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Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in Xcel Energy Inc as of Jun 30, 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
963
−5 vs. Q1 2023
Shares held
426.7M
−3.39M (−0.8%) vs. Q1 2023
Total value
$26.5B
−$2.48B (−8.5%) vs. Q1 2023
New holders
91
337 more added
Sold out
96
335 more reduced

4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 963 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ2 2023: $26.5B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2023.

Institutions holding XEL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cutler Group LP10$00.00%−106−91.4%Reduced
Avion Wealth16$00.00%+1+6.7%Added
Psagot Value Holdings Ltd. / (Israel)2$00.00%−7−77.8%Reduced
Lee Financial Co0$260.00%−50−100.0%Reduced
Kayne Anderson Rudnick Investment Management LLC1$620.00%00.0%Unchanged
Baystate Wealth Management LLC1$630.00%00.0%Unchanged
Crewe Advisors LLC3$1870.00%−598−99.5%Reduced
Perritt Capital Management Inc6$3730.00%+6New
Logan Capital Management Inc7$4350.00%00.0%Unchanged
USA Financial Portformulas Corp7$4350.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group7$4350.00%+7New
Impact Partnership Wealth, LLC7$4350.00%+7New
True Wealth Design, LLC7$4360.00%00.0%Unchanged
25 LLC8$5150.00%+8New
Sofos Investments, Inc.62$6750.00%+62New
TFC Financial Management11$6840.00%00.0%Unchanged
Column Capital Advisors, LLC14$8700.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.10$1.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.17$1.06K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC19$1.17K0.00%+19New
Grove Bank & Trust20$1.24K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC22$1.37K0.00%+22New
SJS Investment Consulting Inc.25$1.55K0.00%−4−13.8%Reduced
Trifecta Capital Advisors, LLC28$1.74K0.00%00.0%Unchanged
First Personal Financial Services29$1.80K0.00%+29New
Anchor Investment Management, LLC31$1.93K0.00%00.0%Unchanged
Beacon Capital Management, LLC32$1.99K0.00%−36−52.9%Reduced
Bollard Group LLC35$2.00K0.00%+35New
Bradley & Co. Private Wealth Management, LLC35$2.18K0.00%00.0%Unchanged
Disciplined Investments, LLC35$2.18K0.00%+1+2.9%Added
MCF Advisors LLC39$2.42K0.00%00.0%Unchanged
Tortoise Investment Management, LLC39$2.42K0.00%00.0%Unchanged
Oakworth Capital, Inc.40$2.49K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.40$2.49K0.00%+40New
Sound Income Strategies, LLC43$2.67K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC44$2.73K0.00%+44New
DT Investment Partners, LLC45$2.83K0.00%00.0%Unchanged
Ridgewood Investments LLC49$3.05K0.00%00.0%Unchanged
Focused Wealth Management, Inc50$3.11K0.00%−831−94.3%Reduced
Raffa Wealth Management, LLC57$3.54K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC65$4.04K0.00%00.0%Unchanged
West Paces Advisors Inc.66$4.10K0.00%−13−16.5%Reduced
Cornerstone Planning Group LLC66$4.10K0.00%+66New
Pittenger & Anderson Inc72$4.48K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC75$4.66K0.00%00.0%Unchanged
Aspire Private Capital, LLC77$4.79K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP79$4.91K0.00%+6+8.2%Added
Abound Wealth Management81$5.04K0.00%00.0%Unchanged
Horizons Wealth Management89$5.53K0.00%+41+85.4%Added
Key Financial Inc89$5.53K0.00%+89New
Duncker Streett & Co Inc100$6.22K0.00%−100−50.0%Reduced
Red Tortoise LLC102$6.34K0.00%+7+7.4%Added
Atlas Capital Advisors LLC108$6.71K0.00%00.0%Unchanged
Coastal Capital Group, Inc.124$7.71K0.00%+1+0.8%Added
ORG Partners LLC122$8.05K0.00%+122New
CarsonAllaria Wealth Management, Ltd.131$8.15K0.01%+1+0.8%Added
Carolinas Wealth Consulting LLC142$8.91K0.00%+2+1.4%Added
GW&K Investment Management, LLC154$10.0K0.00%+154New
AXS Investments LLC166$10.3K0.00%−102−38.1%Reduced
Kelly Financial Services LLC170$10.6K0.01%00.0%Unchanged
Valley National Advisers Inc170$11.0K0.00%+1+0.6%Added
Core Alternative Capital190$11.8K0.00%+18+10.5%Added
Desjardins Global Asset Management Inc.191$11.9K0.00%−433−69.4%Reduced
Bell Investment Advisors, Inc191$11.9K0.00%+89+87.3%Added
Koesten, Hirschmann & Crabtree, INC.192$11.9K0.01%00.0%Unchanged
Clear Street Markets LLC186$12.0K0.00%+186New
PCA Investment Advisory Services Inc.194$12.1K0.01%+194New
WealthPLAN Partners, LLC200$12.4K0.00%+200New
Stuart Chaussee & Associates, Inc.202$12.6K0.00%00.0%Unchanged
Atlantic Trust, LLC209$13.0K0.00%00.0%Unchanged
First Command Bank225$14.0K0.00%+225New
First Command Financial Services, Inc.225$14.0K0.00%+225New
Safeguard Financial, LLC234$14.0K0.01%+234New
Global Wealth Strategies & Associates228$14.2K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC230$14.3K0.00%00.0%Unchanged
Atticus Wealth Management, LLC230$14.3K0.01%00.0%Unchanged
Nemes Rush Group LLC231$14.4K0.00%+231New
Horan Securities, Inc.235$14.6K0.01%00.0%Unchanged
Princeton Global Asset Management LLC250$15.5K0.00%00.0%Unchanged
Carmel Capital Partners, LLC250$15.5K0.01%00.0%Unchanged
Tyler-Stone Wealth Management250$16.0K0.01%+250New
Country Trust Bank259$16.1K0.00%00.0%Unchanged
Annapolis Financial Services, LLC259$16.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC261$16.2K0.00%−28−9.7%Reduced
Bangor Savings Bank267$16.6K0.00%−19−6.6%Reduced
Sutton Wealth Advisors Inc.275$17.1K0.01%−7−2.5%Reduced
Catalyst Capital Advisors LLC303$18.8K0.00%−25−7.6%Reduced
DB Wealth Management Group, LLC304$18.9K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.310$19.3K0.01%00.0%Unchanged
Webster Bank, N. A.325$20.2K0.00%00.0%Unchanged
Earnest Partners LLC327$20.3K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt329$20.6K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA350$21.8K0.01%+350New
Union Savings Bank347$21.8K0.01%+347New
Pin Oak Investment Advisors Inc353$22.0K0.02%00.0%Unchanged
Armstrong Advisory Group, Inc380$23.6K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC400$24.9K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.400$25.4K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC410$25.5K0.01%00.0%Unchanged
Lumature Wealth Partners, LLC412$25.6K0.02%00.0%Unchanged