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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 96,998 | $6.54M | 0.09% | +200+0.2% | Added |
| DekaBank Deutsche Girozentrale | 97,978 | $6.51M | 0.02% | −1,251−1.3% | Reduced |
| Bogart Wealth, LLC | 95,381 | $6.43M | 0.43% | +9,584+11.2% | Added |
| Ontario Teachers Pension Plan Board | 94,710 | $6.39M | 0.07% | +31,118+48.9% | Added |
| Cerity Partners LLC | 75,273 | $6.37M | 0.03% | +5,067+7.2% | Added |
| Walleye Capital LLC | 94,086 | $6.35M | 0.13% | +94,086 | New |
| Xponance, Inc. | 93,692 | $6.32M | 0.09% | +2,111+2.3% | Added |
| Waratah Capital Advisors Ltd. | 93,533 | $6.31M | 0.31% | −8,945−8.7% | Reduced |
| Opus Investment Management Inc | 91,709 | $6.18M | 2.23% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 90,606 | $6.11M | 0.03% | −1,883−2.0% | Reduced |
| United Fire Group Inc | 90,000 | $6.07M | 3.81% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 89,588 | $6.04M | 0.08% | −226,160−71.6% | Reduced |
| Ausbil Investment Management Ltd | 89,589 | $6.04M | 4.27% | +6,023+7.2% | Added |
| Schroder Investment Management Group | 88,983 | $6.00M | 0.01% | +9,909+12.5% | Added |
| 44 Wealth Management LLC | 87,455 | $5.90M | 2.00% | +87,455 | New |
| Janney Montgomery Scott LLC | 85,891 | $5.79M | 0.02% | −5,434−6.0% | Reduced |
| Mattern Capital Management, LLC | 85,085 | $5.74M | 1.01% | +2,929+3.6% | Added |
| HGK Asset Management Inc | 84,020 | $5.67M | 1.76% | +23,058+37.8% | Added |
| Asset Planning Services Inc | 83,723 | $5.65M | 3.57% | −2,425−2.8% | Reduced |
| First PREMIER Bank | 82,964 | $5.59M | 1.63% | −322−0.4% | Reduced |
| Man Group plc | – | $5.52M | 0.02% | – | – |
| Mutual of America Capital Management LLC | 78,299 | $5.28M | 0.06% | +131+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,696 | $5.24M | 0.02% | −4,255−5.2% | Reduced |
| New York Life Investment Management LLC | 77,491 | $5.23M | 0.06% | +186+0.2% | Added |
| Panagora Asset Management Inc | 77,250 | $5.21M | 0.03% | −586,901−88.4% | Reduced |
| Thrivent Financial for Lutherans | 74,949 | $5.05M | 0.01% | +36,208+93.5% | Added |
| Premier Fund Managers Ltd | 75,000 | $5.02M | 0.20% | −5,000−6.3% | Reduced |
| Kettle Hill Capital Management, LLC | 74,081 | $5.00M | 1.15% | +74,081 | New |
| Mariner, LLC | 73,442 | $4.95M | 0.01% | +5,921+8.8% | Added |
| Gulf International Bank (UK) Ltd | 72,146 | $4.87M | 0.10% | −18,075−20.0% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $4.72M | 0.54% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 69,702 | $4.70M | 0.54% | +1,620+2.4% | Added |
| Segall Bryant & Hamill, LLC | 68,302 | $4.61M | 0.05% | +498+0.7% | Added |
| Element Capital Management LLC | 67,800 | $4.57M | 0.35% | +67,800 | New |
| Daiwa Securities Group Inc. | 67,418 | $4.55M | 0.03% | +1,193+1.8% | Added |
| Prudential PLC | 67,355 | $4.54M | 0.05% | −11,503−14.6% | Reduced |
| Andra AP-fonden | 67,100 | $4.53M | 0.12% | +27,700+70.3% | Added |
| Nomura Holdings Inc | 64,810 | $4.37M | 0.04% | +23,914+58.5% | Added |
| Assetmark, Inc | 64,799 | $4.37M | 0.02% | +7,546+13.2% | Added |
| Railway Pension Investments Ltd | 64,700 | $4.36M | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 64,553 | $4.35M | 0.02% | −123,967−65.8% | Reduced |
| Czech National Bank | 64,468 | $4.35M | 0.11% | +403+0.6% | Added |
| Louisiana State Employees Retirement System | 63,000 | $4.25M | 0.11% | +400+0.6% | Added |
| Cetera Advisor Networks LLC | 62,982 | $4.25M | 0.03% | +9,811+18.5% | Added |
| Mercer Global Advisors Inc | 62,269 | $4.20M | 0.02% | −1,374−2.2% | Reduced |
| Meyer Handelman Co | 61,085 | $4.12M | 0.17% | −3,640−5.6% | Reduced |
| AdvisorNet Financial, Inc | 60,795 | $4.10M | 0.38% | +558+0.9% | Added |
| Kempen Capital Management N.V. | 58,435 | $3.94M | 0.07% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 57,853 | $3.90M | 0.02% | +51,117+758.9% | Added |
