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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 4,760 | $272.4K | 0.16% | +17+0.4% | Added |
| Montag A & Associates Inc | 4,832 | $279.0K | 0.02% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 4,907 | $280.8K | 0.04% | +1,165+31.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,910 | $280.9K | 0.00% | −94−1.9% | Reduced |
| Abbrea Capital, LLC | 4,874 | $281.0K | 0.04% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 4,925 | $282.0K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,915 | $283.0K | 0.09% | 00.0% | Unchanged |
| Proequities, Inc. | 4,934 | $284.9K | 0.02% | −1,516−23.5% | Reduced |
| Adviser Investments LLC | 5,017 | $287.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 5,021 | $287.3K | 0.00% | +241+5.0% | Added |
| Madison Asset Management, LLC | 5,064 | $289.8K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,066 | $290.0K | 0.02% | −4,165−45.1% | Reduced |
| Parallel Advisors, LLC | 5,145 | $294.4K | 0.01% | +890+20.9% | Added |
| Concord Wealth Partners | 5,195 | $297.3K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,196 | $297.3K | 0.03% | −10−0.2% | Reduced |
| Trust Co | 5,210 | $298.1K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,213 | $298.3K | 0.03% | −196−3.6% | Reduced |
| Boston Private Wealth LLC | 5,233 | $299.4K | 0.01% | +17+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $299.4K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,250 | $300.4K | 0.00% | −1,338−20.3% | Reduced |
| Venture Visionary Partners LLC | 5,250 | $300.4K | 0.02% | −39−0.7% | Reduced |
| Fayez Sarofim & Co | 5,272 | $301.7K | 0.00% | +5,272 | New |
| Ronald Blue Trust, Inc. | 4,854 | $302.0K | 0.00% | +1,736+55.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,303 | $303.4K | 0.02% | −705−11.7% | Reduced |
| CAPROCK Group, Inc. | 5,262 | $304.8K | 0.02% | +228+4.5% | Added |
| Corundum Group, Inc. | 5,364 | $306.9K | 0.17% | −1,039−16.2% | Reduced |
| Altshuler Shaham Ltd | 5,371 | $307.3K | 0.01% | +630+13.3% | Added |
| Ameritas Advisory Services, LLC | 5,335 | $307.8K | 0.02% | +5,335 | New |
| RDA Financial Network | 5,397 | $308.8K | 0.13% | −302−5.3% | Reduced |
| James Hambro & Partners | 5,400 | $309.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 5,420 | $310.1K | 0.01% | +424+8.5% | Added |
| Park Avenue Securities LLC | 5,439 | $311.0K | 0.00% | +5,439 | New |
| Centre Asset Management, LLC | 5,449 | $312.0K | 0.08% | −75−1.4% | Reduced |
| Gsa Capital Partners LLP | 5,472 | $313.0K | 0.03% | +5,472 | New |
| Badgley Phelps Wealth Managers, LLC | 5,481 | $313.6K | 0.01% | +346+6.7% | Added |
| Quadrant Capital Group LLC | 5,485 | $313.9K | 0.03% | +1,648+43.0% | Added |
| RFG Advisory, LLC | 5,546 | $317.3K | 0.01% | +17+0.3% | Added |
| Summit Financial, LLC | 5,568 | $321.5K | 0.02% | −246−4.2% | Reduced |
| Capital Investment Advisors, LLC | 5,620 | $321.6K | 0.01% | +246+4.6% | Added |
| GPS Wealth Strategies Group, LLC | 5,624 | $321.8K | 0.06% | −1,236−18.0% | Reduced |
| Gotham Asset Management, LLC | 5,633 | $322.3K | 0.01% | +5,633 | New |
| Brookstone Capital Management | 5,467 | $322.8K | 0.01% | −183−3.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,644 | $322.9K | 0.18% | +50+0.9% | Added |
| Charter Trust Co | 5,689 | $325.5K | 0.03% | −478−7.8% | Reduced |
| Johnson Midwest Financial, LLC | 5,702 | $326.3K | 0.73% | +13+0.2% | Added |
| Alley Investment Management Company, LLC | 5,756 | $329.4K | 0.06% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,772 | $330.3K | 0.04% | +228+4.1% | Added |
| Kure Advisory, LLC | 5,814 | $332.7K | 0.19% | +5,814 | New |
| Heritage Trust Co | 5,823 | $333.2K | 0.05% | −26−0.4% | Reduced |
| Ballast Advisors LLC | 5,859 | $335.3K | 0.13% | −586−9.1% | Reduced |
