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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 45,904 | $3.10M | 0.00% | −515−1.1% | Reduced |
| Mission Wealth Management, LP | 45,953 | $3.10M | 0.13% | −209−0.5% | Reduced |
| Hartford Investment Management Co | 46,405 | $3.13M | 0.11% | +4,519+10.8% | Added |
| Truist Financial Corp | 46,660 | $3.15M | 0.01% | −130.0% | Reduced |
| Schmidt P J Investment Management Inc | 44,856 | $3.15M | 0.66% | +37,201+486.0% | Added |
| Fifth Third Bancorp | 46,782 | $3.15M | 0.01% | −1,388−2.9% | Reduced |
| Profund Advisors LLC | 47,674 | $3.22M | 0.20% | −2,407−4.8% | Reduced |
| Kestra Advisory Services, LLC | 47,769 | $3.22M | 0.03% | −1,611−3.3% | Reduced |
| British Columbia Investment Management Corp | 48,727 | $3.29M | 0.03% | +279+0.6% | Added |
| Bridge Creek Capital Management LLC | 49,162 | $3.32M | 1.25% | +945+2.0% | Added |
| Shelton Capital Management | 49,698 | $3.35M | 0.14% | +6,531+15.1% | Added |
| Siemens Fonds Invest GmbH | 49,991 | $3.37M | 0.35% | −64−0.1% | Reduced |
| Private Advisor Group, LLC | 50,298 | $3.39M | 0.03% | +838+1.7% | Added |
| Jarislowsky, Fraser Ltd | 51,300 | $3.46M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 51,493 | $3.47M | 0.07% | −758−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 51,970 | $3.50M | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 54,617 | $3.68M | 0.90% | +2,024+3.8% | Added |
| Integrated Advisors Network LLC | 54,823 | $3.70M | 0.22% | −15,156−21.7% | Reduced |
| Alerus Financial NA | 55,505 | $3.74M | 0.33% | +52,485+1,737.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,762 | $3.76M | 0.07% | +653+1.2% | Added |
| Nisa Investment Advisors, LLC | 56,505 | $3.81M | 0.03% | +514+0.9% | Added |
| Nissay Asset Management Corp | 56,988 | $3.84M | 0.03% | −2,048−3.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 57,853 | $3.90M | 0.02% | +51,117+758.9% | Added |
| Kempen Capital Management N.V. | 58,435 | $3.94M | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60,795 | $4.10M | 0.38% | +558+0.9% | Added |
| Meyer Handelman Co | 61,085 | $4.12M | 0.17% | −3,640−5.6% | Reduced |
| Mercer Global Advisors Inc | 62,269 | $4.20M | 0.02% | −1,374−2.2% | Reduced |
| Cetera Advisor Networks LLC | 62,982 | $4.25M | 0.03% | +9,811+18.5% | Added |
| Louisiana State Employees Retirement System | 63,000 | $4.25M | 0.11% | +400+0.6% | Added |
| Czech National Bank | 64,468 | $4.35M | 0.11% | +403+0.6% | Added |
| Pacer Advisors, Inc. | 64,553 | $4.35M | 0.02% | −123,967−65.8% | Reduced |
| Railway Pension Investments Ltd | 64,700 | $4.36M | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 64,799 | $4.37M | 0.02% | +7,546+13.2% | Added |
| Nomura Holdings Inc | 64,810 | $4.37M | 0.04% | +23,914+58.5% | Added |
| Andra AP-fonden | 67,100 | $4.53M | 0.12% | +27,700+70.3% | Added |
| Prudential PLC | 67,355 | $4.54M | 0.05% | −11,503−14.6% | Reduced |
| Daiwa Securities Group Inc. | 67,418 | $4.55M | 0.03% | +1,193+1.8% | Added |
| Element Capital Management LLC | 67,800 | $4.57M | 0.35% | +67,800 | New |
| Segall Bryant & Hamill, LLC | 68,302 | $4.61M | 0.05% | +498+0.7% | Added |
| BTC Capital Management, Inc. | 69,702 | $4.70M | 0.54% | +1,620+2.4% | Added |
| American Assets Investment Management, LLC | 70,000 | $4.72M | 0.54% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 72,146 | $4.87M | 0.10% | −18,075−20.0% | Reduced |
| Mariner, LLC | 73,442 | $4.95M | 0.01% | +5,921+8.8% | Added |
| Kettle Hill Capital Management, LLC | 74,081 | $5.00M | 1.15% | +74,081 | New |
| Premier Fund Managers Ltd | 75,000 | $5.02M | 0.20% | −5,000−6.3% | Reduced |
| Thrivent Financial for Lutherans | 74,949 | $5.05M | 0.01% | +36,208+93.5% | Added |
| Panagora Asset Management Inc | 77,250 | $5.21M | 0.03% | −586,901−88.4% | Reduced |
| New York Life Investment Management LLC | 77,491 | $5.23M | 0.06% | +186+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,696 | $5.24M | 0.02% | −4,255−5.2% | Reduced |
