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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 4,269 | $289.0K | 0.04% | −57−1.3% | Reduced |
| Smith Anglin Financial, LLC | 4,287 | $290.0K | 0.05% | +4,287 | New |
| First Business Financial Services, Inc. | 4,291 | $291.0K | 0.03% | +4,291 | New |
| USAdvisors Wealth Management, LLC | 4,314 | $292.0K | 0.12% | +25+0.6% | Added |
| Synovus Financial Corp | 4,351 | $293.0K | 0.00% | +92+2.2% | Added |
| Soltis Investment Advisors LLC | 4,374 | $296.0K | 0.04% | +13+0.3% | Added |
| Fulton Bank, N.A. | 4,389 | $297.0K | 0.01% | −20.0% | Reduced |
| Kestra Private Wealth Services, LLC | 4,392 | $297.0K | 0.01% | +305+7.5% | Added |
| North Star Asset Management Inc | 4,402 | $298.0K | 0.01% | −155−3.4% | Reduced |
| Gilman Hill Asset Management, LLC | 4,400 | $298.0K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,412 | $299.0K | 0.01% | −226−4.9% | Reduced |
| First Horizon Advisors, Inc. | 4,427 | $299.0K | 0.01% | −158−3.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $301.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,445 | $301.0K | 0.01% | +12+0.3% | Added |
| CWA Asset Management Group, LLC | 4,496 | $304.0K | 0.02% | −334−6.9% | Reduced |
| South State Corp. | 4,488 | $304.0K | 0.02% | +1,124+33.4% | Added |
| Venture Visionary Partners LLC | 4,524 | $306.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,512 | $306.0K | 0.00% | +308+7.3% | Added |
| Destination Wealth Management | 4,558 | $309.0K | 0.01% | −47−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $309.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,568 | $309.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,561 | $309.0K | 0.01% | +862+23.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 4,573 | $310.0K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,593 | $311.0K | 0.09% | −8,523−65.0% | Reduced |
| Planning Center, Inc. | 4,479 | $312.0K | 0.25% | +4,479 | New |
| Tokio Marine Asset Management Co Ltd | 4,628 | $313.0K | 0.02% | +112+2.5% | Added |
| 55I, LLC | 4,660 | $315.0K | 0.01% | +1,032+28.4% | Added |
| Nicollet Investment Management, Inc. | 4,696 | $318.0K | 0.13% | −34−0.7% | Reduced |
| Metis Global Partners, LLC | 4,701 | $318.0K | 0.09% | +4,701 | New |
| Tandem Investment Advisors, Inc. | 4,745 | $321.0K | 0.02% | −40−0.8% | Reduced |
| Ingalls & Snyder LLC | 4,758 | $322.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,754 | $322.0K | 0.02% | +1,230+34.9% | Added |
| Zacks Investment Management | 4,764 | $323.0K | 0.00% | −8−0.2% | Reduced |
| XTX Topco Ltd | 4,784 | $324.0K | 0.18% | +4,784 | New |
| Csenge Advisory Group | 4,843 | $325.0K | 0.03% | −6−0.1% | Reduced |
| Federated Hermes, Inc. | 4,818 | $326.0K | 0.00% | −150−3.0% | Reduced |
| Adviser Investments LLC | 4,830 | $327.0K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,825 | $327.0K | 0.02% | +15+0.3% | Added |
| Leavell Investment Management, Inc. | 4,860 | $331.0K | 0.02% | +38+0.8% | Added |
| Abbrea Capital, LLC | 4,874 | $332.0K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,900 | $332.0K | 0.80% | +4,900 | New |
| Castle Rock Wealth Management, LLC | 4,915 | $335.0K | 0.14% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,089 | $336.0K | 0.02% | −39,561−88.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,013 | $339.0K | 0.03% | +1,586+46.3% | Added |
| FDx Advisors, Inc. | 5,025 | $340.0K | 0.01% | +682+15.7% | Added |
| Kingsview Wealth Management, LLC | 5,080 | $344.0K | 0.01% | −217−4.1% | Reduced |
| Quantinno Capital Management LP | 5,093 | $345.0K | 0.06% | +5,093 | New |
| Corundum Group, Inc. | 5,106 | $346.0K | 0.23% | +502+10.9% | Added |
