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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 29,791 | $2.37M | 0.34% | +9,413+46.2% | Added |
| Delta Global Management LP | 29,995 | $2.38M | 0.20% | +29,995 | New |
| Empowered Funds, LLC | 30,068 | $2.39M | 0.02% | +13,804+84.9% | Added |
| AMG National Trust Bank | 30,993 | $2.46M | 0.05% | −2,473−7.4% | Reduced |
| Tradition Wealth Management, LLC | 31,113 | $2.47M | 0.18% | +256+0.8% | Added |
| Lido Advisors, LLC | 31,316 | $2.50M | 0.01% | +2,805+9.8% | Added |
| Neuberger Berman Group LLC | 31,760 | $2.54M | 0.00% | +3,201+11.2% | Added |
| Baird Financial Group, Inc. | 32,381 | $2.57M | 0.00% | −464−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 32,737 | $2.60M | 0.02% | −8,346−20.3% | Reduced |
| Hartford Investment Management Co | 33,710 | $2.68M | 0.08% | −562−1.6% | Reduced |
| Navellier & Associates Inc | 33,746 | $2.68M | 0.28% | −1,570−4.4% | Reduced |
| ARS Investment Partners, LLC | 33,942 | $2.70M | 0.14% | −30−0.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 34,118 | $2.71M | 0.21% | −150−0.4% | Reduced |
| TD Private Client Wealth LLC | 34,220 | $2.72M | 0.06% | −14,693−30.0% | Reduced |
| Harbour Investments, Inc. | 34,243 | $2.72M | 0.04% | +11,768+52.4% | Added |
| QRG Capital Management, Inc. | 34,286 | $2.72M | 0.03% | −2,079−5.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 34,649 | $2.75M | 0.19% | +289+0.8% | Added |
| Schroder Investment Management Group | 35,015 | $2.77M | 0.00% | −10,008−22.2% | Reduced |
| 1832 Asset Management L.P. | 35,063 | $2.79M | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 35,166 | $2.79M | 0.03% | +12,265+53.6% | Added |
| Berger Financial Group, Inc | 35,610 | $2.83M | 0.16% | −632−1.7% | Reduced |
| Edgestream Partners, L.P. | 35,745 | $2.84M | 0.09% | +12,816+55.9% | Added |
| Mizuho Securities USA LLC | 35,761 | $2.84M | 0.07% | −7,311−17.0% | Reduced |
| Vident Advisory, LLC | 38,645 | $3.07M | 0.03% | +9,053+30.6% | Added |
| Blair William & Co | 38,739 | $3.08M | 0.01% | −357−0.9% | Reduced |
| OpenArc Corporate Advisory, LLC | 38,958 | $3.09M | 0.04% | −3,093−7.4% | Reduced |
| Banque Cantonale Vaudoise | 39,735 | $3.16M | 0.12% | +6,191+18.5% | Added |
| Tower Research Capital LLC (TRC) | 40,794 | $3.24M | 0.08% | −468−1.1% | Reduced |
| Geneos Wealth Management Inc. | 40,829 | $3.24M | 0.08% | +13,092+47.2% | Added |
| Beacon Pointe Advisors, LLC | 42,890 | $3.41M | 0.02% | +17,079+66.2% | Added |
| Sequoia Financial Advisors, LLC | 43,012 | $3.42M | 0.02% | −1,840−4.1% | Reduced |
| Thrivent Financial for Lutherans | 43,032 | $3.42M | 0.01% | −881−2.0% | Reduced |
| Strong Tower Advisory Services | 43,074 | $3.42M | 0.64% | +1,787+4.3% | Added |
| Jefferies Financial Group Inc. | 43,293 | $3.44M | 0.04% | −189,298−81.4% | Reduced |
| Integrated Wealth Concepts LLC | 43,800 | $3.48M | 0.03% | +43,800 | New |
| Siemens Fonds Invest GmbH | 43,858 | $3.48M | 0.20% | +3,123+7.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 44,200 | $3.51M | 0.21% | +44,200 | New |
| Summit Trail Advisors, LLC | 44,564 | $3.54M | 0.05% | +1,289+3.0% | Added |
| XTX Topco Ltd | 44,669 | $3.55M | 0.06% | −71,064−61.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 44,948 | $3.57M | 0.59% | +41,726+1,295.0% | Added |
| Teachers Retirement System of the State of Kentucky | 45,012 | $3.58M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 45,589 | $3.62M | 0.08% | +17,086+59.9% | Added |
| Stiles Financial Services Inc | 46,142 | $3.67M | 1.12% | −507−1.1% | Reduced |
| Intech Investment Management LLC | 46,148 | $3.67M | 0.04% | +20,653+81.0% | Added |
| Harvest Fund Management Co., Ltd | 46,160 | $3.67M | 0.16% | −112,172−70.8% | Reduced |
| Prudential PLC | 46,965 | $3.73M | 0.03% | −3,773−7.4% | Reduced |
| NBC Securities, Inc. | 46,965 | $3.73M | 0.28% | −229−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 48,613 | $3.86M | 0.04% | +12,964+36.4% | Added |
| Meyer Handelman Co | 48,821 | $3.88M | 0.12% | −235−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 49,237 | $3.91M | 0.22% | −30,954−38.6% | Reduced |
