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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
Ostrum Asset Management2,475$166.9K0.01%+2,475New
Founders Capital Management2,500$169.0K0.13%00.0%Unchanged
Ci Investments Inc.2,517$170.0K0.00%+975+63.2%Added
Riverview Trust Co2,543$171.5K0.16%+210+9.0%Added
Cullen/Frost Bankers, Inc.2,708$182.6K0.00%−30−1.1%Reduced
Geneos Wealth Management Inc.2,751$185.5K0.01%−10,808−79.7%Reduced
Smithfield Trust Co2,760$186.0K0.01%00.0%Unchanged
Trust Co2,882$194.4K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC2,905$195.9K0.06%00.0%Unchanged
Boothbay Fund Management, LLC2,972$200.4K0.01%+2,972New
Brighton Jones LLC2,974$200.6K0.01%−78−2.6%Reduced
Quantamental Technologies LLC2,977$200.8K0.11%+2,977New
V Wealth Advisors LLC2,980$201.0K0.04%−242−7.5%Reduced
Cornerstone Wealth Management, LLC2,983$201.1K0.02%+2,983New
Ledge Wealth Management, Inc.2,983$201.2K0.10%00.0%Unchanged
Sunbelt Securities, Inc.3,007$201.2K0.03%−144−4.6%Reduced
XML Financial, LLC2,993$201.8K0.02%−1,336−30.9%Reduced
Spirit of America Management Corp3,000$202.3K0.05%+3,000New
Zions Bancorporation, N.A.3,003$202.5K0.02%−10−0.3%Reduced
Old Mission Capital LLC3,009$202.9K0.01%+3,009New
Summit Trail Advisors, LLC3,013$204.1K0.01%+3,013New
Mark Stevens3,049$205.6K0.03%+3,049New
Concord Asset Management, LLC3,051$205.8K0.08%00.0%Unchanged
RNC Capital Management LLC3,061$206.0K0.01%+3,061New
Cary Street Partner Investment Advisory LLC3,062$206.5K0.01%−575−15.8%Reduced
Compass Financial Group, INC3,079$207.7K0.07%00.0%Unchanged
WSFS Capital Management, LLC3,100$209.1K0.02%00.0%Unchanged
Pitcairn Co3,106$209.5K0.02%+48+1.6%Added
Stephens Inc3,107$209.5K0.00%−191−5.8%Reduced
GHP Investment Advisors, Inc.3,110$209.7K0.01%−21−0.7%Reduced
Snowden Capital Advisors LLC3,126$210.8K0.01%+3,126New
Kowal Investment Group, LLC3,161$213.1K0.06%+17+0.5%Added
Riverbridge Partners LLC3,200$215.8K0.00%00.0%Unchanged
Gyroscope Capital Management Group, LLC3,200$215.8K0.06%+3,200New
Perpetual Ltd3,200$215.8K0.00%+3,200New
Calamos Wealth Management LLC3,201$215.9K0.02%−2,310−41.9%Reduced
Sharkey, Howes & Javer3,206$216.2K0.05%+17+0.5%Added
Windsor Capital Management, LLC3,219$217.1K0.07%+17+0.5%Added
Pinnacle Associates Ltd3,222$217.3K0.00%+115+3.7%Added
Nwam LLC3,224$217.5K0.02%+177+5.8%Added
Segment Wealth Management, LLC3,229$217.8K0.02%−270−7.7%Reduced
Golden State Equity Partners3,236$218.2K0.12%+3,236New
Chilton Capital Management LLC3,247$219.0K0.01%−523−13.9%Reduced
Meritage Group LP3,249$219.0K0.01%−167−4.9%Reduced
Evercore Wealth Management, LLC3,277$221.0K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.3,300$222.6K0.01%−33−1.0%Reduced
Fairfield, Bush & Co.3,305$222.9K0.08%00.0%Unchanged
FFT Wealth Management LLC3,311$223.3K0.03%+64+2.0%Added
Sheaff Brock Investment Advisors, LLC3,316$223.7K0.02%00.0%Unchanged
Prestige Wealth Management Group LLC3,296$224.0K0.06%+298+9.9%Added
Confluence Wealth Services, Inc.3,331$224.6K0.05%+44+1.3%Added
