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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
Change Path, LLC0$00.00%−3,671−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−3,549−100.0%Sold out
Golden State Equity Partners0$00.00%−3,447−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−3,386−100.0%Sold out
Boston Trust Walden Corp0$00.00%−3,347−100.0%Sold out
Nwam LLC0$00.00%−3,337−100.0%Sold out
Howe & Rusling Inc0$00.00%−3,336−100.0%Sold out
Pitcairn Co0$00.00%−3,324−100.0%Sold out
Invesco, LLC0$00.00%−3,321−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−3,316−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−3,307−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−3,305−100.0%Sold out
FFT Wealth Management LLC0$00.00%−3,271−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−3,268−100.0%Sold out
Windsor Capital Management, LLC0$00.00%−3,238−100.0%Sold out
Segment Wealth Management, LLC0$00.00%−3,229−100.0%Sold out
DuPont Capital Management Corp0$00.00%−1,935−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−1,469−100.0%Sold out
West Tower Group, LLC0$00.00%−1,112−100.0%Sold out
CVA Family Office, LLC0$00.00%−983−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−908−100.0%Sold out
HWG Holdings LP0$00.00%−816−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−671−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−601−100.0%Sold out
LFA - Lugano Financial Advisors SA0$00.00%−350−100.0%Sold out
Horan Securities, Inc.0$00.00%−235−100.0%Sold out
Safeguard Financial, LLC0$00.00%−234−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−200−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−194−100.0%Sold out
AXS Investments LLC0$00.00%−166−100.0%Sold out
Ridgewood Investments LLC0$00.00%−49−100.0%Sold out
Disciplined Investments, LLC0$00.00%−35−100.0%Sold out
Bradley & Co. Private Wealth Management, LLC0$00.00%−35−100.0%Sold out
Bollard Group LLC0$00.00%−35−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−19−100.0%Sold out
25 LLC0$00.00%−8−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−7−100.0%Sold out
Perritt Capital Management Inc0$00.00%−6−100.0%Sold out
Lee Financial Co0$00.00%0Sold out
Pictet Asset Management SA––––Not filed
44 Wealth Management LLC––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
Tiaa, FSB––––Not filed
Thomas White International Ltd––––Not filed
EA Series Trust––––Not filed
Endurance Wealth Management, Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Lumature Wealth Partners, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
Coastal Capital Group, Inc.––––Not filed
First Capital Advisors Group, LLC.––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed