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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
Cannon Global Investment Management, LLC8,000$532.0K0.90%––
Ossiam8,155$542.0K0.02%––
Welch Group, LLC8,240$548.0K0.04%––
HighMark Wealth Management LLC8,291$551.0K0.44%––
GoalVest Advisory LLC8,296$552.0K0.41%––
Caisse de Depot Et Placement du Quebec8,350$555.0K0.00%––
Whittier Trust Co8,381$557.0K0.01%––
Wealthstreet Investment Advisors, LLC8,425$560.0K0.05%––
HighPoint Advisor Group LLC8,331$562.0K0.07%––
Heritage Trust Co8,455$563.0K0.09%––
Moors & Cabot, Inc.8,532$567.0K0.04%––
RFG Advisory, LLC8,530$567.0K0.06%––
TCF National Bank8,560$569.0K0.06%––
Los Angeles Capital Management LLC8,630$574.0K0.00%––
Neuberger Berman Group LLC9,864$574.0K0.00%––
Oarsman Capital, Inc.8,672$577.0K0.25%––
Access Financial Services, Inc.8,727$580.0K0.27%––
Avantax Advisory Services, Inc.8,780$583.0K0.01%––
Ashton Thomas Private Wealth, LLC8,787$584.4K0.10%––
First Commonwealth Financial Corp8,892$591.0K0.23%––
Cetera Advisors LLC8,896$592.0K0.02%––
Everence Capital Management Inc9,094$605.0K0.06%––
Waratah Capital Advisors Ltd.9,105$606.0K0.04%––
Advisory Services Network, LLC9,140$608.0K0.02%––
DuPont Capital Management Corp9,182$611.0K0.01%––
Amarillo National Bank9,230$614.0K0.16%––
Charter Trust Co9,263$616.0K0.06%––
Capital Advisory Group Advisory Services, LLC9,268$616.0K0.24%––
Central Trust Co9,288$618.0K0.02%––
First Midwest Bank Trust Division9,290$618.0K0.08%––
Bigelow Investment Advisors, LLC9,329$620.0K0.31%––
Edmond de Rothschild Holding S.A.9,375$624.0K0.02%––
FSB Premier Wealth Management, Inc.9,490$631.0K0.34%––
V Wealth Advisors LLC9,507$633.0K0.12%––
Legg Mason Asset Management (Japan) Co., Ltd.9,547$635.0K0.69%––
Coldstream Capital Management Inc9,565$636.0K0.04%––
Bell Bank9,594$638.0K0.09%––
Orion Portfolio Solutions, LLC9,604$639.0K0.03%––
Farmers & Merchants Investments Inc9,690$644.0K0.03%––
Illinois Municipal Retirement Fund9,841$655.0K0.03%––
American State Bank (Iowa)9,922$659.9K0.56%––
First National Bank & Trust Co of Newtown9,930$661.0K0.14%––
Berger Financial Group, Inc9,941$661.0K0.14%––
Tradition Wealth Management, LLC10,067$670.0K0.12%––
Veritable, L.P.10,293$685.0K0.01%––
Stonebridge Capital Advisors LLC10,392$691.0K0.09%––
Buckingham Strategic Wealth, LLC10,428$694.0K0.03%––
Mosaic Family Wealth, LLC10,517$699.0K0.22%––
O'Brien Greene & Co. Inc10,565$703.0K0.28%––
KLCM Advisors, Inc.10,700$712.0K0.16%––
Alethea Capital Management, LLC10,853$722.0K0.44%––
TrinityPoint Wealth, LLC10,897$725.0K0.17%––
Apollon Wealth Management, LLC10,937$727.0K0.14%––
Venturi Wealth Management, LLC10,941$728.0K0.07%––
Carret Asset Management, LLC10,985$731.0K0.09%––
Aveo Capital Partners, LLC10,996$731.0K0.18%––
Cahill Financial Advisors Inc11,004$732.0K0.18%––
Donaldson Capital Management, LLC11,252$748.0K0.04%––
Bard Financial Services, Inc.11,375$757.0K0.07%––
Benjamin Edwards Inc11,413$759.0K0.58%––
Advisors Management Group Inc11,424$760.0K0.24%––
Chronos Wealth Management, LLC11,491$764.0K0.58%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP11,537$767.0K0.01%––
Coastline Trust Co11,540$767.0K0.10%––
Engineers Gate Manager LP11,633$774.0K0.04%––
FineMark National Bank & Trust11,656$775.0K0.03%––
Harvest Volatility Management LLC11,672$776.0K0.07%––
IFP Advisors, Inc11,853$789.0K0.02%––
BerganKDV Wealth Management, LLC11,954$795.0K0.10%––
Blueshift Asset Management, LLC12,326$820.0K0.08%––
Great Valley Advisor Group, Inc.12,586$837.0K0.08%––
Wambolt & Associates, LLC12,566$839.0K0.44%––
Sumitomo Life Insurance Co12,683$844.0K0.03%––
Wedbush Securities Inc12,688$844.0K0.05%––
TCW Group Inc12,704$845.0K0.01%––
Eastern Bank13,370$890.0K0.05%––
Prospera Financial Services Inc13,542$901.0K0.05%––
Eqis Capital Management, Inc.13,573$903.0K0.07%––
First Citizens Bank & Trust Co13,696$911.0K0.04%––
Kesler, Norman & Wride, LLC13,773$916.0K0.23%––
Schonfeld Strategic Advisors LLC13,806$918.0K0.01%––
Midwest Professional Planners, LTD.9,973$923.0K0.93%––
Hotaling Investment Management, LLC13,928$926.0K0.42%––
Huntington National Bank13,943$927.0K0.01%––
Roosevelt Investment Group LLC13,958$928.0K0.06%––
Carlson Capital Management14,273$949.0K0.16%––
Toews Corp14,300$951.0K0.08%––
Greenleaf Trust14,303$951.0K0.01%––
F3Logic, LLC14,305$953.0K0.14%––
Western Wealth Management, LLC14,507$965.0K0.13%––
Kentucky Retirement Systems Insurance Trust Fund14,749$981.0K0.11%––
Seven Eight Capital, LP15,200$1.01M0.23%––
Chesapeake Wealth Management15,672$1.04M0.35%––
MML Investors Services, LLC15,757$1.05M0.01%––
Optimal Asset Management, Inc.15,801$1.05M0.14%––
NJ State Employees Deferred Compensation Plan16,243$1.08M0.15%––
World Asset Management Inc15,204$1.08M0.10%––
Bond & Devick Financial Network, Inc.16,347$1.09M1.01%––
Private Advisor Group, LLC16,354$1.09M0.01%––
Balyasny Asset Management LLC16,700$1.11M0.01%––