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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, Q4 2021

Institutional positions in Xcel Energy Inc as of Dec 31, 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
912
+92 vs. Q3 2021
Shares held
408.9M
+4.75M (+1.2%) vs. Q3 2021
Total value
$27.7B
+$2.42B (+9.6%) vs. Q3 2021
New holders
157
307 more added
Sold out
65
287 more reduced

16 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 912 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2021: $27.7B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2021.

Institutions holding XEL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp7$00.00%−216−96.9%Reduced
Lenox Wealth Advisors, LLC4$00.00%00.0%Unchanged
Sierra Capital LLC5$00.00%+5New
Atlas Capital Advisors LLC8$5410.00%00.0%Unchanged
Capital Advisors, Ltd. LLC10$1.00K0.00%−613−98.4%Reduced
Eagle Bay Advisors LLC14$1.00K0.00%−38−73.1%Reduced
Column Capital Advisors, LLC14$1.00K0.00%−24−63.2%Reduced
TFC Financial Management11$1.00K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC8$1.00K0.00%+8New
Cassady Schiller Wealth Management, LLC16$1.00K0.00%+16New
Castle Financial & Retirement Planning Associates, Inc.33$2.00K0.01%+33New
Core Alternative Capital29$2.00K0.00%+29New
Standard Family Office LLC28$2.00K0.02%+28New
Curi Capital33$2.00K0.00%+33New
Schubert & Co26$2.00K0.00%+26New
Fortitude Advisory Group L.L.C.36$2.00K0.00%+36New
First Financial Corp48$3.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc50$3.00K0.00%00.0%Unchanged
Arlington Partners LLC51$3.00K0.00%+51New
Sound Income Strategies, LLC43$3.00K0.00%+43New
Optiver Holding B.V.45$3.00K0.00%+45New
Missouri Trust & Investment Co50$3.00K0.00%+50New
West Paces Advisors Inc.53$3.59K0.00%−117−68.8%Reduced
Raffa Wealth Management, LLC57$3.86K0.00%−393−87.3%Reduced
Westside Investment Management, Inc.66$4.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc62$4.00K0.00%+27+77.1%Added
Newbridge Financial Services Group, Inc.79$5.00K0.00%−552−87.5%Reduced
Adirondack Trust Co80$5.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC76$5.00K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC67$5.00K0.00%+67New
Zullo Investment Group, Inc.70$5.00K0.00%+70New
Cedar Mountain Advisors, LLC89$6.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC85$6.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC96$6.00K0.00%+96New
Cribstone Capital Management, LLC110$7.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB104$7.00K0.00%+22+26.8%Added
Asset Dedication, LLC105$7.00K0.00%+70+200.0%Added
Pittenger & Anderson Inc122$8.00K0.00%00.0%Unchanged
MV Capital Management, Inc.115$8.00K0.00%−5−4.2%Reduced
Exchange Traded Concepts, LLC116$8.00K0.00%+1+0.9%Added
Tarbox Family Office, Inc.115$8.00K0.00%−2−1.7%Reduced
Coastal Capital Group, Inc.119$8.00K0.00%+11+10.2%Added
Carolinas Wealth Consulting LLC117$8.00K0.00%−1−0.8%Reduced
Financial Avengers, Inc.111$8.00K0.00%+1+0.9%Added
Rather & Kittrell, Inc.132$8.00K0.01%+132New
CarsonAllaria Wealth Management, Ltd.125$9.00K0.01%+125New
Snowden Capital Advisors LLC139$9.00K0.00%+139New
Valley National Advisers Inc155$10.0K0.00%00.0%Unchanged
Retirement Group, LLC153$10.0K0.00%+153New
Retirement Planning Co of New England, Inc.162$10.0K0.00%+162New
Comprehensive Financial Consultants Institutional, Inc.157$10.0K0.01%+157New
Brown Brothers Harriman & Co158$11.0K0.00%−51−24.4%Reduced
Investors Research Corp162$11.0K0.00%00.0%Unchanged
Horan Securities, Inc.164$11.0K0.01%+164New
Kelly Financial Services LLC170$11.5K0.01%00.0%Unchanged
Seldon Capital LP195$13.0K0.01%+195New
Amplius Wealth Advisors, LLC200$13.0K0.00%+200New
Widmann Financial Services, Inc.199$13.0K0.01%+199New
Covington Capital Management200$14.0K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.202$14.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.200$14.0K0.01%00.0%Unchanged
Elmwood Wealth Management, Inc.200$14.0K0.01%+200New
Fieldpoint Private Securities, LLC240$16.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC230$16.0K0.01%+230New
Leverty Financial Group, LLC241$16.0K0.01%+241New
Investmark Advisory Group LLC250$16.0K0.01%+250New
Princeton Global Asset Management LLC250$17.0K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC258$17.0K0.01%+1+0.4%Added
Tyler-Stone Wealth Management250$17.0K0.01%+250New
Oakworth Capital, Inc.269$18.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.290$19.6K0.01%00.0%Unchanged
Catalyst Capital Advisors LLC298$20.0K0.00%−25−7.7%Reduced
Duncker Streett & Co Inc300$20.0K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC300$20.0K0.00%00.0%Unchanged
JJJ Advisors Inc.295$20.0K0.01%+13+4.6%Added
Signet Financial Management, LLC300$20.0K0.00%+300New
Brown, Lisle/Cummings, Inc.310$21.0K0.01%+310New
Enterprise Trust & Investment Co314$21.0K0.01%00.0%Unchanged
Webster Bank, N. A.325$22.0K0.00%00.0%Unchanged
TSFG, LLC319$22.0K0.01%00.0%Unchanged
Earnest Partners LLC327$22.0K0.00%+327New
EverSource Wealth Advisors, LLC328$22.0K0.01%+328New
Gibson Wealth Advisors LLC329$22.0K0.02%+329New
Albion Financial Group350$24.0K0.00%−56−13.8%Reduced
Country Trust Bank350$24.0K0.00%00.0%Unchanged
Compagnie Lombard Odier SCmA350$24.0K0.00%00.0%Unchanged
Private Capital Group, LLC347$24.0K0.01%00.0%Unchanged
Group One Trading, L.P.383$26.0K0.00%−11,391−96.7%Reduced
Future Financial Wealth Managment LLC387$26.0K0.02%+387New
Old North State Trust, LLC400$27.0K0.02%00.0%Unchanged
Equitec Proprietary Markets, LLC400$27.0K0.01%+400New
Glen Eagle Advisors, LLC400$27.1K0.01%00.0%Unchanged
First Quadrant L P412$28.0K0.00%−200−32.7%Reduced
Lumature Wealth Partners, LLC407$28.0K0.01%+121+42.3%Added
TAP Consulting, LLC417$28.0K0.01%+417New
Livforsakringsbolaget Skandia, Omsesidigt429$29.0K0.00%−529−55.2%Reduced
Johnson Financial Group, Inc.425$29.0K0.00%+425New
Covestor Ltd457$31.0K0.04%+457New
Ulland Investment Advisors, LLC470$32.0K0.02%+470New
Gs Investments, Inc.504$34.0K0.02%00.0%Unchanged