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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, Q3 2023

Institutional positions in Xcel Energy Inc as of Sep 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
928
−21 vs. Q2 2023
Shares held
429.7M
+5.96M (+1.4%) vs. Q2 2023
Total value
$24.6B
−$1.72B (−6.5%) vs. Q2 2023
New holders
90
364 more added
Sold out
111
302 more reduced

14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 928 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 heldQ3 2023: $24.6B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2023.

Institutions holding XEL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cutler Group LP2$00.00%−8−80.0%Reduced
Psagot Value Holdings Ltd. / (Israel)3$00.00%+1+50.0%Added
Kayne Anderson Rudnick Investment Management LLC1$570.00%00.0%Unchanged
Baystate Wealth Management LLC1$580.00%00.0%Unchanged
Crewe Advisors LLC4$2290.00%+1+33.3%Added
Sofos Investments, Inc.4$3260.00%−58−93.5%Reduced
City Holding Co7$4000.00%+7New
True Wealth Design, LLC7$4010.00%00.0%Unchanged
Logan Capital Management Inc7$4010.00%00.0%Unchanged
Impact Partnership Wealth, LLC7$4010.00%00.0%Unchanged
Tfo-TDC, LLC8$4970.00%+8New
Column Capital Advisors, LLC9$5150.00%−5−35.7%Reduced
TFC Financial Management11$6300.00%00.0%Unchanged
WestEnd Advisors, LLC14$8010.00%+14New
Cornerstone Planning Group LLC15$8580.00%−51−77.3%Reduced
Newbridge Financial Services Group, Inc.17$9730.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.11$1.00K0.00%+1+10.0%Added
Avion Wealth35$1.00K0.00%+19+118.8%Added
Key Financial Inc20$1.14K0.00%−69−77.5%Reduced
Trifecta Capital Advisors, LLC28$1.60K0.00%00.0%Unchanged
First Personal Financial Services29$1.66K0.00%00.0%Unchanged
SJS Investment Consulting Inc.30$1.72K0.00%+5+20.0%Added
Anchor Investment Management, LLC31$1.77K0.00%00.0%Unchanged
Beacon Capital Management, LLC32$1.99K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.34$2.00K0.00%+34New
SkyView Investment Advisors, LLC40$2.00K0.00%+40New
Steward Financial Group LLC42$2.00K0.00%+42New
Perkins Coie Trust Co37$2.12K0.00%+37New
Tortoise Investment Management, LLC39$2.23K0.00%00.0%Unchanged
MCF Advisors LLC39$2.23K0.00%00.0%Unchanged
Oakworth Capital, Inc.40$2.29K0.00%00.0%Unchanged
Milestone Investment Advisors LLC40$2.29K0.00%+40New
Buck Wealth Strategies, LLC44$2.54K0.00%00.0%Unchanged
DT Investment Partners, LLC45$2.58K0.00%00.0%Unchanged
Focused Wealth Management, Inc50$2.86K0.00%00.0%Unchanged
Raffa Wealth Management, LLC57$3.26K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.65$3.72K0.00%+65New
West Paces Advisors Inc.66$3.78K0.00%00.0%Unchanged
Clear Street Markets LLC62$4.00K0.00%−124−66.7%Reduced
Pittenger & Anderson Inc72$4.12K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC75$4.29K0.00%00.0%Unchanged
New Millennium Group LLC77$4.41K0.00%+77New
Horizons Wealth Management89$5.09K0.00%00.0%Unchanged
Abound Wealth Management94$5.38K0.00%+13+16.0%Added
Duncker Streett & Co Inc100$5.72K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC101$5.78K0.01%+101New
Red Tortoise LLC102$5.84K0.00%00.0%Unchanged
Capital Analysts, LLC110$6.00K0.00%+110New
Carolinas Wealth Consulting LLC102$6.06K0.00%−40−28.2%Reduced
Atlas Capital Advisors LLC108$6.18K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC111$6.35K0.00%+46+70.8%Added
Aspire Private Capital, LLC117$6.69K0.00%+40+51.9%Added
CarsonAllaria Wealth Management, Ltd.132$7.56K0.01%+1+0.8%Added
ORG Partners LLC152$8.74K0.00%+30+24.6%Added
Kelly Financial Services LLC170$9.74K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC186$10.6K0.00%−75−28.7%Reduced
Core Alternative Capital190$10.9K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.192$11.0K0.01%00.0%Unchanged
GW&K Investment Management, LLC186$11.0K0.00%+32+20.8%Added
Stuart Chaussee & Associates, Inc.202$11.6K0.00%00.0%Unchanged
Salomon & Ludwin, LLC205$11.7K0.00%+205New
Atlantic Trust, LLC209$12.0K0.00%00.0%Unchanged
Kepos Capital LP207$12.0K0.00%−1,711−89.2%Reduced
Global Wealth Strategies & Associates228$13.0K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC230$13.2K0.00%00.0%Unchanged
Atticus Wealth Management, LLC230$13.2K0.01%00.0%Unchanged
Nemes Rush Group LLC233$13.3K0.00%+2+0.9%Added
DHJJ Financial Advisors, Ltd.235$13.4K0.01%+235New
Bangor Savings Bank241$13.8K0.00%−26−9.7%Reduced
Tyler-Stone Wealth Management250$14.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC250$14.3K0.00%00.0%Unchanged
Carmel Capital Partners, LLC250$14.3K0.01%00.0%Unchanged
Annapolis Financial Services, LLC259$14.8K0.00%00.0%Unchanged
Valley National Advisers Inc255$15.0K0.00%+85+50.0%Added
Glen Eagle Advisors, LLC300$17.2K0.00%−100−25.0%Reduced
DB Wealth Management Group, LLC304$17.4K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.310$17.7K0.01%00.0%Unchanged
Cambridge Trust Co313$17.9K0.00%−168−34.9%Reduced
MV Capital Management, Inc.315$18.0K0.00%−164−34.2%Reduced
Webster Bank, N. A.325$18.6K0.00%00.0%Unchanged
Earnest Partners LLC327$18.7K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt329$19.0K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.343$19.8K0.00%−138−28.7%Reduced
Union Savings Bank347$19.9K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc353$20.0K0.02%00.0%Unchanged
Sutton Wealth Advisors Inc.352$20.1K0.01%+77+28.0%Added
Armstrong Advisory Group, Inc380$21.7K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO406$23.2K0.01%+406New
Catalyst Capital Advisors LLC407$23.3K0.00%+104+34.3%Added
Tanglewood Legacy Advisors, LLC410$23.5K0.01%00.0%Unchanged
Covestor Ltd425$25.0K0.02%−19−4.3%Reduced
Resurgent Financial Advisors LLC460$26.3K0.02%+20+4.5%Added
McCarthy Grittinger Financial Group, LLC460$26.3K0.01%+460New
Royal London Asset Management Ltd471$27.0K0.00%+471New
Ulland Investment Advisors, LLC470$27.0K0.03%−200−29.9%Reduced
Westside Investment Management, Inc.492$28.2K0.01%00.0%Unchanged
Gs Investments, Inc.494$28.3K0.02%−10−2.0%Reduced
ZRC Wealth Management, LLC494$28.3K0.02%00.0%Unchanged
Pinnacle Financial Partners Inc500$28.6K0.00%00.0%Unchanged
Monetary Management Group Inc500$28.6K0.01%00.0%Unchanged