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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | 5,339 | $360.1K | 0.05% | +10+0.2% | Added |
| Venture Visionary Partners LLC | 5,332 | $359.6K | 0.02% | +397+8.0% | Added |
| Alpha Family Trust | 5,330 | $359.5K | 0.28% | −260−4.7% | Reduced |
| Cresset Asset Management, LLC | 5,268 | $356.5K | 0.01% | +5,268 | New |
| Heritage Trust Co | 5,267 | $355.2K | 0.06% | −5−0.1% | Reduced |
| Larson Financial Group LLC | 5,261 | $354.8K | 0.04% | +7+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,255 | $354.4K | 0.01% | +392+8.1% | Added |
| Bessemer Group Inc | 5,237 | $353.0K | 0.00% | +170+3.4% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $352.9K | 0.08% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,195 | $350.4K | 0.10% | +1,544+42.3% | Added |
| AlphaStar Capital Management, LLC | 4,965 | $348.1K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,144 | $346.9K | 0.01% | +127+2.5% | Added |
| Headinvest, LLC | 5,117 | $345.1K | 0.08% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,110 | $344.6K | 0.14% | −4,184−45.0% | Reduced |
| Trillium Asset Management, LLC | 4,925 | $344.0K | 0.01% | −1,382−21.9% | Reduced |
| TCI Wealth Advisors, Inc. | 5,096 | $343.7K | 0.04% | +818+19.1% | Added |
| Wealthstar Advisors, LLC | 5,045 | $340.3K | 0.14% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 5,038 | $339.8K | 0.05% | −58−1.1% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $339.7K | 0.12% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,010 | $337.9K | 0.01% | −100−2.0% | Reduced |
| Chesapeake Wealth Management | 4,962 | $334.6K | 0.14% | −621−11.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,953 | $334.0K | 0.01% | +361+7.9% | Added |
| Johnson Investment Counsel Inc | 4,944 | $333.4K | 0.00% | +4,944 | New |
| CAPROCK Group, Inc. | 4,894 | $332.6K | 0.03% | +582+13.5% | Added |
| DFPG Investments, LLC | 4,927 | $332.3K | 0.04% | +4,927 | New |
| Vise Technologies, Inc. | 4,915 | $331.5K | 0.09% | +1,793+57.4% | Added |
| Abbrea Capital, LLC | 4,874 | $331.0K | 0.06% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,860 | $330.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 4,892 | $329.9K | 0.01% | −165−3.3% | Reduced |
| Ballentine Partners, LLC | 4,891 | $329.8K | 0.01% | +512+11.7% | Added |
| Peak Asset Management, LLC | 4,888 | $329.6K | 0.08% | +137+2.9% | Added |
| Acrisure Capital Management, LLC | 4,881 | $329.2K | 0.33% | +4,881 | New |
| Benedetti & Gucer, Inc. | 4,873 | $329.0K | 0.19% | +4,873 | New |
| Montag A & Associates Inc | 4,827 | $328.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,850 | $327.1K | 0.02% | +88+1.8% | Added |
| Fundamentun, LLC | 4,839 | $326.3K | 0.05% | +4,839 | New |
| Wealth Alliance | 4,835 | $326.1K | 0.05% | +94+2.0% | Added |
| TD Private Client Wealth LLC | 4,759 | $320.9K | 0.01% | −739−13.4% | Reduced |
| IFP Advisors, Inc | 11,283 | $315.8K | 0.02% | −4,425−28.2% | Reduced |
| Intrust Bank NA | 4,664 | $314.5K | 0.04% | +332+7.7% | Added |
| Fidelis Capital Partners, LLC | 4,466 | $310.7K | 0.13% | +4,466 | New |
| Conning Inc. | 4,585 | $309.2K | 0.01% | −43−0.9% | Reduced |
| Lincoln National Corp | 4,575 | $308.5K | 0.01% | −175−3.7% | Reduced |
| Level Four Advisory Services, LLC | 4,568 | $308.1K | 0.02% | +468+11.4% | Added |
| Destination Wealth Management | 4,558 | $307.4K | 0.01% | −13−0.3% | Reduced |
| Smith Anglin Financial, LLC | 4,532 | $305.6K | 0.05% | +32+0.7% | Added |
| Sandy Spring Bank | 4,530 | $305.5K | 0.02% | +238+5.5% | Added |
| Lifeworks Advisors, LLC | 4,510 | $304.2K | 0.14% | −150−3.2% | Reduced |
| Leverty Financial Group, LLC | 4,507 | $304.0K | 0.24% | +70+1.6% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $303.5K | 0.06% | +100+2.3% | Added |
