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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 17,701 | $1.19M | 0.03% | +13,843+358.8% | Added |
| NorthRock Partners, LLC | 17,786 | $1.20M | 0.13% | −80−0.4% | Reduced |
| Stillwater Investment Management, LLC | 17,827 | $1.20M | 0.32% | +127+0.7% | Added |
| Asset Dedication, LLC | 18,038 | $1.22M | 0.11% | +1,327+7.9% | Added |
| Tower Research Capital LLC (TRC) | 18,204 | $1.23M | 0.04% | +2,812+18.3% | Added |
| Veritable, L.P. | 18,243 | $1.23M | 0.02% | +724+4.1% | Added |
| First Western Trust Bank | 18,446 | $1.24M | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 18,600 | $1.25M | 0.15% | +612+3.4% | Added |
| Banque Cantonale Vaudoise | 18,910 | $1.28M | 0.06% | −2,766−12.8% | Reduced |
| Sigma Planning Corp | 19,130 | $1.29M | 0.04% | +416+2.2% | Added |
| Ameritas Investment Partners, Inc. | 19,196 | $1.29M | 0.05% | +76+0.4% | Added |
| Cypress Capital Group | 19,243 | $1.30M | 0.20% | +3,008+18.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,472 | $1.31M | 0.11% | −130−0.7% | Reduced |
| Edgestream Partners, L.P. | 19,530 | $1.32M | 0.15% | +5,624+40.4% | Added |
| Harvest Volatility Management LLC | 19,746 | $1.32M | 0.27% | −2,910−12.8% | Reduced |
| Trexquant Investment LP | 19,610 | $1.32M | 0.04% | −23,123−54.1% | Reduced |
| AXA S.A. | 19,775 | $1.33M | 0.00% | −1,627−7.6% | Reduced |
| Huntington National Bank | 20,011 | $1.35M | 0.01% | −467−2.3% | Reduced |
| ICA Group Wealth Management, LLC | 20,741 | $1.40M | 0.33% | −357−1.7% | Reduced |
| Orion Portfolio Solutions, LLC | 21,199 | $1.43M | 0.02% | +7,313+52.7% | Added |
| Brinker Capital Investments, LLC | 21,199 | $1.43M | 0.02% | +15,939+303.0% | Added |
| South Dakota Investment Council | 21,564 | $1.45M | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 21,803 | $1.47M | 0.08% | +6,223+39.9% | Added |
| Formula Growth Ltd | 22,000 | $1.48M | 0.48% | +22,000 | New |
| FourThought Financial Partners, LLC | 23,093 | $1.56M | 0.21% | +256+1.1% | Added |
| O'Shaughnessy Asset Management, LLC | 23,649 | $1.59M | 0.03% | +2,164+10.1% | Added |
| Bokf, NA | 23,741 | $1.60M | 0.03% | −8,520−26.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 23,746 | $1.60M | 0.00% | +2,683+12.7% | Added |
| Bremer Bank National Association | 24,147 | $1.63M | 0.31% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 24,183 | $1.63M | 0.93% | +4,336+21.8% | Added |
| Advisor Partners II, LLC | 24,431 | $1.65M | 0.09% | +2,155+9.7% | Added |
| Metropolitan Life Insurance Co | 24,477 | $1.65M | 0.08% | −7,175−22.7% | Reduced |
| CWM, LLC | 24,830 | $1.68M | 0.01% | +3,698+17.5% | Added |
| D.A. Davidson & Co. | 25,037 | $1.68M | 0.02% | +2,433+10.8% | Added |
| White Pine Capital LLC | 24,971 | $1.68M | 0.65% | −999−3.8% | Reduced |
| Cornerstone Advisors, LLC | 25,000 | $1.69M | 0.08% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 25,051 | $1.69M | 0.05% | −25,605−50.5% | Reduced |
| New Mexico Educational Retirement Board | 25,278 | $1.71M | 0.09% | −900−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,309 | $1.71M | 0.09% | −27,300−51.9% | Reduced |
| Dean Investment Associates, LLC | 25,458 | $1.72M | 0.27% | +5,260+26.0% | Added |
| EP Wealth Advisors, LLC | 22,542 | $1.72M | 0.03% | +14,419+177.5% | Added |
| La Banque Postale Asset Management SA | 25,596 | $1.73M | 0.04% | −1,177−4.4% | Reduced |
| Kesler, Norman & Wride, LLC | 25,857 | $1.74M | 0.44% | +1,031+4.2% | Added |
| Great Waters Wealth Management | 25,094 | $1.77M | 0.37% | +393+1.6% | Added |
| Cetera Investment Advisers | 26,248 | $1.77M | 0.02% | −261−1.0% | Reduced |
| NatWest Group plc | 26,329 | $1.78M | 0.96% | −21,202−44.6% | Reduced |
| Accredited Investors Inc. | 26,403 | $1.78M | 0.14% | +80.0% | Added |
| Credit Agricole S A | 26,423 | $1.78M | 0.08% | −3,797−12.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,123 | $1.83M | 0.02% | +27,123 | New |
