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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 2,141 | $133.1K | 0.02% | −25−1.2% | Reduced |
| Versant Capital Management, Inc | 2,143 | $133.2K | 0.04% | −10.0% | Reduced |
| WFA Asset Management Corp | 2,203 | $136.9K | 0.08% | +16+0.7% | Added |
| Colonial Trust Co | 2,321 | $142.3K | 0.03% | −155−6.3% | Reduced |
| Wolff Wiese Magana LLC | 2,290 | $142.4K | 0.11% | +8+0.4% | Added |
| Washington Trust Co | 2,328 | $144.7K | 0.01% | −60−2.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $147.7K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,417 | $150.0K | 0.02% | −25−1.0% | Reduced |
| Ostrum Asset Management | 2,478 | $154.1K | 0.01% | +3+0.1% | Added |
| Founders Capital Management | 2,500 | $155.4K | 0.11% | 00.0% | Unchanged |
| Motco | 2,517 | $156.5K | 0.01% | +251+11.1% | Added |
| Riverview Trust Co | 2,543 | $158.1K | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 2,680 | $166.6K | 0.02% | −2,859−51.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,703 | $168.0K | 0.03% | +1,264+87.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,714 | $168.7K | 0.00% | +6+0.2% | Added |
| Smithfield Trust Co | 2,740 | $170.0K | 0.01% | −20−0.7% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $180.6K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,941 | $182.8K | 0.02% | −62−2.1% | Reduced |
| Sunbelt Securities, Inc. | 3,007 | $186.9K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,142 | $187.6K | 0.01% | +32+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 3,055 | $190.0K | 0.01% | −7−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,137 | $195.0K | 0.01% | +3,137 | New |
| Segment Wealth Management, LLC | 3,229 | $200.7K | 0.02% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 3,238 | $201.3K | 0.07% | +19+0.6% | Added |
| Chilton Capital Management LLC | 3,247 | $201.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,261 | $203.0K | 0.00% | +744+29.6% | Added |
| Morningstar Investment Management LLC | 3,268 | $203.0K | 0.03% | +3,268 | New |
| FFT Wealth Management LLC | 3,271 | $203.4K | 0.03% | −40−1.2% | Reduced |
| Stephens Inc | 3,281 | $204.0K | 0.00% | +174+5.6% | Added |
| Fairfield, Bush & Co. | 3,305 | $205.5K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,307 | $205.6K | 0.04% | −24−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 3,316 | $206.2K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 3,321 | $206.5K | 0.10% | +3,321 | New |
| Pitcairn Co | 3,324 | $206.7K | 0.02% | +218+7.0% | Added |
| Howe & Rusling Inc | 3,336 | $207.4K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 3,337 | $207.5K | 0.02% | +113+3.5% | Added |
| Financial Perspectives, Inc | 3,344 | $207.9K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,346 | $208.0K | 0.04% | +3,346 | New |
| Boston Trust Walden Corp | 3,347 | $208.1K | 0.00% | +3,347 | New |
| Ronald Blue Trust, Inc. | 3,118 | $210.0K | 0.00% | −3,045−49.4% | Reduced |
| McClarren Financial Advisors, Inc. | 3,386 | $210.0K | 0.17% | +25+0.7% | Added |
| Institutional & Family Asset Management, LLC | 3,383 | $210.3K | 0.03% | +21+0.6% | Added |
| Peoples Financial Services Corp. | 3,400 | $211.4K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,408 | $211.9K | 0.00% | −825−19.5% | Reduced |
| Golden State Equity Partners | 3,447 | $214.3K | 0.06% | +211+6.5% | Added |
| Fulton Bank, N.A. | 3,461 | $215.2K | 0.01% | −206−5.6% | Reduced |
| David Loasby | 3,386 | $215.9K | 0.02% | −139−3.9% | Reduced |
| STF Management LP | 3,473 | $215.9K | 0.23% | −2,862−45.2% | Reduced |
| Meritage Group LP | 3,471 | $216.0K | 0.01% | +222+6.8% | Added |
