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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 20,120 | $1.25M | 0.11% | +20,120 | New |
| Accredited Investors Inc. | 20,197 | $1.26M | 0.09% | −6,206−23.5% | Reduced |
| Waratah Capital Advisors Ltd. | 20,207 | $1.26M | 0.06% | −73,326−78.4% | Reduced |
| AXA S.A. | 20,289 | $1.26M | 0.00% | +514+2.6% | Added |
| TownSquare Capital, LLC | 20,510 | $1.28M | 0.02% | +4,391+27.2% | Added |
| Credit Agricole S A | 20,639 | $1.28M | 0.04% | −5,784−21.9% | Reduced |
| South Dakota Investment Council | 20,664 | $1.28M | 0.03% | −900−4.2% | Reduced |
| Brinker Capital Investments, LLC | 20,732 | $1.29M | 0.01% | −467−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 20,732 | $1.29M | 0.01% | −467−2.2% | Reduced |
| FourThought Financial Partners, LLC | 21,027 | $1.31M | 0.17% | −2,066−8.9% | Reduced |
| Dakota Wealth Management | 21,237 | $1.32M | 0.06% | +21,237 | New |
| Koshinski Asset Management, Inc. | 21,827 | $1.36M | 0.15% | +21,827 | New |
| First Citizens Bank & Trust Co | 22,415 | $1.39M | 0.03% | +5,913+35.8% | Added |
| Bokf, NA | 22,774 | $1.42M | 0.03% | −967−4.1% | Reduced |
| Los Angeles Capital Management LLC | 22,812 | $1.42M | 0.01% | −10,645−31.8% | Reduced |
| Quantitative Investment Management, LLC | 23,288 | $1.45M | 0.14% | +23,288 | New |
| NatWest Group plc | 23,308 | $1.45M | 0.75% | −3,021−11.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 23,459 | $1.46M | 0.79% | −724−3.0% | Reduced |
| White Pine Capital LLC | 23,512 | $1.46M | 0.55% | −1,459−5.8% | Reduced |
| Advisor Partners II, LLC | 23,544 | $1.46M | 0.07% | −887−3.6% | Reduced |
| Great Waters Wealth Management | 23,678 | $1.47M | 0.29% | −1,416−5.6% | Reduced |
| Metropolitan Life Insurance Co | 23,984 | $1.49M | 0.07% | −493−2.0% | Reduced |
| Cetera Investment Advisers | 24,018 | $1.49M | 0.01% | −2,230−8.5% | Reduced |
| Bremer Bank National Association | 24,064 | $1.50M | 0.29% | −83−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,889 | $1.55M | 0.08% | −420−1.7% | Reduced |
| Berger Financial Group, Inc | 25,183 | $1.57M | 0.18% | +6,583+35.4% | Added |
| Graham Capital Management, L.P. | 25,314 | $1.57M | 0.05% | +25,314 | New |
| Apollon Wealth Management, LLC | 25,434 | $1.58M | 0.08% | +10,852+74.4% | Added |
| Northwestern Mutual Wealth Management Co | 25,915 | $1.61M | 0.00% | +2,169+9.1% | Added |
| Aigen Investment Management, LP | 25,951 | $1.61M | 0.24% | +25,951 | New |
| Kesler, Norman & Wride, LLC | 26,145 | $1.63M | 0.39% | +288+1.1% | Added |
| CWM, LLC | 26,219 | $1.63M | 0.01% | +1,389+5.6% | Added |
| Man Group plc | 26,310 | $1.64M | 0.01% | – | – |
| New Mexico Educational Retirement Board | 26,578 | $1.65M | 0.07% | +1,300+5.1% | Added |
| Icon Advisers Inc | 27,400 | $1.70M | 0.43% | 00.0% | Unchanged |
| Central Bank & Trust Co | 27,517 | $1.71M | 0.29% | −3,044−10.0% | Reduced |
| AE Wealth Management LLC | 27,785 | $1.73M | 0.01% | −315−1.1% | Reduced |
| Claro Advisors LLC | 27,799 | $1.73M | 0.43% | −1,907−6.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,825 | $1.73M | 0.02% | +702+2.6% | Added |
| Keybank National Association | 28,029 | $1.74M | 0.01% | −1,122−3.8% | Reduced |
| Walleye Trading LLC | 28,252 | $1.76M | 0.09% | −10,762−27.6% | Reduced |
| Simplex Trading, LLC | 28,468 | $1.77M | 0.08% | +28,468 | New |
| D.A. Davidson & Co. | 28,485 | $1.77M | 0.02% | +3,448+13.8% | Added |
| Metis Global Partners, LLC | 28,666 | $1.78M | 0.10% | +11,484+66.8% | Added |
| Beacon Pointe Advisors, LLC | 28,708 | $1.78M | 0.03% | −9,049−24.0% | Reduced |
| Cresset Asset Management, LLC | 28,974 | $1.81M | 0.01% | +23,706+450.0% | Added |
| Cerity Partners LLC | 29,381 | $1.83M | 0.01% | −45,892−61.0% | Reduced |
| First Bank & Trust | 31,488 | $1.96M | 0.50% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 31,766 | $1.97M | 0.01% | −9,747−23.5% | Reduced |
| Quantinno Capital Management LP | 32,012 | $1.99M | 0.11% | +16,324+104.1% | Added |
