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 |
|---|---|---|---|---|---|
| True Link Financial Advisors, LLC | 2,437 | $193.6K | 0.01% | −626−20.4% | Reduced |
| Virtus Investment Advisers, Inc. | 2,446 | $194.3K | 0.05% | +244+11.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 2,500 | $198.6K | 0.09% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,510 | $199.4K | 0.04% | −76−2.9% | Reduced |
| Thoroughbred Financial Services, LLC | 2,520 | $200.0K | 0.01% | +2,520 | New |
| Hilltop National Bank | 2,529 | $200.9K | 0.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 2,531 | $201.1K | 0.01% | −711−21.9% | Reduced |
| 360 Financial, Inc. | 2,532 | $201.1K | 0.06% | +2,532 | New |
| Alpine Bank Wealth Management | 2,535 | $201.4K | 0.03% | +2,535 | New |
| Fortress Financial Group, LLC | 2,536 | $201.5K | 0.15% | −1,092−30.1% | Reduced |
| Impact Capital Partners LLC | 2,538 | $201.6K | 0.06% | +2,538 | New |
| Arvest Bank Trust Division | 2,539 | $201.7K | 0.01% | +2,539 | New |
| Old Second National Bank of Aurora | 2,548 | $202.4K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 2,550 | $202.6K | 0.12% | +2,550 | New |
| Natural Investments, LLC | 2,573 | $204.0K | 0.05% | +2,573 | New |
| Morton Capital Management LLC | 2,569 | $204.1K | 0.03% | +2,569 | New |
| Texas Yale Capital Corp. | 2,575 | $204.6K | 0.01% | +2,575 | New |
| KTF Investments, LLC | 2,575 | $204.6K | 0.04% | +2,575 | New |
| Insigneo Advisory Services, LLC | 2,579 | $204.9K | 0.01% | −320−11.0% | Reduced |
| Pinnacle Associates Ltd | 2,589 | $205.7K | 0.00% | −198−7.1% | Reduced |
| City State Bank | 2,602 | $206.7K | 0.05% | −10.0% | Reduced |
| High Note Wealth, LLC | 2,627 | $208.7K | 0.04% | +6+0.2% | Added |
| Nilsine Partners, LLC | 2,634 | $209.1K | 0.02% | +2,634 | New |
| Ancora Advisors, LLC | 2,660 | $211.3K | 0.00% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 2,659 | $211.3K | 0.09% | −741−21.8% | Reduced |
| Kuhn & Co Investment Counsel | 2,662 | $211.5K | 0.14% | +2,662 | New |
| Optas, LLC | 2,673 | $212.3K | 0.03% | +2,673 | New |
| Avantax Planning Partners, Inc. | 2,679 | $212.8K | 0.01% | −140−5.0% | Reduced |
| Cambient Family Office, LLC | 2,670 | $213.7K | 0.03% | +2,670 | New |
| Alchemi Wealth, LLC | 2,689 | $213.7K | 0.12% | +2,689 | New |
| Opes Wealth Management LLC | 2,691 | $213.8K | 0.04% | +2,691 | New |
| XY Planning Network, Inc. | 2,685 | $214.0K | 0.03% | +2,685 | New |
| Jacobi Capital Management LLC | 2,701 | $214.6K | 0.01% | +2,701 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,706 | $215.0K | 0.01% | +2,706 | New |
| Centiva Capital, LP | 2,708 | $215.1K | 0.01% | +2,708 | New |
| Price Financial Group Wealth Management, Inc | 2,689 | $216.0K | 3.57% | −8−0.3% | Reduced |
| SilverOak Wealth Management LLC | 2,721 | $216.2K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,729 | $216.8K | 0.02% | −67−2.4% | Reduced |
| Fiduciary Trust Co | 2,746 | $218.1K | 0.00% | +2,746 | New |
| Walker Asset Management, LLC | 2,747 | $218.2K | 0.12% | +17+0.6% | Added |
| Wealth Group Ltd | 2,747 | $218.2K | 0.05% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,749 | $218.4K | 0.01% | −985−26.4% | Reduced |
| Gilman Hill Asset Management, LLC | 2,750 | $218.5K | 0.03% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 2,757 | $219.0K | 0.04% | +2,757 | New |
| Colonial Trust Co | 2,759 | $219.2K | 0.03% | +27+1.0% | Added |
| Eastern Bank | 2,777 | $220.6K | 0.00% | −487−14.9% | Reduced |
| AlphaGrep UK Ltd | 2,780 | $220.8K | 0.07% | −2,672−49.0% | Reduced |
| King Luther Capital Management Corp | 2,793 | $221.9K | 0.00% | +2,793 | New |
| Ascent Advisors, LLC | 2,795 | $222.0K | 0.41% | +2,795 | New |
| Clifford Swan Investment Counsel LLC | 2,796 | $222.1K | 0.01% | 00.0% | Unchanged |
| IFS Group,LLC | 2,798 | $222.3K | 0.20% | +2,798 | New |
