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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 11,139 | $754.0K | 0.05% | +1,675+17.7% | Added |
| Worldquant Millennium Advisors LLC | 11,240 | $761.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,262 | $762.0K | 0.01% | −160−1.4% | Reduced |
| KLCM Advisors, Inc. | 11,250 | $762.0K | 0.17% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,375 | $770.0K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,382 | $771.0K | 0.01% | −5,271−31.7% | Reduced |
| Oak Thistle LLC | 11,393 | $771.0K | 0.60% | +11,393 | New |
| Advisors Management Group Inc | 11,426 | $774.0K | 0.23% | +8+0.1% | Added |
| Chronos Wealth Management, LLC | 11,491 | $778.0K | 0.47% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 11,415 | $778.0K | 0.01% | +3,601+46.1% | Added |
| First Citizens Bank & Trust Co | 11,626 | $787.0K | 0.03% | −1,172−9.2% | Reduced |
| Coastline Trust Co | 11,620 | $787.0K | 0.09% | +70+0.6% | Added |
| Apollon Wealth Management, LLC | 11,683 | $791.0K | 0.06% | +1,262+12.1% | Added |
| Wambolt & Associates, LLC | 11,863 | $803.0K | 0.29% | +374+3.3% | Added |
| Western Wealth Management, LLC | 11,863 | $803.0K | 0.08% | +11,863 | New |
| Old Port Advisors | 11,915 | $816.0K | 0.28% | −1,055−8.1% | Reduced |
| Beacon Pointe Advisors, LLC | 12,090 | $819.0K | 0.02% | −24,634−67.1% | Reduced |
| Cigna Investments Inc | 12,093 | $819.0K | 0.06% | −4,446−26.9% | Reduced |
| IFP Advisors, Inc | 12,428 | $843.0K | 0.02% | −101−0.8% | Reduced |
| Orion Portfolio Solutions, LLC | 12,454 | $843.0K | 0.03% | +3,229+35.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,500 | $846.0K | 0.37% | +183+1.5% | Added |
| BerganKDV Wealth Management, LLC | 12,490 | $846.0K | 0.09% | +242+2.0% | Added |
| FineMark National Bank & Trust | 12,614 | $854.0K | 0.03% | +1,224+10.7% | Added |
| Great Valley Advisor Group, Inc. | 12,661 | $855.0K | 0.05% | −493−3.7% | Reduced |
| Finer Wealth Management, Inc. | 12,750 | $863.0K | 0.72% | +12,750 | New |
| Kenfarb & Co. | 12,885 | $872.0K | 0.64% | +12,885 | New |
| Pearl River Capital, LLC | 12,903 | $874.0K | 0.24% | −33,543−72.2% | Reduced |
| Astrantus Ltd | 13,038 | $883.0K | 0.66% | +13,038 | New |
| Bokf, NA | 13,171 | $892.0K | 0.01% | −167−1.3% | Reduced |
| JustInvest LLC | 13,425 | $909.0K | 0.05% | +6,614+97.1% | Added |
| Coldstream Capital Management Inc | 13,529 | $916.0K | 0.03% | +4,329+47.1% | Added |
| Eqis Capital Management, Inc. | 13,771 | $932.0K | 0.07% | −560−3.9% | Reduced |
| Harbour Investments, Inc. | 13,872 | $939.0K | 0.06% | −23,395−62.8% | Reduced |
| Venturi Wealth Management, LLC | 13,974 | $946.0K | 0.07% | +571+4.3% | Added |
| Kesler, Norman & Wride, LLC | 14,031 | $950.0K | 0.20% | +206+1.5% | Added |
| F3Logic, LLC | 14,096 | $955.0K | 0.11% | +70.0% | Added |
| Everence Capital Management Inc | 14,114 | $956.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,150 | $958.0K | 0.12% | −149−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,159 | $959.0K | 0.09% | −480−3.3% | Reduced |
| Roosevelt Investment Group LLC | 14,371 | $973.0K | 0.05% | +413+3.0% | Added |
| National Asset Management, Inc. | 14,402 | $976.0K | 0.03% | +721+5.3% | Added |
| Palladium Partners LLC | 14,488 | $987.0K | 0.04% | −901−5.9% | Reduced |
| Banque Pictet & Cie SA | 14,765 | $1.00M | 0.01% | +14,765 | New |
| Kepos Capital LP | 14,864 | $1.01M | 0.08% | +3,534+31.2% | Added |
| Accredited Investors Inc. | 14,978 | $1.01M | 0.09% | +8+0.1% | Added |
| Lazard Asset Management LLC | 15,496 | $1.05M | 0.00% | −699−4.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 15,499 | $1.05M | 0.00% | −4,520−22.6% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.05M | 1.14% | +15,500 | New |
| Carlson Capital Management | 15,554 | $1.05M | 0.09% | −1,113−6.7% | Reduced |
| Capital Fund Management S.A. | 15,804 | $1.07M | 0.03% | +15,804 | New |
