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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 25,085 | $1.57M | 0.02% | −7,971−24.1% | Reduced |
| Blueshift Asset Management, LLC | 25,028 | $1.56M | 0.09% | +558+2.3% | Added |
| Harvest Volatility Management LLC | 24,828 | $1.55M | 0.07% | +9,374+60.7% | Added |
| Private Advisor Group, LLC | 24,778 | $1.55M | 0.01% | +7,683+44.9% | Added |
| White Pine Capital LLC | 24,176 | $1.51M | 0.46% | −200−0.8% | Reduced |
| Townsend & Associates, Inc | 24,069 | $1.50M | 0.74% | +122+0.5% | Added |
| Virtus ETF Advisers LLC | 23,796 | $1.49M | 0.65% | +1,582+7.1% | Added |
| Polar Asset Management Partners Inc. | 23,612 | $1.48M | 0.02% | +7,320+44.9% | Added |
| D.A. Davidson & Co. | 23,114 | $1.45M | 0.02% | −3,505−13.2% | Reduced |
| South Dakota Investment Council | 22,647 | $1.42M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 22,519 | $1.41M | 0.01% | −1,738−7.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,415 | $1.40M | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 22,109 | $1.38M | 0.05% | +637+3.0% | Added |
| Valtinson Bruner Financial Planning LLC | 20,538 | $1.35M | 0.74% | +1,452+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,828 | $1.34M | 0.02% | −24,661−54.2% | Reduced |
| Regions Financial Corp | 21,353 | $1.33M | 0.01% | +2,150+11.2% | Added |
| Evercore Wealth Management, LLC | 21,278 | $1.33M | 0.02% | 00.0% | Unchanged |
| 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 |
| Walleye Trading LLC | 20,909 | $1.31M | 0.03% | +14,115+207.8% | Added |
| Advisor Partners LLC | 20,886 | $1.30M | 0.09% | −388−1.8% | Reduced |
| Allstate Corp | 20,779 | $1.30M | 0.05% | −1,176−5.4% | Reduced |
| Benjamin Edwards Inc | 20,427 | $1.28M | 0.78% | +9,231+82.4% | Added |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,019 | $1.25M | 0.00% | −315,947−94.0% | Reduced |
| NatWest Group plc | 19,595 | $1.23M | 0.66% | +1,291+7.1% | Added |
| Tiaa, FSB | 19,224 | $1.20M | 0.00% | −636−3.2% | Reduced |
| Fiduciary Trust Co | 19,184 | $1.20M | 0.02% | −233−1.2% | Reduced |
| Atria Investments LLC | 18,981 | $1.19M | 0.02% | +1,892+11.1% | Added |
| Cypress Capital Group | 18,935 | $1.18M | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 18,832 | $1.18M | 0.04% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 18,052 | $1.13M | 0.30% | −98−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 17,975 | $1.12M | 0.02% | +1,243+7.4% | Added |
| STRS Ohio | 17,807 | $1.11M | 0.00% | −3,549−16.6% | Reduced |
| M&T Bank Corp | 17,589 | $1.10M | 0.00% | −200−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,411 | $1.09M | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,283 | $1.08M | 0.08% | −243−1.4% | Reduced |
| Sigma Planning Corp | 17,154 | $1.07M | 0.03% | −2,490−12.7% | Reduced |
| Acadian Asset Management LLC | 17,083 | $1.07M | 0.00% | −1,949−10.2% | Reduced |
| Carlson Capital Management | 16,667 | $1.04M | 0.11% | +3,060+22.5% | Added |
| Vontobel Holding Ltd. | 16,653 | $1.04M | 0.01% | +968+6.2% | Added |
| Berger Financial Group, Inc | 16,559 | $1.03M | 0.19% | +995+6.4% | Added |
| Cigna Investments Inc | 16,539 | $1.03M | 0.08% | −127−0.8% | Reduced |
| WealthTrust Axiom LLC | 16,501 | $1.03M | 0.35% | −500−2.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 16,252 | $1.02M | 0.84% | +20.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.01M | 0.14% | 00.0% | Unchanged |
| FORA Capital, LLC | 16,217 | $1.01M | 0.26% | +10,781+198.3% | Added |
| Lazard Asset Management LLC | 16,195 | $1.01M | 0.00% | −4,704−22.5% | Reduced |
