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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 3,239 | $213.0K | 0.00% | +190+6.2% | Added |
| Chilton Capital Management LLC | 3,240 | $213.0K | 0.01% | +3,240 | New |
| Homrich & Berg | 3,250 | $214.0K | 0.00% | −2,026−38.4% | Reduced |
| Sunbelt Securities, Inc. | 3,090 | $214.0K | 0.04% | +3,090 | New |
| Ieq Capital, LLC | 3,247 | $214.0K | 0.01% | +3,247 | New |
| Flagship Harbor Advisors, LLC | 3,263 | $215.0K | 0.02% | −8−0.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,141 | $216.0K | 0.02% | +92+3.0% | Added |
| Horizon Investments, LLC | 3,299 | $217.0K | 0.01% | +85+2.6% | Added |
| Doyle Wealth Management | 3,310 | $218.0K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 3,320 | $219.0K | 0.02% | −34,395−91.2% | Reduced |
| Avestar Capital, LLC | 3,317 | $220.0K | 0.04% | +3,317 | New |
| Peapack Gladstone Financial Corp | 3,356 | $221.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,356 | $221.0K | 0.02% | +12+0.4% | Added |
| South State Corp. | 3,364 | $222.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,375 | $222.0K | 0.04% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,375 | $222.0K | 0.01% | +3,375 | New |
| Inspire Advisors, LLC | 3,379 | $223.0K | 0.07% | +121+3.7% | Added |
| Peoples Financial Services Corp. | 3,400 | $224.0K | 0.09% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,423 | $225.0K | 0.04% | −173−4.8% | Reduced |
| Washington Trust Co | 3,409 | $225.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,420 | $225.0K | 0.01% | +3,420 | New |
| First Financial Bank - Trust Division | 3,444 | $227.0K | 0.02% | −31−0.9% | Reduced |
| Private Capital Management LLC | 3,476 | $229.0K | 0.10% | +89+2.6% | Added |
| Orgel Wealth Management, LLC | 3,507 | $231.0K | 0.03% | −182−4.9% | Reduced |
| Thompson Investment Management, Inc. | 3,499 | $231.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,523 | $233.0K | 0.00% | +3,523 | New |
| Sequoia Financial Advisors, LLC | 3,536 | $233.0K | 0.01% | +3,536 | New |
| Financial Perspectives, Inc | 3,548 | $233.8K | 0.11% | −232,441−98.5% | Reduced |
| Austin Private Wealth, LLC | 3,559 | $234.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $234.0K | 0.16% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,567 | $235.0K | 0.03% | −2,750−43.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,588 | $236.0K | 0.02% | +377+11.7% | Added |
| IHT Wealth Management, LLC | 3,593 | $237.0K | 0.02% | −1,771−33.0% | Reduced |
| Ballast Advisors LLC | 3,606 | $238.0K | 0.10% | +4+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,627 | $239.0K | 0.02% | +10.0% | Added |
| Belpointe Asset Management LLC | 3,653 | $240.0K | 0.02% | 00.0% | Unchanged |
| Wade G W & Inc | 3,677 | $242.0K | 0.01% | +2+0.1% | Added |
| Reilly Financial Advisors, LLC | 3,691 | $243.0K | 0.02% | −160−4.2% | Reduced |
| Strategy Asset Managers LLC | 3,678 | $243.0K | 0.05% | +560+18.0% | Added |
| Ballentine Partners, LLC | 3,702 | $244.0K | 0.01% | +23+0.6% | Added |
| Cornerstone Wealth Management, LLC | 3,740 | $246.0K | 0.03% | +3,740 | New |
| Bank of Hawaii | 3,765 | $248.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,762 | $248.0K | 0.16% | +13+0.3% | Added |
| Centiva Capital, LP | 3,773 | $249.0K | 0.02% | +3,773 | New |
| Riverbridge Partners LLC | 3,810 | $251.0K | 0.00% | −3−0.1% | Reduced |
| Agf Investments Inc. | 3,828 | $252.0K | 0.00% | −100−2.5% | Reduced |
| Gladstone Institutional Advisory LLC | 3,942 | $260.0K | 0.03% | −2,830−41.8% | Reduced |
| Corundum Group, Inc. | 3,960 | $261.0K | 0.17% | +125+3.3% | Added |
| CIBC World Markets Inc. | 3,962 | $261.0K | 0.00% | +3,962 | New |
