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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 5,995 | $404.3K | 0.01% | +650+12.2% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $408.0K | 0.04% | −200−3.2% | Reduced |
| Brookstone Capital Management | 5,839 | $410.6K | 0.01% | +488+9.1% | Added |
| Jones Financial Companies LLLP | 6,090 | $410.7K | 0.00% | +2,882+89.8% | Added |
| Sowell Financial Services LLC | 6,095 | $411.0K | 0.03% | +6,095 | New |
| Old National Bancorp | 6,095 | $411.0K | 0.01% | −5,247−46.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,105 | $411.7K | 0.09% | +6,105 | New |
| Integris Wealth Management, LLC | 6,133 | $413.6K | 0.15% | +38+0.6% | Added |
| Nicollet Investment Management, Inc. | 6,156 | $415.0K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,189 | $417.4K | 0.01% | −1,536−19.9% | Reduced |
| Proequities, Inc. | 6,153 | $418.2K | 0.03% | +89+1.5% | Added |
| Independent Solutions Wealth Management, LLC | 6,203 | $418.3K | 0.12% | −645−9.4% | Reduced |
| Independent Advisor Alliance | 6,214 | $419.1K | 0.02% | +6,214 | New |
| Jackson Creek Investment Advisors LLC | 6,252 | $422.0K | 0.18% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $424.9K | 0.12% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,303 | $425.0K | 0.48% | +469+8.0% | Added |
| Lewis Capital Management, LLC | 6,302 | $425.0K | 0.64% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,323 | $426.4K | 0.09% | +6,323 | New |
| STF Management LP | 6,335 | $427.2K | 0.29% | +2,682+73.4% | Added |
| Townsend & Associates, Inc | 6,123 | $428.1K | 0.17% | +5+0.1% | Added |
| DuPont Capital Management Corp | 6,380 | $430.3K | 0.02% | +4,230+196.7% | Added |
| Donaldson Capital Management, LLC | 6,388 | $430.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,163 | $432.0K | 0.01% | +995+19.3% | Added |
| Altshuler Shaham Ltd | 6,464 | $435.9K | 0.01% | −541−7.7% | Reduced |
| Clarius Group, LLC | 6,471 | $436.4K | 0.04% | −74−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,152 | $437.0K | 0.03% | −5−0.1% | Reduced |
| Pathstone Family Office, LLC | 6,469 | $438.2K | 0.01% | +1,118+20.9% | Added |
| Ballast Advisors LLC | 6,537 | $440.8K | 0.18% | +430+7.0% | Added |
| Rosenberg Matthew Hamilton | 6,548 | $441.6K | 0.14% | −605−8.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,308 | $442.3K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,634 | $447.0K | 0.09% | −153−2.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,631 | $447.2K | 0.09% | +606+10.1% | Added |
| Horizon Investments, LLC | 6,637 | $447.6K | 0.01% | −3,760−36.2% | Reduced |
| Virtu Financial LLC | 6,657 | $449.0K | 0.05% | +6,657 | New |
| Old Second National Bank of Aurora | 6,698 | $451.7K | 0.13% | 00.0% | Unchanged |
| Planning Center, Inc. | 6,386 | $453.7K | 0.12% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,739 | $454.5K | 0.03% | +1,977+41.5% | Added |
| Charter Trust Co | 6,835 | $461.0K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 6,868 | $463.2K | 0.03% | −9−0.1% | Reduced |
| Veriti Management LLC | 6,875 | $463.7K | 0.06% | −194−2.7% | Reduced |
| Investment Management Corp of Ontario | 6,936 | $467.8K | 0.02% | 00.0% | Unchanged |
| Affiance Financial, LLC | 7,025 | $473.8K | 0.25% | −191−2.6% | Reduced |
| Symmetry Partners, LLC | 7,090 | $478.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,105 | $479.2K | 0.03% | −30−0.4% | Reduced |
| Midwest Professional Planners, LTD. | 7,127 | $480.7K | 0.24% | +218+3.2% | Added |
| HighMark Wealth Management LLC | 7,138 | $481.4K | 0.38% | +20.0% | Added |
| Allworth Financial LP | 7,144 | $481.8K | 0.00% | +1,053+17.3% | Added |
| Petrus Trust Company, LTA | 7,176 | $483.9K | 0.06% | +7,176 | New |
| SNS Financial Group, LLC | 7,147 | $485.7K | 0.06% | −371−4.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,203 | $485.8K | 0.05% | −102−1.4% | Reduced |
