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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 11,620 | $787.0K | 0.09% | +70+0.6% | 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 |
| Advisors Management Group Inc | 11,426 | $774.0K | 0.23% | +8+0.1% | Added |
| 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 |
| Bard Financial Services, Inc. | 11,375 | $770.0K | 0.06% | 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 |
| Worldquant Millennium Advisors LLC | 11,240 | $761.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,139 | $754.0K | 0.05% | +1,675+17.7% | Added |
| Desjardins Global Asset Management Inc. | 11,079 | $750.0K | 0.06% | +11,079 | New |
| Savant Capital, LLC | 10,965 | $743.0K | 0.02% | +2,047+23.0% | Added |
| Tradition Wealth Management, LLC | 10,896 | $738.0K | 0.09% | +782+7.7% | Added |
| Cahill Financial Advisors Inc | 10,842 | $734.0K | 0.14% | +10+0.1% | Added |
| Aveo Capital Partners, LLC | 10,606 | $718.0K | 0.13% | +35+0.3% | 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 |
| Prime Capital Investment Advisors, LLC | 10,516 | $712.0K | 0.04% | +444+4.4% | Added |
| Mosaic Family Wealth, LLC | 10,479 | $709.0K | 0.18% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 10,420 | $705.0K | 0.00% | +10,420 | New |
| 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 |
| Carret Asset Management, LLC | 10,285 | $696.0K | 0.08% | −200−1.9% | Reduced |
| Sumitomo Life Insurance Co | 10,204 | $691.0K | 0.02% | −238−2.3% | Reduced |
| PrairieView Partners, LLC | 10,172 | $689.0K | 0.10% | −764−7.0% | Reduced |
| Farmers & Merchants Investments Inc | 10,146 | $687.0K | 0.03% | +456+4.7% | Added |
| American State Bank (Iowa) | 9,922 | $671.7K | 0.47% | 00.0% | Unchanged |
| 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 |
| Illinois Municipal Retirement Fund | 9,841 | $666.0K | 0.02% | −22,682−69.7% | Reduced |
| Credit Agricole S A | 9,819 | $665.0K | 0.02% | +6,964+243.9% | Added |
| Winton Group Ltd | 9,720 | $658.0K | 0.04% | +9,720 | New |
| Amarillo National Bank | 9,695 | $656.0K | 0.13% | −290−2.9% | Reduced |
| Jenkins Wealth | 9,866 | $655.0K | 0.25% | +9,866 | New |
| Ergoteles LLC | 9,614 | $651.0K | 0.03% | +9,614 | New |
| Stonebridge Capital Advisors LLC | 9,584 | $649.0K | 0.07% | −356−3.6% | 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 |
| Emerald Advisors, LLC | 9,230 | $625.0K | 0.15% | −13−0.1% | Reduced |
| Advisory Services Network, LLC | 9,146 | $620.0K | 0.02% | +651+7.7% | Added |
| Avantax Advisory Services, Inc. | 9,135 | $618.0K | 0.01% | +202+2.3% | Added |
| Empirical Finance, LLC | 9,099 | $616.0K | 0.07% | +2,482+37.5% | Added |
| 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 |
| Charter Trust Co | 8,873 | $601.0K | 0.05% | −120−1.3% | Reduced |
| Bell Bank | 8,744 | $592.0K | 0.07% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,704 | $589.0K | 0.01% | −1,543−15.1% | Reduced |
| Oarsman Capital, Inc. | 8,672 | $587.0K | 0.23% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,623 | $584.0K | 0.02% | +616+7.7% | Added |
| Summit Global Investments | 8,609 | $583.0K | 0.04% | −10−0.1% | Reduced |
| First Midwest Bank Trust Division | 8,603 | $582.0K | 0.07% | −1,000−10.4% | Reduced |
| Access Financial Services, Inc. | 8,478 | $574.0K | 0.26% | +40.0% | Added |
| TrinityPoint Wealth, LLC | 8,461 | $573.0K | 0.10% | +96+1.1% | Added |
| Lewis Capital Management, LLC | 8,442 | $572.0K | 0.60% | +8,442 | New |
| NorthRock Partners, LLC | 8,402 | $569.0K | 0.04% | +181+2.2% | Added |
| Chesapeake Wealth Management | 8,379 | $568.0K | 0.19% | −3,201−27.6% | Reduced |
| Assetmark, Inc | 8,347 | $565.0K | 0.00% | +3,421+69.4% | Added |
| HighMark Wealth Management LLC | 8,223 | $557.0K | 0.35% | −73−0.9% | Reduced |
| SC&H Financial Advisors, Inc. | 8,168 | $553.0K | 0.31% | +8,168 | New |
| Eastern Bank | 8,165 | $552.0K | 0.02% | −2,170−21.0% | Reduced |
| 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 |
| 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 |
| Welch Group, LLC | 7,990 | $541.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,985 | $541.0K | 0.02% | +901+12.7% | Added |
| MBB Public Markets I LLC | 7,923 | $536.0K | 0.01% | +7,923 | New |
| 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 |
| Mitchell & Pahl Private Wealth, LLC | 7,780 | $527.0K | 0.34% | +857+12.4% | Added |
| Front Row Advisors LLC | 7,722 | $526.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| 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 |
| Thomas White International Ltd | 7,627 | $516.0K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,377 | $499.0K | 0.01% | +1,274+20.9% | Added |
| Goelzer Investment Management, Inc. | 7,350 | $498.0K | 0.04% | −74−1.0% | Reduced |
| Change Path, LLC | 7,340 | $497.0K | 0.02% | −899−10.9% | Reduced |
| SNS Financial Group, LLC | 7,270 | $492.0K | 0.06% | −179−2.4% | Reduced |
| International Assets Investment Management, LLC | 7,247 | $491.0K | 0.09% | −1,536−17.5% | Reduced |
| 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 |
| Davenport & Co LLC | 7,118 | $482.0K | 0.00% | +20.0% | Added |
| Sargent Bickham Lagudis LLC | 7,047 | $477.0K | 0.04% | −387−5.2% | Reduced |
| Gofen & Glossberg LLC | 6,991 | $473.0K | 0.01% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 6,967 | $472.0K | 0.22% | −1,333−16.1% | 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 |
| Edgestream Partners, L.P. | 6,602 | $447.0K | 0.03% | −32,830−83.3% | Reduced |
| Gateway Investment Advisers LLC | 6,530 | $442.0K | 0.00% | +2,476+61.1% | Added |
| 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 |
| DeDora Capital, Inc. | 6,503 | $440.0K | 0.33% | −55−0.8% | Reduced |