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 |
|---|---|---|---|---|---|
| HWG Holdings LP | 816 | $54.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $55.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 829 | $55.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 870 | $57.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 888 | $58.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 900 | $59.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $59.0K | 0.02% | 00.0% | Unchanged |
| BBVA USA | 888 | $59.0K | 0.00% | +888 | New |
| Tower View Investment Management & Research LLC | 916 | $60.0K | 0.03% | −76−7.7% | Reduced |
| Hoover Financial Advisors, Inc. | 920 | $61.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 919 | $61.0K | 0.01% | −45−4.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 936 | $62.0K | 0.00% | −443−32.1% | Reduced |
| Heritage Wealth Advisors | 975 | $64.2K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 993 | $65.0K | 0.00% | −125−11.2% | Reduced |
| Charter Oak Capital Management, LLC | 992 | $65.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 991 | $65.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 981 | $65.0K | 0.00% | +981 | New |
| Howe & Rusling Inc | 995 | $66.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,015 | $67.0K | 0.02% | −9−0.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $68.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,035 | $68.0K | 0.02% | +125+13.7% | Added |
| Winch Advisory Services, LLC | 1,073 | $71.0K | 0.03% | +7+0.7% | Added |
| Hexagon Capital Partners LLC | 1,100 | $72.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,090 | $72.0K | 0.00% | +27+2.5% | Added |
| Financial Management Professionals, Inc. | 1,120 | $74.0K | 0.02% | +4+0.4% | Added |
| North Star Investment Management Corp. | 1,148 | $76.0K | 0.01% | −800−41.1% | Reduced |
| Gradient Investments LLC | 1,152 | $76.0K | 0.00% | −367−24.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,176 | $77.0K | 0.00% | −2,079−63.9% | Reduced |
| CX Institutional | 1,180 | $78.0K | 0.01% | +115+10.8% | Added |
| Strategic Blueprint, LLC | 1,185 | $78.0K | 0.01% | +1,185 | New |
| Trustcore Financial Services, LLC | 1,204 | $79.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,214 | $80.0K | 0.05% | +1,214 | New |
| Lindbrook Capital, LLC | 1,251 | $82.0K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 1,252 | $82.0K | 0.04% | +1,252 | New |
| Leelyn Smith, LLC | 1,260 | $83.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,355 | $89.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,378 | $91.0K | 0.00% | +4+0.3% | Added |
| Costello Asset Management, INC | 1,375 | $91.0K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,400 | $92.0K | 0.01% | −21−1.5% | Reduced |
| Harbor Investment Advisory, LLC | 1,410 | $93.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,439 | $95.0K | 0.01% | +1,439 | New |
| Dividend Assets Capital, LLC | 1,460 | $96.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,470 | $96.0K | 0.02% | +3+0.2% | Added |
| Credit Agricole S A | 1,450 | $96.0K | 0.00% | +1,450 | New |
| Whittier Trust Co of Nevada Inc | 1,563 | $103.0K | 0.00% | +183+13.3% | Added |
| Personal Wealth Partners | 1,565 | $103.0K | 0.04% | +1,565 | New |
| FFT Wealth Management LLC | 1,644 | $108.0K | 0.02% | +1,644 | New |
| Pinnacle Bancorp, Inc. | 1,666 | $110.0K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $113.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,711 | $113.0K | 0.02% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,741 | $115.0K | 0.10% | +147+9.2% | Added |
| Prestige Wealth Management Group LLC | 1,817 | $120.0K | 0.03% | +89+5.2% | Added |
| Rocky Mountain Advisers, LLC | 1,833 | $121.0K | 0.15% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,871 | $123.0K | 0.07% | +9+0.5% | Added |
| Hanson & Doremus Investment Management | 1,860 | $128.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,970 | $129.0K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,057 | $136.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,094 | $138.0K | 0.02% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 2,141 | $141.0K | 0.00% | −700−24.6% | Reduced |
| Garde Capital, Inc. | 2,144 | $141.0K | 0.01% | −154−6.7% | Reduced |
| Allworth Financial LP | 2,147 | $141.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,185 | $144.0K | 0.10% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,188 | $144.0K | 0.15% | +2,188 | New |
| Ironwood Financial, llc | 2,255 | $149.0K | 0.04% | 00.0% | Unchanged |
| Motco | 2,342 | $154.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 2,333 | $154.0K | 0.16% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 2,363 | $156.0K | 0.01% | +2,363 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $157.0K | 0.07% | 00.0% | Unchanged |
| Founders Capital Management | 2,500 | $165.0K | 0.11% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,534 | $167.0K | 0.12% | +3+0.1% | Added |
| HM Payson & Co | 2,575 | $170.0K | 0.00% | −50−1.9% | Reduced |
| Carroll Financial Associates, Inc. | 2,588 | $170.0K | 0.01% | +8+0.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 2,710 | $179.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,726 | $180.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 2,742 | $181.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,763 | $182.0K | 0.04% | +2,763 | New |
| Trust Co of Vermont | 2,815 | $185.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,813 | $185.0K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 2,805 | $185.0K | 0.01% | +61+2.2% | Added |
| Quadrant Capital Group LLC | 2,813 | $185.0K | 0.03% | +165+6.2% | Added |
| Caldwell Trust Co | 2,853 | $188.0K | 0.02% | −326−10.3% | Reduced |
| Trust Co | 2,882 | $190.0K | 0.13% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,905 | $191.0K | 0.04% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,050 | $201.0K | 0.02% | +13+0.4% | Added |
| Cerity Partners LLC | 3,066 | $202.0K | 0.00% | +11+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 3,081 | $203.0K | 0.00% | −6−0.2% | Reduced |
| Boston Private Wealth LLC | 3,103 | $204.0K | 0.00% | −51−1.6% | Reduced |
| First Manhattan Co | 3,100 | $204.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,100 | $204.0K | 0.01% | +2+0.1% | Added |
| Windsor Capital Management, LLC | 3,101 | $204.0K | 0.07% | +15+0.5% | Added |
| Sharkey, Howes & Javer | 3,093 | $204.0K | 0.05% | +14+0.5% | Added |
| Rockland Trust Co | 3,138 | $206.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,165 | $209.0K | 0.04% | 00.0% | Unchanged |
| People's United Financial, Inc. | 3,165 | $209.0K | 0.00% | +20+0.6% | Added |
| Wealthstreet Investment Advisors, LLC | 3,189 | $210.0K | 1.09% | −5,236−62.1% | Reduced |
| McClarren Financial Advisors, Inc. | 3,200 | $210.0K | 0.17% | −45−1.4% | Reduced |
| Nachman Norwood & Parrott, Inc | 3,171 | $210.0K | 0.02% | −26−0.8% | Reduced |
| Nicolet Bankshares Inc | 3,193 | $210.0K | 0.06% | +14+0.4% | Added |
| Level Four Advisory Services, LLC | 3,204 | $211.0K | 0.01% | −600−15.8% | Reduced |
| Perpetual Investment Management Ltd | 3,200 | $211.0K | 0.03% | 00.0% | Unchanged |