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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2021: 851 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ2 2021: $27.0B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2021.

Institutions holding XEL in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Corundum Group, Inc.3,960$261.0K0.17%+125+3.3%Added
CIBC World Markets Inc.3,962$261.0K0.00%+3,962New
Gladstone Institutional Advisory LLC3,942$260.0K0.03%−2,830−41.8%Reduced
Agf Investments Inc.3,828$252.0K0.00%−100−2.5%Reduced
Riverbridge Partners LLC3,810$251.0K0.00%−3−0.1%Reduced
Centiva Capital, LP3,773$249.0K0.02%+3,773New
Bank of Hawaii3,765$248.0K0.01%00.0%Unchanged
Accel Wealth Management3,762$248.0K0.16%+13+0.3%Added
Cornerstone Wealth Management, LLC3,740$246.0K0.03%+3,740New
Ballentine Partners, LLC3,702$244.0K0.01%+23+0.6%Added
Reilly Financial Advisors, LLC3,691$243.0K0.02%−160−4.2%Reduced
Strategy Asset Managers LLC3,678$243.0K0.05%+560+18.0%Added
Wade G W & Inc3,677$242.0K0.01%+2+0.1%Added
Belpointe Asset Management LLC3,653$240.0K0.02%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC3,627$239.0K0.02%+10.0%Added
Ballast Advisors LLC3,606$238.0K0.10%+4+0.1%Added
IHT Wealth Management, LLC3,593$237.0K0.02%−1,771−33.0%Reduced
Tokio Marine Asset Management Co Ltd3,588$236.0K0.02%+377+11.7%Added
Transform Wealth, LLC3,567$235.0K0.03%−2,750−43.5%Reduced
Austin Private Wealth, LLC3,559$234.0K0.05%00.0%Unchanged
CoreFirst Bank & Trust3,559$234.0K0.16%00.0%Unchanged
Financial Perspectives, Inc3,548$233.8K0.11%−232,441−98.5%Reduced
Brinker Capital Investments, LLC3,523$233.0K0.00%+3,523New
Sequoia Financial Advisors, LLC3,536$233.0K0.01%+3,536New
Orgel Wealth Management, LLC3,507$231.0K0.03%−182−4.9%Reduced
Thompson Investment Management, Inc.3,499$231.0K0.03%00.0%Unchanged
Private Capital Management LLC3,476$229.0K0.10%+89+2.6%Added
First Financial Bank - Trust Division3,444$227.0K0.02%−31−0.9%Reduced
Institutional & Family Asset Management, LLC3,423$225.0K0.04%−173−4.8%Reduced
Washington Trust Co3,409$225.0K0.01%00.0%Unchanged
Aureus Asset Management, LLC3,420$225.0K0.01%+3,420New
Peoples Financial Services Corp.3,400$224.0K0.09%00.0%Unchanged
Inspire Advisors, LLC3,379$223.0K0.07%+121+3.7%Added
South State Corp.3,364$222.0K0.02%00.0%Unchanged
Baldwin Investment Management, LLC3,375$222.0K0.04%00.0%Unchanged
Independent Advisor Alliance3,375$222.0K0.01%+3,375New
Peapack Gladstone Financial Corp3,356$221.0K0.01%00.0%Unchanged
Wealthsource Partners, LLC3,356$221.0K0.02%+12+0.4%Added
Avestar Capital, LLC3,317$220.0K0.04%+3,317New
Alerus Financial NA3,320$219.0K0.02%−34,395−91.2%Reduced
Doyle Wealth Management3,310$218.0K0.02%00.0%Unchanged
Horizon Investments, LLC3,299$217.0K0.01%+85+2.6%Added
Lake Street Advisors Group, LLC3,141$216.0K0.02%+92+3.0%Added
Flagship Harbor Advisors, LLC3,263$215.0K0.02%−8−0.2%Reduced
Homrich & Berg3,250$214.0K0.00%−2,026−38.4%Reduced
Sunbelt Securities, Inc.3,090$214.0K0.04%+3,090New
Ieq Capital, LLC3,247$214.0K0.01%+3,247New
Bessemer Group Inc3,239$213.0K0.00%+190+6.2%Added
