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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 26,818 | $1.82M | 0.03% | +101+0.4% | Added |
| Swiss Life Asset Management Ltd | 26,708 | $1.81M | 0.02% | −17,021−38.9% | Reduced |
| Waratah Capital Advisors Ltd. | 26,673 | $1.81M | 0.08% | +26,673 | New |
| Centiva Capital, LP | 26,347 | $1.78M | 0.12% | +20,242+331.6% | Added |
| Regentatlantic Capital LLC | 26,049 | $1.76M | 0.05% | +409+1.6% | Added |
| Keybank National Association | 25,594 | $1.73M | 0.01% | −45−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 25,273 | $1.71M | 0.01% | −11,189−30.7% | Reduced |
| Townsend & Associates, Inc | 24,201 | $1.67M | 0.91% | +132+0.5% | Added |
| Trexquant Investment LP | 24,436 | $1.65M | 0.10% | +24,436 | New |
| White Pine Capital LLC | 23,575 | $1.60M | 0.47% | −601−2.5% | Reduced |
| South Dakota Investment Council | 22,647 | $1.53M | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 22,615 | $1.53M | 0.94% | +19,815+707.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 22,415 | $1.53M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 22,462 | $1.52M | 0.03% | +3,481+18.3% | Added |
| Stephens Inc | 22,419 | $1.52M | 0.02% | −8,630−27.8% | Reduced |
| Schroder Investment Management Group | 21,945 | $1.49M | 0.00% | −15,927−42.1% | Reduced |
| D.A. Davidson & Co. | 21,867 | $1.49M | 0.02% | −1,247−5.4% | Reduced |
| Dean Investment Associates, LLC | 21,752 | $1.47M | 0.26% | +21,752 | New |
| Geneos Wealth Management Inc. | 21,241 | $1.44M | 0.05% | −868−3.9% | Reduced |
| Huntington National Bank | 21,018 | $1.42M | 0.01% | −69−0.3% | Reduced |
| Oppenheimer & Co Inc | 20,837 | $1.41M | 0.02% | +775+3.9% | Added |
| Greenleaf Trust | 20,740 | $1.40M | 0.02% | −4,345−17.3% | Reduced |
| Tiaa, FSB | 20,476 | $1.39M | 0.00% | +1,252+6.5% | Added |
| Advisor Partners LLC | 20,178 | $1.37M | 0.08% | −708−3.4% | Reduced |
| Valtinson Bruner Financial Planning LLC | 19,834 | $1.34M | 0.74% | −704−3.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,690 | $1.33M | 0.07% | −1,404−6.7% | 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 |
| Regions Financial Corp | 19,568 | $1.32M | 0.01% | −1,785−8.4% | Reduced |
| Prelude Capital Management, LLC | 19,519 | $1.32M | 0.07% | +19,519 | New |
| Ameritas Investment Partners, Inc. | 19,504 | $1.32M | 0.04% | +672+3.6% | Added |
| Jane Street Group, LLC | 19,412 | $1.31M | 0.00% | −21,694−52.8% | Reduced |
| MML Investors Services, LLC | 19,369 | $1.31M | 0.01% | +3,562+22.5% | Added |
| NatWest Group plc | 19,166 | $1.30M | 0.67% | −429−2.2% | Reduced |
| Evercore Wealth Management, LLC | 19,094 | $1.29M | 0.02% | −2,184−10.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,791 | $1.27M | 0.01% | −8,901−32.1% | Reduced |
| Triumph Capital Management | 18,768 | $1.27M | 0.55% | −1,150−5.8% | Reduced |
| Mission Wealth Management, LP | 18,703 | $1.27M | 0.06% | +13,471+257.5% | Added |
| M&T Bank Corp | 18,378 | $1.24M | 0.01% | +789+4.5% | Added |
| Dorsey & Whitney Trust CO LLC | 18,199 | $1.23M | 0.10% | +788+4.5% | Added |
| Cypress Capital Group | 18,185 | $1.23M | 0.15% | −750−4.0% | Reduced |
| Umb Bank N A | 18,170 | $1.23M | 0.02% | +11,760+183.5% | Added |
| Stillwater Investment Management, LLC | 18,100 | $1.23M | 0.30% | +48+0.3% | Added |
| CWM, LLC | 17,936 | $1.21M | 0.01% | +17,936 | New |
| B. Metzler seel. Sohn & Co. AG | 17,757 | $1.21M | 0.02% | +17,757 | New |
