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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 3,090 | $214.0K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,263 | $215.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,446 | $215.0K | 0.02% | +3,446 | New |
| Lincoln National Corp | 3,460 | $217.0K | 0.00% | −620−15.2% | Reduced |
| Wolverine Trading, LLC | 3,481 | $218.0K | 0.00% | +3,481 | New |
| Thompson Investment Management, Inc. | 3,499 | $219.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,501 | $219.0K | 0.01% | +3,501 | New |
| Montag A & Associates Inc | 3,524 | $220.0K | 0.01% | −460−11.5% | Reduced |
| Orgel Wealth Management, LLC | 3,543 | $221.0K | 0.03% | +36+1.0% | Added |
| Financial Perspectives, Inc | 3,548 | $221.8K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,559 | $222.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $222.0K | 0.15% | 00.0% | Unchanged |
| Transform Wealth, LLC | 3,567 | $223.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,560 | $223.0K | 0.00% | +204+6.1% | Added |
| Horizon Investments, LLC | 3,561 | $223.0K | 0.01% | +262+7.9% | Added |
| WESPAC Advisors, LLC | 3,584 | $224.0K | 0.14% | +3,584 | New |
| Stock Yards Bank & Trust Co | 3,602 | $225.0K | 0.01% | +3,602 | New |
| Ballast Advisors LLC | 3,610 | $226.0K | 0.09% | +4+0.1% | Added |
| Avestar Capital, LLC | 3,615 | $226.0K | 0.04% | +298+9.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 3,627 | $227.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 3,628 | $227.0K | 0.01% | +3,628 | New |
| Belpointe Asset Management LLC | 3,653 | $228.0K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,669 | $230.0K | 0.01% | −33−0.9% | Reduced |
| Reilly Financial Advisors, LLC | 3,691 | $231.0K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 3,703 | $231.0K | 0.09% | +3,703 | New |
| Ieq Capital, LLC | 3,699 | $232.0K | 0.01% | +452+13.9% | Added |
| PEAK6 Investments LLC | 3,723 | $233.0K | 0.00% | −4,845−56.5% | Reduced |
| Brinker Capital Investments, LLC | 3,523 | $233.0K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,737 | $234.0K | 0.05% | +59+1.6% | Added |
| Bank of Hawaii | 3,765 | $235.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,780 | $236.0K | 0.15% | +18+0.5% | Added |
| Level Four Advisory Services, LLC | 3,795 | $237.0K | 0.02% | +591+18.4% | Added |
| Riverbridge Partners LLC | 3,810 | $238.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,778 | $238.0K | 0.00% | +3,778 | New |
| Aureus Asset Management, LLC | 3,885 | $243.0K | 0.02% | +465+13.6% | Added |
| CIBC World Markets Inc. | 3,924 | $245.0K | 0.00% | −38−1.0% | Reduced |
| LPWM LLC | 3,963 | $248.0K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,975 | $248.0K | 0.00% | −6−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 3,970 | $248.0K | 0.02% | +28+0.7% | Added |
| Old Second National Bank of Aurora | 3,979 | $249.0K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $249.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $249.0K | 0.08% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,004 | $250.0K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $250.0K | 0.11% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,009 | $251.0K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,016 | $251.0K | 0.04% | +4,016 | New |
| Gateway Investment Advisers LLC | 4,054 | $253.0K | 0.00% | +54+1.4% | Added |
| Wealth Alliance | 4,065 | $254.0K | 0.06% | +51+1.3% | Added |
| Kestra Private Wealth Services, LLC | 4,087 | $255.0K | 0.01% | −54−1.3% | Reduced |
| Wade G W & Inc | 4,085 | $255.0K | 0.01% | +408+11.1% | Added |
| Jones Financial Companies LLLP | 4,100 | $256.0K | 0.00% | −29−0.7% | Reduced |
