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, Q3 2021
Institutional positions in Xcel Energy Inc as of Sep 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
- 836
- −2 vs. Q2 2021
- Shares held
- 404.7M
- −479.0K (−0.1%) vs. Q2 2021
- Total value
- $25.3B
- −$1.40B (−5.2%) vs. Q2 2021
- New holders
- 64
- 295 more added
- Sold out
- 66
- 285 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $500 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Column Capital Advisors, LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $2.00K | 0.00% | +35 | New |
| 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 |
| MCF Advisors LLC | 54 | $3.00K | 0.00% | +54 | New |
| Eagle Bay Advisors LLC | 52 | $4.00K | 0.00% | −28−35.0% | Reduced |
| Westside Investment Management, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fure Financial Corp | 74 | $4.00K | 0.00% | +74 | New |
| Herold Advisors, Inc. | 79 | $4.00K | 0.00% | +79 | New |
| Massmutual Trust Co FSB | 82 | $5.00K | 0.00% | −21−20.4% | Reduced |
| Aspire Private Capital, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 80 | $5.00K | 0.00% | +80 | New |
| Cedar Mountain Advisors, LLC | 89 | $6.00K | 0.00% | +89 | New |
| Red Tortoise LLC | 95 | $6.00K | 0.00% | +95 | New |
| Exchange Traded Concepts, LLC | 115 | $7.00K | 0.00% | −11−8.7% | Reduced |
| Tarbox Family Office, Inc. | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 118 | $7.00K | 0.00% | +1+0.9% | Added |
| Coastal Capital Group, Inc. | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 110 | $7.00K | 0.00% | +1+0.9% | Added |
| Cribstone Capital Management, LLC | 110 | $7.00K | 0.00% | +110 | New |
| Pittenger & Anderson Inc | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 126 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 120 | $8.00K | 0.00% | +32+36.4% | Added |
| Capstone Investment Advisors, LLC | 151 | $9.00K | 0.00% | −22,241−99.3% | Reduced |
| Resolute Partners Group | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $10.0K | 0.00% | −44−22.1% | Reduced |
| Investors Research Corp | 162 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 170 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 170 | $10.6K | 0.01% | −11,045−98.5% | Reduced |
| Brown Brothers Harriman & Co | 209 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $13.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 200 | $13.0K | 0.01% | +200 | New |
| USA Financial Portformulas Corp | 223 | $14.0K | 0.01% | +216+3,085.7% | Added |
| Fieldpoint Private Securities, LLC | 240 | $15.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 235 | $15.0K | 0.01% | +235 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $15.6K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 248 | $16.0K | 0.00% | −688−73.5% | Reduced |
| Clearview Wealth Advisors LLC | 257 | $16.0K | 0.01% | +1+0.4% | Added |
| Princeton Global Asset Management LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 275 | $17.0K | 0.00% | −25−8.3% | Reduced |
| Oakworth Capital, Inc. | 269 | $17.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $18.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 282 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 286 | $18.0K | 0.01% | +161+128.8% | Added |
| Sutton Wealth Advisors Inc. | 290 | $18.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $19.0K | 0.00% | −41−12.0% | Reduced |
| Duncker Streett & Co Inc | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 323 | $20.0K | 0.00% | −38,561−99.2% | Reduced |
| Catalyst Capital Advisors LLC | 323 | $20.0K | 0.00% | −7−2.1% | Reduced |
| Webster Bank, N. A. | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 314 | $20.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $20.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $22.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 406 | $25.0K | 0.00% | −75−15.6% | Reduced |
| Glen Eagle Advisors, LLC | 400 | $25.0K | 0.01% | −10−2.4% | Reduced |
| Old North State Trust, LLC | 400 | $25.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 452 | $28.0K | 0.01% | +2+0.4% | Added |
| Glassman Wealth Services | 440 | $28.0K | 0.01% | +16+3.8% | Added |
| Raffa Wealth Management, LLC | 450 | $28.1K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 504 | $32.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 532 | $33.0K | 0.00% | −461−46.4% | Reduced |
| Gemmer Asset Management LLC | 524 | $33.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 529 | $33.0K | 0.00% | +529 | New |
| Parkside Financial Bank & Trust | 533 | $34.0K | 0.01% | −26−4.7% | Reduced |
| Creative Financial Designs Inc | 546 | $34.0K | 0.01% | +3+0.6% | Added |
| Syverson Strege & Co | 560 | $35.0K | 0.03% | +1+0.2% | Added |
| West Branch Capital LLC | 575 | $36.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 600 | $37.0K | 0.00% | +460+328.6% | Added |
| BBVA USA | 605 | $38.0K | 0.00% | −283−31.9% | Reduced |
| First Quadrant L P | 612 | $38.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $38.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 604 | $38.0K | 0.00% | +53+9.6% | Added |
| Meridian Wealth Partners, LLC | 602 | $38.0K | 0.01% | +602 | New |
| Global Retirement Partners, LLC | 627 | $39.0K | 0.00% | −40−6.0% | Reduced |
| Capital Advisors, Ltd. LLC | 623 | $39.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 620 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 616 | $39.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 631 | $39.0K | 0.02% | +552+698.7% | Added |
| Lowe Wealth Advisors, LLC | 658 | $41.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 700 | $44.0K | 0.02% | −170−19.5% | Reduced |
| Addison Advisors LLC | 720 | $45.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 745 | $47.0K | 0.04% | +745 | New |
| FinTrust Capital Advisors, LLC | 769 | $48.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 767 | $48.0K | 0.00% | +93+13.8% | Added |
| Berman Capital Advisors, LLC | 799 | $49.0K | 0.01% | +60+8.1% | Added |
| Bartlett & Co. LLC | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $50.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 800 | $50.0K | 0.02% | 00.0% | Unchanged |