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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 4,810 | $317.0K | 0.02% | +4,810 | New |
| NuWave Investment Management, LLC | 4,805 | $317.0K | 0.35% | +4,805 | New |
| Marks Group Wealth Management, Inc | 4,845 | $318.0K | 0.04% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,830 | $318.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,911 | $323.0K | 0.01% | −69−1.4% | Reduced |
| Abbrea Capital, LLC | 4,874 | $323.0K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,843 | $325.0K | 0.03% | +4,843 | New |
| Parallel Advisors, LLC | 4,960 | $327.0K | 0.01% | +12+0.2% | Added |
| Castle Rock Wealth Management, LLC | 4,915 | $338.0K | 0.12% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 5,153 | $339.0K | 0.03% | −451−8.0% | Reduced |
| North Point Portfolio Managers Corp | 5,146 | $339.0K | 0.05% | −51−1.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 5,143 | $339.0K | 0.08% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,139 | $339.0K | 0.03% | +186+3.8% | Added |
| Clarius Group, LLC | 5,189 | $342.0K | 0.03% | +180+3.6% | Added |
| Headinvest, LLC | 5,217 | $343.0K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,221 | $344.0K | 0.03% | +173+3.4% | Added |
| Mission Wealth Management, LP | 5,232 | $345.0K | 0.02% | −52−1.0% | Reduced |
| Leavell Investment Management, Inc. | 5,120 | $345.0K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,256 | $346.0K | 0.09% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,207 | $352.0K | 0.01% | +858+19.7% | Added |
| James Hambro & Partners | 5,400 | $356.0K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 5,426 | $357.0K | 0.02% | −180−3.2% | Reduced |
| Schnieders Capital Management LLC | 5,436 | $358.0K | 0.10% | −550−9.2% | Reduced |
| Hills Bank & Trust Co | 5,438 | $358.0K | 0.05% | −182−3.2% | Reduced |
| Alpha Paradigm Partners, LLC | 5,440 | $358.0K | 0.14% | +1,321+32.1% | Added |
| FORA Capital, LLC | 5,436 | $358.0K | 0.07% | +5,436 | New |
| Samalin Investment Counsel, LLC | 5,500 | $362.0K | 0.23% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,566 | $367.0K | 0.02% | +75+1.4% | Added |
| American Portfolios Advisors | 5,586 | $368.0K | 0.01% | +169+3.1% | Added |
| Midwest Professional Planners, LTD. | 5,603 | $369.0K | 0.19% | −4,370−43.8% | Reduced |
| Colony Group LLC | 5,594 | $369.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 5,600 | $369.0K | 0.36% | +10+0.2% | Added |
| EP Wealth Advisors, LLC | 5,663 | $373.0K | 0.01% | +8+0.1% | Added |
| Kingsview Wealth Management, LLC | 5,571 | $373.0K | 0.02% | +645+13.1% | Added |
| Proequities, Inc. | 5,699 | $378.0K | 0.02% | −98−1.7% | Reduced |
| Valmark Advisers, Inc. | 5,736 | $378.0K | 0.01% | +652+12.8% | Added |
| Sentry Investment Management LLC | 5,746 | $379.0K | 0.10% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,863 | $386.0K | 0.20% | −350−5.6% | Reduced |
| SFMG, LLC | 5,873 | $387.0K | 0.04% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,915 | $390.0K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,980 | $394.0K | 0.12% | +5,980 | New |
| Chicago Partners Investment Group LLC | 5,857 | $400.0K | 0.03% | +28+0.5% | Added |
| RDA Financial Network | 6,071 | $400.0K | 0.18% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,100 | $402.0K | 0.02% | −608−9.1% | Reduced |
| Symmetry Partners, LLC | 6,133 | $404.0K | 0.03% | −516−7.8% | Reduced |
| Change Path, LLC | 6,130 | $404.0K | 0.02% | +196+3.3% | Added |
| Raymond James Trust N.A. | 6,150 | $405.0K | 0.01% | −21−0.3% | Reduced |
| Harbour Investment Management LLC | 6,147 | $405.0K | 0.20% | 00.0% | Unchanged |
| JustInvest LLC | 6,151 | $405.0K | 0.04% | +946+18.2% | Added |
| Spire Wealth Management | 6,181 | $407.0K | 0.01% | −217−3.4% | Reduced |
