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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
Jones Financial Companies LLLP3,182$212.0K0.00%––
Perpetual Investment Management Ltd3,200$212.0K0.04%––
Beacon Pointe Advisors, LLC3,194$212.0K0.01%––
Nachman Norwood & Parrott, Inc3,197$212.0K0.02%––
Charles Schwab Trust Co3,171$212.0K0.04%––
Tokio Marine Asset Management Co Ltd3,211$214.0K0.02%––
Horizon Investments, LLC3,214$214.0K0.01%––
Gyon Technologies Capital Management, LP3,227$215.0K0.09%––
Cullen/Frost Bankers, Inc.3,255$216.0K0.00%––
McClarren Financial Advisors, Inc.3,245$216.0K0.19%––
Inspire Advisors, LLC3,258$217.0K0.08%––
Flagship Harbor Advisors, LLC3,271$218.0K0.02%––
Capital Bank & Trust Co3,274$218.0K0.00%––
Cresset Asset Management, LLC3,285$218.0K0.00%––
Doyle Wealth Management3,310$220.0K0.02%––
David Loasby3,315$220.0K0.03%––
Wealthsource Partners, LLC3,344$222.0K0.02%––
Peapack Gladstone Financial Corp3,356$223.0K0.01%––
South State Corp.3,364$224.0K0.02%––
Avantax Planning Partners, Inc.3,375$224.0K0.01%––
Baldwin Investment Management, LLC3,375$224.0K0.04%––
Private Capital Management LLC3,387$225.0K0.12%––
Peoples Financial Services Corp.3,400$226.0K0.10%––
Iowa State Bank3,400$226.0K0.07%––
Two Sigma Securities, LLC3,418$227.0K0.05%––
Washington Trust Co3,409$228.0K0.01%––
First Financial Bank - Trust Division3,475$231.0K0.03%––
Stock Yards Bank & Trust Co3,479$232.0K0.02%––
Thompson Investment Management, Inc.3,499$233.0K0.04%––
Veriti Management LLC3,519$234.0K0.06%––
Austin Private Wealth, LLC3,559$237.0K0.06%––
CoreFirst Bank & Trust3,559$237.0K0.16%––
WESPAC Advisors, LLC3,584$238.0K0.18%––
Institutional & Family Asset Management, LLC3,596$239.0K0.05%––
Ballast Advisors LLC3,602$240.0K0.11%––
Contravisory Investment Management, Inc.3,624$241.0K0.08%––
Sheaff Brock Investment Advisors, LLC3,626$242.0K0.03%––
Wade G W & Inc3,675$244.0K0.01%––
Ballentine Partners, LLC3,679$244.0K0.01%––
Simplex Trading, LLC3,671$244.0K0.01%––
Belpointe Asset Management LLC3,653$244.0K0.02%––
Orgel Wealth Management, LLC3,689$245.0K0.03%––
Accel Wealth Management3,749$249.0K0.20%––
Bank of Hawaii3,765$250.0K0.01%––
Calton & Associates, Inc.3,772$251.0K0.05%––
Level Four Advisory Services, LLC3,804$253.0K0.02%––
Riverbridge Partners LLC3,813$254.0K0.00%––
Marshall Wace, LLP3,838$255.0K0.00%––
Assetmark, Inc3,827$255.0K0.00%––
Corundum Group, Inc.3,835$255.0K0.20%––
Reilly Financial Advisors, LLC3,851$256.0K0.02%––
Agf Investments Inc.3,928$261.0K0.00%––
Cambridge Trust Co3,944$262.0K0.01%––
Insight Wealth Strategies, LLC3,967$264.0K0.04%––
Montag A & Associates Inc3,984$265.0K0.01%––
Old Second National Bank of Aurora3,979$265.0K0.07%––
JNBA Financial Advisors3,988$265.0K0.04%––
Principle Wealth Partners LLC3,980$265.0K0.03%––
CRA Financial Services, LLC3,984$265.0K0.10%––
Gateway Investment Advisers LLC4,000$266.0K0.00%––
Walleye Trading LLC3,996$266.0K0.01%––
Affinity Investment Advisors, LLC4,000$266.0K0.10%––
McKinley Carter Wealth Services, Inc.4,029$268.0K0.02%––
Oppenheimer Asset Management Inc.4,076$271.0K0.00%––
Williams Jones Wealth Management, LLC.4,075$271.0K0.00%––
Chesley Taft & Associates LLC4,004$273.0K0.02%––
Woodmont Investment Counsel LLC4,125$274.0K0.05%––
Alpha Paradigm Partners, LLC4,119$274.0K0.11%––
Kestra Private Wealth Services, LLC4,136$275.0K0.02%––
Synovus Financial Corp4,179$278.0K0.00%––
USAdvisors Wealth Management, LLC4,177$278.0K0.14%––
Moneta Group Investment Advisors LLC4,210$280.0K0.01%––
Nicollet Investment Management, Inc.4,218$281.0K0.12%––
Boothbay Fund Management, LLC4,238$282.0K0.02%––
TCI Wealth Advisors, Inc.4,269$284.0K0.13%––
Laurel Wealth Advisors, Inc.4,275$284.0K0.04%––
LPWM LLC4,263$285.0K0.19%––
Brookstone Capital Management4,349$289.0K0.01%––
Brown Advisory Inc4,397$292.0K0.00%––
Sageworth Trust Co4,391$292.0K0.02%––
PEAK6 Investments LLC4,396$292.0K0.01%––
Patton Albertson Miller Group, LLC4,455$296.0K0.07%––
Graves-Light Private Wealth Management, Inc.4,452$296.0K0.05%––
Intrust Bank NA4,458$297.0K0.04%––
Gilman Hill Asset Management, LLC4,531$301.0K0.08%––
Wilbanks Smith & Thomas Asset Management LLC4,563$303.0K0.01%––
Tealwood Asset Management Inc4,554$303.0K0.12%––
Strategic Advisors LLC4,568$303.0K0.09%––
CWA Asset Management Group, LLC4,566$304.0K0.03%––
North Star Asset Management Inc4,582$305.0K0.02%––
Sandy Spring Bank4,595$305.0K0.02%––
AXA S.A.4,708$313.0K0.00%––
Venture Visionary Partners LLC4,708$313.0K0.03%––
Zacks Investment Management4,764$317.0K0.01%––
Freestone Capital Holdings, LLC4,773$317.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital4,776$318.0K0.00%––
Adviser Investments LLC4,830$321.0K0.03%––
Marks Group Wealth Management, Inc4,845$322.0K0.05%––
Abbrea Capital, LLC4,874$326.0K0.05%––
NorthRock Partners, LLC4,953$329.0K0.03%––