Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 963 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ2 2023: $26.5B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2023.

Institutions holding XEL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Lazari Capital Management, Inc.3,683$229.0K0.13%+3,683New
Change Path, LLC3,671$228.0K0.01%−1,968−34.9%Reduced
Obermeyer Wood Investment Counsel, LLLP3,657$227.4K0.02%00.0%Unchanged
Triumph Capital Management3,590$223.2K0.10%+100+2.9%Added
Fortis Group Advisors, LLC3,588$223.1K0.06%−244−6.4%Reduced
Sentry Investment Management LLC3,588$223.0K0.08%+3,588New
Mutual Advisors, LLC3,576$222.3K0.01%−5,067−58.6%Reduced
CoreFirst Bank & Trust3,559$221.3K0.16%00.0%Unchanged
Horizon Investment Services, LLC3,549$220.6K0.13%−83−2.3%Reduced
Penserra Capital Management LLC3,568$220.0K0.00%+3,538+11,793.3%Added
Cherry Tree Wealth Management, LLC3,538$220.0K0.06%+3,538New
LCM Capital Management Inc3,538$220.0K0.18%−61−1.7%Reduced
Whittier Trust Co3,526$219.2K0.00%00.0%Unchanged
Tealwood Asset Management Inc3,496$217.0K0.11%00.0%Unchanged
Meritage Group LP3,471$216.0K0.01%+222+6.8%Added
STF Management LP3,473$215.9K0.23%−2,862−45.2%Reduced
David Loasby3,386$215.9K0.02%−139−3.9%Reduced
Fulton Bank, N.A.3,461$215.2K0.01%−206−5.6%Reduced
Golden State Equity Partners3,447$214.3K0.06%+211+6.5%Added
Moneta Group Investment Advisors LLC3,408$211.9K0.00%−825−19.5%Reduced
Peoples Financial Services Corp.3,400$211.4K0.09%00.0%Unchanged
Institutional & Family Asset Management, LLC3,383$210.3K0.03%+21+0.6%Added
Ronald Blue Trust, Inc.3,118$210.0K0.00%−3,045−49.4%Reduced
McClarren Financial Advisors, Inc.3,386$210.0K0.17%+25+0.7%Added
Boston Trust Walden Corp3,347$208.1K0.00%+3,347New
Intrua Financial, LLC3,346$208.0K0.04%+3,346New
Financial Perspectives, Inc3,344$207.9K0.09%00.0%Unchanged
Nwam LLC3,337$207.5K0.02%+113+3.5%Added
Howe & Rusling Inc3,336$207.4K0.02%00.0%Unchanged
Pitcairn Co3,324$206.7K0.02%+218+7.0%Added
Invesco, LLC3,321$206.5K0.10%+3,321New
Sheaff Brock Investment Advisors, LLC3,316$206.2K0.02%00.0%Unchanged
Confluence Wealth Services, Inc.3,307$205.6K0.04%−24−0.7%Reduced
Fairfield, Bush & Co.3,305$205.5K0.06%00.0%Unchanged
Stephens Inc3,281$204.0K0.00%+174+5.6%Added
FFT Wealth Management LLC3,271$203.4K0.03%−40−1.2%Reduced
Ci Investments Inc.3,261$203.0K0.00%+744+29.6%Added
Morningstar Investment Management LLC3,268$203.0K0.03%+3,268New
Chilton Capital Management LLC3,247$201.9K0.01%00.0%Unchanged
Windsor Capital Management, LLC3,238$201.3K0.07%+19+0.6%Added
Segment Wealth Management, LLC3,229$200.7K0.02%00.0%Unchanged
Capstone Investment Advisors, LLC3,137$195.0K0.01%+3,137New
Cary Street Partner Investment Advisory LLC3,055$190.0K0.01%−7−0.2%Reduced
GHP Investment Advisors, Inc.3,142$187.6K0.01%+32+1.0%Added
Sunbelt Securities, Inc.3,007$186.9K0.03%00.0%Unchanged
Zions Bancorporation, N.A.2,941$182.8K0.02%−62−2.1%Reduced
Cranbrook Wealth Management, LLC2,905$180.6K0.05%00.0%Unchanged
