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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 12,160 | $695.8K | 0.15% | −1,245−9.3% | Reduced |
| Great Valley Advisor Group, Inc. | 12,168 | $696.0K | 0.03% | −444−3.5% | Reduced |
| HB Wealth Management, LLC | 12,185 | $697.2K | 0.01% | +3,488+40.1% | Added |
| Integrated Wealth Concepts LLC | 12,341 | $706.2K | 0.01% | +1,188+10.7% | Added |
| Pallas Capital Advisors LLC | 12,138 | $713.0K | 0.04% | +12,138 | New |
| IHT Wealth Management, LLC | 12,542 | $717.6K | 0.04% | −400−3.1% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $729.6K | 0.58% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 12,756 | $729.9K | 0.06% | −30−0.2% | Reduced |
| TD Private Client Wealth LLC | 12,831 | $734.2K | 0.03% | +8,142+173.6% | Added |
| Ballentine Partners, LLC | 12,963 | $741.7K | 0.02% | +4,917+61.1% | Added |
| Avantax Advisory Services, Inc. | 13,091 | $749.1K | 0.01% | −1,997−13.2% | Reduced |
| Advocate Group LLC | 13,453 | $769.8K | 0.18% | −1,569−10.4% | Reduced |
| Kingsview Wealth Management, LLC | 13,461 | $770.2K | 0.03% | +7,421+122.9% | Added |
| Toews Corp | 13,500 | $772.5K | 0.47% | +13,500 | New |
| KLCM Advisors, Inc. | 13,502 | $772.6K | 0.15% | +1,652+13.9% | Added |
| Greenleaf Trust | 13,702 | $784.0K | 0.01% | +1,217+9.7% | Added |
| Simplex Trading, LLC | 13,844 | $792.0K | 0.03% | −14,624−51.4% | Reduced |
| SRS Capital Advisors, Inc. | 14,240 | $814.8K | 0.10% | −40−0.3% | Reduced |
| Bell Bank | 14,264 | $816.2K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 14,302 | $818.0K | 0.10% | +2,561+21.8% | Added |
| NovaPoint Capital, LLC | 14,309 | $818.8K | 0.33% | +515+3.7% | Added |
| Trexquant Investment LP | 14,436 | $826.0K | 0.02% | −48,868−77.2% | Reduced |
| Tiaa Trust, National Association | 14,436 | $826.0K | 0.00% | +14,436 | New |
| Coldstream Capital Management Inc | 14,492 | $829.2K | 0.03% | +5,578+62.6% | Added |
| Buckingham Strategic Wealth, LLC | 14,925 | $854.0K | 0.01% | +231+1.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,943 | $855.0K | 0.08% | +636+4.4% | Added |
| Cerity Partners LLC | 15,002 | $864.9K | 0.00% | −14,379−48.9% | Reduced |
| Walleye Capital LLC | 15,473 | $885.4K | 0.01% | +15,473 | New |
| DeDora Capital, Inc. | 15,495 | $886.6K | 0.35% | +1,126+7.8% | Added |
| Coastal Bridge Advisors, LLC | 15,661 | $896.1K | 0.24% | +64+0.4% | Added |
| Telemus Capital, LLC | 15,870 | $908.1K | 0.08% | −17−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 15,897 | $909.6K | 0.12% | −48,021−75.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $929.4K | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 16,350 | $935.6K | 0.34% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,397 | $938.5K | 0.01% | −533−3.1% | Reduced |
| Dechtman Wealth Management, LLC | 16,406 | $939.0K | 0.28% | +73+0.4% | Added |
| Capstone Investment Advisors, LLC | 16,505 | $944.4K | 0.03% | +13,368+426.1% | Added |
| Bond & Devick Financial Network, Inc. | 16,730 | $957.3K | 0.62% | +1,156+7.4% | Added |
| FourThought Financial Partners, LLC | 17,027 | $974.3K | 0.14% | −4,000−19.0% | Reduced |
| Sigma Planning Corp | 17,104 | $978.7K | 0.04% | −1,799−9.5% | Reduced |
| Zions Bancorporation, N.A. | 17,241 | $986.5K | 0.09% | +14,300+486.2% | Added |
| Davenport & Co LLC | 17,288 | $989.2K | 0.01% | +7,811+82.4% | Added |
| BKD Wealth Advisors, LLC | 17,332 | $991.8K | 0.03% | −30.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 17,408 | $996.1K | 0.03% | +47+0.3% | Added |
| Harbour Investments, Inc. | 17,440 | $997.9K | 0.05% | +21+0.1% | Added |
| Koshinski Asset Management, Inc. | 17,558 | $1.00M | 0.12% | −4,269−19.6% | Reduced |
| United Services Automobile Association | 17,571 | $1.01M | 0.03% | −2,309−11.6% | Reduced |
| First National Advisers, LLC | 17,684 | $1.01M | 0.45% | +11,775+199.3% | Added |
| First Foundation Advisors | 17,724 | $1.01M | 0.05% | +311+1.8% | Added |