Chilton Capital Management LLC3,240$213.0K0.01%+3,240New
Level Four Advisory Services, LLC3,204$211.0K0.01%−600−15.8%Reduced
Perpetual Investment Management Ltd3,200$211.0K0.03%00.0%Unchanged
Wealthstreet Investment Advisors, LLC3,189$210.0K1.09%−5,236−62.1%Reduced
McClarren Financial Advisors, Inc.3,200$210.0K0.17%−45−1.4%Reduced
Nachman Norwood & Parrott, Inc3,171$210.0K0.02%−26−0.8%Reduced
Nicolet Bankshares Inc3,193$210.0K0.06%+14+0.4%Added
Sound View Wealth Advisors Group, LLC3,165$209.0K0.04%00.0%Unchanged
People's United Financial, Inc.3,165$209.0K0.00%+20+0.6%Added
Rockland Trust Co3,138$206.0K0.01%00.0%Unchanged
Boston Private Wealth LLC3,103$204.0K0.00%−51−1.6%Reduced
First Manhattan Co3,100$204.0K0.00%00.0%Unchanged
Capital Investment Advisors, LLC3,100$204.0K0.01%+2+0.1%Added
Windsor Capital Management, LLC3,101$204.0K0.07%+15+0.5%Added
Sharkey, Howes & Javer3,093$204.0K0.05%+14+0.5%Added
O'Shaughnessy Asset Management, LLC3,081$203.0K0.00%−6−0.2%Reduced
Cerity Partners LLC3,066$202.0K0.00%+11+0.4%Added
GHP Investment Advisors, Inc.3,050$201.0K0.02%+13+0.4%Added
Cranbrook Wealth Management, LLC2,905$191.0K0.04%00.0%Unchanged
Trust Co2,882$190.0K0.13%00.0%Unchanged
Caldwell Trust Co2,853$188.0K0.02%−326−10.3%Reduced
Trust Co of Vermont2,815$185.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC2,813$185.0K0.02%00.0%Unchanged
Kepos Capital LP2,805$185.0K0.01%+61+2.2%Added
Quadrant Capital Group LLC2,813$185.0K0.03%+165+6.2%Added
Deseret Mutual Benefit Administrators2,763$182.0K0.04%+2,763New
Barrett Asset Management, LLC2,742$181.0K0.01%00.0%Unchanged
Smithfield Trust Co2,726$180.0K0.01%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.2,710$179.0K0.00%00.0%Unchanged
HM Payson & Co2,575$170.0K0.00%−50−1.9%Reduced
Carroll Financial Associates, Inc.2,588$170.0K0.01%+8+0.3%Added
Wolff Wiese Magana LLC2,534$167.0K0.12%+3+0.1%Added
Founders Capital Management2,500$165.0K0.11%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,376$157.0K0.07%00.0%Unchanged
Psagot Investment House Ltd.2,363$156.0K0.01%+2,363New
Motco2,342$154.0K0.01%00.0%Unchanged
Riverview Trust Co2,333$154.0K0.16%00.0%Unchanged
Ironwood Financial, llc2,255$149.0K0.04%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA2,185$144.0K0.10%00.0%Unchanged
Neo Ivy Capital Management2,188$144.0K0.15%+2,188New
NN Investment Partners Holdings N.V.2,141$141.0K0.00%−700−24.6%Reduced
Garde Capital, Inc.2,144$141.0K0.01%−154−6.7%Reduced
Allworth Financial LP2,147$141.0K0.00%00.0%Unchanged
Manchester Capital Management LLC2,094$138.0K0.02%00.0%Unchanged
Vestor Capital, LLC2,057$136.0K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.1,970$129.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management1,860$128.0K0.04%00.0%Unchanged
Filbrandt Wealth Management, LLC1,871$123.0K0.07%+9+0.5%Added
Rocky Mountain Advisers, LLC1,833$121.0K0.15%00.0%Unchanged
Prestige Wealth Management Group LLC1,817$120.0K0.03%+89+5.2%Added
Paradigm, Strategies in Wealth Management, LLC1,741$115.0K0.10%+147+9.2%Added
Stephenson National Bank & Trust1,713$113.0K0.07%00.0%Unchanged