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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 9,772 | $607.5K | 0.02% | −3,364−25.6% | Reduced |
| Gradient Investments LLC | 9,812 | $610.0K | 0.02% | −757−7.2% | Reduced |
| Wambolt & Associates, LLC | 9,848 | $612.2K | 0.22% | −1,010−9.3% | Reduced |
| National Asset Management, Inc. | 9,784 | $613.2K | 0.01% | +318+3.4% | Added |
| American State Bank (Iowa) | 9,920 | $616.7K | 0.43% | −67−0.7% | Reduced |
| Brown Advisory Inc | 9,999 | $621.6K | 0.00% | −463−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 10,092 | $627.4K | 0.13% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 10,114 | $628.8K | 0.02% | +86+0.9% | Added |
| Tokio Marine Asset Management Co Ltd | 10,168 | $632.1K | 0.04% | +325+3.3% | Added |
| Exchange Traded Concepts, LLC | 10,218 | $635.3K | 0.02% | −269−2.6% | Reduced |
| Everence Capital Management Inc | 9,744 | $636.0K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,237 | $636.4K | 0.01% | +476+4.9% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $651.5K | 0.13% | 00.0% | Unchanged |
| Shaker Investments LLC | 10,658 | $662.6K | 0.34% | −20−0.2% | Reduced |
| Pathstone Family Office, LLC | 10,256 | $668.2K | 0.01% | +3,787+58.5% | Added |
| Thompson Investment Management, Inc. | 10,899 | $677.6K | 0.11% | −700−6.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 11,054 | $687.0K | 0.03% | −758−6.4% | Reduced |
| Teza Capital Management LLC | 11,087 | $689.3K | 0.11% | +11,087 | New |
| Integrated Wealth Concepts LLC | 11,153 | $693.4K | 0.01% | +2,273+25.6% | Added |
| Fiduciary Trust Co | 11,330 | $704.4K | 0.01% | −1,002−8.1% | Reduced |
| Kenfarb & Co. | 11,345 | $705.3K | 0.61% | −290−2.5% | Reduced |
| Coastline Trust Co | 11,365 | $706.6K | 0.10% | −620−5.2% | Reduced |
| Emerald Advisors, LLC | 11,366 | $706.6K | 0.17% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $707.2K | 0.05% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,429 | $710.5K | 0.10% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,452 | $712.0K | 0.00% | +450+4.1% | Added |
| Chronos Wealth Management, LLC | 11,491 | $714.4K | 0.49% | 00.0% | Unchanged |
| Advisors Management Group Inc | 11,599 | $721.0K | 0.22% | +11+0.1% | Added |
| Marks Group Wealth Management, Inc | 11,674 | $725.8K | 0.09% | −1,664−12.5% | Reduced |
| Tradition Wealth Management, LLC | 11,741 | $730.0K | 0.09% | −264−2.2% | Reduced |
| Sawtooth Solutions, LLC | 11,774 | $732.0K | 0.02% | −5,927−33.5% | Reduced |
| Bleakley Financial Group, LLC | 11,805 | $733.9K | 0.02% | +2,690+29.5% | Added |
| Cahill Financial Advisors Inc | 11,828 | $735.4K | 0.12% | +429+3.8% | Added |
| KLCM Advisors, Inc. | 11,850 | $736.7K | 0.14% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,145 | $755.0K | 0.54% | +180+1.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,147 | $755.2K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 12,485 | $776.2K | 0.01% | +410+3.4% | Added |
| Dearborn Partners LLC | 12,486 | $776.3K | 0.03% | −1,110−8.2% | Reduced |
| Ieq Capital, LLC | 12,536 | $779.3K | 0.02% | +465+3.9% | Added |
| Great Valley Advisor Group, Inc. | 12,612 | $783.9K | 0.03% | −491−3.7% | Reduced |
| Mirabella Financial Services LLP | 12,669 | $787.6K | 0.09% | +12,669 | New |
| Finer Wealth Management, Inc. | 12,750 | $792.7K | 0.62% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,786 | $794.9K | 0.07% | −260−2.0% | Reduced |
| Pearl River Capital, LLC | 12,885 | $801.1K | 0.13% | +12,885 | New |
| Carlson Capital Management | 12,916 | $803.0K | 0.05% | −281−2.1% | Reduced |
| IHT Wealth Management, LLC | 12,942 | $804.6K | 0.04% | +2,931+29.3% | Added |
| Global Retirement Partners, LLC | 12,977 | $806.8K | 0.04% | +198+1.5% | Added |
| XTX Topco Ltd | 13,092 | $813.9K | 0.15% | +13,092 | New |
| Amarillo National Bank | 13,405 | $833.4K | 0.16% | +147+1.1% | Added |
| Procyon Private Wealth Partners, LLC | 13,521 | $840.6K | 0.11% | +3,795+39.0% | Added |
