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 |
|---|---|---|---|---|---|
| Braun Stacey Associates Inc | 74,137 | $5.02M | 0.18% | −65,575−46.9% | Reduced |
| Wellington Management Group LLP | 72,674 | $4.92M | 0.00% | −16,269−18.3% | Reduced |
| Mutual of America Capital Management LLC | 71,127 | $4.82M | 0.05% | +478+0.7% | Added |
| Andra AP-fonden | 70,800 | $4.79M | 0.10% | −28,100−28.4% | Reduced |
| Focus Financial Network, Inc. | 69,909 | $4.76M | 0.70% | +28,370+68.3% | Added |
| Captrust Financial Advisors | 69,738 | $4.75M | 0.03% | −1,254−1.8% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $4.74M | 0.51% | +70,000 | New |
| Cambridge Investment Research Advisors, Inc. | 69,381 | $4.70M | 0.02% | −2,425−3.4% | Reduced |
| Segall Bryant & Hamill, LLC | 68,800 | $4.66M | 0.04% | −937−1.3% | Reduced |
| GWM Advisors LLC | 68,712 | $4.65M | 0.07% | −314−0.5% | Reduced |
| Profund Advisors LLC | 68,691 | $4.65M | 0.15% | −1,884−2.7% | Reduced |
| AdvisorNet Financial, Inc | 67,960 | $4.60M | 0.28% | −10,161−13.0% | Reduced |
| Paloma Partners Management Co | 67,299 | $4.56M | 0.14% | −51,194−43.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 66,189 | $4.48M | 0.09% | −2,549−3.7% | Reduced |
| Meyer Handelman Co | 66,087 | $4.47M | 0.17% | +4,066+6.6% | Added |
| IFM Investors Pty Ltd | 64,923 | $4.39M | 0.08% | −1,954−2.9% | Reduced |
| Jarislowsky, Fraser Ltd | 62,800 | $4.25M | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 62,551 | $4.24M | 0.01% | +1,172+1.9% | Added |
| Benjamin Edwards Inc | 62,517 | $4.23M | 1.37% | +42,090+206.1% | Added |
| Premier Fund Managers Ltd | 62,000 | $4.23M | 0.14% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 62,400 | $4.22M | 0.09% | +1,100+1.8% | Added |
| Metropolitan Life Insurance Co | 61,568 | $4.17M | 0.06% | −1,762−2.8% | Reduced |
| Banque Cantonale Vaudoise | 60,211 | $4.08M | 0.16% | −1,600−2.6% | Reduced |
| Sadoff Investment Management LLC | 60,012 | $4.06M | 0.24% | −2,000−3.2% | Reduced |
| Lockheed Martin Investment Management Co | 59,500 | $4.03M | 0.22% | +59,500 | New |
| Kempen Capital Management N.V. | 57,594 | $3.90M | 0.12% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 56,212 | $3.81M | 0.01% | +23,617+72.5% | Added |
| Cetera Advisor Networks LLC | 55,404 | $3.75M | 0.05% | +2,088+3.9% | Added |
| Nissay Asset Management Corp | 55,098 | $3.73M | 0.03% | +1,994+3.8% | Added |
| Shell Asset Management Co | 54,121 | $3.66M | 0.08% | −26,743−33.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 53,518 | $3.62M | 0.22% | +384+0.7% | Added |
| Shelton Capital Management | 51,401 | $3.48M | 0.12% | +1,050+2.1% | Added |
| Kestra Advisory Services, LLC | 50,627 | $3.43M | 0.03% | +1,471+3.0% | Added |
| Pinz Capital Management, LP | 50,500 | $3.42M | 1.32% | +50,500 | New |
| Norinchukin Bank, The | 49,877 | $3.38M | 0.04% | −3,039−5.7% | Reduced |
| Siemens Fonds Invest GmbH | 49,337 | $3.37M | 0.22% | −7,389−13.0% | Reduced |
| Allstate Corp | 47,893 | $3.24M | 0.06% | +27,114+130.5% | Added |
| Redpoint Investment Management Pty Ltd | 47,578 | $3.22M | 0.26% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 47,307 | $3.20M | 0.01% | +11,232+31.1% | Added |
| Daiwa Securities Group Inc. | 46,806 | $3.17M | 0.02% | +3,345+7.7% | Added |
| Pacer Advisors, Inc. | 45,853 | $3.10M | 0.03% | −34,944−43.2% | Reduced |
| Kinneret Advisory, LLC | 33,579 | $3.10M | 0.32% | +3,940+13.3% | Added |
| Moloney Securities Asset Management, LLC | 45,143 | $3.06M | 0.52% | −2,349−4.9% | Reduced |
| Securian Asset Management, Inc | 44,460 | $3.01M | 0.06% | −371−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 44,402 | $3.01M | 0.01% | +125+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 44,083 | $2.98M | 0.05% | −757−1.7% | Reduced |
| Stiles Financial Services Inc | 43,490 | $2.97M | 1.43% | +43,490 | New |
| Bogart Wealth, LLC | 43,465 | $2.94M | 0.27% | +8,868+25.6% | Added |
