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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 37,538 | $2.15M | 0.40% | +11,587+44.6% | Added |
| ARS Investment Partners, LLC | 37,195 | $2.13M | 0.26% | −2,407−6.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 36,492 | $2.11M | 1.50% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 35,750 | $2.05M | 0.03% | +694+2.0% | Added |
| Mission Wealth Management, LP | 35,637 | $2.04M | 0.08% | −2,208−5.8% | Reduced |
| Mirabella Financial Services LLP | 34,960 | $2.00M | 0.28% | +22,291+175.9% | Added |
| Engineers Gate Manager LP | 34,477 | $1.97M | 0.07% | −36,946−51.7% | Reduced |
| Agf Management Ltd | 34,372 | $1.97M | 0.01% | +34,372 | New |
| KBC Group NV | 34,178 | $1.96M | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 33,121 | $1.90M | 0.04% | +345+1.1% | Added |
| Metis Global Partners, LLC | 32,844 | $1.88M | 0.09% | +4,178+14.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 32,188 | $1.84M | 0.01% | +32,188 | New |
| Group One Trading, L.P. | 31,931 | $1.83M | 0.07% | +31,931 | New |
| Shell Asset Management Co | 31,843 | $1.82M | 0.08% | −965−2.9% | Reduced |
| Cresset Asset Management, LLC | 31,572 | $1.82M | 0.01% | +2,598+9.0% | Added |
| Epiq Partners, LLC | 31,169 | $1.78M | 1.35% | −1,050−3.3% | Reduced |
| Baird Financial Group, Inc. | 31,094 | $1.78M | 0.00% | −672−2.1% | Reduced |
| STRS Ohio | 30,219 | $1.73M | 0.01% | −183,905−85.9% | Reduced |
| Cetera Investment Advisers | 30,185 | $1.73M | 0.01% | +6,167+25.7% | Added |
| D.A. Davidson & Co. | 29,785 | $1.70M | 0.02% | +1,300+4.6% | Added |
| Pathstone Family Office, LLC | 29,260 | $1.68M | 0.01% | +19,004+185.3% | Added |
| QRG Capital Management, Inc. | 28,722 | $1.64M | 0.03% | +28,722 | New |
| New Mexico Educational Retirement Board | 28,678 | $1.64M | 0.07% | +2,100+7.9% | Added |
| Claro Advisors LLC | 28,567 | $1.63M | 0.41% | +768+2.8% | Added |
| Beacon Pointe Advisors, LLC | 28,505 | $1.63M | 0.02% | −203−0.7% | Reduced |
| Credit Agricole S A | 27,759 | $1.59M | 0.05% | +7,120+34.5% | Added |
| Two Sigma Advisers, LP | 27,500 | $1.57M | 0.00% | +27,500 | New |
| Icon Advisers Inc | 27,400 | $1.57M | 0.39% | 00.0% | Unchanged |
| Central Bank & Trust Co | 27,342 | $1.56M | 0.27% | −175−0.6% | Reduced |
| Strategic Investment Solutions, Inc. | 25,200 | $1.51M | 0.02% | +24,800+6,200.0% | Added |
| Crestline Management, LP | 26,251 | $1.50M | 0.18% | +26,251 | New |
| IFP Advisors, Inc | 26,108 | $1.49M | 0.07% | +14,647+127.8% | Added |
| Kesler, Norman & Wride, LLC | 25,838 | $1.48M | 0.37% | −307−1.2% | Reduced |
| Berger Financial Group, Inc | 25,486 | $1.46M | 0.17% | +303+1.2% | Added |
| AXA S.A. | 25,417 | $1.45M | 0.01% | +5,128+25.3% | Added |
| Northwestern Mutual Wealth Management Co | 25,311 | $1.45M | 0.00% | −604−2.3% | Reduced |
| Bokf, NA | 24,299 | $1.44M | 0.03% | +1,525+6.7% | Added |
| Norinchukin Bank, The | 25,151 | $1.44M | 0.03% | −9,804−28.0% | Reduced |
| Keybank National Association | 24,866 | $1.42M | 0.01% | −3,163−11.3% | Reduced |
| CWM, LLC | 24,858 | $1.42M | 0.01% | −1,361−5.2% | Reduced |
| Apollon Wealth Management, LLC | 24,751 | $1.42M | 0.07% | −683−2.7% | Reduced |
| NEOS Investment Management LLC | 24,170 | $1.38M | 0.18% | +24,170 | New |
| Toroso Investments, LLC | 24,134 | $1.38M | 0.04% | +10,041+71.2% | Added |
| NatWest Group plc | 23,932 | $1.37M | 0.71% | +624+2.7% | Added |
| MML Investors Services, LLC | 23,782 | $1.36M | 0.01% | +10,108+73.9% | Added |
| TownSquare Capital, LLC | 23,539 | $1.35M | 0.02% | +3,029+14.8% | Added |
| Great Waters Wealth Management | 23,275 | $1.33M | 0.26% | −403−1.7% | Reduced |
| White Pine Capital LLC | 23,184 | $1.33M | 0.53% | −328−1.4% | Reduced |
| Bremer Bank National Association | 22,982 | $1.32M | 0.26% | −1,082−4.5% | Reduced |
| Valtinson Bruner Financial Planning LLC | 22,826 | $1.31M | 0.71% | −633−2.7% | Reduced |
