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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 9,372 | $632.1K | 0.01% | +9,372 | New |
| Cetera Advisors LLC | 9,408 | $634.4K | 0.01% | +65+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,417 | $635.1K | 0.01% | −3,217−25.5% | Reduced |
| Moody National Bank Trust Division | 9,463 | $638.2K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,478 | $639.2K | 0.03% | −1,674−15.0% | Reduced |
| National Asset Management, Inc. | 9,466 | $643.2K | 0.02% | −124−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 9,560 | $644.7K | 0.03% | +5+0.1% | Added |
| O'Brien Greene & Co. Inc | 9,563 | $645.0K | 0.24% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 9,726 | $655.9K | 0.11% | +9,726 | New |
| Everence Capital Management Inc | 9,744 | $657.0K | 0.05% | −4,370−31.0% | Reduced |
| Savant Capital, LLC | 9,761 | $658.3K | 0.01% | +108+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 9,843 | $663.8K | 0.05% | +1,349+15.9% | Added |
| American State Bank (Iowa) | 9,987 | $673.5K | 0.49% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,011 | $675.1K | 0.04% | +2,286+29.6% | Added |
| Foundations Investment Advisors, LLC | 10,028 | $676.3K | 0.02% | −2,231−18.2% | Reduced |
| First National Bank & Trust Co of Newtown | 10,092 | $680.6K | 0.15% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 10,213 | $688.8K | 0.25% | +511+5.3% | Added |
| Wellington Management Group LLP | 10,280 | $693.3K | 0.00% | +1,280+14.2% | Added |
| MML Investors Services, LLC | 10,428 | $703.0K | 0.00% | −3,013−22.4% | Reduced |
| Brown Advisory Inc | 10,462 | $705.6K | 0.00% | +790+8.2% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $706.7K | 0.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,487 | $707.2K | 0.02% | +859+8.9% | Added |
| Gradient Investments LLC | 10,569 | $712.8K | 0.02% | +36+0.3% | Added |
| Shaker Investments LLC | 10,678 | $720.1K | 0.40% | +123+1.2% | Added |
| Banque Pictet & Cie SA | 10,695 | $721.3K | 0.01% | −9,643−47.4% | Reduced |
| Wambolt & Associates, LLC | 10,858 | $733.1K | 0.26% | −581−5.1% | Reduced |
| Federated Hermes, Inc. | 11,002 | $742.0K | 0.00% | −894−7.5% | Reduced |
| Toroso Investments, LLC | 11,127 | $750.0K | 0.02% | +119+1.1% | Added |
| Catalyst Wealth Management, LLC | 11,155 | $752.3K | 0.70% | +2,467+28.4% | Added |
| Old Port Advisors | 10,642 | $756.0K | 0.27% | −620−5.5% | Reduced |
| Emerald Advisors, LLC | 11,366 | $766.5K | 0.20% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $767.1K | 0.06% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,399 | $768.7K | 0.14% | +1,053+10.2% | Added |
| Sheets Smith Wealth Management | 11,429 | $770.8K | 0.12% | −2,250−16.4% | Reduced |
| ISAM Funds (UK) Ltd | 11,431 | $770.9K | 0.98% | +11,431 | New |
| Chronos Wealth Management, LLC | 11,491 | $775.0K | 0.58% | 00.0% | Unchanged |
| Advisors Management Group Inc | 11,588 | $781.0K | 0.25% | −754−6.1% | Reduced |
| Thompson Investment Management, Inc. | 11,599 | $782.2K | 0.13% | +200+1.8% | Added |
| Kenfarb & Co. | 11,635 | $784.7K | 0.70% | −1,250−9.7% | Reduced |
| United Capital Financial Advisers, LLC | 11,790 | $795.1K | 0.00% | −8,780−42.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,812 | $797.0K | 0.03% | +1,064+9.9% | Added |
| KLCM Advisors, Inc. | 11,850 | $799.2K | 0.16% | 00.0% | Unchanged |
| United Services Automobile Association | 11,913 | $803.4K | 0.03% | −5,149−30.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 11,965 | $806.9K | 0.49% | +198+1.7% | Added |
| Coastline Trust Co | 11,985 | $808.3K | 0.12% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 12,005 | $810.0K | 0.10% | +919+8.3% | Added |
| Ieq Capital, LLC | 12,071 | $814.1K | 0.02% | +2,586+27.3% | Added |
| Greenleaf Trust | 12,075 | $814.3K | 0.01% | −10,834−47.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,147 | $819.2K | 0.01% | +1,500+14.1% | Added |
