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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 71,806 | $4.49M | 0.02% | −1,463−2.0% | Reduced |
| Captrust Financial Advisors | 70,992 | $4.47M | 0.04% | +1,356+1.9% | Added |
| Mutual of America Capital Management LLC | 70,649 | $4.42M | 0.04% | +398+0.6% | Added |
| Profund Advisors LLC | 70,575 | $4.41M | 0.15% | +3,818+5.7% | Added |
| Segall Bryant & Hamill, LLC | 69,737 | $4.36M | 0.04% | −620−0.9% | Reduced |
| Man Group plc | 69,787 | $4.36M | 0.02% | +69,787 | New |
| GWM Advisors LLC | 69,026 | $4.31M | 0.11% | −1,416−2.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 68,738 | $4.30M | 0.10% | −221−0.3% | Reduced |
| Mattern Capital Management, LLC | 67,523 | $4.22M | 0.83% | +2,140+3.3% | Added |
| IFM Investors Pty Ltd | 66,877 | $4.18M | 0.09% | −141−0.2% | Reduced |
| KBC Group NV | 63,901 | $3.99M | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 63,330 | $3.96M | 0.06% | −2,126−3.2% | Reduced |
| Jarislowsky, Fraser Ltd | 62,800 | $3.92M | 0.02% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 62,000 | $3.89M | 0.13% | −7,300−10.5% | Reduced |
| Sadoff Investment Management LLC | 62,012 | $3.88M | 0.26% | −6,000−8.8% | Reduced |
| Meyer Handelman Co | 62,021 | $3.88M | 0.16% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 61,811 | $3.86M | 0.17% | +766+1.3% | Added |
| Louisiana State Employees Retirement System | 61,300 | $3.83M | 0.09% | −100−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 61,379 | $3.83M | 0.01% | −24,520−28.5% | Reduced |
| Kempen Capital Management N.V. | 57,594 | $3.60M | 0.13% | +14,517+33.7% | Added |
| Rockefeller Capital Management L.P. | 56,994 | $3.56M | 0.02% | +36,186+173.9% | Added |
| Siemens Fonds Invest GmbH | 56,726 | $3.54M | 0.24% | +1,645+3.0% | Added |
| ING Groep NV | 54,681 | $3.42M | 0.04% | +25,764+89.1% | Added |
| Cetera Advisor Networks LLC | 53,316 | $3.33M | 0.05% | +2,711+5.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 53,134 | $3.32M | 0.24% | −441−0.8% | Reduced |
| Nissay Asset Management Corp | 53,104 | $3.32M | 0.03% | +2,377+4.7% | Added |
| Norinchukin Bank, The | 52,916 | $3.31M | 0.05% | +2,212+4.4% | Added |
| CIBC World Markets Corp | 51,577 | $3.22M | 0.02% | +8,376+19.4% | Added |
| Shelton Capital Management | 50,351 | $3.15M | 0.12% | 00.0% | Unchanged |
| Hartford Investment Management Co | 50,072 | $3.13M | 0.09% | −6,585−11.6% | Reduced |
| Kestra Advisory Services, LLC | 49,156 | $3.07M | 0.03% | +294+0.6% | Added |
| Redpoint Investment Management Pty Ltd | 47,578 | $2.97M | 0.25% | −503−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 47,492 | $2.97M | 0.54% | +3,454+7.8% | Added |
| Point72 Asset Management, L.P. | 47,162 | $2.95M | 0.01% | +47,162 | New |
| Pearl River Capital, LLC | 46,446 | $2.90M | 0.79% | −6,669−12.6% | Reduced |
| Magnetar Financial LLC | 45,181 | $2.82M | 0.03% | +27,048+149.2% | Added |
| Oregon Public Employees Retirement Fund | 44,890 | $2.81M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 44,840 | $2.80M | 0.05% | +1,152+2.6% | Added |
| Securian Asset Management, Inc | 44,831 | $2.80M | 0.06% | −465−1.0% | Reduced |
| Aigen Investment Management, LP | 44,650 | $2.79M | 0.54% | +10,021+28.9% | Added |
| United Capital Financial Advisers, LLC | 44,277 | $2.77M | 0.01% | −584−1.3% | Reduced |
| ARS Investment Partners, LLC | 43,795 | $2.74M | 0.27% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 43,729 | $2.73M | 0.04% | −41,620−48.8% | Reduced |
| Daiwa Securities Group Inc. | 43,461 | $2.72M | 0.02% | +3,536+8.9% | Added |
| First Dallas Securities Inc. | 42,555 | $2.66M | 1.84% | +3,308+8.4% | Added |
| Focus Financial Network, Inc. | 41,539 | $2.62M | 0.35% | −331−0.8% | Reduced |
| Crossmark Global Holdings, Inc. | 41,644 | $2.60M | 0.06% | +500+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 41,494 | $2.59M | 0.03% | −2,044−4.7% | Reduced |