Smithfield Trust Co2,740$170.0K0.01%−20−0.7%Reduced
Cullen/Frost Bankers, Inc.2,714$168.7K0.00%+6+0.2%Added
Harvest Fund Management Co., Ltd2,703$168.0K0.03%+1,264+87.8%Added
Private Trust Co NA2,680$166.6K0.02%−2,859−51.6%Reduced
Riverview Trust Co2,543$158.1K0.14%00.0%Unchanged
Motco2,517$156.5K0.01%+251+11.1%Added
Founders Capital Management2,500$155.4K0.11%00.0%Unchanged
Ostrum Asset Management2,478$154.1K0.01%+3+0.1%Added
Vestor Capital, LLC2,417$150.0K0.02%−25−1.0%Reduced
Jackson, Grant Investment Advisers, Inc.2,376$147.7K0.07%00.0%Unchanged
Washington Trust Co2,328$144.7K0.01%−60−2.5%Reduced
Wolff Wiese Magana LLC2,290$142.4K0.11%+8+0.4%Added
Colonial Trust Co2,321$142.3K0.03%−155−6.3%Reduced
WFA Asset Management Corp2,203$136.9K0.08%+16+0.7%Added
Versant Capital Management, Inc2,143$133.2K0.04%−10.0%Reduced
JNBA Financial Advisors2,141$133.1K0.02%−25−1.2%Reduced
Lindbrook Capital, LLC2,080$129.3K0.01%−42−2.0%Reduced
Elgethun Capital Management2,003$124.5K0.04%+2,003New
Rocky Mountain Advisers, LLC1,833$123.6K0.07%00.0%Unchanged
Farther Finance Advisors, LLC1,979$123.1K0.03%+2+0.1%Added
DuPont Capital Management Corp1,935$120.3K0.01%−4,445−69.7%Reduced
Kepos Capital LP1,918$119.0K0.02%+1,918New
Marquette Asset Management, LLC1,862$115.8K0.03%+400+27.4%Added
HM Payson & Co1,809$112.5K0.00%00.0%Unchanged
First Community Trust NA1,800$111.9K0.13%00.0%Unchanged
Leonteq Securities AG1,781$110.7K0.01%00.0%Unchanged
Hanson & Doremus Investment Management1,750$109.0K0.02%00.0%Unchanged
Hexagon Capital Partners LLC1,749$108.7K0.03%−107−5.8%Reduced
Stephenson National Bank & Trust1,713$106.5K0.06%00.0%Unchanged
First Manhattan Co1,700$105.7K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA1,685$105.0K0.07%00.0%Unchanged
Bank of New Hampshire1,629$101.3K0.03%00.0%Unchanged
Pinnacle Bancorp, Inc.1,617$100.5K0.03%00.0%Unchanged
Park Place Capital Corp1,601$99.5K0.03%+105+7.0%Added
Arlington Partners LLC1,601$99.5K0.02%+1,576+6,304.0%Added
St Germain D J Co Inc1,586$98.6K0.01%+1,586New
PSI Advisors, LLC1,585$98.5K0.04%00.0%Unchanged
Riggs Asset Managment Co. Inc.1,578$98.1K0.03%00.0%Unchanged
Colonial Trust Advisors1,511$93.9K0.01%00.0%Unchanged
Alta Advisers Ltd1,500$93.3K0.05%00.0%Unchanged
Harbor Investment Advisory, LLC1,469$91.3K0.01%00.0%Unchanged
Dividend Assets Capital, LLC1,460$91.0K0.02%00.0%Unchanged
Banque Cantonale Vaudoise1,423$88.0K0.00%−17,487−92.5%Reduced
Clearstead Advisors, LLC1,378$85.7K0.01%+535+63.5%Added
City State Bank1,316$82.0K0.04%00.0%Unchanged
FinTrust Capital Advisors, LLC1,165$81.7K0.02%00.0%Unchanged
Caldwell Trust Co1,284$79.8K0.01%00.0%Unchanged
V-Square Quantitative Management LLC1,256$78.1K0.06%+1,256New
Bartlett & Co. LLC1,241$78.0K0.00%+200+19.2%Added
Bartlett & Co. Wealth Management LLC1,241$77.8K0.00%+200+19.2%Added
Endurance Wealth Management, Inc.1,220$76.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust1,214$75.4K0.02%+49+4.2%Added
SOA Wealth Advisors, LLC.1,208$75.1K0.02%+3+0.2%Added