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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 1,779,600 | $111.2M | 0.14% | +1,719,600+2,866.0% | Added |
| APG Asset Management N.V. | 2,068,954 | $111.6M | 0.20% | −11,900−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,828,766 | $114.3M | 0.07% | −128,085−6.5% | Reduced |
| UBS Asset Management Americas Inc | 1,872,057 | $117.0M | 0.05% | −138,421−6.9% | Reduced |
| Morgan Stanley | 2,003,569 | $125.2M | 0.02% | +281,347+16.3% | Added |
| Swiss National Bank | 2,128,103 | $133.0M | 0.08% | −64,300−2.9% | Reduced |
| Millennium Management LLC | 2,165,373 | $135.3M | 0.18% | +1,253,188+137.4% | Added |
| Charles Schwab Investment Management Inc | 2,558,418 | $159.9M | 0.05% | +48,168+1.9% | Added |
| Principal Financial Group Inc | 2,696,270 | $168.5M | 0.11% | −11,309−0.4% | Reduced |
| Bank of America Corp | 2,986,341 | $186.6M | 0.02% | −2,023−0.1% | Reduced |
| Capital Research Global Investors | 3,376,045 | $211.0M | 0.05% | +4220.0% | Added |
| Invesco Ltd. | 3,563,162 | $222.7M | 0.06% | +100,705+2.9% | Added |
| Goldman Sachs Group Inc | 3,719,992 | $232.5M | 0.06% | −84,281−2.2% | Reduced |
| Nuveen Asset Management, LLC | 4,073,966 | $254.6M | 0.08% | +28,924+0.7% | Added |
| Bank of New York Mellon Corp | 4,139,565 | $258.7M | 0.05% | −56,490−1.3% | Reduced |
| California Public Employees Retirement System | 4,155,671 | $259.7M | 0.19% | +86,315+2.1% | Added |
| Pictet Asset Management SA | 4,341,244 | $271.3M | 0.30% | +4,341,244 | New |
| Victory Capital Management Inc | 4,472,232 | $279.5M | 0.27% | +392,367+9.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,719,868 | $295.0M | 0.64% | +642,869+15.8% | Added |
| Capital International Investors | 5,073,428 | $317.1M | 0.07% | −4,812,662−48.7% | Reduced |
| Franklin Resources Inc | 5,213,666 | $325.9M | 0.12% | −12,871−0.2% | Reduced |
| Northern Trust Corp | 6,116,497 | $382.3M | 0.07% | +127,459+2.1% | Added |
| Royal Bank of Canada | 6,205,195 | $387.8M | 0.11% | +35,332+0.6% | Added |
| Price T Rowe Associates Inc | 6,229,052 | $389.3M | 0.04% | +2,151,129+52.8% | Added |
| Wells Fargo & Company | 6,355,017 | $397.2M | 0.09% | +159,877+2.6% | Added |
| Legal & General Group Plc | 6,424,105 | $401.5M | 0.13% | +91,188+1.4% | Added |
| Ameriprise Financial Inc | 6,606,172 | $412.9M | 0.13% | +159,505+2.5% | Added |
| Capital World Investors | 7,461,922 | $466.4M | 0.08% | −6,212,491−45.4% | Reduced |
| Massachusetts Financial Services Co | 9,281,280 | $580.1M | 0.17% | −71,475−0.8% | Reduced |
| Geode Capital Management, LLC | 10,326,051 | $643.8M | 0.09% | +125,279+1.2% | Added |
| State Street Corp | 27,409,596 | $1.73B | 0.09% | +852,995+3.2% | Added |
| Magellan Asset Management Ltd | 29,390,169 | $1.84B | 3.67% | −589,597−2.0% | Reduced |
| JPMorgan Chase & Co | 39,811,728 | $2.49B | 0.33% | −2,148,130−5.1% | Reduced |
| Vanguard Group Inc | 48,398,225 | $3.02B | 0.08% | +332,455+0.7% | Added |
| BlackRock Inc. | 52,434,636 | $3.28B | 0.09% | −856,723−1.6% | Reduced |
| Sofos Investments, Inc. | 5 | – | – | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,634,046−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −240,760−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −186,661−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −168,445−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −111,454−100.0% | Sold out |
| Willis Investment Counsel | 0 | $0 | 0.00% | −103,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −71,904−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −43,395−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −42,535−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,898−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,789−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,266−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −9,786−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −7,819−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −6,671−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,980−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| First Financial Bank - Trust Division | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −3,379−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −3,141−100.0% | Sold out |
| Homrich & Berg | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −3,138−100.0% | Sold out |
| Windsor Capital Management, LLC | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,103−100.0% | Sold out |
| Sharkey, Howes & Javer | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Investment Research & Advisory Group, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −61−100.0% | Sold out |