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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 22,647 | $1.53M | 0.03% | 00.0% | Unchanged |
| White Pine Capital LLC | 23,575 | $1.60M | 0.47% | −601−2.5% | Reduced |
| Trexquant Investment LP | 24,436 | $1.65M | 0.10% | +24,436 | New |
| Townsend & Associates, Inc | 24,201 | $1.67M | 0.91% | +132+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,273 | $1.71M | 0.01% | −11,189−30.7% | Reduced |
| Keybank National Association | 25,594 | $1.73M | 0.01% | −45−0.2% | Reduced |
| Regentatlantic Capital LLC | 26,049 | $1.76M | 0.05% | +409+1.6% | Added |
| Centiva Capital, LP | 26,347 | $1.78M | 0.12% | +20,242+331.6% | Added |
| Waratah Capital Advisors Ltd. | 26,673 | $1.81M | 0.08% | +26,673 | New |
| Swiss Life Asset Management Ltd | 26,708 | $1.81M | 0.02% | −17,021−38.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,818 | $1.82M | 0.03% | +101+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 26,991 | $1.83M | 0.00% | −2,032−7.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,285 | $1.85M | 0.08% | −547−2.0% | Reduced |
| Sheets Smith Wealth Management | 27,930 | $1.89M | 0.23% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 27,971 | $1.89M | 0.04% | +27,971 | New |
| Walleye Trading LLC | 28,363 | $1.92M | 0.03% | +7,454+35.6% | Added |
| Advisors Asset Management, Inc. | 29,133 | $1.97M | 0.03% | −3,823−11.6% | Reduced |
| Cetera Investment Advisers | 29,755 | $2.01M | 0.03% | +125+0.4% | Added |
| AXA S.A. | 29,903 | $2.02M | 0.01% | +29,903 | New |
| Central Bank & Trust Co | 30,053 | $2.04M | 0.31% | +74+0.2% | Added |
| Regency Capital Management Inc. | 30,531 | $2.07M | 1.31% | +30,531 | New |
| MD Financial Management Inc. | 31,019 | $2.10M | 0.05% | +1,453+4.9% | Added |
| First Republic Investment Management, Inc. | 31,159 | $2.11M | 0.00% | +3,104+11.1% | Added |
| Virtus ETF Advisers LLC | 31,153 | $2.11M | 0.80% | +7,357+30.9% | Added |
| Robeco Institutional Asset Management B.V. | 31,225 | $2.12M | 0.00% | −2,827−8.3% | Reduced |
| Investors Financial Group, LLC | 31,425 | $2.13M | 0.99% | +332+1.1% | Added |
| Bridgewater Associates, LP | 32,124 | $2.17M | 0.01% | +32,124 | New |
| Seeyond | 32,215 | $2.18M | 0.20% | −4,595−12.5% | Reduced |
| Kentucky Retirement Systems | 32,335 | $2.19M | 0.09% | −418−1.3% | Reduced |
| KBC Group NV | 32,373 | $2.19M | 0.01% | −31,528−49.3% | Reduced |
| Epiq Partners, LLC | 32,516 | $2.20M | 1.17% | +100.0% | Added |
| Bremer Bank National Association | 32,541 | $2.20M | 0.36% | −880−2.6% | Reduced |
| Harvest Volatility Management LLC | 32,859 | $2.23M | 0.11% | +8,031+32.3% | Added |
| New Mexico Educational Retirement Board | 32,878 | $2.23M | 0.07% | −2,300−6.5% | Reduced |
| Quadrature Capital Ltd | 32,956 | $2.23M | 0.12% | −6,769−17.0% | Reduced |
| Stratos Wealth Partners, LTD. | 33,127 | $2.24M | 0.05% | +2,930+9.7% | Added |
| Teza Capital Management LLC | 33,459 | $2.27M | 0.61% | +24,498+273.4% | Added |
| Xponance, Inc. | 33,944 | $2.30M | 0.04% | +6,743+24.8% | Added |
| Commerce Bank | 33,967 | $2.30M | 0.02% | +2,166+6.8% | Added |
| Blair William & Co | 34,567 | $2.34M | 0.01% | −183−0.5% | Reduced |
| HRT Financial LP | 35,242 | $2.38M | 0.01% | +35,242 | New |
| Icon Advisers Inc | 35,800 | $2.42M | 0.39% | 00.0% | Unchanged |
| First Bank & Trust | 37,074 | $2.51M | 1.06% | 00.0% | Unchanged |
| Twinbeech Capital LP | 37,088 | $2.51M | 0.14% | −51,474−58.1% | Reduced |
| Fifth Third Bancorp | 37,233 | $2.52M | 0.01% | +1,747+4.9% | Added |
| Truist Financial Corp | 38,265 | $2.59M | 0.00% | −906−2.3% | Reduced |
| Duality Advisers, LP | 38,730 | $2.62M | 0.28% | −75,397−66.1% | Reduced |
| Mercer Global Advisors Inc | 39,074 | $2.65M | 0.02% | +1,007+2.6% | Added |
| Koshinski Asset Management, Inc. | 39,425 | $2.67M | 0.22% | +11,699+42.2% | Added |
| Teachers Retirement System of the State of Kentucky | 39,683 | $2.69M | 0.02% | −1,224−3.0% | Reduced |
