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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 10,442 | $653.0K | 0.02% | −331−3.1% | Reduced |
| Apollon Wealth Management, LLC | 10,421 | $651.0K | 0.09% | +294+2.9% | Added |
| Eastern Bank | 10,335 | $646.0K | 0.03% | −1,278−11.0% | Reduced |
| First National Bank & Trust Co of Newtown | 10,302 | $644.0K | 0.13% | −150−1.4% | Reduced |
| Cetera Advisors LLC | 10,247 | $640.0K | 0.01% | +2,011+24.4% | Added |
| Coldstream Capital Management Inc | 9,200 | $635.0K | 0.03% | +71+0.8% | Added |
| Tradition Wealth Management, LLC | 10,114 | $632.0K | 0.09% | +24+0.2% | Added |
| Prime Capital Investment Advisors, LLC | 10,072 | $630.0K | 0.04% | −1,251−11.0% | Reduced |
| V Wealth Advisors LLC | 10,059 | $628.0K | 0.10% | +396+4.1% | Added |
| Amarillo National Bank | 9,985 | $624.0K | 0.13% | +755+8.2% | Added |
| Stonebridge Capital Advisors LLC | 9,940 | $621.0K | 0.08% | −457−4.4% | Reduced |
| American State Bank (Iowa) | 9,922 | $620.1K | 0.48% | 00.0% | Unchanged |
| Maven Securities LTD | 9,877 | $617.0K | 0.07% | +1,230+14.2% | Added |
| Farmers & Merchants Investments Inc | 9,690 | $606.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| First Midwest Bank Trust Division | 9,603 | $600.0K | 0.09% | +168+1.8% | Added |
| Moors & Cabot, Inc. | 9,464 | $595.0K | 0.04% | +1,431+17.8% | 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 |
| Emerald Advisors, LLC | 9,243 | $578.0K | 0.16% | +13+0.1% | Added |
| Orion Portfolio Solutions, LLC | 9,225 | $577.0K | 0.02% | −494−5.1% | Reduced |
| Charter Trust Co | 8,993 | $563.0K | 0.05% | −100−1.1% | 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 |
| Avantax Advisory Services, Inc. | 8,933 | $558.0K | 0.01% | −294−3.2% | Reduced |
| Savant Capital, LLC | 8,918 | $557.0K | 0.02% | +877+10.9% | Added |
| International Assets Investment Management, LLC | 8,783 | $549.0K | 0.10% | +33+0.4% | Added |
| Bell Bank | 8,744 | $547.0K | 0.07% | −850−8.9% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $542.0K | 0.22% | 00.0% | Unchanged |
| Summit Global Investments | 8,619 | $539.0K | 0.04% | −30,467−77.9% | 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 |
| Access Financial Services, Inc. | 8,474 | $530.0K | 0.24% | −146−1.7% | Reduced |
| Whittier Trust Co | 8,381 | $524.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 8,365 | $523.0K | 0.10% | −1,823−17.9% | Reduced |
| Seven Springs Wealth Group, LLC | 8,300 | $519.0K | 0.25% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 8,296 | $519.0K | 0.38% | +20.0% | Added |
| Buckingham Strategic Wealth, LLC | 8,241 | $515.0K | 0.01% | +138+1.7% | Added |
| Change Path, LLC | 8,239 | $515.0K | 0.03% | +2,109+34.4% | Added |
| NorthRock Partners, LLC | 8,221 | $514.0K | 0.04% | +3,082+60.0% | Added |
| First Commonwealth Financial Corp | 8,102 | $507.0K | 0.18% | −350−4.1% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $506.0K | 0.02% | +8,100 | New |
| Vident Investment Advisory, LLC | 8,007 | $501.0K | 0.02% | +539+7.2% | Added |
| Marshall Wace, LLP | 8,002 | $500.0K | 0.00% | −106,229−93.0% | Reduced |
| Welch Group, LLC | 7,990 | $499.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,814 | $492.0K | 0.01% | −94−1.2% | Reduced |
| Bigelow Investment Advisors, LLC | 7,831 | $489.0K | 0.24% | −1,498−16.1% | Reduced |
| Front Row Advisors LLC | 7,722 | $486.0K | 0.21% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,757 | $485.0K | 0.04% | +299+4.0% | Added |
| Bradley Foster & Sargent Inc | 7,719 | $482.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 7,660 | $479.0K | 0.07% | +1,243+19.4% | Added |