| Ossiam | 4,095 | $256.0K | 0.01% | +4,095 | New |
| Patton Albertson Miller Group, LLC | 4,155 | $260.0K | 0.05% | −300−6.7% | Reduced |
| Moneta Group Investment Advisors LLC | 4,192 | $262.0K | 0.01% | −28−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 4,204 | $263.0K | 0.00% | −273−6.1% | Reduced |
| Moody National Bank Trust Division | 4,242 | $265.0K | 0.00% | −669−13.6% | Reduced |
| Synovus Financial Corp | 4,259 | $267.0K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 4,284 | $268.0K | 0.04% | −233−5.2% | Reduced |
| USAdvisors Wealth Management, LLC | 4,289 | $268.0K | 0.12% | +96+2.3% | Added |
| Woodmont Investment Counsel LLC | 4,288 | $268.0K | 0.04% | +163+4.0% | Added |
| JNBA Financial Advisors | 4,311 | $269.0K | 0.04% | +73+1.7% | Added |
| TCI Wealth Advisors, Inc. | 4,326 | $270.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 4,320 | $270.0K | 0.00% | +2,173+101.2% | Added |
| FDx Advisors, Inc. | 4,343 | $271.0K | 0.01% | +336+8.4% | Added |
| Symphony Financial, Ltd. Co. | 4,364 | $273.0K | 0.10% | −52−1.2% | Reduced |
| Soltis Investment Advisors LLC | 4,361 | $273.0K | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,391 | $274.0K | 0.01% | +4,391 | New |
| Gilman Hill Asset Management, LLC | 4,400 | $275.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,433 | $277.0K | 0.01% | +1,333+43.0% | Added |
| Brookstone Capital Management | 4,323 | $278.0K | 0.01% | −884−17.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $278.0K | 0.04% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 4,496 | $281.0K | 0.11% | +4,496 | New |
| Venture Visionary Partners LLC | 4,524 | $282.0K | 0.02% | +16+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,516 | $282.0K | 0.03% | +928+25.9% | Added |
| Avantax Planning Partners, Inc. | 4,526 | $283.0K | 0.01% | +4,526 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $285.0K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,557 | $285.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,568 | $285.0K | 0.06% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 4,573 | $286.0K | 0.07% | −570−11.1% | Reduced |
| Marks Group Wealth Management, Inc | 4,595 | $287.0K | 0.04% | −250−5.2% | Reduced |
| First Horizon Advisors, Inc. | 4,585 | $287.0K | 0.01% | +4,328+1,684.0% | Added |
| Destination Wealth Management | 4,605 | $288.0K | 0.01% | +47+1.0% | Added |
| Corundum Group, Inc. | 4,604 | $288.0K | 0.21% | +644+16.3% | Added |
| Wealthcare Advisory Partners LLC | 4,625 | $289.0K | 0.02% | +4,625 | New |
| Sandy Spring Bank | 4,638 | $290.0K | 0.02% | +326+7.6% | Added |
| Nicollet Investment Management, Inc. | 4,730 | $296.0K | 0.12% | +4,730 | New |
| Ingalls & Snyder LLC | 4,758 | $297.0K | 0.01% | −668−12.3% | Reduced |
| Zacks Investment Management | 4,772 | $298.0K | 0.00% | +8+0.2% | Added |
| Tandem Investment Advisors, Inc. | 4,785 | $299.0K | 0.02% | −368−7.1% | Reduced |
| Calamos Wealth Management LLC | 4,810 | $301.0K | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 4,830 | $302.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,830 | $302.0K | 0.02% | +364+8.2% | Added |
| Resources Investment Advisors, LLC. | 4,846 | $303.0K | 0.01% | −2,624−35.1% | Reduced |
| Csenge Advisory Group | 4,849 | $303.0K | 0.03% | +6+0.1% | Added |
| Leavell Investment Management, Inc. | 4,822 | $304.0K | 0.02% | −298−5.8% | Reduced |
| Mirabella Financial Services LLP | 4,874 | $305.0K | 0.04% | +511+11.7% | Added |
| Abbrea Capital, LLC | 4,874 | $307.0K | 0.05% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,915 | $308.0K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 4,926 | $308.0K | 0.00% | +700+16.6% | Added |
| Federated Hermes, Inc. | 4,968 | $310.0K | 0.00% | +274+5.8% | Added |