| Optimal Asset Management, Inc. | 15,869 | $992.0K | 0.12% | +42+0.3% | Added |
| MML Investors Services, LLC | 15,807 | $988.0K | 0.01% | +367+2.4% | Added |
| Palladium Partners LLC | 15,389 | $962.0K | 0.04% | −1,481−8.8% | Reduced |
| IBM Retirement Fund | 15,282 | $955.0K | 0.07% | +52+0.3% | Added |
| Hotaling Investment Management, LLC | 15,233 | $952.0K | 0.40% | +1,337+9.6% | Added |
| Accredited Investors Inc. | 14,970 | $936.0K | 0.10% | +70.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,639 | $915.0K | 0.10% | +631+4.5% | Added |
| World Asset Management Inc | 14,471 | $904.0K | 0.09% | −501−3.3% | Reduced |
| Quantamental Technologies LLC | 14,439 | $902.0K | 0.60% | +4,286+42.2% | Added |
| Eqis Capital Management, Inc. | 14,331 | $896.0K | 0.07% | +436+3.1% | Added |
| SRS Capital Advisors, Inc. | 14,299 | $894.0K | 0.12% | +178+1.3% | Added |
| Glenmede Trust Co NA | 14,133 | $883.0K | 0.00% | +110+0.8% | Added |
| Everence Capital Management Inc | 14,114 | $882.0K | 0.07% | 00.0% | Unchanged |
| F3Logic, LLC | 14,089 | $881.0K | 0.12% | −98−0.7% | Reduced |
| Roosevelt Investment Group LLC | 13,958 | $872.0K | 0.05% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 13,825 | $864.0K | 0.20% | +48+0.3% | Added |
| National Asset Management, Inc. | 13,681 | $856.0K | 0.03% | −1,124−7.6% | Reduced |
| Veritable, L.P. | 13,629 | $852.0K | 0.01% | +3,083+29.2% | Added |
| Nomura Holdings Inc | 13,526 | $845.0K | 0.01% | +13,526 | New |
| Venturi Wealth Management, LLC | 13,403 | $838.0K | 0.07% | +2,009+17.6% | Added |
| Old Port Advisors | 12,970 | $834.0K | 0.30% | −1,311−9.2% | Reduced |
| Bokf, NA | 13,338 | $833.0K | 0.01% | +13,338 | New |
| Great Valley Advisor Group, Inc. | 13,154 | $822.0K | 0.06% | −477−3.5% | Reduced |
| West Family Investments, Inc. | 13,116 | $820.0K | 0.22% | +2,864+27.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,068 | $816.0K | 0.07% | +12,662+3,118.7% | Added |
| First Citizens Bank & Trust Co | 12,798 | $800.0K | 0.04% | +94+0.7% | Added |
| IFP Advisors, Inc | 12,529 | $785.0K | 0.02% | +656+5.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,317 | $770.0K | 0.28% | +2,901+30.8% | Added |
| BerganKDV Wealth Management, LLC | 12,248 | $765.0K | 0.09% | −946−7.2% | Reduced |
| Group One Trading, L.P. | 11,774 | $736.0K | 0.02% | +11,774 | New |
| Chesapeake Wealth Management | 11,580 | $724.0K | 0.26% | −3,136−21.3% | Reduced |
| Coastline Trust Co | 11,550 | $722.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 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 |
| FineMark National Bank & Trust | 11,390 | $712.0K | 0.03% | −66−0.6% | Reduced |
| Bard Financial Services, Inc. | 11,375 | $711.0K | 0.06% | 00.0% | Unchanged |
| Kepos Capital LP | 11,330 | $708.0K | 0.05% | +8,525+303.9% | Added |
| 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 |
| TCW Group Inc | 11,204 | $700.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10,936 | $684.0K | 0.10% | +500+4.8% | Added |
| Campbell & CO Investment Adviser LLC | 10,865 | $679.0K | 0.22% | +10,865 | New |
| Cahill Financial Advisors Inc | 10,832 | $677.0K | 0.14% | +9+0.1% | Added |
| Aveo Capital Partners, LLC | 10,571 | $661.0K | 0.14% | −24−0.2% | Reduced |
| O'Brien Greene & Co. Inc | 10,525 | $658.0K | 0.24% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 10,500 | $656.0K | 0.00% | +100+1.0% | 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 |
| HighPoint Advisor Group LLC | 10,469 | $654.0K | 0.06% | +72+0.7% | Added |