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 |
|---|---|---|---|---|---|
| Opus Investment Management Inc | 91,709 | $5.70M | 2.05% | 00.0% | Unchanged |
| Braun Stacey Associates Inc | 91,625 | $5.70M | 0.26% | −84,345−47.9% | Reduced |
| Mattern Capital Management, LLC | 89,472 | $5.56M | 0.90% | +4,387+5.2% | Added |
| Alaska Permanent Fund Corp | 89,396 | $5.56M | 0.11% | +89,396 | New |
| Premier Fund Managers Ltd | 90,000 | $5.52M | 0.22% | +15,000+20.0% | Added |
| Public Employees Retirement Association of Colorado | 88,227 | $5.49M | 0.03% | −2,379−2.6% | Reduced |
| 44 Wealth Management LLC | 86,431 | $5.37M | 1.83% | −1,024−1.2% | Reduced |
| HGK Asset Management Inc | 86,149 | $5.36M | 1.70% | +2,129+2.5% | Added |
| SG Americas Securities, LLC | 86,116 | $5.35M | 0.05% | −3,472−3.9% | Reduced |
| Janney Montgomery Scott LLC | 86,053 | $5.35M | 0.02% | +162+0.2% | Added |
| BTC Capital Management, Inc. | 86,318 | $5.35M | 0.58% | +16,616+23.8% | Added |
| Ausbil Investment Management Ltd | 84,990 | $5.28M | 3.28% | −4,599−5.1% | Reduced |
| First PREMIER Bank | 82,964 | $5.16M | 1.47% | 00.0% | Unchanged |
| Asset Planning Services Inc | 82,498 | $5.13M | 3.16% | −1,225−1.5% | Reduced |
| Assetmark, Inc | 79,172 | $4.92M | 0.02% | +14,373+22.2% | Added |
| Mutual of America Capital Management LLC | 79,149 | $4.92M | 0.06% | +850+1.1% | Added |
| Schroder Investment Management Group | 78,336 | $4.87M | 0.01% | −10,647−12.0% | Reduced |
| Mariner, LLC | 77,997 | $4.85M | 0.01% | +4,555+6.2% | Added |
| New York Life Investment Management LLC | 77,980 | $4.85M | 0.05% | +489+0.6% | Added |
| Decade Renewable Partners LP | 77,500 | $4.82M | 2.23% | +77,500 | New |
| Panagora Asset Management Inc | 77,250 | $4.80M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 74,969 | $4.66M | 0.49% | +74,969 | New |
| Prudential PLC | 71,954 | $4.47M | 0.05% | +4,599+6.8% | Added |
| Element Capital Management LLC | 71,523 | $4.45M | 0.30% | +3,723+5.5% | Added |
| Engineers Gate Manager LP | 71,423 | $4.44M | 0.17% | +56,473+377.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 70,850 | $4.40M | 0.01% | −6,846−8.8% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $4.35M | 0.48% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 69,610 | $4.33M | 0.05% | +1,308+1.9% | Added |
| Thrivent Financial for Lutherans | 69,763 | $4.33M | 0.01% | −5,186−6.9% | Reduced |
| Louisiana State Employees Retirement System | 68,400 | $4.25M | 0.09% | +5,400+8.6% | Added |
| Xponance, Inc. | 68,283 | $4.25M | 0.06% | −25,409−27.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 68,204 | $4.24M | 0.06% | +12,442+22.3% | Added |
| Czech National Bank | 65,151 | $4.05M | 0.09% | +683+1.1% | Added |
| Daiwa Securities Group Inc. | 64,895 | $4.04M | 0.03% | −2,523−3.7% | Reduced |
| Railway Pension Investments Ltd | 64,700 | $4.02M | 0.04% | 00.0% | Unchanged |
| Meyer Handelman Co | 64,680 | $4.02M | 0.16% | +3,595+5.9% | Added |
| Occudo Quantitative Strategies LP | 63,918 | $3.97M | 0.41% | −67,603−51.4% | Reduced |
| Trexquant Investment LP | 63,304 | $3.94M | 0.10% | +43,694+222.8% | Added |
| Cetera Advisor Networks LLC | 62,935 | $3.91M | 0.03% | −47−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 62,860 | $3.91M | 0.08% | +20,088+47.0% | Added |
| Benjamin Edwards Inc | 61,904 | $3.85M | 0.89% | +7,287+13.3% | Added |
| Mackenzie Financial Corp | 60,824 | $3.83M | 0.01% | −90,770−59.9% | Reduced |
| Kempen Capital Management N.V. | 60,222 | $3.74M | 0.07% | +1,787+3.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $3.73M | 0.05% | −71,000−54.2% | Reduced |
| Holocene Advisors, LP | 59,781 | $3.72M | 0.02% | +46,693+356.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 59,599 | $3.71M | 0.02% | +59,599 | New |
| AdvisorNet Financial, Inc | 59,023 | $3.67M | 0.31% | −1,772−2.9% | Reduced |
| Mercer Global Advisors Inc | 58,712 | $3.65M | 0.01% | −3,557−5.7% | Reduced |
| Nissay Asset Management Corp | 57,893 | $3.60M | 0.03% | +905+1.6% | Added |
| Private Advisor Group, LLC | 57,572 | $3.58M | 0.03% | +7,274+14.5% | Added |
