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 |
|---|---|---|---|---|---|
| Lewis Capital Management, LLC | 6,302 | $391.8K | 0.56% | 00.0% | Unchanged |
| MQS Management LLC | 6,348 | $394.7K | 0.27% | +506+8.7% | Added |
| Kestra Private Wealth Services, LLC | 6,385 | $397.0K | 0.01% | +933+17.1% | Added |
| Donaldson Capital Management, LLC | 6,388 | $397.2K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,403 | $398.1K | 0.20% | −7,304−53.3% | Reduced |
| Planning Center, Inc. | 6,403 | $398.1K | 0.10% | +17+0.3% | Added |
| Townsend & Associates, Inc | 6,129 | $398.1K | 0.10% | +6+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 6,415 | $398.8K | 0.07% | +6,415 | New |
| Ballast Advisors LLC | 6,445 | $400.7K | 0.15% | −92−1.4% | Reduced |
| Proequities, Inc. | 6,450 | $404.4K | 0.03% | +297+4.8% | Added |
| Baker Tilly Wealth Management, LLC | 6,570 | $408.5K | 0.04% | −633−8.8% | Reduced |
| United Capital Financial Advisers, LLC | 6,588 | $409.6K | 0.00% | −5,202−44.1% | Reduced |
| Rosenberg Matthew Hamilton | 6,619 | $411.5K | 0.14% | +71+1.1% | Added |
| Csenge Advisory Group | 6,624 | $411.8K | 0.03% | −115−1.7% | Reduced |
| Cigna Investments Inc | 6,634 | $413.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,698 | $416.4K | 0.01% | +784+13.3% | Added |
| Old Second National Bank of Aurora | 6,698 | $416.4K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,785 | $421.8K | 0.02% | −320−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 6,803 | $422.9K | 0.04% | +6,803 | New |
| AlphaStar Capital Management, LLC | 6,848 | $425.7K | 0.05% | +1,883+37.9% | Added |
| GPS Wealth Strategies Group, LLC | 6,860 | $426.5K | 0.08% | +755+12.4% | Added |
| Clarius Group, LLC | 6,866 | $426.9K | 0.03% | +395+6.1% | Added |
| Spire Wealth Management | 6,893 | $428.5K | 0.02% | −344−4.8% | Reduced |
| Investment Management Corp of Ontario | 6,936 | $431.2K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 6,980 | $433.9K | 0.05% | −702−9.1% | Reduced |
| Symmetry Partners, LLC | 7,090 | $441.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,112 | $442.1K | 0.01% | +1,117+18.6% | Added |
| EP Wealth Advisors, LLC | 889 | $442.2K | 0.01% | −21,653−96.1% | Reduced |
| HighMark Wealth Management LLC | 7,140 | $443.9K | 0.33% | +20.0% | Added |
| Stratos Wealth Partners, LTD. | 7,144 | $444.2K | 0.01% | +955+15.4% | Added |
| Affiance Financial, LLC | 7,162 | $445.3K | 0.22% | +137+2.0% | Added |
| Fund Management at Engine No. 1 LLC | 7,168 | $445.6K | 0.08% | +537+8.1% | Added |
| SNS Financial Group, LLC | 7,141 | $447.6K | 0.06% | −6−0.1% | Reduced |
| Horizon Investments, LLC | 7,264 | $451.6K | 0.01% | +627+9.4% | Added |
| Aspen Wealth Strategies, LLC | 7,305 | $454.2K | 0.34% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,367 | $458.0K | 0.02% | −495−6.3% | Reduced |
| Romano Brothers and Company | 7,376 | $458.6K | 0.07% | −388−5.0% | Reduced |
| International Assets Investment Management, LLC | 27,085 | $459.6K | 0.06% | +27,085 | New |
| Garde Capital, Inc. | 7,400 | $460.0K | 0.04% | +5,378+266.0% | Added |
| Allworth Financial LP | 7,408 | $460.6K | 0.00% | +264+3.7% | Added |
| First Commonwealth Financial Corp | 7,455 | $463.5K | 0.15% | −601−7.5% | Reduced |
| Checchi Capital Advisers, LLC | 7,459 | $463.7K | 0.04% | −244−3.2% | Reduced |
| Ossiam | 7,459 | $463.7K | 0.01% | +7,459 | New |
| Ingalls & Snyder LLC | 7,498 | $466.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,524 | $467.8K | 0.01% | −894−10.6% | Reduced |
| Midwest Professional Planners, LTD. | 7,588 | $471.8K | 0.21% | +461+6.5% | Added |
| Level Four Advisory Services, LLC | 7,595 | $472.2K | 0.03% | +3,027+66.3% | Added |
| Thomas White International Ltd | 7,608 | $473.0K | 0.10% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 7,668 | $476.7K | 0.09% | −310−3.9% | Reduced |
| SFMG, LLC | 7,674 | $477.1K | 0.05% | −500−6.1% | Reduced |
| Aveo Capital Partners, LLC | 7,689 | $478.0K | 0.06% | −8,535−52.6% | Reduced |
| Alberta Investment Management Corp | 7,700 | $478.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,722 | $484.0K | 0.22% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,788 | $484.2K | 0.01% | +69+0.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 7,843 | $487.6K | 0.02% | +7,843 | New |
| Krane Funds Advisors LLC | 7,851 | $488.0K | 0.03% | +313+4.2% | Added |
| Welch Group, LLC | 7,990 | $496.7K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,002 | $497.5K | 0.01% | −1,370−14.6% | Reduced |
| Argent Trust Co | 8,022 | $498.7K | 0.03% | +1,154+16.8% | Added |
| Ballentine Partners, LLC | 8,046 | $500.2K | 0.01% | +3,155+64.5% | Added |
| Sumitomo Life Insurance Co | 8,080 | $502.3K | 0.02% | −762−8.6% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $503.6K | 0.02% | 00.0% | Unchanged |
| JSF Financial, LLC | 8,133 | $505.6K | 0.18% | +146+1.8% | Added |
| Meeder Advisory Services, Inc. | 8,208 | $510.3K | 0.05% | +151+1.9% | Added |
| Veriti Management LLC | 8,226 | $511.4K | 0.06% | +1,351+19.7% | Added |
| Parsons Capital Management Inc | 8,262 | $513.8K | 0.04% | +170+2.1% | Added |
| Fiduciary Alliance LLC | 8,307 | $516.5K | 0.11% | 00.0% | Unchanged |
| Aviva PLC | 8,354 | $519.4K | 0.00% | +343+4.3% | Added |
| Stock Yards Bank & Trust Co | 8,365 | $520.1K | 0.02% | −39−0.5% | Reduced |
| Access Financial Services, Inc. | 8,473 | $526.8K | 0.31% | +40.0% | Added |
| West Family Investments, Inc. | 8,502 | $528.6K | 0.21% | +3,392+66.4% | Added |
| Central Trust Co | 8,511 | $529.1K | 0.01% | −342−3.9% | Reduced |
| Aptus Capital Advisors, LLC | 8,575 | $533.1K | 0.02% | +551+6.9% | Added |
| ICA Group Wealth Management, LLC | 8,599 | $534.6K | 0.13% | −12,142−58.5% | Reduced |
| Bigelow Investment Advisors, LLC | 8,615 | $535.6K | 0.29% | +108+1.3% | Added |
| Oarsman Capital, Inc. | 8,672 | $539.1K | 0.24% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,697 | $540.7K | 0.01% | +231+2.7% | Added |
| Stonebridge Capital Advisors LLC | 8,736 | $543.1K | 0.06% | −146−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 8,783 | $546.0K | 0.01% | +22+0.3% | Added |
| FineMark National Bank & Trust | 8,821 | $548.4K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 8,887 | $552.5K | 0.04% | −278−3.0% | Reduced |
| Carret Asset Management, LLC | 8,889 | $552.6K | 0.07% | −200−2.2% | Reduced |
| Coldstream Capital Management Inc | 8,914 | $554.2K | 0.02% | +350+4.1% | Added |
| Wellington Management Group LLP | 9,000 | $559.5K | 0.00% | −1,280−12.5% | Reduced |
| Cetera Advisors LLC | 9,006 | $559.9K | 0.01% | −402−4.3% | Reduced |
| Gateway Investment Advisers LLC | 9,085 | $564.8K | 0.01% | −74−0.8% | Reduced |
| Advisory Services Network, LLC | 9,090 | $565.1K | 0.02% | +212+2.4% | Added |
| Laraway Financial Inc | 9,185 | $571.1K | 0.56% | +7+0.1% | Added |
| Prospera Financial Services Inc | 9,200 | $572.0K | 0.02% | −278−2.9% | Reduced |
| FDx Advisors, Inc. | 9,231 | $574.0K | 0.03% | +4,037+77.7% | Added |
| Perigon Wealth Management, LLC | 9,270 | $576.3K | 0.02% | −100−1.1% | Reduced |
| Chiron Investment Management, LLC | 9,411 | $585.1K | 0.16% | +9,411 | New |
| Qtron Investments LLC | 9,412 | $585.1K | 0.11% | +3,089+48.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,417 | $585.5K | 0.01% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 9,461 | $588.2K | 0.19% | −752−7.4% | Reduced |
| Moody National Bank Trust Division | 9,463 | $588.3K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,477 | $589.2K | 0.00% | +489+5.4% | Added |
| Farmers & Merchants Investments Inc | 9,560 | $594.3K | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 9,563 | $595.0K | 0.21% | 00.0% | Unchanged |
| Sciencast Management LP | 9,537 | $603.0K | 0.49% | +9,537 | New |