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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

Q3 2021 vs. Q2 2021

How the institutions holding Xcel Energy Inc changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of XEL: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders85113836−2
Shares410.5M5.36M404.7M−479.0K (−0.1%)
Value$27.0B$353.0M$25.3B−$1.40B (−5.2%)

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Xcel Energy Inc at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to XEL in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA4,341,244$271.3M0.30%
Ceredex Value Advisors LLC1,249,650$78.7M0.89%
Adage Capital Partners GP, L.L.C.519,542$32.5M0.06%
Natixis296,329$18.5M0.06%
Covalis Capital LLP245,012$15.3M3.67%
Coann Capital LLC149,106$9.32M8.99%
LNZ Capital LP130,000$8.13M11.71%
Cinctive Capital Management LP115,206$7.20M0.39%
Holocene Advisors, LP110,301$6.89M0.04%
UBS Oconnor LLC104,829$6.55M0.06%
Man Group plc69,787$4.36M0.02%
Point72 Asset Management, L.P.47,162$2.95M0.01%
Nomura Holdings Inc13,526$845.0K0.01%
Bokf, NA13,338$833.0K0.01%
Group One Trading, L.P.11,774$736.0K0.02%
Campbell & CO Investment Adviser LLC10,865$679.0K0.22%
Cohen Klingenstein LLC8,100$506.0K0.02%
Centaurus Financial, Inc.6,987$437.0K0.04%
Toews Corp6,700$419.0K0.05%
E Fund Management Co., Ltd.6,242$393.0K0.02%
Hudson Valley Investment Advisors Inc6,088$380.0K0.07%
Assenagon Asset Management S.A.6,032$377.0K0.00%
Resolution Capital Ltd5,570$348.0K0.00%
Clear Street Markets LLC5,291$331.0K0.07%
Kozak & Associates, Inc.5,149$331.0K0.20%
Badgley Phelps Wealth Managers, LLC5,182$324.0K0.01%
Nicollet Investment Management, Inc.4,730$296.0K0.12%
Wealthcare Advisory Partners LLC4,625$289.0K0.02%
Avantax Planning Partners, Inc.4,526$283.0K0.01%
Tealwood Asset Management Inc4,496$281.0K0.11%
Fulton Bank, N.A.4,391$274.0K0.01%
Ossiam4,095$256.0K0.01%
N.E.W. Advisory Services LLC4,016$251.0K0.04%
1832 Asset Management L.P.3,778$238.0K0.00%
NovaPoint Capital, LLC3,703$231.0K0.09%
55I, LLC3,628$227.0K0.01%
Stock Yards Bank & Trust Co3,602$225.0K0.01%
WESPAC Advisors, LLC3,584$224.0K0.14%
Obermeyer Wood Investment Counsel, LLLP3,501$219.0K0.01%
Wolverine Trading, LLC3,481$218.0K0.00%
Meristem Family Wealth, LLC3,446$215.0K0.02%
Bailard, Inc.3,236$202.0K0.01%
Ibex Wealth Advisors2,545$159.0K0.03%
Psagot Value Holdings Ltd. / (Israel)2,363$148.0K0.03%
Kowal Investment Group, LLC2,307$144.0K0.05%
Firestone Capital Management1,580$104.0K0.03%
PSI Advisors, LLC1,585$99.0K0.05%
First Command Bank1,487$93.0K0.02%
First Command Financial Services, Inc.1,487$93.0K0.02%
Ten Capital Wealth Advisors, LLC972$61.0K0.03%
Emfo, LLC745$47.0K0.04%
Meridian Wealth Partners, LLC602$38.0K0.01%
Itau Unibanco Holding S.A.529$33.0K0.00%
Consolidated Planning Corp235$15.0K0.01%
Total Clarity Wealth Management, Inc.200$13.0K0.01%
Cribstone Capital Management, LLC110$7.00K0.00%
Cedar Mountain Advisors, LLC89$6.00K0.00%
Red Tortoise LLC95$6.00K0.00%
Adirondack Trust Co80$5.00K0.00%
Fure Financial Corp74$4.00K0.00%
Herold Advisors, Inc.79$4.00K0.00%
MCF Advisors LLC54$3.00K0.00%
Bell Investment Advisors, Inc35$2.00K0.00%
Cordant, Inc.8$1.00K0.00%

Sold out (66)

Institutions that held Xcel Energy Inc at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of XEL in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Cohen & Steers, Inc.1,634,046$107.7M
GW Henssler & Associates Ltd240,760$15.9M
Royal London Asset Management Ltd186,661$12.3M
Balyasny Asset Management LLC168,445$11.1M
Barrow Hanley Mewhinney & Strauss LLC111,454$7.34M
Willis Investment Counsel103,500$6.82M
Quantbot Technologies LP71,904$4.74M
Cornerstone Advisors, LLC45,000$2.96M
Quantitative Investment Management, LLC43,395$2.86M
Verition Fund Management LLC42,535$2.80M
Dynamic Technology Lab Private Ltd20,898$1.38M
Y-Intercept (Hong Kong) Ltd19,789$1.30M
Two Sigma Investments, LP14,266$940.0K
BP PLC12,486$822.0K
HAP Trading, LLC10,729$707.0K
Ashton Thomas Private Wealth, LLC9,786$644.7K
Los Angeles Capital Management LLC8,630$569.0K
Edmond de Rothschild Holding S.A.8,500$560.0K
Prelude Capital Management, LLC7,496$516.0K
Krane Funds Advisors LLC7,819$515.0K
Charles Schwab Trust Co6,671$439.0K
Stevens Capital Management LP5,980$394.0K
Valmark Advisers, Inc.5,736$378.0K
NuWave Investment Management, LLC4,805$317.0K
Boothbay Fund Management, LLC4,725$311.0K
AXA S.A.4,549$299.0K
Alpine Woods Capital Investors, LLC4,450$293.0K
Sageworth Trust Co4,391$289.0K
Calton & Associates, Inc.3,994$263.0K
Inscription Capital, LLC3,980$262.0K
Agf Investments Inc.3,828$252.0K
Cornerstone Wealth Management, LLC3,740$246.0K
Sequoia Financial Advisors, LLC3,536$233.0K
First Financial Bank - Trust Division3,444$227.0K
Inspire Advisors, LLC3,379$223.0K
Lake Street Advisors Group, LLC3,141$216.0K
Homrich & Berg3,250$214.0K
Wealthstreet Investment Advisors, LLC3,189$210.0K
People's United Financial, Inc.3,165$209.0K
Sound View Wealth Advisors Group, LLC3,165$209.0K
Rockland Trust Co3,138$206.0K
Windsor Capital Management, LLC3,101$204.0K
Boston Private Wealth LLC3,103$204.0K
Sharkey, Howes & Javer3,093$204.0K
Cerity Partners LLC3,066$202.0K
GHP Investment Advisors, Inc.3,050$201.0K
Trust Co of Vermont2,815$185.0K
Ironwood Financial, llc2,255$149.0K
Neo Ivy Capital Management2,188$144.0K
Paradigm, Strategies in Wealth Management, LLC1,741$115.0K
FFT Wealth Management LLC1,644$108.0K
Personal Wealth Partners1,565$103.0K
Exos Asset Management LLC1,252$82.0K
Strategic Blueprint, LLC1,185$78.0K
Heritage Wealth Advisors975$64.2K
American National Bank919$61.0K
AGF Investments LLC531$35.0K
Savior LLC292$19.0K
Red Door Wealth Management, LLC213$14.0K
Optiver Holding B.V.172$11.0K
Enterprise Financial Services Corp139$9.00K
Monumental Financial Group Inc.103$7.00K
Investment Research & Advisory Group, Inc.77$5.00K
Permanens Capital L.P.61$4.00K
Summit Wealth Group, LLC30$2.00K
Transamerica Financial Advisors, Inc.2–

Not filed for Q3 2021 yet (13)

Institutions that held Xcel Energy Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XEL in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd4,852,502$319.7M
CWM, LLC421,188$27.7M
QS Investors, LLC26,742$1.76M
Northstar Investment Advisors LLC23,335$1.59M
Western Wealth Management, LLC15,252$1.00M
GoalVest Advisory LLC8,864$584.0K
First Horizon Corp4,689$308.0K
Nachman Norwood & Parrott, Inc3,171$210.0K
Hoover Financial Advisors, Inc.920$61.0K
HWG Holdings LP816$54.0K
Elmwood Wealth Management, Inc.200$13.0K
Horan Securities, Inc.164$11.0K
Castleview Partners, LLC145$10.0K