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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
Proequities, Inc.5,797$388.0K0.03%––
Sentry Investment Management LLC5,746$382.0K0.11%––
DeDora Capital, Inc.5,729$381.0K0.18%––
EP Wealth Advisors, LLC5,655$376.0K0.01%––
Hills Bank & Trust Co5,620$374.0K0.06%––
Corient Capital Partners, LLC5,616$374.0K0.03%––
Ingalls & Snyder LLC5,606$373.0K0.02%––
Tandem Investment Advisors, Inc.5,604$373.0K0.04%––
Colony Group LLC5,594$372.0K0.01%––
Johnson Midwest Financial, LLC5,590$372.0K0.39%––
Wetherby Asset Management Inc5,491$366.0K0.03%––
Samalin Investment Counsel, LLC5,500$365.0K0.24%––
Meeder Asset Management Inc5,458$363.0K0.02%––
Alpine Woods Capital Investors, LLC5,450$362.0K0.04%––
First Horizon Corp5,439$361.0K0.03%––
Glassman Wealth Services5,429$361.0K0.08%––
American Portfolios Advisors5,417$360.3K0.02%––
James Hambro & Partners5,400$359.0K0.03%––
IHT Wealth Management, LLC5,364$357.0K0.03%––
Empirical Finance, LLC5,277$352.0K0.06%––
Prelude Capital Management, LLC5,263$351.0K0.02%––
Homrich & Berg5,276$351.0K0.01%––
Mission Wealth Management, LP5,284$351.0K0.02%––
Peak Asset Management, LLC5,256$350.0K0.08%––
Castle Rock Wealth Management, LLC4,915$350.0K0.14%––
North Point Portfolio Managers Corp5,197$346.0K0.05%––
Headinvest, LLC5,217$346.0K0.07%––
JustInvest LLC5,205$346.0K0.05%––
Leavell Investment Management, Inc.5,120$345.0K0.03%––
Destination Wealth Management5,136$342.0K0.01%––
Ramsay, Stattman, Vela & Price, Inc.5,143$342.0K0.09%––
Lincoln National Corp5,088$339.0K0.01%––
Valmark Advisers, Inc.5,084$338.0K0.01%––
TownSquare Capital, LLC5,086$338.0K0.01%––
Perigon Wealth Management, LLC5,048$336.0K0.03%––
Campbell & CO Investment Adviser LLC5,037$335.0K0.21%––
Clarius Group, LLC5,009$333.0K0.03%––
Moody National Bank Trust Division4,980$331.0K0.01%––
NorthRock Partners, LLC4,953$329.0K0.03%––
Parallel Advisors, LLC4,948$329.0K0.02%––
Kingsview Wealth Management, LLC4,926$329.0K0.02%––
Abbrea Capital, LLC4,874$326.0K0.05%––
Marks Group Wealth Management, Inc4,845$322.0K0.05%––
Adviser Investments LLC4,830$321.0K0.03%––
Maverick Capital LtdSuperinvestorMaverick Capital4,776$318.0K0.00%––
Zacks Investment Management4,764$317.0K0.01%––
Freestone Capital Holdings, LLC4,773$317.0K0.02%––
AXA S.A.4,708$313.0K0.00%––
Venture Visionary Partners LLC4,708$313.0K0.03%––
North Star Asset Management Inc4,582$305.0K0.02%––
Sandy Spring Bank4,595$305.0K0.02%––
CWA Asset Management Group, LLC4,566$304.0K0.03%––
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%––
Gilman Hill Asset Management, LLC4,531$301.0K0.08%––
Intrust Bank NA4,458$297.0K0.04%––
Patton Albertson Miller Group, LLC4,455$296.0K0.07%––
Graves-Light Private Wealth Management, Inc.4,452$296.0K0.05%––
Brown Advisory Inc4,397$292.0K0.00%––
Sageworth Trust Co4,391$292.0K0.02%––
PEAK6 Investments LLC4,396$292.0K0.01%––
Brookstone Capital Management4,349$289.0K0.01%––
LPWM LLC4,263$285.0K0.19%––
TCI Wealth Advisors, Inc.4,269$284.0K0.13%––
Laurel Wealth Advisors, Inc.4,275$284.0K0.04%––
Boothbay Fund Management, LLC4,238$282.0K0.02%––
Nicollet Investment Management, Inc.4,218$281.0K0.12%––
Moneta Group Investment Advisors LLC4,210$280.0K0.01%––
Synovus Financial Corp4,179$278.0K0.00%––
USAdvisors Wealth Management, LLC4,177$278.0K0.14%––
Kestra Private Wealth Services, LLC4,136$275.0K0.02%––
Woodmont Investment Counsel LLC4,125$274.0K0.05%––
Alpha Paradigm Partners, LLC4,119$274.0K0.11%––
Chesley Taft & Associates LLC4,004$273.0K0.02%––
Oppenheimer Asset Management Inc.4,076$271.0K0.00%––
Williams Jones Wealth Management, LLC.4,075$271.0K0.00%––
McKinley Carter Wealth Services, Inc.4,029$268.0K0.02%––
Gateway Investment Advisers LLC4,000$266.0K0.00%––
Walleye Trading LLC3,996$266.0K0.01%––
Affinity Investment Advisors, LLC4,000$266.0K0.10%––
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%––
Insight Wealth Strategies, LLC3,967$264.0K0.04%––
Cambridge Trust Co3,944$262.0K0.01%––
Agf Investments Inc.3,928$261.0K0.00%––
Reilly Financial Advisors, LLC3,851$256.0K0.02%––
Marshall Wace, LLP3,838$255.0K0.00%––
Assetmark, Inc3,827$255.0K0.00%––
Corundum Group, Inc.3,835$255.0K0.20%––
Riverbridge Partners LLC3,813$254.0K0.00%––
Level Four Advisory Services, LLC3,804$253.0K0.02%––
Calton & Associates, Inc.3,772$251.0K0.05%––
Bank of Hawaii3,765$250.0K0.01%––
Accel Wealth Management3,749$249.0K0.20%––
Orgel Wealth Management, LLC3,689$245.0K0.03%––
Wade G W & Inc3,675$244.0K0.01%––