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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 3,559 | $203.6K | 0.14% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3,551 | $203.2K | 0.06% | +13+0.4% | Added |
| Panoramic Investment Advisors, LLC | 3,543 | $202.7K | 0.19% | +3,543 | New |
| LCM Capital Management Inc | 3,539 | $202.5K | 0.17% | +10.0% | Added |
| Intrua Financial, LLC | 3,531 | $202.0K | 0.04% | +185+5.5% | Added |
| Whittier Trust Co | 3,526 | $201.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,519 | $201.4K | 0.09% | +175+5.2% | Added |
| Tealwood Asset Management Inc | 3,496 | $200.0K | 0.10% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,407 | $194.9K | 0.03% | +24+0.7% | Added |
| Peoples Financial Services Corp. | 3,400 | $194.5K | 0.09% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,247 | $185.8K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 3,176 | $182.0K | 0.09% | −412−11.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,085 | $176.5K | 0.01% | +30+1.0% | Added |
| Penserra Capital Management LLC | 3,089 | $176.0K | 0.00% | −479−13.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,032 | $173.5K | 0.00% | +318+11.7% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $166.2K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,818 | $161.0K | 0.00% | −443−13.6% | Reduced |
| Private Trust Co NA | 2,801 | $160.3K | 0.02% | +121+4.5% | Added |
| Park Place Capital Corp | 2,741 | $156.8K | 0.05% | +1,140+71.2% | Added |
| Smithfield Trust Co | 2,706 | $154.0K | 0.01% | −34−1.2% | Reduced |
| Motco | 2,517 | $144.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 2,500 | $143.1K | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,461 | $140.8K | 0.01% | −17−0.7% | Reduced |
| Cohen & Steers, Inc. | 2,438 | $140.0K | 0.00% | −32,250−93.0% | Reduced |
| Vestor Capital, LLC | 2,392 | $137.0K | 0.01% | −25−1.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $136.0K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 2,362 | $133.7K | 0.03% | +41+1.8% | Added |
| Riverview Trust Co | 2,333 | $133.5K | 0.12% | −210−8.3% | Reduced |
| Washington Trust Co | 2,328 | $133.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,301 | $131.7K | 0.01% | +221+10.6% | Added |
| JNBA Financial Advisors | 2,284 | $130.7K | 0.02% | +143+6.7% | Added |
| WFA Asset Management Corp | 2,220 | $127.0K | 0.08% | +17+0.8% | Added |
| Arlington Partners LLC | 2,177 | $124.6K | 0.05% | +576+36.0% | Added |
| Arlington Trust Co LLC | 2,177 | $124.6K | 0.05% | +2,177 | New |
| Farther Finance Advisors, LLC | 2,167 | $124.0K | 0.02% | +188+9.5% | Added |
| Wolff Wiese Magana LLC | 2,146 | $122.8K | 0.10% | −144−6.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,055 | $118.5K | 0.03% | +1,434+230.9% | Added |
| St Germain D J Co Inc | 2,051 | $117.4K | 0.01% | +465+29.3% | Added |
| Elgethun Capital Management | 2,003 | $112.8K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,926 | $110.2K | 0.14% | +1,926 | New |
| Rocky Mountain Advisers, LLC | 1,833 | $104.9K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 1,809 | $103.5K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $103.0K | 0.12% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,781 | $101.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,688 | $100.6K | 0.05% | −6,034−78.1% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $98.0K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,700 | $97.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,691 | $96.8K | 0.02% | +619+57.7% | Added |
| Hanson & Doremus Investment Management | 1,676 | $96.0K | 0.02% | −74−4.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,685 | $96.0K | 0.06% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,629 | $93.2K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,625 | $93.0K | 0.02% | −124−7.1% | Reduced |
| Pinnacle Bancorp, Inc. | 1,617 | $92.5K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,585 | $90.7K | 0.04% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,585 | $90.7K | 0.00% | +1,506+1,906.3% | Added |
| Riggs Asset Managment Co. Inc. | 1,578 | $90.3K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 1,531 | $87.6K | 0.07% | +1,531 | New |
| Colonial Trust Advisors | 1,513 | $86.6K | 0.01% | +2+0.1% | Added |
| Marquette Asset Management, LLC | 1,510 | $86.4K | 0.02% | −352−18.9% | Reduced |
| Alta Advisers Ltd | 1,500 | $85.8K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,496 | $85.6K | 0.02% | +1,476+7,380.0% | Added |
| Dividend Assets Capital, LLC | 1,460 | $84.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,419 | $81.2K | 0.01% | +591+71.4% | Added |
| Legacy Financial Group LLC | 1,372 | $78.5K | 0.02% | +1,372 | New |
| Caldwell Sutter Capital, Inc. | 1,366 | $78.2K | 0.04% | +158+13.1% | Added |
| Parkside Financial Bank & Trust | 1,350 | $77.2K | 0.02% | +136+11.2% | Added |
| City State Bank | 1,316 | $75.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,284 | $73.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $73.0K | 0.02% | +1,276 | New |
| Bartlett & Co. LLC | 1,241 | $72.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,241 | $71.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,222 | $70.0K | 0.00% | −201−14.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,213 | $69.4K | 0.02% | +5+0.4% | Added |
| Trust Co of Vermont | 1,208 | $69.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,200 | $68.7K | 0.01% | −1,807−60.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,180 | $68.2K | 0.02% | +158+15.5% | Added |
| Sound Income Strategies, LLC | 1,188 | $68.0K | 0.01% | +1,145+2,662.8% | Added |
| Financial Management Professionals, Inc. | 1,145 | $66.0K | 0.01% | −45−3.8% | Reduced |
| Winch Advisory Services, LLC | 1,141 | $65.0K | 0.02% | +9+0.8% | Added |
| Clearstead Advisors, LLC | 1,129 | $64.6K | 0.00% | −249−18.1% | Reduced |
| Loomis Sayles & Co L P | 1,123 | $64.0K | 0.00% | +188+20.1% | Added |
| Massmutual Trust Co FSB | 1,104 | $63.2K | 0.00% | +339+44.3% | Added |
| JJJ Advisors Inc. | 1,104 | $63.2K | 0.02% | +689+166.0% | Added |
| North Star Investment Management Corp. | 1,056 | $60.4K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,055 | $60.4K | 0.02% | +2+0.2% | Added |
| Desjardins Global Asset Management Inc. | 1,036 | $59.3K | 0.01% | +845+442.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,030 | $58.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $58.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,000 | $57.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 976 | $55.8K | 0.00% | −9,242−90.4% | Reduced |
| Deseret Mutual Benefit Administrators | 974 | $55.7K | 0.03% | −42−4.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 971 | $55.6K | 0.02% | +971 | New |
| Beaird Harris Wealth Management, LLC | 964 | $55.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 960 | $54.9K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 956 | $54.7K | 0.10% | 00.0% | Unchanged |
| Centennial Bank | 947 | $54.2K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 951 | $54.0K | 0.04% | +7+0.7% | Added |
| Versant Capital Management, Inc | 939 | $53.7K | 0.02% | −1,204−56.2% | Reduced |
| FinTrust Capital Advisors, LLC | 894 | $51.2K | 0.01% | −271−23.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 870 | $49.8K | 0.00% | +19+2.2% | Added |