| Mutual of America Capital Management LLC | 78,299 | $5.28M | 0.06% | +131+0.2% | Added |
| Man Group plc | – | $5.52M | 0.02% | – | – |
| First PREMIER Bank | 82,964 | $5.59M | 1.63% | −322−0.4% | Reduced |
| Asset Planning Services Inc | 83,723 | $5.65M | 3.57% | −2,425−2.8% | Reduced |
| HGK Asset Management Inc | 84,020 | $5.67M | 1.76% | +23,058+37.8% | Added |
| Mattern Capital Management, LLC | 85,085 | $5.74M | 1.01% | +2,929+3.6% | Added |
| Janney Montgomery Scott LLC | 85,891 | $5.79M | 0.02% | −5,434−6.0% | Reduced |
| 44 Wealth Management LLC | 87,455 | $5.90M | 2.00% | +87,455 | New |
| Schroder Investment Management Group | 88,983 | $6.00M | 0.01% | +9,909+12.5% | Added |
| Ausbil Investment Management Ltd | 89,589 | $6.04M | 4.27% | +6,023+7.2% | Added |
| SG Americas Securities, LLC | 89,588 | $6.04M | 0.08% | −226,160−71.6% | Reduced |
| United Fire Group Inc | 90,000 | $6.07M | 3.81% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 90,606 | $6.11M | 0.03% | −1,883−2.0% | Reduced |
| Opus Investment Management Inc | 91,709 | $6.18M | 2.23% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 93,533 | $6.31M | 0.31% | −8,945−8.7% | Reduced |
| Xponance, Inc. | 93,692 | $6.32M | 0.09% | +2,111+2.3% | Added |
| Walleye Capital LLC | 94,086 | $6.35M | 0.13% | +94,086 | New |
| Cerity Partners LLC | 75,273 | $6.37M | 0.03% | +5,067+7.2% | Added |
| Ontario Teachers Pension Plan Board | 94,710 | $6.39M | 0.07% | +31,118+48.9% | Added |
| Bogart Wealth, LLC | 95,381 | $6.43M | 0.43% | +9,584+11.2% | Added |
| DekaBank Deutsche Girozentrale | 97,978 | $6.51M | 0.02% | −1,251−1.3% | Reduced |
| Utah Retirement Systems | 96,998 | $6.54M | 0.09% | +200+0.2% | Added |
| Summit Global Investments | 97,364 | $6.57M | 0.51% | −336−0.3% | Reduced |
| First Republic Investment Management, Inc. | 97,492 | $6.57M | 0.01% | −12,463−11.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 98,121 | $6.62M | 0.02% | −85,500−46.6% | Reduced |
| Yousif Capital Management, LLC | 98,990 | $6.68M | 0.09% | −5,124−4.9% | Reduced |
| Palisade Asset Management, LLC | 99,811 | $6.73M | 0.82% | −450.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 100,395 | $6.77M | 0.03% | +6,376+6.8% | Added |
| GWM Advisors LLC | 101,772 | $6.86M | 0.09% | +169+0.2% | Added |
| Captrust Financial Advisors | 103,725 | $7.00M | 0.03% | +4,767+4.8% | Added |
| Lighthouse Investment Partners, LLC | 103,747 | $7.00M | 0.61% | +103,747 | New |
| HighTower Advisors, LLC | 107,506 | $7.25M | 0.02% | −1,254−1.2% | Reduced |
| State of Alaska, Department of Revenue | 108,549 | $7.32M | 0.09% | −1,240−1.1% | Reduced |
| Intech Investment Management LLC | 109,466 | $7.38M | 0.06% | +52,267+91.4% | Added |
| Mn Services Vermogensbeheer B.V. | 110,855 | $7.48M | 0.08% | 00.0% | Unchanged |
| ING Groep NV | 113,070 | $7.63M | 0.07% | +15,276+15.6% | Added |
| Texas Permanent School Fund | 113,588 | $7.66M | 0.08% | +35,835+46.1% | Added |
| Vestcor Inc | 113,869 | $7.68M | 0.28% | −1,737−1.5% | Reduced |
| Janus Henderson Group PLC | 114,452 | $7.72M | 0.01% | −249−0.2% | Reduced |
| Focus Financial Network, Inc. | 114,591 | $7.79M | 0.48% | +1,409+1.2% | Added |
| Silvercrest Asset Management Group LLC | 116,982 | $7.89M | 0.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 118,085 | $7.96M | 0.05% | +18,328+18.4% | Added |
| Citadel Advisors LLC | 119,146 | $8.04M | 0.01% | −382,154−76.2% | Reduced |
| Hennessy Advisors Inc | 120,999 | $8.16M | 0.60% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 121,648 | $8.20M | 0.06% | +9,370+8.3% | Added |
| Northwest & Ethical Investments L.P. | 122,714 | $8.28M | 0.27% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 123,369 | $8.32M | 0.02% | +930+0.8% | Added |
| Beach Investment Counsel Inc | 123,860 | $8.35M | 1.11% | 00.0% | Unchanged |
| M&T Bank Corp | 128,977 | $8.70M | 0.03% | −6,949−5.1% | Reduced |
| Van Eck Associates Corp | 129,416 | $8.73M | 0.02% | −1,821−1.4% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 131,000 | $8.84M | 0.12% | +21,000+19.1% | Added |