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 |
|---|---|---|---|---|---|
| JSF Financial, LLC | 8,133 | $505.6K | 0.18% | +146+1.8% | Added |
| Cohen Klingenstein LLC | 8,100 | $503.6K | 0.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 8,080 | $502.3K | 0.02% | −762−8.6% | Reduced |
| Ballentine Partners, LLC | 8,046 | $500.2K | 0.01% | +3,155+64.5% | Added |
| Argent Trust Co | 8,022 | $498.7K | 0.03% | +1,154+16.8% | Added |
| Lido Advisors, LLC | 8,002 | $497.5K | 0.01% | −1,370−14.6% | Reduced |
| Welch Group, LLC | 7,990 | $496.7K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 7,851 | $488.0K | 0.03% | +313+4.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 7,843 | $487.6K | 0.02% | +7,843 | New |
| Bradley Foster & Sargent Inc | 7,788 | $484.2K | 0.01% | +69+0.9% | Added |
| Front Row Advisors LLC | 7,722 | $484.0K | 0.22% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 7,700 | $478.7K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 7,689 | $478.0K | 0.06% | −8,535−52.6% | Reduced |
| SFMG, LLC | 7,674 | $477.1K | 0.05% | −500−6.1% | Reduced |
| Gateway Wealth Partners, LLC | 7,668 | $476.7K | 0.09% | −310−3.9% | Reduced |
| Thomas White International Ltd | 7,608 | $473.0K | 0.10% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 7,595 | $472.2K | 0.03% | +3,027+66.3% | Added |
| Midwest Professional Planners, LTD. | 7,588 | $471.8K | 0.21% | +461+6.5% | Added |
| Signaturefd, LLC | 7,524 | $467.8K | 0.01% | −894−10.6% | Reduced |
| Ingalls & Snyder LLC | 7,498 | $466.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 7,459 | $463.7K | 0.04% | −244−3.2% | Reduced |
| Ossiam | 7,459 | $463.7K | 0.01% | +7,459 | New |
| First Commonwealth Financial Corp | 7,455 | $463.5K | 0.15% | −601−7.5% | Reduced |
| Allworth Financial LP | 7,408 | $460.6K | 0.00% | +264+3.7% | Added |
| Garde Capital, Inc. | 7,400 | $460.0K | 0.04% | +5,378+266.0% | Added |
| International Assets Investment Management, LLC | 27,085 | $459.6K | 0.06% | +27,085 | New |
| Romano Brothers and Company | 7,376 | $458.6K | 0.07% | −388−5.0% | Reduced |
| KCM Investment Advisors LLC | 7,367 | $458.0K | 0.02% | −495−6.3% | Reduced |
| Aspen Wealth Strategies, LLC | 7,305 | $454.2K | 0.34% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,264 | $451.6K | 0.01% | +627+9.4% | Added |
| SNS Financial Group, LLC | 7,141 | $447.6K | 0.06% | −6−0.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,168 | $445.6K | 0.08% | +537+8.1% | Added |
| Affiance Financial, LLC | 7,162 | $445.3K | 0.22% | +137+2.0% | Added |
| Stratos Wealth Partners, LTD. | 7,144 | $444.2K | 0.01% | +955+15.4% | Added |
| HighMark Wealth Management LLC | 7,140 | $443.9K | 0.33% | +20.0% | Added |
| EP Wealth Advisors, LLC | 889 | $442.2K | 0.01% | −21,653−96.1% | Reduced |
| Resources Investment Advisors, LLC. | 7,112 | $442.1K | 0.01% | +1,117+18.6% | Added |
| Symmetry Partners, LLC | 7,090 | $441.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 6,980 | $433.9K | 0.05% | −702−9.1% | Reduced |
| Investment Management Corp of Ontario | 6,936 | $431.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 6,893 | $428.5K | 0.02% | −344−4.8% | Reduced |
| Clarius Group, LLC | 6,866 | $426.9K | 0.03% | +395+6.1% | Added |
| GPS Wealth Strategies Group, LLC | 6,860 | $426.5K | 0.08% | +755+12.4% | Added |
| AlphaStar Capital Management, LLC | 6,848 | $425.7K | 0.05% | +1,883+37.9% | Added |
| Transcend Wealth Collective, LLC | 6,803 | $422.9K | 0.04% | +6,803 | New |
| Wetherby Asset Management Inc | 6,785 | $421.8K | 0.02% | −320−4.5% | Reduced |
| Old Second National Bank of Aurora | 6,698 | $416.4K | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,698 | $416.4K | 0.01% | +784+13.3% | Added |
| Cigna Investments Inc | 6,634 | $413.0K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,624 | $411.8K | 0.03% | −115−1.7% | Reduced |
