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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 5,335 | $307.8K | 0.02% | +5,335 | New |
| Altshuler Shaham Ltd | 5,371 | $307.3K | 0.01% | +630+13.3% | Added |
| Corundum Group, Inc. | 5,364 | $306.9K | 0.17% | −1,039−16.2% | Reduced |
| CAPROCK Group, Inc. | 5,262 | $304.8K | 0.02% | +228+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,303 | $303.4K | 0.02% | −705−11.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,854 | $302.0K | 0.00% | +1,736+55.7% | Added |
| Fayez Sarofim & Co | 5,272 | $301.7K | 0.00% | +5,272 | New |
| Venture Visionary Partners LLC | 5,250 | $300.4K | 0.02% | −39−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 5,250 | $300.4K | 0.00% | −1,338−20.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,233 | $299.4K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,233 | $299.4K | 0.01% | +17+0.3% | Added |
| Nations Financial Group Inc, | 5,213 | $298.3K | 0.03% | −196−3.6% | Reduced |
| Trust Co | 5,210 | $298.1K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,196 | $297.3K | 0.03% | −10−0.2% | Reduced |
| Concord Wealth Partners | 5,195 | $297.3K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,145 | $294.4K | 0.01% | +890+20.9% | Added |
| FDx Advisors, Inc. | 5,066 | $290.0K | 0.02% | −4,165−45.1% | Reduced |
| Madison Asset Management, LLC | 5,064 | $289.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 5,021 | $287.3K | 0.00% | +241+5.0% | Added |
| Adviser Investments LLC | 5,017 | $287.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,934 | $284.9K | 0.02% | −1,516−23.5% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $283.0K | 0.09% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 4,925 | $282.0K | 0.01% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $281.0K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,910 | $280.9K | 0.00% | −94−1.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,907 | $280.8K | 0.04% | +1,165+31.1% | Added |
| Montag A & Associates Inc | 4,832 | $279.0K | 0.02% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,760 | $272.4K | 0.16% | +17+0.4% | Added |
| First Horizon Advisors, Inc. | 4,739 | $271.2K | 0.01% | +280+6.3% | Added |
| Mutual Advisors, LLC | 4,728 | $270.5K | 0.01% | +1,152+32.2% | Added |
| Avestar Capital, LLC | 4,699 | $268.9K | 0.04% | +305+6.9% | Added |
| Meritage Group LP | 4,681 | $268.0K | 0.01% | +1,210+34.9% | Added |
| Welch Group, LLC | 4,650 | $266.1K | 0.02% | −3,340−41.8% | Reduced |
| V-Square Quantitative Management LLC | 4,638 | $265.4K | 0.12% | +3,382+269.3% | Added |
| Clarius Group, LLC | 4,630 | $264.9K | 0.03% | −2,236−32.6% | Reduced |
| PrairieView Partners, LLC | 4,621 | $264.0K | 0.04% | −761−14.1% | Reduced |
| Smith Anglin Financial, LLC | 4,602 | $263.3K | 0.03% | +36+0.8% | Added |
| Headinvest, LLC | 4,767 | $262.3K | 0.06% | 00.0% | Unchanged |
| Destination Wealth Management | 4,558 | $260.8K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,551 | $260.4K | 0.01% | +58+1.3% | Added |
| Stephens Inc | 4,529 | $259.1K | 0.00% | +1,248+38.0% | Added |
| Fortis Group Advisors, LLC | 3,823 | $257.8K | 0.08% | +235+6.5% | Added |
| Gilman Hill Asset Management, LLC | 4,500 | $257.5K | 0.05% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,489 | $256.9K | 0.01% | +1,081+31.7% | Added |
| Quantum Financial Advisors, LLC | 4,442 | $254.2K | 0.07% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 4,438 | $253.9K | 0.18% | +10.0% | Added |
| Tradewinds, LLC. | 4,410 | $252.3K | 0.15% | −81−1.8% | Reduced |
| InterOcean Capital Group, LLC | 4,409 | $252.3K | 0.01% | −43−1.0% | Reduced |
| Sandy Spring Bank | 4,399 | $251.7K | 0.01% | −155−3.4% | Reduced |
| Jones Financial Companies LLLP | 4,395 | $251.5K | 0.00% | −16−0.4% | Reduced |
| Snowden Capital Advisors LLC | 4,356 | $249.3K | 0.01% | +4,356 | New |
| Evergreen Capital Management LLC | 4,313 | $249.2K | 0.01% | −1,572−26.7% | Reduced |
| Eastern Bank | 4,350 | $248.9K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,303 | $248.7K | 0.01% | +4,303 | New |
| Harvest Fund Management Co., Ltd | 4,340 | $248.0K | 0.04% | +1,637+60.6% | Added |
| Wesbanco Bank Inc | 4,327 | $247.6K | 0.01% | −450−9.4% | Reduced |
| CIBC World Markets Inc. | 4,317 | $247.0K | 0.00% | +4,317 | New |
| Prime Capital Investment Advisors, LLC | 4,297 | $245.9K | 0.01% | +96+2.3% | Added |
| TCG Advisory Services, LLC | 4,289 | $245.4K | 0.04% | −27−0.6% | Reduced |
| Simon Quick Advisors, LLC | 4,279 | $244.8K | 0.02% | +71+1.7% | Added |
| South State Corp. | 4,268 | $244.2K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 4,214 | $243.3K | 0.11% | +624+17.4% | Added |
| Wade G W & Inc | 4,207 | $241.0K | 0.01% | +296+7.6% | Added |
| Raleigh Capital Management Inc. | 4,196 | $240.1K | 0.12% | +4,196 | New |
| Sound View Wealth Advisors Group, LLC | 4,193 | $239.9K | 0.03% | +505+13.7% | Added |
| TCI Wealth Advisors, Inc. | 4,171 | $238.7K | 0.03% | −111−2.6% | Reduced |
| Boston Partners | 4,168 | $238.5K | 0.00% | +37+0.9% | Added |
| CRA Financial Services, LLC | 4,145 | $237.2K | 0.07% | +161+4.0% | Added |
| Lincoln National Corp | 4,143 | $237.0K | 0.00% | −401−8.8% | Reduced |
| CCG Wealth Management, LLC | 4,134 | $236.5K | 0.15% | −1,200−22.5% | Reduced |
| Strategy Asset Managers LLC | 4,114 | $235.4K | 0.06% | +38+0.9% | Added |
| McKinley Carter Wealth Services, Inc. | 4,083 | $233.7K | 0.02% | +74+1.8% | Added |
| Larson Financial Group LLC | 4,021 | $230.1K | 0.02% | −619−13.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,000 | $229.4K | 0.03% | 00.0% | Unchanged |
| Glenview Trust Co | 4,003 | $229.1K | 0.01% | −54−1.3% | Reduced |
| USAdvisors Wealth Management, LLC | 4,003 | $229.0K | 0.11% | +19+0.5% | Added |
| First Business Financial Services, Inc. | 3,987 | $228.1K | 0.03% | −126−3.1% | Reduced |
| Principle Wealth Partners LLC | 3,980 | $227.7K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,964 | $226.8K | 0.02% | −28,908−87.9% | Reduced |
| Balentine LLC | 3,959 | $226.5K | 0.01% | −562−12.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,958 | $226.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 3,946 | $225.8K | 0.00% | −3,513−47.1% | Reduced |
| Conning Inc. | 3,945 | $225.7K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,849 | $223.6K | 0.18% | +3,849 | New |
| UniSuper Management Pty Ltd | 3,900 | $223.2K | 0.00% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 3,896 | $222.9K | 0.05% | −137−3.4% | Reduced |
| GHP Investment Advisors, Inc. | 3,783 | $222.7K | 0.01% | +641+20.4% | Added |
| Chesley Taft & Associates LLC | 3,851 | $220.4K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,836 | $219.5K | 0.01% | +8+0.2% | Added |
| Austin Private Wealth, LLC | 3,823 | $218.8K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 3,773 | $215.9K | 0.12% | +4+0.1% | Added |
| Sherbrooke Park Advisers LLC | 3,732 | $213.5K | 0.07% | −12,033−76.3% | Reduced |
| Graypoint LLC | 3,731 | $213.5K | 0.02% | +3,731 | New |
| Aureus Asset Management, LLC | 3,720 | $212.9K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,697 | $212.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,702 | $211.8K | 0.02% | +45+1.2% | Added |
| Lazari Capital Management, Inc. | 3,690 | $211.1K | 0.13% | +7+0.2% | Added |
| Manchester Capital Management LLC | 3,670 | $210.0K | 0.03% | −29−0.8% | Reduced |
| Himension Fund | 3,632 | $207.8K | 0.02% | +3,632 | New |
| David Loasby | 3,600 | $203.9K | 0.02% | +214+6.3% | Added |