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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, Q1 2021

Institutional positions in Xcel Energy Inc as of Mar 31, 2021. 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
840
No complete 13F data for Q4 2020
Shares held
404.8M
No complete 13F data for Q4 2020
Total value
$26.9B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 840 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ1 2021: $26.9B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Xcel Energy Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding XEL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC4$00.00%––
USA Financial Portformulas Corp7$00.00%––
Sofos Investments, Inc.13$8510.02%––
Transamerica Financial Advisors, Inc.9$1.00K0.02%––
MV Capital Management, Inc.15$1.00K0.00%––
TFC Financial Management11$1.00K0.00%––
Newbridge Financial Services Group, Inc.17$1.00K0.00%––
Massmutual Trust Co FSB24$2.00K0.00%––
Asset Dedication, LLC35$2.00K0.00%––
Copeland Capital Management, LLC31$2.00K0.00%––
Rockbridge Investment Management, LCC27$2.00K0.00%––
First Financial Corp48$3.00K0.00%––
Security National Trust Co50$3.00K0.00%––
Focused Wealth Management, Inc50$3.00K0.00%––
MPS Loria Financial Planners, LLC46$3.00K0.00%––
Financial Perspectives, Inc235,989$3.55K0.18%––
Raffa Wealth Management, LLC57$3.79K0.00%––
Northwest Investment Counselors, LLC67$4.00K0.00%––
Westside Investment Management, Inc.66$4.00K0.00%––
Column Capital Advisors, LLC60$4.00K0.00%––
Permanens Capital L.P.61$4.00K0.00%––
Canton Hathaway, LLC65$4.00K0.00%––
Arkadios Wealth Advisors61$4.00K0.00%––
Lumature Wealth Partners, LLC63$4.00K0.00%––
Pittenger & Anderson Inc72$5.00K0.00%––
Evolution Wealth Advisors, LLC68$5.00K0.00%––
IronBridge Private Wealth, LLC76$5.00K0.00%––
Aspire Private Capital, LLC85$6.00K0.00%––
Wealthcare Capital Management LLC111$7.00K0.00%––
Tarbox Family Office, Inc.111$7.00K0.00%––
WealthShield Partners, LLC100$7.00K0.00%––
Coastal Capital Group, Inc.107$7.00K0.00%––
Financial Avengers, Inc.109$7.00K0.01%––
Larson Financial Group LLC125$8.00K0.00%––
Resolute Partners Group148$8.00K0.00%––
Carolinas Wealth Consulting LLC116$8.00K0.00%––
Enterprise Financial Services Corp139$9.00K0.00%––
Regal Wealth Group, Inc.167$11.0K0.01%––
Horan Securities, Inc.164$11.0K0.01%––
Investors Research Corp162$11.0K0.00%––
West Paces Advisors Inc.170$11.3K0.00%––
Kelly Financial Services LLC170$11.3K0.01%––
Brown Brothers Harriman & Co192$13.0K0.00%––
Valley National Advisers Inc199$13.0K0.00%––
Stuart Chaussee & Associates, Inc.202$13.0K0.01%––
Elmwood Wealth Management, Inc.200$13.0K0.01%––
Ameritas Investment Company, LLC224$14.9K0.00%––
Covington Capital Management219$15.0K0.00%––
CenterStar Asset Management, LLC–$15.0K0.02%––
Fieldpoint Private Securities, LLC240$16.0K0.00%––
Atlas Private Wealth Advisors237$16.0K0.01%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$16.6K0.02%––
First Horizon Advisors, Inc.257$17.0K0.00%––
Princeton Global Asset Management LLC250$17.0K0.01%––
Liberty Wealth Management LLC269$17.0K0.01%––
Clearview Wealth Advisors LLC255$17.0K0.01%––
Oakworth Capital, Inc.269$18.0K0.00%––
JJJ Advisors Inc.282$19.0K0.01%––
Savior LLC292$19.0K0.02%––
Walled Lake Planning & Wealth Management, LLC282$19.0K0.01%––
Sutton Wealth Advisors Inc.290$19.3K0.01%––
Duncker Streett & Co Inc300$20.0K0.00%––
Laurel Wealth Advisors LLC300$20.0K0.00%––
TSFG, LLC300$20.0K0.01%––
Sun Life Financial INC319$21.0K0.00%––
Catalyst Capital Advisors LLC319$21.0K0.00%––
Enterprise Trust & Investment Co314$21.0K0.01%––
MUFG Americas Holdings Corp324$22.0K0.00%––
Webster Bank, N. A.325$22.0K0.00%––
Global Retirement Partners, LLC333$22.0K0.00%––
Country Trust Bank350$23.0K0.00%––
Private Capital Group, LLC347$23.0K0.01%––
Zions Bancorporation, N.A.381$25.0K0.00%––
CSat Investment Advisory, L.P.396$26.0K0.02%––
Cutler Group LP400$26.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC404$26.0K0.00%––
Old North State Trust, LLC400$27.0K0.02%––
ShoreHaven Wealth Partners, LLC423$28.0K0.02%––
Manchester Financial Inc438$29.0K0.01%––
Plante Moran Financial Advisors, LLC447$30.0K0.01%––
Gemmer Asset Management LLC463$31.0K0.00%––
Monetary Management Group Inc500$33.0K0.01%––
Gs Investments, Inc.504$34.0K0.07%––
Creative Financial Designs Inc526$35.0K0.01%––
NEXT Financial Group, Inc536$35.0K0.00%––
Prentice Wealth Management LLC525$35.0K0.02%––
Parkside Financial Bank & Trust529$36.0K0.01%––
Meridian Wealth Partners, LLC553$36.0K0.01%––
RWM Asset Management, LLC548$36.0K0.01%––
Syverson Strege & Co558$37.0K0.04%––
Glen Eagle Advisors, LLC585$38.9K0.01%––
Berman Capital Advisors, LLC588$39.0K0.01%––
Marquette Asset Management, LLC605$40.0K0.01%––
Concord Wealth Partners607$40.0K0.01%––
First Quadrant L P612$41.0K0.00%––
Capital Advisors, Ltd. LLC623$41.0K0.01%––
Crescent Capital Consulting, LLC620$41.0K0.01%––
Pflug Koory, LLC616$41.0K0.02%––
Clearstead Advisors, LLC654$43.0K0.00%––
Mondrian Investment Partners LTD612$44.0K0.00%––