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 |
|---|---|---|---|---|---|
| Ellenbecker Investment Group | 2,974 | $201.0K | 0.06% | +2,974 | New |
| Jones Financial Companies LLLP | 2,985 | $202.0K | 0.00% | −1,115−27.2% | Reduced |
| LifePro Asset Management | 2,978 | $202.0K | 0.06% | +2,978 | New |
| Avidian Wealth Solutions, LLC | 3,005 | $203.0K | 0.01% | +3,005 | New |
| Zions Bancorporation, N.A. | 3,011 | $204.0K | 0.02% | +55+1.9% | Added |
| Sunbelt Securities, Inc. | 3,007 | $207.0K | 0.03% | −83−2.7% | Reduced |
| Wealthspire Advisors, LLC | 3,058 | $207.0K | 0.00% | +3,058 | New |
| Independent Advisor Alliance | 3,098 | $210.0K | 0.01% | −225−6.8% | Reduced |
| Baldwin Investment Management, LLC | 3,100 | $210.0K | 0.05% | −200−6.1% | Reduced |
| First Manhattan Co | 3,114 | $210.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,124 | $211.0K | 0.03% | +250+8.7% | Added |
| Cornerstone Wealth Management, LLC | 3,133 | $211.0K | 0.02% | +3,133 | New |
| Windsor Capital Management, LLC | 3,133 | $212.0K | 0.06% | +3,133 | New |
| ASB Consultores, LLC | 3,127 | $212.0K | 0.10% | +3,127 | New |
| Brown Advisory Inc | 3,166 | $214.0K | 0.00% | −65−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,165 | $214.0K | 0.04% | +3,165 | New |
| Lockerman Financial Group, Inc. | 3,180 | $215.0K | 0.56% | +3,180 | New |
| Rockland Trust Co | 3,193 | $216.0K | 0.01% | +3,193 | New |
| Bailard, Inc. | 3,207 | $217.0K | 0.01% | −29−0.9% | Reduced |
| Perpetual Investment Management Ltd | 3,200 | $217.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3,240 | $219.0K | 0.01% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,237 | $219.0K | 0.17% | +3,237 | New |
| IHT Wealth Management, LLC | 3,255 | $220.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3,245 | $220.0K | 0.15% | +24+0.7% | Added |
| NuWave Investment Management, LLC | 3,245 | $220.0K | 0.25% | +3,245 | New |
| Sheaff Brock Investment Advisors, LLC | 3,316 | $224.0K | 0.02% | −311−8.6% | Reduced |
| Fairfield, Bush & Co. | 3,305 | $224.0K | 0.11% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,310 | $224.0K | 0.04% | +19+0.6% | Added |
| Busey Wealth Management | 3,315 | $224.0K | 0.01% | +3,315 | New |
| Level Four Advisory Services, LLC | 3,319 | $225.0K | 0.02% | −476−12.5% | Reduced |
| Lincoln National Corp | 3,318 | $225.0K | 0.00% | −142−4.1% | Reduced |
| Donaldson Capital Management, LLC | 3,339 | $226.0K | 0.01% | −4−0.1% | Reduced |
| Wealthsource Partners, LLC | 3,365 | $228.0K | 0.02% | +4+0.1% | Added |
| Carroll Financial Associates, Inc. | 3,440 | $229.0K | 0.01% | +852+32.9% | Added |
| Peoples Financial Services Corp. | 3,400 | $230.0K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,400 | $230.0K | 0.05% | +3,400 | New |
| Meristem Family Wealth, LLC | 3,406 | $231.0K | 0.02% | −40−1.2% | Reduced |
| MQS Management LLC | 3,411 | $231.0K | 0.37% | +3,411 | New |
| Quantamental Technologies LLC | 3,446 | $233.0K | 0.12% | −10,993−76.1% | Reduced |
| Delphia (USA) Inc. | 3,449 | $233.0K | 0.25% | +3,449 | New |
| Private Capital Management LLC | 3,454 | $234.0K | 0.08% | +53+1.6% | Added |
| Sequoia Financial Advisors, LLC | 3,471 | $235.0K | 0.01% | +3,471 | New |
| LCM Capital Management Inc | 3,477 | $235.0K | 0.18% | +3,477 | New |
| Tealwood Asset Management Inc | 3,496 | $237.0K | 0.10% | −1,000−22.2% | Reduced |
| Peapack Gladstone Financial Corp | 3,507 | $237.0K | 0.00% | −53−1.5% | Reduced |
| Orgel Wealth Management, LLC | 3,507 | $237.0K | 0.02% | −36−1.0% | Reduced |
| Thompson Investment Management, Inc. | 3,499 | $237.0K | 0.03% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 3,501 | $237.0K | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,499 | $237.0K | 0.02% | +3,499 | New |
