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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 912 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ4 2021: $27.7B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q3 2021.

Institutions holding XEL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Advisors, Inc.4,427$299.0K0.01%−158−3.4%Reduced
North Star Asset Management Inc4,402$298.0K0.01%−155−3.4%Reduced
Gilman Hill Asset Management, LLC4,400$298.0K0.07%00.0%Unchanged
Fulton Bank, N.A.4,389$297.0K0.01%−20.0%Reduced
Kestra Private Wealth Services, LLC4,392$297.0K0.01%+305+7.5%Added
Soltis Investment Advisors LLC4,374$296.0K0.04%+13+0.3%Added
Synovus Financial Corp4,351$293.0K0.00%+92+2.2%Added
USAdvisors Wealth Management, LLC4,314$292.0K0.12%+25+0.6%Added
First Business Financial Services, Inc.4,291$291.0K0.03%+4,291New
Smith Anglin Financial, LLC4,287$290.0K0.05%+4,287New
TCI Wealth Advisors, Inc.4,269$289.0K0.04%−57−1.3%Reduced
Moody National Bank Trust Division4,242$288.0K0.01%00.0%Unchanged
JNBA Financial Advisors4,238$287.0K0.04%−73−1.7%Reduced
Wealth Alliance4,224$286.0K0.06%+159+3.9%Added
McKinley Carter Wealth Services, Inc.4,221$286.0K0.02%+212+5.3%Added
NovaPoint Capital, LLC4,224$286.0K0.10%+521+14.1%Added
Fiduciary Trust Co4,181$284.0K0.00%−15,003−78.2%Reduced
Avestar Capital, LLC4,174$284.0K0.05%+559+15.5%Added
Inverness Counsel LLC4,155$281.0K0.01%−1,550−27.2%Reduced
Patton Albertson Miller Group, LLC4,155$281.0K0.05%00.0%Unchanged
Woodmont Investment Counsel LLC4,125$279.0K0.04%−163−3.8%Reduced
Wade G W & Inc4,088$277.0K0.01%+3+0.1%Added
Boston Private Wealth LLC4,045$274.0K0.00%+4,045New
Jump Financial, LLC4,030$273.0K0.02%+4,030New
N.E.W. Advisory Services LLC4,016$272.0K0.04%00.0%Unchanged
Chesley Taft & Associates LLC4,004$271.0K0.01%00.0%Unchanged
Affinity Investment Advisors, LLC4,000$271.0K0.11%00.0%Unchanged
Stock Yards Bank & Trust Co4,003$271.0K0.01%+401+11.1%Added
HB Wealth Management, LLC4,006$271.0K0.01%+4,006New
CRA Financial Services, LLC3,984$270.0K0.08%00.0%Unchanged
GW Henssler & Associates Ltd3,994$270.0K0.02%+3,994New
Principle Wealth Partners LLC3,980$269.0K0.03%00.0%Unchanged
Williams Jones Wealth Management, LLC.3,975$269.0K0.00%00.0%Unchanged
Intrust Bank NA3,945$267.0K0.03%−339−7.9%Reduced
FORA Capital, LLC3,915$265.0K0.10%−12,302−75.9%Reduced
Horizon Investments, LLC3,907$265.0K0.01%+346+9.7%Added
Barrett Asset Management, LLC3,920$265.0K0.01%+1,278+48.4%Added
Moneta Group Investment Advisors LLC3,900$264.0K0.01%−292−7.0%Reduced
Aureus Asset Management, LLC3,895$264.0K0.02%+10+0.3%Added
Gsa Capital Partners LLP3,889$263.0K0.03%+3,889New
Tradewinds, LLC.4,215$260.9K0.31%+4,215New
Riverbridge Partners LLC3,810$258.0K0.00%00.0%Unchanged
Belpointe Asset Management LLC3,824$258.0K0.02%+171+4.7%Added
RFG Advisory, LLC3,804$258.0K0.02%+510+15.5%Added
DuPont Capital Management Corp3,817$258.0K0.01%+3,817New
Accel Wealth Management3,798$257.0K0.13%+18+0.5%Added
Old Second National Bank of Aurora3,979$255.0K0.08%00.0%Unchanged
