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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 36,213 | $2.44M | 0.05% | +1,128+3.2% | Added |
| Richard Bernstein Advisors LLC | 35,649 | $2.40M | 0.05% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 36,492 | $2.40M | 1.78% | +371+1.0% | Added |
| CIBC World Markets Corp | 34,272 | $2.31M | 0.04% | −36,572−51.6% | Reduced |
| KBC Group NV | 34,178 | $2.31M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 33,759 | $2.28M | 0.16% | +14,298+73.5% | Added |
| Los Angeles Capital Management LLC | 33,457 | $2.26M | 0.01% | −40,149−54.5% | Reduced |
| Shell Asset Management Co | 33,339 | $2.25M | 0.09% | −104−0.3% | Reduced |
| Oppenheimer & Co Inc | 33,097 | $2.23M | 0.05% | +5,324+19.2% | Added |
| Epiq Partners, LLC | 32,218 | $2.17M | 1.50% | −300−0.9% | Reduced |
| Lockheed Martin Investment Management Co | 32,000 | $2.16M | 0.12% | 00.0% | Unchanged |
| First Bank & Trust | 31,488 | $2.12M | 0.56% | +310+1.0% | Added |
| Peak Financial Advisors LLC | 30,961 | $2.09M | 1.76% | −1,375−4.3% | Reduced |
| Central Bank & Trust Co | 30,561 | $2.06M | 0.37% | +214+0.7% | Added |
| Claro Advisors LLC | 29,706 | $2.00M | 0.59% | −315−1.0% | Reduced |
| STRS Ohio | 29,559 | $1.99M | 0.01% | −4,567−13.4% | Reduced |
| Keybank National Association | 29,151 | $1.97M | 0.01% | −1,896−6.1% | Reduced |
| AE Wealth Management LLC | 28,100 | $1.90M | 0.01% | −34,034−54.8% | Reduced |
| JustInvest LLC | 27,782 | $1.87M | 0.07% | +6,649+31.5% | Added |
| Schonfeld Strategic Advisors LLC | 27,671 | $1.87M | 0.02% | −284,163−91.1% | Reduced |
| Neuberger Berman Group LLC | 27,567 | $1.86M | 0.00% | +1,440+5.5% | Added |
| Icon Advisers Inc | 27,400 | $1.85M | 0.47% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 27,123 | $1.83M | 0.02% | +27,123 | New |
| Credit Agricole S A | 26,423 | $1.78M | 0.08% | −3,797−12.6% | Reduced |
| Accredited Investors Inc. | 26,403 | $1.78M | 0.14% | +80.0% | Added |
| NatWest Group plc | 26,329 | $1.78M | 0.96% | −21,202−44.6% | Reduced |
| Cetera Investment Advisers | 26,248 | $1.77M | 0.02% | −261−1.0% | Reduced |
| Great Waters Wealth Management | 25,094 | $1.77M | 0.37% | +393+1.6% | Added |
| Kesler, Norman & Wride, LLC | 25,857 | $1.74M | 0.44% | +1,031+4.2% | Added |
| La Banque Postale Asset Management SA | 25,596 | $1.73M | 0.04% | −1,177−4.4% | Reduced |
| EP Wealth Advisors, LLC | 22,542 | $1.72M | 0.03% | +14,419+177.5% | Added |
| Dean Investment Associates, LLC | 25,458 | $1.72M | 0.27% | +5,260+26.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,309 | $1.71M | 0.09% | −27,300−51.9% | Reduced |
| New Mexico Educational Retirement Board | 25,278 | $1.71M | 0.09% | −900−3.4% | Reduced |
| Quadrature Capital Ltd | 25,051 | $1.69M | 0.05% | −25,605−50.5% | Reduced |
| Cornerstone Advisors, LLC | 25,000 | $1.69M | 0.08% | 00.0% | Unchanged |
| White Pine Capital LLC | 24,971 | $1.68M | 0.65% | −999−3.8% | Reduced |
| D.A. Davidson & Co. | 25,037 | $1.68M | 0.02% | +2,433+10.8% | Added |
| CWM, LLC | 24,830 | $1.68M | 0.01% | +3,698+17.5% | Added |
| Metropolitan Life Insurance Co | 24,477 | $1.65M | 0.08% | −7,175−22.7% | Reduced |
| Advisor Partners II, LLC | 24,431 | $1.65M | 0.09% | +2,155+9.7% | Added |
| Valtinson Bruner Financial Planning LLC | 24,183 | $1.63M | 0.93% | +4,336+21.8% | Added |
| Bremer Bank National Association | 24,147 | $1.63M | 0.31% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 23,746 | $1.60M | 0.00% | +2,683+12.7% | Added |
| Bokf, NA | 23,741 | $1.60M | 0.03% | −8,520−26.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,649 | $1.59M | 0.03% | +2,164+10.1% | Added |
| FourThought Financial Partners, LLC | 23,093 | $1.56M | 0.21% | +256+1.1% | Added |
| Formula Growth Ltd | 22,000 | $1.48M | 0.48% | +22,000 | New |