| Fiduciary Trust Co | 12,332 | $831.7K | 0.02% | +3,076+33.2% | Added |
| Finer Wealth Management, Inc. | 12,750 | $859.9K | 0.73% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 12,957 | $874.0K | 0.00% | +12,957 | New |
| Global Retirement Partners, LLC | 12,779 | $875.4K | 0.05% | −414−3.1% | Reduced |
| Venturi Wealth Management, LLC | 13,010 | $877.4K | 0.07% | −533−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,046 | $879.8K | 0.08% | +70+0.5% | Added |
| Bell Bank | 13,078 | $882.0K | 0.09% | −258−1.9% | Reduced |
| Holocene Advisors, LP | 13,088 | $882.7K | 0.00% | −2,486−16.0% | Reduced |
| Great Valley Advisor Group, Inc. | 13,103 | $883.4K | 0.04% | +16+0.1% | Added |
| First Hawaiian Bank | 13,136 | $885.9K | 0.03% | +612+4.9% | Added |
| Carlson Capital Management | 13,197 | $890.0K | 0.06% | −3,065−18.8% | Reduced |
| Amarillo National Bank | 13,258 | $894.1K | 0.18% | −44−0.3% | Reduced |
| Marks Group Wealth Management, Inc | 13,338 | $899.5K | 0.11% | 00.0% | Unchanged |
| AIA Group Ltd | 13,356 | $900.7K | 0.05% | −1,794−11.8% | Reduced |
| Dearborn Partners LLC | 13,596 | $916.9K | 0.04% | −970−6.7% | Reduced |
| PEAK6 Investments LLC | 13,691 | $923.3K | 0.06% | −11,375−45.4% | Reduced |
| Corundum Group, Inc. | 13,707 | $924.4K | 0.44% | +6,977+103.7% | Added |
| DeDora Capital, Inc. | 13,848 | $933.9K | 0.40% | +203+1.5% | Added |
| NovaPoint Capital, LLC | 13,893 | $936.9K | 0.38% | +3,073+28.4% | Added |
| Dynamic Advisor Solutions LLC | 13,913 | $938.3K | 0.05% | +1,147+9.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,163 | $955.1K | 0.60% | +1,133+8.7% | Added |
| SRS Capital Advisors, Inc. | 14,258 | $961.6K | 0.13% | +63+0.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,351 | $967.8K | 0.08% | +14,351 | New |
| Apollon Wealth Management, LLC | 14,582 | $983.4K | 0.06% | +618+4.4% | Added |
| Advocate Group LLC | 14,778 | $996.6K | 0.22% | −156−1.0% | Reduced |
| Tiaa, FSB | 14,838 | $1.00M | 0.00% | −1,632−9.9% | Reduced |
| Empirical Finance, LLC | 14,947 | $1.01M | 0.09% | +789+5.6% | Added |
| Engineers Gate Manager LP | 14,950 | $1.01M | 0.04% | +10,465+233.3% | Added |
| Seven Eight Capital, LP | 14,950 | $1.01M | 0.21% | +11,407+322.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,017 | $1.01M | 0.03% | −3,903−20.6% | Reduced |
| BerganKDV Wealth Management, LLC | 15,283 | $1.03M | 0.11% | +22+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 14,774 | $1.04M | 0.02% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 15,571 | $1.05M | 0.67% | +30.0% | Added |
| Quantinno Capital Management LP | 15,688 | $1.06M | 0.07% | +839+5.7% | Added |
| Western Wealth Management, LLC | 15,787 | $1.06M | 0.10% | +1,145+7.8% | Added |
| Glenmede Trust Co NA | 15,889 | $1.07M | 0.01% | +38+0.2% | Added |
| TownSquare Capital, LLC | 16,119 | $1.09M | 0.02% | +92+0.6% | Added |
| Avantax Advisory Services, Inc. | 16,193 | $1.09M | 0.01% | +2,215+15.8% | Added |
| Aveo Capital Partners, LLC | 16,224 | $1.09M | 0.15% | +3,099+23.6% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.10M | 0.17% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 16,350 | $1.10M | 0.38% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 16,502 | $1.11M | 0.02% | −974−5.6% | Reduced |
| Sherbrooke Park Advisers LLC | 16,700 | $1.13M | 1.70% | +13,300+391.2% | Added |
| Inceptionr LLC | 16,754 | $1.13M | 0.36% | +16,754 | New |
| First Foundation Advisors | 16,770 | $1.13M | 0.05% | +104+0.6% | Added |
| Metis Global Partners, LLC | 17,182 | $1.16M | 0.07% | +5,831+51.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,202 | $1.16M | 0.03% | +50+0.3% | Added |
| Vinva Investment Management Ltd | 17,358 | $1.16M | 0.10% | +17,358 | New |
| Costello Asset Management, INC | 17,318 | $1.17M | 1.20% | −1,399−7.5% | Reduced |
| Harbour Investments, Inc. | 17,395 | $1.17M | 0.06% | +30.0% | Added |
| Telemus Capital, LLC | 17,661 | $1.19M | 0.10% | +1,509+9.3% | Added |