| Spire Wealth Management | 7,237 | $488.1K | 0.02% | −43,128−85.6% | Reduced |
| Aspen Wealth Strategies, LLC | 7,305 | $492.6K | 0.38% | −222−2.9% | Reduced |
| Ingalls & Snyder LLC | 7,498 | $506.0K | 0.03% | +1,523+25.5% | Added |
| Thomas White International Ltd | 7,608 | $513.1K | 0.11% | +40+0.5% | Added |
| Capula Management Ltd | 7,682 | $518.1K | 0.05% | +7,682 | New |
| Alberta Investment Management Corp | 7,700 | $519.3K | 0.01% | −149,245−95.1% | Reduced |
| Checchi Capital Advisers, LLC | 7,703 | $519.5K | 0.05% | −41−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 7,719 | $520.6K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,764 | $523.6K | 0.08% | +100+1.3% | Added |
| Front Row Advisors LLC | 7,722 | $525.0K | 0.25% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,862 | $530.2K | 0.02% | −353−4.3% | Reduced |
| Krane Funds Advisors LLC | 7,538 | $535.0K | 0.02% | +122+1.6% | Added |
| Gateway Wealth Partners, LLC | 7,978 | $538.0K | 0.08% | +5+0.1% | Added |
| JSF Financial, LLC | 7,987 | $538.6K | 0.20% | −548−6.4% | Reduced |
| Welch Group, LLC | 7,990 | $538.8K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 8,011 | $540.3K | 0.00% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,056 | $543.3K | 0.20% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 8,057 | $543.3K | 0.06% | −479−5.6% | Reduced |
| Aptus Capital Advisors, LLC | 8,024 | $545.3K | 0.02% | +4,452+124.6% | Added |
| Parsons Capital Management Inc | 8,092 | $545.9K | 0.04% | +5+0.1% | Added |
| Cohen Klingenstein LLC | 8,100 | $546.3K | 0.03% | 00.0% | Unchanged |
| SFMG, LLC | 8,174 | $551.3K | 0.06% | +424+5.5% | Added |
| Qsemble Capital Management, LP | 8,300 | $559.8K | 0.38% | +8,300 | New |
| Fiduciary Alliance LLC | 8,307 | $560.2K | 0.14% | +3,847+86.3% | Added |
| Stock Yards Bank & Trust Co | 8,404 | $567.0K | 0.02% | −438−5.0% | Reduced |
| Signaturefd, LLC | 8,418 | $567.7K | 0.02% | −72−0.8% | Reduced |
| HB Wealth Management, LLC | 8,466 | $570.9K | 0.01% | +2,363+38.7% | Added |
| Access Financial Services, Inc. | 8,469 | $571.1K | 0.35% | −26−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 8,507 | $573.7K | 0.33% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 8,564 | $577.5K | 0.02% | −755−8.1% | Reduced |
| Mutual Advisors, LLC | 8,643 | $582.9K | 0.02% | +75+0.9% | Added |
| BIT Capital GmbH | 8,659 | $584.0K | 0.09% | +8,659 | New |
| Oarsman Capital, Inc. | 8,672 | $584.8K | 0.27% | 00.0% | Unchanged |
| Balentine LLC | 8,752 | $590.2K | 0.02% | −2,455−21.9% | Reduced |
| FineMark National Bank & Trust | 8,821 | $594.9K | 0.03% | +861+10.8% | Added |
| Atria Wealth Solutions, Inc. | 8,761 | $595.4K | 0.01% | −85−1.0% | Reduced |
| Sumitomo Life Insurance Co | 8,842 | $596.0K | 0.05% | −99−1.1% | Reduced |
| Central Trust Co | 8,853 | $597.0K | 0.02% | +142+1.6% | Added |
| Advisory Services Network, LLC | 8,878 | $598.7K | 0.02% | +193+2.2% | Added |
| Stonebridge Capital Advisors LLC | 8,882 | $599.0K | 0.07% | −96−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,880 | $599.0K | 0.01% | +8,880 | New |
| Davenport & Co LLC | 8,988 | $606.1K | 0.00% | +69+0.8% | Added |
| World Equity Group, Inc. | 6,136 | $609.7K | 0.10% | +6,136 | New |
| Carret Asset Management, LLC | 9,089 | $613.0K | 0.09% | −696−7.1% | Reduced |
| Bleakley Financial Group, LLC | 9,115 | $614.7K | 0.02% | +721+8.6% | Added |
| Gateway Investment Advisers LLC | 9,159 | $617.7K | 0.01% | −201−2.1% | Reduced |
| Moors & Cabot, Inc. | 9,165 | $618.1K | 0.04% | −47−0.5% | Reduced |
| Laraway Financial Inc | 9,178 | $618.9K | 0.63% | +8+0.1% | Added |
| Garda Capital Partners LP | 9,355 | $630.9K | 0.55% | +9,355 | New |
| Perigon Wealth Management, LLC | 9,370 | $631.9K | 0.04% | +237+2.6% | Added |