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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 4,116 | $264.5K | 0.03% | +4,116 | New |
| Parallel Advisors, LLC | 4,255 | $264.5K | 0.01% | −90−2.1% | Reduced |
| South State Corp. | 4,268 | $265.3K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,282 | $266.2K | 0.03% | −814−16.0% | Reduced |
| Wealthsource Partners, LLC | 4,313 | $268.2K | 0.02% | −77−1.8% | Reduced |
| TCG Advisory Services, LLC | 4,316 | $268.3K | 0.05% | +4,316 | New |
| Wealth Alliance | 4,324 | $268.8K | 0.04% | −511−10.6% | Reduced |
| Eastern Bank | 4,350 | $270.4K | 0.01% | −47−1.1% | Reduced |
| Avestar Capital, LLC | 4,394 | $273.2K | 0.05% | −39−0.9% | Reduced |
| Jones Financial Companies LLLP | 4,411 | $274.2K | 0.00% | −1,679−27.6% | Reduced |
| Leverty Financial Group, LLC | 4,437 | $275.8K | 0.20% | −70−1.6% | Reduced |
| Quantum Financial Advisors, LLC | 4,442 | $276.2K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,452 | $276.8K | 0.01% | +4,452 | New |
| Seven Eight Capital, LP | 4,456 | $277.0K | 0.05% | −10,494−70.2% | Reduced |
| First Horizon Advisors, Inc. | 4,459 | $277.3K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,480 | $278.5K | 0.01% | +4,480 | New |
| EA Series Trust | 4,480 | $278.5K | 0.01% | +4,480 | New |
| Tradewinds, LLC. | 4,491 | $279.2K | 0.16% | +186+4.3% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $279.8K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,503 | $279.9K | 0.10% | +37+0.8% | Added |
| Balentine LLC | 4,521 | $281.1K | 0.01% | −4,231−48.3% | Reduced |
| RSM US Wealth Management LLC | 4,493 | $281.7K | 0.01% | +49+1.1% | Added |
| Lake Street Financial LLC | 4,531 | $281.7K | 0.05% | +59+1.3% | Added |
| Lincoln National Corp | 4,544 | $282.5K | 0.01% | −31−0.7% | Reduced |
| Sandy Spring Bank | 4,554 | $283.1K | 0.02% | +24+0.5% | Added |
| Destination Wealth Management | 4,558 | $283.4K | 0.01% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,566 | $283.8K | 0.03% | +34+0.8% | Added |
| Resolution Capital Ltd | 4,566 | $283.9K | 0.00% | +306+7.2% | Added |
| Headinvest, LLC | 4,767 | $284.6K | 0.06% | −350−6.8% | Reduced |
| Arvest Trust Co N A | 4,571 | $286.7K | 0.02% | +4,571 | New |
| Larson Financial Group LLC | 4,640 | $288.5K | 0.03% | −621−11.8% | Reduced |
| TD Private Client Wealth LLC | 4,689 | $291.5K | 0.01% | −70−1.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,715 | $293.0K | 0.04% | +4,715 | New |
| CWA Asset Management Group, LLC | 4,727 | $293.9K | 0.02% | −123−2.5% | Reduced |
| Altshuler Shaham Ltd | 4,741 | $294.7K | 0.01% | −1,723−26.7% | Reduced |
| Samalin Investment Counsel, LLC | 4,743 | $294.9K | 0.16% | +715+17.8% | Added |
| Wesbanco Bank Inc | 4,777 | $297.0K | 0.01% | +4,777 | New |
| Umb Bank N A | 4,780 | $297.2K | 0.00% | −112−2.3% | Reduced |
| Montag A & Associates Inc | 4,832 | $302.9K | 0.02% | +5+0.1% | Added |
| Benedetti & Gucer, Inc. | 4,873 | $303.0K | 0.16% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,860 | $305.0K | 0.02% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,907 | $305.1K | 0.08% | −1,296−20.9% | Reduced |
| Trillium Asset Management, LLC | 4,925 | $306.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $306.0K | 0.05% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,996 | $310.6K | 0.02% | −425−7.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,004 | $311.1K | 0.00% | −6−0.1% | Reduced |
| Adviser Investments LLC | 5,017 | $311.9K | 0.01% | −127−2.5% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $313.5K | 0.11% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 5,064 | $314.8K | 0.00% | +5,064 | New |
| CAPROCK Group, Inc. | 5,034 | $315.6K | 0.02% | +140+2.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,135 | $319.3K | 0.01% | −120−2.3% | Reduced |
