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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
Allstate Corp22,999$1.53M0.05%––
Xponance, Inc.22,871$1.52M0.03%––
Advisor Partners LLC21,827$1.45M0.10%––
Bogart Wealth, LLC21,705$1.44M0.20%––
Sigma Planning Corp21,700$1.44M0.05%––
Bokf, NA21,549$1.43M0.03%––
Worldquant Millennium Advisors LLC21,447$1.43M0.03%––
Evercore Wealth Management, LLC21,300$1.42M0.03%––
Virtus ETF Advisers LLC20,974$1.40M0.59%––
Inverness Counsel LLC20,794$1.38M0.06%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.20,733$1.38M0.01%––
Tiaa, FSB20,620$1.37M0.00%––
Valtinson Bruner Financial Planning LLC19,524$1.37M0.80%––
LS Investment Advisors, LLC20,390$1.36M0.08%––
NatWest Group plc20,162$1.34M0.65%––
Oppenheimer & Co Inc20,150$1.34M0.03%––
Cypress Capital Group20,110$1.34M0.19%––
Glenmede Trust Co NA19,448$1.29M0.01%––
Cigna Investments Inc19,293$1.28M0.09%––
Hennion & Walsh Asset Management, Inc.19,182$1.28M0.08%––
M&T Bank Corp18,973$1.26M0.01%––
Ameritas Investment Partners, Inc.18,911$1.26M0.05%––
Accredited Investors Inc.18,640$1.24M0.17%––
Teza Capital Management LLC18,527$1.23M0.25%––
Swarthmore Group Inc18,400$1.22M0.33%––
Nomura Holdings Inc18,316$1.22M0.01%––
Vontobel Holding Ltd.18,201$1.21M0.01%––
Dorsey & Whitney Trust CO LLC18,076$1.20M0.12%––
First Republic Investment Management, Inc.18,035$1.20M0.00%––
Stillwater Investment Management, LLC18,034$1.20M0.34%––
BP PLC18,004$1.20M0.04%––
Trexquant Investment LP17,973$1.20M0.11%––
IBM Retirement Fund17,890$1.19M0.08%––
Dynamic Advisor Solutions LLC17,472$1.16M0.11%––
PrairieView Partners, LLC17,370$1.16M0.18%––
Fiduciary Trust Co17,199$1.14M0.02%––
Old Port Advisors17,176$1.14M0.45%––
WealthTrust Axiom LLC17,001$1.13M0.38%––
Palladium Partners LLC16,929$1.13M0.06%––
Rockefeller Capital Management L.P.16,882$1.12M0.01%––
Balyasny Asset Management LLC16,700$1.11M0.01%––
Private Advisor Group, LLC16,354$1.09M0.01%––
Bond & Devick Financial Network, Inc.16,347$1.09M1.01%––
World Asset Management Inc15,204$1.08M0.10%––
NJ State Employees Deferred Compensation Plan16,243$1.08M0.15%––
Optimal Asset Management, Inc.15,801$1.05M0.14%––
MML Investors Services, LLC15,757$1.05M0.01%––
Chesapeake Wealth Management15,672$1.04M0.35%––
Seven Eight Capital, LP15,200$1.01M0.23%––
Kentucky Retirement Systems Insurance Trust Fund14,749$981.0K0.11%––
Western Wealth Management, LLC14,507$965.0K0.13%––
F3Logic, LLC14,305$953.0K0.14%––
Toews Corp14,300$951.0K0.08%––
Greenleaf Trust14,303$951.0K0.01%––
Carlson Capital Management14,273$949.0K0.16%––
Roosevelt Investment Group LLC13,958$928.0K0.06%––
Huntington National Bank13,943$927.0K0.01%––
Hotaling Investment Management, LLC13,928$926.0K0.42%––
Midwest Professional Planners, LTD.9,973$923.0K0.93%––
Schonfeld Strategic Advisors LLC13,806$918.0K0.01%––
Kesler, Norman & Wride, LLC13,773$916.0K0.23%––
First Citizens Bank & Trust Co13,696$911.0K0.04%––
Eqis Capital Management, Inc.13,573$903.0K0.07%––
Prospera Financial Services Inc13,542$901.0K0.05%––
Eastern Bank13,370$890.0K0.05%––
TCW Group Inc12,704$845.0K0.01%––
Sumitomo Life Insurance Co12,683$844.0K0.03%––
Wedbush Securities Inc12,688$844.0K0.05%––
Wambolt & Associates, LLC12,566$839.0K0.44%––
Great Valley Advisor Group, Inc.12,586$837.0K0.08%––
Blueshift Asset Management, LLC12,326$820.0K0.08%––
BerganKDV Wealth Management, LLC11,954$795.0K0.10%––
IFP Advisors, Inc11,853$789.0K0.02%––
Harvest Volatility Management LLC11,672$776.0K0.07%––
FineMark National Bank & Trust11,656$775.0K0.03%––
Engineers Gate Manager LP11,633$774.0K0.04%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP11,537$767.0K0.01%––
Coastline Trust Co11,540$767.0K0.10%––
Chronos Wealth Management, LLC11,491$764.0K0.58%––
Advisors Management Group Inc11,424$760.0K0.24%––
Benjamin Edwards Inc11,413$759.0K0.58%––
Bard Financial Services, Inc.11,375$757.0K0.07%––
Donaldson Capital Management, LLC11,252$748.0K0.04%––
Cahill Financial Advisors Inc11,004$732.0K0.18%––
Carret Asset Management, LLC10,985$731.0K0.09%––
Aveo Capital Partners, LLC10,996$731.0K0.18%––
Venturi Wealth Management, LLC10,941$728.0K0.07%––
Apollon Wealth Management, LLC10,937$727.0K0.14%––
TrinityPoint Wealth, LLC10,897$725.0K0.17%––
Alethea Capital Management, LLC10,853$722.0K0.44%––
KLCM Advisors, Inc.10,700$712.0K0.16%––
O'Brien Greene & Co. Inc10,565$703.0K0.28%––
Mosaic Family Wealth, LLC10,517$699.0K0.22%––
Buckingham Strategic Wealth, LLC10,428$694.0K0.03%––
Stonebridge Capital Advisors LLC10,392$691.0K0.09%––
Veritable, L.P.10,293$685.0K0.01%––
Tradition Wealth Management, LLC10,067$670.0K0.12%––
First National Bank & Trust Co of Newtown9,930$661.0K0.14%––
Berger Financial Group, Inc9,941$661.0K0.14%––
American State Bank (Iowa)9,922$659.9K0.56%––