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 |
|---|---|---|---|---|---|
| Cohen Klingenstein LLC | 8,100 | $546.3K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,092 | $545.9K | 0.04% | +5+0.1% | Added |
| Aptus Capital Advisors, LLC | 8,024 | $545.3K | 0.02% | +4,452+124.6% | Added |
| Meeder Advisory Services, Inc. | 8,057 | $543.3K | 0.06% | −479−5.6% | Reduced |
| First Commonwealth Financial Corp | 8,056 | $543.3K | 0.20% | 00.0% | Unchanged |
| Aviva PLC | 8,011 | $540.3K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 7,990 | $538.8K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 7,987 | $538.6K | 0.20% | −548−6.4% | Reduced |
| Gateway Wealth Partners, LLC | 7,978 | $538.0K | 0.08% | +5+0.1% | Added |
| Krane Funds Advisors LLC | 7,538 | $535.0K | 0.02% | +122+1.6% | Added |
| KCM Investment Advisors LLC | 7,862 | $530.2K | 0.02% | −353−4.3% | Reduced |
| Front Row Advisors LLC | 7,722 | $525.0K | 0.25% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,764 | $523.6K | 0.08% | +100+1.3% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $520.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 7,703 | $519.5K | 0.05% | −41−0.5% | Reduced |
| Alberta Investment Management Corp | 7,700 | $519.3K | 0.01% | −149,245−95.1% | Reduced |
| Capula Management Ltd | 7,682 | $518.1K | 0.05% | +7,682 | New |
| Thomas White International Ltd | 7,608 | $513.1K | 0.11% | +40+0.5% | Added |
| Ingalls & Snyder LLC | 7,498 | $506.0K | 0.03% | +1,523+25.5% | Added |
| Aspen Wealth Strategies, LLC | 7,305 | $492.6K | 0.38% | −222−2.9% | Reduced |
| Spire Wealth Management | 7,237 | $488.1K | 0.02% | −43,128−85.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,203 | $485.8K | 0.05% | −102−1.4% | Reduced |
| SNS Financial Group, LLC | 7,147 | $485.7K | 0.06% | −371−4.9% | Reduced |
| Petrus Trust Company, LTA | 7,176 | $483.9K | 0.06% | +7,176 | New |
| Allworth Financial LP | 7,144 | $481.8K | 0.00% | +1,053+17.3% | Added |
| HighMark Wealth Management LLC | 7,138 | $481.4K | 0.38% | +20.0% | Added |
| Midwest Professional Planners, LTD. | 7,127 | $480.7K | 0.24% | +218+3.2% | Added |
| Wetherby Asset Management Inc | 7,105 | $479.2K | 0.03% | −30−0.4% | Reduced |
| Symmetry Partners, LLC | 7,090 | $478.0K | 0.03% | 00.0% | Unchanged |
| Affiance Financial, LLC | 7,025 | $473.8K | 0.25% | −191−2.6% | Reduced |
| Investment Management Corp of Ontario | 6,936 | $467.8K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 6,875 | $463.7K | 0.06% | −194−2.7% | Reduced |
| Argent Trust Co | 6,868 | $463.2K | 0.03% | −9−0.1% | Reduced |
| Charter Trust Co | 6,835 | $461.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,739 | $454.5K | 0.03% | +1,977+41.5% | Added |
| Planning Center, Inc. | 6,386 | $453.7K | 0.12% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,698 | $451.7K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,657 | $449.0K | 0.05% | +6,657 | New |
| Horizon Investments, LLC | 6,637 | $447.6K | 0.01% | −3,760−36.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,631 | $447.2K | 0.09% | +606+10.1% | Added |
| Cigna Investments Inc | 6,634 | $447.0K | 0.09% | −153−2.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,308 | $442.3K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,548 | $441.6K | 0.14% | −605−8.5% | Reduced |
| Ballast Advisors LLC | 6,537 | $440.8K | 0.18% | +430+7.0% | Added |
| Pathstone Family Office, LLC | 6,469 | $438.2K | 0.01% | +1,118+20.9% | Added |
| Chicago Partners Investment Group LLC | 6,152 | $437.0K | 0.03% | −5−0.1% | Reduced |
| Clarius Group, LLC | 6,471 | $436.4K | 0.04% | −74−1.1% | Reduced |
| Altshuler Shaham Ltd | 6,464 | $435.9K | 0.01% | −541−7.7% | Reduced |
| Ronald Blue Trust, Inc. | 6,163 | $432.0K | 0.01% | +995+19.3% | Added |