| Tealwood Asset Management Inc | 3,496 | $217.0K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 3,526 | $219.2K | 0.00% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,538 | $220.0K | 0.18% | −61−1.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 3,538 | $220.0K | 0.06% | +3,538 | New |
| Penserra Capital Management LLC | 3,568 | $220.0K | 0.00% | +3,538+11,793.3% | Added |
| Horizon Investment Services, LLC | 3,549 | $220.6K | 0.13% | −83−2.3% | Reduced |
| CoreFirst Bank & Trust | 3,559 | $221.3K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,576 | $222.3K | 0.01% | −5,067−58.6% | Reduced |
| Sentry Investment Management LLC | 3,588 | $223.0K | 0.08% | +3,588 | New |
| Fortis Group Advisors, LLC | 3,588 | $223.1K | 0.06% | −244−6.4% | Reduced |
| Triumph Capital Management | 3,590 | $223.2K | 0.10% | +100+2.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,657 | $227.4K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 3,671 | $228.0K | 0.01% | −1,968−34.9% | Reduced |
| Lazari Capital Management, Inc. | 3,683 | $229.0K | 0.13% | +3,683 | New |
| Sound View Wealth Advisors Group, LLC | 3,688 | $229.3K | 0.03% | +86+2.4% | Added |
| First Heartland Consultants, Inc. | 3,697 | $229.8K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,699 | $230.0K | 0.03% | +122+3.4% | Added |
| Aureus Asset Management, LLC | 3,720 | $231.3K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 3,725 | $231.6K | 0.05% | −500−11.8% | Reduced |
| Bank of Hawaii | 3,734 | $232.1K | 0.01% | −31−0.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,742 | $232.6K | 0.03% | +221+6.3% | Added |
| Accel Wealth Management | 3,769 | $234.3K | 0.13% | −45−1.2% | Reduced |
| Austin Private Wealth, LLC | 3,823 | $237.7K | 0.03% | +264+7.4% | Added |
| Woodmont Investment Counsel LLC | 3,825 | $237.8K | 0.02% | −50−1.3% | Reduced |
| RNC Capital Management LLC | 3,828 | $238.0K | 0.01% | +767+25.1% | Added |
| Quadrant Capital Group LLC | 3,837 | $238.8K | 0.02% | −446−10.4% | Reduced |
| Keel Point, LLC | 3,850 | $239.4K | 0.03% | +485+14.4% | Added |
| Chesley Taft & Associates LLC | 3,851 | $239.4K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 3,872 | $240.7K | 0.03% | −792−17.0% | Reduced |
| UniSuper Management Pty Ltd | 3,900 | $242.5K | 0.00% | +3,900 | New |
| Wade G W & Inc | 3,911 | $243.0K | 0.01% | +25+0.6% | Added |
| Kapitalo Investimentos Ltda | 3,923 | $243.9K | 0.05% | +3,923 | New |
| Conning Inc. | 3,945 | $245.3K | 0.01% | −640−14.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $246.1K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $247.4K | 0.02% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $247.7K | 0.07% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,984 | $248.0K | 0.12% | +17+0.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $248.7K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $248.7K | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,009 | $249.3K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,033 | $250.7K | 0.06% | −855−17.5% | Reduced |
| Glenview Trust Co | 4,057 | $252.2K | 0.01% | +127+3.2% | Added |
| Strategy Asset Managers LLC | 4,076 | $253.4K | 0.06% | +95+2.4% | Added |
| Vident Investment Advisory, LLC | 4,088 | $254.5K | 0.01% | −110−2.6% | Reduced |
| First Business Financial Services, Inc. | 4,113 | $255.7K | 0.03% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,978 | $255.9K | 0.10% | −86−2.1% | Reduced |
| Boston Partners | 4,131 | $256.8K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 4,200 | $261.1K | 0.00% | −13−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,201 | $261.2K | 0.01% | +655+18.5% | Added |
| Simon Quick Advisors, LLC | 4,208 | $261.6K | 0.02% | +15+0.4% | Added |
| Chesapeake Wealth Management | 4,212 | $261.9K | 0.10% | −750−15.1% | Reduced |