Bank of Hawaii3,765$255.0K0.01%00.0%Unchanged
Brookstone Capital Management3,657$253.0K0.00%−666−15.4%Reduced
Lake Street Financial LLC3,711$251.0K0.04%+3,711New
Reilly Financial Advisors, LLC3,691$250.0K0.02%00.0%Unchanged
Cypress Capital Management LLC3,700$250.0K0.03%+3,700New
Two Sigma Securities, LLC3,686$250.0K0.05%+3,686New
Engine No. 1 LLC3,684$249.0K0.05%+3,684New
LPWM LLC3,663$248.0K0.13%−300−7.6%Reduced
Doyle Wealth Management3,667$248.0K0.02%+357+10.8%Added
Ballentine Partners, LLC3,637$246.0K0.01%−32−0.9%Reduced
Ballast Advisors LLC3,614$245.0K0.09%+4+0.1%Added
Austin Private Wealth, LLC3,559$241.0K0.05%00.0%Unchanged
CoreFirst Bank & Trust3,559$241.0K0.16%00.0%Unchanged
Financial Perspectives, Inc3,548$240.2K0.11%00.0%Unchanged
Transform Wealth, LLC3,547$240.0K0.03%−20−0.6%Reduced
Tealwood Asset Management Inc3,496$237.0K0.10%−1,000−22.2%Reduced
Peapack Gladstone Financial Corp3,507$237.0K0.00%−53−1.5%Reduced
Orgel Wealth Management, LLC3,507$237.0K0.02%−36−1.0%Reduced
Thompson Investment Management, Inc.3,499$237.0K0.03%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP3,501$237.0K0.01%00.0%Unchanged
Segment Wealth Management, LLC3,499$237.0K0.02%+3,499New
Sequoia Financial Advisors, LLC3,471$235.0K0.01%+3,471New
LCM Capital Management Inc3,477$235.0K0.18%+3,477New
Private Capital Management LLC3,454$234.0K0.08%+53+1.6%Added
Quantamental Technologies LLC3,446$233.0K0.12%−10,993−76.1%Reduced
Delphia (USA) Inc.3,449$233.0K0.25%+3,449New
Meristem Family Wealth, LLC3,406$231.0K0.02%−40−1.2%Reduced
MQS Management LLC3,411$231.0K0.37%+3,411New
Peoples Financial Services Corp.3,400$230.0K0.09%00.0%Unchanged
Buckingham Strategic Partners3,400$230.0K0.05%+3,400New
Carroll Financial Associates, Inc.3,440$229.0K0.01%+852+32.9%Added
Wealthsource Partners, LLC3,365$228.0K0.02%+4+0.1%Added
Donaldson Capital Management, LLC3,339$226.0K0.01%−4−0.1%Reduced
Level Four Advisory Services, LLC3,319$225.0K0.02%−476−12.5%Reduced
Lincoln National Corp3,318$225.0K0.00%−142−4.1%Reduced
Sheaff Brock Investment Advisors, LLC3,316$224.0K0.02%−311−8.6%Reduced
Fairfield, Bush & Co.3,305$224.0K0.11%00.0%Unchanged
Institutional & Family Asset Management, LLC3,310$224.0K0.04%+19+0.6%Added
Busey Wealth Management3,315$224.0K0.01%+3,315New
IHT Wealth Management, LLC3,255$220.0K0.02%00.0%Unchanged
McClarren Financial Advisors, Inc.3,245$220.0K0.15%+24+0.7%Added
NuWave Investment Management, LLC3,245$220.0K0.25%+3,245New
Chilton Capital Management LLC3,240$219.0K0.01%00.0%Unchanged
Lifeworks Advisors, LLC3,237$219.0K0.17%+3,237New
Bailard, Inc.3,207$217.0K0.01%−29−0.9%Reduced
Perpetual Investment Management Ltd3,200$217.0K0.02%00.0%Unchanged
Rockland Trust Co3,193$216.0K0.01%+3,193New
Lockerman Financial Group, Inc.3,180$215.0K0.56%+3,180New
Brown Advisory Inc3,166$214.0K0.00%−65−2.0%Reduced
Sound View Wealth Advisors Group, LLC3,165$214.0K0.04%+3,165New
Windsor Capital Management, LLC3,133$212.0K0.06%+3,133New
ASB Consultores, LLC3,127$212.0K0.10%+3,127New
Quadrant Capital Group LLC3,124$211.0K0.03%+250+8.7%Added