| Maryland State Retirement & Pension System | 41,037 | $2.57M | 0.07% | +1,118+2.8% | Added |
| Jane Street Group, LLC | 41,106 | $2.57M | 0.01% | +15,917+63.2% | Added |
| Teachers Retirement System of the State of Kentucky | 40,907 | $2.56M | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 40,798 | $2.55M | 0.29% | −1,200−2.9% | Reduced |
| Quadrature Capital Ltd | 39,725 | $2.48M | 0.09% | +26,641+203.6% | Added |
| Edgestream Partners, L.P. | 39,432 | $2.46M | 0.15% | +19,532+98.2% | Added |
| Truist Financial Corp | 39,171 | $2.45M | 0.00% | +1,446+3.8% | Added |
| Wedbush Securities Inc | 38,607 | $2.41M | 0.11% | +2,011+5.5% | Added |
| Mercer Global Advisors Inc | 38,067 | $2.38M | 0.02% | +1,290+3.5% | Added |
| Schroder Investment Management Group | 37,872 | $2.37M | 0.00% | −8,668−18.6% | Reduced |
| Harbour Investments, Inc. | 37,267 | $2.33M | 0.07% | −140−0.4% | Reduced |
| First Bank & Trust | 37,074 | $2.32M | 1.06% | −2,700−6.8% | Reduced |
| Elo Mutual Pension Insurance Co | 36,910 | $2.31M | 0.07% | 00.0% | Unchanged |
| Seeyond | 36,810 | $2.30M | 0.22% | −373−1.0% | Reduced |
| 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 |
| Connor, Clark & Lunn Investment Management Ltd. | 36,462 | $2.28M | 0.01% | +1,218+3.5% | Added |
| Wealthfront Advisers LLC | 36,075 | $2.25M | 0.01% | −17,842−33.1% | Reduced |
| Icon Advisers Inc | 35,800 | $2.24M | 0.38% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35,486 | $2.22M | 0.01% | +1,534+4.5% | Added |
| New Mexico Educational Retirement Board | 35,178 | $2.20M | 0.08% | −700−2.0% | Reduced |
| Blair William & Co | 34,750 | $2.17M | 0.01% | −406−1.2% | Reduced |
| Bogart Wealth, LLC | 34,597 | $2.16M | 0.22% | +6,598+23.6% | Added |
| Robeco Institutional Asset Management B.V. | 34,052 | $2.13M | 0.00% | −9,997−22.7% | Reduced |
| Bremer Bank National Association | 33,421 | $2.09M | 0.41% | +71+0.2% | Added |
| Advisors Asset Management, Inc. | 32,956 | $2.06M | 0.03% | −904−2.7% | Reduced |
| Kentucky Retirement Systems | 32,753 | $2.05M | 0.10% | +1,412+4.5% | Added |
| Baird Financial Group, Inc. | 32,595 | $2.04M | 0.01% | +3,650+12.6% | Added |
| Illinois Municipal Retirement Fund | 32,523 | $2.03M | 0.07% | +22,682+230.5% | Added |
| Epiq Partners, LLC | 32,506 | $2.03M | 0.94% | +4,050+14.2% | Added |
| Commerce Bank | 31,801 | $1.99M | 0.01% | +2,151+7.3% | Added |
| Investors Financial Group, LLC | 31,093 | $1.94M | 1.03% | +213+0.7% | Added |
| Stephens Inc | 31,049 | $1.94M | 0.03% | −23,221−42.8% | Reduced |
| Hexavest Inc. | 30,729 | $1.92M | 0.12% | −18,028−37.0% | Reduced |
| Stratos Wealth Partners, LTD. | 30,197 | $1.89M | 0.05% | −668−2.2% | Reduced |
| Central Bank & Trust Co | 29,979 | $1.87M | 0.31% | −1,624−5.1% | Reduced |
| Kinneret Advisory, LLC | 29,639 | $1.87M | 0.22% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,630 | $1.85M | 0.03% | +323+1.1% | Added |
| MD Financial Management Inc. | 29,566 | $1.85M | 0.05% | +983+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 29,023 | $1.81M | 0.00% | +1,343+4.9% | Added |
| First Republic Investment Management, Inc. | 28,055 | $1.75M | 0.00% | +4,980+21.6% | Added |
| MUFG Securities EMEA plc | 28,000 | $1.75M | 0.02% | −53,000−65.4% | Reduced |
| Sheets Smith Wealth Management | 27,930 | $1.75M | 0.24% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 27,832 | $1.74M | 0.09% | +336+1.2% | Added |
| Koshinski Asset Management, Inc. | 27,726 | $1.73M | 0.15% | +11,844+74.6% | Added |
| Schonfeld Strategic Advisors LLC | 27,692 | $1.73M | 0.02% | −130,108−82.5% | Reduced |
| Xponance, Inc. | 27,201 | $1.70M | 0.03% | −2,453−8.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,717 | $1.67M | 0.03% | +2,276+9.3% | Added |
| Tower Research Capital LLC (TRC) | 26,527 | $1.66M | 0.04% | +779+3.0% | Added |
| 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 |
| Marshall Wace North America L.P. | 25,508 | $1.59M | 0.01% | −185,380−87.9% | Reduced |