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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
Parallel Advisors, LLC4,948$329.0K0.02%––
Kingsview Wealth Management, LLC4,926$329.0K0.02%––
Moody National Bank Trust Division4,980$331.0K0.01%––
Clarius Group, LLC5,009$333.0K0.03%––
Campbell & CO Investment Adviser LLC5,037$335.0K0.21%––
Perigon Wealth Management, LLC5,048$336.0K0.03%––
Valmark Advisers, Inc.5,084$338.0K0.01%––
TownSquare Capital, LLC5,086$338.0K0.01%––
Lincoln National Corp5,088$339.0K0.01%––
Destination Wealth Management5,136$342.0K0.01%––
Ramsay, Stattman, Vela & Price, Inc.5,143$342.0K0.09%––
Leavell Investment Management, Inc.5,120$345.0K0.03%––
North Point Portfolio Managers Corp5,197$346.0K0.05%––
Headinvest, LLC5,217$346.0K0.07%––
JustInvest LLC5,205$346.0K0.05%––
Peak Asset Management, LLC5,256$350.0K0.08%––
Castle Rock Wealth Management, LLC4,915$350.0K0.14%––
Prelude Capital Management, LLC5,263$351.0K0.02%––
Homrich & Berg5,276$351.0K0.01%––
Mission Wealth Management, LP5,284$351.0K0.02%––
Empirical Finance, LLC5,277$352.0K0.06%––
IHT Wealth Management, LLC5,364$357.0K0.03%––
James Hambro & Partners5,400$359.0K0.03%––
American Portfolios Advisors5,417$360.3K0.02%––
First Horizon Corp5,439$361.0K0.03%––
Glassman Wealth Services5,429$361.0K0.08%––
Alpine Woods Capital Investors, LLC5,450$362.0K0.04%––
Meeder Asset Management Inc5,458$363.0K0.02%––
Samalin Investment Counsel, LLC5,500$365.0K0.24%––
Wetherby Asset Management Inc5,491$366.0K0.03%––
Colony Group LLC5,594$372.0K0.01%––
Johnson Midwest Financial, LLC5,590$372.0K0.39%––
Ingalls & Snyder LLC5,606$373.0K0.02%––
Tandem Investment Advisors, Inc.5,604$373.0K0.04%––
Hills Bank & Trust Co5,620$374.0K0.06%––
Corient Capital Partners, LLC5,616$374.0K0.03%––
EP Wealth Advisors, LLC5,655$376.0K0.01%––
DeDora Capital, Inc.5,729$381.0K0.18%––
Sentry Investment Management LLC5,746$382.0K0.11%––
Proequities, Inc.5,797$388.0K0.03%––
SFMG, LLC5,873$391.0K0.05%––
Checchi Capital Advisers, LLC5,895$392.0K0.05%––
KCM Investment Advisors LLC5,915$393.0K0.02%––
Mitchell & Pahl Private Wealth, LLC5,909$393.0K0.31%––
Change Path, LLC5,934$395.0K0.03%––
Schnieders Capital Management LLC5,986$398.0K0.12%––
TD Private Client Wealth LLC6,043$401.9K0.02%––
Capula Management Ltd6,074$404.0K0.08%––
RDA Financial Network6,071$404.0K0.17%––
Vident Investment Advisory, LLC6,085$405.0K0.01%––
Harbour Investment Management LLC6,147$409.0K0.22%––
Raymond James Trust N.A.6,171$411.0K0.01%––
Chicago Partners Investment Group LLC5,829$412.0K0.03%––
Centre Asset Management, LLC6,213$413.0K0.19%––
Wolverine Trading, LLC6,291$415.0K0.01%––
First National Bank Sioux Falls6,268$417.0K0.74%––
CFM Wealth Partners LLC6,300$419.0K0.13%––
Wealthspire Advisors, LLC6,314$420.0K0.01%––
Transform Wealth, LLC6,317$420.0K0.08%––
Trillium Asset Management, LLC6,350$422.0K0.01%––
Sciencast Management LP6,208$422.0K0.08%––
Argent Trust Co6,369$423.0K0.03%––
GPS Wealth Strategies Group, LLC6,389$424.0K0.12%––
E Fund Management Co., Ltd.6,370$424.0K0.03%––
Private Trust Co NA6,413$426.0K0.07%––
Spire Wealth Management6,398$426.0K0.01%––
Signaturefd, LLC6,425$427.0K0.02%––
Fulcrum Asset Management LLP–$432.0K0.28%––
Prudential PLC6,571$437.0K0.00%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,564$437.0K0.04%––
Symmetry Partners, LLC6,649$442.0K0.03%––
Umb Bank N A6,660$443.0K0.01%––
Alley Co LLC6,687$445.0K0.09%––
First Hawaiian Bank6,708$446.0K0.02%––
Jackson Creek Investment Advisors LLC6,719$447.0K0.15%––
Gladstone Institutional Advisory LLC6,772$450.0K0.07%––
Fisher Asset Management, LLC6,796$452.0K0.00%––
Parsons Capital Management Inc6,828$454.0K0.04%––
Alphasimplex Group, LLC6,833$454.0K0.19%––
Resources Investment Advisors, LLC.6,919$461.0K0.02%––
Affiance Financial, LLC7,005$466.0K0.21%––
Emerald Advisors, LLC7,105$473.0K0.17%––
Sowell Financial Services LLC6,673$477.0K0.02%––
Eudaimonia Partners, LLC7,222$480.0K0.10%––
Conning Inc.7,253$482.0K0.01%––
Davenport & Co LLC7,266$483.0K0.00%––
National Asset Management, Inc.7,398$492.0K0.02%––
Gofen & Glossberg LLC7,491$498.0K0.01%––
Mutual Advisors, LLC7,614$506.0K0.03%––
Thomas White International Ltd7,627$507.0K0.08%––
SNS Financial Group, LLC7,620$507.0K0.07%––
B. Metzler seel. Sohn & Co. Holding AG7,676$511.0K0.01%––
Rosenberg Matthew Hamilton7,713$513.0K0.29%––
Livforsakringsbolaget Skandia, Omsesidigt7,729$514.0K0.04%––
Symphony Financial, Ltd. Co.7,549$515.0K0.14%––
Front Row Advisors LLC7,722$517.0K0.25%––
Goelzer Investment Management, Inc.7,850$522.0K0.05%––
Bradley Foster & Sargent Inc7,919$527.0K0.01%––
Meiji Yasuda Life Insurance Co7,972$530.0K0.01%––
Savant Capital, LLC7,965$530.0K0.03%––