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 |
|---|---|---|---|---|---|
| Riverview Trust Co | 2,333 | $133.5K | 0.12% | −210−8.3% | Reduced |
| Colonial Trust Co | 2,362 | $133.7K | 0.03% | +41+1.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $136.0K | 0.07% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,392 | $137.0K | 0.01% | −25−1.0% | Reduced |
| Cohen & Steers, Inc. | 2,438 | $140.0K | 0.00% | −32,250−93.0% | Reduced |
| Ostrum Asset Management | 2,461 | $140.8K | 0.01% | −17−0.7% | Reduced |
| Founders Capital Management | 2,500 | $143.1K | 0.11% | 00.0% | Unchanged |
| Motco | 2,517 | $144.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,706 | $154.0K | 0.01% | −34−1.2% | Reduced |
| Park Place Capital Corp | 2,741 | $156.8K | 0.05% | +1,140+71.2% | Added |
| Private Trust Co NA | 2,801 | $160.3K | 0.02% | +121+4.5% | Added |
| Ci Investments Inc. | 2,818 | $161.0K | 0.00% | −443−13.6% | Reduced |
| Cranbrook Wealth Management, LLC | 2,905 | $166.2K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,032 | $173.5K | 0.00% | +318+11.7% | Added |
| Penserra Capital Management LLC | 3,089 | $176.0K | 0.00% | −479−13.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,085 | $176.5K | 0.01% | +30+1.0% | Added |
| Sentry Investment Management LLC | 3,176 | $182.0K | 0.09% | −412−11.5% | Reduced |
| Chilton Capital Management LLC | 3,247 | $185.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,400 | $194.5K | 0.09% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,407 | $194.9K | 0.03% | +24+0.7% | Added |
| Tealwood Asset Management Inc | 3,496 | $200.0K | 0.10% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,519 | $201.4K | 0.09% | +175+5.2% | Added |
| Whittier Trust Co | 3,526 | $201.8K | 0.00% | 00.0% | Unchanged |
| Intrua Financial, LLC | 3,531 | $202.0K | 0.04% | +185+5.5% | Added |
| LCM Capital Management Inc | 3,539 | $202.5K | 0.17% | +10.0% | Added |
| Panoramic Investment Advisors, LLC | 3,543 | $202.7K | 0.19% | +3,543 | New |
| Cherry Tree Wealth Management, LLC | 3,551 | $203.2K | 0.06% | +13+0.4% | Added |
| CoreFirst Bank & Trust | 3,559 | $203.6K | 0.14% | 00.0% | Unchanged |
| David Loasby | 3,600 | $203.9K | 0.02% | +214+6.3% | Added |
| Himension Fund | 3,632 | $207.8K | 0.02% | +3,632 | New |
| Manchester Capital Management LLC | 3,670 | $210.0K | 0.03% | −29−0.8% | Reduced |
| Lazari Capital Management, Inc. | 3,690 | $211.1K | 0.13% | +7+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,702 | $211.8K | 0.02% | +45+1.2% | Added |
| First Heartland Consultants, Inc. | 3,697 | $212.0K | 0.03% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,720 | $212.9K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 3,731 | $213.5K | 0.02% | +3,731 | New |
| Sherbrooke Park Advisers LLC | 3,732 | $213.5K | 0.07% | −12,033−76.3% | Reduced |
| Accel Wealth Management | 3,773 | $215.9K | 0.12% | +4+0.1% | Added |
| Austin Private Wealth, LLC | 3,823 | $218.8K | 0.03% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,836 | $219.5K | 0.01% | +8+0.2% | Added |
| Chesley Taft & Associates LLC | 3,851 | $220.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,783 | $222.7K | 0.01% | +641+20.4% | Added |
| Peak Asset Management, LLC | 3,896 | $222.9K | 0.05% | −137−3.4% | Reduced |
| UniSuper Management Pty Ltd | 3,900 | $223.2K | 0.00% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,849 | $223.6K | 0.18% | +3,849 | New |
| Conning Inc. | 3,945 | $225.7K | 0.01% | 00.0% | Unchanged |
| Ossiam | 3,946 | $225.8K | 0.00% | −3,513−47.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $226.5K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 3,959 | $226.5K | 0.01% | −562−12.4% | Reduced |
| Quantbot Technologies LP | 3,964 | $226.8K | 0.02% | −28,908−87.9% | Reduced |