| MML Investors Services, LLC | 13,674 | $850.0K | 0.00% | +3,246+31.1% | Added |
| NovaPoint Capital, LLC | 13,794 | $857.6K | 0.32% | −99−0.7% | Reduced |
| Inceptionr LLC | 13,877 | $862.7K | 0.46% | −2,877−17.2% | Reduced |
| Toroso Investments, LLC | 14,093 | $876.0K | 0.03% | +2,966+26.7% | Added |
| Bell Bank | 14,264 | $886.8K | 0.09% | +1,186+9.1% | Added |
| SRS Capital Advisors, Inc. | 14,280 | $887.8K | 0.11% | +22+0.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,307 | $889.4K | 0.07% | −44−0.3% | Reduced |
| DeDora Capital, Inc. | 14,369 | $893.3K | 0.35% | +521+3.8% | Added |
| Tiaa, FSB | 14,484 | $900.5K | 0.00% | −354−2.4% | Reduced |
| Neuberger Berman Group LLC | 14,675 | $912.4K | 0.00% | −12,892−46.8% | Reduced |
| BerganKDV Wealth Management, LLC | 14,678 | $912.5K | 0.09% | −605−4.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,694 | $913.5K | 0.01% | −80−0.5% | Reduced |
| Bayesian Capital Management, LP | 14,865 | $924.2K | 0.10% | +14,865 | New |
| Advocate Group LLC | 15,022 | $933.9K | 0.21% | +244+1.7% | Added |
| Bessemer Group Inc | 15,033 | $934.0K | 0.00% | +9,796+187.1% | Added |
| Avantax Advisory Services, Inc. | 15,088 | $938.0K | 0.01% | −1,105−6.8% | Reduced |
| NorthRock Partners, LLC | 15,188 | $944.3K | 0.10% | −2,598−14.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 15,310 | $951.8K | 0.57% | +1,147+8.1% | Added |
| Bond & Devick Financial Network, Inc. | 15,574 | $968.2K | 0.60% | +30.0% | Added |
| Coastal Bridge Advisors, LLC | 15,597 | $969.7K | 0.24% | +15,597 | New |
| Sherbrooke Park Advisers LLC | 15,765 | $980.1K | 0.51% | −935−5.6% | Reduced |
| Cypress Capital Group | 15,825 | $983.8K | 0.14% | −3,418−17.8% | Reduced |
| Telemus Capital, LLC | 15,887 | $987.7K | 0.08% | −1,774−10.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.01M | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 16,244 | $1.01M | 0.05% | +2,331+16.8% | Added |
| Balyasny Asset Management LLC | 16,273 | $1.01M | 0.00% | +16,273 | New |
| Dechtman Wealth Management, LLC | 16,333 | $1.02M | 0.30% | +16,333 | New |
| WealthTrust Axiom LLC | 16,350 | $1.02M | 0.34% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,487 | $1.02M | 0.09% | +700+4.4% | Added |
| Tower Research Capital LLC (TRC) | 16,618 | $1.03M | 0.03% | −1,586−8.7% | Reduced |
| Oak Thistle LLC | 16,711 | $1.04M | 0.55% | +12,907+339.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,930 | $1.05M | 0.01% | −27,486−61.9% | Reduced |
| Empirical Finance, LLC | 16,942 | $1.05M | 0.08% | +1,995+13.3% | Added |
| Harvest Volatility Management LLC | 16,952 | $1.05M | 0.21% | −2,794−14.1% | Reduced |
| Glenmede Trust Co NA | 15,889 | $1.07M | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 17,335 | $1.08M | 0.03% | +17,335 | New |
| Northwestern Mutual Investment Management Company, LLC | 17,361 | $1.08M | 0.03% | +159+0.9% | Added |
| First Foundation Advisors | 17,413 | $1.08M | 0.05% | +643+3.8% | Added |
| Harbour Investments, Inc. | 17,419 | $1.08M | 0.05% | +24+0.1% | Added |
| First Western Trust Bank | 18,297 | $1.14M | 0.06% | −149−0.8% | Reduced |
| Sigma Planning Corp | 18,903 | $1.18M | 0.04% | −227−1.2% | Reduced |
| Geneos Wealth Management Inc. | 18,986 | $1.18M | 0.06% | +16,235+590.1% | Added |
| Ameritas Investment Partners, Inc. | 19,075 | $1.19M | 0.04% | −121−0.6% | Reduced |
| Veritable, L.P. | 19,256 | $1.20M | 0.02% | +1,013+5.6% | Added |
| Neo Ivy Capital Management | 19,317 | $1.20M | 0.63% | +19,317 | New |
| Huntington National Bank | 19,720 | $1.23M | 0.01% | −291−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,756 | $1.23M | 0.09% | +284+1.5% | Added |
| United Services Automobile Association | 19,880 | $1.24M | 0.04% | +7,967+66.9% | Added |
| Asset Dedication, LLC | 20,042 | $1.25M | 0.11% | +2,004+11.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,044 | $1.25M | 0.03% | +5,027+33.5% | Added |