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, Q2 2021
Institutional positions in Xcel Energy Inc as of Jun 30, 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
- 851
- +17 vs. Q1 2021
- Shares held
- 410.5M
- +6.61M (+1.6%) vs. Q1 2021
- Total value
- $27.0B
- +$204.0M (+0.8%) vs. Q1 2021
- New holders
- 81
- 307 more added
- Sold out
- 64
- 286 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,295 | $48.0B |
| Q1 2026 | 1,275 | $45.5B |
| Q4 2025 | 1,253 | $41.8B |
| Q3 2025 | 1,186 | $43.5B |
| Q2 2025 | 1,134 | $34.9B |
| Q1 2025 | 1,136 | $34.8B |
| Q4 2024 | 1,115 | $32.8B |
| Q3 2024 | 1,033 | $29.8B |
| Q2 2024 | 974 | $23.3B |
| Q1 2024 | 981 | $23.3B |
| Q4 2023 | 1,019 | $26.9B |
| Q3 2023 | 928 | $24.6B |
| Q2 2023 | 963 | $26.5B |
| Q1 2023 | 972 | $29.0B |
| Q4 2022 | 985 | $29.7B |
| Q3 2022 | 938 | $27.1B |
| Q2 2022 | 944 | $29.8B |
| Q1 2022 | 931 | $29.7B |
| Q4 2021 | 912 | $27.7B |
| Q3 2021 | 836 | $25.3B |
| Q2 2021 | 851 | $27.0B |
| Q1 2021 | 840 | $26.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 11,215 | $170 | 0.01% | +11,045+6,497.1% | Added |
| Atlas Capital Advisors LLC | 8 | $527 | 0.00% | +8 | New |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 30 | $2.00K | 0.00% | +30 | New |
| True Link Financial Advisors, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Column Capital Advisors, LLC | 38 | $3.00K | 0.00% | −22−36.7% | Reduced |
| First Financial Corp | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $5.00K | 0.00% | +62+364.7% | Added |
| Investment Research & Advisory Group, Inc. | 77 | $5.00K | 0.00% | +77 | New |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 88 | $6.00K | 0.00% | +73+486.7% | Added |
| Eagle Bay Advisors LLC | 80 | $6.00K | 0.00% | +80 | New |
| Coastal Capital Group, Inc. | 108 | $7.00K | 0.00% | +1+0.9% | Added |
| Financial Avengers, Inc. | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $7.00K | 0.00% | +79+329.2% | Added |
| Monumental Financial Group Inc. | 103 | $7.00K | 0.01% | +103 | New |
| Larson Financial Group LLC | 126 | $8.00K | 0.00% | +1+0.8% | Added |
| Carolinas Wealth Consulting LLC | 117 | $8.00K | 0.00% | +1+0.9% | Added |
| Tarbox Family Office, Inc. | 117 | $8.00K | 0.00% | +6+5.4% | Added |
| Pittenger & Anderson Inc | 122 | $8.00K | 0.00% | +50+69.4% | Added |
| Lumature Wealth Partners, LLC | 125 | $8.00K | 0.00% | +62+98.4% | Added |
| Exchange Traded Concepts, LLC | 126 | $8.00K | 0.00% | +126 | New |
| Cutler Group LP | 140 | $9.00K | 0.00% | −260−65.0% | Reduced |
| Enterprise Financial Services Corp | 139 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 145 | $10.0K | 0.00% | +145 | New |
| Horan Securities, Inc. | 164 | $11.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 172 | $11.0K | 0.00% | +172 | New |
| West Paces Advisors Inc. | 170 | $11.2K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $13.0K | 0.00% | −19−8.7% | Reduced |
| Valley National Advisers Inc | 199 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $13.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 209 | $14.0K | 0.00% | +17+8.9% | Added |
| Red Door Wealth Management, LLC | 213 | $14.0K | 0.01% | +213 | New |
| Princeton Global Asset Management LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $16.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 257 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 256 | $17.0K | 0.01% | +1+0.4% | Added |
| Oakworth Capital, Inc. | 269 | $18.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $19.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 292 | $19.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 282 | $19.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 300 | $19.0K | 0.00% | +239+391.8% | Added |
| Sutton Wealth Advisors Inc. | 290 | $19.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $21.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 314 | $21.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $21.0K | 0.01% | +19+6.3% | Added |
| Catalyst Capital Advisors LLC | 330 | $22.0K | 0.00% | +11+3.4% | Added |
| Laurel Wealth Advisors LLC | 341 | $22.0K | 0.00% | +41+13.7% | Added |
| Country Trust Bank | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $23.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $23.0K | 0.00% | +350 | New |
| Old North State Trust, LLC | 400 | $26.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 406 | $26.0K | 0.00% | +2+0.5% | Added |
| Zions Bancorporation, N.A. | 396 | $26.0K | 0.00% | +15+3.9% | Added |
| Marquette Asset Management, LLC | 405 | $27.0K | 0.01% | −200−33.1% | Reduced |
| Glen Eagle Advisors, LLC | 410 | $27.0K | 0.01% | −175−29.9% | Reduced |
| Glassman Wealth Services | 424 | $28.0K | 0.01% | −5,005−92.2% | Reduced |
| Raffa Wealth Management, LLC | 450 | $29.6K | 0.01% | +393+689.5% | Added |
| Plante Moran Financial Advisors, LLC | 450 | $30.0K | 0.01% | +3+0.7% | Added |
| Albion Financial Group | 481 | $32.0K | 0.00% | +481 | New |
| Gs Investments, Inc. | 504 | $33.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 529 | $35.0K | 0.00% | −7,200−93.2% | Reduced |
| Gemmer Asset Management LLC | 524 | $35.0K | 0.00% | +61+13.2% | Added |
| AGF Investments LLC | 531 | $35.0K | 0.00% | +531 | New |
| Creative Financial Designs Inc | 543 | $36.0K | 0.01% | +17+3.2% | Added |
| NEXT Financial Group, Inc | 551 | $36.0K | 0.00% | +15+2.8% | Added |
| Syverson Strege & Co | 559 | $37.0K | 0.03% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 559 | $37.0K | 0.01% | +30+5.7% | Added |
| West Branch Capital LLC | 575 | $38.0K | 0.02% | +575 | New |
| First Quadrant L P | 612 | $40.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $40.0K | 0.01% | −7−1.2% | Reduced |
| Capital Advisors, Ltd. LLC | 623 | $41.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 620 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 616 | $41.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 658 | $43.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 674 | $44.0K | 0.00% | +20+3.1% | Added |
| Global Retirement Partners, LLC | 667 | $44.0K | 0.00% | +334+100.3% | Added |
| MUFG Americas Holdings Corp | 710 | $47.0K | 0.00% | +386+119.1% | Added |
| Addison Advisors LLC | 720 | $47.0K | 0.04% | +720 | New |
| Berman Capital Advisors, LLC | 739 | $48.0K | 0.01% | +151+25.7% | Added |
| FinTrust Capital Advisors, LLC | 769 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 800 | $52.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 800 | $53.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $53.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 800 | $53.1K | 0.00% | 00.0% | Unchanged |