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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 7,118 | $411.0K | 0.05% | −23−0.3% | Reduced |
| ISAM Funds (UK) Ltd | 7,243 | $414.4K | 0.26% | +7,243 | New |
| Centiva Capital, LP | 7,255 | $415.1K | 0.02% | +7,255 | New |
| Aspen Wealth Strategies, LLC | 7,305 | $418.0K | 0.33% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,313 | $418.4K | 0.07% | −63−0.9% | Reduced |
| Horizon Investments, LLC | 7,366 | $421.5K | 0.01% | +102+1.4% | Added |
| First Commonwealth Financial Corp | 7,404 | $423.7K | 0.14% | −51−0.7% | Reduced |
| Ingalls & Snyder LLC | 7,498 | $429.0K | 0.02% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 7,524 | $430.5K | 0.53% | +7,524 | New |
| Ramirez Asset Management, Inc. | 7,550 | $432.0K | 0.09% | +7,550 | New |
| Aveo Capital Partners, LLC | 7,566 | $432.9K | 0.06% | −123−1.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,593 | $434.5K | 0.01% | +1,208+18.9% | Added |
| Checchi Capital Advisers, LLC | 7,608 | $435.3K | 0.04% | +149+2.0% | Added |
| Allworth Financial LP | 7,673 | $439.0K | 0.00% | +265+3.6% | Added |
| SFMG, LLC | 7,679 | $439.4K | 0.05% | +5+0.1% | Added |
| Alberta Investment Management Corp | 7,700 | $440.6K | 0.00% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 7,752 | $443.6K | 0.01% | −328−4.1% | Reduced |
| Laraway Financial Inc | 7,776 | $444.9K | 0.46% | −1,409−15.3% | Reduced |
| Gateway Wealth Partners, LLC | 7,783 | $445.3K | 0.08% | +115+1.5% | Added |
| Fund Management at Engine No. 1 LLC | 7,885 | $451.2K | 0.07% | +717+10.0% | Added |
| Midwest Professional Planners, LTD. | 7,983 | $456.8K | 0.21% | +395+5.2% | Added |
| RMB Capital Management, LLC | 8,086 | $462.7K | 0.02% | +8,086 | New |
| Cohen Klingenstein LLC | 8,100 | $463.5K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,206 | $469.6K | 0.09% | +8,206 | New |
| Vident Advisory, LLC | 8,258 | $472.5K | 0.01% | +8,258 | New |
| Stock Yards Bank & Trust Co | 8,268 | $473.1K | 0.02% | −97−1.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,765 | $474.2K | 0.01% | −4,382−36.1% | Reduced |
| Fiduciary Alliance LLC | 8,307 | $475.3K | 0.11% | 00.0% | Unchanged |
| Aviva PLC | 8,354 | $478.0K | 0.00% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,412 | $481.5K | 0.04% | +150+1.8% | Added |
| Bradley Foster & Sargent Inc | 7,788 | $484.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 8,491 | $485.9K | 0.01% | −20−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 8,535 | $488.4K | 0.28% | −80−0.9% | Reduced |
| ICA Group Wealth Management, LLC | 8,613 | $492.8K | 0.14% | +14+0.2% | Added |
| Stonebridge Capital Advisors LLC | 8,615 | $493.0K | 0.05% | −121−1.4% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $496.2K | 0.21% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 9,032 | $497.0K | 0.18% | −816−8.3% | Reduced |
| Synovus Financial Corp | 8,700 | $497.8K | 0.01% | +4,500+107.1% | Added |
| Bank of Hawaii | 8,734 | $499.8K | 0.03% | +5,000+133.9% | Added |
| Carret Asset Management, LLC | 8,789 | $502.9K | 0.07% | −100−1.1% | Reduced |
| Moody National Bank Trust Division | 8,792 | $503.1K | 0.03% | −671−7.1% | Reduced |
| Argent Trust Co | 8,832 | $505.4K | 0.03% | +810+10.1% | Added |
| Versor Investments LP | 8,889 | $508.6K | 0.10% | +8,889 | New |
| Krane Funds Advisors LLC | 8,912 | $510.0K | 0.02% | +1,061+13.5% | Added |
| Wellington Management Group LLP | 9,000 | $515.0K | 0.00% | 00.0% | Unchanged |
| STF Management LP | 9,005 | $515.3K | 0.27% | +5,532+159.3% | Added |
| Brown Advisory Inc | 9,015 | $515.8K | 0.00% | −984−9.8% | Reduced |
| FineMark National Bank & Trust | 9,141 | $523.0K | 0.02% | +320+3.6% | Added |
| Moors & Cabot, Inc. | 9,185 | $525.6K | 0.04% | +298+3.4% | Added |
| Advisory Services Network, LLC | 9,190 | $525.8K | 0.01% | +100+1.1% | Added |
