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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 5,919 | $370.0K | 0.04% | −10,000−62.8% | Reduced |
| Conning Inc. | 5,915 | $370.0K | 0.01% | −719−10.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,832 | $370.0K | 0.03% | −25−0.4% | Reduced |
| KCM Investment Advisors LLC | 5,915 | $370.0K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 5,873 | $367.0K | 0.04% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 5,829 | $364.0K | 0.03% | −418−6.7% | Reduced |
| Wetherby Asset Management Inc | 5,763 | $360.0K | 0.02% | +197+3.5% | Added |
| Inverness Counsel LLC | 5,705 | $357.0K | 0.01% | −9,115−61.5% | Reduced |
| Proequities, Inc. | 5,672 | $357.0K | 0.02% | −27−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 5,700 | $356.0K | 0.02% | +1,166+25.7% | Added |
| EP Wealth Advisors, LLC | 5,663 | $354.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,647 | $353.0K | 0.01% | +61+1.1% | Added |
| Midwest Professional Planners, LTD. | 5,612 | $351.0K | 0.19% | +9+0.2% | Added |
| Johnson Midwest Financial, LLC | 5,610 | $351.0K | 0.29% | +10+0.2% | Added |
| Colony Group LLC | 5,577 | $349.0K | 0.01% | −17−0.3% | Reduced |
| Resolution Capital Ltd | 5,570 | $348.0K | 0.00% | +5,570 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,535 | $346.0K | 0.02% | −654−10.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,500 | $344.0K | 0.22% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,448 | $341.0K | 0.09% | +12+0.2% | Added |
| Hills Bank & Trust Co | 5,438 | $340.0K | 0.05% | 00.0% | Unchanged |
| James Hambro & Partners | 5,400 | $337.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,336 | $334.0K | 0.01% | +813+18.0% | Added |
| Kingsview Wealth Management, LLC | 5,297 | $331.0K | 0.02% | −274−4.9% | Reduced |
| Clear Street Markets LLC | 5,291 | $331.0K | 0.07% | +5,291 | New |
| Kozak & Associates, Inc. | 5,149 | $331.0K | 0.20% | +5,149 | New |
| Peak Asset Management, LLC | 5,256 | $329.0K | 0.08% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,232 | $327.0K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 5,217 | $326.0K | 0.06% | 00.0% | Unchanged |
| Alerus Financial NA | 5,208 | $325.0K | 0.03% | +1,888+56.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,182 | $324.0K | 0.01% | +5,182 | New |
| North Point Portfolio Managers Corp | 5,146 | $322.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,117 | $320.0K | 0.03% | −72−1.4% | Reduced |
| Neuberger Berman Group LLC | 6,812 | $316.0K | 0.00% | −3,419−33.4% | Reduced |
| Sentry Investment Management LLC | 5,014 | $313.0K | 0.09% | −732−12.7% | Reduced |
| Parallel Advisors, LLC | 5,013 | $313.0K | 0.01% | +53+1.1% | Added |
| Federated Hermes, Inc. | 4,968 | $310.0K | 0.00% | +274+5.8% | Added |
| Castle Rock Wealth Management, LLC | 4,915 | $308.0K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 4,926 | $308.0K | 0.00% | +700+16.6% | Added |
| Abbrea Capital, LLC | 4,874 | $307.0K | 0.05% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,874 | $305.0K | 0.04% | +511+11.7% | Added |
| Leavell Investment Management, Inc. | 4,822 | $304.0K | 0.02% | −298−5.8% | Reduced |
| Resources Investment Advisors, LLC. | 4,846 | $303.0K | 0.01% | −2,624−35.1% | Reduced |
| Csenge Advisory Group | 4,849 | $303.0K | 0.03% | +6+0.1% | Added |
| Adviser Investments LLC | 4,830 | $302.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,830 | $302.0K | 0.02% | +364+8.2% | Added |
| Calamos Wealth Management LLC | 4,810 | $301.0K | 0.02% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 4,785 | $299.0K | 0.02% | −368−7.1% | Reduced |
| Zacks Investment Management | 4,772 | $298.0K | 0.00% | +8+0.2% | Added |
| Ingalls & Snyder LLC | 4,758 | $297.0K | 0.01% | −668−12.3% | Reduced |