| TD Private Client Wealth LLC | 6,182 | $407.3K | 0.02% | +139+2.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,189 | $408.0K | 0.02% | −375−5.7% | Reduced |
| Fisher Asset Management, LLC | 6,212 | $409.0K | 0.00% | −584−8.6% | Reduced |
| Empirical Finance, LLC | 6,229 | $410.0K | 0.07% | +952+18.0% | Added |
| Fairfield, Bush & Co. | 6,198 | $410.0K | 0.11% | +3,099+100.0% | Added |
| Corient Capital Partners, LLC | 6,247 | $412.0K | 0.03% | +631+11.2% | Added |
| First National Bank Sioux Falls | 6,268 | $413.0K | 0.63% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $415.0K | 0.11% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 6,293 | $415.0K | 0.18% | +564+9.8% | Added |
| Trillium Asset Management, LLC | 6,322 | $416.0K | 0.01% | −28−0.4% | Reduced |
| Argent Trust Co | 6,324 | $417.0K | 0.03% | −45−0.7% | Reduced |
| Alley Co LLC | 6,385 | $421.0K | 0.08% | −302−4.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,392 | $421.0K | 0.11% | +30.0% | Added |
| Meiji Yasuda Life Insurance Co | 6,403 | $422.0K | 0.01% | −1,569−19.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,405 | $422.0K | 0.05% | +510+8.7% | Added |
| Veriti Management LLC | 6,417 | $423.0K | 0.06% | +2,898+82.4% | Added |
| Private Trust Co NA | 6,472 | $426.0K | 0.06% | +59+0.9% | Added |
| Meeder Asset Management Inc | 6,493 | $428.0K | 0.02% | +1,035+19.0% | Added |
| Conning Inc. | 6,634 | $437.0K | 0.01% | −619−8.5% | Reduced |
| Umb Bank N A | 6,660 | $439.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 6,671 | $439.0K | 0.09% | +3,500+110.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,700 | $441.0K | 0.32% | +791+13.4% | Added |
| Jackson Creek Investment Advisors LLC | 6,716 | $442.0K | 0.16% | −30.0% | Reduced |
| Signaturefd, LLC | 6,774 | $446.0K | 0.02% | +349+5.4% | Added |
| Walleye Trading LLC | 6,794 | $448.0K | 0.01% | +2,798+70.0% | Added |
| Alphasimplex Group, LLC | 6,833 | $450.0K | 0.22% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 6,991 | $461.0K | 0.01% | −500−6.7% | Reduced |
| Affiance Financial, LLC | 7,005 | $461.0K | 0.20% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,128 | $470.0K | 0.00% | −138−1.9% | Reduced |
| Eudaimonia Partners, LLC | 7,260 | $478.0K | 0.09% | +38+0.5% | Added |
| Rosenberg Matthew Hamilton | 7,306 | $481.0K | 0.25% | −407−5.3% | Reduced |
| Parsons Capital Management Inc | 7,458 | $491.0K | 0.04% | +630+9.2% | Added |
| Vident Investment Advisory, LLC | 7,468 | $492.0K | 0.01% | +1,383+22.7% | Added |
| Resources Investment Advisors, LLC. | 7,470 | $493.0K | 0.02% | +551+8.0% | Added |
| Thomas White International Ltd | 7,627 | $502.0K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,647 | $504.0K | 0.03% | +33+0.4% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $509.0K | 0.01% | −200−2.5% | Reduced |
| Goelzer Investment Management, Inc. | 7,724 | $509.0K | 0.04% | −126−1.6% | Reduced |
| SNS Financial Group, LLC | 7,730 | $510.0K | 0.07% | +110+1.4% | Added |
| Squarepoint Ops LLC | 7,797 | $514.0K | 0.00% | −180,688−95.9% | Reduced |
| Krane Funds Advisors LLC | 7,819 | $515.0K | 0.02% | +7,819 | New |
| Prelude Capital Management, LLC | 7,496 | $516.0K | 0.03% | +2,233+42.4% | Added |
| Cresset Asset Management, LLC | 7,908 | $525.0K | 0.01% | +4,623+140.7% | Added |
| Welch Group, LLC | 7,990 | $526.0K | 0.04% | −250−3.0% | Reduced |
| Moors & Cabot, Inc. | 8,033 | $529.0K | 0.04% | −499−5.8% | Reduced |
| Savant Capital, LLC | 8,041 | $530.0K | 0.02% | +76+1.0% | Added |
| Buckingham Strategic Wealth, LLC | 8,103 | $534.0K | 0.01% | −2,325−22.3% | Reduced |
| Neuberger Berman Group LLC | 10,231 | $540.0K | 0.00% | +367+3.7% | Added |
| Front Row Advisors LLC | 7,722 | $541.0K | 0.22% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,236 | $543.0K | 0.01% | −660−7.4% | Reduced |