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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 507 | $34.0K | 0.01% | +67+15.2% | Added |
| Pinebridge Investments, L.P. | 500 | $34.0K | 0.00% | +500 | New |
| Creative Financial Designs Inc | 516 | $35.0K | 0.01% | −30−5.5% | Reduced |
| Gemmer Asset Management LLC | 524 | $35.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 517 | $35.0K | 0.00% | +517 | New |
| Thompson Siegel & Walmsley LLC | 532 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 545 | $37.0K | 0.01% | +12+2.3% | Added |
| Syverson Strege & Co | 561 | $38.0K | 0.03% | +1+0.2% | Added |
| West Branch Capital LLC | 575 | $39.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 602 | $41.0K | 0.03% | +602 | New |
| Crescent Capital Consulting, LLC | 620 | $42.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 616 | $42.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 628 | $42.0K | 0.00% | +28+4.7% | Added |
| SJS Investment Consulting Inc. | 637 | $43.0K | 0.01% | +637 | New |
| Clearstead Advisors, LLC | 654 | $44.0K | 0.00% | −113−14.7% | Reduced |
| Concord Wealth Partners | 653 | $44.0K | 0.01% | +53+8.8% | Added |
| Lowe Wealth Advisors, LLC | 658 | $45.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 662 | $45.0K | 0.01% | +662 | New |
| Addison Advisors LLC | 728 | $49.0K | 0.03% | +8+1.1% | Added |
| Emfo, LLC | 745 | $50.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 769 | $52.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 763 | $52.0K | 0.01% | +311+68.8% | Added |
| Ten Capital Wealth Advisors, LLC | 800 | $54.0K | 0.02% | −172−17.7% | Reduced |
| Hudock, Inc. | 800 | $54.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $54.0K | 0.02% | 00.0% | Unchanged |
| HWG Holdings LP | 816 | $55.0K | 0.03% | +816 | New |
| Charter Oak Capital Management, LLC | 832 | $56.0K | 0.01% | −135−14.0% | Reduced |
| Hoese & Co LLP | 836 | $57.0K | 0.06% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 888 | $60.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 900 | $61.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 900 | $61.0K | 0.01% | +900 | New |
| Tower View Investment Management & Research LLC | 916 | $62.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 910 | $62.0K | 0.02% | +85+10.3% | Added |
| Ancora Advisors, LLC | 928 | $63.0K | 0.00% | −12−1.3% | Reduced |
| Insight Financial Services | 956 | $64.0K | 0.04% | +956 | New |
| Beaird Harris Wealth Management, LLC | 964 | $65.0K | 0.02% | +964 | New |
| Versant Capital Management, Inc | 970 | $66.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 991 | $67.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $68.0K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,038 | $70.0K | 0.00% | −110−9.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $70.0K | 0.04% | 00.0% | Unchanged |
| Ossiam | 1,070 | $72.0K | 0.00% | −3,025−73.9% | Reduced |
| Leelyn Smith, LLC | 1,080 | $73.0K | 0.02% | −180−14.3% | Reduced |
| Evoke Wealth, LLC | 1,066 | $73.0K | 0.00% | +6+0.6% | Added |
| Trustcore Financial Services, LLC | 1,092 | $74.0K | 0.01% | −112−9.3% | Reduced |
| Hexagon Capital Partners LLC | 1,100 | $74.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,087 | $74.0K | 0.02% | +7+0.6% | Added |
| Financial Management Professionals, Inc. | 1,120 | $76.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,132 | $77.0K | 0.01% | +1,132 | New |
| SOA Wealth Advisors, LLC. | 1,186 | $80.0K | 0.02% | −287−19.5% | Reduced |
| Neo Ivy Capital Management | 1,178 | $80.0K | 0.11% | +1,178 | New |
| Howe & Rusling Inc | 1,203 | $81.0K | 0.01% | +208+20.9% | Added |
| Lindbrook Capital, LLC | 1,213 | $82.0K | 0.01% | −70−5.5% | Reduced |
| Endurance Wealth Management, Inc. | 1,220 | $83.0K | 0.01% | −750−38.1% | Reduced |
| Gradient Investments LLC | 1,219 | $83.0K | 0.00% | +67+5.8% | Added |
| Trust Co of Vermont | 1,247 | $84.0K | 0.01% | +1,247 | New |
| Surevest, LLC | 1,272 | $86.0K | 0.02% | +1,272 | New |
| CoreCap Advisors, LLC | 1,316 | $89.0K | 0.01% | +1,316 | New |
| City State Bank | 1,316 | $89.0K | 0.05% | +1,316 | New |
| ICICI Prudential Asset Management Co Ltd | 1,329 | $90.0K | 0.01% | +1,329 | New |
| Bedel Financial Consulting, Inc. | 1,355 | $92.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 1,487 | $93.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,410 | $95.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,460 | $99.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,512 | $102.0K | 0.01% | +908+150.3% | Added |
| Marquette Asset Management, LLC | 1,515 | $103.0K | 0.02% | −1,376−47.6% | Reduced |
| PSI Advisors, LLC | 1,585 | $107.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,592 | $108.0K | 0.00% | +165+11.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,651 | $112.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,666 | $113.0K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $116.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,711 | $116.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,770 | $119.8K | 0.08% | +1,770 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $121.0K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $121.9K | 0.10% | +1,800 | New |
| Hanson & Doremus Investment Management | 1,818 | $123.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,833 | $124.0K | 0.14% | 00.0% | Unchanged |
| Motco | 1,936 | $131.0K | 0.01% | −566−22.6% | Reduced |
| Mystic Asset Management, Inc. | 1,975 | $133.0K | 0.06% | +1,975 | New |
| Cullen/Frost Bankers, Inc. | 2,042 | $139.0K | 0.00% | +866+73.6% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,078 | $141.0K | 0.05% | +2,078 | New |
| Manchester Capital Management LLC | 2,134 | $144.0K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,144 | $145.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,282 | $155.0K | 0.04% | +129+6.0% | Added |
| Riverview Trust Co | 2,333 | $158.0K | 0.09% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $160.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,384 | $161.0K | 0.10% | −152−6.0% | Reduced |
| Washington Trust Co | 2,410 | $163.0K | 0.01% | −949−28.3% | Reduced |
| Cambridge Trust Co | 2,444 | $165.0K | 0.01% | +2,444 | New |
| MUFG Americas Holdings Corp | 2,445 | $166.0K | 0.00% | +1,417+137.8% | Added |
| Founders Capital Management | 2,500 | $169.0K | 0.11% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,508 | $170.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,575 | $174.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,618 | $177.2K | 0.02% | −135−4.9% | Reduced |
| Deseret Mutual Benefit Administrators | 2,623 | $178.0K | 0.03% | +219+9.1% | Added |
| Smithfield Trust Co | 2,726 | $185.0K | 0.01% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 2,739 | $185.4K | 0.05% | +2,739 | New |
| Confluence Wealth Services, Inc. | 2,805 | $189.0K | 0.06% | +2,805 | New |
| Trust Co | 2,882 | $195.0K | 0.05% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,905 | $197.0K | 0.04% | 00.0% | Unchanged |