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 |
|---|---|---|---|---|---|
| STRS Ohio | 17,807 | $1.11M | 0.00% | −3,549−16.6% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 17,975 | $1.12M | 0.02% | +1,243+7.4% | Added |
| Stillwater Investment Management, LLC | 18,052 | $1.13M | 0.30% | −98−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 18,832 | $1.18M | 0.04% | 00.0% | Unchanged |
| Cypress Capital Group | 18,935 | $1.18M | 0.16% | 00.0% | Unchanged |
| Atria Investments LLC | 18,981 | $1.19M | 0.02% | +1,892+11.1% | Added |
| Fiduciary Trust Co | 19,184 | $1.20M | 0.02% | −233−1.2% | Reduced |
| Tiaa, FSB | 19,224 | $1.20M | 0.00% | −636−3.2% | Reduced |
| NatWest Group plc | 19,595 | $1.23M | 0.66% | +1,291+7.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,019 | $1.25M | 0.00% | −315,947−94.0% | Reduced |
| Triumph Capital Management | 19,918 | $1.25M | 0.59% | −697−3.4% | Reduced |
| Oppenheimer & Co Inc | 20,062 | $1.25M | 0.02% | +546+2.8% | Added |
| Benjamin Edwards Inc | 20,427 | $1.28M | 0.78% | +9,231+82.4% | Added |
| Allstate Corp | 20,779 | $1.30M | 0.05% | −1,176−5.4% | Reduced |
| Advisor Partners LLC | 20,886 | $1.30M | 0.09% | −388−1.8% | Reduced |
| Walleye Trading LLC | 20,909 | $1.31M | 0.03% | +14,115+207.8% | Added |
| Huntington National Bank | 21,087 | $1.32M | 0.01% | −436−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 21,094 | $1.32M | 0.07% | +1,355+6.9% | Added |
| Evercore Wealth Management, LLC | 21,278 | $1.33M | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 21,353 | $1.33M | 0.01% | +2,150+11.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,828 | $1.34M | 0.02% | −24,661−54.2% | Reduced |
| Valtinson Bruner Financial Planning LLC | 20,538 | $1.35M | 0.74% | +1,452+7.6% | Added |
| Geneos Wealth Management Inc. | 22,109 | $1.38M | 0.05% | +637+3.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,415 | $1.40M | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,519 | $1.41M | 0.01% | −1,738−7.2% | Reduced |
| South Dakota Investment Council | 22,647 | $1.42M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,114 | $1.45M | 0.02% | −3,505−13.2% | Reduced |
| Polar Asset Management Partners Inc. | 23,612 | $1.48M | 0.02% | +7,320+44.9% | Added |
| Virtus ETF Advisers LLC | 23,796 | $1.49M | 0.65% | +1,582+7.1% | Added |
| Townsend & Associates, Inc | 24,069 | $1.50M | 0.74% | +122+0.5% | Added |
| White Pine Capital LLC | 24,176 | $1.51M | 0.46% | −200−0.8% | Reduced |
| Private Advisor Group, LLC | 24,778 | $1.55M | 0.01% | +7,683+44.9% | Added |
| Harvest Volatility Management LLC | 24,828 | $1.55M | 0.07% | +9,374+60.7% | Added |
| Blueshift Asset Management, LLC | 25,028 | $1.56M | 0.09% | +558+2.3% | Added |
| Greenleaf Trust | 25,085 | $1.57M | 0.02% | −7,971−24.1% | Reduced |
| Marshall Wace North America L.P. | 25,508 | $1.59M | 0.01% | −185,380−87.9% | Reduced |
| Keybank National Association | 25,639 | $1.60M | 0.01% | −326−1.3% | Reduced |
| Regentatlantic Capital LLC | 25,640 | $1.60M | 0.05% | +1,222+5.0% | Added |
| Tower Research Capital LLC (TRC) | 26,527 | $1.66M | 0.04% | +779+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,717 | $1.67M | 0.03% | +2,276+9.3% | Added |
| Xponance, Inc. | 27,201 | $1.70M | 0.03% | −2,453−8.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,692 | $1.73M | 0.02% | −130,108−82.5% | Reduced |
| Koshinski Asset Management, Inc. | 27,726 | $1.73M | 0.15% | +11,844+74.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,832 | $1.74M | 0.09% | +336+1.2% | Added |
| Sheets Smith Wealth Management | 27,930 | $1.75M | 0.24% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 28,000 | $1.75M | 0.02% | −53,000−65.4% | Reduced |
| First Republic Investment Management, Inc. | 28,055 | $1.75M | 0.00% | +4,980+21.6% | Added |
| Northwestern Mutual Wealth Management Co | 29,023 | $1.81M | 0.00% | +1,343+4.9% | Added |
| MD Financial Management Inc. | 29,566 | $1.85M | 0.05% | +983+3.4% | Added |