| Williams Jones Wealth Management, LLC. | 3,981 | $262.0K | 0.00% | −94−2.3% | Reduced |
| Montag A & Associates Inc | 3,984 | $262.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,979 | $262.0K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $262.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $262.0K | 0.09% | 00.0% | Unchanged |
| Inscription Capital, LLC | 3,980 | $262.0K | 0.03% | +3,980 | New |
| RFG Advisory, LLC | 3,985 | $263.0K | 0.02% | −4,545−53.3% | Reduced |
| Calton & Associates, Inc. | 3,994 | $263.0K | 0.05% | +222+5.9% | Added |
| Chesley Taft & Associates LLC | 4,004 | $264.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,009 | $264.0K | 0.02% | −20−0.5% | Reduced |
| Gateway Investment Advisers LLC | 4,000 | $264.0K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $264.0K | 0.12% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,007 | $264.0K | 0.01% | +4,007 | New |
| Wealth Alliance | 4,014 | $264.0K | 0.06% | +4,014 | New |
| LPWM LLC | 3,963 | $268.0K | 0.16% | −300−7.0% | Reduced |
| Lincoln National Corp | 4,080 | $269.0K | 0.01% | −1,008−19.8% | Reduced |
| Woodmont Investment Counsel LLC | 4,125 | $272.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,129 | $272.0K | 0.00% | +947+29.8% | Added |
| Kestra Private Wealth Services, LLC | 4,141 | $273.0K | 0.02% | +5+0.1% | Added |
| USAdvisors Wealth Management, LLC | 4,193 | $276.0K | 0.15% | +16+0.4% | Added |
| Moneta Group Investment Advisors LLC | 4,220 | $278.0K | 0.01% | +10+0.2% | Added |
| Assetmark, Inc | 4,226 | $278.0K | 0.00% | +399+10.4% | Added |
| JNBA Financial Advisors | 4,238 | $279.0K | 0.04% | +250+6.3% | Added |
| Synovus Financial Corp | 4,259 | $280.0K | 0.00% | +80+1.9% | Added |
| Sandy Spring Bank | 4,312 | $285.0K | 0.02% | −283−6.2% | Reduced |
| TCI Wealth Advisors, Inc. | 4,326 | $285.0K | 0.05% | +57+1.3% | Added |
| Mirabella Financial Services LLP | 4,363 | $287.0K | 0.06% | +4,363 | New |
| Soltis Investment Advisors LLC | 4,361 | $287.0K | 0.05% | +4,361 | New |
| Brown Advisory Inc | 4,371 | $288.0K | 0.00% | −26−0.6% | Reduced |
| Sageworth Trust Co | 4,391 | $289.0K | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,416 | $290.0K | 0.10% | −3,133−41.5% | Reduced |
| Gilman Hill Asset Management, LLC | 4,400 | $290.0K | 0.07% | −131−2.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 4,450 | $293.0K | 0.03% | −1,000−18.3% | Reduced |
| Patton Albertson Miller Group, LLC | 4,455 | $293.0K | 0.07% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $293.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,477 | $295.0K | 0.00% | +401+9.8% | Added |
| Venture Visionary Partners LLC | 4,508 | $296.0K | 0.02% | −200−4.2% | Reduced |
| Intrust Bank NA | 4,517 | $297.0K | 0.04% | +59+1.3% | Added |
| Laurel Wealth Advisors, Inc. | 4,516 | $298.0K | 0.04% | +241+5.6% | Added |
| Toroso Investments, LLC | 4,523 | $298.0K | 0.01% | +4,523 | New |
| Freestone Capital Holdings, LLC | 4,534 | $299.0K | 0.02% | −239−5.0% | Reduced |
| AXA S.A. | 4,549 | $299.0K | 0.00% | −159−3.4% | Reduced |
| CWA Asset Management Group, LLC | 4,466 | $299.0K | 0.02% | −100−2.2% | Reduced |
| Destination Wealth Management | 4,558 | $300.0K | 0.01% | −578−11.3% | Reduced |
| North Star Asset Management Inc | 4,557 | $300.0K | 0.02% | −25−0.5% | Reduced |
| Strategic Advisors LLC | 4,568 | $300.0K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $301.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 4,689 | $308.0K | 0.03% | −750−13.8% | Reduced |
| Federated Hermes, Inc. | 4,694 | $310.0K | 0.00% | +2,220+89.7% | Added |
| Boothbay Fund Management, LLC | 4,725 | $311.0K | 0.01% | +487+11.5% | Added |
| Zacks Investment Management | 4,764 | $314.0K | 0.01% | 00.0% | Unchanged |