| Nissay Asset Management Corp | 56,988 | $3.84M | 0.03% | −2,048−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 56,505 | $3.81M | 0.03% | +514+0.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 55,762 | $3.76M | 0.07% | +653+1.2% | Added |
| Alerus Financial NA | 55,505 | $3.74M | 0.33% | +52,485+1,737.9% | Added |
| Integrated Advisors Network LLC | 54,823 | $3.70M | 0.22% | −15,156−21.7% | Reduced |
| Benjamin Edwards Inc | 54,617 | $3.68M | 0.90% | +2,024+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 51,970 | $3.50M | 0.04% | 00.0% | Unchanged |
| Atria Investments LLC | 51,493 | $3.47M | 0.07% | −758−1.5% | Reduced |
| Jarislowsky, Fraser Ltd | 51,300 | $3.46M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 50,298 | $3.39M | 0.03% | +838+1.7% | Added |
| Siemens Fonds Invest GmbH | 49,991 | $3.37M | 0.35% | −64−0.1% | Reduced |
| Shelton Capital Management | 49,698 | $3.35M | 0.14% | +6,531+15.1% | Added |
| Bridge Creek Capital Management LLC | 49,162 | $3.32M | 1.25% | +945+2.0% | Added |
| British Columbia Investment Management Corp | 48,727 | $3.29M | 0.03% | +279+0.6% | Added |
| Kestra Advisory Services, LLC | 47,769 | $3.22M | 0.03% | −1,611−3.3% | Reduced |
| Profund Advisors LLC | 47,674 | $3.22M | 0.20% | −2,407−4.8% | Reduced |
| Fifth Third Bancorp | 46,782 | $3.15M | 0.01% | −1,388−2.9% | Reduced |
| Schmidt P J Investment Management Inc | 44,856 | $3.15M | 0.66% | +37,201+486.0% | Added |
| Truist Financial Corp | 46,660 | $3.15M | 0.01% | −130.0% | Reduced |
| Hartford Investment Management Co | 46,405 | $3.13M | 0.11% | +4,519+10.8% | Added |
| Mission Wealth Management, LP | 45,953 | $3.10M | 0.13% | −209−0.5% | Reduced |
| Putnam Investments LLC | 45,904 | $3.10M | 0.00% | −515−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 45,810 | $3.09M | 0.58% | −1,781−3.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 45,418 | $3.06M | 0.19% | +7,875+21.0% | Added |
| Wedbush Securities Inc | 45,295 | $3.06M | 0.15% | +2,452+5.7% | Added |
| Securian Asset Management, Inc | 45,222 | $3.05M | 0.08% | +301+0.7% | Added |
| Stiles Financial Services Inc | 44,819 | $3.02M | 1.62% | +233+0.5% | Added |
| Industrial Alliance Investment Management Inc. | 44,661 | $3.01M | 0.08% | +12,966+40.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,416 | $2.99M | 0.04% | −20,415−31.5% | Reduced |
| Crossmark Global Holdings, Inc. | 44,366 | $2.99M | 0.07% | −754−1.7% | Reduced |
| Advisors Asset Management, Inc. | 44,181 | $2.98M | 0.06% | +5,630+14.6% | Added |
| Elo Mutual Pension Insurance Co | 43,696 | $2.95M | 0.09% | +1,352+3.2% | Added |
| Kentucky Retirement Systems | 43,269 | $2.92M | 0.11% | +264+0.6% | Added |
| Maryland State Retirement & Pension System | 42,887 | $2.89M | 0.06% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 42,772 | $2.88M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 42,454 | $2.86M | 0.04% | +608+1.5% | Added |
| Baird Financial Group, Inc. | 41,513 | $2.80M | 0.01% | −2,427−5.5% | Reduced |
| ARS Investment Partners, LLC | 41,477 | $2.80M | 0.34% | −130−0.3% | Reduced |
| Bank of Nova Scotia | 40,871 | $2.76M | 0.01% | −111,631−73.2% | Reduced |
| Van Hulzen Asset Management, LLC | 40,400 | $2.72M | 0.26% | +16,000+65.6% | Added |
| Rovida Advisors Inc. | 40,000 | $2.70M | 1.05% | +40,000 | New |
| Edgemoor Investment Advisors, Inc. | 39,873 | $2.69M | 0.33% | −1,165−2.8% | Reduced |
| Wealthfront Advisers LLC | 39,532 | $2.67M | 0.01% | −17,146−30.3% | Reduced |
| Walleye Trading LLC | 39,014 | $2.63M | 0.09% | +39,014 | New |
| Blair William & Co | 38,425 | $2.59M | 0.01% | −229−0.6% | Reduced |
| Jane Street Group, LLC | 38,364 | $2.59M | 0.00% | +35,032+1,051.4% | Added |
| Avitas Wealth Management LLC | 38,118 | $2.57M | 0.50% | −432−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 37,757 | $2.55M | 0.04% | +2,228+6.3% | Added |
| Acadian Asset Management LLC | 37,738 | $2.54M | 0.01% | −72,525−65.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,379 | $2.52M | 0.04% | +747+2.0% | Added |
| First Dallas Securities Inc. | 37,263 | $2.51M | 1.48% | −1,175−3.1% | Reduced |