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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 761 | $60.0K | 0.00% | −4,177−84.6% | Reduced |
| Financial Perspectives, Inc | 767 | $60.9K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 788 | $62.6K | 0.00% | +46+6.2% | Added |
| Salomon & Ludwin, LLC | 777 | $62.7K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 798 | $63.4K | 0.01% | −205−20.4% | Reduced |
| Rossby Financial, LCC | 801 | $63.8K | 0.01% | +549+217.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 805 | $63.9K | 0.03% | −68−7.8% | Reduced |
| Burkett Financial Services, LLC | 825 | $65.5K | 0.02% | +7+0.9% | Added |
| Truvestments Capital LLC | 857 | $68.1K | 0.01% | +43+5.3% | Added |
| Addison Advisors LLC | 857 | $68.1K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 859 | $68.2K | 0.00% | +6+0.7% | Added |
| Oakworth Capital, Inc. | 867 | $68.9K | 0.00% | −122−12.3% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 877 | $69.7K | 0.03% | +877 | New |
| True Wealth Design, LLC | 897 | $71.3K | 0.02% | +13+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $71.7K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 899 | $71.7K | 0.04% | +6+0.7% | Added |
| Leonteq Securities AG | 925 | $73.5K | 0.00% | −5,004−84.4% | Reduced |
| Salem Investment Counselors Inc | 933 | $74.7K | 0.00% | +933 | New |
| Centennial Bank | 947 | $75.2K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 959 | $76.2K | 0.01% | −25−2.5% | Reduced |
| Financial Consulate, Inc | 990 | $78.6K | 0.01% | +8+0.8% | Added |
| Hager Investment Management Services, LLC | 1,000 | $79.4K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,005 | $79.8K | 0.01% | −97−8.8% | Reduced |
| Loomis Sayles & Co L P | 1,007 | $80.0K | 0.00% | +4+0.4% | Added |
| Capital Analysts, LLC | 1,016 | $81.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,013 | $81.1K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,023 | $81.3K | 0.01% | −4−0.4% | Reduced |
| Heritage Wealth Advisors | 1,040 | $82.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,049 | $83.3K | 0.02% | +63+6.4% | Added |
| Washington Trust Advisors, Inc. | 1,049 | $83.3K | 0.01% | +19+1.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $85.6K | 0.01% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,092 | $86.7K | 0.07% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 1,178 | $87.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,107 | $87.9K | 0.00% | −105−8.7% | Reduced |
| Vision Financial Markets LLC | 1,110 | $88.2K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,137 | $90.3K | 0.01% | −276−19.5% | Reduced |
| Dorato Capital Management | 1,112 | $90.6K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,152 | $91.5K | 0.00% | −22−1.9% | Reduced |
| Delos Wealth Advisors, LLC | 1,200 | $95.3K | 0.05% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,210 | $96.1K | 0.03% | +1,210 | New |
| NBT Bank N A | 1,210 | $96.1K | 0.01% | +1,062+717.6% | Added |
| Country Trust Bank | 1,220 | $96.9K | 0.00% | −63−4.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $97.0K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,225 | $97.3K | 0.05% | +3+0.2% | Added |
| Bank of New Hampshire | 1,229 | $97.6K | 0.02% | −400−24.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,405 | $99.5K | 0.03% | +609+76.5% | Added |
| IAG Wealth Partners, LLC | 1,276 | $101.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,277 | $101.4K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,301 | $103.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,342 | $106.6K | 0.00% | +57+4.4% | Added |
| North Ridge Wealth Advisors, Inc. | 1,356 | $107.7K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,395 | $110.8K | 0.07% | +35+2.6% | Added |
| Ostrum Asset Management | 1,415 | $112.4K | 0.01% | +21+1.5% | Added |
| Capula Management Ltd | 1,444 | $114.7K | 0.00% | +1,444 | New |
| Insight Financial Services | 1,450 | $115.2K | 0.06% | +508+53.9% | Added |
| Hanson & Doremus Investment Management | 1,459 | $116.0K | 0.01% | −90−5.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,471 | $118.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,491 | $118.4K | 0.03% | −343−18.7% | Reduced |
| First Community Trust NA | 1,500 | $119.2K | 0.09% | 00.0% | Unchanged |
| Avalon Trust Co | 1,509 | $119.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,541 | $122.4K | 0.01% | +104+7.2% | Added |
| Wall Street Financial Group, Inc. | 1,569 | $124.6K | 0.07% | +1,569 | New |
| Westfuller Advisors, LLC | 1,562 | $124.9K | 0.05% | −12−0.8% | Reduced |
| MTM Investment Management, LLC | 1,584 | $125.8K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,593 | $126.5K | 0.04% | +673+73.2% | Added |
| Onefund, LLC | 1,627 | $129.7K | 0.08% | +44+2.8% | Added |
| Parkside Financial Bank & Trust | 1,651 | $131.2K | 0.01% | −243−12.8% | Reduced |
| Optiver Holding B.V. | 1,664 | $132.2K | 0.01% | +593+55.4% | Added |
| Intesa Sanpaolo Wealth Management | 1,672 | $132.8K | 0.03% | +208+14.2% | Added |
| Golden State Wealth Management, LLC | 1,715 | $136.2K | 0.01% | −108−5.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $140.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,776 | $141.1K | 0.02% | +1,149+183.3% | Added |
| Colonial Trust Advisors | 1,795 | $142.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,802 | $143.2K | 0.00% | −348−16.2% | Reduced |
| Stephenson National Bank & Trust | 1,853 | $147.2K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,867 | $148.3K | 0.02% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 1,899 | $150.9K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,900 | $150.9K | 0.01% | +1,900 | New |
| Costello Asset Management, INC | 1,914 | $152.1K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,920 | $152.5K | 0.01% | +99+5.4% | Added |
| Cromwell Holdings LLC | 1,933 | $154.7K | 0.09% | +15+0.8% | Added |
| Riverview Trust Co | 1,988 | $157.9K | 0.19% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $158.9K | 0.08% | −500−20.0% | Reduced |
| Chilton Capital Management LLC | 2,000 | $158.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,027 | $161.0K | 0.02% | +37+1.9% | Added |
| Millstone Evans Group, LLC | 2,051 | $162.9K | 0.10% | −10.0% | Reduced |
| St Germain D J Co Inc | 2,069 | $164.4K | 0.01% | −252−10.9% | Reduced |
| Vestor Capital, LLC | 2,076 | $165.0K | 0.01% | +2,076 | New |
| Opal Wealth Advisors, LLC | 2,102 | $167.0K | 0.04% | +2,102 | New |
| Whittier Trust Co | 2,090 | $168.0K | 0.00% | +418+25.0% | Added |
| Creative Capital Management Investments LLC | 2,162 | $171.7K | 0.05% | 00.0% | Unchanged |
| Family Capital Trust Co | 2,235 | $177.5K | 0.06% | +106+5.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,241 | $178.1K | 0.00% | 00.0% | Unchanged |
| Motco | 2,266 | $180.0K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,278 | $181.0K | 0.02% | +210+10.2% | Added |
| Whipplewood Advisors, LLC | 2,346 | $186.4K | 0.10% | +20+0.9% | Added |
| N.E.W. Advisory Services LLC | 2,349 | $186.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $188.7K | 0.06% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,422 | $192.4K | 0.00% | +2,422 | New |
| Sound Income Strategies, LLC | 2,418 | $192.8K | 0.01% | −21−0.9% | Reduced |