| American Portfolios Advisors | 15,893 | $1.08M | 0.04% | +10,246+181.4% | Added |
| Allianz Asset Management GmbH | 16,150 | $1.09M | 0.00% | −178,918−91.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 16,255 | $1.10M | 0.82% | +30.0% | Added |
| NJ State Employees Deferred Compensation Plan | 16,243 | $1.10M | 0.14% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 16,351 | $1.11M | 0.35% | −150−0.9% | Reduced |
| Brinker Capital Investments, LLC | 16,333 | $1.11M | 0.02% | +12,810+363.6% | Added |
| Stevens Capital Management LP | 16,433 | $1.11M | 0.26% | +16,433 | New |
| STRS Ohio | 16,603 | $1.12M | 0.00% | −1,204−6.8% | Reduced |
| Berger Financial Group, Inc | 16,714 | $1.13M | 0.15% | +155+0.9% | Added |
| Nomura Holdings Inc | 16,856 | $1.14M | 0.01% | +3,330+24.6% | Added |
| Neuberger Berman Group LLC | 18,834 | $1.14M | 0.00% | +12,022+176.5% | Added |
| Verition Fund Management LLC | 17,122 | $1.16M | 0.01% | +17,122 | New |
| Hotaling Investment Management, LLC | 17,443 | $1.18M | 0.41% | +2,210+14.5% | Added |
| Glenmede Trust Co NA | 17,521 | $1.19M | 0.01% | +3,388+24.0% | Added |
| Sigma Planning Corp | 17,606 | $1.19M | 0.03% | +452+2.6% | Added |
| Point72 Hong Kong Ltd | 17,651 | $1.20M | 0.10% | +11,138+171.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,757 | $1.21M | 0.02% | +17,757 | New |
| CWM, LLC | 17,936 | $1.21M | 0.01% | +17,936 | New |
| Stillwater Investment Management, LLC | 18,100 | $1.23M | 0.30% | +48+0.3% | Added |
| Umb Bank N A | 18,170 | $1.23M | 0.02% | +11,760+183.5% | Added |
| Cypress Capital Group | 18,185 | $1.23M | 0.15% | −750−4.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,199 | $1.23M | 0.10% | +788+4.5% | Added |
| M&T Bank Corp | 18,378 | $1.24M | 0.01% | +789+4.5% | Added |
| Mission Wealth Management, LP | 18,703 | $1.27M | 0.06% | +13,471+257.5% | Added |
| Triumph Capital Management | 18,768 | $1.27M | 0.55% | −1,150−5.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,791 | $1.27M | 0.01% | −8,901−32.1% | Reduced |
| Evercore Wealth Management, LLC | 19,094 | $1.29M | 0.02% | −2,184−10.3% | Reduced |
| NatWest Group plc | 19,166 | $1.30M | 0.67% | −429−2.2% | Reduced |
| MML Investors Services, LLC | 19,369 | $1.31M | 0.01% | +3,562+22.5% | Added |
| Jane Street Group, LLC | 19,412 | $1.31M | 0.00% | −21,694−52.8% | Reduced |
| Ameritas Investment Partners, Inc. | 19,504 | $1.32M | 0.04% | +672+3.6% | Added |
| Prelude Capital Management, LLC | 19,519 | $1.32M | 0.07% | +19,519 | New |
| Regions Financial Corp | 19,568 | $1.32M | 0.01% | −1,785−8.4% | Reduced |
| Private Advisor Group, LLC | 19,660 | $1.33M | 0.01% | −5,118−20.7% | Reduced |
| AE Wealth Management LLC | 19,664 | $1.33M | 0.01% | −2,855−12.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,690 | $1.33M | 0.07% | −1,404−6.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 19,834 | $1.34M | 0.74% | −704−3.4% | Reduced |
| Advisor Partners LLC | 20,178 | $1.37M | 0.08% | −708−3.4% | Reduced |
| Tiaa, FSB | 20,476 | $1.39M | 0.00% | +1,252+6.5% | Added |
| Greenleaf Trust | 20,740 | $1.40M | 0.02% | −4,345−17.3% | Reduced |
| Oppenheimer & Co Inc | 20,837 | $1.41M | 0.02% | +775+3.9% | Added |
| Huntington National Bank | 21,018 | $1.42M | 0.01% | −69−0.3% | Reduced |
| Geneos Wealth Management Inc. | 21,241 | $1.44M | 0.05% | −868−3.9% | Reduced |
| Dean Investment Associates, LLC | 21,752 | $1.47M | 0.26% | +21,752 | New |
| D.A. Davidson & Co. | 21,867 | $1.49M | 0.02% | −1,247−5.4% | Reduced |
| Schroder Investment Management Group | 21,945 | $1.49M | 0.00% | −15,927−42.1% | Reduced |
| Stephens Inc | 22,419 | $1.52M | 0.02% | −8,630−27.8% | Reduced |
| Atria Investments LLC | 22,462 | $1.52M | 0.03% | +3,481+18.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,415 | $1.53M | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 22,615 | $1.53M | 0.94% | +19,815+707.7% | Added |