| Icon Advisers Inc | 27,400 | $1.85M | 0.47% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 27,567 | $1.86M | 0.00% | +1,440+5.5% | Added |
| Schonfeld Strategic Advisors LLC | 27,671 | $1.87M | 0.02% | −284,163−91.1% | Reduced |
| JustInvest LLC | 27,782 | $1.87M | 0.07% | +6,649+31.5% | Added |
| AE Wealth Management LLC | 28,100 | $1.90M | 0.01% | −34,034−54.8% | Reduced |
| Keybank National Association | 29,151 | $1.97M | 0.01% | −1,896−6.1% | Reduced |
| STRS Ohio | 29,559 | $1.99M | 0.01% | −4,567−13.4% | Reduced |
| Claro Advisors LLC | 29,706 | $2.00M | 0.59% | −315−1.0% | Reduced |
| Central Bank & Trust Co | 30,561 | $2.06M | 0.37% | +214+0.7% | Added |
| Peak Financial Advisors LLC | 30,961 | $2.09M | 1.76% | −1,375−4.3% | Reduced |
| First Bank & Trust | 31,488 | $2.12M | 0.56% | +310+1.0% | Added |
| Lockheed Martin Investment Management Co | 32,000 | $2.16M | 0.12% | 00.0% | Unchanged |
| Epiq Partners, LLC | 32,218 | $2.17M | 1.50% | −300−0.9% | Reduced |
| Oppenheimer & Co Inc | 33,097 | $2.23M | 0.05% | +5,324+19.2% | Added |
| Shell Asset Management Co | 33,339 | $2.25M | 0.09% | −104−0.3% | Reduced |
| Los Angeles Capital Management LLC | 33,457 | $2.26M | 0.01% | −40,149−54.5% | Reduced |
| Quantbot Technologies LP | 33,759 | $2.28M | 0.16% | +14,298+73.5% | Added |
| KBC Group NV | 34,178 | $2.31M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 34,272 | $2.31M | 0.04% | −36,572−51.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,492 | $2.40M | 1.78% | +371+1.0% | Added |
| Richard Bernstein Advisors LLC | 35,649 | $2.40M | 0.05% | 00.0% | Unchanged |
| Norinchukin Bank, The | 36,213 | $2.44M | 0.05% | +1,128+3.2% | Added |
| First Dallas Securities Inc. | 37,263 | $2.51M | 1.48% | −1,175−3.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,379 | $2.52M | 0.04% | +747+2.0% | Added |
| Acadian Asset Management LLC | 37,738 | $2.54M | 0.01% | −72,525−65.8% | Reduced |
| Beacon Pointe Advisors, LLC | 37,757 | $2.55M | 0.04% | +2,228+6.3% | Added |
| Avitas Wealth Management LLC | 38,118 | $2.57M | 0.50% | −432−1.1% | Reduced |
| Jane Street Group, LLC | 38,364 | $2.59M | 0.00% | +35,032+1,051.4% | Added |
| Blair William & Co | 38,425 | $2.59M | 0.01% | −229−0.6% | Reduced |
| Walleye Trading LLC | 39,014 | $2.63M | 0.09% | +39,014 | New |
| Wealthfront Advisers LLC | 39,532 | $2.67M | 0.01% | −17,146−30.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 39,873 | $2.69M | 0.33% | −1,165−2.8% | Reduced |
| Rovida Advisors Inc. | 40,000 | $2.70M | 1.05% | +40,000 | New |
| Van Hulzen Asset Management, LLC | 40,400 | $2.72M | 0.26% | +16,000+65.6% | Added |
| Bank of Nova Scotia | 40,871 | $2.76M | 0.01% | −111,631−73.2% | Reduced |
| ARS Investment Partners, LLC | 41,477 | $2.80M | 0.34% | −130−0.3% | Reduced |
| Baird Financial Group, Inc. | 41,513 | $2.80M | 0.01% | −2,427−5.5% | Reduced |
| Oregon Public Employees Retirement Fund | 42,454 | $2.86M | 0.04% | +608+1.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,772 | $2.88M | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 42,887 | $2.89M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 43,269 | $2.92M | 0.11% | +264+0.6% | Added |
| Elo Mutual Pension Insurance Co | 43,696 | $2.95M | 0.09% | +1,352+3.2% | Added |
| Advisors Asset Management, Inc. | 44,181 | $2.98M | 0.06% | +5,630+14.6% | Added |
| Crossmark Global Holdings, Inc. | 44,366 | $2.99M | 0.07% | −754−1.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,416 | $2.99M | 0.04% | −20,415−31.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 44,661 | $3.01M | 0.08% | +12,966+40.9% | Added |
| Stiles Financial Services Inc | 44,819 | $3.02M | 1.62% | +233+0.5% | Added |
| Securian Asset Management, Inc | 45,222 | $3.05M | 0.08% | +301+0.7% | Added |
| Wedbush Securities Inc | 45,295 | $3.06M | 0.15% | +2,452+5.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 45,418 | $3.06M | 0.19% | +7,875+21.0% | Added |
| Moloney Securities Asset Management, LLC | 45,810 | $3.09M | 0.58% | −1,781−3.7% | Reduced |