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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 166 | $13.2K | 0.00% | −72−30.3% | Reduced |
| PFS Partners, LLC | 167 | $13.2K | 0.01% | +2+1.2% | Added |
| Financial Management Professionals, Inc. | 170 | $13.6K | 0.00% | +8+4.9% | Added |
| Sachetta, LLC | 172 | $13.7K | 0.01% | +93+117.7% | Added |
| Medallion Wealth Advisors, LLC | 184 | $14.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 187 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 190 | $15.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 192 | $15.3K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 192 | $15.3K | 0.01% | −4−2.0% | Reduced |
| Rialto Wealth Management, LLC | 194 | $15.4K | 0.00% | +22+12.8% | Added |
| Richard W. Paul & Associates, LLC | 197 | $15.7K | 0.01% | −89−31.1% | Reduced |
| Westside Investment Management, Inc. | 197 | $15.8K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 201 | $16.0K | 0.01% | −106−34.5% | Reduced |
| MV Capital Management, Inc. | 220 | $17.5K | 0.00% | +2+0.9% | Added |
| Covestor Ltd | 229 | $18.0K | 0.01% | −654−74.1% | Reduced |
| Global Wealth Strategies & Associates | 228 | $18.1K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 235 | $18.7K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 237 | $18.8K | 0.00% | −5−2.1% | Reduced |
| Armstrong Advisory Group, Inc | 245 | $19.5K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 250 | $19.9K | 0.01% | −37−12.9% | Reduced |
| Bangor Savings Bank | 250 | $19.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 250 | $19.9K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 251 | $19.9K | 0.00% | +16+6.8% | Added |
| UMA Financial Services, Inc. | 257 | $20.4K | 0.00% | +38+17.4% | Added |
| Arlington Trust Co LLC | 258 | $20.5K | 0.00% | +174+207.1% | Added |
| Quest 10 Wealth Builders, Inc. | 261 | $20.7K | 0.02% | +246+1,640.0% | Added |
| Plante Moran Financial Advisors, LLC | 270 | $21.4K | 0.00% | +220+440.0% | Added |
| Private Wealth Asset Management, LLC | 271 | $21.5K | 0.00% | −5−1.8% | Reduced |
| MCF Advisors LLC | 270 | $21.6K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 279 | $22.2K | 0.02% | +1+0.4% | Added |
| MidFirst Bank | 279 | $22.2K | 0.00% | +27+10.7% | Added |
| Fairscale Capital, LLC | 277 | $22.2K | 0.02% | 00.0% | Unchanged |
| American National Bank | 290 | $23.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 293 | $23.3K | 0.01% | +3+1.0% | Added |
| Main Street Group, LTD | 295 | $23.4K | 0.01% | +295 | New |
| Glen Eagle Advisors, LLC | 300 | $23.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 322 | $25.7K | 0.00% | −106−24.8% | Reduced |
| Nemes Rush Group LLC | 336 | $26.7K | 0.00% | +22+7.0% | Added |
| Curio Wealth, LLC | 345 | $27.4K | 0.01% | +4+1.2% | Added |
| Evolution Wealth Management Inc. | 349 | $27.7K | 0.02% | +274+365.3% | Added |
| Pin Oak Investment Advisors Inc | 353 | $28.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 356 | $28.3K | 0.01% | −3−0.8% | Reduced |
| Abound Wealth Management | 361 | $28.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 379 | $30.1K | 0.01% | +89+30.7% | Added |
| Strategic Wealth Partners, Ltd. | 397 | $31.5K | 0.00% | +25+6.7% | Added |
| Strategic Investment Solutions, Inc. | 400 | $31.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 401 | $31.8K | 0.01% | +3+0.8% | Added |
| Tanglewood Legacy Advisors, LLC | 410 | $32.6K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 436 | $34.6K | 0.01% | −172−28.3% | Reduced |
| TD Waterhouse Canada Inc. | 448 | $35.7K | 0.00% | +348+348.0% | Added |
| Beacon Financial Strategies CORP | 450 | $35.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 451 | $36.0K | 0.00% | +4+0.9% | Added |
| First Command Advisory Services, Inc. | 459 | $36.5K | 0.00% | +59+14.8% | Added |
| Pittenger & Anderson Inc | 471 | $37.4K | 0.00% | 00.0% | Unchanged |
| Collier Financial | 476 | $37.8K | 0.03% | +4+0.8% | Added |
| BankPlus Trust Department | 483 | $38.4K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 567 | $38.6K | 0.02% | −700−55.2% | Reduced |
| Owl Creek Wealth Partners LLC | 490 | $38.9K | 0.01% | +490 | New |
| Peterson Wealth Management | 491 | $39.0K | 0.02% | +491 | New |
| Cedar Mountain Advisors, LLC | 495 | $39.3K | 0.01% | +495 | New |
| Monetary Management Group Inc | 500 | $39.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $39.7K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 504 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 505 | $40.1K | 0.01% | +40+8.6% | Added |
| Measured Wealth Private Client Group, LLC | 519 | $41.2K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 520 | $41.3K | 0.04% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $41.8K | 0.02% | −5−0.9% | Reduced |
| Ankerstar Wealth, LLC | 533 | $42.7K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 545 | $43.3K | 0.00% | −76−12.2% | Reduced |
| Silver Grove Financial Group, Inc. | 566 | $45.0K | 0.04% | +566 | New |
| Caldwell Trust Co | 569 | $45.2K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 572 | $45.4K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $45.7K | 0.03% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 578 | $45.9K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 590 | $46.0K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 584 | $46.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 590 | $47.9K | 0.00% | +11+1.9% | Added |
| TSFG, LLC | 609 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 605 | $48.1K | 0.03% | +55+10.0% | Added |
| Gs Investments, Inc. | 618 | $49.1K | 0.03% | −54−8.0% | Reduced |
| North Star Investment Management Corp. | 631 | $50.1K | 0.00% | −420−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 631 | $50.3K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 635 | $50.4K | 0.03% | +4+0.6% | Added |
| SOA Wealth Advisors, LLC. | 636 | $50.5K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 637 | $50.6K | 0.01% | +637 | New |
| Kimelman & Baird, LLC | 652 | $51.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 652 | $51.8K | 0.06% | +652 | New |
| Rothschild Investment LLC | 657 | $52.2K | 0.00% | +86+15.1% | Added |
| RMG Wealth Management LLC | 648 | $52.2K | 0.01% | −25−3.7% | Reduced |
| CVA Family Office, LLC | 668 | $53.1K | 0.01% | +270+67.8% | Added |
| Broadwater Capital Management LLC | 720 | $53.2K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 670 | $53.3K | 0.02% | −2,149−76.2% | Reduced |
| Kingdom Financial Group LLC. | 670 | $53.3K | 0.02% | +488+268.1% | Added |
| Essential Partners LLC | 699 | $55.5K | 0.02% | +9+1.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 698 | $55.8K | 0.01% | −282−28.8% | Reduced |
| Ossiam | 719 | $57.1K | 0.00% | −77−9.7% | Reduced |
| Strengthening Families & Communities, LLC | 724 | $57.5K | 0.01% | −1−0.1% | Reduced |
| McIlrath & Eck, LLC | 733 | $58.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 746 | $59.3K | 0.01% | −160−17.7% | Reduced |