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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1,473 | $92.0K | 0.02% | +3+0.2% | Added |
| Dividend Assets Capital, LLC | 1,460 | $91.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,427 | $89.0K | 0.00% | +49+3.6% | Added |
| Harbor Investment Advisory, LLC | 1,410 | $88.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,355 | $85.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,283 | $80.0K | 0.02% | +32+2.6% | Added |
| Leelyn Smith, LLC | 1,260 | $79.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,220 | $77.0K | 0.05% | +6+0.5% | Added |
| Trustcore Financial Services, LLC | 1,204 | $75.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,176 | $74.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,148 | $72.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,152 | $72.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,120 | $70.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,100 | $69.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,080 | $67.0K | 0.02% | +7+0.7% | Added |
| Evoke Wealth, LLC | 1,060 | $66.0K | 0.00% | −30−2.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $64.0K | 0.04% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 1,028 | $64.0K | 0.00% | +318+44.8% | Added |
| Howe & Rusling Inc | 995 | $62.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 991 | $62.0K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 958 | $62.0K | 0.00% | +429+81.1% | Added |
| Monetary Management Group Inc | 1,000 | $62.0K | 0.02% | +500+100.0% | Added |
| Versant Capital Management, Inc | 970 | $61.0K | 0.02% | −45−4.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 972 | $61.0K | 0.03% | +972 | New |
| Charter Oak Capital Management, LLC | 967 | $60.0K | 0.01% | −25−2.5% | Reduced |
| Ancora Advisors, LLC | 940 | $59.0K | 0.00% | +40+4.4% | Added |
| Altshuler Shaham Ltd | 925 | $58.0K | 0.00% | −56−5.7% | Reduced |
| CVA Family Office, LLC | 825 | $57.0K | 0.04% | −210−20.3% | Reduced |
| Tower View Investment Management & Research LLC | 916 | $57.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $56.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 888 | $55.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 841 | $53.0K | 0.00% | −339−28.7% | Reduced |
| Hoese & Co LLP | 836 | $52.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 829 | $52.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 800 | $50.4K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $50.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 800 | $50.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 799 | $49.0K | 0.01% | +60+8.1% | Added |
| FinTrust Capital Advisors, LLC | 769 | $48.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 767 | $48.0K | 0.00% | +93+13.8% | Added |
| Emfo, LLC | 745 | $47.0K | 0.04% | +745 | New |
| Addison Advisors LLC | 720 | $45.0K | 0.04% | 00.0% | Unchanged |
| Optimum Investment Advisors | 700 | $44.0K | 0.02% | −170−19.5% | Reduced |
| Lowe Wealth Advisors, LLC | 658 | $41.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 627 | $39.0K | 0.00% | −40−6.0% | Reduced |
| Capital Advisors, Ltd. LLC | 623 | $39.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 620 | $39.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 616 | $39.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 631 | $39.0K | 0.02% | +552+698.7% | Added |
| BBVA USA | 605 | $38.0K | 0.00% | −283−31.9% | Reduced |
| First Quadrant L P | 612 | $38.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 600 | $38.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 604 | $38.0K | 0.00% | +53+9.6% | Added |
| Meridian Wealth Partners, LLC | 602 | $38.0K | 0.01% | +602 | New |
| Cutler Group LP | 600 | $37.0K | 0.00% | +460+328.6% | Added |
| West Branch Capital LLC | 575 | $36.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 560 | $35.0K | 0.03% | +1+0.2% | Added |
| Parkside Financial Bank & Trust | 533 | $34.0K | 0.01% | −26−4.7% | Reduced |
| Creative Financial Designs Inc | 546 | $34.0K | 0.01% | +3+0.6% | Added |
| Thompson Siegel & Walmsley LLC | 532 | $33.0K | 0.00% | −461−46.4% | Reduced |
| Gemmer Asset Management LLC | 524 | $33.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 529 | $33.0K | 0.00% | +529 | New |
| Gs Investments, Inc. | 504 | $32.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 450 | $28.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 452 | $28.0K | 0.01% | +2+0.4% | Added |
| Glassman Wealth Services | 440 | $28.0K | 0.01% | +16+3.8% | Added |
| Albion Financial Group | 406 | $25.0K | 0.00% | −75−15.6% | Reduced |
| Glen Eagle Advisors, LLC | 400 | $25.0K | 0.01% | −10−2.4% | Reduced |
| Old North State Trust, LLC | 400 | $25.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $22.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 323 | $20.0K | 0.00% | −38,561−99.2% | Reduced |
| Catalyst Capital Advisors LLC | 323 | $20.0K | 0.00% | −7−2.1% | Reduced |
| Webster Bank, N. A. | 325 | $20.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 314 | $20.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $20.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $19.0K | 0.00% | −41−12.0% | Reduced |
| Duncker Streett & Co Inc | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 290 | $18.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 282 | $18.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 282 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 286 | $18.0K | 0.01% | +161+128.8% | Added |
| Arkadios Wealth Advisors | 275 | $17.0K | 0.00% | −25−8.3% | Reduced |
| Oakworth Capital, Inc. | 269 | $17.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 248 | $16.0K | 0.00% | −688−73.5% | Reduced |
| Clearview Wealth Advisors LLC | 257 | $16.0K | 0.01% | +1+0.4% | Added |
| Princeton Global Asset Management LLC | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $15.6K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 240 | $15.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 235 | $15.0K | 0.01% | +235 | New |
| USA Financial Portformulas Corp | 223 | $14.0K | 0.01% | +216+3,085.7% | Added |
| Brown Brothers Harriman & Co | 209 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $13.0K | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 200 | $13.0K | 0.01% | +200 | New |
| Kelly Financial Services LLC | 170 | $10.6K | 0.01% | −11,045−98.5% | Reduced |
| West Paces Advisors Inc. | 170 | $10.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $10.0K | 0.00% | −44−22.1% | Reduced |