| IFP Advisors, Inc | 11,461 | $320.8K | 0.02% | +178+1.6% | Added |
| E Fund Management Co., Ltd. | 5,162 | $321.0K | 0.03% | −755−12.8% | Reduced |
| Concord Wealth Partners | 5,195 | $323.0K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,206 | $323.7K | 0.04% | −133−2.5% | Reduced |
| Trust Co | 5,210 | $323.9K | 0.05% | +2,328+80.8% | Added |
| Jackson Creek Investment Advisors LLC | 5,209 | $324.0K | 0.13% | −1,043−16.7% | Reduced |
| Boston Private Wealth LLC | 5,216 | $324.3K | 0.01% | −763−12.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $325.3K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 5,252 | $326.5K | 0.02% | −292−5.3% | Reduced |
| Venture Visionary Partners LLC | 5,289 | $328.8K | 0.02% | −43−0.8% | Reduced |
| Alpha Family Trust | 5,330 | $331.4K | 0.23% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 5,334 | $331.6K | 0.21% | −550−9.3% | Reduced |
| PrairieView Partners, LLC | 5,382 | $334.0K | 0.04% | −196−3.5% | Reduced |
| Capital Investment Advisors, LLC | 5,374 | $334.1K | 0.01% | +13+0.2% | Added |
| James Hambro & Partners | 5,400 | $335.7K | 0.02% | −21−0.4% | Reduced |
| Nations Financial Group Inc, | 5,409 | $336.3K | 0.03% | −166−3.0% | Reduced |
| Centre Asset Management, LLC | 5,524 | $343.0K | 0.08% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,529 | $343.7K | 0.02% | +2,113+61.9% | Added |
| Eqis Capital Management, Inc. | 5,544 | $344.7K | 0.04% | +202+3.8% | Added |
| FSB Premier Wealth Management, Inc. | 5,594 | $347.8K | 0.19% | −77−1.4% | Reduced |
| Raymond James Trust N.A. | 5,594 | $348.0K | 0.01% | +59+1.1% | Added |
| Johnson Midwest Financial, LLC | 5,689 | $353.7K | 0.31% | +12+0.2% | Added |
| RDA Financial Network | 5,699 | $354.3K | 0.15% | +41+0.7% | Added |
| First National Bank Sioux Falls | 5,703 | $354.6K | 0.23% | −64−1.1% | Reduced |
| Brookstone Capital Management | 5,650 | $355.6K | 0.01% | −189−3.2% | Reduced |
| Boothbay Fund Management, LLC | 5,732 | $356.4K | 0.01% | +2,760+92.9% | Added |
| Alley Investment Management Company, LLC | 5,756 | $357.9K | 0.06% | −65−1.1% | Reduced |
| Heritage Trust Co | 5,849 | $363.6K | 0.05% | +582+11.0% | Added |
| Fundamentun, LLC | 5,855 | $364.0K | 0.06% | +1,016+21.0% | Added |
| Summit Financial, LLC | 5,814 | $364.4K | 0.03% | +5,814 | New |
| Harbour Investment Management LLC | 5,847 | $366.5K | 0.19% | 00.0% | Unchanged |
| First National Advisers, LLC | 5,909 | $367.0K | 0.34% | −394−6.3% | Reduced |
| Evergreen Capital Management LLC | 5,885 | $368.6K | 0.02% | +5,885 | New |
| Jefferies Financial Group Inc. | 5,987 | $372.2K | 0.01% | +5,987 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,008 | $373.5K | 0.02% | +465+8.4% | Added |
| Chicago Partners Investment Group LLC | 5,970 | $375.4K | 0.02% | −182−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 6,040 | $375.5K | 0.01% | +1,087+21.9% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $376.1K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 6,009 | $378.4K | 0.15% | +20+0.3% | Added |
| PEAK6 Investments LLC | 6,115 | $380.2K | 0.03% | −7,576−55.3% | Reduced |
| Integris Wealth Management, LLC | 6,135 | $381.4K | 0.13% | +20.0% | Added |
| Personal Cfo Solutions, LLC | 6,141 | $381.8K | 0.08% | +162+2.7% | Added |
| Old National Bancorp | 6,160 | $383.0K | 0.01% | +65+1.1% | Added |
| Nicollet Investment Management, Inc. | 6,156 | $383.0K | 0.17% | 00.0% | Unchanged |
| Charter Trust Co | 6,167 | $383.4K | 0.03% | −668−9.8% | Reduced |
| Spirit of America Management Corp | 6,200 | $385.5K | 0.09% | +3,200+106.7% | Added |
| Independent Advisor Alliance | 6,279 | $390.4K | 0.02% | +65+1.0% | Added |
| Nebula Research & Development LLC | 6,290 | $391.0K | 0.30% | +6,290 | New |
| CFM Wealth Partners LLC | 6,300 | $391.7K | 0.10% | 00.0% | Unchanged |