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 |
|---|---|---|---|---|---|
| CCG Wealth Management, LLC | 5,334 | $331.6K | 0.21% | −550−9.3% | Reduced |
| Alpha Family Trust | 5,330 | $331.4K | 0.23% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,289 | $328.8K | 0.02% | −43−0.8% | Reduced |
| CX Institutional | 5,252 | $326.5K | 0.02% | −292−5.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $325.3K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,216 | $324.3K | 0.01% | −763−12.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,209 | $324.0K | 0.13% | −1,043−16.7% | Reduced |
| Trust Co | 5,210 | $323.9K | 0.05% | +2,328+80.8% | Added |
| Hills Bank & Trust Co | 5,206 | $323.7K | 0.04% | −133−2.5% | Reduced |
| Concord Wealth Partners | 5,195 | $323.0K | 0.07% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,162 | $321.0K | 0.03% | −755−12.8% | Reduced |
| IFP Advisors, Inc | 11,461 | $320.8K | 0.02% | +178+1.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,135 | $319.3K | 0.01% | −120−2.3% | Reduced |
| CAPROCK Group, Inc. | 5,034 | $315.6K | 0.02% | +140+2.9% | Added |
| Madison Asset Management, LLC | 5,064 | $314.8K | 0.00% | +5,064 | New |
| Castle Rock Wealth Management, LLC | 4,915 | $313.5K | 0.11% | 00.0% | Unchanged |
| Adviser Investments LLC | 5,017 | $311.9K | 0.01% | −127−2.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,004 | $311.1K | 0.00% | −6−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,996 | $310.6K | 0.02% | −425−7.8% | Reduced |
| Trillium Asset Management, LLC | 4,925 | $306.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $306.0K | 0.05% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 4,907 | $305.1K | 0.08% | −1,296−20.9% | Reduced |
| Leavell Investment Management, Inc. | 4,860 | $305.0K | 0.02% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 4,873 | $303.0K | 0.16% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,832 | $302.9K | 0.02% | +5+0.1% | Added |
| Umb Bank N A | 4,780 | $297.2K | 0.00% | −112−2.3% | Reduced |
| Wesbanco Bank Inc | 4,777 | $297.0K | 0.01% | +4,777 | New |
| Samalin Investment Counsel, LLC | 4,743 | $294.9K | 0.16% | +715+17.8% | Added |
| Altshuler Shaham Ltd | 4,741 | $294.7K | 0.01% | −1,723−26.7% | Reduced |
| CWA Asset Management Group, LLC | 4,727 | $293.9K | 0.02% | −123−2.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,715 | $293.0K | 0.04% | +4,715 | New |
| TD Private Client Wealth LLC | 4,689 | $291.5K | 0.01% | −70−1.5% | Reduced |
| Larson Financial Group LLC | 4,640 | $288.5K | 0.03% | −621−11.8% | Reduced |
| Arvest Trust Co N A | 4,571 | $286.7K | 0.02% | +4,571 | New |
| Headinvest, LLC | 4,767 | $284.6K | 0.06% | −350−6.8% | Reduced |
| Resolution Capital Ltd | 4,566 | $283.9K | 0.00% | +306+7.2% | Added |
| Smith Anglin Financial, LLC | 4,566 | $283.8K | 0.03% | +34+0.8% | Added |
| Destination Wealth Management | 4,558 | $283.4K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,554 | $283.1K | 0.02% | +24+0.5% | Added |
| Lincoln National Corp | 4,544 | $282.5K | 0.01% | −31−0.7% | Reduced |
| Lake Street Financial LLC | 4,531 | $281.7K | 0.05% | +59+1.3% | Added |
| RSM US Wealth Management LLC | 4,493 | $281.7K | 0.01% | +49+1.1% | Added |
| Balentine LLC | 4,521 | $281.1K | 0.01% | −4,231−48.3% | Reduced |
| Fidelis Capital Partners, LLC | 4,503 | $279.9K | 0.10% | +37+0.8% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $279.8K | 0.05% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,491 | $279.2K | 0.16% | +186+4.3% | Added |
| Empowered Funds, LLC | 4,480 | $278.5K | 0.01% | +4,480 | New |
| EA Series Trust | 4,480 | $278.5K | 0.01% | +4,480 | New |
| First Horizon Advisors, Inc. | 4,459 | $277.3K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 4,456 | $277.0K | 0.05% | −10,494−70.2% | Reduced |
