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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 1,460 | $102.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,511 | $101.9K | 0.01% | +3+0.2% | Added |
| Alta Advisers Ltd | 1,500 | $101.2K | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,496 | $100.9K | 0.03% | −203−11.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,469 | $99.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,462 | $98.6K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,439 | $97.0K | 0.02% | +672+87.6% | Added |
| City State Bank | 1,316 | $89.0K | 0.05% | 00.0% | Unchanged |
| AM Squared Ltd | 1,300 | $87.7K | 0.07% | +1,300 | New |
| Caldwell Trust Co | 1,284 | $86.6K | 0.01% | −417−24.5% | Reduced |
| Financial Management Professionals, Inc. | 1,230 | $83.0K | 0.02% | +65+5.6% | Added |
| Endurance Wealth Management, Inc. | 1,220 | $82.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,165 | $81.7K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,208 | $81.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,205 | $81.2K | 0.02% | +4+0.3% | Added |
| Loomis Sayles & Co L P | 1,164 | $79.0K | 0.00% | −208−15.2% | Reduced |
| Parkside Financial Bank & Trust | 1,165 | $78.6K | 0.02% | +465+66.4% | Added |
| Washington Trust Advisors, Inc. | 1,149 | $77.5K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,123 | $76.0K | 0.03% | +8+0.7% | Added |
| CVA Family Office, LLC | 1,120 | $75.5K | 0.02% | +20+1.8% | Added |
| NVWM, LLC | 1,053 | $71.5K | 0.02% | +29+2.8% | Added |
| North Star Investment Management Corp. | 1,056 | $71.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,041 | $71.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,041 | $70.7K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $69.5K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,016 | $68.5K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,000 | $67.0K | 0.01% | +1,000 | New |
| Beaird Harris Wealth Management, LLC | 964 | $65.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 966 | $65.0K | 0.02% | −90−8.5% | Reduced |
| Ancora Advisors, LLC | 960 | $64.7K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $64.5K | 0.26% | 00.0% | Unchanged |
| Centennial Bank | 947 | $63.9K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 937 | $63.0K | 0.04% | +7+0.8% | Added |
| Focused Wealth Management, Inc | 881 | $59.4K | 0.01% | +831+1,662.0% | Added |
| Clearstead Advisors, LLC | 843 | $56.9K | 0.00% | −503−37.4% | Reduced |
| Glassman Wealth Services | 832 | $56.1K | 0.01% | +58+7.5% | Added |
| Quent Capital, LLC | 828 | $55.8K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $55.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 801 | $54.0K | 0.02% | +62+8.4% | Added |
| Hoese & Co LLP | 836 | $54.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $54.0K | 0.03% | −8−1.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 800 | $54.0K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $54.0K | 0.01% | +800 | New |
| EverSource Wealth Advisors, LLC | 768 | $51.8K | 0.01% | −178−18.8% | Reduced |
| Emfo, LLC | 745 | $50.2K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 746 | $50.0K | 0.04% | −306−29.1% | Reduced |
| BDO Wealth Advisors, LLC | 741 | $50.0K | 0.01% | −147−16.6% | Reduced |
| Massmutual Trust Co FSB | 725 | $48.9K | 0.00% | +373+106.0% | Added |
| Piscataqua Savings Bank | 696 | $46.9K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 672 | $45.3K | 0.01% | −81−10.8% | Reduced |
| Hallmark Capital Management Inc | 671 | $45.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 668 | $45.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 670 | $45.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 663 | $45.0K | 0.01% | +24+3.8% | Added |
| Lowe Wealth Advisors, LLC | 658 | $44.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 644 | $43.4K | 0.03% | +644 | New |
| Desjardins Global Asset Management Inc. | 624 | $42.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 623 | $42.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 624 | $42.0K | 0.04% | +5+0.8% | Added |
| Slocum, Gordon & Co LLP | 622 | $41.9K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 617 | $41.6K | 0.02% | −36−5.5% | Reduced |
| Crewe Advisors LLC | 601 | $40.5K | 0.01% | −44−6.8% | Reduced |
| West Branch Capital LLC | 575 | $38.8K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 567 | $38.2K | 0.02% | +1+0.2% | Added |
| Pinebridge Investments, L.P. | 539 | $36.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 533 | $36.0K | 0.00% | +3+0.6% | Added |
| Quarry LP | 532 | $35.9K | 0.02% | +284+114.5% | Added |
| Luken Investment Analytics, LLC | 526 | $35.5K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $35.0K | 0.02% | +500 | New |
| New Hampshire Trust | 510 | $34.4K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 502 | $34.0K | 0.00% | −30−5.6% | Reduced |
| Gs Investments, Inc. | 504 | $34.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $33.7K | 0.01% | −500−50.0% | Reduced |
| Pinnacle Financial Partners Inc | 500 | $33.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $33.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $33.3K | 0.03% | +494 | New |
| Westside Investment Management, Inc. | 492 | $33.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 481 | $32.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 481 | $32.4K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 415 | $29.2K | 0.01% | +74+21.7% | Added |
| MV Capital Management, Inc. | 431 | $29.1K | 0.00% | +86+24.9% | Added |
| Resurgent Financial Advisors LLC | 425 | $28.7K | 0.02% | +425 | New |
| Lumature Wealth Partners, LLC | 412 | $27.8K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $27.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 405 | $27.3K | 0.00% | +3+0.7% | Added |
| Old North State Trust, LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $27.0K | 0.01% | +400 | New |
| Armstrong Advisory Group, Inc | 380 | $25.6K | 0.00% | −111−22.6% | Reduced |
| Graham Capital Wealth Management, LLC | 358 | $24.1K | 0.03% | +358 | New |
| Pin Oak Investment Advisors Inc | 353 | $24.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 329 | $22.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 328 | $22.1K | 0.00% | −99−23.2% | Reduced |
| Earnest Partners LLC | 327 | $22.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $21.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 310 | $20.9K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 304 | $20.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 289 | $19.5K | 0.00% | +14+5.1% | Added |
| Bangor Savings Bank | 286 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 282 | $19.0K | 0.01% | −27−8.7% | Reduced |