| Oregon Public Employees Retirement Fund | 43,390 | $2.94M | 0.03% | −1,500−3.3% | Reduced |
| Thrivent Financial for Lutherans | 43,434 | $2.90M | 0.01% | −71,790−62.3% | Reduced |
| Walleye Capital LLC | 41,864 | $2.83M | 0.09% | +41,864 | New |
| First Dallas Securities Inc. | 41,742 | $2.83M | 1.85% | −813−1.9% | Reduced |
| ARS Investment Partners, LLC | 41,615 | $2.82M | 0.26% | −2,180−5.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 41,494 | $2.81M | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 41,274 | $2.79M | 0.06% | −370−0.9% | Reduced |
| Maryland State Retirement & Pension System | 41,037 | $2.78M | 0.07% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 40,873 | $2.77M | 0.08% | +3,963+10.7% | Added |
| Edgemoor Investment Advisors, Inc. | 40,798 | $2.76M | 0.28% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 40,699 | $2.75M | 0.30% | +40,699 | New |
| Wedbush Securities Inc | 40,655 | $2.75M | 0.12% | +2,048+5.3% | Added |
| Mariner, LLC | 40,387 | $2.73M | 0.01% | +3,668+10.0% | Added |
| Teachers Retirement System of the State of Kentucky | 39,683 | $2.69M | 0.02% | −1,224−3.0% | Reduced |
| Koshinski Asset Management, Inc. | 39,425 | $2.67M | 0.22% | +11,699+42.2% | Added |
| Mercer Global Advisors Inc | 39,074 | $2.65M | 0.02% | +1,007+2.6% | Added |
| Duality Advisers, LP | 38,730 | $2.62M | 0.28% | −75,397−66.1% | Reduced |
| Truist Financial Corp | 38,265 | $2.59M | 0.00% | −906−2.3% | Reduced |
| Fifth Third Bancorp | 37,233 | $2.52M | 0.01% | +1,747+4.9% | Added |
| Twinbeech Capital LP | 37,088 | $2.51M | 0.14% | −51,474−58.1% | Reduced |
| First Bank & Trust | 37,074 | $2.51M | 1.06% | 00.0% | Unchanged |
| Icon Advisers Inc | 35,800 | $2.42M | 0.39% | 00.0% | Unchanged |
| HRT Financial LP | 35,242 | $2.38M | 0.01% | +35,242 | New |
| Blair William & Co | 34,567 | $2.34M | 0.01% | −183−0.5% | Reduced |
| Commerce Bank | 33,967 | $2.30M | 0.02% | +2,166+6.8% | Added |
| Xponance, Inc. | 33,944 | $2.30M | 0.04% | +6,743+24.8% | Added |
| Teza Capital Management LLC | 33,459 | $2.27M | 0.61% | +24,498+273.4% | Added |
| Stratos Wealth Partners, LTD. | 33,127 | $2.24M | 0.05% | +2,930+9.7% | Added |
| Quadrature Capital Ltd | 32,956 | $2.23M | 0.12% | −6,769−17.0% | Reduced |
| New Mexico Educational Retirement Board | 32,878 | $2.23M | 0.07% | −2,300−6.5% | Reduced |
| Harvest Volatility Management LLC | 32,859 | $2.23M | 0.11% | +8,031+32.3% | Added |
| Bremer Bank National Association | 32,541 | $2.20M | 0.36% | −880−2.6% | Reduced |
| Epiq Partners, LLC | 32,516 | $2.20M | 1.17% | +100.0% | Added |
| KBC Group NV | 32,373 | $2.19M | 0.01% | −31,528−49.3% | Reduced |
| Kentucky Retirement Systems | 32,335 | $2.19M | 0.09% | −418−1.3% | Reduced |
| Seeyond | 32,215 | $2.18M | 0.20% | −4,595−12.5% | Reduced |
| Bridgewater Associates, LP | 32,124 | $2.17M | 0.01% | +32,124 | New |
| Investors Financial Group, LLC | 31,425 | $2.13M | 0.99% | +332+1.1% | Added |
| Robeco Institutional Asset Management B.V. | 31,225 | $2.12M | 0.00% | −2,827−8.3% | Reduced |
| 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 |
| MD Financial Management Inc. | 31,019 | $2.10M | 0.05% | +1,453+4.9% | Added |
| Regency Capital Management Inc. | 30,531 | $2.07M | 1.31% | +30,531 | New |
| Central Bank & Trust Co | 30,053 | $2.04M | 0.31% | +74+0.2% | Added |
| AXA S.A. | 29,903 | $2.02M | 0.01% | +29,903 | New |
| Cetera Investment Advisers | 29,755 | $2.01M | 0.03% | +125+0.4% | Added |
| Advisors Asset Management, Inc. | 29,133 | $1.97M | 0.03% | −3,823−11.6% | Reduced |
| Walleye Trading LLC | 28,363 | $1.92M | 0.03% | +7,454+35.6% | Added |
| Industrial Alliance Investment Management Inc. | 27,971 | $1.89M | 0.04% | +27,971 | New |
| Sheets Smith Wealth Management | 27,930 | $1.89M | 0.23% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 27,285 | $1.85M | 0.08% | −547−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 26,991 | $1.83M | 0.00% | −2,032−7.0% | Reduced |