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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 14,258 | $961.6K | 0.13% | +63+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 14,163 | $955.1K | 0.60% | +1,133+8.7% | Added |
| Dynamic Advisor Solutions LLC | 13,913 | $938.3K | 0.05% | +1,147+9.0% | Added |
| NovaPoint Capital, LLC | 13,893 | $936.9K | 0.38% | +3,073+28.4% | Added |
| DeDora Capital, Inc. | 13,848 | $933.9K | 0.40% | +203+1.5% | Added |
| Corundum Group, Inc. | 13,707 | $924.4K | 0.44% | +6,977+103.7% | Added |
| PEAK6 Investments LLC | 13,691 | $923.3K | 0.06% | −11,375−45.4% | Reduced |
| Dearborn Partners LLC | 13,596 | $916.9K | 0.04% | −970−6.7% | Reduced |
| AIA Group Ltd | 13,356 | $900.7K | 0.05% | −1,794−11.8% | Reduced |
| Marks Group Wealth Management, Inc | 13,338 | $899.5K | 0.11% | 00.0% | Unchanged |
| Amarillo National Bank | 13,258 | $894.1K | 0.18% | −44−0.3% | Reduced |
| Carlson Capital Management | 13,197 | $890.0K | 0.06% | −3,065−18.8% | Reduced |
| First Hawaiian Bank | 13,136 | $885.9K | 0.03% | +612+4.9% | Added |
| Great Valley Advisor Group, Inc. | 13,103 | $883.4K | 0.04% | +16+0.1% | Added |
| Holocene Advisors, LP | 13,088 | $882.7K | 0.00% | −2,486−16.0% | Reduced |
| Bell Bank | 13,078 | $882.0K | 0.09% | −258−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,046 | $879.8K | 0.08% | +70+0.5% | Added |
| Venturi Wealth Management, LLC | 13,010 | $877.4K | 0.07% | −533−3.9% | Reduced |
| Global Retirement Partners, LLC | 12,779 | $875.4K | 0.05% | −414−3.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,957 | $874.0K | 0.00% | +12,957 | New |
| Finer Wealth Management, Inc. | 12,750 | $859.9K | 0.73% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,332 | $831.7K | 0.02% | +3,076+33.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,147 | $819.2K | 0.01% | +1,500+14.1% | Added |
| Greenleaf Trust | 12,075 | $814.3K | 0.01% | −10,834−47.3% | Reduced |
| Ieq Capital, LLC | 12,071 | $814.1K | 0.02% | +2,586+27.3% | Added |
| Tradition Wealth Management, LLC | 12,005 | $810.0K | 0.10% | +919+8.3% | Added |
| Coastline Trust Co | 11,985 | $808.3K | 0.12% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 11,965 | $806.9K | 0.49% | +198+1.7% | Added |
| United Services Automobile Association | 11,913 | $803.4K | 0.03% | −5,149−30.2% | Reduced |
| KLCM Advisors, Inc. | 11,850 | $799.2K | 0.16% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11,812 | $797.0K | 0.03% | +1,064+9.9% | Added |
| United Capital Financial Advisers, LLC | 11,790 | $795.1K | 0.00% | −8,780−42.7% | Reduced |
| Kenfarb & Co. | 11,635 | $784.7K | 0.70% | −1,250−9.7% | Reduced |
| Thompson Investment Management, Inc. | 11,599 | $782.2K | 0.13% | +200+1.8% | Added |
| Advisors Management Group Inc | 11,588 | $781.0K | 0.25% | −754−6.1% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $775.0K | 0.58% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 11,431 | $770.9K | 0.98% | +11,431 | New |
| Sheets Smith Wealth Management | 11,429 | $770.8K | 0.12% | −2,250−16.4% | Reduced |
| Cahill Financial Advisors Inc | 11,399 | $768.7K | 0.14% | +1,053+10.2% | Added |
| Bard Financial Services, Inc. | 11,375 | $767.1K | 0.06% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $766.5K | 0.20% | 00.0% | Unchanged |
| Old Port Advisors | 10,642 | $756.0K | 0.27% | −620−5.5% | Reduced |
| Catalyst Wealth Management, LLC | 11,155 | $752.3K | 0.70% | +2,467+28.4% | Added |
| Toroso Investments, LLC | 11,127 | $750.0K | 0.02% | +119+1.1% | Added |
| Federated Hermes, Inc. | 11,002 | $742.0K | 0.00% | −894−7.5% | Reduced |
| Wambolt & Associates, LLC | 10,858 | $733.1K | 0.26% | −581−5.1% | Reduced |
| Banque Pictet & Cie SA | 10,695 | $721.3K | 0.01% | −9,643−47.4% | Reduced |
| Shaker Investments LLC | 10,678 | $720.1K | 0.40% | +123+1.2% | Added |
| Gradient Investments LLC | 10,569 | $712.8K | 0.02% | +36+0.3% | Added |
