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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 3,133 | $211.0K | 0.02% | +3,133 | New |
| Independent Advisor Alliance | 3,098 | $210.0K | 0.01% | −225−6.8% | Reduced |
| Baldwin Investment Management, LLC | 3,100 | $210.0K | 0.05% | −200−6.1% | Reduced |
| First Manhattan Co | 3,114 | $210.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,007 | $207.0K | 0.03% | −83−2.7% | Reduced |
| Wealthspire Advisors, LLC | 3,058 | $207.0K | 0.00% | +3,058 | New |
| Zions Bancorporation, N.A. | 3,011 | $204.0K | 0.02% | +55+1.9% | Added |
| Avidian Wealth Solutions, LLC | 3,005 | $203.0K | 0.01% | +3,005 | New |
| Jones Financial Companies LLLP | 2,985 | $202.0K | 0.00% | −1,115−27.2% | Reduced |
| LifePro Asset Management | 2,978 | $202.0K | 0.06% | +2,978 | New |
| Ellenbecker Investment Group | 2,974 | $201.0K | 0.06% | +2,974 | New |
| Cranbrook Wealth Management, LLC | 2,905 | $197.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 2,882 | $195.0K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,805 | $189.0K | 0.06% | +2,805 | New |
| Blueprint Investment Partners LLC | 2,739 | $185.4K | 0.05% | +2,739 | New |
| Smithfield Trust Co | 2,726 | $185.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,623 | $178.0K | 0.03% | +219+9.1% | Added |
| Caldwell Trust Co | 2,618 | $177.2K | 0.02% | −135−4.9% | Reduced |
| HM Payson & Co | 2,575 | $174.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,508 | $170.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 2,500 | $169.0K | 0.11% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 2,445 | $166.0K | 0.00% | +1,417+137.8% | Added |
| Cambridge Trust Co | 2,444 | $165.0K | 0.01% | +2,444 | New |
| Washington Trust Co | 2,410 | $163.0K | 0.01% | −949−28.3% | Reduced |
| Wolff Wiese Magana LLC | 2,384 | $161.0K | 0.10% | −152−6.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,363 | $160.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 2,333 | $158.0K | 0.09% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,282 | $155.0K | 0.04% | +129+6.0% | Added |
| Garde Capital, Inc. | 2,144 | $145.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,134 | $144.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,078 | $141.0K | 0.05% | +2,078 | New |
| Cullen/Frost Bankers, Inc. | 2,042 | $139.0K | 0.00% | +866+73.6% | Added |
| Mystic Asset Management, Inc. | 1,975 | $133.0K | 0.06% | +1,975 | New |
| Motco | 1,936 | $131.0K | 0.01% | −566−22.6% | Reduced |
| Rocky Mountain Advisers, LLC | 1,833 | $124.0K | 0.14% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,818 | $123.0K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,800 | $121.9K | 0.10% | +1,800 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,785 | $121.0K | 0.08% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,770 | $119.8K | 0.08% | +1,770 | New |
| Stephenson National Bank & Trust | 1,713 | $116.0K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,711 | $116.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,666 | $113.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,651 | $112.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,592 | $108.0K | 0.00% | +165+11.6% | Added |
| PSI Advisors, LLC | 1,585 | $107.0K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,515 | $103.0K | 0.02% | −1,376−47.6% | Reduced |
| NEXT Financial Group, Inc | 1,512 | $102.0K | 0.01% | +908+150.3% | Added |
| Dividend Assets Capital, LLC | 1,460 | $99.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,410 | $95.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 1,487 | $93.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,355 | $92.0K | 0.03% | 00.0% | Unchanged |
| ICICI Prudential Asset Management Co Ltd | 1,329 | $90.0K | 0.01% | +1,329 | New |
| CoreCap Advisors, LLC | 1,316 | $89.0K | 0.01% | +1,316 | New |
| City State Bank | 1,316 | $89.0K | 0.05% | +1,316 | New |
| Surevest, LLC | 1,272 | $86.0K | 0.02% | +1,272 | New |
| Trust Co of Vermont | 1,247 | $84.0K | 0.01% | +1,247 | New |
| Endurance Wealth Management, Inc. | 1,220 | $83.0K | 0.01% | −750−38.1% | Reduced |
| Gradient Investments LLC | 1,219 | $83.0K | 0.00% | +67+5.8% | Added |
| Lindbrook Capital, LLC | 1,213 | $82.0K | 0.01% | −70−5.5% | Reduced |
| Howe & Rusling Inc | 1,203 | $81.0K | 0.01% | +208+20.9% | Added |
| SOA Wealth Advisors, LLC. | 1,186 | $80.0K | 0.02% | −287−19.5% | Reduced |
| Neo Ivy Capital Management | 1,178 | $80.0K | 0.11% | +1,178 | New |
| Washington Trust Advisors, Inc. | 1,132 | $77.0K | 0.01% | +1,132 | New |
| Financial Management Professionals, Inc. | 1,120 | $76.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1,092 | $74.0K | 0.01% | −112−9.3% | Reduced |
| Hexagon Capital Partners LLC | 1,100 | $74.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,087 | $74.0K | 0.02% | +7+0.6% | Added |
| Leelyn Smith, LLC | 1,080 | $73.0K | 0.02% | −180−14.3% | Reduced |
| Evoke Wealth, LLC | 1,066 | $73.0K | 0.00% | +6+0.6% | Added |
| Ossiam | 1,070 | $72.0K | 0.00% | −3,025−73.9% | Reduced |
| North Star Investment Management Corp. | 1,038 | $70.0K | 0.00% | −110−9.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,030 | $70.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $68.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 991 | $67.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 970 | $66.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 964 | $65.0K | 0.02% | +964 | New |
| Insight Financial Services | 956 | $64.0K | 0.04% | +956 | New |
| Ancora Advisors, LLC | 928 | $63.0K | 0.00% | −12−1.3% | Reduced |
| Tower View Investment Management & Research LLC | 916 | $62.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 910 | $62.0K | 0.02% | +85+10.3% | Added |
| Riggs Asset Managment Co. Inc. | 900 | $61.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 900 | $61.0K | 0.01% | +900 | New |
| BDO Wealth Advisors, LLC | 888 | $60.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 836 | $57.0K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 832 | $56.0K | 0.01% | −135−14.0% | Reduced |
| HWG Holdings LP | 816 | $55.0K | 0.03% | +816 | New |
| Ten Capital Wealth Advisors, LLC | 800 | $54.0K | 0.02% | −172−17.7% | Reduced |
| Hudock, Inc. | 800 | $54.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 800 | $54.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 769 | $52.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 763 | $52.0K | 0.01% | +311+68.8% | Added |
| Emfo, LLC | 745 | $50.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 728 | $49.0K | 0.03% | +8+1.1% | Added |
| Lowe Wealth Advisors, LLC | 658 | $45.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 662 | $45.0K | 0.01% | +662 | New |
| Clearstead Advisors, LLC | 654 | $44.0K | 0.00% | −113−14.7% | Reduced |
| Concord Wealth Partners | 653 | $44.0K | 0.01% | +53+8.8% | Added |
| SJS Investment Consulting Inc. | 637 | $43.0K | 0.01% | +637 | New |
| Crescent Capital Consulting, LLC | 620 | $42.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 616 | $42.0K | 0.02% | 00.0% | Unchanged |