| Point72 Middle East FZE | 21,803 | $1.47M | 0.08% | +6,223+39.9% | Added |
| South Dakota Investment Council | 21,564 | $1.45M | 0.03% | 00.0% | Unchanged |
| 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 |
| ICA Group Wealth Management, LLC | 20,741 | $1.40M | 0.33% | −357−1.7% | Reduced |
| Huntington National Bank | 20,011 | $1.35M | 0.01% | −467−2.3% | Reduced |
| AXA S.A. | 19,775 | $1.33M | 0.00% | −1,627−7.6% | Reduced |
| Trexquant Investment LP | 19,610 | $1.32M | 0.04% | −23,123−54.1% | Reduced |
| Harvest Volatility Management LLC | 19,746 | $1.32M | 0.27% | −2,910−12.8% | Reduced |
| Edgestream Partners, L.P. | 19,530 | $1.32M | 0.15% | +5,624+40.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,472 | $1.31M | 0.11% | −130−0.7% | Reduced |
| Cypress Capital Group | 19,243 | $1.30M | 0.20% | +3,008+18.5% | Added |
| Ameritas Investment Partners, Inc. | 19,196 | $1.29M | 0.05% | +76+0.4% | Added |
| Sigma Planning Corp | 19,130 | $1.29M | 0.04% | +416+2.2% | Added |
| Banque Cantonale Vaudoise | 18,910 | $1.28M | 0.06% | −2,766−12.8% | Reduced |
| Berger Financial Group, Inc | 18,600 | $1.25M | 0.15% | +612+3.4% | Added |
| First Western Trust Bank | 18,446 | $1.24M | 0.06% | 00.0% | Unchanged |
| Veritable, L.P. | 18,243 | $1.23M | 0.02% | +724+4.1% | Added |
| Tower Research Capital LLC (TRC) | 18,204 | $1.23M | 0.04% | +2,812+18.3% | Added |
| Asset Dedication, LLC | 18,038 | $1.22M | 0.11% | +1,327+7.9% | Added |
| Stillwater Investment Management, LLC | 17,827 | $1.20M | 0.32% | +127+0.7% | Added |
| NorthRock Partners, LLC | 17,786 | $1.20M | 0.13% | −80−0.4% | Reduced |
| Sawtooth Solutions, LLC | 17,701 | $1.19M | 0.03% | +13,843+358.8% | Added |
| Telemus Capital, LLC | 17,661 | $1.19M | 0.10% | +1,509+9.3% | Added |
| Harbour Investments, Inc. | 17,395 | $1.17M | 0.06% | +30.0% | Added |
| Costello Asset Management, INC | 17,318 | $1.17M | 1.20% | −1,399−7.5% | Reduced |
| Vinva Investment Management Ltd | 17,358 | $1.16M | 0.10% | +17,358 | New |
| Northwestern Mutual Investment Management Company, LLC | 17,202 | $1.16M | 0.03% | +50+0.3% | Added |
| Metis Global Partners, LLC | 17,182 | $1.16M | 0.07% | +5,831+51.4% | Added |
| First Foundation Advisors | 16,770 | $1.13M | 0.05% | +104+0.6% | Added |
| Inceptionr LLC | 16,754 | $1.13M | 0.36% | +16,754 | New |
| Sherbrooke Park Advisers LLC | 16,700 | $1.13M | 1.70% | +13,300+391.2% | Added |
| First Citizens Bank & Trust Co | 16,502 | $1.11M | 0.02% | −974−5.6% | Reduced |
| WealthTrust Axiom LLC | 16,350 | $1.10M | 0.38% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.10M | 0.17% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 16,224 | $1.09M | 0.15% | +3,099+23.6% | Added |
| Avantax Advisory Services, Inc. | 16,193 | $1.09M | 0.01% | +2,215+15.8% | Added |
| TownSquare Capital, LLC | 16,119 | $1.09M | 0.02% | +92+0.6% | Added |
| Glenmede Trust Co NA | 15,889 | $1.07M | 0.01% | +38+0.2% | Added |
| Western Wealth Management, LLC | 15,787 | $1.06M | 0.10% | +1,145+7.8% | Added |
| Quantinno Capital Management LP | 15,688 | $1.06M | 0.07% | +839+5.7% | Added |
| Bond & Devick Financial Network, Inc. | 15,571 | $1.05M | 0.67% | +30.0% | Added |
| Buckingham Strategic Wealth, LLC | 14,774 | $1.04M | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15,283 | $1.03M | 0.11% | +22+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,017 | $1.01M | 0.03% | −3,903−20.6% | Reduced |
| 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 |
| Empirical Finance, LLC | 14,947 | $1.01M | 0.09% | +789+5.6% | Added |
| Tiaa, FSB | 14,838 | $1.00M | 0.00% | −1,632−9.9% | Reduced |
| Advocate Group LLC | 14,778 | $996.6K | 0.22% | −156−1.0% | Reduced |
| Apollon Wealth Management, LLC | 14,582 | $983.4K | 0.06% | +618+4.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,351 | $967.8K | 0.08% | +14,351 | New |