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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 3,158 | $251.2K | 0.01% | −305−8.8% | Reduced |
| Aviance Capital Partners, LLC | 3,163 | $251.3K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 3,172 | $252.0K | 0.01% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,177 | $252.4K | 0.11% | −135−4.1% | Reduced |
| Drive Wealth Management, LLC | 3,157 | $252.6K | 0.05% | +41+1.3% | Added |
| L2 Asset Management, LLC | 3,192 | $253.6K | 0.02% | +216+7.3% | Added |
| 180 Wealth Advisors, LLC | 3,197 | $254.0K | 0.03% | +4+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 3,210 | $255.0K | 0.01% | +121+3.9% | Added |
| Verition Fund Management LLC | 3,220 | $255.8K | 0.00% | −650,220−99.5% | Reduced |
| Centric Wealth Management | 3,179 | $258.0K | 0.05% | −4−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,213 | $259.4K | 0.01% | −1,296−28.7% | Reduced |
| HBK Sorce Advisory LLC | 3,268 | $259.4K | 0.01% | −2,031−38.3% | Reduced |
| Advyzon Investment Management, LLC | 3,266 | $259.5K | 0.02% | +3,266 | New |
| Boulder Wealth Advisors, LLC | 3,270 | $259.8K | 0.10% | 00.0% | Unchanged |
| Trust Co | 3,271 | $259.8K | 0.02% | +329+11.2% | Added |
| ARS Wealth Advisors Group, LLC | 3,274 | $260.1K | 0.02% | +5+0.2% | Added |
| Compass Financial Group, INC | 3,275 | $260.2K | 0.04% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,297 | $261.9K | 0.03% | +17+0.5% | Added |
| Great Diamond Partners, LLC | 3,298 | $262.0K | 0.05% | +6+0.2% | Added |
| Smithfield Trust Co | 3,301 | $263.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,320 | $263.7K | 0.05% | −385−10.4% | Reduced |
| Knollwood Investment Advisory, LLC | 3,323 | $264.0K | 0.03% | 00.0% | Unchanged |
| WBI Investments | 3,342 | $265.5K | 0.07% | +3,342 | New |
| Millington Securities, LLC | 3,342 | $265.5K | 0.07% | +3,342 | New |
| Boston Trust Walden Corp | 3,347 | $265.9K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 3,349 | $266.1K | 0.01% | −29−0.9% | Reduced |
| Mystic Asset Management, Inc. | 3,352 | $266.3K | 0.06% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,354 | $266.4K | 0.18% | −11,772−77.8% | Reduced |
| CoreFirst Bank & Trust | 3,370 | $267.7K | 0.14% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,371 | $267.8K | 0.01% | +172+5.4% | Added |
| BlueStem Wealth Partners, LLC | 3,376 | $268.2K | 0.03% | +9+0.3% | Added |
| Chesley Taft & Associates LLC | 3,382 | $268.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,405 | $270.0K | 0.00% | +631+22.7% | Added |
| Peoples Financial Services Corp. | 3,400 | $270.1K | 0.13% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,402 | $270.2K | 0.08% | −54−1.6% | Reduced |
| Diversify Wealth Management, LLC | 3,450 | $271.9K | 0.00% | +3,450 | New |
| James Hambro & Partners | 3,425 | $272.1K | 0.01% | −1,650−32.5% | Reduced |
| Scissortail Wealth Management, LLC | 3,449 | $274.0K | 0.06% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,437 | $274.3K | 0.01% | −2,097−37.9% | Reduced |
| First National Bank Sioux Falls | 3,404 | $275.9K | 0.08% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 3,479 | $276.0K | 0.04% | −1,611−31.7% | Reduced |
| MQS Management LLC | 3,486 | $276.9K | 0.19% | −1,494−30.0% | Reduced |
| Rosenberg Matthew Hamilton | 3,497 | $277.8K | 0.06% | −63−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,498 | $277.9K | 0.00% | +492+16.4% | Added |
| Hoese & Co LLP | 3,500 | $278.0K | 0.21% | 00.0% | Unchanged |
| HM Payson & Co | 3,515 | $279.2K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 3,521 | $279.7K | 0.02% | +3,521 | New |
| Alley Investment Management Company, LLC | 3,541 | $281.3K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,498 | $281.4K | 0.05% | +25+0.7% | Added |
| LCM Capital Management Inc | 3,561 | $282.9K | 0.14% | −27−0.8% | Reduced |
