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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 191 | $11.9K | 0.00% | −433−69.4% | Reduced |
| Core Alternative Capital | 190 | $11.8K | 0.00% | +18+10.5% | Added |
| Valley National Advisers Inc | 170 | $11.0K | 0.00% | +1+0.6% | Added |
| Kelly Financial Services LLC | 170 | $10.6K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 166 | $10.3K | 0.00% | −102−38.1% | Reduced |
| GW&K Investment Management, LLC | 154 | $10.0K | 0.00% | +154 | New |
| Carolinas Wealth Consulting LLC | 142 | $8.91K | 0.00% | +2+1.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 131 | $8.15K | 0.01% | +1+0.8% | Added |
| ORG Partners LLC | 122 | $8.05K | 0.00% | +122 | New |
| Coastal Capital Group, Inc. | 124 | $7.71K | 0.00% | +1+0.8% | Added |
| Atlas Capital Advisors LLC | 108 | $6.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $6.34K | 0.00% | +7+7.4% | Added |
| Duncker Streett & Co Inc | 100 | $6.22K | 0.00% | −100−50.0% | Reduced |
| Horizons Wealth Management | 89 | $5.53K | 0.00% | +41+85.4% | Added |
| Key Financial Inc | 89 | $5.53K | 0.00% | +89 | New |
| Abound Wealth Management | 81 | $5.04K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 79 | $4.91K | 0.00% | +6+8.2% | Added |
| Aspire Private Capital, LLC | 77 | $4.79K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 75 | $4.66K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 72 | $4.48K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 66 | $4.10K | 0.00% | −13−16.5% | Reduced |
| Cornerstone Planning Group LLC | 66 | $4.10K | 0.00% | +66 | New |
| Richard W. Paul & Associates, LLC | 65 | $4.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $3.54K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $3.11K | 0.00% | −831−94.3% | Reduced |
| Ridgewood Investments LLC | 49 | $3.05K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 45 | $2.83K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 44 | $2.73K | 0.00% | +44 | New |
| Sound Income Strategies, LLC | 43 | $2.67K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $2.49K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 40 | $2.49K | 0.00% | +40 | New |
| MCF Advisors LLC | 39 | $2.42K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 39 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $2.18K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.18K | 0.00% | +1+2.9% | Added |
| Bollard Group LLC | 35 | $2.00K | 0.00% | +35 | New |
| Beacon Capital Management, LLC | 32 | $1.99K | 0.00% | −36−52.9% | Reduced |
| Anchor Investment Management, LLC | 31 | $1.93K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 29 | $1.80K | 0.00% | +29 | New |
| Trifecta Capital Advisors, LLC | 28 | $1.74K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.55K | 0.00% | −4−13.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 22 | $1.37K | 0.00% | +22 | New |
| Grove Bank & Trust | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 19 | $1.17K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 14 | $870 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $684 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 62 | $675 | 0.00% | +62 | New |
| 25 LLC | 8 | $515 | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $436 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $435 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $435 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $435 | 0.00% | +7 | New |
| Impact Partnership Wealth, LLC | 7 | $435 | 0.00% | +7 | New |
| Perritt Capital Management Inc | 6 | $373 | 0.00% | +6 | New |
| Crewe Advisors LLC | 3 | $187 | 0.00% | −598−99.5% | Reduced |
| Baystate Wealth Management LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 0 | $26 | 0.00% | −50−100.0% | Reduced |
| Cutler Group LP | 10 | $0 | 0.00% | −106−91.4% | Reduced |
| Avion Wealth | 16 | $0 | 0.00% | +1+6.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,658,108−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −482,734−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −403,812−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −249,986−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −158,341−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −150,294−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −145,540−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −136,900−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −94,086−100.0% | Sold out |
| United Fire Group Inc | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −74,081−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −64,810−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −54,823−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −44,661−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −43,696−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −19,530−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −17,318−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −17,358−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −13,356−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,431−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −10,695−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −6,136−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −8,659−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,176−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,095−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,580−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −5,045−100.0% | Sold out |
| North Point Portfolio Managers Corp | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |