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 |
|---|---|---|---|---|---|
| First Business Financial Services, Inc. | 4,113 | $277.4K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,116 | $277.6K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 4,064 | $278.2K | 0.12% | +4,064 | New |
| Boston Partners | 4,131 | $278.6K | 0.00% | +70+1.7% | Added |
| Simon Quick Advisors, LLC | 4,193 | $282.8K | 0.03% | +359+9.4% | Added |
| Vident Investment Advisory, LLC | 4,198 | $283.1K | 0.01% | +1,193+39.7% | Added |
| Synovus Financial Corp | 4,213 | $284.1K | 0.00% | −92−2.1% | Reduced |
| Schnieders Capital Management LLC | 4,225 | $284.9K | 0.06% | −823−16.3% | Reduced |
| Moneta Group Investment Advisors LLC | 4,233 | $285.5K | 0.01% | −3,140−42.6% | Reduced |
| Resolution Capital Ltd | 4,260 | $287.3K | 0.00% | +400+10.4% | Added |
| South State Corp. | 4,268 | $287.8K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,283 | $289.1K | 0.03% | −10.0% | Reduced |
| Tradewinds, LLC. | 4,305 | $290.3K | 0.18% | +4,305 | New |
| Parallel Advisors, LLC | 4,345 | $293.1K | 0.01% | −104−2.3% | Reduced |
| Wealthsource Partners, LLC | 4,390 | $296.0K | 0.02% | +5+0.1% | Added |
| Eastern Bank | 4,397 | $296.5K | 0.01% | −293−6.2% | Reduced |
| Avestar Capital, LLC | 4,433 | $299.0K | 0.06% | −50−1.1% | Reduced |
| Quantum Financial Advisors, LLC | 4,442 | $299.6K | 0.09% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,444 | $299.7K | 0.01% | −50−1.1% | Reduced |
| First Horizon Advisors, Inc. | 4,459 | $300.7K | 0.01% | −53−1.2% | Reduced |
| Lake Street Financial LLC | 4,472 | $301.6K | 0.06% | +252+6.0% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $303.5K | 0.06% | +100+2.3% | Added |
| Leverty Financial Group, LLC | 4,507 | $304.0K | 0.24% | +70+1.6% | Added |
| Lifeworks Advisors, LLC | 4,510 | $304.2K | 0.14% | −150−3.2% | Reduced |
| Sandy Spring Bank | 4,530 | $305.5K | 0.02% | +238+5.5% | Added |
| Smith Anglin Financial, LLC | 4,532 | $305.6K | 0.05% | +32+0.7% | Added |
| Destination Wealth Management | 4,558 | $307.4K | 0.01% | −13−0.3% | Reduced |
| Level Four Advisory Services, LLC | 4,568 | $308.1K | 0.02% | +468+11.4% | Added |
| Lincoln National Corp | 4,575 | $308.5K | 0.01% | −175−3.7% | Reduced |
| Conning Inc. | 4,585 | $309.2K | 0.01% | −43−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,466 | $310.7K | 0.13% | +4,466 | New |
| Intrust Bank NA | 4,664 | $314.5K | 0.04% | +332+7.7% | Added |
| IFP Advisors, Inc | 11,283 | $315.8K | 0.02% | −4,425−28.2% | Reduced |
| TD Private Client Wealth LLC | 4,759 | $320.9K | 0.01% | −739−13.4% | Reduced |
| Wealth Alliance | 4,835 | $326.1K | 0.05% | +94+2.0% | Added |
| Fundamentun, LLC | 4,839 | $326.3K | 0.05% | +4,839 | New |
| CWA Asset Management Group, LLC | 4,850 | $327.1K | 0.02% | +88+1.8% | Added |
| Montag A & Associates Inc | 4,827 | $328.0K | 0.02% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 4,873 | $329.0K | 0.19% | +4,873 | New |
| Acrisure Capital Management, LLC | 4,881 | $329.2K | 0.33% | +4,881 | New |
| Peak Asset Management, LLC | 4,888 | $329.6K | 0.08% | +137+2.9% | Added |
| Ballentine Partners, LLC | 4,891 | $329.8K | 0.01% | +512+11.7% | Added |
| Umb Bank N A | 4,892 | $329.9K | 0.01% | −165−3.3% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $330.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $331.0K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,915 | $331.5K | 0.09% | +1,793+57.4% | Added |
| DFPG Investments, LLC | 4,927 | $332.3K | 0.04% | +4,927 | New |
| CAPROCK Group, Inc. | 4,894 | $332.6K | 0.03% | +582+13.5% | Added |
| Johnson Investment Counsel Inc | 4,944 | $333.4K | 0.00% | +4,944 | New |
| Kingsview Wealth Management, LLC | 4,953 | $334.0K | 0.01% | +361+7.9% | Added |
