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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 415 | $25.8K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 440 | $27.4K | 0.02% | +15+3.5% | Added |
| Covestor Ltd | 444 | $28.0K | 0.02% | −302−40.5% | Reduced |
| MV Capital Management, Inc. | 479 | $29.8K | 0.00% | +48+11.1% | Added |
| Cambridge Trust Co | 481 | $29.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 481 | $30.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 492 | $30.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $30.7K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 502 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 500 | $31.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $31.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $31.1K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 504 | $31.3K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 515 | $32.0K | 0.00% | −18−3.4% | Reduced |
| Luken Investment Analytics, LLC | 526 | $32.7K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 575 | $35.7K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 592 | $37.1K | 0.02% | −25−4.1% | Reduced |
| EverSource Wealth Advisors, LLC | 598 | $37.2K | 0.00% | −170−22.1% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $37.3K | 0.03% | −22−3.5% | Reduced |
| Itau Unibanco Holding S.A. | 601 | $37.4K | 0.00% | +601 | New |
| China Universal Asset Management Co., Ltd. | 621 | $38.9K | 0.01% | +455+274.1% | Added |
| Capital Advisors, Ltd. LLC | 629 | $39.0K | 0.01% | −34−5.1% | Reduced |
| TSFG, LLC | 629 | $39.0K | 0.01% | +6+1.0% | Added |
| Creative Financial Designs Inc | 641 | $39.9K | 0.00% | +236+58.3% | Added |
| Lowe Wealth Advisors, LLC | 658 | $40.9K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $41.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 672 | $41.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 673 | $41.8K | 0.01% | +5+0.7% | Added |
| Ulland Investment Advisors, LLC | 670 | $42.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 696 | $43.3K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 700 | $44.0K | 0.02% | +76+12.2% | Added |
| Eagle Bay Advisors LLC | 733 | $45.6K | 0.03% | −872−54.3% | Reduced |
| Emfo, LLC | 745 | $46.3K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 765 | $47.6K | 0.00% | +40+5.5% | Added |
| Avalon Trust Co | 800 | $49.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $49.7K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $50.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 828 | $51.5K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $52.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 841 | $52.3K | 0.01% | +100+13.5% | Added |
| Glassman Wealth Services | 846 | $52.6K | 0.01% | +14+1.7% | Added |
| Whittier Trust Co of Nevada Inc | 851 | $52.9K | 0.00% | −800−48.5% | Reduced |
| Pinebridge Investments, L.P. | 908 | $56.5K | 0.00% | +369+68.5% | Added |
| Loomis Sayles & Co L P | 935 | $58.0K | 0.00% | −229−19.7% | Reduced |
| Centennial Bank | 947 | $58.9K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 944 | $59.0K | 0.04% | +7+0.7% | Added |
| Insight Financial Services | 956 | $59.4K | 0.15% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $59.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $59.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 983 | $61.1K | 0.01% | −137−12.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,016 | $63.2K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $64.0K | 0.01% | −119−10.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $64.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,022 | $64.1K | 0.02% | −2,274−69.0% | Reduced |
| NVWM, LLC | 1,053 | $65.5K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,056 | $65.6K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,072 | $66.6K | 0.02% | +271+33.8% | Added |
| West Tower Group, LLC | 1,112 | $69.1K | 0.05% | +1,112 | New |
| Winch Advisory Services, LLC | 1,132 | $70.0K | 0.03% | +9+0.8% | Added |
| Financial Management Professionals, Inc. | 1,190 | $74.0K | 0.01% | −40−3.3% | Reduced |
| Trust Co of Vermont | 1,208 | $75.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,208 | $75.1K | 0.04% | +564+87.6% | Added |
| SOA Wealth Advisors, LLC. | 1,208 | $75.1K | 0.02% | +3+0.2% | Added |
| Parkside Financial Bank & Trust | 1,214 | $75.4K | 0.02% | +49+4.2% | Added |
| Endurance Wealth Management, Inc. | 1,220 | $76.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,241 | $77.8K | 0.00% | +200+19.2% | Added |
| Bartlett & Co. LLC | 1,241 | $78.0K | 0.00% | +200+19.2% | Added |
| V-Square Quantitative Management LLC | 1,256 | $78.1K | 0.06% | +1,256 | New |
| Caldwell Trust Co | 1,284 | $79.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,165 | $81.7K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,316 | $82.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,378 | $85.7K | 0.01% | +535+63.5% | Added |
| Banque Cantonale Vaudoise | 1,423 | $88.0K | 0.00% | −17,487−92.5% | Reduced |
| Dividend Assets Capital, LLC | 1,460 | $91.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,469 | $91.3K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,500 | $93.3K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,511 | $93.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1,578 | $98.1K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,585 | $98.5K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,586 | $98.6K | 0.01% | +1,586 | New |
| Park Place Capital Corp | 1,601 | $99.5K | 0.03% | +105+7.0% | Added |
| Arlington Partners LLC | 1,601 | $99.5K | 0.02% | +1,576+6,304.0% | Added |
| Pinnacle Bancorp, Inc. | 1,617 | $100.5K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $101.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $105.0K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 1,700 | $105.7K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $106.5K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,749 | $108.7K | 0.03% | −107−5.8% | Reduced |
| Hanson & Doremus Investment Management | 1,750 | $109.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,781 | $110.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $111.9K | 0.13% | 00.0% | Unchanged |
| HM Payson & Co | 1,809 | $112.5K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,862 | $115.8K | 0.03% | +400+27.4% | Added |
| Kepos Capital LP | 1,918 | $119.0K | 0.02% | +1,918 | New |
| DuPont Capital Management Corp | 1,935 | $120.3K | 0.01% | −4,445−69.7% | Reduced |
| Farther Finance Advisors, LLC | 1,979 | $123.1K | 0.03% | +2+0.1% | Added |
| Rocky Mountain Advisers, LLC | 1,833 | $123.6K | 0.07% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,003 | $124.5K | 0.04% | +2,003 | New |
| Lindbrook Capital, LLC | 2,080 | $129.3K | 0.01% | −42−2.0% | Reduced |