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Livermore
Livermore
ZHEN

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

Q4 2021 vs. Q3 2021

How the institutions holding Xcel Energy Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of XEL: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders83616912+92
Shares404.7M498.5K408.9M+4.75M (+1.2%)
Value$25.3B$31.2M$27.7B+$2.42B (+9.6%)

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held Xcel Energy Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 157 by value.

Institutions new to XEL in Q4 2021
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP1,170,357$79.2M0.19%
Two Sigma Advisers, LP645,300$43.7M0.11%
Allspring Global Investments Holdings, LLC380,086$25.7M0.03%
National Bank of Canada126,633$8.58M0.04%
Quantbot Technologies LP112,145$7.59M0.62%
Yousif Capital Management, LLC105,113$7.12M0.07%
Forsta Ap-Fonden101,300$6.86M0.07%
Sit Investment Associates Inc90,840$6.15M0.14%
Balyasny Asset Management LLC80,662$5.46M0.02%
American Assets Investment Management, LLC70,000$4.74M0.51%
Lockheed Martin Investment Management Co59,500$4.03M0.22%
Pinz Capital Management, LP50,500$3.42M1.32%
Stiles Financial Services Inc43,490$2.97M1.43%
Walleye Capital LLC41,864$2.83M0.09%
Dynamic Technology Lab Private Ltd40,699$2.75M0.30%
HRT Financial LP35,242$2.38M0.01%
Bridgewater Associates, LP32,124$2.17M0.01%
Regency Capital Management Inc.30,531$2.07M1.31%
AXA S.A.29,903$2.02M0.01%
Industrial Alliance Investment Management Inc.27,971$1.89M0.04%
Waratah Capital Advisors Ltd.26,673$1.81M0.08%
Trexquant Investment LP24,436$1.65M0.10%
Dean Investment Associates, LLC21,752$1.47M0.26%
Prelude Capital Management, LLC19,519$1.32M0.07%
CWM, LLC17,936$1.21M0.01%
B. Metzler seel. Sohn & Co. AG17,757$1.21M0.02%
Verition Fund Management LLC17,122$1.16M0.01%
Stevens Capital Management LP16,433$1.11M0.26%
Capital Fund Management S.A.15,804$1.07M0.03%
Enhancing Capital LLC15,500$1.05M1.14%
Banque Pictet & Cie SA14,765$1.00M0.01%
Astrantus Ltd13,038$883.0K0.66%
Kenfarb & Co.12,885$872.0K0.64%
Finer Wealth Management, Inc.12,750$863.0K0.72%
Western Wealth Management, LLC11,863$803.0K0.08%
Oak Thistle LLC11,393$771.0K0.60%
Desjardins Global Asset Management Inc.11,079$750.0K0.06%
Los Angeles Capital Management LLC10,420$705.0K0.00%
Winton Group Ltd9,720$658.0K0.04%
Jenkins Wealth9,866$655.0K0.25%
Ergoteles LLC9,614$651.0K0.03%
Laraway Financial Inc9,270$628.0K0.56%
Lewis Capital Management, LLC8,442$572.0K0.60%
SC&H Financial Advisors, Inc.8,168$553.0K0.31%
MBB Public Markets I LLC7,923$536.0K0.01%
Pluribus Labs, LLC7,854$532.0K0.56%
Boothbay Fund Management, LLC7,171$485.0K0.02%
Occudo Quantitative Strategies LP6,862$465.0K0.04%
Picton Mahoney Asset Management6,200$419.0K0.02%
Cerity Partners LLC6,035$412.0K0.01%
Axxcess Wealth Management, LLC6,069$411.0K0.03%
Sciencast Management LP5,765$400.0K0.07%
First Heartland Consultants, Inc.5,697$385.0K0.05%
Tudor Investment Corp Et Al5,616$380.0K0.01%
Sharkey, Howes & Javer5,333$361.0K0.08%
Quantinno Capital Management LP5,093$345.0K0.06%
Machina Capital S.A.S.4,900$332.0K0.80%
XTX Topco Ltd4,784$324.0K0.18%
Metis Global Partners, LLC4,701$318.0K0.09%
Planning Center, Inc.4,479$312.0K0.25%
First Business Financial Services, Inc.4,291$291.0K0.03%
Smith Anglin Financial, LLC4,287$290.0K0.05%
Boston Private Wealth LLC4,045$274.0K0.00%
Jump Financial, LLC4,030$273.0K0.02%
HB Wealth Management, LLC4,006$271.0K0.01%
GW Henssler & Associates Ltd3,994$270.0K0.02%
Gsa Capital Partners LLP3,889$263.0K0.03%
Tradewinds, LLC.4,215$260.9K0.31%
DuPont Capital Management Corp3,817$258.0K0.01%
Lake Street Financial LLC3,711$251.0K0.04%
Cypress Capital Management LLC3,700$250.0K0.03%
Two Sigma Securities, LLC3,686$250.0K0.05%
Engine No. 1 LLC3,684$249.0K0.05%
Segment Wealth Management, LLC3,499$237.0K0.02%
Sequoia Financial Advisors, LLC3,471$235.0K0.01%
LCM Capital Management Inc3,477$235.0K0.18%
Delphia (USA) Inc.3,449$233.0K0.25%
MQS Management LLC3,411$231.0K0.37%
Buckingham Strategic Partners3,400$230.0K0.05%
Busey Wealth Management3,315$224.0K0.01%
NuWave Investment Management, LLC3,245$220.0K0.25%
Lifeworks Advisors, LLC3,237$219.0K0.17%
Rockland Trust Co3,193$216.0K0.01%
Lockerman Financial Group, Inc.3,180$215.0K0.56%
Sound View Wealth Advisors Group, LLC3,165$214.0K0.04%
Windsor Capital Management, LLC3,133$212.0K0.06%
ASB Consultores, LLC3,127$212.0K0.10%
Cornerstone Wealth Management, LLC3,133$211.0K0.02%
Wealthspire Advisors, LLC3,058$207.0K0.00%
Avidian Wealth Solutions, LLC3,005$203.0K0.01%
LifePro Asset Management2,978$202.0K0.06%
Ellenbecker Investment Group2,974$201.0K0.06%
Confluence Wealth Services, Inc.2,805$189.0K0.06%
Blueprint Investment Partners LLC2,739$185.4K0.05%
Cambridge Trust Co2,444$165.0K0.01%
Dixon Hughes Goodman Wealth Advisors LLC2,078$141.0K0.05%
Mystic Asset Management, Inc.1,975$133.0K0.06%
First Community Trust NA1,800$121.9K0.10%
WFA Asset Management Corp1,770$119.8K0.08%
ICICI Prudential Asset Management Co Ltd1,329$90.0K0.01%

