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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 6,322 | $428.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 6,324 | $428.0K | 0.03% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $428.0K | 0.10% | 00.0% | Unchanged |
| Heritage Trust Co | 6,336 | $429.0K | 0.06% | −1,181−15.7% | Reduced |
| Spire Wealth Management | 6,344 | $429.0K | 0.01% | +203+3.3% | Added |
| Checchi Capital Advisers, LLC | 6,346 | $430.0K | 0.05% | −142−2.2% | Reduced |
| Wetherby Asset Management Inc | 6,351 | $430.0K | 0.02% | +588+10.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,363 | $431.0K | 0.01% | +3,092+94.5% | Added |
| KCM Investment Advisors LLC | 6,415 | $434.0K | 0.02% | +500+8.5% | Added |
| Perigon Wealth Management, LLC | 6,429 | $435.0K | 0.03% | +257+4.2% | Added |
| TD Private Client Wealth LLC | 6,438 | $435.9K | 0.02% | +291+4.7% | Added |
| DeDora Capital, Inc. | 6,503 | $440.0K | 0.33% | −55−0.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,513 | $441.0K | 0.16% | −35−0.5% | Reduced |
| Toroso Investments, LLC | 6,515 | $441.0K | 0.01% | +1,179+22.1% | Added |
| Gateway Investment Advisers LLC | 6,530 | $442.0K | 0.00% | +2,476+61.1% | Added |
| Edgestream Partners, L.P. | 6,602 | $447.0K | 0.03% | −32,830−83.3% | Reduced |
| Affiance Financial, LLC | 6,868 | $465.0K | 0.19% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,862 | $465.0K | 0.04% | +6,862 | New |
| Seven Springs Wealth Group, LLC | 6,967 | $472.0K | 0.22% | −1,333−16.1% | Reduced |
| Gofen & Glossberg LLC | 6,991 | $473.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 7,047 | $477.0K | 0.04% | −387−5.2% | Reduced |
| Davenport & Co LLC | 7,118 | $482.0K | 0.00% | +20.0% | Added |
| Resolution Capital Ltd | 7,170 | $485.0K | 0.01% | +1,600+28.7% | Added |
| Boothbay Fund Management, LLC | 7,171 | $485.0K | 0.02% | +7,171 | New |
| International Assets Investment Management, LLC | 7,247 | $491.0K | 0.09% | −1,536−17.5% | Reduced |
| SNS Financial Group, LLC | 7,270 | $492.0K | 0.06% | −179−2.4% | Reduced |
| Change Path, LLC | 7,340 | $497.0K | 0.02% | −899−10.9% | Reduced |
| Goelzer Investment Management, Inc. | 7,350 | $498.0K | 0.04% | −74−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,377 | $499.0K | 0.01% | +1,274+20.9% | Added |
| Thomas White International Ltd | 7,627 | $516.0K | 0.08% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 7,646 | $518.0K | 0.24% | −185−2.4% | Reduced |
| Mutual Advisors, LLC | 7,649 | $518.0K | 0.03% | +10.0% | Added |
| V Wealth Advisors LLC | 7,725 | $523.0K | 0.08% | −2,334−23.2% | Reduced |
| Parsons Capital Management Inc | 7,722 | $523.0K | 0.04% | −35−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 7,719 | $523.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,722 | $526.0K | 0.20% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 7,780 | $527.0K | 0.34% | +857+12.4% | Added |
| Veriti Management LLC | 7,852 | $532.0K | 0.07% | +192+2.5% | Added |
| Hudson Valley Investment Advisors Inc | 7,865 | $532.0K | 0.08% | +1,777+29.2% | Added |
| Pluribus Labs, LLC | 7,854 | $532.0K | 0.56% | +7,854 | New |
| MBB Public Markets I LLC | 7,923 | $536.0K | 0.01% | +7,923 | New |
| Welch Group, LLC | 7,990 | $541.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,985 | $541.0K | 0.02% | +901+12.7% | Added |
| TownSquare Capital, LLC | 8,083 | $547.0K | 0.01% | −400−4.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,086 | $547.0K | 0.01% | −155−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 8,090 | $547.0K | 0.02% | +3,244+66.9% | Added |
| First Commonwealth Financial Corp | 8,095 | $548.0K | 0.18% | −7−0.1% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $548.0K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 8,165 | $552.0K | 0.02% | −2,170−21.0% | Reduced |
