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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, Q1 2026

Institutional positions in Xcel Energy Inc as of Mar 31, 2026. 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
1,275
+43 vs. Q4 2025
Shares held
572.0M
+86.0M (+17.7%) vs. Q4 2025
Total value
$45.5B
+$9.54B (+26.6%) vs. Q4 2025
New holders
131
477 more added
Sold out
88
448 more reduced

21 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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 holdersQ1 2026: 1,275 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 heldQ1 2026: $45.5B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2025.

Institutions holding XEL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc1$790.00%−238−99.6%Reduced
Arcadia Investment Management Corp2$1590.00%00.0%Unchanged
3 Factor Indexing, LLC2$1590.00%+2New
Nvest Wealth Strategies, Inc.3$2390.00%+3New
IMA Wealth, Inc.3$2400.00%00.0%Unchanged
Trust Co of Toledo NA5$3970.00%+5New
Seneschal Advisors, LLC6$4770.00%+1+20.0%Added
Breakwater Investment Management7$5570.00%00.0%Unchanged
Atlas Capital Advisors LLC8$6350.00%00.0%Unchanged
Davis Capital Management8$6360.00%00.0%Unchanged
Quaker Wealth Management, LLC9$7150.00%−2−18.2%Reduced
Crewe Advisors LLC9$7150.00%+9New
TopTier Wealth Management, LLC9$7150.00%+9New
Caitong International Asset Management Co., Ltd10$7940.00%−1−9.1%Reduced
Silicon Valley Capital Partners10$7940.00%+10New
Three Bearings Fiduciary Advisors, Inc.10$8010.00%00.0%Unchanged
Retirement Wealth Solutions LLC11$8740.00%−1−8.3%Reduced
Intentional Wealth Strategies, LLC11$8740.00%+11New
HFM Investment Advisors, LLC12$9530.00%00.0%Unchanged
Ogorek Anthony Joseph18$1.00K0.00%00.0%Unchanged
Phillip James Consulting Co.6$1.00K0.00%+6New
WealthCollab, LLC13$1.03K0.00%00.0%Unchanged
1015 Capital Partners, LLC16$1.27K0.00%+5+45.5%Added
Private Wealth Management Group, LLC17$1.35K0.00%00.0%Unchanged
Picton Mahoney Asset Management18$1.43K0.00%−16,405−99.9%Reduced
Sunrise Financial Services, LLC18$1.43K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC19$1.51K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC20$1.59K0.00%+20New
EFG International AG20$1.59K0.00%+20New
American Capital Advisory, LLC22$1.75K0.00%+1+4.8%Added
Dynamic Wealth Strategies, LLC24$1.91K0.00%+24New
WestEnd Advisors, LLC25$1.99K0.00%00.0%Unchanged
Key Financial Inc29$2.30K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC30$2.38K0.00%00.0%Unchanged
Clark Wealth Partners31$2.49K0.00%−9−22.5%Reduced
WPG Advisers, LLC32$2.54K0.00%00.0%Unchanged
Investors Research Corp33$2.62K0.00%+33New
Holos Integrated Wealth LLC33$2.66K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC38$3.02K0.00%+9+31.0%Added
Granite FO LLC39$3.10K0.00%00.0%Unchanged
Rakuten Securities, Inc.40$3.18K0.00%+40New
Bard Associates Inc41$3.26K0.00%+41New
Pacifica Partners Inc.45$3.58K0.00%00.0%Unchanged
Kilter Group LLC45$3.58K0.00%+10+28.6%Added
Magnolia Wealth Management, LLC45$3.58K0.00%+45New