| First Republic Investment Management, Inc. | 57,205 | $3.56M | 0.02% | −40,287−41.3% | Reduced |
| Point72 Middle East FZE | 56,950 | $3.54M | 0.20% | +35,147+161.2% | Added |
| Gulf International Bank (UK) Ltd | 55,636 | $3.46M | 0.09% | −16,510−22.9% | Reduced |
| Nisa Investment Advisors, LLC | 55,051 | $3.42M | 0.03% | −1,454−2.6% | Reduced |
| Truist Financial Corp | 54,187 | $3.37M | 0.01% | +7,527+16.1% | Added |
| Alerus Financial NA | 53,338 | $3.32M | 0.28% | −2,167−3.9% | Reduced |
| Moloney Securities Asset Management, LLC | 52,337 | $3.25M | 0.58% | +6,527+14.2% | Added |
| Shelton Capital Management | 51,751 | $3.22M | 0.12% | +2,053+4.1% | Added |
| Jane Street Group, LLC | 51,321 | $3.19M | 0.00% | +12,957+33.8% | Added |
| Quadrature Capital Ltd | 50,945 | $3.17M | 0.07% | +25,894+103.4% | Added |
| Magnetar Financial LLC | 50,808 | $3.16M | 0.07% | +50,808 | New |
| Fifth Third Bancorp | 50,482 | $3.14M | 0.01% | +3,700+7.9% | Added |
| Bridge Creek Capital Management LLC | 50,372 | $3.13M | 1.12% | +1,210+2.5% | Added |
| Pacer Advisors, Inc. | 50,344 | $3.13M | 0.01% | −14,209−22.0% | Reduced |
| La Banque Postale Asset Management SA | 49,737 | $3.09M | 0.07% | +24,141+94.3% | Added |
| British Columbia Investment Management Corp | 49,629 | $3.09M | 0.03% | +902+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 49,153 | $3.06M | 0.03% | −2,817−5.4% | Reduced |
| Westpac Banking Corp | 49,148 | $3.06M | 0.22% | −124,650−71.7% | Reduced |
| Assenagon Asset Management S.A. | 48,671 | $3.03M | 0.01% | −254,635−84.0% | Reduced |
| Siemens Fonds Invest GmbH | 48,837 | $3.02M | 0.29% | −1,154−2.3% | Reduced |
| Bank of Nova Scotia | 47,824 | $2.97M | 0.01% | +6,953+17.0% | Added |
| Putnam Investments LLC | 47,811 | $2.97M | 0.00% | +1,907+4.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 47,782 | $2.97M | 0.18% | +2,364+5.2% | Added |
| Profund Advisors LLC | 47,305 | $2.94M | 0.16% | −369−0.8% | Reduced |
| Schmidt P J Investment Management Inc | 45,106 | $2.93M | 0.58% | +250+0.6% | Added |
| Atria Investments LLC | 46,969 | $2.92M | 0.05% | −4,524−8.8% | Reduced |
| iA Global Asset Management Inc. | 46,451 | $2.89M | 0.08% | +46,451 | New |
| Jarislowsky, Fraser Ltd | 46,100 | $2.87M | 0.02% | −5,200−10.1% | Reduced |
| Stiles Financial Services Inc | 45,621 | $2.84M | 1.41% | +802+1.8% | Added |
| FORA Capital, LLC | 45,070 | $2.80M | 0.40% | +45,070 | New |
| Wedbush Securities Inc | 44,974 | $2.80M | 0.13% | −321−0.7% | Reduced |
| Securian Asset Management, Inc | 44,888 | $2.79M | 0.07% | −334−0.7% | Reduced |
| Kestra Advisory Services, LLC | 44,613 | $2.77M | 0.03% | −3,156−6.6% | Reduced |
| Advisors Asset Management, Inc. | 44,496 | $2.77M | 0.06% | +315+0.7% | Added |
| Crossmark Global Holdings, Inc. | 43,820 | $2.76M | 0.06% | −546−1.2% | Reduced |
| Kentucky Retirement Systems | 44,250 | $2.75M | 0.09% | +981+2.3% | Added |
| Oregon Public Employees Retirement Fund | 42,831 | $2.66M | 0.03% | +377+0.9% | Added |
| Van Hulzen Asset Management, LLC | 42,800 | $2.66M | 0.23% | +2,400+5.9% | Added |
| Maryland State Retirement & Pension System | 42,074 | $2.62M | 0.06% | −813−1.9% | Reduced |
| Cornerstone Advisors, LLC | 40,600 | $2.52M | 0.12% | +15,600+62.4% | Added |
| Blair William & Co | 39,994 | $2.49M | 0.01% | +1,569+4.1% | Added |
| Edgemoor Investment Advisors, Inc. | 39,873 | $2.48M | 0.28% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 39,602 | $2.46M | 0.29% | −1,875−4.5% | Reduced |
| Wealthfront Advisers LLC | 39,102 | $2.43M | 0.01% | −430−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 38,884 | $2.42M | 0.04% | +15,235+64.4% | Added |
| Hartford Investment Management Co | 38,875 | $2.42M | 0.09% | −7,530−16.2% | Reduced |
| Avitas Wealth Management LLC | 38,368 | $2.39M | 0.43% | +250+0.7% | Added |
| Mission Wealth Management, LP | 37,845 | $2.35M | 0.09% | −8,108−17.6% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,492 | $2.29M | 1.51% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 36,792 | $2.29M | 0.01% | −946−2.5% | Reduced |