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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,208 | $75.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,208 | $75.1K | 0.04% | +564+87.6% | Added |
| Financial Management Professionals, Inc. | 1,190 | $74.0K | 0.01% | −40−3.3% | Reduced |
| Winch Advisory Services, LLC | 1,132 | $70.0K | 0.03% | +9+0.8% | Added |
| West Tower Group, LLC | 1,112 | $69.1K | 0.05% | +1,112 | New |
| State of Wyoming | 1,072 | $66.6K | 0.02% | +271+33.8% | Added |
| North Star Investment Management Corp. | 1,056 | $65.6K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,053 | $65.5K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,022 | $64.1K | 0.02% | −2,274−69.0% | Reduced |
| Washington Trust Advisors, Inc. | 1,030 | $64.0K | 0.01% | −119−10.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $64.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,016 | $63.2K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 983 | $61.1K | 0.01% | −137−12.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 964 | $59.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $59.7K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $59.4K | 0.15% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 944 | $59.0K | 0.04% | +7+0.7% | Added |
| Centennial Bank | 947 | $58.9K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 935 | $58.0K | 0.00% | −229−19.7% | Reduced |
| Pinebridge Investments, L.P. | 908 | $56.5K | 0.00% | +369+68.5% | Added |
| Whittier Trust Co of Nevada Inc | 851 | $52.9K | 0.00% | −800−48.5% | Reduced |
| Glassman Wealth Services | 846 | $52.6K | 0.01% | +14+1.7% | Added |
| BDO Wealth Advisors, LLC | 841 | $52.3K | 0.01% | +100+13.5% | Added |
| Hoese & Co LLP | 836 | $52.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 828 | $51.5K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $50.7K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 800 | $49.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $49.7K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 765 | $47.6K | 0.00% | +40+5.5% | Added |
| Emfo, LLC | 745 | $46.3K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 733 | $45.6K | 0.03% | −872−54.3% | Reduced |
| Strengthening Families & Communities, LLC | 700 | $44.0K | 0.02% | +76+12.2% | Added |
| Piscataqua Savings Bank | 696 | $43.3K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 670 | $42.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 673 | $41.8K | 0.01% | +5+0.7% | Added |
| Tradewinds Capital Management, LLC | 672 | $41.8K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 671 | $41.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $40.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 641 | $39.9K | 0.00% | +236+58.3% | Added |
| Capital Advisors, Ltd. LLC | 629 | $39.0K | 0.01% | −34−5.1% | Reduced |
| TSFG, LLC | 629 | $39.0K | 0.01% | +6+1.0% | Added |
| China Universal Asset Management Co., Ltd. | 621 | $38.9K | 0.01% | +455+274.1% | Added |
| Itau Unibanco Holding S.A. | 601 | $37.4K | 0.00% | +601 | New |
| Slocum, Gordon & Co LLP | 600 | $37.3K | 0.03% | −22−3.5% | Reduced |
| EverSource Wealth Advisors, LLC | 598 | $37.2K | 0.00% | −170−22.1% | Reduced |
| Adirondack Trust Co | 592 | $37.1K | 0.02% | −25−4.1% | Reduced |
| West Branch Capital LLC | 575 | $35.7K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $32.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 515 | $32.0K | 0.00% | −18−3.4% | Reduced |
| Gs Investments, Inc. | 504 | $31.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 500 | $31.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $31.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $31.1K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 502 | $31.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 494 | $30.7K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 492 | $30.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 481 | $30.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 481 | $29.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 479 | $29.8K | 0.00% | +48+11.1% | Added |
| Covestor Ltd | 444 | $28.0K | 0.02% | −302−40.5% | Reduced |
| Resurgent Financial Advisors LLC | 440 | $27.4K | 0.02% | +15+3.5% | Added |
| JJJ Advisors Inc. | 415 | $25.8K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 412 | $25.6K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 410 | $25.5K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 400 | $25.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $24.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 380 | $23.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $22.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 347 | $21.8K | 0.01% | +347 | New |
| LFA - Lugano Financial Advisors SA | 350 | $21.8K | 0.01% | +350 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 329 | $20.6K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 327 | $20.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $20.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 310 | $19.3K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 304 | $18.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 303 | $18.8K | 0.00% | −25−7.6% | Reduced |
| Sutton Wealth Advisors Inc. | 275 | $17.1K | 0.01% | −7−2.5% | Reduced |
| Bangor Savings Bank | 267 | $16.6K | 0.00% | −19−6.6% | Reduced |
| JFS Wealth Advisors, LLC | 261 | $16.2K | 0.00% | −28−9.7% | Reduced |
| Annapolis Financial Services, LLC | 259 | $16.1K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 259 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $16.0K | 0.01% | +250 | New |
| Princeton Global Asset Management LLC | 250 | $15.5K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 250 | $15.5K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 235 | $14.6K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 231 | $14.4K | 0.00% | +231 | New |
| Laurel Wealth Advisors LLC | 230 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $14.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $14.2K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 234 | $14.0K | 0.01% | +234 | New |
| First Command Bank | 225 | $14.0K | 0.00% | +225 | New |
| First Command Financial Services, Inc. | 225 | $14.0K | 0.00% | +225 | New |
| Atlantic Trust, LLC | 209 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $12.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 200 | $12.4K | 0.00% | +200 | New |
| PCA Investment Advisory Services Inc. | 194 | $12.1K | 0.01% | +194 | New |
| Clear Street Markets LLC | 186 | $12.0K | 0.00% | +186 | New |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 191 | $11.9K | 0.00% | +89+87.3% | Added |