| Epiq Partners, LLC | 32,219 | $2.00M | 1.36% | +10.0% | Added |
| Oppenheimer & Co Inc | 32,776 | $2.04M | 0.04% | −321−1.0% | Reduced |
| Shell Asset Management Co | 32,808 | $2.04M | 0.08% | −531−1.6% | Reduced |
| Quantbot Technologies LP | 32,872 | $2.04M | 0.13% | −887−2.6% | Reduced |
| KBC Group NV | 34,178 | $2.13M | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 34,688 | $2.16M | 0.00% | −1,611,217−97.9% | Reduced |
| Peak Financial Advisors LLC | 34,766 | $2.16M | 1.70% | +3,805+12.3% | Added |
| Norinchukin Bank, The | 34,955 | $2.17M | 0.04% | −1,258−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,056 | $2.18M | 0.03% | −2,323−6.2% | Reduced |
| Richard Bernstein Advisors LLC | 35,649 | $2.22M | 0.05% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 35,700 | $2.22M | 0.13% | +3,700+11.6% | Added |
| First Dallas Securities Inc. | 35,922 | $2.23M | 1.25% | −1,341−3.6% | Reduced |
| JustInvest LLC | 36,007 | $2.24M | 0.07% | +8,225+29.6% | Added |
| Acadian Asset Management LLC | 36,792 | $2.29M | 0.01% | −946−2.5% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,492 | $2.29M | 1.51% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 37,845 | $2.35M | 0.09% | −8,108−17.6% | Reduced |
| Avitas Wealth Management LLC | 38,368 | $2.39M | 0.43% | +250+0.7% | Added |
| Hartford Investment Management Co | 38,875 | $2.42M | 0.09% | −7,530−16.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,884 | $2.42M | 0.04% | +15,235+64.4% | Added |
| Wealthfront Advisers LLC | 39,102 | $2.43M | 0.01% | −430−1.1% | Reduced |
| ARS Investment Partners, LLC | 39,602 | $2.46M | 0.29% | −1,875−4.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 39,873 | $2.48M | 0.28% | 00.0% | Unchanged |
| Blair William & Co | 39,994 | $2.49M | 0.01% | +1,569+4.1% | Added |
| Cornerstone Advisors, LLC | 40,600 | $2.52M | 0.12% | +15,600+62.4% | Added |
| Maryland State Retirement & Pension System | 42,074 | $2.62M | 0.06% | −813−1.9% | Reduced |
| Van Hulzen Asset Management, LLC | 42,800 | $2.66M | 0.23% | +2,400+5.9% | Added |
| Oregon Public Employees Retirement Fund | 42,831 | $2.66M | 0.03% | +377+0.9% | Added |
| Kentucky Retirement Systems | 44,250 | $2.75M | 0.09% | +981+2.3% | Added |
| Crossmark Global Holdings, Inc. | 43,820 | $2.76M | 0.06% | −546−1.2% | Reduced |
| Advisors Asset Management, Inc. | 44,496 | $2.77M | 0.06% | +315+0.7% | Added |
| Kestra Advisory Services, LLC | 44,613 | $2.77M | 0.03% | −3,156−6.6% | Reduced |
| Securian Asset Management, Inc | 44,888 | $2.79M | 0.07% | −334−0.7% | Reduced |
| Wedbush Securities Inc | 44,974 | $2.80M | 0.13% | −321−0.7% | Reduced |
| FORA Capital, LLC | 45,070 | $2.80M | 0.40% | +45,070 | New |
| Stiles Financial Services Inc | 45,621 | $2.84M | 1.41% | +802+1.8% | Added |
| Jarislowsky, Fraser Ltd | 46,100 | $2.87M | 0.02% | −5,200−10.1% | Reduced |
| iA Global Asset Management Inc. | 46,451 | $2.89M | 0.08% | +46,451 | New |
| Atria Investments LLC | 46,969 | $2.92M | 0.05% | −4,524−8.8% | Reduced |
| Schmidt P J Investment Management Inc | 45,106 | $2.93M | 0.58% | +250+0.6% | Added |
| Profund Advisors LLC | 47,305 | $2.94M | 0.16% | −369−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 47,782 | $2.97M | 0.18% | +2,364+5.2% | Added |
| Putnam Investments LLC | 47,811 | $2.97M | 0.00% | +1,907+4.2% | Added |
| Bank of Nova Scotia | 47,824 | $2.97M | 0.01% | +6,953+17.0% | Added |
| Siemens Fonds Invest GmbH | 48,837 | $3.02M | 0.29% | −1,154−2.3% | Reduced |
| Assenagon Asset Management S.A. | 48,671 | $3.03M | 0.01% | −254,635−84.0% | Reduced |
| Westpac Banking Corp | 49,148 | $3.06M | 0.22% | −124,650−71.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 49,153 | $3.06M | 0.03% | −2,817−5.4% | Reduced |
| British Columbia Investment Management Corp | 49,629 | $3.09M | 0.03% | +902+1.9% | Added |
| La Banque Postale Asset Management SA | 49,737 | $3.09M | 0.07% | +24,141+94.3% | Added |
| Pacer Advisors, Inc. | 50,344 | $3.13M | 0.01% | −14,209−22.0% | Reduced |