| Lake Street Financial LLC | 4,472 | $301.6K | 0.06% | +252+6.0% | Added |
| First Horizon Advisors, Inc. | 4,459 | $300.7K | 0.01% | −53−1.2% | Reduced |
| RSM US Wealth Management LLC | 4,444 | $299.7K | 0.01% | −50−1.1% | Reduced |
| Quantum Financial Advisors, LLC | 4,442 | $299.6K | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,433 | $299.0K | 0.06% | −50−1.1% | Reduced |
| Eastern Bank | 4,397 | $296.5K | 0.01% | −293−6.2% | Reduced |
| Wealthsource Partners, LLC | 4,390 | $296.0K | 0.02% | +5+0.1% | Added |
| Parallel Advisors, LLC | 4,345 | $293.1K | 0.01% | −104−2.3% | Reduced |
| Tradewinds, LLC. | 4,305 | $290.3K | 0.18% | +4,305 | New |
| Quadrant Capital Group LLC | 4,283 | $289.1K | 0.03% | −10.0% | Reduced |
| South State Corp. | 4,268 | $287.8K | 0.03% | 00.0% | Unchanged |
| Resolution Capital Ltd | 4,260 | $287.3K | 0.00% | +400+10.4% | Added |
| Moneta Group Investment Advisors LLC | 4,233 | $285.5K | 0.01% | −3,140−42.6% | Reduced |
| Schnieders Capital Management LLC | 4,225 | $284.9K | 0.06% | −823−16.3% | Reduced |
| Synovus Financial Corp | 4,213 | $284.1K | 0.00% | −92−2.1% | Reduced |
| Vident Investment Advisory, LLC | 4,198 | $283.1K | 0.01% | +1,193+39.7% | Added |
| Simon Quick Advisors, LLC | 4,193 | $282.8K | 0.03% | +359+9.4% | Added |
| Boston Partners | 4,131 | $278.6K | 0.00% | +70+1.7% | Added |
| Astoria Portfolio Advisors LLC. | 4,064 | $278.2K | 0.12% | +4,064 | New |
| N.E.W. Advisory Services LLC | 4,116 | $277.6K | 0.04% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 4,113 | $277.4K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,028 | $271.6K | 0.16% | −722−15.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,009 | $270.4K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $269.8K | 0.14% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,000 | $269.8K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $269.8K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $269.8K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,987 | $268.9K | 0.05% | −332−7.7% | Reduced |
| CRA Financial Services, LLC | 3,984 | $268.7K | 0.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,981 | $268.5K | 0.07% | −126−3.1% | Reduced |
| Principle Wealth Partners LLC | 3,980 | $268.4K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,967 | $268.0K | 0.13% | +16+0.4% | Added |
| Fortis Group Advisors, LLC | 3,832 | $267.9K | 0.08% | +3,832 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $266.9K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,930 | $265.0K | 0.01% | −47−1.2% | Reduced |
| Wade G W & Inc | 3,886 | $262.0K | 0.01% | −9−0.2% | Reduced |
| Woodmont Investment Counsel LLC | 3,875 | $261.3K | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,851 | $259.7K | 0.02% | −103−2.6% | Reduced |
| Scissortail Wealth Management, LLC | 3,849 | $259.6K | 0.23% | −11,171−74.4% | Reduced |
| Accel Wealth Management | 3,814 | $257.2K | 0.11% | +18+0.5% | Added |
| Oak Thistle LLC | 3,804 | $256.5K | 0.15% | +3,804 | New |
| Bank of Hawaii | 3,765 | $253.9K | 0.01% | 00.0% | Unchanged |
| David Loasby | 3,525 | $251.2K | 0.03% | +3,525 | New |
| Aureus Asset Management, LLC | 3,720 | $250.9K | 0.02% | −20−0.5% | Reduced |
| First Heartland Consultants, Inc. | 3,697 | $249.3K | 0.04% | −974−20.9% | Reduced |
| Fulton Bank, N.A. | 3,667 | $247.3K | 0.01% | +206+6.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,657 | $246.6K | 0.02% | −236−6.1% | Reduced |
| Horizon Investment Services, LLC | 3,632 | $244.9K | 0.16% | +3,632 | New |
| W.H. Cornerstone Investments Inc. | 3,606 | $243.0K | 0.22% | +26+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,602 | $242.9K | 0.03% | −1,186−24.8% | Reduced |