| Transform Wealth, LLC | 3,547 | $240.0K | 0.03% | −20−0.6% | Reduced |
| Financial Perspectives, Inc | 3,548 | $240.2K | 0.11% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,559 | $241.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,559 | $241.0K | 0.16% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,614 | $245.0K | 0.09% | +4+0.1% | Added |
| Ballentine Partners, LLC | 3,637 | $246.0K | 0.01% | −32−0.9% | Reduced |
| LPWM LLC | 3,663 | $248.0K | 0.13% | −300−7.6% | Reduced |
| Doyle Wealth Management | 3,667 | $248.0K | 0.02% | +357+10.8% | Added |
| Engine No. 1 LLC | 3,684 | $249.0K | 0.05% | +3,684 | New |
| Reilly Financial Advisors, LLC | 3,691 | $250.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 3,700 | $250.0K | 0.03% | +3,700 | New |
| Two Sigma Securities, LLC | 3,686 | $250.0K | 0.05% | +3,686 | New |
| Lake Street Financial LLC | 3,711 | $251.0K | 0.04% | +3,711 | New |
| Brookstone Capital Management | 3,657 | $253.0K | 0.00% | −666−15.4% | Reduced |
| Old Second National Bank of Aurora | 3,979 | $255.0K | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 3,765 | $255.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,798 | $257.0K | 0.13% | +18+0.5% | Added |
| Riverbridge Partners LLC | 3,810 | $258.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,824 | $258.0K | 0.02% | +171+4.7% | Added |
| RFG Advisory, LLC | 3,804 | $258.0K | 0.02% | +510+15.5% | Added |
| DuPont Capital Management Corp | 3,817 | $258.0K | 0.01% | +3,817 | New |
| Tradewinds, LLC. | 4,215 | $260.9K | 0.31% | +4,215 | New |
| Gsa Capital Partners LLP | 3,889 | $263.0K | 0.03% | +3,889 | New |
| Moneta Group Investment Advisors LLC | 3,900 | $264.0K | 0.01% | −292−7.0% | Reduced |
| Aureus Asset Management, LLC | 3,895 | $264.0K | 0.02% | +10+0.3% | Added |
| FORA Capital, LLC | 3,915 | $265.0K | 0.10% | −12,302−75.9% | Reduced |
| Horizon Investments, LLC | 3,907 | $265.0K | 0.01% | +346+9.7% | Added |
| Barrett Asset Management, LLC | 3,920 | $265.0K | 0.01% | +1,278+48.4% | Added |
| Intrust Bank NA | 3,945 | $267.0K | 0.03% | −339−7.9% | Reduced |
| Principle Wealth Partners LLC | 3,980 | $269.0K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,975 | $269.0K | 0.00% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,984 | $270.0K | 0.08% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 3,994 | $270.0K | 0.02% | +3,994 | New |
| Chesley Taft & Associates LLC | 4,004 | $271.0K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,000 | $271.0K | 0.11% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,003 | $271.0K | 0.01% | +401+11.1% | Added |
| HB Wealth Management, LLC | 4,006 | $271.0K | 0.01% | +4,006 | New |
| N.E.W. Advisory Services LLC | 4,016 | $272.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,030 | $273.0K | 0.02% | +4,030 | New |
| Boston Private Wealth LLC | 4,045 | $274.0K | 0.00% | +4,045 | New |
| Wade G W & Inc | 4,088 | $277.0K | 0.01% | +3+0.1% | Added |
| Woodmont Investment Counsel LLC | 4,125 | $279.0K | 0.04% | −163−3.8% | Reduced |
| Inverness Counsel LLC | 4,155 | $281.0K | 0.01% | −1,550−27.2% | Reduced |
| Patton Albertson Miller Group, LLC | 4,155 | $281.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,181 | $284.0K | 0.00% | −15,003−78.2% | Reduced |
| Avestar Capital, LLC | 4,174 | $284.0K | 0.05% | +559+15.5% | Added |
| Wealth Alliance | 4,224 | $286.0K | 0.06% | +159+3.9% | Added |
| McKinley Carter Wealth Services, Inc. | 4,221 | $286.0K | 0.02% | +212+5.3% | Added |
| NovaPoint Capital, LLC | 4,224 | $286.0K | 0.10% | +521+14.1% | Added |
| JNBA Financial Advisors | 4,238 | $287.0K | 0.04% | −73−1.7% | Reduced |
| Moody National Bank Trust Division | 4,242 | $288.0K | 0.01% | 00.0% | Unchanged |