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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 24,441 | $1.61M | 0.03% | +68+0.3% | Added |
| Regentatlantic Capital LLC | 24,418 | $1.61M | 0.05% | +456+1.9% | Added |
| AE Wealth Management LLC | 24,257 | $1.60M | 0.01% | −151−0.6% | Reduced |
| Northstar Investment Advisors LLC | 23,335 | $1.59M | 0.21% | −500−2.1% | Reduced |
| First Republic Investment Management, Inc. | 23,075 | $1.52M | 0.00% | +5,040+27.9% | Added |
| South Dakota Investment Council | 22,647 | $1.49M | 0.03% | −4,860−17.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,415 | $1.48M | 0.00% | −14,035−38.5% | Reduced |
| Capstone Investment Advisors, LLC | 22,392 | $1.48M | 0.04% | +22,392 | New |
| Virtus ETF Advisers LLC | 22,214 | $1.46M | 0.60% | +1,240+5.9% | Added |
| Allstate Corp | 21,955 | $1.45M | 0.05% | −1,044−4.5% | Reduced |
| Geneos Wealth Management Inc. | 21,472 | $1.43M | 0.06% | −737−3.3% | Reduced |
| Huntington National Bank | 21,523 | $1.42M | 0.01% | +7,580+54.4% | Added |
| Worldquant Millennium Advisors LLC | 21,447 | $1.41M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 21,356 | $1.41M | 0.01% | −10,443−32.8% | Reduced |
| Triumph Capital Management | 20,615 | $1.40M | 0.82% | +20,615 | New |
| Advisor Partners LLC | 21,274 | $1.40M | 0.09% | −553−2.5% | Reduced |
| Evercore Wealth Management, LLC | 21,278 | $1.40M | 0.03% | −22−0.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,898 | $1.38M | 0.14% | +20,898 | New |
| Lazard Asset Management LLC | 20,899 | $1.38M | 0.00% | −98,478−82.5% | Reduced |
| Rockefeller Capital Management L.P. | 20,808 | $1.37M | 0.01% | +3,926+23.3% | Added |
| Valtinson Bruner Financial Planning LLC | 19,086 | $1.33M | 0.76% | −438−2.2% | Reduced |
| Edgestream Partners, L.P. | 19,900 | $1.31M | 0.08% | −41,083−67.4% | Reduced |
| Tiaa, FSB | 19,860 | $1.31M | 0.00% | −760−3.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,789 | $1.30M | 0.33% | +19,789 | New |
| Hennion & Walsh Asset Management, Inc. | 19,739 | $1.30M | 0.07% | +557+2.9% | Added |
| Sigma Planning Corp | 19,644 | $1.29M | 0.04% | −2,056−9.5% | Reduced |
| Oppenheimer & Co Inc | 19,516 | $1.29M | 0.02% | −634−3.1% | Reduced |
| Fiduciary Trust Co | 19,417 | $1.28M | 0.02% | +2,218+12.9% | Added |
| Regions Financial Corp | 19,203 | $1.26M | 0.01% | −4,162−17.8% | Reduced |
| Acadian Asset Management LLC | 19,032 | $1.25M | 0.00% | −10,726−36.0% | Reduced |
| Cypress Capital Group | 18,935 | $1.25M | 0.17% | −1,175−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 18,832 | $1.24M | 0.04% | −79−0.4% | Reduced |
| NatWest Group plc | 18,304 | $1.21M | 0.62% | −1,858−9.2% | Reduced |
| Stillwater Investment Management, LLC | 18,150 | $1.20M | 0.32% | +116+0.6% | Added |
| Magnetar Financial LLC | 18,133 | $1.20M | 0.01% | +18,133 | New |
| M&T Bank Corp | 17,789 | $1.17M | 0.01% | −1,184−6.2% | Reduced |
| Dynamic Advisor Solutions LLC | 17,526 | $1.16M | 0.09% | +54+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 17,411 | $1.15M | 0.11% | −665−3.7% | Reduced |
| Private Advisor Group, LLC | 17,095 | $1.13M | 0.01% | +741+4.5% | Added |
| Atria Investments LLC | 17,089 | $1.13M | 0.02% | +17,089 | New |
| WealthTrust Axiom LLC | 17,001 | $1.12M | 0.36% | 00.0% | Unchanged |
| Palladium Partners LLC | 16,870 | $1.11M | 0.05% | −59−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 16,732 | $1.10M | 0.02% | +9,056+118.0% | Added |
| Cigna Investments Inc | 16,666 | $1.10M | 0.08% | −2,627−13.6% | Reduced |
| Polar Asset Management Partners Inc. | 16,292 | $1.07M | 0.01% | +16,292 | New |
| Bond & Devick Financial Network, Inc. | 16,250 | $1.07M | 0.88% | −97−0.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.07M | 0.14% | 00.0% | Unchanged |
| Teza Capital Management LLC | 16,127 | $1.06M | 0.17% | −2,400−13.0% | Reduced |
| Seven Eight Capital, LP | 15,919 | $1.05M | 0.15% | +719+4.7% | Added |
| Koshinski Asset Management, Inc. | 15,882 | $1.05M | 0.13% | −10,810−40.5% | Reduced |
| Optimal Asset Management, Inc. | 15,827 | $1.04M | 0.12% | +26+0.2% | Added |
| Vontobel Holding Ltd. | 15,685 | $1.03M | 0.01% | −2,516−13.8% | Reduced |
| Berger Financial Group, Inc | 15,564 | $1.02M | 0.19% | +5,623+56.6% | Added |
| Harvest Volatility Management LLC | 15,454 | $1.02M | 0.08% | +3,782+32.4% | Added |
| MML Investors Services, LLC | 15,440 | $1.02M | 0.01% | −317−2.0% | Reduced |
| Western Wealth Management, LLC | 15,252 | $1.00M | 0.10% | +745+5.1% | Added |
| IBM Retirement Fund | 15,230 | $1.00M | 0.08% | −2,660−14.9% | Reduced |
| 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 |
| 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 |
| Old Port Advisors | 14,281 | $972.0K | 0.35% | −2,895−16.9% | Reduced |
| Chesapeake Wealth Management | 14,716 | $969.0K | 0.31% | −956−6.1% | 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 |
| F3Logic, LLC | 14,187 | $935.0K | 0.11% | −118−0.8% | 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,008 | $923.0K | 0.10% | −741−5.0% | Reduced |
| Glenmede Trust Co NA | 14,023 | $922.0K | 0.00% | −5,425−27.9% | Reduced |
| Roosevelt Investment Group LLC | 13,958 | $920.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Great Valley Advisor Group, Inc. | 13,631 | $898.0K | 0.07% | +1,045+8.3% | Added |
| Carlson Capital Management | 13,607 | $896.0K | 0.13% | −666−4.7% | Reduced |
| BerganKDV Wealth Management, LLC | 13,194 | $869.0K | 0.10% | +1,240+10.4% | Added |
| Quadrature Capital Ltd | 13,084 | $862.0K | 0.03% | +13,084 | New |
| Fulcrum Asset Management LLP | – | $856.0K | 0.36% | – | – |
| First Citizens Bank & Trust Co | 12,704 | $837.0K | 0.04% | −992−7.2% | Reduced |
| BP PLC | 12,486 | $822.0K | 0.04% | −5,518−30.6% | Reduced |
| IFP Advisors, Inc | 11,873 | $780.0K | 0.02% | +20+0.2% | Added |
| Eastern Bank | 11,613 | $764.0K | 0.04% | −1,757−13.1% | Reduced |
| Coastline Trust Co | 11,550 | $761.0K | 0.09% | +10+0.1% | Added |
| 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 |
| FineMark National Bank & Trust | 11,456 | $755.0K | 0.03% | −200−1.7% | Reduced |
| Advisors Management Group Inc | 11,431 | $753.0K | 0.22% | +7+0.1% | Added |
| Venturi Wealth Management, LLC | 11,394 | $751.0K | 0.07% | +453+4.1% | Added |
| Bard Financial Services, Inc. | 11,375 | $749.0K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 11,323 | $746.0K | 0.04% | +11,323 | New |
| 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 |
| Carret Asset Management, LLC | 10,985 | $724.0K | 0.08% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 10,823 | $713.0K | 0.16% | −181−1.6% | Reduced |
| Sumitomo Life Insurance Co | 10,773 | $710.0K | 0.02% | −1,910−15.1% | Reduced |
| HAP Trading, LLC | 10,729 | $707.0K | 0.04% | +10,729 | New |
| KLCM Advisors, Inc. | 10,700 | $705.0K | 0.16% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 10,595 | $698.0K | 0.15% | −401−3.6% | Reduced |
| Veritable, L.P. | 10,546 | $695.0K | 0.01% | +253+2.5% | Added |
| O'Brien Greene & Co. Inc | 10,525 | $693.0K | 0.25% | −40−0.4% | Reduced |