| SC&H Financial Advisors, Inc. | 9,221 | $527.6K | 0.18% | −240−2.5% | Reduced |
| West Family Investments, Inc. | 9,310 | $532.7K | 0.19% | +808+9.5% | Added |
| Qtron Investments LLC | 9,412 | $538.6K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,569 | $547.5K | 0.01% | −668−6.5% | Reduced |
| Gradient Investments LLC | 9,636 | $551.4K | 0.01% | −176−1.8% | Reduced |
| Everence Capital Management Inc | 9,744 | $558.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,786 | $560.1K | 0.02% | +586+6.4% | Added |
| Atria Wealth Solutions, Inc. | 9,835 | $562.8K | 0.01% | +1,052+12.0% | Added |
| International Assets Investment Management, LLC | 29,515 | $563.5K | 0.08% | +2,430+9.0% | Added |
| American State Bank (Iowa) | 9,854 | $563.8K | 0.40% | −66−0.7% | Reduced |
| First Hawaiian Bank | 9,893 | $566.1K | 0.02% | +121+1.2% | Added |
| Lido Advisors, LLC | 9,905 | $566.7K | 0.01% | +1,903+23.8% | Added |
| Burns Matteson Capital Management, LLC | 9,934 | $568.4K | 0.36% | +9,934 | New |
| Investment Management Corp of Ontario | 9,950 | $569.3K | 0.02% | +3,014+43.5% | Added |
| National Asset Management, Inc. | 9,909 | $572.1K | 0.02% | +125+1.3% | Added |
| Wetherby Asset Management Inc | 10,066 | $576.0K | 0.03% | +3,281+48.4% | Added |
| Farmers & Merchants Investments Inc | 10,087 | $577.2K | 0.02% | +527+5.5% | Added |
| First National Bank & Trust Co of Newtown | 10,092 | $577.5K | 0.13% | 00.0% | Unchanged |
| Old Port Advisors | 10,153 | $581.0K | 0.21% | +10,153 | New |
| Cetera Advisors LLC | 10,285 | $588.5K | 0.01% | +1,279+14.2% | Added |
| Foundations Investment Advisors, LLC | 10,290 | $588.8K | 0.02% | +176+1.7% | Added |
| Global Retirement Partners, LLC | 10,487 | $593.9K | 0.03% | −2,490−19.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10,428 | $596.7K | 0.24% | +10,421+148,871.4% | Added |
| Tokio Marine Asset Management Co Ltd | 10,442 | $597.5K | 0.04% | +274+2.7% | Added |
| Aptus Capital Advisors, LLC | 10,457 | $598.4K | 0.02% | +1,882+21.9% | Added |
| Mosaic Family Wealth Partners, LLC | 10,479 | $599.6K | 0.12% | 00.0% | Unchanged |
| Bailard, Inc. | 10,510 | $601.4K | 0.02% | +10,510 | New |
| Fiduciary Trust Co | 10,517 | $601.8K | 0.01% | −813−7.2% | Reduced |
| Two Sigma Securities, LLC | 10,760 | $615.7K | 0.03% | +10,760 | New |
| B. Metzler seel. Sohn & Co. AG | 10,858 | $621.3K | 0.01% | +1,441+15.3% | Added |
| Thompson Investment Management, Inc. | 10,899 | $623.6K | 0.11% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,158 | $638.5K | 0.02% | +3,634+48.3% | Added |
| Kenfarb & Co. | 11,195 | $640.6K | 0.59% | −150−1.3% | Reduced |
| Numerai GP LLC | 11,198 | $640.8K | 0.21% | +11,198 | New |
| Kingswood Wealth Advisors, LLC | 11,210 | $641.4K | 0.11% | +11,210 | New |
| Dearborn Partners LLC | 11,329 | $648.2K | 0.03% | −1,157−9.3% | Reduced |
| Coastline Trust Co | 11,365 | $650.3K | 0.10% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 11,366 | $650.4K | 0.15% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $650.9K | 0.08% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,429 | $654.0K | 0.10% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 11,491 | $657.5K | 0.46% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 11,491 | $657.5K | 0.08% | +11,491 | New |
| Benjamin F. Edwards & Company, Inc. | 11,529 | $660.0K | 0.03% | +475+4.3% | Added |
| Advisors Management Group Inc | 11,610 | $664.0K | 0.20% | +11+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 11,662 | $667.4K | 0.38% | −483−4.0% | Reduced |
| Marks Group Wealth Management, Inc | 11,674 | $668.0K | 0.08% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 11,829 | $676.8K | 0.11% | +10.0% | Added |
| Carlson Capital Management | 11,861 | $678.7K | 0.04% | −1,055−8.2% | Reduced |
| Glenmede Trust Co NA | 11,986 | $685.8K | 0.00% | −3,903−24.6% | Reduced |
| GeoWealth Management, LLC | 12,123 | $694.0K | 0.08% | +12,123 | New |