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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Archer Investment Corp | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 515 | $29.5K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 527 | $30.0K | 0.00% | +25+5.0% | Added |
| Luken Investment Analytics, LLC | 526 | $30.1K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 535 | $30.6K | 0.00% | +276+106.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 528 | $30.6K | 0.02% | +528 | New |
| Glassman Wealth Services | 546 | $31.2K | 0.01% | −300−35.5% | Reduced |
| Piscataqua Savings Bank | 575 | $32.9K | 0.03% | −121−17.4% | Reduced |
| West Branch Capital LLC | 575 | $32.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 580 | $33.2K | 0.01% | +580 | New |
| Adirondack Trust Co | 592 | $33.9K | 0.02% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 600 | $34.3K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 603 | $34.5K | 0.00% | −5,512−90.1% | Reduced |
| TSFG, LLC | 629 | $36.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 633 | $36.2K | 0.00% | +35+5.9% | Added |
| Bell Investment Advisors, Inc | 646 | $37.0K | 0.01% | +455+238.2% | Added |
| Creative Financial Designs Inc | 646 | $37.0K | 0.00% | +5+0.8% | Added |
| Lowe Wealth Advisors, LLC | 658 | $37.7K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 672 | $38.5K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 678 | $38.8K | 0.01% | +5+0.7% | Added |
| Strengthening Families & Communities, LLC | 705 | $40.0K | 0.02% | +5+0.7% | Added |
| Eagle Bay Advisors LLC | 734 | $42.0K | 0.02% | +1+0.1% | Added |
| Emfo, LLC | 745 | $42.6K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 750 | $42.9K | 0.00% | +750 | New |
| Avalon Trust Co | 800 | $45.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $45.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 812 | $46.0K | 0.01% | +183+29.1% | Added |
| Hoese & Co LLP | 836 | $47.8K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 870 | $49.8K | 0.00% | +19+2.2% | Added |
| FinTrust Capital Advisors, LLC | 894 | $51.2K | 0.01% | −271−23.3% | Reduced |
| Versant Capital Management, Inc | 939 | $53.7K | 0.02% | −1,204−56.2% | Reduced |
| Tower View Investment Management & Research LLC | 951 | $54.0K | 0.04% | +7+0.7% | Added |
| Centennial Bank | 947 | $54.2K | 0.04% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $54.7K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $54.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $55.2K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 971 | $55.6K | 0.02% | +971 | New |
| Deseret Mutual Benefit Administrators | 974 | $55.7K | 0.03% | −42−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 976 | $55.8K | 0.00% | −9,242−90.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,030 | $58.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $58.9K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,036 | $59.3K | 0.01% | +845+442.4% | Added |
| NVWM, LLC | 1,055 | $60.4K | 0.02% | +2+0.2% | Added |
| North Star Investment Management Corp. | 1,056 | $60.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,104 | $63.2K | 0.00% | +339+44.3% | Added |
| JJJ Advisors Inc. | 1,104 | $63.2K | 0.02% | +689+166.0% | Added |
| Loomis Sayles & Co L P | 1,123 | $64.0K | 0.00% | +188+20.1% | Added |
| Clearstead Advisors, LLC | 1,129 | $64.6K | 0.00% | −249−18.1% | Reduced |
| Winch Advisory Services, LLC | 1,141 | $65.0K | 0.02% | +9+0.8% | Added |
| Financial Management Professionals, Inc. | 1,145 | $66.0K | 0.01% | −45−3.8% | Reduced |
| Sound Income Strategies, LLC | 1,188 | $68.0K | 0.01% | +1,145+2,662.8% | Added |
| Prestige Wealth Management Group LLC | 1,180 | $68.2K | 0.02% | +158+15.5% | Added |
| Sunbelt Securities, Inc. | 1,200 | $68.7K | 0.01% | −1,807−60.1% | Reduced |
| Trust Co of Vermont | 1,208 | $69.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,213 | $69.4K | 0.02% | +5+0.4% | Added |
| Banque Cantonale Vaudoise | 1,222 | $70.0K | 0.00% | −201−14.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,241 | $71.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,241 | $72.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $73.0K | 0.02% | +1,276 | New |
| Caldwell Trust Co | 1,284 | $73.5K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,316 | $75.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,350 | $77.2K | 0.02% | +136+11.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,366 | $78.2K | 0.04% | +158+13.1% | Added |
| Legacy Financial Group LLC | 1,372 | $78.5K | 0.02% | +1,372 | New |
| Quent Capital, LLC | 1,419 | $81.2K | 0.01% | +591+71.4% | Added |
| Dividend Assets Capital, LLC | 1,460 | $84.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,496 | $85.6K | 0.02% | +1,476+7,380.0% | Added |
| Alta Advisers Ltd | 1,500 | $85.8K | 0.05% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,510 | $86.4K | 0.02% | −352−18.9% | Reduced |
| Colonial Trust Advisors | 1,513 | $86.6K | 0.01% | +2+0.1% | Added |
| Peoples Bank | 1,531 | $87.6K | 0.07% | +1,531 | New |
| Riggs Asset Managment Co. Inc. | 1,578 | $90.3K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,585 | $90.7K | 0.00% | +1,506+1,906.3% | Added |
| PSI Advisors, LLC | 1,585 | $90.7K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,617 | $92.5K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,625 | $93.0K | 0.02% | −124−7.1% | Reduced |
| Bank of New Hampshire | 1,629 | $93.2K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,676 | $96.0K | 0.02% | −74−4.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $96.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,691 | $96.8K | 0.02% | +619+57.7% | Added |
| First Manhattan Co | 1,700 | $97.3K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $98.0K | 0.05% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,688 | $100.6K | 0.05% | −6,034−78.1% | Reduced |
| Leonteq Securities AG | 1,781 | $101.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $103.0K | 0.12% | 00.0% | Unchanged |
| HM Payson & Co | 1,809 | $103.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,833 | $104.9K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,926 | $110.2K | 0.14% | +1,926 | New |
| Elgethun Capital Management | 2,003 | $112.8K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,051 | $117.4K | 0.01% | +465+29.3% | Added |
| China Universal Asset Management Co., Ltd. | 2,055 | $118.5K | 0.03% | +1,434+230.9% | Added |
| Wolff Wiese Magana LLC | 2,146 | $122.8K | 0.10% | −144−6.3% | Reduced |
| Farther Finance Advisors, LLC | 2,167 | $124.0K | 0.02% | +188+9.5% | Added |
| Arlington Partners LLC | 2,177 | $124.6K | 0.05% | +576+36.0% | Added |
| Arlington Trust Co LLC | 2,177 | $124.6K | 0.05% | +2,177 | New |
| WFA Asset Management Corp | 2,220 | $127.0K | 0.08% | +17+0.8% | Added |
| JNBA Financial Advisors | 2,284 | $130.7K | 0.02% | +143+6.7% | Added |
| Lindbrook Capital, LLC | 2,301 | $131.7K | 0.01% | +221+10.6% | Added |
| Washington Trust Co | 2,328 | $133.2K | 0.01% | 00.0% | Unchanged |