| InterOcean Capital Group, LLC | 4,452 | $276.8K | 0.01% | +4,452 | New |
| Quantum Financial Advisors, LLC | 4,442 | $276.2K | 0.08% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 4,437 | $275.8K | 0.20% | −70−1.6% | Reduced |
| Jones Financial Companies LLLP | 4,411 | $274.2K | 0.00% | −1,679−27.6% | Reduced |
| Avestar Capital, LLC | 4,394 | $273.2K | 0.05% | −39−0.9% | Reduced |
| Eastern Bank | 4,350 | $270.4K | 0.01% | −47−1.1% | Reduced |
| Wealth Alliance | 4,324 | $268.8K | 0.04% | −511−10.6% | Reduced |
| TCG Advisory Services, LLC | 4,316 | $268.3K | 0.05% | +4,316 | New |
| Wealthsource Partners, LLC | 4,313 | $268.2K | 0.02% | −77−1.8% | Reduced |
| TCI Wealth Advisors, Inc. | 4,282 | $266.2K | 0.03% | −814−16.0% | Reduced |
| South State Corp. | 4,268 | $265.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,255 | $264.5K | 0.01% | −90−2.1% | Reduced |
| Wedmont Private Capital | 4,116 | $264.5K | 0.03% | +4,116 | New |
| Chesapeake Wealth Management | 4,212 | $261.9K | 0.10% | −750−15.1% | Reduced |
| Simon Quick Advisors, LLC | 4,208 | $261.6K | 0.02% | +15+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 4,201 | $261.2K | 0.01% | +655+18.5% | Added |
| Synovus Financial Corp | 4,200 | $261.1K | 0.00% | −13−0.3% | Reduced |
| Boston Partners | 4,131 | $256.8K | 0.00% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,978 | $255.9K | 0.10% | −86−2.1% | Reduced |
| First Business Financial Services, Inc. | 4,113 | $255.7K | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 4,088 | $254.5K | 0.01% | −110−2.6% | Reduced |
| Strategy Asset Managers LLC | 4,076 | $253.4K | 0.06% | +95+2.4% | Added |
| Glenview Trust Co | 4,057 | $252.2K | 0.01% | +127+3.2% | Added |
| Peak Asset Management, LLC | 4,033 | $250.7K | 0.06% | −855−17.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,009 | $249.3K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,000 | $248.7K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $248.7K | 0.03% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 3,984 | $248.0K | 0.12% | +17+0.4% | Added |
| CRA Financial Services, LLC | 3,984 | $247.7K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $247.4K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $246.1K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 3,945 | $245.3K | 0.01% | −640−14.0% | Reduced |
| Kapitalo Investimentos Ltda | 3,923 | $243.9K | 0.05% | +3,923 | New |
| Wade G W & Inc | 3,911 | $243.0K | 0.01% | +25+0.6% | Added |
| UniSuper Management Pty Ltd | 3,900 | $242.5K | 0.00% | +3,900 | New |
| Intrust Bank NA | 3,872 | $240.7K | 0.03% | −792−17.0% | Reduced |
| Chesley Taft & Associates LLC | 3,851 | $239.4K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 3,850 | $239.4K | 0.03% | +485+14.4% | Added |
| Quadrant Capital Group LLC | 3,837 | $238.8K | 0.02% | −446−10.4% | Reduced |
| RNC Capital Management LLC | 3,828 | $238.0K | 0.01% | +767+25.1% | Added |
| Woodmont Investment Counsel LLC | 3,825 | $237.8K | 0.02% | −50−1.3% | Reduced |
| Austin Private Wealth, LLC | 3,823 | $237.7K | 0.03% | +264+7.4% | Added |
| Accel Wealth Management | 3,769 | $234.3K | 0.13% | −45−1.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 3,742 | $232.6K | 0.03% | +221+6.3% | Added |
| Bank of Hawaii | 3,734 | $232.1K | 0.01% | −31−0.8% | Reduced |
| Schnieders Capital Management LLC | 3,725 | $231.6K | 0.05% | −500−11.8% | Reduced |
| Aureus Asset Management, LLC | 3,720 | $231.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,699 | $230.0K | 0.03% | +122+3.4% | Added |
| First Heartland Consultants, Inc. | 3,697 | $229.8K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,688 | $229.3K | 0.03% | +86+2.4% | Added |