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 |
|---|---|---|---|---|---|
| Aureus Asset Management, LLC | 3,885 | $243.0K | 0.02% | +465+13.6% | Added |
| Riverbridge Partners LLC | 3,810 | $238.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,778 | $238.0K | 0.00% | +3,778 | New |
| Level Four Advisory Services, LLC | 3,795 | $237.0K | 0.02% | +591+18.4% | Added |
| Accel Wealth Management | 3,780 | $236.0K | 0.15% | +18+0.5% | Added |
| Bank of Hawaii | 3,765 | $235.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,737 | $234.0K | 0.05% | +59+1.6% | Added |
| PEAK6 Investments LLC | 3,723 | $233.0K | 0.00% | −4,845−56.5% | Reduced |
| Brinker Capital Investments, LLC | 3,523 | $233.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,699 | $232.0K | 0.01% | +452+13.9% | Added |
| Reilly Financial Advisors, LLC | 3,691 | $231.0K | 0.02% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 3,703 | $231.0K | 0.09% | +3,703 | New |
| Ballentine Partners, LLC | 3,669 | $230.0K | 0.01% | −33−0.9% | Reduced |
| Belpointe Asset Management LLC | 3,653 | $228.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,627 | $227.0K | 0.02% | 00.0% | Unchanged |
| 55I, LLC | 3,628 | $227.0K | 0.01% | +3,628 | New |
| Ballast Advisors LLC | 3,610 | $226.0K | 0.09% | +4+0.1% | Added |
| Avestar Capital, LLC | 3,615 | $226.0K | 0.04% | +298+9.0% | Added |
| Stock Yards Bank & Trust Co | 3,602 | $225.0K | 0.01% | +3,602 | New |
| WESPAC Advisors, LLC | 3,584 | $224.0K | 0.14% | +3,584 | New |
| Transform Wealth, LLC | 3,567 | $223.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,560 | $223.0K | 0.00% | +204+6.1% | Added |
| Horizon Investments, LLC | 3,561 | $223.0K | 0.01% | +262+7.9% | Added |
| Austin Private Wealth, LLC | 3,559 | $222.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $222.0K | 0.15% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 3,548 | $221.8K | 0.11% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 3,543 | $221.0K | 0.03% | +36+1.0% | Added |
| Montag A & Associates Inc | 3,524 | $220.0K | 0.01% | −460−11.5% | Reduced |
| Thompson Investment Management, Inc. | 3,499 | $219.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,501 | $219.0K | 0.01% | +3,501 | New |
| Wolverine Trading, LLC | 3,481 | $218.0K | 0.00% | +3,481 | New |
| Lincoln National Corp | 3,460 | $217.0K | 0.00% | −620−15.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,263 | $215.0K | 0.02% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 3,446 | $215.0K | 0.02% | +3,446 | New |
| Laurel Wealth Advisors, Inc. | 3,427 | $214.0K | 0.04% | −1,089−24.1% | Reduced |
| Sunbelt Securities, Inc. | 3,090 | $214.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,401 | $213.0K | 0.09% | −75−2.2% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $213.0K | 0.09% | 00.0% | Unchanged |
| Washington Trust Co | 3,359 | $210.0K | 0.01% | −50−1.5% | Reduced |
| South State Corp. | 3,364 | $210.0K | 0.02% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,361 | $210.0K | 0.02% | +5+0.1% | Added |
| Donaldson Capital Management, LLC | 3,343 | $209.0K | 0.01% | −6,249−65.1% | Reduced |
| Independent Advisor Alliance | 3,323 | $208.0K | 0.01% | −52−1.5% | Reduced |
| Fairfield, Bush & Co. | 3,305 | $207.0K | 0.07% | −2,893−46.7% | Reduced |
| Doyle Wealth Management | 3,310 | $207.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,294 | $206.0K | 0.02% | −691−17.3% | Reduced |
| Institutional & Family Asset Management, LLC | 3,291 | $206.0K | 0.03% | −132−3.9% | Reduced |
| Baldwin Investment Management, LLC | 3,300 | $206.0K | 0.04% | −75−2.2% | Reduced |
| Alphasimplex Group, LLC | 3,264 | $204.0K | 0.17% | −3,569−52.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,271 | $204.0K | 0.00% | +190+6.2% | Added |
