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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 5,014 | $313.0K | 0.09% | −732−12.7% | Reduced |
| Parallel Advisors, LLC | 5,013 | $313.0K | 0.01% | +53+1.1% | Added |
| Neuberger Berman Group LLC | 6,812 | $316.0K | 0.00% | −3,419−33.4% | Reduced |
| Clarius Group, LLC | 5,117 | $320.0K | 0.03% | −72−1.4% | Reduced |
| North Point Portfolio Managers Corp | 5,146 | $322.0K | 0.05% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 5,182 | $324.0K | 0.01% | +5,182 | New |
| Alerus Financial NA | 5,208 | $325.0K | 0.03% | +1,888+56.9% | Added |
| Headinvest, LLC | 5,217 | $326.0K | 0.06% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,232 | $327.0K | 0.02% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,256 | $329.0K | 0.08% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,297 | $331.0K | 0.02% | −274−4.9% | Reduced |
| Clear Street Markets LLC | 5,291 | $331.0K | 0.07% | +5,291 | New |
| Kozak & Associates, Inc. | 5,149 | $331.0K | 0.20% | +5,149 | New |
| Toroso Investments, LLC | 5,336 | $334.0K | 0.01% | +813+18.0% | Added |
| James Hambro & Partners | 5,400 | $337.0K | 0.03% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 5,438 | $340.0K | 0.05% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,448 | $341.0K | 0.09% | +12+0.2% | Added |
| Samalin Investment Counsel, LLC | 5,500 | $344.0K | 0.22% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,535 | $346.0K | 0.02% | −654−10.6% | Reduced |
| Resolution Capital Ltd | 5,570 | $348.0K | 0.00% | +5,570 | New |
| Colony Group LLC | 5,577 | $349.0K | 0.01% | −17−0.3% | Reduced |
| Midwest Professional Planners, LTD. | 5,612 | $351.0K | 0.19% | +9+0.2% | Added |
| Johnson Midwest Financial, LLC | 5,610 | $351.0K | 0.29% | +10+0.2% | Added |
| American Portfolios Advisors | 5,647 | $353.0K | 0.01% | +61+1.1% | Added |
| EP Wealth Advisors, LLC | 5,663 | $354.0K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,700 | $356.0K | 0.02% | +1,166+25.7% | Added |
| Inverness Counsel LLC | 5,705 | $357.0K | 0.01% | −9,115−61.5% | Reduced |
| Proequities, Inc. | 5,672 | $357.0K | 0.02% | −27−0.5% | Reduced |
| Wetherby Asset Management Inc | 5,763 | $360.0K | 0.02% | +197+3.5% | Added |
| Corient Capital Partners, LLC | 5,829 | $364.0K | 0.03% | −418−6.7% | Reduced |
| SFMG, LLC | 5,873 | $367.0K | 0.04% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,919 | $370.0K | 0.04% | −10,000−62.8% | Reduced |
| Conning Inc. | 5,915 | $370.0K | 0.01% | −719−10.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,832 | $370.0K | 0.03% | −25−0.4% | Reduced |
| KCM Investment Advisors LLC | 5,915 | $370.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,977 | $374.0K | 0.09% | −415−6.5% | Reduced |
| Assenagon Asset Management S.A. | 6,032 | $377.0K | 0.00% | +6,032 | New |
| RDA Financial Network | 6,071 | $379.0K | 0.17% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 6,088 | $380.0K | 0.07% | +6,088 | New |
| Meiji Yasuda Life Insurance Co | 6,103 | $381.0K | 0.01% | −300−4.7% | Reduced |
| First Hawaiian Bank | 6,100 | $381.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,105 | $381.0K | 0.03% | +2,332+61.8% | Added |
| Spire Wealth Management | 6,141 | $384.0K | 0.01% | −40−0.6% | Reduced |
| Harbour Investment Management LLC | 6,147 | $384.0K | 0.19% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,147 | $384.2K | 0.02% | −35−0.6% | Reduced |
| Raymond James Trust N.A. | 6,157 | $385.0K | 0.01% | +7+0.1% | Added |
| Perigon Wealth Management, LLC | 6,172 | $386.0K | 0.03% | +951+18.2% | Added |
| Symmetry Partners, LLC | 6,133 | $388.0K | 0.03% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 6,268 | $392.0K | 0.66% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $393.0K | 0.10% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,242 | $393.0K | 0.02% | +6,242 | New |