| Mutual Advisors, LLC | 7,648 | $478.0K | 0.03% | +10.0% | Added |
| Thomas White International Ltd | 7,627 | $477.0K | 0.07% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 7,619 | $476.0K | 0.19% | +2,179+40.1% | Added |
| Heritage Trust Co | 7,517 | $469.0K | 0.07% | −768−9.3% | Reduced |
| SNS Financial Group, LLC | 7,449 | $466.0K | 0.06% | −281−3.6% | Reduced |
| Sargent Bickham Lagudis LLC | 7,434 | $465.0K | 0.04% | +4,621+164.3% | Added |
| Goelzer Investment Management, Inc. | 7,424 | $464.0K | 0.04% | −300−3.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 7,283 | $455.0K | 0.23% | −1,223−14.4% | Reduced |
| Eudaimonia Partners, LLC | 7,286 | $455.0K | 0.08% | +26+0.4% | Added |
| Davenport & Co LLC | 7,116 | $445.0K | 0.00% | −12−0.2% | Reduced |
| Signaturefd, LLC | 7,084 | $443.0K | 0.02% | +310+4.6% | Added |
| Gofen & Glossberg LLC | 6,991 | $437.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 6,987 | $437.0K | 0.04% | +6,987 | New |
| Mitchell & Pahl Private Wealth, LLC | 6,923 | $433.0K | 0.31% | +223+3.3% | Added |
| Affiance Financial, LLC | 6,868 | $429.0K | 0.19% | −137−2.0% | Reduced |
| Fisher Asset Management, LLC | 6,852 | $428.0K | 0.00% | +640+10.3% | Added |
| JustInvest LLC | 6,811 | $426.0K | 0.04% | +660+10.7% | Added |
| Toews Corp | 6,700 | $419.0K | 0.05% | +6,700 | New |
| Meeder Asset Management Inc | 6,644 | $415.0K | 0.02% | +151+2.3% | Added |
| Empirical Finance, LLC | 6,617 | $414.0K | 0.06% | +388+6.2% | Added |
| DeDora Capital, Inc. | 6,558 | $410.0K | 0.18% | +265+4.2% | Added |
| Jackson Creek Investment Advisors LLC | 6,548 | $409.0K | 0.15% | −168−2.5% | Reduced |
| Fulcrum Asset Management LLP | – | $408.0K | 0.20% | – | – |
| Point72 Hong Kong Ltd | 6,513 | $407.0K | 0.03% | +5,074+352.6% | Added |
| Checchi Capital Advisers, LLC | 6,488 | $406.0K | 0.05% | +83+1.3% | Added |
| Umb Bank N A | 6,410 | $401.0K | 0.01% | −250−3.8% | Reduced |
| Private Trust Co NA | 6,414 | $401.0K | 0.06% | −58−0.9% | Reduced |
| Alley Co LLC | 6,385 | $399.0K | 0.07% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,863 | $398.0K | 0.21% | 00.0% | Unchanged |
| Argent Trust Co | 6,324 | $395.0K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 6,322 | $395.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,306 | $394.0K | 0.16% | −1,000−13.7% | Reduced |
| CFM Wealth Partners LLC | 6,300 | $393.0K | 0.10% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,242 | $393.0K | 0.02% | +6,242 | New |
| First National Bank Sioux Falls | 6,268 | $392.0K | 0.66% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,133 | $388.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,172 | $386.0K | 0.03% | +951+18.2% | Added |
| Raymond James Trust N.A. | 6,157 | $385.0K | 0.01% | +7+0.1% | Added |
| TD Private Client Wealth LLC | 6,147 | $384.2K | 0.02% | −35−0.6% | Reduced |
| Spire Wealth Management | 6,141 | $384.0K | 0.01% | −40−0.6% | Reduced |
| Harbour Investment Management LLC | 6,147 | $384.0K | 0.19% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 6,103 | $381.0K | 0.01% | −300−4.7% | Reduced |
| First Hawaiian Bank | 6,100 | $381.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,105 | $381.0K | 0.03% | +2,332+61.8% | Added |
| Hudson Valley Investment Advisors Inc | 6,088 | $380.0K | 0.07% | +6,088 | New |
| RDA Financial Network | 6,071 | $379.0K | 0.17% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 6,032 | $377.0K | 0.00% | +6,032 | New |
| GPS Wealth Strategies Group, LLC | 5,977 | $374.0K | 0.09% | −415−6.5% | Reduced |