| SC&H Financial Advisors, Inc. | 8,168 | $553.0K | 0.31% | +8,168 | New |
| HighMark Wealth Management LLC | 8,223 | $557.0K | 0.35% | −73−0.9% | Reduced |
| Assetmark, Inc | 8,347 | $565.0K | 0.00% | +3,421+69.4% | Added |
| Chesapeake Wealth Management | 8,379 | $568.0K | 0.19% | −3,201−27.6% | Reduced |
| NorthRock Partners, LLC | 8,402 | $569.0K | 0.04% | +181+2.2% | Added |
| Lewis Capital Management, LLC | 8,442 | $572.0K | 0.60% | +8,442 | New |
| TrinityPoint Wealth, LLC | 8,461 | $573.0K | 0.10% | +96+1.1% | Added |
| Access Financial Services, Inc. | 8,478 | $574.0K | 0.26% | +40.0% | Added |
| First Midwest Bank Trust Division | 8,603 | $582.0K | 0.07% | −1,000−10.4% | Reduced |
| Summit Global Investments | 8,609 | $583.0K | 0.04% | −10−0.1% | Reduced |
| Vident Investment Advisory, LLC | 8,623 | $584.0K | 0.02% | +616+7.7% | Added |
| Oarsman Capital, Inc. | 8,672 | $587.0K | 0.23% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,704 | $589.0K | 0.01% | −1,543−15.1% | Reduced |
| Bell Bank | 8,744 | $592.0K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 8,873 | $601.0K | 0.05% | −120−1.3% | Reduced |
| IBM Retirement Fund | 8,953 | $606.0K | 0.08% | −6,329−41.4% | Reduced |
| Central Trust Co | 8,961 | $606.0K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,099 | $616.0K | 0.07% | +2,482+37.5% | Added |
| Avantax Advisory Services, Inc. | 9,135 | $618.0K | 0.01% | +202+2.3% | Added |
| Advisory Services Network, LLC | 9,146 | $620.0K | 0.02% | +651+7.7% | Added |
| Emerald Advisors, LLC | 9,230 | $625.0K | 0.15% | −13−0.1% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,271 | $628.0K | 0.69% | −400−4.1% | Reduced |
| Prospera Financial Services Inc | 9,275 | $628.0K | 0.03% | −104−1.1% | Reduced |
| Laraway Financial Inc | 9,270 | $628.0K | 0.56% | +9,270 | New |
| Stonebridge Capital Advisors LLC | 9,584 | $649.0K | 0.07% | −356−3.6% | Reduced |
| Ergoteles LLC | 9,614 | $651.0K | 0.03% | +9,614 | New |
| Jenkins Wealth | 9,866 | $655.0K | 0.25% | +9,866 | New |
| Amarillo National Bank | 9,695 | $656.0K | 0.13% | −290−2.9% | Reduced |
| Winton Group Ltd | 9,720 | $658.0K | 0.04% | +9,720 | New |
| Credit Agricole S A | 9,819 | $665.0K | 0.02% | +6,964+243.9% | Added |
| Illinois Municipal Retirement Fund | 9,841 | $666.0K | 0.02% | −22,682−69.7% | Reduced |
| Whittier Trust Co | 9,881 | $669.0K | 0.01% | +1,500+17.9% | Added |
| Marks Group Wealth Management, Inc | 9,887 | $669.0K | 0.08% | +5,292+115.2% | Added |
| American State Bank (Iowa) | 9,922 | $671.7K | 0.47% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 10,146 | $687.0K | 0.03% | +456+4.7% | Added |
| PrairieView Partners, LLC | 10,172 | $689.0K | 0.10% | −764−7.0% | Reduced |
| Sumitomo Life Insurance Co | 10,204 | $691.0K | 0.02% | −238−2.3% | Reduced |
| Carret Asset Management, LLC | 10,285 | $696.0K | 0.08% | −200−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 10,300 | $697.0K | 0.00% | −200−1.9% | Reduced |
| First National Bank & Trust Co of Newtown | 10,302 | $697.0K | 0.13% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,420 | $705.0K | 0.00% | +10,420 | New |
| Mosaic Family Wealth, LLC | 10,479 | $709.0K | 0.18% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,516 | $712.0K | 0.04% | +444+4.4% | Added |
| Veritable, L.P. | 10,560 | $715.0K | 0.01% | −3,069−22.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,573 | $715.0K | 0.06% | −2,495−19.1% | Reduced |
| O'Brien Greene & Co. Inc | 10,563 | $715.0K | 0.23% | +38+0.4% | Added |
| Aveo Capital Partners, LLC | 10,606 | $718.0K | 0.13% | +35+0.3% | Added |
| Cahill Financial Advisors Inc | 10,842 | $734.0K | 0.14% | +10+0.1% | Added |
| Tradition Wealth Management, LLC | 10,896 | $738.0K | 0.09% | +782+7.7% | Added |
| Savant Capital, LLC | 10,965 | $743.0K | 0.02% | +2,047+23.0% | Added |
| Desjardins Global Asset Management Inc. | 11,079 | $750.0K | 0.06% | +11,079 | New |