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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 8,118 | $545.0K | 0.02% | +3,032+59.6% | Added |
| Heritage Trust Co | 8,285 | $546.0K | 0.08% | −170−2.0% | Reduced |
| HighMark Wealth Management LLC | 8,294 | $546.0K | 0.40% | +30.0% | Added |
| Seven Springs Wealth Group, LLC | 8,300 | $547.0K | 0.24% | +8,300 | New |
| Whittier Trust Co | 8,381 | $552.0K | 0.01% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,452 | $557.0K | 0.20% | −440−4.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,506 | $560.0K | 0.29% | −984−10.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 8,500 | $560.0K | 0.01% | −875−9.3% | Reduced |
| PEAK6 Investments LLC | 8,568 | $564.0K | 0.02% | +4,172+94.9% | Added |
| Access Financial Services, Inc. | 8,620 | $568.0K | 0.26% | −107−1.2% | Reduced |
| Los Angeles Capital Management LLC | 8,630 | $569.0K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 8,647 | $570.0K | 0.06% | −24,870−74.2% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $571.0K | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,705 | $573.0K | 0.02% | −435−4.8% | Reduced |
| International Assets Investment Management, LLC | 8,750 | $576.0K | 0.11% | −23,002−72.4% | Reduced |
| GoalVest Advisory LLC | 8,864 | $584.0K | 0.36% | +568+6.8% | Added |
| Simplex Trading, LLC | 9,052 | $596.0K | 0.02% | +5,381+146.6% | Added |
| Charter Trust Co | 9,093 | $599.0K | 0.06% | −170−1.8% | Reduced |
| Coldstream Capital Management Inc | 9,129 | $601.0K | 0.02% | −436−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 9,148 | $603.0K | 0.02% | +5,954+186.4% | Added |
| Amarillo National Bank | 9,230 | $608.0K | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,227 | $608.0K | 0.01% | +447+5.1% | Added |
| Emerald Advisors, LLC | 9,230 | $608.0K | 0.19% | +2,125+29.9% | Added |
| Central Trust Co | 9,288 | $612.0K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 9,329 | $615.0K | 0.30% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,371 | $617.0K | 0.67% | −176−1.8% | Reduced |
| Prospera Financial Services Inc | 9,409 | $619.0K | 0.03% | −4,133−30.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 9,416 | $620.0K | 0.23% | +148+1.6% | Added |
| First Midwest Bank Trust Division | 9,435 | $622.0K | 0.08% | +145+1.6% | Added |
| Donaldson Capital Management, LLC | 9,592 | $632.0K | 0.03% | −1,660−14.8% | Reduced |
| Bell Bank | 9,594 | $632.0K | 0.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 9,663 | $636.0K | 0.10% | +156+1.6% | Added |
| Farmers & Merchants Investments Inc | 9,690 | $638.0K | 0.03% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 9,719 | $640.0K | 0.03% | +115+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 9,786 | $644.7K | 0.10% | +999+11.4% | Added |
| Illinois Municipal Retirement Fund | 9,841 | $648.0K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,922 | $653.7K | 0.51% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 10,090 | $665.0K | 0.10% | +23+0.2% | Added |
| Apollon Wealth Management, LLC | 10,127 | $667.0K | 0.12% | −810−7.4% | Reduced |
| Quantamental Technologies LLC | 10,153 | $669.0K | 0.59% | +10,153 | New |
| TrinityPoint Wealth, LLC | 10,188 | $671.0K | 0.14% | −709−6.5% | Reduced |
| West Family Investments, Inc. | 10,252 | $675.0K | 0.19% | +10,252 | New |
| Wambolt & Associates, LLC | 10,197 | $684.0K | 0.29% | −2,369−18.9% | Reduced |
| Stonebridge Capital Advisors LLC | 10,397 | $685.0K | 0.08% | +50.0% | Added |
| HighPoint Advisor Group LLC | 10,397 | $685.0K | 0.07% | +2,066+24.8% | Added |
| Caisse de Depot Et Placement du Quebec | 10,400 | $685.0K | 0.00% | +2,050+24.6% | Added |
| PrairieView Partners, LLC | 10,436 | $688.0K | 0.10% | −6,934−39.9% | Reduced |
| First National Bank & Trust Co of Newtown | 10,452 | $688.0K | 0.14% | +522+5.3% | Added |
| Mosaic Family Wealth, LLC | 10,479 | $690.0K | 0.20% | −38−0.4% | Reduced |