| Point72 Hong Kong Ltd | 17,651 | $1.20M | 0.10% | +11,138+171.0% | Added |
| Sigma Planning Corp | 17,606 | $1.19M | 0.03% | +452+2.6% | Added |
| Glenmede Trust Co NA | 17,521 | $1.19M | 0.01% | +3,388+24.0% | Added |
| Hotaling Investment Management, LLC | 17,443 | $1.18M | 0.41% | +2,210+14.5% | Added |
| Verition Fund Management LLC | 17,122 | $1.16M | 0.01% | +17,122 | New |
| 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 |
| Berger Financial Group, Inc | 16,714 | $1.13M | 0.15% | +155+0.9% | Added |
| STRS Ohio | 16,603 | $1.12M | 0.00% | −1,204−6.8% | Reduced |
| Stevens Capital Management LP | 16,433 | $1.11M | 0.26% | +16,433 | New |
| 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 |
| 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 |
| Allianz Asset Management GmbH | 16,150 | $1.09M | 0.00% | −178,918−91.7% | Reduced |
| American Portfolios Advisors | 15,893 | $1.08M | 0.04% | +10,246+181.4% | Added |
| Capital Fund Management S.A. | 15,804 | $1.07M | 0.03% | +15,804 | New |
| Carlson Capital Management | 15,554 | $1.05M | 0.09% | −1,113−6.7% | 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 |
| Lazard Asset Management LLC | 15,496 | $1.05M | 0.00% | −699−4.3% | Reduced |
| Accredited Investors Inc. | 14,978 | $1.01M | 0.09% | +8+0.1% | Added |
| Kepos Capital LP | 14,864 | $1.01M | 0.08% | +3,534+31.2% | Added |
| Banque Pictet & Cie SA | 14,765 | $1.00M | 0.01% | +14,765 | New |
| Palladium Partners LLC | 14,488 | $987.0K | 0.04% | −901−5.9% | Reduced |
| National Asset Management, Inc. | 14,402 | $976.0K | 0.03% | +721+5.3% | Added |
| Roosevelt Investment Group LLC | 14,371 | $973.0K | 0.05% | +413+3.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,159 | $959.0K | 0.09% | −480−3.3% | Reduced |
| SRS Capital Advisors, Inc. | 14,150 | $958.0K | 0.12% | −149−1.0% | Reduced |
| Everence Capital Management Inc | 14,114 | $956.0K | 0.07% | 00.0% | Unchanged |
| F3Logic, LLC | 14,096 | $955.0K | 0.11% | +70.0% | Added |
| Kesler, Norman & Wride, LLC | 14,031 | $950.0K | 0.20% | +206+1.5% | Added |
| Venturi Wealth Management, LLC | 13,974 | $946.0K | 0.07% | +571+4.3% | Added |
| Harbour Investments, Inc. | 13,872 | $939.0K | 0.06% | −23,395−62.8% | Reduced |
| Eqis Capital Management, Inc. | 13,771 | $932.0K | 0.07% | −560−3.9% | Reduced |
| Coldstream Capital Management Inc | 13,529 | $916.0K | 0.03% | +4,329+47.1% | Added |
| JustInvest LLC | 13,425 | $909.0K | 0.05% | +6,614+97.1% | Added |
| Bokf, NA | 13,171 | $892.0K | 0.01% | −167−1.3% | Reduced |
| Astrantus Ltd | 13,038 | $883.0K | 0.66% | +13,038 | New |
| Pearl River Capital, LLC | 12,903 | $874.0K | 0.24% | −33,543−72.2% | Reduced |
| Kenfarb & Co. | 12,885 | $872.0K | 0.64% | +12,885 | New |
| Finer Wealth Management, Inc. | 12,750 | $863.0K | 0.72% | +12,750 | New |
| Great Valley Advisor Group, Inc. | 12,661 | $855.0K | 0.05% | −493−3.7% | Reduced |
| FineMark National Bank & Trust | 12,614 | $854.0K | 0.03% | +1,224+10.7% | 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 |
| 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 |
| 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 |
| Old Port Advisors | 11,915 | $816.0K | 0.28% | −1,055−8.1% | Reduced |
| 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 |
| Apollon Wealth Management, LLC | 11,683 | $791.0K | 0.06% | +1,262+12.1% | Added |
| First Citizens Bank & Trust Co | 11,626 | $787.0K | 0.03% | −1,172−9.2% | Reduced |