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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| N.E.W. Advisory Services LLC | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| W.H. Cornerstone Investments Inc. | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,401−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −3,277−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −3,222−100.0% | Sold out |
| Sharkey, Howes & Javer | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −3,201−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,126−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Compass Financial Group, INC | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,013−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Ledge Wealth Management, Inc. | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Stillwater Investment Management, LLC | – | – | – | – | Not filed |
| Old Port Advisors | – | – | – | – | Not filed |
| Catalyst Wealth Management, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |