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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 836 | $47.8K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 812 | $46.0K | 0.01% | +183+29.1% | Added |
| Avalon Trust Co | 800 | $45.8K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 800 | $45.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 750 | $42.9K | 0.00% | +750 | New |
| Emfo, LLC | 745 | $42.6K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 734 | $42.0K | 0.02% | +1+0.1% | Added |
| Strengthening Families & Communities, LLC | 705 | $40.0K | 0.02% | +5+0.7% | Added |
| McIlrath & Eck, LLC | 678 | $38.8K | 0.01% | +5+0.7% | Added |
| Tradewinds Capital Management, LLC | 672 | $38.5K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $37.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 646 | $37.0K | 0.00% | +5+0.8% | Added |
| Bell Investment Advisors, Inc | 646 | $37.0K | 0.01% | +455+238.2% | Added |
| EverSource Wealth Advisors, LLC | 633 | $36.2K | 0.00% | +35+5.9% | Added |
| TSFG, LLC | 629 | $36.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 603 | $34.5K | 0.00% | −5,512−90.1% | Reduced |
| Slocum, Gordon & Co LLP | 600 | $34.3K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 592 | $33.9K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 580 | $33.2K | 0.01% | +580 | New |
| West Branch Capital LLC | 575 | $32.9K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $32.9K | 0.03% | −121−17.4% | Reduced |
| Glassman Wealth Services | 546 | $31.2K | 0.01% | −300−35.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 528 | $30.6K | 0.02% | +528 | New |
| Country Trust Bank | 535 | $30.6K | 0.00% | +276+106.6% | Added |
| Luken Investment Analytics, LLC | 526 | $30.1K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 527 | $30.0K | 0.00% | +25+5.0% | Added |
| Plante Moran Financial Advisors, LLC | 515 | $29.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 500 | $28.6K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 494 | $28.3K | 0.02% | −10−2.0% | Reduced |
| ZRC Wealth Management, LLC | 494 | $28.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 492 | $28.2K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 470 | $27.0K | 0.03% | −200−29.9% | Reduced |
| Royal London Asset Management Ltd | 471 | $27.0K | 0.00% | +471 | New |
| McCarthy Grittinger Financial Group, LLC | 460 | $26.3K | 0.01% | +460 | New |
| Resurgent Financial Advisors LLC | 460 | $26.3K | 0.02% | +20+4.5% | Added |
| Covestor Ltd | 425 | $25.0K | 0.02% | −19−4.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 410 | $23.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 407 | $23.3K | 0.00% | +104+34.3% | Added |
| Indiana Trust & Investment Management CO | 406 | $23.2K | 0.01% | +406 | New |
| Armstrong Advisory Group, Inc | 380 | $21.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 352 | $20.1K | 0.01% | +77+28.0% | Added |
| Pin Oak Investment Advisors Inc | 353 | $20.0K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 347 | $19.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 343 | $19.8K | 0.00% | −138−28.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 329 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 327 | $18.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $18.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 315 | $18.0K | 0.00% | −164−34.2% | Reduced |
| Cambridge Trust Co | 313 | $17.9K | 0.00% | −168−34.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 310 | $17.7K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 304 | $17.4K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $17.2K | 0.00% | −100−25.0% | Reduced |
| Valley National Advisers Inc | 255 | $15.0K | 0.00% | +85+50.0% | Added |
| Annapolis Financial Services, LLC | 259 | $14.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $14.3K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 250 | $14.3K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 241 | $13.8K | 0.00% | −26−9.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 235 | $13.4K | 0.01% | +235 | New |
| Nemes Rush Group LLC | 233 | $13.3K | 0.00% | +2+0.9% | Added |
| Laurel Wealth Advisors LLC | 230 | $13.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $13.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 207 | $12.0K | 0.00% | −1,711−89.2% | Reduced |
| Atlantic Trust, LLC | 209 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 205 | $11.7K | 0.00% | +205 | New |
| Stuart Chaussee & Associates, Inc. | 202 | $11.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 186 | $11.0K | 0.00% | +32+20.8% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 192 | $11.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 190 | $10.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $10.6K | 0.00% | −75−28.7% | Reduced |
| Kelly Financial Services LLC | 170 | $9.74K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 152 | $8.74K | 0.00% | +30+24.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 132 | $7.56K | 0.01% | +1+0.8% | Added |
| Aspire Private Capital, LLC | 117 | $6.69K | 0.00% | +40+51.9% | Added |
| Richard W. Paul & Associates, LLC | 111 | $6.35K | 0.00% | +46+70.8% | Added |
| Atlas Capital Advisors LLC | 108 | $6.18K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 102 | $6.06K | 0.00% | −40−28.2% | Reduced |
| Capital Analysts, LLC | 110 | $6.00K | 0.00% | +110 | New |
| Red Tortoise LLC | 102 | $5.84K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 101 | $5.78K | 0.01% | +101 | New |
| Duncker Streett & Co Inc | 100 | $5.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 94 | $5.38K | 0.00% | +13+16.0% | Added |
| Horizons Wealth Management | 89 | $5.09K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 77 | $4.41K | 0.00% | +77 | New |
| Northwest Investment Counselors, LLC | 75 | $4.29K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 72 | $4.12K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 62 | $4.00K | 0.00% | −124−66.7% | Reduced |
| West Paces Advisors Inc. | 66 | $3.78K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 65 | $3.72K | 0.00% | +65 | New |
| Raffa Wealth Management, LLC | 57 | $3.26K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $2.86K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 44 | $2.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 40 | $2.29K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 40 | $2.29K | 0.00% | +40 | New |
| Tortoise Investment Management, LLC | 39 | $2.23K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 39 | $2.23K | 0.00% | 00.0% | Unchanged |