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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth, LLC | 10,479 | $690.0K | 0.20% | −38−0.4% | Reduced |
| 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 |
| 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 |
| Wambolt & Associates, LLC | 10,197 | $684.0K | 0.29% | −2,369−18.9% | Reduced |
| West Family Investments, Inc. | 10,252 | $675.0K | 0.19% | +10,252 | New |
| TrinityPoint Wealth, LLC | 10,188 | $671.0K | 0.14% | −709−6.5% | Reduced |
| Quantamental Technologies LLC | 10,153 | $669.0K | 0.59% | +10,153 | New |
| Apollon Wealth Management, LLC | 10,127 | $667.0K | 0.12% | −810−7.4% | Reduced |
| Tradition Wealth Management, LLC | 10,090 | $665.0K | 0.10% | +23+0.2% | Added |
| American State Bank (Iowa) | 9,922 | $653.7K | 0.51% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,841 | $648.0K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9,786 | $644.7K | 0.10% | +999+11.4% | Added |
| Orion Portfolio Solutions, LLC | 9,719 | $640.0K | 0.03% | +115+1.2% | Added |
| Farmers & Merchants Investments Inc | 9,690 | $638.0K | 0.03% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 9,663 | $636.0K | 0.10% | +156+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 |
| First Midwest Bank Trust Division | 9,435 | $622.0K | 0.08% | +145+1.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,416 | $620.0K | 0.23% | +148+1.6% | Added |
| Prospera Financial Services Inc | 9,409 | $619.0K | 0.03% | −4,133−30.5% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,371 | $617.0K | 0.67% | −176−1.8% | Reduced |
| Bigelow Investment Advisors, LLC | 9,329 | $615.0K | 0.30% | 00.0% | Unchanged |
| Central Trust Co | 9,288 | $612.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Beacon Pointe Advisors, LLC | 9,148 | $603.0K | 0.02% | +5,954+186.4% | Added |
| Coldstream Capital Management Inc | 9,129 | $601.0K | 0.02% | −436−4.6% | Reduced |
| Charter Trust Co | 9,093 | $599.0K | 0.06% | −170−1.8% | Reduced |
| Simplex Trading, LLC | 9,052 | $596.0K | 0.02% | +5,381+146.6% | Added |
| GoalVest Advisory LLC | 8,864 | $584.0K | 0.36% | +568+6.8% | Added |
| International Assets Investment Management, LLC | 8,750 | $576.0K | 0.11% | −23,002−72.4% | Reduced |
| Advisory Services Network, LLC | 8,705 | $573.0K | 0.02% | −435−4.8% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $571.0K | 0.23% | 00.0% | Unchanged |
| Maven Securities LTD | 8,647 | $570.0K | 0.06% | −24,870−74.2% | Reduced |
| Los Angeles Capital Management LLC | 8,630 | $569.0K | 0.00% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 8,620 | $568.0K | 0.26% | −107−1.2% | Reduced |
| PEAK6 Investments LLC | 8,568 | $564.0K | 0.02% | +4,172+94.9% | Added |
| 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 |
| First Commonwealth Financial Corp | 8,452 | $557.0K | 0.20% | −440−4.9% | Reduced |
| Whittier Trust Co | 8,381 | $552.0K | 0.01% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 8,300 | $547.0K | 0.24% | +8,300 | New |
| 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 |
| TownSquare Capital, LLC | 8,118 | $545.0K | 0.02% | +3,032+59.6% | Added |
| Cetera Advisors LLC | 8,236 | $543.0K | 0.01% | −660−7.4% | Reduced |
| Front Row Advisors LLC | 7,722 | $541.0K | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,231 | $540.0K | 0.00% | +367+3.7% | Added |
| Buckingham Strategic Wealth, LLC | 8,103 | $534.0K | 0.01% | −2,325−22.3% | Reduced |
| Savant Capital, LLC | 8,041 | $530.0K | 0.02% | +76+1.0% | Added |
| Moors & Cabot, Inc. | 8,033 | $529.0K | 0.04% | −499−5.8% | Reduced |
| Welch Group, LLC | 7,990 | $526.0K | 0.04% | −250−3.0% | Reduced |
| Cresset Asset Management, LLC | 7,908 | $525.0K | 0.01% | +4,623+140.7% | Added |
| Prelude Capital Management, LLC | 7,496 | $516.0K | 0.03% | +2,233+42.4% | Added |
| Krane Funds Advisors LLC | 7,819 | $515.0K | 0.02% | +7,819 | New |
| Squarepoint Ops LLC | 7,797 | $514.0K | 0.00% | −180,688−95.9% | Reduced |
| SNS Financial Group, LLC | 7,730 | $510.0K | 0.07% | +110+1.4% | 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 |
| Mutual Advisors, LLC | 7,647 | $504.0K | 0.03% | +33+0.4% | Added |
| Thomas White International Ltd | 7,627 | $502.0K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,470 | $493.0K | 0.02% | +551+8.0% | Added |
| Vident Investment Advisory, LLC | 7,468 | $492.0K | 0.01% | +1,383+22.7% | Added |
| Parsons Capital Management Inc | 7,458 | $491.0K | 0.04% | +630+9.2% | Added |
| Rosenberg Matthew Hamilton | 7,306 | $481.0K | 0.25% | −407−5.3% | Reduced |
| Eudaimonia Partners, LLC | 7,260 | $478.0K | 0.09% | +38+0.5% | Added |
| Davenport & Co LLC | 7,128 | $470.0K | 0.00% | −138−1.9% | Reduced |
| 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 |
| Alphasimplex Group, LLC | 6,833 | $450.0K | 0.22% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,794 | $448.0K | 0.01% | +2,798+70.0% | Added |
| Signaturefd, LLC | 6,774 | $446.0K | 0.02% | +349+5.4% | Added |
| Jackson Creek Investment Advisors LLC | 6,716 | $442.0K | 0.16% | −30.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,700 | $441.0K | 0.32% | +791+13.4% | Added |
| 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 |
| Conning Inc. | 6,634 | $437.0K | 0.01% | −619−8.5% | Reduced |
| Meeder Asset Management Inc | 6,493 | $428.0K | 0.02% | +1,035+19.0% | Added |
| Private Trust Co NA | 6,472 | $426.0K | 0.06% | +59+0.9% | Added |
| Veriti Management LLC | 6,417 | $423.0K | 0.06% | +2,898+82.4% | 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 |
| 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 |
| Argent Trust Co | 6,324 | $417.0K | 0.03% | −45−0.7% | Reduced |
| Trillium Asset Management, LLC | 6,322 | $416.0K | 0.01% | −28−0.4% | Reduced |
| 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 |
| First National Bank Sioux Falls | 6,268 | $413.0K | 0.63% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,247 | $412.0K | 0.03% | +631+11.2% | Added |
| 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 |
| Fisher Asset Management, LLC | 6,212 | $409.0K | 0.00% | −584−8.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,189 | $408.0K | 0.02% | −375−5.7% | Reduced |
| TD Private Client Wealth LLC | 6,182 | $407.3K | 0.02% | +139+2.3% | Added |
| Spire Wealth Management | 6,181 | $407.0K | 0.01% | −217−3.4% | Reduced |