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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 8,381 | $524.0K | 0.01% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 8,474 | $530.0K | 0.24% | −146−1.7% | Reduced |
| Advisory Services Network, LLC | 8,495 | $531.0K | 0.02% | −210−2.4% | Reduced |
| TownSquare Capital, LLC | 8,483 | $531.0K | 0.02% | +365+4.5% | Added |
| Summit Global Investments | 8,619 | $539.0K | 0.04% | −30,467−77.9% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $542.0K | 0.22% | 00.0% | Unchanged |
| Bell Bank | 8,744 | $547.0K | 0.07% | −850−8.9% | Reduced |
| International Assets Investment Management, LLC | 8,783 | $549.0K | 0.10% | +33+0.4% | Added |
| Savant Capital, LLC | 8,918 | $557.0K | 0.02% | +877+10.9% | Added |
| Avantax Advisory Services, Inc. | 8,933 | $558.0K | 0.01% | −294−3.2% | Reduced |
| Teza Capital Management LLC | 8,961 | $560.0K | 0.27% | −7,166−44.4% | Reduced |
| Central Trust Co | 8,961 | $560.0K | 0.02% | −327−3.5% | Reduced |
| Charter Trust Co | 8,993 | $563.0K | 0.05% | −100−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 9,225 | $577.0K | 0.02% | −494−5.1% | Reduced |
| Emerald Advisors, LLC | 9,243 | $578.0K | 0.16% | +13+0.1% | Added |
| Prospera Financial Services Inc | 9,379 | $586.0K | 0.03% | −30−0.3% | Reduced |
| Simplex Trading, LLC | 8,752 | $586.0K | 0.02% | −300−3.3% | Reduced |
| Moors & Cabot, Inc. | 9,464 | $595.0K | 0.04% | +1,431+17.8% | Added |
| First Midwest Bank Trust Division | 9,603 | $600.0K | 0.09% | +168+1.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,671 | $604.0K | 0.70% | +300+3.2% | Added |
| Bessemer Group Inc | 9,669 | $604.0K | 0.00% | +6,430+198.5% | Added |
| Farmers & Merchants Investments Inc | 9,690 | $606.0K | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 9,877 | $617.0K | 0.07% | +1,230+14.2% | Added |
| American State Bank (Iowa) | 9,922 | $620.1K | 0.48% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9,940 | $621.0K | 0.08% | −457−4.4% | Reduced |
| Amarillo National Bank | 9,985 | $624.0K | 0.13% | +755+8.2% | Added |
| V Wealth Advisors LLC | 10,059 | $628.0K | 0.10% | +396+4.1% | Added |
| Prime Capital Investment Advisors, LLC | 10,072 | $630.0K | 0.04% | −1,251−11.0% | Reduced |
| Tradition Wealth Management, LLC | 10,114 | $632.0K | 0.09% | +24+0.2% | Added |
| Coldstream Capital Management Inc | 9,200 | $635.0K | 0.03% | +71+0.8% | Added |
| Cetera Advisors LLC | 10,247 | $640.0K | 0.01% | +2,011+24.4% | Added |
| First National Bank & Trust Co of Newtown | 10,302 | $644.0K | 0.13% | −150−1.4% | Reduced |
| Eastern Bank | 10,335 | $646.0K | 0.03% | −1,278−11.0% | Reduced |
| Apollon Wealth Management, LLC | 10,421 | $651.0K | 0.09% | +294+2.9% | Added |
| Sumitomo Life Insurance Co | 10,442 | $653.0K | 0.02% | −331−3.1% | Reduced |
| HighPoint Advisor Group LLC | 10,469 | $654.0K | 0.06% | +72+0.7% | Added |
| Carret Asset Management, LLC | 10,485 | $655.0K | 0.08% | −500−4.6% | Reduced |
| Mosaic Family Wealth, LLC | 10,479 | $655.0K | 0.18% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 10,500 | $656.0K | 0.00% | +100+1.0% | Added |
| O'Brien Greene & Co. Inc | 10,525 | $658.0K | 0.24% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 10,571 | $661.0K | 0.14% | −24−0.2% | Reduced |
| Cahill Financial Advisors Inc | 10,832 | $677.0K | 0.14% | +9+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 10,865 | $679.0K | 0.22% | +10,865 | New |
| PrairieView Partners, LLC | 10,936 | $684.0K | 0.10% | +500+4.8% | Added |
| TCW Group Inc | 11,204 | $700.0K | 0.01% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 11,240 | $703.0K | 0.02% | −10,207−47.6% | Reduced |
| KLCM Advisors, Inc. | 11,250 | $703.0K | 0.15% | +550+5.1% | Added |
| Kepos Capital LP | 11,330 | $708.0K | 0.05% | +8,525+303.9% | Added |