| O'Brien Greene & Co. Inc | 10,525 | $693.0K | 0.25% | −40−0.4% | Reduced |
| Veritable, L.P. | 10,546 | $695.0K | 0.01% | +253+2.5% | Added |
| Aveo Capital Partners, LLC | 10,595 | $698.0K | 0.15% | −401−3.6% | Reduced |
| KLCM Advisors, Inc. | 10,700 | $705.0K | 0.16% | 00.0% | Unchanged |
| HAP Trading, LLC | 10,729 | $707.0K | 0.04% | +10,729 | New |
| Sumitomo Life Insurance Co | 10,773 | $710.0K | 0.02% | −1,910−15.1% | Reduced |
| Cahill Financial Advisors Inc | 10,823 | $713.0K | 0.16% | −181−1.6% | Reduced |
| Carret Asset Management, LLC | 10,985 | $724.0K | 0.08% | 00.0% | Unchanged |
| TCW Group Inc | 11,204 | $738.0K | 0.01% | −1,500−11.8% | Reduced |
| Benjamin Edwards Inc | 11,196 | $738.0K | 0.51% | −217−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,323 | $746.0K | 0.04% | +11,323 | New |
| Bard Financial Services, Inc. | 11,375 | $749.0K | 0.07% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11,394 | $751.0K | 0.07% | +453+4.1% | Added |
| Advisors Management Group Inc | 11,431 | $753.0K | 0.22% | +7+0.1% | Added |
| FineMark National Bank & Trust | 11,456 | $755.0K | 0.03% | −200−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,493 | $757.0K | 0.01% | −44−0.4% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $757.0K | 0.52% | 00.0% | Unchanged |
| Coastline Trust Co | 11,550 | $761.0K | 0.09% | +10+0.1% | Added |
| Eastern Bank | 11,613 | $764.0K | 0.04% | −1,757−13.1% | Reduced |
| IFP Advisors, Inc | 11,873 | $780.0K | 0.02% | +20+0.2% | Added |
| BP PLC | 12,486 | $822.0K | 0.04% | −5,518−30.6% | Reduced |
| First Citizens Bank & Trust Co | 12,704 | $837.0K | 0.04% | −992−7.2% | Reduced |
| Fulcrum Asset Management LLP | – | $856.0K | 0.36% | – | – |
| Quadrature Capital Ltd | 13,084 | $862.0K | 0.03% | +13,084 | New |
| BerganKDV Wealth Management, LLC | 13,194 | $869.0K | 0.10% | +1,240+10.4% | Added |
| Carlson Capital Management | 13,607 | $896.0K | 0.13% | −666−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,631 | $898.0K | 0.07% | +1,045+8.3% | Added |
| Hotaling Investment Management, LLC | 13,896 | $915.0K | 0.37% | −32−0.2% | Reduced |
| Eqis Capital Management, Inc. | 13,895 | $915.0K | 0.07% | +322+2.4% | Added |
| Roosevelt Investment Group LLC | 13,958 | $920.0K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 14,023 | $922.0K | 0.00% | −5,425−27.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,008 | $923.0K | 0.10% | −741−5.0% | Reduced |
| Everence Capital Management Inc | 14,114 | $930.0K | 0.08% | +5,020+55.2% | Added |
| SRS Capital Advisors, Inc. | 14,121 | $930.0K | 0.13% | +14,121 | New |
| F3Logic, LLC | 14,187 | $935.0K | 0.11% | −118−0.8% | Reduced |
| Two Sigma Investments, LP | 14,266 | $940.0K | 0.00% | −355,138−96.1% | Reduced |
| Kesler, Norman & Wride, LLC | 13,777 | $940.0K | 0.22% | +40.0% | Added |
| Chesapeake Wealth Management | 14,716 | $969.0K | 0.31% | −956−6.1% | Reduced |
| Old Port Advisors | 14,281 | $972.0K | 0.35% | −2,895−16.9% | Reduced |
| Inverness Counsel LLC | 14,820 | $976.0K | 0.04% | −5,974−28.7% | Reduced |
| National Asset Management, Inc. | 14,805 | $976.0K | 0.03% | +7,407+100.1% | Added |
| Accredited Investors Inc. | 14,963 | $986.0K | 0.10% | −3,677−19.7% | Reduced |
| World Asset Management Inc | 14,972 | $986.0K | 0.09% | −232−1.5% | Reduced |
| IBM Retirement Fund | 15,230 | $1.00M | 0.08% | −2,660−14.9% | Reduced |
| Western Wealth Management, LLC | 15,252 | $1.00M | 0.10% | +745+5.1% | Added |
| MML Investors Services, LLC | 15,440 | $1.02M | 0.01% | −317−2.0% | Reduced |
| Harvest Volatility Management LLC | 15,454 | $1.02M | 0.08% | +3,782+32.4% | Added |
| Berger Financial Group, Inc | 15,564 | $1.02M | 0.19% | +5,623+56.6% | Added |
| Vontobel Holding Ltd. | 15,685 | $1.03M | 0.01% | −2,516−13.8% | Reduced |
| Optimal Asset Management, Inc. | 15,827 | $1.04M | 0.12% | +26+0.2% | Added |
| Koshinski Asset Management, Inc. | 15,882 | $1.05M | 0.13% | −10,810−40.5% | Reduced |