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 |
|---|---|---|---|---|---|
| JustInvest LLC | 36,007 | $2.24M | 0.07% | +8,225+29.6% | Added |
| First Dallas Securities Inc. | 35,922 | $2.23M | 1.25% | −1,341−3.6% | Reduced |
| Lockheed Martin Investment Management Co | 35,700 | $2.22M | 0.13% | +3,700+11.6% | Added |
| Richard Bernstein Advisors LLC | 35,649 | $2.22M | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 35,056 | $2.18M | 0.03% | −2,323−6.2% | Reduced |
| Norinchukin Bank, The | 34,955 | $2.17M | 0.04% | −1,258−3.5% | Reduced |
| Peak Financial Advisors LLC | 34,766 | $2.16M | 1.70% | +3,805+12.3% | Added |
| Cohen & Steers, Inc. | 34,688 | $2.16M | 0.00% | −1,611,217−97.9% | Reduced |
| KBC Group NV | 34,178 | $2.13M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 32,872 | $2.04M | 0.13% | −887−2.6% | Reduced |
| Shell Asset Management Co | 32,808 | $2.04M | 0.08% | −531−1.6% | Reduced |
| Oppenheimer & Co Inc | 32,776 | $2.04M | 0.04% | −321−1.0% | Reduced |
| Epiq Partners, LLC | 32,219 | $2.00M | 1.36% | +10.0% | Added |
| Quantinno Capital Management LP | 32,012 | $1.99M | 0.11% | +16,324+104.1% | Added |
| Baird Financial Group, Inc. | 31,766 | $1.97M | 0.01% | −9,747−23.5% | Reduced |
| First Bank & Trust | 31,488 | $1.96M | 0.50% | 00.0% | Unchanged |
| Cerity Partners LLC | 29,381 | $1.83M | 0.01% | −45,892−61.0% | Reduced |
| Cresset Asset Management, LLC | 28,974 | $1.81M | 0.01% | +23,706+450.0% | Added |
| Beacon Pointe Advisors, LLC | 28,708 | $1.78M | 0.03% | −9,049−24.0% | Reduced |
| Metis Global Partners, LLC | 28,666 | $1.78M | 0.10% | +11,484+66.8% | Added |
| D.A. Davidson & Co. | 28,485 | $1.77M | 0.02% | +3,448+13.8% | Added |
| Simplex Trading, LLC | 28,468 | $1.77M | 0.08% | +28,468 | New |
| Walleye Trading LLC | 28,252 | $1.76M | 0.09% | −10,762−27.6% | Reduced |
| Keybank National Association | 28,029 | $1.74M | 0.01% | −1,122−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,825 | $1.73M | 0.02% | +702+2.6% | Added |
| Claro Advisors LLC | 27,799 | $1.73M | 0.43% | −1,907−6.4% | Reduced |
| AE Wealth Management LLC | 27,785 | $1.73M | 0.01% | −315−1.1% | Reduced |
| Central Bank & Trust Co | 27,517 | $1.71M | 0.29% | −3,044−10.0% | Reduced |
| Icon Advisers Inc | 27,400 | $1.70M | 0.43% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 26,578 | $1.65M | 0.07% | +1,300+5.1% | Added |
| Man Group plc | 26,310 | $1.64M | 0.01% | – | – |
| CWM, LLC | 26,219 | $1.63M | 0.01% | +1,389+5.6% | Added |
| Kesler, Norman & Wride, LLC | 26,145 | $1.63M | 0.39% | +288+1.1% | Added |
| Aigen Investment Management, LP | 25,951 | $1.61M | 0.24% | +25,951 | New |
| Northwestern Mutual Wealth Management Co | 25,915 | $1.61M | 0.00% | +2,169+9.1% | Added |
| Apollon Wealth Management, LLC | 25,434 | $1.58M | 0.08% | +10,852+74.4% | Added |
| Graham Capital Management, L.P. | 25,314 | $1.57M | 0.05% | +25,314 | New |
| Berger Financial Group, Inc | 25,183 | $1.57M | 0.18% | +6,583+35.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 24,889 | $1.55M | 0.08% | −420−1.7% | Reduced |
| Bremer Bank National Association | 24,064 | $1.50M | 0.29% | −83−0.3% | Reduced |
| Cetera Investment Advisers | 24,018 | $1.49M | 0.01% | −2,230−8.5% | Reduced |
| Metropolitan Life Insurance Co | 23,984 | $1.49M | 0.07% | −493−2.0% | Reduced |
| Great Waters Wealth Management | 23,678 | $1.47M | 0.29% | −1,416−5.6% | Reduced |
| Advisor Partners II, LLC | 23,544 | $1.46M | 0.07% | −887−3.6% | Reduced |
| White Pine Capital LLC | 23,512 | $1.46M | 0.55% | −1,459−5.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 23,459 | $1.46M | 0.79% | −724−3.0% | Reduced |
| NatWest Group plc | 23,308 | $1.45M | 0.75% | −3,021−11.5% | Reduced |
| Quantitative Investment Management, LLC | 23,288 | $1.45M | 0.14% | +23,288 | New |
| Los Angeles Capital Management LLC | 22,812 | $1.42M | 0.01% | −10,645−31.8% | Reduced |