| Rosenberg Matthew Hamilton | 6,306 | $394.0K | 0.16% | −1,000−13.7% | Reduced |
| Argent Trust Co | 6,324 | $395.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 6,322 | $395.0K | 0.01% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,863 | $398.0K | 0.21% | 00.0% | Unchanged |
| Alley Co LLC | 6,385 | $399.0K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 6,410 | $401.0K | 0.01% | −250−3.8% | Reduced |
| Private Trust Co NA | 6,414 | $401.0K | 0.06% | −58−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 6,488 | $406.0K | 0.05% | +83+1.3% | Added |
| Point72 Hong Kong Ltd | 6,513 | $407.0K | 0.03% | +5,074+352.6% | Added |
| Fulcrum Asset Management LLP | – | $408.0K | 0.20% | – | – |
| Jackson Creek Investment Advisors LLC | 6,548 | $409.0K | 0.15% | −168−2.5% | Reduced |
| DeDora Capital, Inc. | 6,558 | $410.0K | 0.18% | +265+4.2% | Added |
| Empirical Finance, LLC | 6,617 | $414.0K | 0.06% | +388+6.2% | Added |
| Meeder Asset Management Inc | 6,644 | $415.0K | 0.02% | +151+2.3% | Added |
| Toews Corp | 6,700 | $419.0K | 0.05% | +6,700 | New |
| JustInvest LLC | 6,811 | $426.0K | 0.04% | +660+10.7% | Added |
| Fisher Asset Management, LLC | 6,852 | $428.0K | 0.00% | +640+10.3% | Added |
| Affiance Financial, LLC | 6,868 | $429.0K | 0.19% | −137−2.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,923 | $433.0K | 0.31% | +223+3.3% | Added |
| Gofen & Glossberg LLC | 6,991 | $437.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,987 | $437.0K | 0.04% | +6,987 | New |
| Signaturefd, LLC | 7,084 | $443.0K | 0.02% | +310+4.6% | Added |
| Davenport & Co LLC | 7,116 | $445.0K | 0.00% | −12−0.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,283 | $455.0K | 0.23% | −1,223−14.4% | Reduced |
| Eudaimonia Partners, LLC | 7,286 | $455.0K | 0.08% | +26+0.4% | Added |
| Goelzer Investment Management, Inc. | 7,424 | $464.0K | 0.04% | −300−3.9% | Reduced |
| Sargent Bickham Lagudis LLC | 7,434 | $465.0K | 0.04% | +4,621+164.3% | Added |
| SNS Financial Group, LLC | 7,449 | $466.0K | 0.06% | −281−3.6% | Reduced |
| Heritage Trust Co | 7,517 | $469.0K | 0.07% | −768−9.3% | Reduced |
| Alpha Paradigm Partners, LLC | 7,619 | $476.0K | 0.19% | +2,179+40.1% | Added |
| Thomas White International Ltd | 7,627 | $477.0K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,648 | $478.0K | 0.03% | +10.0% | Added |
| Veriti Management LLC | 7,660 | $479.0K | 0.07% | +1,243+19.4% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $482.0K | 0.01% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,757 | $485.0K | 0.04% | +299+4.0% | Added |
| Front Row Advisors LLC | 7,722 | $486.0K | 0.21% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,831 | $489.0K | 0.24% | −1,498−16.1% | Reduced |
| Cresset Asset Management, LLC | 7,814 | $492.0K | 0.01% | −94−1.2% | Reduced |
| Welch Group, LLC | 7,990 | $499.0K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 8,002 | $500.0K | 0.00% | −106,229−93.0% | Reduced |
| Vident Investment Advisory, LLC | 8,007 | $501.0K | 0.02% | +539+7.2% | Added |
| Cohen Klingenstein LLC | 8,100 | $506.0K | 0.02% | +8,100 | New |
| First Commonwealth Financial Corp | 8,102 | $507.0K | 0.18% | −350−4.1% | Reduced |
| NorthRock Partners, LLC | 8,221 | $514.0K | 0.04% | +3,082+60.0% | Added |
| Buckingham Strategic Wealth, LLC | 8,241 | $515.0K | 0.01% | +138+1.7% | Added |
| Change Path, LLC | 8,239 | $515.0K | 0.03% | +2,109+34.4% | Added |
| Seven Springs Wealth Group, LLC | 8,300 | $519.0K | 0.25% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 8,296 | $519.0K | 0.38% | +20.0% | Added |
| TrinityPoint Wealth, LLC | 8,365 | $523.0K | 0.10% | −1,823−17.9% | Reduced |