| Rosenberg Matthew Hamilton | 6,619 | $411.5K | 0.14% | +71+1.1% | Added |
| United Capital Financial Advisers, LLC | 6,588 | $409.6K | 0.00% | −5,202−44.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,570 | $408.5K | 0.04% | −633−8.8% | Reduced |
| Proequities, Inc. | 6,450 | $404.4K | 0.03% | +297+4.8% | Added |
| Ballast Advisors LLC | 6,445 | $400.7K | 0.15% | −92−1.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,415 | $398.8K | 0.07% | +6,415 | New |
| Townsend & Associates, Inc | 6,129 | $398.1K | 0.10% | +6+0.1% | Added |
| Corundum Group, Inc. | 6,403 | $398.1K | 0.20% | −7,304−53.3% | Reduced |
| Planning Center, Inc. | 6,403 | $398.1K | 0.10% | +17+0.3% | Added |
| Donaldson Capital Management, LLC | 6,388 | $397.2K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,385 | $397.0K | 0.01% | +933+17.1% | Added |
| MQS Management LLC | 6,348 | $394.7K | 0.27% | +506+8.7% | Added |
| Lewis Capital Management, LLC | 6,302 | $391.8K | 0.56% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $391.7K | 0.10% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 6,290 | $391.0K | 0.30% | +6,290 | New |
| Independent Advisor Alliance | 6,279 | $390.4K | 0.02% | +65+1.0% | Added |
| Spirit of America Management Corp | 6,200 | $385.5K | 0.09% | +3,200+106.7% | Added |
| Charter Trust Co | 6,167 | $383.4K | 0.03% | −668−9.8% | Reduced |
| Nicollet Investment Management, Inc. | 6,156 | $383.0K | 0.17% | 00.0% | Unchanged |
| Old National Bancorp | 6,160 | $383.0K | 0.01% | +65+1.1% | Added |
| Personal Cfo Solutions, LLC | 6,141 | $381.8K | 0.08% | +162+2.7% | Added |
| Integris Wealth Management, LLC | 6,135 | $381.4K | 0.13% | +20.0% | Added |
| PEAK6 Investments LLC | 6,115 | $380.2K | 0.03% | −7,576−55.3% | Reduced |
| Kozak & Associates, Inc. | 6,009 | $378.4K | 0.15% | +20+0.3% | Added |
| Goelzer Investment Management, Inc. | 6,050 | $376.1K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 6,040 | $375.5K | 0.01% | +1,087+21.9% | Added |
| Chicago Partners Investment Group LLC | 5,970 | $375.4K | 0.02% | −182−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,008 | $373.5K | 0.02% | +465+8.4% | Added |
| Jefferies Financial Group Inc. | 5,987 | $372.2K | 0.01% | +5,987 | New |
| Evergreen Capital Management LLC | 5,885 | $368.6K | 0.02% | +5,885 | New |
| First National Advisers, LLC | 5,909 | $367.0K | 0.34% | −394−6.3% | Reduced |
| Harbour Investment Management LLC | 5,847 | $366.5K | 0.19% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,814 | $364.4K | 0.03% | +5,814 | New |
| Fundamentun, LLC | 5,855 | $364.0K | 0.06% | +1,016+21.0% | Added |
| Heritage Trust Co | 5,849 | $363.6K | 0.05% | +582+11.0% | Added |
| Alley Investment Management Company, LLC | 5,756 | $357.9K | 0.06% | −65−1.1% | Reduced |
| Boothbay Fund Management, LLC | 5,732 | $356.4K | 0.01% | +2,760+92.9% | Added |
| Brookstone Capital Management | 5,650 | $355.6K | 0.01% | −189−3.2% | Reduced |
| First National Bank Sioux Falls | 5,703 | $354.6K | 0.23% | −64−1.1% | Reduced |
| RDA Financial Network | 5,699 | $354.3K | 0.15% | +41+0.7% | Added |
| Johnson Midwest Financial, LLC | 5,689 | $353.7K | 0.31% | +12+0.2% | Added |
| Raymond James Trust N.A. | 5,594 | $348.0K | 0.01% | +59+1.1% | Added |
| FSB Premier Wealth Management, Inc. | 5,594 | $347.8K | 0.19% | −77−1.4% | Reduced |
| Eqis Capital Management, Inc. | 5,544 | $344.7K | 0.04% | +202+3.8% | Added |
| RFG Advisory, LLC | 5,529 | $343.7K | 0.02% | +2,113+61.9% | Added |
| Centre Asset Management, LLC | 5,524 | $343.0K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,409 | $336.3K | 0.03% | −166−3.0% | Reduced |
| James Hambro & Partners | 5,400 | $335.7K | 0.02% | −21−0.4% | Reduced |
| Capital Investment Advisors, LLC | 5,374 | $334.1K | 0.01% | +13+0.2% | Added |
| PrairieView Partners, LLC | 5,382 | $334.0K | 0.04% | −196−3.5% | Reduced |