| Cetera Investment Advisers | 29,630 | $1.85M | 0.03% | +323+1.1% | Added |
| Kinneret Advisory, LLC | 29,639 | $1.87M | 0.22% | 00.0% | Unchanged |
| Central Bank & Trust Co | 29,979 | $1.87M | 0.31% | −1,624−5.1% | Reduced |
| Stratos Wealth Partners, LTD. | 30,197 | $1.89M | 0.05% | −668−2.2% | Reduced |
| Hexavest Inc. | 30,729 | $1.92M | 0.12% | −18,028−37.0% | Reduced |
| Stephens Inc | 31,049 | $1.94M | 0.03% | −23,221−42.8% | Reduced |
| Investors Financial Group, LLC | 31,093 | $1.94M | 1.03% | +213+0.7% | Added |
| Commerce Bank | 31,801 | $1.99M | 0.01% | +2,151+7.3% | Added |
| Epiq Partners, LLC | 32,506 | $2.03M | 0.94% | +4,050+14.2% | Added |
| Illinois Municipal Retirement Fund | 32,523 | $2.03M | 0.07% | +22,682+230.5% | Added |
| Baird Financial Group, Inc. | 32,595 | $2.04M | 0.01% | +3,650+12.6% | Added |
| Kentucky Retirement Systems | 32,753 | $2.05M | 0.10% | +1,412+4.5% | Added |
| Advisors Asset Management, Inc. | 32,956 | $2.06M | 0.03% | −904−2.7% | Reduced |
| Bremer Bank National Association | 33,421 | $2.09M | 0.41% | +71+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 34,052 | $2.13M | 0.00% | −9,997−22.7% | Reduced |
| Bogart Wealth, LLC | 34,597 | $2.16M | 0.22% | +6,598+23.6% | Added |
| Blair William & Co | 34,750 | $2.17M | 0.01% | −406−1.2% | Reduced |
| New Mexico Educational Retirement Board | 35,178 | $2.20M | 0.08% | −700−2.0% | Reduced |
| Fifth Third Bancorp | 35,486 | $2.22M | 0.01% | +1,534+4.5% | Added |
| Icon Advisers Inc | 35,800 | $2.24M | 0.38% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 36,075 | $2.25M | 0.01% | −17,842−33.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,462 | $2.28M | 0.01% | +1,218+3.5% | Added |
| Mariner, LLC | 36,719 | $2.29M | 0.01% | −399−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 36,724 | $2.29M | 0.06% | +27,576+301.4% | Added |
| Seeyond | 36,810 | $2.30M | 0.22% | −373−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 36,910 | $2.31M | 0.07% | 00.0% | Unchanged |
| First Bank & Trust | 37,074 | $2.32M | 1.06% | −2,700−6.8% | Reduced |
| Harbour Investments, Inc. | 37,267 | $2.33M | 0.07% | −140−0.4% | Reduced |
| Schroder Investment Management Group | 37,872 | $2.37M | 0.00% | −8,668−18.6% | Reduced |
| Mercer Global Advisors Inc | 38,067 | $2.38M | 0.02% | +1,290+3.5% | Added |
| Wedbush Securities Inc | 38,607 | $2.41M | 0.11% | +2,011+5.5% | Added |
| Truist Financial Corp | 39,171 | $2.45M | 0.00% | +1,446+3.8% | Added |
| Edgestream Partners, L.P. | 39,432 | $2.46M | 0.15% | +19,532+98.2% | Added |
| Quadrature Capital Ltd | 39,725 | $2.48M | 0.09% | +26,641+203.6% | Added |
| Edgemoor Investment Advisors, Inc. | 40,798 | $2.55M | 0.29% | −1,200−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 40,907 | $2.56M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 41,106 | $2.57M | 0.01% | +15,917+63.2% | Added |
| Maryland State Retirement & Pension System | 41,037 | $2.57M | 0.07% | +1,118+2.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 41,494 | $2.59M | 0.03% | −2,044−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 41,644 | $2.60M | 0.06% | +500+1.2% | Added |
| Focus Financial Network, Inc. | 41,539 | $2.62M | 0.35% | −331−0.8% | Reduced |
| First Dallas Securities Inc. | 42,555 | $2.66M | 1.84% | +3,308+8.4% | Added |
| Daiwa Securities Group Inc. | 43,461 | $2.72M | 0.02% | +3,536+8.9% | Added |
| Swiss Life Asset Management Ltd | 43,729 | $2.73M | 0.04% | −41,620−48.8% | Reduced |
| ARS Investment Partners, LLC | 43,795 | $2.74M | 0.27% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 44,277 | $2.77M | 0.01% | −584−1.3% | Reduced |
| Aigen Investment Management, LP | 44,650 | $2.79M | 0.54% | +10,021+28.9% | Added |
| Securian Asset Management, Inc | 44,831 | $2.80M | 0.06% | −465−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,840 | $2.80M | 0.05% | +1,152+2.6% | Added |
| Oregon Public Employees Retirement Fund | 44,890 | $2.81M | 0.03% | 00.0% | Unchanged |
| Magnetar Financial LLC | 45,181 | $2.82M | 0.03% | +27,048+149.2% | Added |