| Mariner, LLC | 40,387 | $2.73M | 0.01% | +3,668+10.0% | Added |
| Wedbush Securities Inc | 40,655 | $2.75M | 0.12% | +2,048+5.3% | Added |
| Dynamic Technology Lab Private Ltd | 40,699 | $2.75M | 0.30% | +40,699 | New |
| Edgemoor Investment Advisors, Inc. | 40,798 | $2.76M | 0.28% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 40,873 | $2.77M | 0.08% | +3,963+10.7% | Added |
| Maryland State Retirement & Pension System | 41,037 | $2.78M | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 41,274 | $2.79M | 0.06% | −370−0.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 41,494 | $2.81M | 0.04% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 41,615 | $2.82M | 0.26% | −2,180−5.0% | Reduced |
| First Dallas Securities Inc. | 41,742 | $2.83M | 1.85% | −813−1.9% | Reduced |
| Walleye Capital LLC | 41,864 | $2.83M | 0.09% | +41,864 | New |
| Thrivent Financial for Lutherans | 43,434 | $2.90M | 0.01% | −71,790−62.3% | Reduced |
| Oregon Public Employees Retirement Fund | 43,390 | $2.94M | 0.03% | −1,500−3.3% | Reduced |
| Bogart Wealth, LLC | 43,465 | $2.94M | 0.27% | +8,868+25.6% | Added |
| Stiles Financial Services Inc | 43,490 | $2.97M | 1.43% | +43,490 | New |
| Steward Partners Investment Advisory, LLC | 44,083 | $2.98M | 0.05% | −757−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 44,402 | $3.01M | 0.01% | +125+0.3% | Added |
| Securian Asset Management, Inc | 44,460 | $3.01M | 0.06% | −371−0.8% | Reduced |
| Moloney Securities Asset Management, LLC | 45,143 | $3.06M | 0.52% | −2,349−4.9% | Reduced |
| Kinneret Advisory, LLC | 33,579 | $3.10M | 0.32% | +3,940+13.3% | Added |
| Pacer Advisors, Inc. | 45,853 | $3.10M | 0.03% | −34,944−43.2% | Reduced |
| Daiwa Securities Group Inc. | 46,806 | $3.17M | 0.02% | +3,345+7.7% | Added |
| Wealthfront Advisers LLC | 47,307 | $3.20M | 0.01% | +11,232+31.1% | Added |
| Redpoint Investment Management Pty Ltd | 47,578 | $3.22M | 0.26% | 00.0% | Unchanged |
| Allstate Corp | 47,893 | $3.24M | 0.06% | +27,114+130.5% | Added |
| Siemens Fonds Invest GmbH | 49,337 | $3.37M | 0.22% | −7,389−13.0% | Reduced |
| Norinchukin Bank, The | 49,877 | $3.38M | 0.04% | −3,039−5.7% | Reduced |
| Pinz Capital Management, LP | 50,500 | $3.42M | 1.32% | +50,500 | New |
| Kestra Advisory Services, LLC | 50,627 | $3.43M | 0.03% | +1,471+3.0% | Added |
| Shelton Capital Management | 51,401 | $3.48M | 0.12% | +1,050+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 53,518 | $3.62M | 0.22% | +384+0.7% | Added |
| Shell Asset Management Co | 54,121 | $3.66M | 0.08% | −26,743−33.1% | Reduced |
| Nissay Asset Management Corp | 55,098 | $3.73M | 0.03% | +1,994+3.8% | Added |
| Cetera Advisor Networks LLC | 55,404 | $3.75M | 0.05% | +2,088+3.9% | Added |
| Baird Financial Group, Inc. | 56,212 | $3.81M | 0.01% | +23,617+72.5% | Added |
| Kempen Capital Management N.V. | 57,594 | $3.90M | 0.12% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 59,500 | $4.03M | 0.22% | +59,500 | New |
| Sadoff Investment Management LLC | 60,012 | $4.06M | 0.24% | −2,000−3.2% | Reduced |
| Banque Cantonale Vaudoise | 60,211 | $4.08M | 0.16% | −1,600−2.6% | Reduced |
| Metropolitan Life Insurance Co | 61,568 | $4.17M | 0.06% | −1,762−2.8% | Reduced |
| Louisiana State Employees Retirement System | 62,400 | $4.22M | 0.09% | +1,100+1.8% | Added |
| Premier Fund Managers Ltd | 62,000 | $4.23M | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 62,517 | $4.23M | 1.37% | +42,090+206.1% | Added |
| DekaBank Deutsche Girozentrale | 62,551 | $4.24M | 0.01% | +1,172+1.9% | Added |
| Jarislowsky, Fraser Ltd | 62,800 | $4.25M | 0.02% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 64,923 | $4.39M | 0.08% | −1,954−2.9% | Reduced |
| Meyer Handelman Co | 66,087 | $4.47M | 0.17% | +4,066+6.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 66,189 | $4.48M | 0.09% | −2,549−3.7% | Reduced |
| Paloma Partners Management Co | 67,299 | $4.56M | 0.14% | −51,194−43.2% | Reduced |
| AdvisorNet Financial, Inc | 67,960 | $4.60M | 0.28% | −10,161−13.0% | Reduced |