| Baker Boyer National Bank | 2,800 | $222.4K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 2,802 | $222.6K | 0.01% | −418−13.0% | Reduced |
| Mindset Wealth Management, LLC | 2,806 | $222.9K | 0.06% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 2,812 | $223.4K | 0.28% | +49+1.8% | Added |
| Dougherty & Associates, LLC | 2,817 | $223.8K | 0.21% | −322−10.3% | Reduced |
| Madison Wealth Partners, Inc | 2,841 | $225.7K | 0.04% | −73−2.5% | Reduced |
| ORG Wealth Partners, LLC | 2,843 | $225.8K | 0.04% | +823+40.7% | Added |
| Sunbelt Securities, Inc. | 2,845 | $226.0K | 0.01% | −490−14.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,859 | $227.1K | 0.00% | +2,859 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 2,870 | $228.0K | 0.05% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,872 | $228.2K | 3.94% | 00.0% | Unchanged |
| Old National Bancorp | 2,878 | $228.6K | 0.00% | −26−0.9% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $228.7K | 0.17% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,904 | $230.7K | 0.03% | +4+0.1% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $230.8K | 0.05% | 00.0% | Unchanged |
| Sharpepoint LLC | 2,933 | $233.0K | 0.14% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,942 | $233.7K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,948 | $234.2K | 0.02% | +158+5.7% | Added |
| Fideuram Asset Management (Ireland) dac | 3,065 | $234.3K | 0.03% | −4,549−59.7% | Reduced |
| Ramirez Asset Management, Inc. | 2,949 | $234.3K | 0.03% | +2,949 | New |
| Patton Fund Management, Inc. | 2,950 | $234.3K | 0.04% | 00.0% | Unchanged |
| Kure Advisory, LLC | 2,953 | $234.6K | 0.13% | −258−8.0% | Reduced |
| Wellspring Financial Advisors, LLC | 2,956 | $234.8K | 0.02% | −800−21.3% | Reduced |
| GHP Investment Advisors, Inc. | 2,957 | $234.9K | 0.01% | +41+1.4% | Added |
| Ullmann Financial Group, Inc. | 2,958 | $235.0K | 0.02% | −40−1.3% | Reduced |
| NTV Asset Management LLC | 2,968 | $235.8K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,980 | $236.7K | 0.06% | −6,674−69.1% | Reduced |
| Nations Financial Group Inc, | 2,995 | $238.0K | 0.01% | −1,260−29.6% | Reduced |
| Everhart Financial Group, Inc. | 3,010 | $239.1K | 0.02% | +3,010 | New |
| One Capital Management, LLC | 3,018 | $239.7K | 0.01% | +3,018 | New |
| Allianz Asset Management GmbH | 3,026 | $240.4K | 0.00% | −205,828−98.6% | Reduced |
| Prelude Capital Management, LLC | 3,040 | $241.5K | 0.02% | −650−17.6% | Reduced |
| Mutual Advisors, LLC | 3,048 | $242.2K | 0.01% | −4−0.1% | Reduced |
| Accel Wealth Management | 3,051 | $242.3K | 0.06% | −567−15.7% | Reduced |
| Golden State Equity Partners | 3,052 | $242.5K | 0.02% | +309+11.3% | Added |
| Kennedy Capital Management, Inc. | 3,057 | $242.8K | 0.01% | −17−0.6% | Reduced |
| Diversified Enterprises, LLC | 3,061 | $243.2K | 0.01% | +54+1.8% | Added |
| Cary Street Partners Financial LLC | 3,062 | $243.2K | 0.01% | +414+15.6% | Added |
| North Star Asset Management Inc | 3,066 | $243.6K | 0.01% | +77+2.6% | Added |
| Perennial Investment Advisors, LLC | 3,091 | $245.5K | 0.02% | −145−4.5% | Reduced |
| Atlantic Family Wealth, LLC | 3,106 | $246.7K | 0.18% | −1,141−26.9% | Reduced |
| USAdvisors Wealth Management, LLC | 3,127 | $247.0K | 0.08% | +19+0.6% | Added |
| Portside Wealth Group, LLC | 3,111 | $247.1K | 0.03% | −10.0% | Reduced |
| Valued Retirements, Inc. | 3,112 | $247.2K | 0.24% | +149+5.0% | Added |
| Confluence Wealth Services, Inc. | 3,120 | $247.9K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 3,125 | $248.3K | 0.02% | −3,325−51.6% | Reduced |
| Purpose Unlimited Inc. | 3,132 | $248.8K | 0.01% | +450+16.8% | Added |
| Concord Asset Management, LLC | 3,139 | $249.4K | 0.04% | −61−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 3,157 | $250.8K | 0.01% | +2+0.1% | Added |