| Norinchukin Bank, The | 49,416 | $3.93M | 0.05% | +3,095+6.7% | Added |
| Headlands Technologies LLC | 49,903 | $3.96M | 0.45% | +20,250+68.3% | Added |
| Abn Amro Investment Solutions | 50,062 | $3.98M | 0.05% | −55,034−52.4% | Reduced |
| Nomura Holdings Inc | 50,297 | $4.00M | 0.03% | −61,585−55.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 50,966 | $4.07M | 0.10% | +17,961+54.4% | Added |
| Simon Quick Advisors, LLC | 52,569 | $4.18M | 0.19% | +6,133+13.2% | Added |
| Sanctuary Advisors, LLC | 53,750 | $4.27M | 0.02% | −5,353−9.1% | Reduced |
| UniSuper Management Pty Ltd | 54,132 | $4.30M | 0.03% | −1,286−2.3% | Reduced |
| Davenport & Co LLC | 54,446 | $4.33M | 0.02% | −15,932−22.6% | Reduced |
| Princeton Global Asset Management LLC | 54,560 | $4.33M | 0.71% | +12,149+28.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,694 | $4.34M | 0.15% | +6,748+14.1% | Added |
| Public Employees Retirement Association of Colorado | 55,038 | $4.37M | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 55,367 | $4.40M | 0.01% | −22,914−29.3% | Reduced |
| Zions Bancorporation, National Association | 56,382 | $4.48M | 0.29% | −34,649−38.1% | Reduced |
| Private Advisor Group, LLC | 56,646 | $4.50M | 0.02% | −6,888−10.8% | Reduced |
| Ameritas Investment Partners, Inc. | 56,739 | $4.51M | 0.14% | +2,350+4.3% | Added |
| First Bank & Trust | 56,808 | $4.51M | 0.73% | +290+0.5% | Added |
| M&T Bank Corp | 57,064 | $4.53M | 0.01% | −3,382−5.6% | Reduced |
| KBC Group NV | 57,351 | $4.56M | 0.01% | +2,790+5.1% | Added |
| Harrison Street Private Wealth LLC | 57,507 | $4.57M | 6.05% | +57,507 | New |
| Allstate Corp | 58,484 | $4.65M | 0.05% | +13,880+31.1% | Added |
| State of Alaska, Department of Revenue | 60,048 | $4.77M | 0.05% | +1,270+2.2% | Added |
| Profund Advisors LLC | 60,225 | $4.78M | 0.18% | −15,724−20.7% | Reduced |
| L & S Advisors Inc | 60,943 | $4.84M | 0.61% | +60,943 | New |
| Nisa Investment Advisors, LLC | 60,510 | $4.84M | 0.02% | −2,087−3.3% | Reduced |
| Glenmede Trust Co NA | 61,558 | $4.89M | 0.02% | +2,652+4.5% | Added |
| Atria Investments LLC | 61,912 | $4.92M | 0.06% | −9,356−13.1% | Reduced |
| Morton Community Bank | 62,045 | $4.93M | 1.07% | +295+0.5% | Added |
| Defiance ETFs, LLC | 62,428 | $4.96M | 0.07% | +62,428 | New |
| Mutual of America Capital Management LLC | 62,908 | $5.00M | 0.06% | −599−0.9% | Reduced |
| Metis Global Partners, LLC | 63,143 | $5.02M | 0.12% | −703−1.1% | Reduced |
| Bogart Wealth, LLC | 63,288 | $5.03M | 0.19% | +2,480+4.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 63,500 | $5.04M | 0.03% | +63,500 | New |
| Pacer Advisors, Inc. | 63,764 | $5.07M | 0.01% | −38,037−37.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 63,783 | $5.07M | 0.02% | +31,106+95.2% | Added |
| Capital Management Associates, Inc | 63,998 | $5.08M | 1.15% | +397+0.6% | Added |
| Kestra Advisory Services, LLC | 64,122 | $5.09M | 0.02% | −41−0.1% | Reduced |
| Primecap Management Co | 67,000 | $5.32M | 0.00% | +67,000 | New |
| Larson Financial Group LLC | 67,228 | $5.34M | 0.17% | +666+1.0% | Added |
| Oregon Public Employees Retirement Fund | 67,725 | $5.38M | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 68,222 | $5.42M | 0.01% | +337+0.5% | Added |
| Warren Averett Asset Management, LLC | 68,493 | $5.44M | 0.04% | −1,242−1.8% | Reduced |
| First National Bank of Omaha | 69,744 | $5.54M | 0.17% | −33,537−32.5% | Reduced |
| Polymer Capital Management (US) LLC | 70,000 | $5.56M | 0.82% | −20,000−22.2% | Reduced |
| American Assets Investment Management, LLC | 70,000 | $5.56M | 0.38% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 70,214 | $5.58M | 0.01% | −3,651−4.9% | Reduced |
| Lazard Asset Management LLC | 70,454 | $5.60M | 0.01% | −122,915−63.6% | Reduced |
| Louisiana State Employees Retirement System | 71,100 | $5.65M | 0.10% | +1,300+1.9% | Added |
| Boothbay Fund Management, LLC | 72,341 | $5.75M | 0.13% | −9,405−11.5% | Reduced |
| JustInvest LLC | 72,519 | $5.76M | 0.06% | −1,398−1.9% | Reduced |