| Exchange Traded Concepts, LLC | 10,487 | $707.2K | 0.02% | +859+8.9% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $706.7K | 0.15% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,462 | $705.6K | 0.00% | +790+8.2% | Added |
| MML Investors Services, LLC | 10,428 | $703.0K | 0.00% | −3,013−22.4% | Reduced |
| Wellington Management Group LLP | 10,280 | $693.3K | 0.00% | +1,280+14.2% | Added |
| SC&H Financial Advisors, Inc. | 10,213 | $688.8K | 0.25% | +511+5.3% | Added |
| First National Bank & Trust Co of Newtown | 10,092 | $680.6K | 0.15% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,028 | $676.3K | 0.02% | −2,231−18.2% | Reduced |
| IHT Wealth Management, LLC | 10,011 | $675.1K | 0.04% | +2,286+29.6% | Added |
| American State Bank (Iowa) | 9,987 | $673.5K | 0.49% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 9,843 | $663.8K | 0.05% | +1,349+15.9% | Added |
| Savant Capital, LLC | 9,761 | $658.3K | 0.01% | +108+1.1% | Added |
| Everence Capital Management Inc | 9,744 | $657.0K | 0.05% | −4,370−31.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,726 | $655.9K | 0.11% | +9,726 | New |
| O'Brien Greene & Co. Inc | 9,563 | $645.0K | 0.24% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9,560 | $644.7K | 0.03% | +5+0.1% | Added |
| National Asset Management, Inc. | 9,466 | $643.2K | 0.02% | −124−1.3% | Reduced |
| Prospera Financial Services Inc | 9,478 | $639.2K | 0.03% | −1,674−15.0% | Reduced |
| Moody National Bank Trust Division | 9,463 | $638.2K | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 9,417 | $635.1K | 0.01% | −3,217−25.5% | Reduced |
| Cetera Advisors LLC | 9,408 | $634.4K | 0.01% | +65+0.7% | Added |
| Lido Advisors, LLC | 9,372 | $632.1K | 0.01% | +9,372 | New |
| Perigon Wealth Management, LLC | 9,370 | $631.9K | 0.04% | +237+2.6% | Added |
| Garda Capital Partners LP | 9,355 | $630.9K | 0.55% | +9,355 | New |
| Laraway Financial Inc | 9,178 | $618.9K | 0.63% | +8+0.1% | Added |
| Moors & Cabot, Inc. | 9,165 | $618.1K | 0.04% | −47−0.5% | Reduced |
| Gateway Investment Advisers LLC | 9,159 | $617.7K | 0.01% | −201−2.1% | Reduced |
| Bleakley Financial Group, LLC | 9,115 | $614.7K | 0.02% | +721+8.6% | Added |
| Carret Asset Management, LLC | 9,089 | $613.0K | 0.09% | −696−7.1% | Reduced |
| World Equity Group, Inc. | 6,136 | $609.7K | 0.10% | +6,136 | New |
| Davenport & Co LLC | 8,988 | $606.1K | 0.00% | +69+0.8% | Added |
| Integrated Wealth Concepts LLC | 8,880 | $599.0K | 0.01% | +8,880 | New |
| Stonebridge Capital Advisors LLC | 8,882 | $599.0K | 0.07% | −96−1.1% | Reduced |
| Advisory Services Network, LLC | 8,878 | $598.7K | 0.02% | +193+2.2% | Added |
| Central Trust Co | 8,853 | $597.0K | 0.02% | +142+1.6% | Added |
| Sumitomo Life Insurance Co | 8,842 | $596.0K | 0.05% | −99−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 8,761 | $595.4K | 0.01% | −85−1.0% | Reduced |
| FineMark National Bank & Trust | 8,821 | $594.9K | 0.03% | +861+10.8% | Added |
| Balentine LLC | 8,752 | $590.2K | 0.02% | −2,455−21.9% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $584.8K | 0.27% | 00.0% | Unchanged |
| BIT Capital GmbH | 8,659 | $584.0K | 0.09% | +8,659 | New |
| Mutual Advisors, LLC | 8,643 | $582.9K | 0.02% | +75+0.9% | Added |
| Coldstream Capital Management Inc | 8,564 | $577.5K | 0.02% | −755−8.1% | Reduced |
| Bigelow Investment Advisors, LLC | 8,507 | $573.7K | 0.33% | −10.0% | Reduced |
| Access Financial Services, Inc. | 8,469 | $571.1K | 0.35% | −26−0.3% | Reduced |
| HB Wealth Management, LLC | 8,466 | $570.9K | 0.01% | +2,363+38.7% | Added |
| Signaturefd, LLC | 8,418 | $567.7K | 0.02% | −72−0.8% | Reduced |
| Stock Yards Bank & Trust Co | 8,404 | $567.0K | 0.02% | −438−5.0% | Reduced |
| Fiduciary Alliance LLC | 8,307 | $560.2K | 0.14% | +3,847+86.3% | Added |
| Qsemble Capital Management, LP | 8,300 | $559.8K | 0.38% | +8,300 | New |
| SFMG, LLC | 8,174 | $551.3K | 0.06% | +424+5.5% | Added |