| North Point Portfolio Managers Corp | 5,146 | $348.0K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,167 | $350.0K | 0.02% | +542+11.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,182 | $351.0K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 5,217 | $353.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,210 | $353.0K | 0.06% | +5,084+4,034.9% | Added |
| Bessemer Group Inc | 5,243 | $355.0K | 0.00% | −4,426−45.8% | Reduced |
| Peak Asset Management, LLC | 5,256 | $356.0K | 0.08% | 00.0% | Unchanged |
| Conning Inc. | 5,331 | $361.0K | 0.01% | −584−9.9% | Reduced |
| Sharkey, Howes & Javer | 5,333 | $361.0K | 0.08% | +5,333 | New |
| Kozak & Associates, Inc. | 5,161 | $362.0K | 0.23% | +12+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,367 | $363.0K | 0.08% | −610−10.2% | Reduced |
| James Hambro & Partners | 5,400 | $366.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 5,414 | $366.0K | 0.01% | +2,707+100.0% | Added |
| Sentry Investment Management LLC | 5,421 | $367.0K | 0.10% | +407+8.1% | Added |
| Hills Bank & Trust Co | 5,437 | $368.0K | 0.05% | −10.0% | Reduced |
| SFMG, LLC | 5,466 | $370.0K | 0.04% | −407−6.9% | Reduced |
| Samalin Investment Counsel, LLC | 5,500 | $372.0K | 0.22% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 5,507 | $373.0K | 0.00% | −525−8.7% | Reduced |
| Proequities, Inc. | 5,477 | $373.0K | 0.02% | −195−3.4% | Reduced |
| Colony Group LLC | 5,607 | $380.0K | 0.01% | +30+0.5% | Added |
| Alerus Financial NA | 5,622 | $380.0K | 0.03% | +414+7.9% | Added |
| Clarius Group, LLC | 5,617 | $380.0K | 0.03% | +500+9.8% | Added |
| Tudor Investment Corp Et Al | 5,616 | $380.0K | 0.01% | +5,616 | New |
| Johnson Midwest Financial, LLC | 5,621 | $381.0K | 0.29% | +11+0.2% | Added |
| Parallel Advisors, LLC | 5,626 | $381.0K | 0.01% | +613+12.2% | Added |
| Schnieders Capital Management LLC | 5,648 | $382.0K | 0.09% | +200+3.7% | Added |
| Symphony Financial, Ltd. Co. | 5,642 | $383.0K | 0.11% | +1,278+29.3% | Added |
| EP Wealth Advisors, LLC | 5,672 | $384.0K | 0.01% | +9+0.2% | Added |
| First Heartland Consultants, Inc. | 5,697 | $385.0K | 0.05% | +5,697 | New |
| Alpha Paradigm Partners, LLC | 5,736 | $388.0K | 0.16% | −1,883−24.7% | Reduced |
| Fisher Asset Management, LLC | 5,773 | $391.0K | 0.00% | −1,079−15.7% | Reduced |
| Chicago Partners Investment Group LLC | 5,925 | $393.0K | 0.03% | +93+1.6% | Added |
| Private Trust Co NA | 5,847 | $396.0K | 0.05% | −567−8.8% | Reduced |
| Centre Asset Management, LLC | 5,869 | $397.0K | 0.20% | +6+0.1% | Added |
| Rosenberg Matthew Hamilton | 5,864 | $397.0K | 0.14% | −442−7.0% | Reduced |
| Midwest Professional Planners, LTD. | 5,869 | $397.0K | 0.19% | +257+4.6% | Added |
| Raymond James Trust N.A. | 5,893 | $399.0K | 0.01% | −264−4.3% | Reduced |
| Sciencast Management LP | 5,765 | $400.0K | 0.07% | +5,765 | New |
| Fulcrum Asset Management LLP | – | $408.0K | 0.20% | – | – |
| RDA Financial Network | 6,071 | $411.0K | 0.17% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,074 | $411.0K | 0.03% | +245+4.2% | Added |
| Axxcess Wealth Management, LLC | 6,069 | $411.0K | 0.03% | +6,069 | New |
| Cerity Partners LLC | 6,035 | $412.0K | 0.01% | +6,035 | New |
| First Hawaiian Bank | 6,100 | $413.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 6,147 | $416.0K | 0.19% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 6,200 | $419.0K | 0.02% | +6,200 | New |
| Alley Co LLC | 6,201 | $420.0K | 0.07% | −184−2.9% | Reduced |
| Freestone Capital Holdings, LLC | 6,211 | $420.0K | 0.02% | +511+9.0% | Added |
| E Fund Management Co., Ltd. | 6,242 | $423.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,253 | $423.0K | 0.01% | +1,933+44.7% | Added |
| First National Bank Sioux Falls | 6,268 | $424.0K | 0.45% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 6,317 | $427.0K | 0.18% | −966−13.3% | Reduced |