| CX Institutional | 5,865 | $335.6K | 0.02% | +613+11.7% | Added |
| Cigna Investments Inc | 5,877 | $336.0K | 0.08% | −757−11.4% | Reduced |
| Headlands Technologies LLC | 5,939 | $339.8K | 0.17% | +5,939 | New |
| Integris Wealth Management, LLC | 6,000 | $343.3K | 0.11% | −135−2.2% | Reduced |
| Graham Capital Management, L.P. | 6,026 | $344.8K | 0.01% | −19,288−76.2% | Reduced |
| Csenge Advisory Group | 6,032 | $345.1K | 0.02% | −592−8.9% | Reduced |
| Goelzer Investment Management, Inc. | 6,050 | $346.2K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 6,062 | $346.9K | 0.02% | +6,062 | New |
| E Fund Management Co., Ltd. | 6,065 | $347.0K | 0.03% | +903+17.5% | Added |
| Truepoint, Inc. | 6,067 | $347.2K | 0.01% | +6,067 | New |
| Kozak & Associates, Inc. | 6,080 | $348.7K | 0.13% | +71+1.2% | Added |
| Old National Bancorp | 6,095 | $348.8K | 0.01% | −65−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,027 | $349.9K | 0.02% | +57+1.0% | Added |
| Nicollet Investment Management, Inc. | 6,114 | $350.0K | 0.16% | −42−0.7% | Reduced |
| Sequoia Financial Advisors, LLC | 6,137 | $351.2K | 0.01% | −561−8.4% | Reduced |
| Lewis Capital Management, LLC | 6,160 | $352.5K | 0.55% | −142−2.3% | Reduced |
| Personal Cfo Solutions, LLC | 6,172 | $353.2K | 0.07% | +31+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 6,185 | $353.9K | 0.03% | +6,185 | New |
| Resources Investment Advisors, LLC. | 6,200 | $354.7K | 0.01% | −912−12.8% | Reduced |
| Independent Advisor Alliance | 6,204 | $355.0K | 0.02% | −75−1.2% | Reduced |
| Townsend & Associates, Inc | 6,135 | $357.7K | 0.08% | +6+0.1% | Added |
| Level Four Advisory Services, LLC | 6,252 | $357.7K | 0.02% | −1,343−17.7% | Reduced |
| Veriti Management LLC | 6,269 | $358.7K | 0.04% | −1,957−23.8% | Reduced |
| Meeder Advisory Services, Inc. | 6,346 | $363.1K | 0.05% | −1,862−22.7% | Reduced |
| CWA Asset Management Group, LLC | 6,399 | $366.2K | 0.03% | +1,672+35.4% | Added |
| Longfellow Investment Management Co LLC | 6,399 | $366.2K | 0.10% | +6,399 | New |
| Planning Center, Inc. | 6,403 | $366.4K | 0.10% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 6,415 | $367.1K | 0.02% | −952−12.9% | Reduced |
| Fundamentun, LLC | 6,467 | $370.1K | 0.06% | +612+10.5% | Added |
| Stratos Wealth Partners, LTD. | 6,492 | $371.5K | 0.01% | −652−9.1% | Reduced |
| Axq Capital, LP | 6,500 | $371.9K | 0.13% | +6,500 | New |
| Fulton Bank, N.A. | 6,506 | $372.3K | 0.02% | +3,045+88.0% | Added |
| Rosenberg Matthew Hamilton | 6,654 | $380.8K | 0.13% | +35+0.5% | Added |
| Old Second National Bank of Aurora | 6,698 | $383.3K | 0.12% | 00.0% | Unchanged |
| Spirit of America Management Corp | 6,700 | $383.4K | 0.09% | +500+8.1% | Added |
| Raymond James Trust N.A. | 6,712 | $384.1K | 0.01% | +1,118+20.0% | Added |
| Bleakley Financial Group, LLC | 6,818 | $390.1K | 0.01% | −4,987−42.2% | Reduced |
| Sawtooth Solutions, LLC | 6,818 | $390.1K | 0.01% | −4,956−42.1% | Reduced |
| Angeles Investment Advisors, LLC | 6,780 | $391.5K | 0.03% | +6,780 | New |
| GTS Securities LLC | 6,846 | $391.7K | 0.01% | +6,846 | New |
| Access Financial Services, Inc. | 6,849 | $391.9K | 0.23% | −1,624−19.2% | Reduced |
| NBC Securities, Inc. | 6,861 | $392.0K | 0.04% | +6,861 | New |
| HighMark Wealth Management LLC | 6,873 | $393.3K | 0.33% | −267−3.7% | Reduced |
| O'Brien Greene & Co. Inc | 6,878 | $393.6K | 0.14% | −2,685−28.1% | Reduced |
| Spire Wealth Management | 6,942 | $397.2K | 0.02% | +49+0.7% | Added |
| Intrust Bank NA | 7,017 | $401.5K | 0.05% | +3,145+81.2% | Added |
| Transcend Wealth Collective, LLC | 7,034 | $402.5K | 0.04% | +231+3.4% | Added |
| Wealth Alliance | 7,043 | $403.0K | 0.06% | +2,719+62.9% | Added |
| EP Wealth Advisors, LLC | 7,045 | $403.1K | 0.01% | +6,156+692.5% | Added |
| Affiance Financial, LLC | 7,141 | $408.6K | 0.21% | −21−0.3% | Reduced |