
| Belpointe Asset Management LLC | 2,031 | $137.0K | 0.01% | +238+13.3% | Added |
| Lindbrook Capital, LLC | 2,122 | $143.1K | 0.02% | +607+40.1% | Added |
| Versant Capital Management, Inc | 2,144 | $143.9K | 0.05% | −25−1.2% | Reduced |
| JNBA Financial Advisors | 2,166 | $146.1K | 0.02% | −370−14.6% | Reduced |
| WFA Asset Management Corp | 2,187 | $147.5K | 0.09% | +16+0.7% | Added |
| Motco | 2,266 | $152.8K | 0.01% | −858−27.5% | Reduced |
| Wolff Wiese Magana LLC | 2,282 | $153.9K | 0.12% | +3+0.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $160.2K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 2,388 | $161.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,442 | $165.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 2,476 | $165.7K | 0.04% | +46+1.9% | Added |