| Nicollet Investment Management, Inc. | 4,730 | $296.0K | 0.12% | +4,730 | New |
| Sandy Spring Bank | 4,638 | $290.0K | 0.02% | +326+7.6% | Added |
| Wealthcare Advisory Partners LLC | 4,625 | $289.0K | 0.02% | +4,625 | New |
| Destination Wealth Management | 4,605 | $288.0K | 0.01% | +47+1.0% | Added |
| Corundum Group, Inc. | 4,604 | $288.0K | 0.21% | +644+16.3% | Added |
| Marks Group Wealth Management, Inc | 4,595 | $287.0K | 0.04% | −250−5.2% | Reduced |
| First Horizon Advisors, Inc. | 4,585 | $287.0K | 0.01% | +4,328+1,684.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,573 | $286.0K | 0.07% | −570−11.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $285.0K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 4,557 | $285.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,568 | $285.0K | 0.06% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 4,526 | $283.0K | 0.01% | +4,526 | New |
| Venture Visionary Partners LLC | 4,524 | $282.0K | 0.02% | +16+0.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,516 | $282.0K | 0.03% | +928+25.9% | Added |
| Tealwood Asset Management Inc | 4,496 | $281.0K | 0.11% | +4,496 | New |
| Brookstone Capital Management | 4,323 | $278.0K | 0.01% | −884−17.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $278.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,433 | $277.0K | 0.01% | +1,333+43.0% | Added |
| Gilman Hill Asset Management, LLC | 4,400 | $275.0K | 0.07% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,391 | $274.0K | 0.01% | +4,391 | New |
| Symphony Financial, Ltd. Co. | 4,364 | $273.0K | 0.10% | −52−1.2% | Reduced |
| Soltis Investment Advisors LLC | 4,361 | $273.0K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,343 | $271.0K | 0.01% | +336+8.4% | Added |
| TCI Wealth Advisors, Inc. | 4,326 | $270.0K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 4,320 | $270.0K | 0.00% | +2,173+101.2% | Added |
| JNBA Financial Advisors | 4,311 | $269.0K | 0.04% | +73+1.7% | Added |
| Intrust Bank NA | 4,284 | $268.0K | 0.04% | −233−5.2% | Reduced |
| USAdvisors Wealth Management, LLC | 4,289 | $268.0K | 0.12% | +96+2.3% | Added |
| Woodmont Investment Counsel LLC | 4,288 | $268.0K | 0.04% | +163+4.0% | Added |
| Synovus Financial Corp | 4,259 | $267.0K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 4,242 | $265.0K | 0.00% | −669−13.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,204 | $263.0K | 0.00% | −273−6.1% | Reduced |
| Moneta Group Investment Advisors LLC | 4,192 | $262.0K | 0.01% | −28−0.7% | Reduced |
| Patton Albertson Miller Group, LLC | 4,155 | $260.0K | 0.05% | −300−6.7% | Reduced |
| Jones Financial Companies LLLP | 4,100 | $256.0K | 0.00% | −29−0.7% | Reduced |
| Ossiam | 4,095 | $256.0K | 0.01% | +4,095 | New |
| Kestra Private Wealth Services, LLC | 4,087 | $255.0K | 0.01% | −54−1.3% | Reduced |
| Wade G W & Inc | 4,085 | $255.0K | 0.01% | +408+11.1% | Added |
| Wealth Alliance | 4,065 | $254.0K | 0.06% | +51+1.3% | Added |
| Gateway Investment Advisers LLC | 4,054 | $253.0K | 0.00% | +54+1.4% | Added |
| McKinley Carter Wealth Services, Inc. | 4,009 | $251.0K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,016 | $251.0K | 0.04% | +4,016 | New |
| Chesley Taft & Associates LLC | 4,004 | $250.0K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $250.0K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,979 | $249.0K | 0.07% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,980 | $249.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $249.0K | 0.08% | 00.0% | Unchanged |
| LPWM LLC | 3,963 | $248.0K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,975 | $248.0K | 0.00% | −6−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 3,970 | $248.0K | 0.02% | +28+0.7% | Added |
| CIBC World Markets Inc. | 3,924 | $245.0K | 0.00% | −38−1.0% | Reduced |