Sold out (65)

Institutions that held Xcel Energy Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of XEL in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Capital World Investors7,461,922$466.4M
Covalis Capital LLP245,012$15.3M
Beach Investment Counsel Inc240,932$15.1M
LNZ Capital LP130,000$8.13M
UBS Oconnor LLC104,829$6.55M
CIBC World Markets Corp51,577$3.22M
Magnetar Financial LLC45,181$2.82M
MUFG Securities EMEA plc28,000$1.75M
Blueshift Asset Management, LLC25,028$1.56M
Polar Asset Management Partners Inc.23,612$1.48M
Wealth Enhancement Advisory Services, LLC20,828$1.34M
Dynamic Advisor Solutions LLC17,283$1.08M
Acadian Asset Management LLC17,083$1.07M
TCW Group Inc11,204$700.0K
Campbell & CO Investment Adviser LLC10,865$679.0K
Maven Securities LTD9,877$617.0K
Simplex Trading, LLC8,752$586.0K
Centaurus Financial, Inc.6,987$437.0K
Toews Corp6,700$419.0K
Meeder Asset Management Inc6,644$415.0K
Symmetry Partners, LLC6,133$388.0K
Seven Eight Capital, LP5,919$370.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,535$346.0K
Clear Street Markets LLC5,291$331.0K
Mirabella Financial Services LLP4,874$305.0K
Avantax Planning Partners, Inc.4,526$283.0K
Gladstone Institutional Advisory LLC3,970$248.0K
CIBC World Markets Inc.3,924$245.0K
1832 Asset Management L.P.3,778$238.0K
Strategy Asset Managers LLC3,737$234.0K
PEAK6 Investments LLC3,723$233.0K
WESPAC Advisors, LLC3,584$224.0K
Wolverine Trading, LLC3,481$218.0K
Flagship Harbor Advisors, LLC3,263$215.0K
Alphasimplex Group, LLC3,264$204.0K
Nicolet Bankshares Inc3,207$200.0K
Ibex Wealth Advisors2,545$159.0K
Jackson, Grant Investment Advisers, Inc.2,376$149.0K
Kowal Investment Group, LLC2,307$144.0K
NN Investment Partners Holdings N.V.2,141$134.0K
Firestone Capital Management1,580$104.0K
First Command Financial Services, Inc.1,487$93.0K
Altshuler Shaham Ltd925$58.0K
CX Institutional841$53.0K
Sterling Financial Planning, Inc.829$52.0K
Bartlett & Co. Wealth Management LLC800$50.4K
Bartlett & Co. LLC800$50.0K
Optimum Investment Advisors700$44.0K
Global Retirement Partners, LLC627$39.0K
Meridian Wealth Partners, LLC602$38.0K
Itau Unibanco Holding S.A.529$33.0K
Achmea Investment Management B.V.323$20.0K
Walled Lake Planning & Wealth Management, LLC282$18.0K
Arkadios Wealth Advisors275$17.0K
Parallax Volatility Advisers, L.P.248$16.0K
Consolidated Planning Corp235$15.0K
Capstone Investment Advisors, LLC151$9.00K
Resolute Partners Group148$9.00K
Red Tortoise LLC95$6.00K
Fure Financial Corp74$4.00K
Evolution Wealth Advisors, LLC68$4.00K
Herold Advisors, Inc.79$4.00K
MCF Advisors LLC54$3.00K
True Link Financial Advisors, LLC32$2.00K
Cordant, Inc.8$1.00K

Not filed for Q4 2021 yet (16)

Institutions that held Xcel Energy Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding XEL in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund366,927$22.9M
Hexavest Inc.30,729$1.92M
Marshall Wace North America L.P.25,508$1.59M
B. Metzler seel. Sohn & Co. Holding AG17,975$1.12M
Optimal Asset Management, Inc.15,869$992.0K
World Asset Management Inc14,471$904.0K
HighPoint Advisor Group LLC10,469$654.0K
Eudaimonia Partners, LLC7,286$455.0K
Psagot Investment House Ltd.2,363$148.0K
Sonora Investment Management, LLC2,100$131.0K
Filbrandt Wealth Management, LLC1,871$117.0K
Wealth Quarterback LLC1,220$77.0K
Berman Capital Advisors, LLC799$49.0K
BBVA USA605$38.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$15.6K
Security National Trust Co50$3.00K