| Donaldson Capital Management, LLC | 6,388 | $430.8K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 6,380 | $430.3K | 0.02% | +4,230+196.7% | Added |
| Townsend & Associates, Inc | 6,123 | $428.1K | 0.17% | +5+0.1% | Added |
| STF Management LP | 6,335 | $427.2K | 0.29% | +2,682+73.4% | Added |
| Qtron Investments LLC | 6,323 | $426.4K | 0.09% | +6,323 | New |
| Lewis Capital Management, LLC | 6,302 | $425.0K | 0.64% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,303 | $425.0K | 0.48% | +469+8.0% | Added |
| CFM Wealth Partners LLC | 6,300 | $424.9K | 0.12% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,252 | $422.0K | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,214 | $419.1K | 0.02% | +6,214 | New |
| Independent Solutions Wealth Management, LLC | 6,203 | $418.3K | 0.12% | −645−9.4% | Reduced |
| Proequities, Inc. | 6,153 | $418.2K | 0.03% | +89+1.5% | Added |
| Stratos Wealth Partners, LTD. | 6,189 | $417.4K | 0.01% | −1,536−19.9% | Reduced |
| Nicollet Investment Management, Inc. | 6,156 | $415.0K | 0.22% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 6,133 | $413.6K | 0.15% | +38+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 6,105 | $411.7K | 0.09% | +6,105 | New |
| Old National Bancorp | 6,095 | $411.0K | 0.01% | −5,247−46.3% | Reduced |
| Sowell Financial Services LLC | 6,095 | $411.0K | 0.03% | +6,095 | New |
| Jones Financial Companies LLLP | 6,090 | $410.7K | 0.00% | +2,882+89.8% | Added |
| Brookstone Capital Management | 5,839 | $410.6K | 0.01% | +488+9.1% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $408.0K | 0.04% | −200−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,995 | $404.3K | 0.01% | +650+12.2% | Added |
| Kozak & Associates, Inc. | 5,989 | $403.9K | 0.18% | +20+0.3% | Added |
| Boston Private Wealth LLC | 5,979 | $403.2K | 0.01% | −949−13.7% | Reduced |
| Personal Cfo Solutions, LLC | 5,979 | $403.2K | 0.08% | +134+2.3% | Added |
| E Fund Management Co., Ltd. | 5,917 | $399.0K | 0.03% | −364−5.8% | Reduced |
| Sequoia Financial Advisors, LLC | 5,914 | $398.9K | 0.01% | +267+4.7% | Added |
| Harbour Investment Management LLC | 5,847 | $397.4K | 0.22% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 5,884 | $396.8K | 0.26% | 00.0% | Unchanged |
| MQS Management LLC | 5,842 | $394.0K | 0.25% | +5,842 | New |
| Alley Investment Management Company, LLC | 5,821 | $392.6K | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 5,821 | $392.6K | 0.01% | +720+14.1% | Added |
| First National Bank Sioux Falls | 5,767 | $388.9K | 0.27% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,677 | $382.9K | 0.55% | +12+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 5,671 | $382.4K | 0.21% | 00.0% | Unchanged |
| RDA Financial Network | 5,658 | $381.6K | 0.17% | −49−0.9% | Reduced |
| Change Path, LLC | 5,639 | $380.0K | 0.02% | −1,717−23.3% | Reduced |
| Two Sigma Securities, LLC | 5,580 | $376.3K | 0.03% | +236+4.4% | Added |
| PrairieView Partners, LLC | 5,578 | $376.0K | 0.05% | −84−1.5% | Reduced |
| Nations Financial Group Inc, | 5,575 | $376.0K | 0.04% | +648+13.2% | Added |
| CX Institutional | 5,544 | $374.2K | 0.02% | +903+19.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,543 | $373.8K | 0.03% | +126+2.3% | Added |
| Private Trust Co NA | 5,539 | $373.6K | 0.05% | +34+0.6% | Added |
| Centre Asset Management, LLC | 5,524 | $373.0K | 0.09% | −196−3.4% | Reduced |
| Raymond James Trust N.A. | 5,535 | $373.0K | 0.01% | +1,741+45.9% | Added |
| Kestra Private Wealth Services, LLC | 5,452 | $367.7K | 0.01% | +567+11.6% | Added |
| James Hambro & Partners | 5,421 | $365.7K | 0.03% | +21+0.4% | Added |
| Axxcess Wealth Management, LLC | 5,421 | $365.6K | 0.03% | −983−15.3% | Reduced |
| FDx Advisors, Inc. | 5,194 | $364.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,361 | $361.5K | 0.01% | +12+0.2% | Added |
| Eqis Capital Management, Inc. | 5,342 | $360.3K | 0.04% | +906+20.4% | Added |