| CIBC World Markets Inc. | 3,565 | $283.2K | 0.00% | −84,342−95.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,565 | $283.2K | 0.05% | +16+0.5% | Added |
| Oak Thistle LLC | 3,567 | $283.4K | 0.03% | −32,999−90.2% | Reduced |
| Integrity Alliance, LLC. | 3,573 | $283.9K | 0.01% | −6,068−62.9% | Reduced |
| Daymark Wealth Partners, LLC | 3,583 | $284.6K | 0.01% | −26−0.7% | Reduced |
| Johnson Investment Counsel Inc | 3,589 | $285.1K | 0.00% | −550−13.3% | Reduced |
| Retiremitten Financial LLC | 3,590 | $285.2K | 0.14% | +3,590 | New |
| Simplex Trading, LLC | 3,595 | $285.6K | 0.01% | −6,216−63.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,600 | $286.0K | 0.05% | +3,600 | New |
| Heartland Bank & Trust Co | 3,627 | $288.1K | 0.07% | +3,627 | New |
| Lazari Capital Management, Inc. | 3,628 | $288.2K | 0.10% | +8+0.2% | Added |
| Versant Capital Management, Inc | 3,629 | $288.3K | 0.03% | +1,390+62.1% | Added |
| Ballast Advisors LLC | 3,634 | $288.7K | 0.08% | −431−10.6% | Reduced |
| Kercheville Advisors, LLC | 3,641 | $289.2K | 0.09% | +3,641 | New |
| Howe & Rusling Inc | 3,641 | $289.2K | 0.02% | +6+0.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,644 | $291.5K | 0.06% | +153+4.4% | Added |
| Patron Partners Advisors, LLC | 3,692 | $293.3K | 0.13% | +3,692 | New |
| JPL Wealth Management, LLC | 3,713 | $294.9K | 0.07% | +459+14.1% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,730 | $296.3K | 0.03% | +27+0.7% | Added |
| Planning Center, Inc. | 3,740 | $297.1K | 0.03% | +4+0.1% | Added |
| Summit Wealth Group LLC | 3,790 | $301.1K | 0.03% | +79+2.1% | Added |
| M.E. Allison & Co., Inc. | 3,800 | $301.9K | 0.20% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,808 | $302.5K | 1.47% | +2+0.1% | Added |
| DORVAL Corp | 3,842 | $305.2K | 0.09% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,855 | $306.2K | 0.02% | +897+30.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,862 | $306.8K | 0.00% | +14+0.4% | Added |
| Premier Path Wealth Partners, LLC | 3,883 | $308.5K | 0.04% | +263+7.3% | Added |
| Tyche Wealth Partners LLC | 3,886 | $308.7K | 0.05% | −368−8.7% | Reduced |
| Anchyra Partners LLC | 3,910 | $310.6K | 0.09% | +165+4.4% | Added |
| RNC Capital Management LLC | 3,921 | $311.5K | 0.01% | +8+0.2% | Added |
| Paragon Capital Management LLC | 3,931 | $312.3K | 0.15% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,942 | $313.2K | 0.03% | −5,050−56.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,951 | $313.9K | 0.06% | −1,148−22.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,964 | $314.9K | 0.03% | −259−6.1% | Reduced |
| Ingalls & Snyder LLC | 3,971 | $315.0K | 0.01% | −10−0.3% | Reduced |
| Signal Advisors Wealth, LLC | 3,968 | $315.3K | 0.02% | +1,198+43.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,005 | $318.2K | 0.09% | +4,005 | New |
| Peak Asset Management, LLC | 4,016 | $319.0K | 0.06% | −2,848−41.5% | Reduced |
| JNBA Financial Advisors | 4,041 | $321.1K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,050 | $321.7K | 0.11% | +140+3.6% | Added |
| Leverty Financial Group, LLC | 4,058 | $322.4K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,077 | $323.9K | 0.13% | −94−2.3% | Reduced |
| Park Place Capital Corp | 4,097 | $325.5K | 0.07% | −1,372−25.1% | Reduced |
| Farmers & Merchants Investments Inc | 4,111 | $326.6K | 0.01% | +652+18.8% | Added |
| nVerses Capital, LLC | 4,119 | $327.2K | 0.30% | −328−7.4% | Reduced |
| Montag A & Associates Inc | 4,099 | $328.1K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 4,160 | $330.4K | 0.08% | +51+1.2% | Added |
| First Business Financial Services, Inc. | 4,184 | $332.4K | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 4,167 | $333.5K | 0.07% | +85+2.1% | Added |
| Patrick M Sweeney & Associates, Inc | 4,225 | $335.6K | 0.22% | +105+2.5% | Added |