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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 8,307 | $475.3K | 0.11% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,765 | $474.2K | 0.01% | −4,382−36.1% | Reduced |
| Stock Yards Bank & Trust Co | 8,268 | $473.1K | 0.02% | −97−1.2% | Reduced |
| Vident Advisory, LLC | 8,258 | $472.5K | 0.01% | +8,258 | New |
| PFG Investments, LLC | 8,206 | $469.6K | 0.09% | +8,206 | New |
| Cohen Klingenstein LLC | 8,100 | $463.5K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 8,086 | $462.7K | 0.02% | +8,086 | New |
| Midwest Professional Planners, LTD. | 7,983 | $456.8K | 0.21% | +395+5.2% | Added |
| Fund Management at Engine No. 1 LLC | 7,885 | $451.2K | 0.07% | +717+10.0% | Added |
| Gateway Wealth Partners, LLC | 7,783 | $445.3K | 0.08% | +115+1.5% | Added |
| Laraway Financial Inc | 7,776 | $444.9K | 0.46% | −1,409−15.3% | Reduced |
| Sumitomo Life Insurance Co | 7,752 | $443.6K | 0.01% | −328−4.1% | Reduced |
| Alberta Investment Management Corp | 7,700 | $440.6K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 7,679 | $439.4K | 0.05% | +5+0.1% | Added |
| Allworth Financial LP | 7,673 | $439.0K | 0.00% | +265+3.6% | Added |
| Checchi Capital Advisers, LLC | 7,608 | $435.3K | 0.04% | +149+2.0% | Added |
| Kestra Private Wealth Services, LLC | 7,593 | $434.5K | 0.01% | +1,208+18.9% | Added |
| Aveo Capital Partners, LLC | 7,566 | $432.9K | 0.06% | −123−1.6% | Reduced |
| Ramirez Asset Management, Inc. | 7,550 | $432.0K | 0.09% | +7,550 | New |
| Alethea Capital Management, LLC | 7,524 | $430.5K | 0.53% | +7,524 | New |
| Ingalls & Snyder LLC | 7,498 | $429.0K | 0.02% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 7,404 | $423.7K | 0.14% | −51−0.7% | Reduced |
| Horizon Investments, LLC | 7,366 | $421.5K | 0.01% | +102+1.4% | Added |
| Romano Brothers and Company | 7,313 | $418.4K | 0.07% | −63−0.9% | Reduced |
| Aspen Wealth Strategies, LLC | 7,305 | $418.0K | 0.33% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,255 | $415.1K | 0.02% | +7,255 | New |
| ISAM Funds (UK) Ltd | 7,243 | $414.4K | 0.26% | +7,243 | New |
| SNS Financial Group, LLC | 7,118 | $411.0K | 0.05% | −23−0.3% | Reduced |
| Affiance Financial, LLC | 7,141 | $408.6K | 0.21% | −21−0.3% | Reduced |
| EP Wealth Advisors, LLC | 7,045 | $403.1K | 0.01% | +6,156+692.5% | Added |
| Wealth Alliance | 7,043 | $403.0K | 0.06% | +2,719+62.9% | Added |
| Transcend Wealth Collective, LLC | 7,034 | $402.5K | 0.04% | +231+3.4% | Added |
| Intrust Bank NA | 7,017 | $401.5K | 0.05% | +3,145+81.2% | Added |
| Spire Wealth Management | 6,942 | $397.2K | 0.02% | +49+0.7% | Added |
| O'Brien Greene & Co. Inc | 6,878 | $393.6K | 0.14% | −2,685−28.1% | Reduced |
| HighMark Wealth Management LLC | 6,873 | $393.3K | 0.33% | −267−3.7% | Reduced |
| NBC Securities, Inc. | 6,861 | $392.0K | 0.04% | +6,861 | New |
| Access Financial Services, Inc. | 6,849 | $391.9K | 0.23% | −1,624−19.2% | Reduced |
| GTS Securities LLC | 6,846 | $391.7K | 0.01% | +6,846 | New |
| Angeles Investment Advisors, LLC | 6,780 | $391.5K | 0.03% | +6,780 | New |
| 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 |
| Raymond James Trust N.A. | 6,712 | $384.1K | 0.01% | +1,118+20.0% | Added |
| Spirit of America Management Corp | 6,700 | $383.4K | 0.09% | +500+8.1% | Added |
| Old Second National Bank of Aurora | 6,698 | $383.3K | 0.12% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,654 | $380.8K | 0.13% | +35+0.5% | Added |
| Fulton Bank, N.A. | 6,506 | $372.3K | 0.02% | +3,045+88.0% | Added |
| Axq Capital, LP | 6,500 | $371.9K | 0.13% | +6,500 | New |
| Stratos Wealth Partners, LTD. | 6,492 | $371.5K | 0.01% | −652−9.1% | Reduced |
| Fundamentun, LLC | 6,467 | $370.1K | 0.06% | +612+10.5% | Added |
| KCM Investment Advisors LLC | 6,415 | $367.1K | 0.02% | −952−12.9% | Reduced |
| Planning Center, Inc. | 6,403 | $366.4K | 0.10% | 00.0% | Unchanged |
| 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 |
| Meeder Advisory Services, Inc. | 6,346 | $363.1K | 0.05% | −1,862−22.7% | Reduced |
| Veriti Management LLC | 6,269 | $358.7K | 0.04% | −1,957−23.8% | Reduced |
| Level Four Advisory Services, LLC | 6,252 | $357.7K | 0.02% | −1,343−17.7% | Reduced |
| Townsend & Associates, Inc | 6,135 | $357.7K | 0.08% | +6+0.1% | Added |
| Independent Advisor Alliance | 6,204 | $355.0K | 0.02% | −75−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 6,200 | $354.7K | 0.01% | −912−12.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,185 | $353.9K | 0.03% | +6,185 | New |
| Personal Cfo Solutions, LLC | 6,172 | $353.2K | 0.07% | +31+0.5% | Added |
| Lewis Capital Management, LLC | 6,160 | $352.5K | 0.55% | −142−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 6,137 | $351.2K | 0.01% | −561−8.4% | Reduced |
| Nicollet Investment Management, Inc. | 6,114 | $350.0K | 0.16% | −42−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,027 | $349.9K | 0.02% | +57+1.0% | Added |
| Old National Bancorp | 6,095 | $348.8K | 0.01% | −65−1.1% | Reduced |
| Kozak & Associates, Inc. | 6,080 | $348.7K | 0.13% | +71+1.2% | Added |
| Truepoint, Inc. | 6,067 | $347.2K | 0.01% | +6,067 | New |
| E Fund Management Co., Ltd. | 6,065 | $347.0K | 0.03% | +903+17.5% | Added |
| MBB Public Markets I LLC | 6,062 | $346.9K | 0.02% | +6,062 | New |
| Goelzer Investment Management, Inc. | 6,050 | $346.2K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,032 | $345.1K | 0.02% | −592−8.9% | Reduced |
| Graham Capital Management, L.P. | 6,026 | $344.8K | 0.01% | −19,288−76.2% | Reduced |
| Integris Wealth Management, LLC | 6,000 | $343.3K | 0.11% | −135−2.2% | Reduced |
| Headlands Technologies LLC | 5,939 | $339.8K | 0.17% | +5,939 | New |
| Cigna Investments Inc | 5,877 | $336.0K | 0.08% | −757−11.4% | Reduced |
| CX Institutional | 5,865 | $335.6K | 0.02% | +613+11.7% | Added |
| Ballast Advisors LLC | 5,859 | $335.3K | 0.13% | −586−9.1% | Reduced |
| Heritage Trust Co | 5,823 | $333.2K | 0.05% | −26−0.4% | Reduced |
| Kure Advisory, LLC | 5,814 | $332.7K | 0.19% | +5,814 | New |
| Eqis Capital Management, Inc. | 5,772 | $330.3K | 0.04% | +228+4.1% | Added |
| Alley Investment Management Company, LLC | 5,756 | $329.4K | 0.06% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,702 | $326.3K | 0.73% | +13+0.2% | Added |
| Charter Trust Co | 5,689 | $325.5K | 0.03% | −478−7.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 5,644 | $322.9K | 0.18% | +50+0.9% | Added |
| Brookstone Capital Management | 5,467 | $322.8K | 0.01% | −183−3.2% | Reduced |
| Gotham Asset Management, LLC | 5,633 | $322.3K | 0.01% | +5,633 | New |
| GPS Wealth Strategies Group, LLC | 5,624 | $321.8K | 0.06% | −1,236−18.0% | Reduced |
| Capital Investment Advisors, LLC | 5,620 | $321.6K | 0.01% | +246+4.6% | Added |
| Summit Financial, LLC | 5,568 | $321.5K | 0.02% | −246−4.2% | Reduced |
| RFG Advisory, LLC | 5,546 | $317.3K | 0.01% | +17+0.3% | Added |
| Quadrant Capital Group LLC | 5,485 | $313.9K | 0.03% | +1,648+43.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,481 | $313.6K | 0.01% | +346+6.7% | Added |
| Gsa Capital Partners LLP | 5,472 | $313.0K | 0.03% | +5,472 | New |
| Centre Asset Management, LLC | 5,449 | $312.0K | 0.08% | −75−1.4% | Reduced |
| Park Avenue Securities LLC | 5,439 | $311.0K | 0.00% | +5,439 | New |
| Axxcess Wealth Management, LLC | 5,420 | $310.1K | 0.01% | +424+8.5% | Added |
| James Hambro & Partners | 5,400 | $309.0K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 5,397 | $308.8K | 0.13% | −302−5.3% | Reduced |