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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 1,711 | $113.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,666 | $110.0K | 0.05% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,644 | $108.0K | 0.02% | +1,644 | New |
| Whittier Trust Co of Nevada Inc | 1,563 | $103.0K | 0.00% | +183+13.3% | Added |
| Personal Wealth Partners | 1,565 | $103.0K | 0.04% | +1,565 | New |
| Dividend Assets Capital, LLC | 1,460 | $96.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,470 | $96.0K | 0.02% | +3+0.2% | Added |
| Credit Agricole S A | 1,450 | $96.0K | 0.00% | +1,450 | New |
| Point72 Hong Kong Ltd | 1,439 | $95.0K | 0.01% | +1,439 | New |
| Harbor Investment Advisory, LLC | 1,410 | $93.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,400 | $92.0K | 0.01% | −21−1.5% | Reduced |
| Ci Investments Inc. | 1,378 | $91.0K | 0.00% | +4+0.3% | Added |
| Costello Asset Management, INC | 1,375 | $91.0K | 0.06% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,355 | $89.0K | 0.03% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,260 | $83.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,251 | $82.0K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 1,252 | $82.0K | 0.04% | +1,252 | New |
| Wealth Quarterback LLC | 1,214 | $80.0K | 0.05% | +1,214 | New |
| Trustcore Financial Services, LLC | 1,204 | $79.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,180 | $78.0K | 0.01% | +115+10.8% | Added |
| Strategic Blueprint, LLC | 1,185 | $78.0K | 0.01% | +1,185 | New |
| Cullen/Frost Bankers, Inc. | 1,176 | $77.0K | 0.00% | −2,079−63.9% | Reduced |
| North Star Investment Management Corp. | 1,148 | $76.0K | 0.01% | −800−41.1% | Reduced |
| Gradient Investments LLC | 1,152 | $76.0K | 0.00% | −367−24.2% | Reduced |
| Financial Management Professionals, Inc. | 1,120 | $74.0K | 0.02% | +4+0.4% | Added |
| Hexagon Capital Partners LLC | 1,100 | $72.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,090 | $72.0K | 0.00% | +27+2.5% | Added |
| Winch Advisory Services, LLC | 1,073 | $71.0K | 0.03% | +7+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 1,030 | $68.0K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,035 | $68.0K | 0.02% | +125+13.7% | Added |
| Versant Capital Management, Inc | 1,015 | $67.0K | 0.02% | −9−0.9% | Reduced |
| Howe & Rusling Inc | 995 | $66.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 993 | $65.0K | 0.00% | −125−11.2% | Reduced |
| Charter Oak Capital Management, LLC | 992 | $65.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 991 | $65.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 981 | $65.0K | 0.00% | +981 | New |
| Heritage Wealth Advisors | 975 | $64.2K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 936 | $62.0K | 0.00% | −443−32.1% | Reduced |
| Hoover Financial Advisors, Inc. | 920 | $61.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 919 | $61.0K | 0.01% | −45−4.7% | Reduced |
| Tower View Investment Management & Research LLC | 916 | $60.0K | 0.03% | −76−7.7% | Reduced |
| Ancora Advisors, LLC | 900 | $59.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $59.0K | 0.02% | 00.0% | Unchanged |
| BBVA USA | 888 | $59.0K | 0.00% | +888 | New |
| BDO Wealth Advisors, LLC | 888 | $58.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 870 | $57.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $55.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 829 | $55.0K | 0.04% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $54.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 800 | $53.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 800 | $53.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $53.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 800 | $52.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 769 | $51.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 739 | $48.0K | 0.01% | +151+25.7% | Added |
| MUFG Americas Holdings Corp | 710 | $47.0K | 0.00% | +386+119.1% | Added |
| Addison Advisors LLC | 720 | $47.0K | 0.04% | +720 | New |
| Clearstead Advisors, LLC | 674 | $44.0K | 0.00% | +20+3.1% | Added |
| Global Retirement Partners, LLC | 667 | $44.0K | 0.00% | +334+100.3% | Added |
| Lowe Wealth Advisors, LLC | 658 | $43.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 623 | $41.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 620 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 616 | $41.0K | 0.02% | 00.0% | Unchanged |
| First Quadrant L P | 612 | $40.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $40.0K | 0.01% | −7−1.2% | Reduced |
| West Branch Capital LLC | 575 | $38.0K | 0.02% | +575 | New |
| Syverson Strege & Co | 559 | $37.0K | 0.03% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 559 | $37.0K | 0.01% | +30+5.7% | Added |
| Creative Financial Designs Inc | 543 | $36.0K | 0.01% | +17+3.2% | Added |
| NEXT Financial Group, Inc | 551 | $36.0K | 0.00% | +15+2.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 529 | $35.0K | 0.00% | −7,200−93.2% | Reduced |
| Gemmer Asset Management LLC | 524 | $35.0K | 0.00% | +61+13.2% | Added |
| AGF Investments LLC | 531 | $35.0K | 0.00% | +531 | New |
| Gs Investments, Inc. | 504 | $33.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 481 | $32.0K | 0.00% | +481 | New |
| Plante Moran Financial Advisors, LLC | 450 | $30.0K | 0.01% | +3+0.7% | Added |
| Raffa Wealth Management, LLC | 450 | $29.6K | 0.01% | +393+689.5% | Added |
| Glassman Wealth Services | 424 | $28.0K | 0.01% | −5,005−92.2% | Reduced |
| Glen Eagle Advisors, LLC | 410 | $27.0K | 0.01% | −175−29.9% | Reduced |
| Marquette Asset Management, LLC | 405 | $27.0K | 0.01% | −200−33.1% | Reduced |
| Old North State Trust, LLC | 400 | $26.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 406 | $26.0K | 0.00% | +2+0.5% | Added |
| Zions Bancorporation, N.A. | 396 | $26.0K | 0.00% | +15+3.9% | Added |
| Country Trust Bank | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $23.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $23.0K | 0.00% | +350 | New |
| Catalyst Capital Advisors LLC | 330 | $22.0K | 0.00% | +11+3.4% | Added |
| Laurel Wealth Advisors LLC | 341 | $22.0K | 0.00% | +41+13.7% | Added |
| Webster Bank, N. A. | 325 | $21.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 314 | $21.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $21.0K | 0.01% | +19+6.3% | Added |
| Duncker Streett & Co Inc | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 290 | $19.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $19.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 292 | $19.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 282 | $19.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 300 | $19.0K | 0.00% | +239+391.8% | Added |
| Oakworth Capital, Inc. | 269 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 257 | $17.0K | 0.00% | 00.0% | Unchanged |