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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 6,438 | $435.9K | 0.02% | +291+4.7% | Added |
| Perigon Wealth Management, LLC | 6,429 | $435.0K | 0.03% | +257+4.2% | Added |
| KCM Investment Advisors LLC | 6,415 | $434.0K | 0.02% | +500+8.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,363 | $431.0K | 0.01% | +3,092+94.5% | Added |
| Checchi Capital Advisers, LLC | 6,346 | $430.0K | 0.05% | −142−2.2% | Reduced |
| Wetherby Asset Management Inc | 6,351 | $430.0K | 0.02% | +588+10.2% | Added |
| Heritage Trust Co | 6,336 | $429.0K | 0.06% | −1,181−15.7% | Reduced |
| Spire Wealth Management | 6,344 | $429.0K | 0.01% | +203+3.3% | Added |
| Trillium Asset Management, LLC | 6,322 | $428.0K | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 6,324 | $428.0K | 0.03% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 6,300 | $428.0K | 0.10% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 6,317 | $427.0K | 0.18% | −966−13.3% | Reduced |
| First National Bank Sioux Falls | 6,268 | $424.0K | 0.45% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 6,242 | $423.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,253 | $423.0K | 0.01% | +1,933+44.7% | Added |
| Alley Co LLC | 6,201 | $420.0K | 0.07% | −184−2.9% | Reduced |
| Freestone Capital Holdings, LLC | 6,211 | $420.0K | 0.02% | +511+9.0% | Added |
| Picton Mahoney Asset Management | 6,200 | $419.0K | 0.02% | +6,200 | New |
| Harbour Investment Management LLC | 6,147 | $416.0K | 0.19% | 00.0% | Unchanged |
| First Hawaiian Bank | 6,100 | $413.0K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 6,035 | $412.0K | 0.01% | +6,035 | New |
| RDA Financial Network | 6,071 | $411.0K | 0.17% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 6,074 | $411.0K | 0.03% | +245+4.2% | Added |
| Axxcess Wealth Management, LLC | 6,069 | $411.0K | 0.03% | +6,069 | New |
| Fulcrum Asset Management LLP | – | $408.0K | 0.20% | – | – |
| Sciencast Management LP | 5,765 | $400.0K | 0.07% | +5,765 | New |
| Raymond James Trust N.A. | 5,893 | $399.0K | 0.01% | −264−4.3% | Reduced |
| Centre Asset Management, LLC | 5,869 | $397.0K | 0.20% | +6+0.1% | Added |
| Rosenberg Matthew Hamilton | 5,864 | $397.0K | 0.14% | −442−7.0% | Reduced |
| Midwest Professional Planners, LTD. | 5,869 | $397.0K | 0.19% | +257+4.6% | Added |
| Private Trust Co NA | 5,847 | $396.0K | 0.05% | −567−8.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,925 | $393.0K | 0.03% | +93+1.6% | Added |
| Fisher Asset Management, LLC | 5,773 | $391.0K | 0.00% | −1,079−15.7% | Reduced |
| Alpha Paradigm Partners, LLC | 5,736 | $388.0K | 0.16% | −1,883−24.7% | Reduced |
| First Heartland Consultants, Inc. | 5,697 | $385.0K | 0.05% | +5,697 | New |
| EP Wealth Advisors, LLC | 5,672 | $384.0K | 0.01% | +9+0.2% | Added |
| Symphony Financial, Ltd. Co. | 5,642 | $383.0K | 0.11% | +1,278+29.3% | Added |
| Schnieders Capital Management LLC | 5,648 | $382.0K | 0.09% | +200+3.7% | Added |
| Johnson Midwest Financial, LLC | 5,621 | $381.0K | 0.29% | +11+0.2% | Added |
| Parallel Advisors, LLC | 5,626 | $381.0K | 0.01% | +613+12.2% | Added |
| Colony Group LLC | 5,607 | $380.0K | 0.01% | +30+0.5% | Added |
| Alerus Financial NA | 5,622 | $380.0K | 0.03% | +414+7.9% | Added |
| Clarius Group, LLC | 5,617 | $380.0K | 0.03% | +500+9.8% | Added |
| Tudor Investment Corp Et Al | 5,616 | $380.0K | 0.01% | +5,616 | New |
| Assenagon Asset Management S.A. | 5,507 | $373.0K | 0.00% | −525−8.7% | Reduced |
| Proequities, Inc. | 5,477 | $373.0K | 0.02% | −195−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 5,500 | $372.0K | 0.22% | 00.0% | Unchanged |
| SFMG, LLC | 5,466 | $370.0K | 0.04% | −407−6.9% | Reduced |
| Hills Bank & Trust Co | 5,437 | $368.0K | 0.05% | −10.0% | Reduced |