Burk Holdings LLC46$3.65K0.00%+46New
Anchor Investment Management, LLC48$3.81K0.00%00.0%Unchanged
Independence Bank of Kentucky50$3.97K0.00%00.0%Unchanged
Penserra Capital Management LLC51$4.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC51$4.05K0.00%+12+30.8%Added
SJS Investment Consulting Inc.51$4.05K0.00%+12+30.8%Added
Security National Bank55$4.37K0.00%+55New
RWM Asset Management, LLC55$4.37K0.00%+55New
POM Investment Strategies, LLC56$4.45K0.01%00.0%Unchanged
Proathlete Wealth Management LLC57$4.53K0.00%00.0%Unchanged
TFC Financial Management57$4.53K0.00%00.0%Unchanged
Ares Financial Consulting, LLC59$4.70K0.00%00.0%Unchanged
Grove Bank & Trust61$4.85K0.00%00.0%Unchanged
TD Capital Management LLC63$4.97K0.00%+49+350.0%Added
Bay Harbor Wealth Management, LLC68$5.40K0.00%+22+47.8%Added
Bare Financial Services, Inc68$5.40K0.00%+6+9.7%Added
Great Lakes Advisors, LLC69$5.48K0.00%00.0%Unchanged
Olistico Wealth, LLC71$5.64K0.00%−190−72.8%Reduced
Boreal Capital Management LLC72$5.76K0.01%00.0%Unchanged
Cornerstone Financial Management LLC73$5.80K0.01%+13+21.7%Added
Raffa Wealth Management, LLC76$6.04K0.00%+4+5.6%Added
Networth Advisors, LLC80$6.36K0.00%+71+788.9%Added
Mascoma Wealth Management LLC81$6.43K0.00%+6+8.0%Added
LGT Financial Advisors LLC86$6.83K0.04%+1+1.2%Added
Fairman Group, LLC86$6.88K0.01%00.0%Unchanged
Aspect Partners, LLC88$6.99K0.00%00.0%Unchanged
Highline Wealth Partners LLC88$6.99K0.00%+2+2.3%Added
Key Capital Management, INC88$6.99K0.00%+58+193.3%Added
Red Tortoise LLC95$7.55K0.00%00.0%Unchanged
DT Investment Partners, LLC98$7.79K0.00%00.0%Unchanged
Clayton Financial Group LLC99$7.87K0.00%00.0%Unchanged
Duncker Streett & Co Inc100$7.94K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.105$8.34K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.108$8.67K0.00%+56+107.7%Added
Stone House Investment Management, LLC111$8.82K0.00%+71+177.5%Added
DAGCO, Inc.118$9.37K0.00%00.0%Unchanged
Synergy Investment Management, LLC118$9.37K0.00%+118New
Investors Portfolio Services LLC121$9.61K0.01%00.0%Unchanged
Valley National Advisers Inc137$10.0K0.00%+21+18.1%Added
Cornerstone Planning Group LLC126$10.2K0.00%+42+50.0%Added
Legacy Wealth Managment, LLC132$10.5K0.01%+132New
YANKCOM Partnership136$10.8K0.00%+136New
Atlantic Trust, LLC138$11.0K0.00%00.0%Unchanged
Avion Wealth144$11.0K0.00%+24+20.0%Added
Dunhill Financial, LLC140$11.1K0.00%+1+0.7%Added
Wilkerson Advisory Group LLC141$11.2K0.00%+97+220.5%Added
Godfrey Financial Associates, Inc.143$11.4K0.01%−1−0.7%Reduced
Prosperity Bancshares Inc147$11.7K0.01%+138+1,533.3%Added
Webster Bank, N. A.150$11.9K0.00%−175−53.8%Reduced
Joseph Group Capital Management151$12.0K0.00%+151New
Strive Financial Group ,LLC153$12.0K0.01%00.0%Unchanged
Valued Wealth Advisors LLC156$12.5K0.01%+39+33.3%Added
DecisionPoint Financial, LLC158$12.6K0.00%−47−22.9%Reduced
Ritter Daniher Financial Advisory LLC162$12.9K0.00%00.0%Unchanged
Dogwood Wealth Management LLC163$12.9K0.01%+26+19.0%Added