| Chesapeake Wealth Management | 4,962 | $334.6K | 0.14% | −621−11.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,010 | $337.9K | 0.01% | −100−2.0% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $339.7K | 0.12% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 5,038 | $339.8K | 0.05% | −58−1.1% | Reduced |
| Wealthstar Advisors, LLC | 5,045 | $340.3K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,096 | $343.7K | 0.04% | +818+19.1% | Added |
| Trillium Asset Management, LLC | 4,925 | $344.0K | 0.01% | −1,382−21.9% | Reduced |
| West Family Investments, Inc. | 5,110 | $344.6K | 0.14% | −4,184−45.0% | Reduced |
| Headinvest, LLC | 5,117 | $345.1K | 0.08% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,144 | $346.9K | 0.01% | +127+2.5% | Added |
| AlphaStar Capital Management, LLC | 4,965 | $348.1K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,195 | $350.4K | 0.10% | +1,544+42.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $352.9K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,237 | $353.0K | 0.00% | +170+3.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,255 | $354.4K | 0.01% | +392+8.1% | Added |
| Larson Financial Group LLC | 5,261 | $354.8K | 0.04% | +7+0.1% | Added |
| Heritage Trust Co | 5,267 | $355.2K | 0.06% | −5−0.1% | Reduced |
| Cresset Asset Management, LLC | 5,268 | $356.5K | 0.01% | +5,268 | New |
| Alpha Family Trust | 5,330 | $359.5K | 0.28% | −260−4.7% | Reduced |
| Venture Visionary Partners LLC | 5,332 | $359.6K | 0.02% | +397+8.0% | Added |
| Hills Bank & Trust Co | 5,339 | $360.1K | 0.05% | +10+0.2% | Added |
| Eqis Capital Management, Inc. | 5,342 | $360.3K | 0.04% | +906+20.4% | Added |
| Capital Investment Advisors, LLC | 5,361 | $361.5K | 0.01% | +12+0.2% | Added |
| FDx Advisors, Inc. | 5,194 | $364.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,421 | $365.6K | 0.03% | −983−15.3% | Reduced |
| James Hambro & Partners | 5,421 | $365.7K | 0.03% | +21+0.4% | Added |
| Kestra Private Wealth Services, LLC | 5,452 | $367.7K | 0.01% | +567+11.6% | Added |
| Centre Asset Management, LLC | 5,524 | $373.0K | 0.09% | −196−3.4% | Reduced |
| Raymond James Trust N.A. | 5,535 | $373.0K | 0.01% | +1,741+45.9% | Added |
| Private Trust Co NA | 5,539 | $373.6K | 0.05% | +34+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,543 | $373.8K | 0.03% | +126+2.3% | Added |
| CX Institutional | 5,544 | $374.2K | 0.02% | +903+19.5% | Added |
| Nations Financial Group Inc, | 5,575 | $376.0K | 0.04% | +648+13.2% | Added |
| PrairieView Partners, LLC | 5,578 | $376.0K | 0.05% | −84−1.5% | Reduced |
| Two Sigma Securities, LLC | 5,580 | $376.3K | 0.03% | +236+4.4% | Added |
| Change Path, LLC | 5,639 | $380.0K | 0.02% | −1,717−23.3% | Reduced |
| RDA Financial Network | 5,658 | $381.6K | 0.17% | −49−0.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,671 | $382.4K | 0.21% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,677 | $382.9K | 0.55% | +12+0.2% | Added |
| First National Bank Sioux Falls | 5,767 | $388.9K | 0.27% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 5,821 | $392.6K | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 5,821 | $392.6K | 0.01% | +720+14.1% | Added |
| MQS Management LLC | 5,842 | $394.0K | 0.25% | +5,842 | New |
| CCG Wealth Management, LLC | 5,884 | $396.8K | 0.26% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 5,847 | $397.4K | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,914 | $398.9K | 0.01% | +267+4.7% | Added |
| E Fund Management Co., Ltd. | 5,917 | $399.0K | 0.03% | −364−5.8% | Reduced |
| Personal Cfo Solutions, LLC | 5,979 | $403.2K | 0.08% | +134+2.3% | Added |
| Boston Private Wealth LLC | 5,979 | $403.2K | 0.01% | −949−13.7% | Reduced |
| Kozak & Associates, Inc. | 5,989 | $403.9K | 0.18% | +20+0.3% | Added |