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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 14,865 | $924.2K | 0.10% | +14,865 | New |
| Buckingham Strategic Wealth, LLC | 14,694 | $913.5K | 0.01% | −80−0.5% | Reduced |
| BerganKDV Wealth Management, LLC | 14,678 | $912.5K | 0.09% | −605−4.0% | Reduced |
| Neuberger Berman Group LLC | 14,675 | $912.4K | 0.00% | −12,892−46.8% | Reduced |
| Tiaa, FSB | 14,484 | $900.5K | 0.00% | −354−2.4% | Reduced |
| DeDora Capital, Inc. | 14,369 | $893.3K | 0.35% | +521+3.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,307 | $889.4K | 0.07% | −44−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 14,280 | $887.8K | 0.11% | +22+0.2% | Added |
| Bell Bank | 14,264 | $886.8K | 0.09% | +1,186+9.1% | Added |
| Toroso Investments, LLC | 14,093 | $876.0K | 0.03% | +2,966+26.7% | Added |
| Inceptionr LLC | 13,877 | $862.7K | 0.46% | −2,877−17.2% | Reduced |
| NovaPoint Capital, LLC | 13,794 | $857.6K | 0.32% | −99−0.7% | Reduced |
| MML Investors Services, LLC | 13,674 | $850.0K | 0.00% | +3,246+31.1% | Added |
| Procyon Private Wealth Partners, LLC | 13,521 | $840.6K | 0.11% | +3,795+39.0% | Added |
| Amarillo National Bank | 13,405 | $833.4K | 0.16% | +147+1.1% | Added |
| XTX Topco Ltd | 13,092 | $813.9K | 0.15% | +13,092 | New |
| Global Retirement Partners, LLC | 12,977 | $806.8K | 0.04% | +198+1.5% | Added |
| IHT Wealth Management, LLC | 12,942 | $804.6K | 0.04% | +2,931+29.3% | Added |
| Carlson Capital Management | 12,916 | $803.0K | 0.05% | −281−2.1% | Reduced |
| Pearl River Capital, LLC | 12,885 | $801.1K | 0.13% | +12,885 | New |
| Dorsey & Whitney Trust CO LLC | 12,786 | $794.9K | 0.07% | −260−2.0% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $792.7K | 0.62% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 12,669 | $787.6K | 0.09% | +12,669 | New |
| Great Valley Advisor Group, Inc. | 12,612 | $783.9K | 0.03% | −491−3.7% | Reduced |
| Ieq Capital, LLC | 12,536 | $779.3K | 0.02% | +465+3.9% | Added |
| Dearborn Partners LLC | 12,486 | $776.3K | 0.03% | −1,110−8.2% | Reduced |
| Greenleaf Trust | 12,485 | $776.2K | 0.01% | +410+3.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,147 | $755.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 12,145 | $755.0K | 0.54% | +180+1.5% | Added |
| KLCM Advisors, Inc. | 11,850 | $736.7K | 0.14% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,828 | $735.4K | 0.12% | +429+3.8% | Added |
| Bleakley Financial Group, LLC | 11,805 | $733.9K | 0.02% | +2,690+29.5% | Added |
| Sawtooth Solutions, LLC | 11,774 | $732.0K | 0.02% | −5,927−33.5% | Reduced |
| Tradition Wealth Management, LLC | 11,741 | $730.0K | 0.09% | −264−2.2% | Reduced |
| Marks Group Wealth Management, Inc | 11,674 | $725.8K | 0.09% | −1,664−12.5% | Reduced |
| Advisors Management Group Inc | 11,599 | $721.0K | 0.22% | +11+0.1% | Added |
| Chronos Wealth Management, LLC | 11,491 | $714.4K | 0.49% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,452 | $712.0K | 0.00% | +450+4.1% | Added |
| Sheets Smith Wealth Management | 11,429 | $710.5K | 0.10% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $707.2K | 0.05% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $706.6K | 0.17% | 00.0% | Unchanged |
| Coastline Trust Co | 11,365 | $706.6K | 0.10% | −620−5.2% | Reduced |
| Kenfarb & Co. | 11,345 | $705.3K | 0.61% | −290−2.5% | Reduced |
| Fiduciary Trust Co | 11,330 | $704.4K | 0.01% | −1,002−8.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,153 | $693.4K | 0.01% | +2,273+25.6% | Added |
| Teza Capital Management LLC | 11,087 | $689.3K | 0.11% | +11,087 | New |
| Benjamin F. Edwards & Company, Inc. | 11,054 | $687.0K | 0.03% | −758−6.4% | Reduced |
| Thompson Investment Management, Inc. | 10,899 | $677.6K | 0.11% | −700−6.0% | Reduced |
| Pathstone Family Office, LLC | 10,256 | $668.2K | 0.01% | +3,787+58.5% | Added |
| Shaker Investments LLC | 10,658 | $662.6K | 0.34% | −20−0.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $651.5K | 0.13% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,237 | $636.4K | 0.01% | +476+4.9% | Added |
| Everence Capital Management Inc | 9,744 | $636.0K | 0.05% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,218 | $635.3K | 0.02% | −269−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,168 | $632.1K | 0.04% | +325+3.3% | Added |
| Foundations Investment Advisors, LLC | 10,114 | $628.8K | 0.02% | +86+0.9% | Added |
| First National Bank & Trust Co of Newtown | 10,092 | $627.4K | 0.13% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,999 | $621.6K | 0.00% | −463−4.4% | Reduced |
| American State Bank (Iowa) | 9,920 | $616.7K | 0.43% | −67−0.7% | Reduced |
| National Asset Management, Inc. | 9,784 | $613.2K | 0.01% | +318+3.4% | Added |
| Wambolt & Associates, LLC | 9,848 | $612.2K | 0.22% | −1,010−9.3% | Reduced |
| Gradient Investments LLC | 9,812 | $610.0K | 0.02% | −757−7.2% | Reduced |
| First Hawaiian Bank | 9,772 | $607.5K | 0.02% | −3,364−25.6% | Reduced |
| Sciencast Management LP | 9,537 | $603.0K | 0.49% | +9,537 | New |
| O'Brien Greene & Co. Inc | 9,563 | $595.0K | 0.21% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9,560 | $594.3K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,477 | $589.2K | 0.00% | +489+5.4% | Added |
| Moody National Bank Trust Division | 9,463 | $588.3K | 0.04% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 9,461 | $588.2K | 0.19% | −752−7.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,417 | $585.5K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 9,412 | $585.1K | 0.11% | +3,089+48.9% | Added |
| Chiron Investment Management, LLC | 9,411 | $585.1K | 0.16% | +9,411 | New |
| Perigon Wealth Management, LLC | 9,270 | $576.3K | 0.02% | −100−1.1% | Reduced |
| FDx Advisors, Inc. | 9,231 | $574.0K | 0.03% | +4,037+77.7% | Added |
| Prospera Financial Services Inc | 9,200 | $572.0K | 0.02% | −278−2.9% | Reduced |
| Laraway Financial Inc | 9,185 | $571.1K | 0.56% | +7+0.1% | Added |
| Advisory Services Network, LLC | 9,090 | $565.1K | 0.02% | +212+2.4% | Added |
| Gateway Investment Advisers LLC | 9,085 | $564.8K | 0.01% | −74−0.8% | Reduced |
| Cetera Advisors LLC | 9,006 | $559.9K | 0.01% | −402−4.3% | Reduced |
| Wellington Management Group LLP | 9,000 | $559.5K | 0.00% | −1,280−12.5% | Reduced |
| Coldstream Capital Management Inc | 8,914 | $554.2K | 0.02% | +350+4.1% | Added |
| Carret Asset Management, LLC | 8,889 | $552.6K | 0.07% | −200−2.2% | Reduced |
| Moors & Cabot, Inc. | 8,887 | $552.5K | 0.04% | −278−3.0% | Reduced |
| FineMark National Bank & Trust | 8,821 | $548.4K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,783 | $546.0K | 0.01% | +22+0.3% | Added |
| Stonebridge Capital Advisors LLC | 8,736 | $543.1K | 0.06% | −146−1.6% | Reduced |
| HB Wealth Management, LLC | 8,697 | $540.7K | 0.01% | +231+2.7% | Added |
| Oarsman Capital, Inc. | 8,672 | $539.1K | 0.24% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 8,615 | $535.6K | 0.29% | +108+1.3% | Added |
| ICA Group Wealth Management, LLC | 8,599 | $534.6K | 0.13% | −12,142−58.5% | Reduced |
| Aptus Capital Advisors, LLC | 8,575 | $533.1K | 0.02% | +551+6.9% | Added |
| Central Trust Co | 8,511 | $529.1K | 0.01% | −342−3.9% | Reduced |
| West Family Investments, Inc. | 8,502 | $528.6K | 0.21% | +3,392+66.4% | Added |
| Access Financial Services, Inc. | 8,473 | $526.8K | 0.31% | +40.0% | Added |
| Stock Yards Bank & Trust Co | 8,365 | $520.1K | 0.02% | −39−0.5% | Reduced |
| Aviva PLC | 8,354 | $519.4K | 0.00% | +343+4.3% | Added |
| Fiduciary Alliance LLC | 8,307 | $516.5K | 0.11% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,262 | $513.8K | 0.04% | +170+2.1% | Added |
| Veriti Management LLC | 8,226 | $511.4K | 0.06% | +1,351+19.7% | Added |
| Meeder Advisory Services, Inc. | 8,208 | $510.3K | 0.05% | +151+1.9% | Added |