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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
Ballentine Partners, LLC3,679$244.0K0.01%––
Simplex Trading, LLC3,671$244.0K0.01%––
Belpointe Asset Management LLC3,653$244.0K0.02%––
Sheaff Brock Investment Advisors, LLC3,626$242.0K0.03%––
Contravisory Investment Management, Inc.3,624$241.0K0.08%––
Ballast Advisors LLC3,602$240.0K0.11%––
Institutional & Family Asset Management, LLC3,596$239.0K0.05%––
WESPAC Advisors, LLC3,584$238.0K0.18%––
Austin Private Wealth, LLC3,559$237.0K0.06%––
CoreFirst Bank & Trust3,559$237.0K0.16%––
Veriti Management LLC3,519$234.0K0.06%––
Thompson Investment Management, Inc.3,499$233.0K0.04%––
Stock Yards Bank & Trust Co3,479$232.0K0.02%––
First Financial Bank - Trust Division3,475$231.0K0.03%––
Washington Trust Co3,409$228.0K0.01%––
Two Sigma Securities, LLC3,418$227.0K0.05%––
Peoples Financial Services Corp.3,400$226.0K0.10%––
Iowa State Bank3,400$226.0K0.07%––
Private Capital Management LLC3,387$225.0K0.12%––
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%––
Peapack Gladstone Financial Corp3,356$223.0K0.01%––
Wealthsource Partners, LLC3,344$222.0K0.02%––
Doyle Wealth Management3,310$220.0K0.02%––
David Loasby3,315$220.0K0.03%––
Flagship Harbor Advisors, LLC3,271$218.0K0.02%––
Capital Bank & Trust Co3,274$218.0K0.00%––
Cresset Asset Management, LLC3,285$218.0K0.00%––
Inspire Advisors, LLC3,258$217.0K0.08%––
Cullen/Frost Bankers, Inc.3,255$216.0K0.00%––
McClarren Financial Advisors, Inc.3,245$216.0K0.19%––
Gyon Technologies Capital Management, LP3,227$215.0K0.09%––
Tokio Marine Asset Management Co Ltd3,211$214.0K0.02%––
Horizon Investments, LLC3,214$214.0K0.01%––
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%––
Caldwell Trust Co3,179$211.4K0.03%––
Nicolet Bankshares Inc3,179$211.0K0.06%––
Sound View Wealth Advisors Group, LLC3,165$211.0K0.05%––
Boston Private Wealth LLC3,154$210.0K0.00%––
Rockland Trust Co3,138$209.0K0.02%––
People's United Financial, Inc.3,145$209.0K0.00%––
Strategy Asset Managers LLC3,118$207.0K0.05%––
First Manhattan Co3,100$206.0K0.00%––
Fairfield, Bush & Co.3,099$206.0K0.06%––
Capital Investment Advisors, LLC3,098$206.0K0.01%––
O'Shaughnessy Asset Management, LLC3,087$205.0K0.00%––
Windsor Capital Management, LLC3,086$205.0K0.07%––
Sharkey, Howes & Javer3,079$205.0K0.06%––
Heartland Bank & Trust Co3,060$204.0K0.19%––
Bessemer Group Inc3,049$203.0K0.00%––
Cerity Partners LLC3,055$203.0K0.00%––
Lake Street Advisors Group, LLC3,049$203.0K0.02%––
GHP Investment Advisors, Inc.3,037$202.0K0.02%––
Cranbrook Wealth Management, LLC2,905$193.0K0.05%––
Trust Co2,882$192.0K0.14%––
NN Investment Partners Holdings N.V.2,841$189.0K0.00%––
Trust Co of Vermont2,815$187.0K0.01%––
Sargent Bickham Lagudis LLC2,813$187.0K0.02%––
Kepos Capital LP2,744$183.0K0.01%––
Barrett Asset Management, LLC2,742$182.0K0.01%––
Smithfield Trust Co2,726$181.0K0.01%––
Tortoise Capital Advisors, L.L.C.2,710$180.0K0.00%––
Quadrant Capital Group LLC2,648$176.0K0.03%––
HM Payson & Co2,625$175.0K0.00%––
Carroll Financial Associates, Inc.2,580$171.0K0.01%––
Wolff Wiese Magana LLC2,531$168.0K0.13%––
Founders Capital Management2,500$166.0K0.12%––
Federated Hermes, Inc.2,474$165.0K0.00%––
Jackson, Grant Investment Advisers, Inc.2,376$158.0K0.07%––
Motco2,342$156.0K0.01%––
Riverview Trust Co2,333$155.0K0.17%––
Garde Capital, Inc.2,298$153.0K0.02%––
Ironwood Financial, llc2,255$150.0K0.05%––
Farmers & Merchants Trust Co of Chambersburg PA2,185$145.0K0.11%––
Allworth Financial LP2,147$143.0K0.00%––
Manchester Capital Management LLC2,094$139.0K0.02%––
Vestor Capital, LLC2,057$137.0K0.02%––
Endurance Wealth Management, Inc.1,970$131.0K0.02%––
North Star Investment Management Corp.1,948$130.0K0.01%––
Hanson & Doremus Investment Management1,860$124.0K0.03%––
Filbrandt Wealth Management, LLC1,862$124.0K0.07%––
Rocky Mountain Advisers, LLC1,833$122.0K0.17%––
Prestige Wealth Management Group LLC1,728$115.0K0.03%––
Stephenson National Bank & Trust1,713$114.0K0.08%––
Tradewinds Capital Management, LLC1,711$114.0K0.02%––
Pinnacle Bancorp, Inc.1,666$111.0K0.05%––
Paradigm, Strategies in Wealth Management, LLC1,594$106.0K0.10%––
Firestone Capital Management1,580$105.0K0.04%––
Gradient Investments LLC1,519$101.0K0.00%––
Dividend Assets Capital, LLC1,460$97.0K0.02%––
SOA Wealth Advisors, LLC.1,467$97.0K0.03%––
Sonora Investment Management, LLC1,421$95.0K0.01%––
Harbor Investment Advisory, LLC1,410$94.0K0.01%––
Whittier Trust Co of Nevada Inc1,380$92.0K0.00%––
Parallax Volatility Advisers, L.P.1,379$92.0K0.00%––