| Western Wealth Management, LLC | 17,763 | $1.02M | 0.09% | +1,276+7.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,796 | $1.02M | 0.60% | +2,486+16.2% | Added |
| Ieq Capital, LLC | 17,856 | $1.02M | 0.02% | +5,320+42.4% | Added |
| First Western Trust Bank | 17,916 | $1.03M | 0.06% | −381−2.1% | Reduced |
| Bessemer Group Inc | 18,108 | $1.04M | 0.00% | +3,075+20.5% | Added |
| Procyon Private Wealth Partners, LLC | 18,441 | $1.06M | 0.11% | +4,920+36.4% | Added |
| Cypress Capital Group | 18,511 | $1.06M | 0.15% | +2,686+17.0% | Added |
| Empirical Finance, LLC | 18,757 | $1.07M | 0.08% | +1,815+10.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,117 | $1.09M | 0.09% | −639−3.2% | Reduced |
| South Dakota Investment Council | 19,164 | $1.10M | 0.03% | −1,500−7.3% | Reduced |
| Brinker Capital Investments, LLC | 19,412 | $1.11M | 0.01% | −1,320−6.4% | Reduced |
| Orion Portfolio Solutions, LLC | 19,412 | $1.11M | 0.01% | −1,320−6.4% | Reduced |
| GYL Financial Synergies, LLC | 19,828 | $1.13M | 0.11% | −292−1.5% | Reduced |
| Premier Fund Managers Ltd | 20,000 | $1.14M | 0.05% | −70,000−77.8% | Reduced |
| NorthRock Partners, LLC | 19,923 | $1.14M | 0.12% | +4,735+31.2% | Added |
| Geneos Wealth Management Inc. | 20,398 | $1.17M | 0.06% | +1,412+7.4% | Added |
| Accredited Investors Inc. | 20,998 | $1.20M | 0.09% | +801+4.0% | Added |
| Los Angeles Capital Management LLC | 21,003 | $1.20M | 0.01% | −1,809−7.9% | Reduced |
| Asset Dedication, LLC | 21,156 | $1.21M | 0.10% | +1,114+5.6% | Added |
| Van Hulzen Asset Management, LLC | 21,200 | $1.21M | 0.09% | −21,600−50.5% | Reduced |
| Huntington National Bank | 21,823 | $1.25M | 0.01% | +2,103+10.7% | Added |
| First Citizens Bank & Trust Co | 21,933 | $1.26M | 0.02% | −482−2.2% | Reduced |
| Dakota Wealth Management | 21,971 | $1.26M | 0.06% | +734+3.5% | Added |
| Neuberger Berman Group LLC | 22,029 | $1.26M | 0.00% | +7,354+50.1% | Added |
| Ameritas Investment Partners, Inc. | 22,401 | $1.28M | 0.05% | +3,326+17.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,779 | $1.30M | 0.03% | +2,735+13.6% | Added |
| Advisor Partners II, LLC | 22,777 | $1.30M | 0.05% | −767−3.3% | Reduced |
| Empowered Funds, LLC | 22,800 | $1.30M | 0.04% | +18,320+408.9% | Added |
| Metropolitan Life Insurance Co | 22,819 | $1.31M | 0.07% | −1,165−4.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 22,826 | $1.31M | 0.71% | −633−2.7% | Reduced |
| Bremer Bank National Association | 22,982 | $1.32M | 0.26% | −1,082−4.5% | Reduced |
| White Pine Capital LLC | 23,184 | $1.33M | 0.53% | −328−1.4% | Reduced |
| Great Waters Wealth Management | 23,275 | $1.33M | 0.26% | −403−1.7% | Reduced |
| TownSquare Capital, LLC | 23,539 | $1.35M | 0.02% | +3,029+14.8% | Added |
| MML Investors Services, LLC | 23,782 | $1.36M | 0.01% | +10,108+73.9% | Added |
| NatWest Group plc | 23,932 | $1.37M | 0.71% | +624+2.7% | Added |
| Toroso Investments, LLC | 24,134 | $1.38M | 0.04% | +10,041+71.2% | Added |
| NEOS Investment Management LLC | 24,170 | $1.38M | 0.18% | +24,170 | New |
| Apollon Wealth Management, LLC | 24,751 | $1.42M | 0.07% | −683−2.7% | Reduced |
| CWM, LLC | 24,858 | $1.42M | 0.01% | −1,361−5.2% | Reduced |
| Keybank National Association | 24,866 | $1.42M | 0.01% | −3,163−11.3% | Reduced |
| Norinchukin Bank, The | 25,151 | $1.44M | 0.03% | −9,804−28.0% | Reduced |
| Bokf, NA | 24,299 | $1.44M | 0.03% | +1,525+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 25,311 | $1.45M | 0.00% | −604−2.3% | Reduced |
| AXA S.A. | 25,417 | $1.45M | 0.01% | +5,128+25.3% | Added |
| Berger Financial Group, Inc | 25,486 | $1.46M | 0.17% | +303+1.2% | Added |
| Kesler, Norman & Wride, LLC | 25,838 | $1.48M | 0.37% | −307−1.2% | Reduced |
| IFP Advisors, Inc | 26,108 | $1.49M | 0.07% | +14,647+127.8% | Added |
| Crestline Management, LP | 26,251 | $1.50M | 0.18% | +26,251 | New |
| Strategic Investment Solutions, Inc. | 25,200 | $1.51M | 0.02% | +24,800+6,200.0% | Added |
| Central Bank & Trust Co | 27,342 | $1.56M | 0.27% | −175−0.6% | Reduced |