| Bard Financial Services, Inc. | 11,375 | $711.0K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 11,390 | $712.0K | 0.03% | −66−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,422 | $714.0K | 0.01% | −71−0.6% | Reduced |
| Advisors Management Group Inc | 11,418 | $714.0K | 0.22% | −13−0.1% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $718.0K | 0.49% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 11,489 | $718.0K | 0.29% | +1,292+12.7% | Added |
| Coastline Trust Co | 11,550 | $722.0K | 0.09% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 11,580 | $724.0K | 0.26% | −3,136−21.3% | Reduced |
| Group One Trading, L.P. | 11,774 | $736.0K | 0.02% | +11,774 | New |
| BerganKDV Wealth Management, LLC | 12,248 | $765.0K | 0.09% | −946−7.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,317 | $770.0K | 0.28% | +2,901+30.8% | Added |
| IFP Advisors, Inc | 12,529 | $785.0K | 0.02% | +656+5.5% | Added |
| First Citizens Bank & Trust Co | 12,798 | $800.0K | 0.04% | +94+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,068 | $816.0K | 0.07% | +12,662+3,118.7% | Added |
| West Family Investments, Inc. | 13,116 | $820.0K | 0.22% | +2,864+27.9% | Added |
| Great Valley Advisor Group, Inc. | 13,154 | $822.0K | 0.06% | −477−3.5% | Reduced |
| Bokf, NA | 13,338 | $833.0K | 0.01% | +13,338 | New |
| Old Port Advisors | 12,970 | $834.0K | 0.30% | −1,311−9.2% | Reduced |
| Venturi Wealth Management, LLC | 13,403 | $838.0K | 0.07% | +2,009+17.6% | Added |
| Nomura Holdings Inc | 13,526 | $845.0K | 0.01% | +13,526 | New |
| Veritable, L.P. | 13,629 | $852.0K | 0.01% | +3,083+29.2% | Added |
| National Asset Management, Inc. | 13,681 | $856.0K | 0.03% | −1,124−7.6% | Reduced |
| Kesler, Norman & Wride, LLC | 13,825 | $864.0K | 0.20% | +48+0.3% | Added |
| Roosevelt Investment Group LLC | 13,958 | $872.0K | 0.05% | 00.0% | Unchanged |
| F3Logic, LLC | 14,089 | $881.0K | 0.12% | −98−0.7% | Reduced |
| Everence Capital Management Inc | 14,114 | $882.0K | 0.07% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 14,133 | $883.0K | 0.00% | +110+0.8% | Added |
| SRS Capital Advisors, Inc. | 14,299 | $894.0K | 0.12% | +178+1.3% | Added |
| Eqis Capital Management, Inc. | 14,331 | $896.0K | 0.07% | +436+3.1% | Added |
| Quantamental Technologies LLC | 14,439 | $902.0K | 0.60% | +4,286+42.2% | Added |
| World Asset Management Inc | 14,471 | $904.0K | 0.09% | −501−3.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,639 | $915.0K | 0.10% | +631+4.5% | Added |
| Accredited Investors Inc. | 14,970 | $936.0K | 0.10% | +70.0% | Added |
| Hotaling Investment Management, LLC | 15,233 | $952.0K | 0.40% | +1,337+9.6% | Added |
| IBM Retirement Fund | 15,282 | $955.0K | 0.07% | +52+0.3% | Added |
| Palladium Partners LLC | 15,389 | $962.0K | 0.04% | −1,481−8.8% | Reduced |
| MML Investors Services, LLC | 15,807 | $988.0K | 0.01% | +367+2.4% | Added |
| Optimal Asset Management, Inc. | 15,869 | $992.0K | 0.12% | +42+0.3% | Added |
| Lazard Asset Management LLC | 16,195 | $1.01M | 0.00% | −4,704−22.5% | Reduced |
| FORA Capital, LLC | 16,217 | $1.01M | 0.26% | +10,781+198.3% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.01M | 0.14% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 16,252 | $1.02M | 0.84% | +20.0% | Added |
| WealthTrust Axiom LLC | 16,501 | $1.03M | 0.35% | −500−2.9% | Reduced |
| Cigna Investments Inc | 16,539 | $1.03M | 0.08% | −127−0.8% | Reduced |
| Berger Financial Group, Inc | 16,559 | $1.03M | 0.19% | +995+6.4% | Added |
| Vontobel Holding Ltd. | 16,653 | $1.04M | 0.01% | +968+6.2% | Added |
| Carlson Capital Management | 16,667 | $1.04M | 0.11% | +3,060+22.5% | Added |
| Acadian Asset Management LLC | 17,083 | $1.07M | 0.00% | −1,949−10.2% | Reduced |
| Sigma Planning Corp | 17,154 | $1.07M | 0.03% | −2,490−12.7% | Reduced |
| Dynamic Advisor Solutions LLC | 17,283 | $1.08M | 0.08% | −243−1.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,411 | $1.09M | 0.10% | 00.0% | Unchanged |
| M&T Bank Corp | 17,589 | $1.10M | 0.00% | −200−1.1% | Reduced |