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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 800 | $50.4K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $52.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 829 | $52.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 841 | $53.0K | 0.00% | −339−28.7% | Reduced |
| BDO Wealth Advisors, LLC | 888 | $55.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $56.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 825 | $57.0K | 0.04% | −210−20.3% | Reduced |
| Tower View Investment Management & Research LLC | 916 | $57.0K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 925 | $58.0K | 0.00% | −56−5.7% | Reduced |
| Ancora Advisors, LLC | 940 | $59.0K | 0.00% | +40+4.4% | Added |
| Charter Oak Capital Management, LLC | 967 | $60.0K | 0.01% | −25−2.5% | Reduced |
| Versant Capital Management, Inc | 970 | $61.0K | 0.02% | −45−4.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 972 | $61.0K | 0.03% | +972 | New |
| Howe & Rusling Inc | 995 | $62.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 991 | $62.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 958 | $62.0K | 0.00% | +429+81.1% | Added |
| Monetary Management Group Inc | 1,000 | $62.0K | 0.02% | +500+100.0% | Added |
| Carmichael Hill & Associates, Inc. | 1,030 | $64.0K | 0.04% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,028 | $64.0K | 0.00% | +318+44.8% | Added |
| Evoke Wealth, LLC | 1,060 | $66.0K | 0.00% | −30−2.8% | Reduced |
| Winch Advisory Services, LLC | 1,080 | $67.0K | 0.02% | +7+0.7% | Added |
| Hexagon Capital Partners LLC | 1,100 | $69.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,120 | $70.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,148 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,152 | $72.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,176 | $74.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,204 | $75.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,220 | $77.0K | 0.05% | +6+0.5% | Added |
| Leelyn Smith, LLC | 1,260 | $79.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,283 | $80.0K | 0.02% | +32+2.6% | Added |
| Bedel Financial Consulting, Inc. | 1,355 | $85.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,410 | $88.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,427 | $89.0K | 0.00% | +49+3.6% | Added |
| Dividend Assets Capital, LLC | 1,460 | $91.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,473 | $92.0K | 0.02% | +3+0.2% | Added |
| First Command Bank | 1,487 | $93.0K | 0.02% | +1,487 | New |
| First Command Financial Services, Inc. | 1,487 | $93.0K | 0.02% | +1,487 | New |
| PSI Advisors, LLC | 1,585 | $99.0K | 0.05% | +1,585 | New |
| Whittier Trust Co of Nevada Inc | 1,651 | $103.0K | 0.00% | +88+5.6% | Added |
| Pinnacle Bancorp, Inc. | 1,666 | $104.0K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 1,580 | $104.0K | 0.03% | +1,580 | New |
| Stephenson National Bank & Trust | 1,713 | $107.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,711 | $107.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $112.0K | 0.08% | −400−18.3% | Reduced |
| Hanson & Doremus Investment Management | 1,818 | $114.0K | 0.03% | −42−2.3% | Reduced |
| Rocky Mountain Advisers, LLC | 1,833 | $115.0K | 0.14% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,871 | $117.0K | 0.07% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,970 | $123.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 2,100 | $131.0K | 0.02% | +700+50.0% | Added |
| Manchester Capital Management LLC | 2,134 | $133.0K | 0.02% | +40+1.9% | Added |
| Garde Capital, Inc. | 2,144 | $134.0K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 2,141 | $134.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,153 | $134.0K | 0.03% | +336+18.5% | Added |
| Kowal Investment Group, LLC | 2,307 | $144.0K | 0.05% | +2,307 | New |
| Riverview Trust Co | 2,333 | $146.0K | 0.15% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 2,363 | $148.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $148.0K | 0.03% | +2,363 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $149.0K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,404 | $150.0K | 0.03% | −359−13.0% | Reduced |
| Founders Capital Management | 2,500 | $156.0K | 0.11% | 00.0% | Unchanged |
| Motco | 2,502 | $156.0K | 0.01% | +160+6.8% | Added |
| Vestor Capital, LLC | 2,508 | $157.0K | 0.02% | +451+21.9% | Added |
| Wolff Wiese Magana LLC | 2,536 | $159.0K | 0.11% | +2+0.1% | Added |
| Ibex Wealth Advisors | 2,545 | $159.0K | 0.03% | +2,545 | New |
| HM Payson & Co | 2,575 | $161.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,588 | $161.0K | 0.01% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 2,642 | $165.0K | 0.01% | −100−3.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 2,707 | $169.0K | 0.00% | −3−0.1% | Reduced |
| Smithfield Trust Co | 2,726 | $172.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,753 | $172.1K | 0.02% | −100−3.5% | Reduced |
| Costello Asset Management, INC | 2,800 | $175.0K | 0.11% | +1,425+103.6% | Added |
| Credit Agricole S A | 2,855 | $178.0K | 0.01% | +1,405+96.9% | Added |
| Trust Co | 2,882 | $180.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,874 | $180.0K | 0.03% | +61+2.2% | Added |
| Marquette Asset Management, LLC | 2,891 | $181.0K | 0.04% | +2,486+613.8% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $182.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,956 | $185.0K | 0.02% | +2,560+646.5% | Added |
| First Manhattan Co | 3,114 | $194.0K | 0.00% | +14+0.5% | Added |
| Perpetual Investment Management Ltd | 3,200 | $200.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,207 | $200.0K | 0.05% | +14+0.4% | Added |
| McClarren Financial Advisors, Inc. | 3,221 | $201.0K | 0.16% | +21+0.7% | Added |
| Brown Advisory Inc | 3,231 | $202.0K | 0.00% | −1,140−26.1% | Reduced |
| Chilton Capital Management LLC | 3,240 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 3,236 | $202.0K | 0.01% | +3,236 | New |
| IHT Wealth Management, LLC | 3,255 | $203.0K | 0.02% | −338−9.4% | Reduced |
| Alphasimplex Group, LLC | 3,264 | $204.0K | 0.17% | −3,569−52.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,271 | $204.0K | 0.00% | +190+6.2% | Added |
| RFG Advisory, LLC | 3,294 | $206.0K | 0.02% | −691−17.3% | Reduced |
| Institutional & Family Asset Management, LLC | 3,291 | $206.0K | 0.03% | −132−3.9% | Reduced |
| Baldwin Investment Management, LLC | 3,300 | $206.0K | 0.04% | −75−2.2% | Reduced |
| Fairfield, Bush & Co. | 3,305 | $207.0K | 0.07% | −2,893−46.7% | Reduced |
| Doyle Wealth Management | 3,310 | $207.0K | 0.02% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,323 | $208.0K | 0.01% | −52−1.5% | Reduced |
| Donaldson Capital Management, LLC | 3,343 | $209.0K | 0.01% | −6,249−65.1% | Reduced |
| Washington Trust Co | 3,359 | $210.0K | 0.01% | −50−1.5% | Reduced |
| South State Corp. | 3,364 | $210.0K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,361 | $210.0K | 0.02% | +5+0.1% | Added |
| Private Capital Management LLC | 3,401 | $213.0K | 0.09% | −75−2.2% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $213.0K | 0.09% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 3,427 | $214.0K | 0.04% | −1,089−24.1% | Reduced |