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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| First Hawaiian Bank | 6,100 | $402.0K | 0.02% | −608−9.1% | Reduced |
| 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 |
| Stevens Capital Management LP | 5,980 | $394.0K | 0.12% | +5,980 | New |
| KCM Investment Advisors LLC | 5,915 | $390.0K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 5,873 | $387.0K | 0.04% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,863 | $386.0K | 0.20% | −350−5.6% | Reduced |
| Sentry Investment Management LLC | 5,746 | $379.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| American Portfolios Advisors | 5,586 | $368.0K | 0.01% | +169+3.1% | Added |
| Wetherby Asset Management Inc | 5,566 | $367.0K | 0.02% | +75+1.4% | Added |
| Samalin Investment Counsel, LLC | 5,500 | $362.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Ingalls & Snyder LLC | 5,426 | $357.0K | 0.02% | −180−3.2% | Reduced |
| James Hambro & Partners | 5,400 | $356.0K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,207 | $352.0K | 0.01% | +858+19.7% | Added |
| Peak Asset Management, LLC | 5,256 | $346.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Perigon Wealth Management, LLC | 5,221 | $344.0K | 0.03% | +173+3.4% | Added |
| Headinvest, LLC | 5,217 | $343.0K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,189 | $342.0K | 0.03% | +180+3.6% | Added |
| 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 |
| Castle Rock Wealth Management, LLC | 4,915 | $338.0K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,960 | $327.0K | 0.01% | +12+0.2% | Added |
| Csenge Advisory Group | 4,843 | $325.0K | 0.03% | +4,843 | New |
| 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 |
| 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 |
| 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 |
| Zacks Investment Management | 4,764 | $314.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,725 | $311.0K | 0.01% | +487+11.5% | Added |
| Federated Hermes, Inc. | 4,694 | $310.0K | 0.00% | +2,220+89.7% | Added |
| First Horizon Corp | 4,689 | $308.0K | 0.03% | −750−13.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $301.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Intrust Bank NA | 4,517 | $297.0K | 0.04% | +59+1.3% | Added |
| Venture Visionary Partners LLC | 4,508 | $296.0K | 0.02% | −200−4.2% | Reduced |
| Oppenheimer Asset Management Inc. | 4,477 | $295.0K | 0.00% | +401+9.8% | Added |
| 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 |
| 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 |
| Sageworth Trust Co | 4,391 | $289.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,371 | $288.0K | 0.00% | −26−0.6% | Reduced |
| 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 |
| 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 |
| Synovus Financial Corp | 4,259 | $280.0K | 0.00% | +80+1.9% | Added |
| JNBA Financial Advisors | 4,238 | $279.0K | 0.04% | +250+6.3% | 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 |
| USAdvisors Wealth Management, LLC | 4,193 | $276.0K | 0.15% | +16+0.4% | Added |
| Kestra Private Wealth Services, LLC | 4,141 | $273.0K | 0.02% | +5+0.1% | Added |
| 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 |
| Lincoln National Corp | 4,080 | $269.0K | 0.01% | −1,008−19.8% | Reduced |
| LPWM LLC | 3,963 | $268.0K | 0.16% | −300−7.0% | Reduced |
| 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 |
| 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 |
| 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 |