| Sentry Investment Management LLC | 5,421 | $367.0K | 0.10% | +407+8.1% | Added |
| James Hambro & Partners | 5,400 | $366.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 5,414 | $366.0K | 0.01% | +2,707+100.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,367 | $363.0K | 0.08% | −610−10.2% | Reduced |
| Kozak & Associates, Inc. | 5,161 | $362.0K | 0.23% | +12+0.2% | Added |
| Conning Inc. | 5,331 | $361.0K | 0.01% | −584−9.9% | Reduced |
| Sharkey, Howes & Javer | 5,333 | $361.0K | 0.08% | +5,333 | New |
| Peak Asset Management, LLC | 5,256 | $356.0K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,243 | $355.0K | 0.00% | −4,426−45.8% | Reduced |
| Headinvest, LLC | 5,217 | $353.0K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,210 | $353.0K | 0.06% | +5,084+4,034.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,182 | $351.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 5,167 | $350.0K | 0.02% | +542+11.7% | Added |
| North Point Portfolio Managers Corp | 5,146 | $348.0K | 0.05% | 00.0% | Unchanged |
| Corundum Group, Inc. | 5,106 | $346.0K | 0.23% | +502+10.9% | Added |
| Quantinno Capital Management LP | 5,093 | $345.0K | 0.06% | +5,093 | New |
| Kingsview Wealth Management, LLC | 5,080 | $344.0K | 0.01% | −217−4.1% | Reduced |
| FDx Advisors, Inc. | 5,025 | $340.0K | 0.01% | +682+15.7% | Added |
| Laurel Wealth Advisors, Inc. | 5,013 | $339.0K | 0.03% | +1,586+46.3% | Added |
| Aigen Investment Management, LP | 5,089 | $336.0K | 0.02% | −39,561−88.6% | Reduced |
| Castle Rock Wealth Management, LLC | 4,915 | $335.0K | 0.14% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 4,874 | $332.0K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,900 | $332.0K | 0.80% | +4,900 | New |
| Leavell Investment Management, Inc. | 4,860 | $331.0K | 0.02% | +38+0.8% | Added |
| Adviser Investments LLC | 4,830 | $327.0K | 0.02% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,825 | $327.0K | 0.02% | +15+0.3% | Added |
| Federated Hermes, Inc. | 4,818 | $326.0K | 0.00% | −150−3.0% | Reduced |
| Csenge Advisory Group | 4,843 | $325.0K | 0.03% | −6−0.1% | Reduced |
| XTX Topco Ltd | 4,784 | $324.0K | 0.18% | +4,784 | New |
| Zacks Investment Management | 4,764 | $323.0K | 0.00% | −8−0.2% | Reduced |
| Ingalls & Snyder LLC | 4,758 | $322.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,754 | $322.0K | 0.02% | +1,230+34.9% | Added |
| Tandem Investment Advisors, Inc. | 4,745 | $321.0K | 0.02% | −40−0.8% | Reduced |
| Nicollet Investment Management, Inc. | 4,696 | $318.0K | 0.13% | −34−0.7% | Reduced |
| Metis Global Partners, LLC | 4,701 | $318.0K | 0.09% | +4,701 | New |
| 55I, LLC | 4,660 | $315.0K | 0.01% | +1,032+28.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,628 | $313.0K | 0.02% | +112+2.5% | Added |
| Planning Center, Inc. | 4,479 | $312.0K | 0.25% | +4,479 | New |
| West Family Investments, Inc. | 4,593 | $311.0K | 0.09% | −8,523−65.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 4,573 | $310.0K | 0.07% | 00.0% | Unchanged |
| Destination Wealth Management | 4,558 | $309.0K | 0.01% | −47−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,563 | $309.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,568 | $309.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,561 | $309.0K | 0.01% | +862+23.3% | Added |
| Venture Visionary Partners LLC | 4,524 | $306.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,512 | $306.0K | 0.00% | +308+7.3% | Added |
| CWA Asset Management Group, LLC | 4,496 | $304.0K | 0.02% | −334−6.9% | Reduced |
| South State Corp. | 4,488 | $304.0K | 0.02% | +1,124+33.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 4,452 | $301.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 4,445 | $301.0K | 0.01% | +12+0.3% | Added |
| Sandy Spring Bank | 4,412 | $299.0K | 0.01% | −226−4.9% | Reduced |