Howe & Rusling Inc3,336$225.0K0.03%−1,011−23.3%Reduced
Financial Perspectives, Inc3,344$225.5K0.11%00.0%Unchanged
McClarren Financial Advisors, Inc.3,361$226.0K0.21%+24+0.7%Added
Institutional & Family Asset Management, LLC3,362$226.8K0.04%+19+0.6%Added
Keel Point, LLC3,365$226.9K0.03%+116+3.6%Added
Peoples Financial Services Corp.3,400$229.3K0.11%00.0%Unchanged
Bridgefront Capital, LLC3,407$229.8K0.14%−2,695−44.2%Reduced
RFG Advisory, LLC3,416$230.4K0.01%−29−0.8%Reduced
Pinnacle Wealth Planning Services, Inc.3,435$231.7K0.04%+59+1.7%Added
Triumph Capital Management3,490$235.4K0.12%−235−6.3%Reduced
Tealwood Asset Management Inc3,496$236.0K0.12%00.0%Unchanged
Ameritas Advisory Services, LLC3,401$237.4K0.01%+3,401New
ICICI Prudential Asset Management Co Ltd3,521$237.5K0.04%+773+28.1%Added
Whittier Trust Co3,526$237.8K0.00%−1,564−30.7%Reduced
Prime Capital Investment Advisors, LLC3,546$239.2K0.01%−981−21.7%Reduced
Strategic Wealth Designers3,552$239.5K0.04%00.0%Unchanged
Austin Private Wealth, LLC3,559$240.0K0.04%00.0%Unchanged
CoreFirst Bank & Trust3,559$240.0K0.17%00.0%Unchanged
Manchester Capital Management LLC3,577$241.2K0.03%+553+18.3%Added
LCM Capital Management Inc3,599$242.7K0.21%+10.0%Added
Sound View Wealth Advisors Group, LLC3,602$242.9K0.03%−1,186−24.8%Reduced
W.H. Cornerstone Investments Inc.3,606$243.0K0.22%+26+0.7%Added
Horizon Investment Services, LLC3,632$244.9K0.16%+3,632New
Obermeyer Wood Investment Counsel, LLLP3,657$246.6K0.02%−236−6.1%Reduced
Fulton Bank, N.A.3,667$247.3K0.01%+206+6.0%Added
First Heartland Consultants, Inc.3,697$249.3K0.04%−974−20.9%Reduced
Aureus Asset Management, LLC3,720$250.9K0.02%−20−0.5%Reduced
David Loasby3,525$251.2K0.03%+3,525New
Bank of Hawaii3,765$253.9K0.01%00.0%Unchanged
Oak Thistle LLC3,804$256.5K0.15%+3,804New
Accel Wealth Management3,814$257.2K0.11%+18+0.5%Added
Scissortail Wealth Management, LLC3,849$259.6K0.23%−11,171−74.4%Reduced
Chesley Taft & Associates LLC3,851$259.7K0.02%−103−2.6%Reduced
Woodmont Investment Counsel LLC3,875$261.3K0.03%00.0%Unchanged
Wade G W & Inc3,886$262.0K0.01%−9−0.2%Reduced
Glenview Trust Co3,930$265.0K0.01%−47−1.2%Reduced
Wilbanks Smith & Thomas Asset Management LLC3,958$266.9K0.01%00.0%Unchanged
Fortis Group Advisors, LLC3,832$267.9K0.08%+3,832New
USAdvisors Wealth Management, LLC3,967$268.0K0.13%+16+0.4%Added
Principle Wealth Partners LLC3,980$268.4K0.03%00.0%Unchanged
Strategy Asset Managers LLC3,981$268.5K0.07%−126−3.1%Reduced
CRA Financial Services, LLC3,984$268.7K0.08%00.0%Unchanged
Legacy Financial Advisors, Inc.3,987$268.9K0.05%−332−7.7%Reduced
Affinity Investment Advisors, LLC4,000$269.8K0.14%00.0%Unchanged
Strategic Advisors LLC4,000$269.8K0.05%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,000$269.8K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.4,000$269.8K0.04%00.0%Unchanged
McKinley Carter Wealth Services, Inc.4,009$270.4K0.02%00.0%Unchanged
Samalin Investment Counsel, LLC4,028$271.6K0.16%−722−15.2%Reduced