| Bokf, NA | 22,774 | $1.42M | 0.03% | −967−4.1% | Reduced |
| First Citizens Bank & Trust Co | 22,415 | $1.39M | 0.03% | +5,913+35.8% | Added |
| Koshinski Asset Management, Inc. | 21,827 | $1.36M | 0.15% | +21,827 | New |
| Dakota Wealth Management | 21,237 | $1.32M | 0.06% | +21,237 | New |
| FourThought Financial Partners, LLC | 21,027 | $1.31M | 0.17% | −2,066−8.9% | 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 |
| South Dakota Investment Council | 20,664 | $1.28M | 0.03% | −900−4.2% | Reduced |
| Credit Agricole S A | 20,639 | $1.28M | 0.04% | −5,784−21.9% | Reduced |
| TownSquare Capital, LLC | 20,510 | $1.28M | 0.02% | +4,391+27.2% | Added |
| AXA S.A. | 20,289 | $1.26M | 0.00% | +514+2.6% | Added |
| Waratah Capital Advisors Ltd. | 20,207 | $1.26M | 0.06% | −73,326−78.4% | Reduced |
| Accredited Investors Inc. | 20,197 | $1.26M | 0.09% | −6,206−23.5% | Reduced |
| GYL Financial Synergies, LLC | 20,120 | $1.25M | 0.11% | +20,120 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 20,044 | $1.25M | 0.03% | +5,027+33.5% | Added |
| Asset Dedication, LLC | 20,042 | $1.25M | 0.11% | +2,004+11.1% | Added |
| United Services Automobile Association | 19,880 | $1.24M | 0.04% | +7,967+66.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,756 | $1.23M | 0.09% | +284+1.5% | Added |
| Huntington National Bank | 19,720 | $1.23M | 0.01% | −291−1.5% | Reduced |
| Neo Ivy Capital Management | 19,317 | $1.20M | 0.63% | +19,317 | New |
| Veritable, L.P. | 19,256 | $1.20M | 0.02% | +1,013+5.6% | Added |
| Ameritas Investment Partners, Inc. | 19,075 | $1.19M | 0.04% | −121−0.6% | Reduced |
| Geneos Wealth Management Inc. | 18,986 | $1.18M | 0.06% | +16,235+590.1% | Added |
| Sigma Planning Corp | 18,903 | $1.18M | 0.04% | −227−1.2% | Reduced |
| First Western Trust Bank | 18,297 | $1.14M | 0.06% | −149−0.8% | Reduced |
| Harbour Investments, Inc. | 17,419 | $1.08M | 0.05% | +24+0.1% | Added |
| First Foundation Advisors | 17,413 | $1.08M | 0.05% | +643+3.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,361 | $1.08M | 0.03% | +159+0.9% | Added |
| BKD Wealth Advisors, LLC | 17,335 | $1.08M | 0.03% | +17,335 | New |
| Glenmede Trust Co NA | 15,889 | $1.07M | 0.01% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 16,952 | $1.05M | 0.21% | −2,794−14.1% | Reduced |
| Empirical Finance, LLC | 16,942 | $1.05M | 0.08% | +1,995+13.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,930 | $1.05M | 0.01% | −27,486−61.9% | Reduced |
| Oak Thistle LLC | 16,711 | $1.04M | 0.55% | +12,907+339.3% | Added |
| Tower Research Capital LLC (TRC) | 16,618 | $1.03M | 0.03% | −1,586−8.7% | Reduced |
| Western Wealth Management, LLC | 16,487 | $1.02M | 0.09% | +700+4.4% | Added |
| WealthTrust Axiom LLC | 16,350 | $1.02M | 0.34% | 00.0% | Unchanged |
| Dechtman Wealth Management, LLC | 16,333 | $1.02M | 0.30% | +16,333 | New |
| Balyasny Asset Management LLC | 16,273 | $1.01M | 0.00% | +16,273 | New |
| Dynamic Advisor Solutions LLC | 16,244 | $1.01M | 0.05% | +2,331+16.8% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.01M | 0.15% | 00.0% | Unchanged |
| Telemus Capital, LLC | 15,887 | $987.7K | 0.08% | −1,774−10.0% | Reduced |
| Cypress Capital Group | 15,825 | $983.8K | 0.14% | −3,418−17.8% | Reduced |
| Sherbrooke Park Advisers LLC | 15,765 | $980.1K | 0.51% | −935−5.6% | Reduced |
| Coastal Bridge Advisors, LLC | 15,597 | $969.7K | 0.24% | +15,597 | New |
| Bond & Devick Financial Network, Inc. | 15,574 | $968.2K | 0.60% | +30.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,310 | $951.8K | 0.57% | +1,147+8.1% | Added |
| NorthRock Partners, LLC | 15,188 | $944.3K | 0.10% | −2,598−14.6% | Reduced |
| Avantax Advisory Services, Inc. | 15,088 | $938.0K | 0.01% | −1,105−6.8% | Reduced |
| Bessemer Group Inc | 15,033 | $934.0K | 0.00% | +9,796+187.1% | Added |
| Advocate Group LLC | 15,022 | $933.9K | 0.21% | +244+1.7% | Added |