| IHT Wealth Management, LLC | 3,255 | $203.0K | 0.02% | −338−9.4% | Reduced |
| Brown Advisory Inc | 3,231 | $202.0K | 0.00% | −1,140−26.1% | Reduced |
| Chilton Capital Management LLC | 3,240 | $202.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 3,236 | $202.0K | 0.01% | +3,236 | New |
| McClarren Financial Advisors, Inc. | 3,221 | $201.0K | 0.16% | +21+0.7% | Added |
| Perpetual Investment Management Ltd | 3,200 | $200.0K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,207 | $200.0K | 0.05% | +14+0.4% | Added |
| First Manhattan Co | 3,114 | $194.0K | 0.00% | +14+0.5% | Added |
| Zions Bancorporation, N.A. | 2,956 | $185.0K | 0.02% | +2,560+646.5% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $182.0K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2,891 | $181.0K | 0.04% | +2,486+613.8% | Added |
| Trust Co | 2,882 | $180.0K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,874 | $180.0K | 0.03% | +61+2.2% | Added |
| Credit Agricole S A | 2,855 | $178.0K | 0.01% | +1,405+96.9% | Added |
| Costello Asset Management, INC | 2,800 | $175.0K | 0.11% | +1,425+103.6% | Added |
| Caldwell Trust Co | 2,753 | $172.1K | 0.02% | −100−3.5% | Reduced |
| Smithfield Trust Co | 2,726 | $172.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 2,707 | $169.0K | 0.00% | −3−0.1% | Reduced |
| Barrett Asset Management, LLC | 2,642 | $165.0K | 0.01% | −100−3.6% | Reduced |
| HM Payson & Co | 2,575 | $161.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,588 | $161.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,536 | $159.0K | 0.11% | +2+0.1% | Added |
| Ibex Wealth Advisors | 2,545 | $159.0K | 0.03% | +2,545 | New |
| Vestor Capital, LLC | 2,508 | $157.0K | 0.02% | +451+21.9% | Added |
| Founders Capital Management | 2,500 | $156.0K | 0.11% | 00.0% | Unchanged |
| Motco | 2,502 | $156.0K | 0.01% | +160+6.8% | Added |
| Deseret Mutual Benefit Administrators | 2,404 | $150.0K | 0.03% | −359−13.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $149.0K | 0.07% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 2,363 | $148.0K | 0.03% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $148.0K | 0.03% | +2,363 | New |
| Riverview Trust Co | 2,333 | $146.0K | 0.15% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 2,307 | $144.0K | 0.05% | +2,307 | New |
| Garde Capital, Inc. | 2,144 | $134.0K | 0.01% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 2,141 | $134.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,153 | $134.0K | 0.03% | +336+18.5% | Added |
| Manchester Capital Management LLC | 2,134 | $133.0K | 0.02% | +40+1.9% | Added |
| Sonora Investment Management, LLC | 2,100 | $131.0K | 0.02% | +700+50.0% | Added |
| Endurance Wealth Management, Inc. | 1,970 | $123.0K | 0.01% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,871 | $117.0K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,833 | $115.0K | 0.14% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,818 | $114.0K | 0.03% | −42−2.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $112.0K | 0.08% | −400−18.3% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $107.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,711 | $107.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,666 | $104.0K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 1,580 | $104.0K | 0.03% | +1,580 | New |
| Whittier Trust Co of Nevada Inc | 1,651 | $103.0K | 0.00% | +88+5.6% | Added |
| PSI Advisors, LLC | 1,585 | $99.0K | 0.05% | +1,585 | New |
| First Command Bank | 1,487 | $93.0K | 0.02% | +1,487 | New |
| First Command Financial Services, Inc. | 1,487 | $93.0K | 0.02% | +1,487 | New |