| Metropolitan Life Insurance Co | 22,819 | $1.31M | 0.07% | −1,165−4.9% | Reduced |
| Empowered Funds, LLC | 22,800 | $1.30M | 0.04% | +18,320+408.9% | Added |
| Advisor Partners II, LLC | 22,777 | $1.30M | 0.05% | −767−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,779 | $1.30M | 0.03% | +2,735+13.6% | Added |
| Ameritas Investment Partners, Inc. | 22,401 | $1.28M | 0.05% | +3,326+17.4% | Added |
| Neuberger Berman Group LLC | 22,029 | $1.26M | 0.00% | +7,354+50.1% | Added |
| Dakota Wealth Management | 21,971 | $1.26M | 0.06% | +734+3.5% | Added |
| First Citizens Bank & Trust Co | 21,933 | $1.26M | 0.02% | −482−2.2% | Reduced |
| Huntington National Bank | 21,823 | $1.25M | 0.01% | +2,103+10.7% | Added |
| Van Hulzen Asset Management, LLC | 21,200 | $1.21M | 0.09% | −21,600−50.5% | Reduced |
| Asset Dedication, LLC | 21,156 | $1.21M | 0.10% | +1,114+5.6% | Added |
| Los Angeles Capital Management LLC | 21,003 | $1.20M | 0.01% | −1,809−7.9% | Reduced |
| Accredited Investors Inc. | 20,998 | $1.20M | 0.09% | +801+4.0% | Added |
| Geneos Wealth Management Inc. | 20,398 | $1.17M | 0.06% | +1,412+7.4% | Added |
| NorthRock Partners, LLC | 19,923 | $1.14M | 0.12% | +4,735+31.2% | Added |
| Premier Fund Managers Ltd | 20,000 | $1.14M | 0.05% | −70,000−77.8% | Reduced |
| GYL Financial Synergies, LLC | 19,828 | $1.13M | 0.11% | −292−1.5% | 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 |
| South Dakota Investment Council | 19,164 | $1.10M | 0.03% | −1,500−7.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,117 | $1.09M | 0.09% | −639−3.2% | Reduced |
| Empirical Finance, LLC | 18,757 | $1.07M | 0.08% | +1,815+10.7% | Added |
| Cypress Capital Group | 18,511 | $1.06M | 0.15% | +2,686+17.0% | Added |
| Procyon Private Wealth Partners, LLC | 18,441 | $1.06M | 0.11% | +4,920+36.4% | Added |
| Bessemer Group Inc | 18,108 | $1.04M | 0.00% | +3,075+20.5% | Added |
| First Western Trust Bank | 17,916 | $1.03M | 0.06% | −381−2.1% | Reduced |
| Ieq Capital, LLC | 17,856 | $1.02M | 0.02% | +5,320+42.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,796 | $1.02M | 0.60% | +2,486+16.2% | Added |
| Western Wealth Management, LLC | 17,763 | $1.02M | 0.09% | +1,276+7.7% | Added |
| First Foundation Advisors | 17,724 | $1.01M | 0.05% | +311+1.8% | Added |
| First National Advisers, LLC | 17,684 | $1.01M | 0.45% | +11,775+199.3% | Added |
| United Services Automobile Association | 17,571 | $1.01M | 0.03% | −2,309−11.6% | Reduced |
| Koshinski Asset Management, Inc. | 17,558 | $1.00M | 0.12% | −4,269−19.6% | Reduced |
| Harbour Investments, Inc. | 17,440 | $997.9K | 0.05% | +21+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 17,408 | $996.1K | 0.03% | +47+0.3% | Added |
| BKD Wealth Advisors, LLC | 17,332 | $991.8K | 0.03% | −30.0% | Reduced |
| Davenport & Co LLC | 17,288 | $989.2K | 0.01% | +7,811+82.4% | Added |
| Zions Bancorporation, N.A. | 17,241 | $986.5K | 0.09% | +14,300+486.2% | Added |
| Sigma Planning Corp | 17,104 | $978.7K | 0.04% | −1,799−9.5% | Reduced |
| FourThought Financial Partners, LLC | 17,027 | $974.3K | 0.14% | −4,000−19.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 16,730 | $957.3K | 0.62% | +1,156+7.4% | Added |
| Capstone Investment Advisors, LLC | 16,505 | $944.4K | 0.03% | +13,368+426.1% | Added |
| Dechtman Wealth Management, LLC | 16,406 | $939.0K | 0.28% | +73+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,397 | $938.5K | 0.01% | −533−3.1% | Reduced |
| WealthTrust Axiom LLC | 16,350 | $935.6K | 0.34% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 16,243 | $929.4K | 0.14% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 15,897 | $909.6K | 0.12% | −48,021−75.1% | Reduced |
| Telemus Capital, LLC | 15,870 | $908.1K | 0.08% | −17−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 15,661 | $896.1K | 0.24% | +64+0.4% | Added |
| DeDora Capital, Inc. | 15,495 | $886.6K | 0.35% | +1,126+7.8% | Added |