| Principle Wealth Partners LLC | 3,980 | $227.7K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 3,987 | $228.1K | 0.03% | −126−3.1% | Reduced |
| USAdvisors Wealth Management, LLC | 4,003 | $229.0K | 0.11% | +19+0.5% | Added |
| Glenview Trust Co | 4,003 | $229.1K | 0.01% | −54−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $229.4K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,021 | $230.1K | 0.02% | −619−13.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,083 | $233.7K | 0.02% | +74+1.8% | Added |
| Strategy Asset Managers LLC | 4,114 | $235.4K | 0.06% | +38+0.9% | Added |
| CCG Wealth Management, LLC | 4,134 | $236.5K | 0.15% | −1,200−22.5% | Reduced |
| Lincoln National Corp | 4,143 | $237.0K | 0.00% | −401−8.8% | Reduced |
| CRA Financial Services, LLC | 4,145 | $237.2K | 0.07% | +161+4.0% | Added |
| Boston Partners | 4,168 | $238.5K | 0.00% | +37+0.9% | Added |
| TCI Wealth Advisors, Inc. | 4,171 | $238.7K | 0.03% | −111−2.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,193 | $239.9K | 0.03% | +505+13.7% | Added |
| Raleigh Capital Management Inc. | 4,196 | $240.1K | 0.12% | +4,196 | New |
| Wade G W & Inc | 4,207 | $241.0K | 0.01% | +296+7.6% | Added |
| Triumph Capital Management | 4,214 | $243.3K | 0.11% | +624+17.4% | Added |
| South State Corp. | 4,268 | $244.2K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 4,279 | $244.8K | 0.02% | +71+1.7% | Added |
| TCG Advisory Services, LLC | 4,289 | $245.4K | 0.04% | −27−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,297 | $245.9K | 0.01% | +96+2.3% | Added |
| CIBC World Markets Inc. | 4,317 | $247.0K | 0.00% | +4,317 | New |
| Wesbanco Bank Inc | 4,327 | $247.6K | 0.01% | −450−9.4% | Reduced |
| Harvest Fund Management Co., Ltd | 4,340 | $248.0K | 0.04% | +1,637+60.6% | Added |
| Summit Trail Advisors, LLC | 4,303 | $248.7K | 0.01% | +4,303 | New |
| Eastern Bank | 4,350 | $248.9K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,313 | $249.2K | 0.01% | −1,572−26.7% | Reduced |
| Snowden Capital Advisors LLC | 4,356 | $249.3K | 0.01% | +4,356 | New |
| Jones Financial Companies LLLP | 4,395 | $251.5K | 0.00% | −16−0.4% | Reduced |
| Sandy Spring Bank | 4,399 | $251.7K | 0.01% | −155−3.4% | Reduced |
| InterOcean Capital Group, LLC | 4,409 | $252.3K | 0.01% | −43−1.0% | Reduced |
| Tradewinds, LLC. | 4,410 | $252.3K | 0.15% | −81−1.8% | Reduced |
| Leverty Financial Group, LLC | 4,438 | $253.9K | 0.18% | +10.0% | Added |
| Quantum Financial Advisors, LLC | 4,442 | $254.2K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,489 | $256.9K | 0.01% | +1,081+31.7% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $257.5K | 0.05% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,823 | $257.8K | 0.08% | +235+6.5% | Added |
| Stephens Inc | 4,529 | $259.1K | 0.00% | +1,248+38.0% | Added |
| RSM US Wealth Management LLC | 4,551 | $260.4K | 0.01% | +58+1.3% | Added |
| Destination Wealth Management | 4,558 | $260.8K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 4,767 | $262.3K | 0.06% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 4,602 | $263.3K | 0.03% | +36+0.8% | Added |
| PrairieView Partners, LLC | 4,621 | $264.0K | 0.04% | −761−14.1% | Reduced |
| Clarius Group, LLC | 4,630 | $264.9K | 0.03% | −2,236−32.6% | Reduced |
| V-Square Quantitative Management LLC | 4,638 | $265.4K | 0.12% | +3,382+269.3% | Added |
| Welch Group, LLC | 4,650 | $266.1K | 0.02% | −3,340−41.8% | Reduced |
| Meritage Group LP | 4,681 | $268.0K | 0.01% | +1,210+34.9% | Added |
| Avestar Capital, LLC | 4,699 | $268.9K | 0.04% | +305+6.9% | Added |
| Mutual Advisors, LLC | 4,728 | $270.5K | 0.01% | +1,152+32.2% | Added |
| First Horizon Advisors, Inc. | 4,739 | $271.2K | 0.01% | +280+6.3% | Added |