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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 256 | $17.0K | 0.01% | +1+0.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $16.5K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 209 | $14.0K | 0.00% | +17+8.9% | Added |
| Red Door Wealth Management, LLC | 213 | $14.0K | 0.01% | +213 | New |
| Covington Capital Management | 200 | $13.0K | 0.00% | −19−8.7% | Reduced |
| Valley National Advisers Inc | 199 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $13.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 170 | $11.2K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 164 | $11.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 172 | $11.0K | 0.00% | +172 | New |
| Resolute Partners Group | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 145 | $10.0K | 0.00% | +145 | New |
| Cutler Group LP | 140 | $9.00K | 0.00% | −260−65.0% | Reduced |
| Enterprise Financial Services Corp | 139 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 126 | $8.00K | 0.00% | +1+0.8% | Added |
| Carolinas Wealth Consulting LLC | 117 | $8.00K | 0.00% | +1+0.9% | Added |
| Tarbox Family Office, Inc. | 117 | $8.00K | 0.00% | +6+5.4% | Added |
| Pittenger & Anderson Inc | 122 | $8.00K | 0.00% | +50+69.4% | Added |
| Lumature Wealth Partners, LLC | 125 | $8.00K | 0.00% | +62+98.4% | Added |
| Exchange Traded Concepts, LLC | 126 | $8.00K | 0.00% | +126 | New |
| Coastal Capital Group, Inc. | 108 | $7.00K | 0.00% | +1+0.9% | Added |
| Financial Avengers, Inc. | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $7.00K | 0.00% | +79+329.2% | Added |
| Monumental Financial Group Inc. | 103 | $7.00K | 0.01% | +103 | New |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 88 | $6.00K | 0.00% | +73+486.7% | Added |
| Eagle Bay Advisors LLC | 80 | $6.00K | 0.00% | +80 | New |
| IronBridge Private Wealth, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 79 | $5.00K | 0.00% | +62+364.7% | Added |
| Investment Research & Advisory Group, Inc. | 77 | $5.00K | 0.00% | +77 | New |
| Evolution Wealth Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Permanens Capital L.P. | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 38 | $3.00K | 0.00% | −22−36.7% | Reduced |
| First Financial Corp | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 30 | $2.00K | 0.00% | +30 | New |
| True Link Financial Advisors, LLC | 32 | $2.00K | 0.00% | +32 | New |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $527 | 0.00% | +8 | New |
| Kelly Financial Services LLC | 11,215 | $170 | 0.01% | +11,045+6,497.1% | Added |
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | – | – | −7−77.8% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | −8−61.5% | Reduced |
| Ergoteles LLC | 0 | $0 | 0.00% | −481,217−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −214,434−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −198,324−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −182,200−100.0% | Sold out |
| LNZ Capital LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −38,972−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −34,247−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −25,667−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −20,390−100.0% | Sold out |
| Swarthmore Group Inc | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,316−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,973−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −9,182−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −9,105−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −8,155−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,673−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,208−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,314−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,291−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,074−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,037−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| Nicollet Investment Management, Inc. | 0 | $0 | 0.00% | −4,218−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −3,584−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −3,375−100.0% | Sold out |
| David Loasby | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −3,274−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Mondrian Investment Partners LTD | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |