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 |
|---|---|---|---|---|---|
| Crestwood Advisors Group LLC | 4,254 | $337.9K | 0.01% | +365+9.4% | Added |
| Advisory Alpha, LLC | 4,255 | $338.1K | 0.01% | −77−1.8% | Reduced |
| Simplicity Wealth,LLC | 4,261 | $338.5K | 0.02% | +62+1.5% | Added |
| Aventura Private Wealth, LLC | 4,317 | $342.9K | 0.13% | 00.0% | Unchanged |
| Blue Water Asset Management | 4,346 | $345.2K | 0.12% | +125+3.0% | Added |
| LeClair Wealth Partners LLC | 4,346 | $345.2K | 0.12% | +4,346 | New |
| Mesirow Financial Investment Management, Inc. | 4,371 | $347.4K | 0.01% | +10+0.2% | Added |
| Bell Bank | 4,397 | $349.3K | 0.01% | −448−9.2% | Reduced |
| First National Bank & Trust Co of Newtown | 4,425 | $351.5K | 0.08% | −1,179−21.0% | Reduced |
| Atomi Financial Group, Inc. | 4,431 | $352.0K | 0.01% | −223−4.8% | Reduced |
| Frank, Rimerman Advisors LLC | 4,441 | $352.8K | 0.02% | −666−13.0% | Reduced |
| Gateway Wealth Partners, LLC | 4,465 | $354.7K | 0.01% | +4,465 | New |
| Victory Financial Group, LLC | 4,505 | $357.9K | 0.04% | +90+2.0% | Added |
| Evansbrook LLC | 4,507 | $358.0K | 0.24% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,513 | $358.5K | 0.01% | +807+21.8% | Added |
| SageGuard Financial Group, LLC | 4,514 | $358.6K | 0.06% | +16+0.4% | Added |
| Poinciana Advisors Group, LLC | 4,524 | $359.4K | 0.28% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 4,543 | $360.9K | 0.02% | +552+13.8% | Added |
| Concord Wealth Partners | 4,561 | $362.3K | 0.05% | −61−1.3% | Reduced |
| Intrua Financial, LLC | 4,582 | $364.0K | 0.04% | −466−9.2% | Reduced |
| Affiance Financial, LLC | 4,592 | $364.8K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,594 | $365.0K | 0.04% | +63+1.4% | Added |
| Nautilus Advisors LLC | 4,612 | $366.4K | 0.25% | +35+0.8% | Added |
| Access Financial Services, Inc. | 4,612 | $366.4K | 0.13% | −93−2.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 4,645 | $368.0K | 0.11% | +4,645 | New |
| First Horizon Corp | 4,639 | $368.5K | 0.02% | −196−4.1% | Reduced |
| Sofos Investments, Inc. | 4,652 | $369.6K | 0.07% | +785+20.3% | Added |
| Principle Wealth Partners LLC | 4,662 | $370.4K | 0.02% | +139+3.1% | Added |
| MAI Capital Management | 4,667 | $370.7K | 0.00% | +565+13.8% | Added |
| Buska Wealth Management, LLC | 4,681 | $371.9K | 0.15% | +35+0.8% | Added |
| MorganRosel Wealth Management, LLC | 4,700 | $373.4K | 0.15% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,703 | $373.6K | 0.00% | −1,583−25.2% | Reduced |
| IFP Advisors, Inc | 4,713 | $374.4K | 0.01% | −2,402−33.8% | Reduced |
| Petros Family Wealth, LLC | 4,720 | $375.0K | 0.27% | −1,000−17.5% | Reduced |
| Birch Financial Group, LLC | 4,724 | $375.3K | 0.22% | +868+22.5% | Added |
| Journey Strategic Wealth LLC | 4,727 | $375.5K | 0.01% | +1,514+47.1% | Added |
| Sowell Financial Services LLC | 4,739 | $376.5K | 0.01% | +592+14.3% | Added |
| Warwick Investment Management, Inc. | 4,758 | $378.0K | 0.05% | −337−6.6% | Reduced |
| Venture Visionary Partners LLC | 4,773 | $379.2K | 0.01% | −500−9.5% | Reduced |
| International Assets Investment Management, LLC | 4,763 | $379.6K | 0.03% | −162−3.3% | Reduced |
| Capital International Sarl | 4,791 | $380.6K | 0.01% | +4,791 | New |
| Alerus Financial NA | 4,854 | $385.6K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,890 | $387.1K | 0.03% | −431−8.1% | Reduced |
| Apella Capital, LLC | 4,797 | $388.9K | 0.01% | +677+16.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,925 | $391.2K | 0.02% | −160−3.1% | Reduced |
| South State Corp. | 4,931 | $391.7K | 0.02% | +1,145+30.2% | Added |
| Frec Markets, Inc. | 4,942 | $392.6K | 0.07% | +1,676+51.3% | Added |
| Cullen/Frost Bankers, Inc. | 4,947 | $393.0K | 0.00% | −10.0% | Reduced |
| Stephens Inc | 4,960 | $394.0K | 0.00% | −1,703−25.6% | Reduced |
| Everpar Advisors LLC | 4,961 | $394.1K | 0.14% | +303+6.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,970 | $394.8K | 0.00% | +304+6.5% | Added |
| Legacy Capital Group California, Inc. | 4,971 | $394.9K | 0.15% | −1,280−20.5% | Reduced |
| Evergreen Capital Management LLC | 4,944 | $395.7K | 0.01% | +507+11.4% | Added |
| Welch Group, LLC | 4,989 | $396.3K | 0.01% | −290−5.5% | Reduced |
| Glenview Trust Co | 4,997 | $397.0K | 0.01% | −1,954−28.1% | Reduced |
| Krilogy Financial LLC | 4,918 | $398.6K | 0.01% | +69+1.4% | Added |
| Heritage Wealth Architects, Inc. | 4,844 | $400.0K | 0.17% | +828+20.6% | Added |
| Castle Rock Wealth Management, LLC | 4,955 | $400.1K | 0.09% | +5+0.1% | Added |
| Stock Yards Bank & Trust Co | 5,046 | $400.9K | 0.01% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,049 | $401.1K | 0.08% | −1,245−19.8% | Reduced |
| Brighton Jones LLC | 5,147 | $408.9K | 0.01% | +5,147 | New |
| Hilltop Holdings Inc. | 5,148 | $408.9K | 0.04% | −3,471−40.3% | Reduced |
| Heritage Trust Co | 5,157 | $409.7K | 0.04% | −40−0.8% | Reduced |
| EntryPoint Capital, LLC | 5,178 | $411.3K | 0.12% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,182 | $411.7K | 0.02% | +6+0.1% | Added |
| Kestra Investment Management, LLC | 5,241 | $416.4K | 0.01% | +63+1.2% | Added |
| Umb Bank N A | 5,252 | $417.2K | 0.01% | −1,957−27.1% | Reduced |
| State of Wyoming | 5,374 | $426.9K | 0.05% | +2,861+113.8% | Added |
| Financial Advisors Network, Inc. | 5,378 | $427.2K | 0.06% | +525+10.8% | Added |
| Beese Fulmer Investment Management, Inc. | 5,380 | $427.4K | 0.03% | −1,196−18.2% | Reduced |
| Bravera Wealth | 5,387 | $427.9K | 0.19% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $428.1K | 0.03% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $428.5K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,395 | $428.6K | 0.04% | −144−2.6% | Reduced |
| Lakeridge Wealth Management LLC | 5,412 | $429.9K | 0.18% | +39+0.7% | Added |
| CFS Investment Advisory Services, LLC | 5,305 | $430.1K | 0.03% | +96+1.8% | Added |
| Third View Private Wealth, LLC | 5,446 | $432.6K | 0.06% | +292+5.7% | Added |
| Tiaa Trust, National Association | 5,447 | $432.7K | 0.03% | −175,222−97.0% | Reduced |
| Heritage Investors Management Corp | 5,472 | $435.0K | 0.01% | +5,472 | New |
| Syon Capital LLC | 5,512 | $437.9K | 0.02% | +10.0% | Added |
| Waterloo Capital, L.P. | 5,516 | $438.2K | 0.03% | +778+16.4% | Added |
| Waycross Partners, LLC | 5,550 | $440.9K | 0.04% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 5,578 | $443.1K | 0.25% | +14+0.3% | Added |
| SC&H Financial Advisors, Inc. | 5,592 | $444.2K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 5,596 | $445.0K | 0.07% | −133−2.3% | Reduced |
| Segment Wealth Management, LLC | 5,645 | $448.4K | 0.03% | −740−11.6% | Reduced |
| TCG Advisory Services, LLC | 5,652 | $449.0K | 0.01% | +397+7.6% | Added |
| Catalytic Wealth RIA, LLC | 5,676 | $450.9K | 0.02% | +34+0.6% | Added |
| Twin Tree Management, LP | 5,752 | $456.9K | 0.10% | +5,752 | New |
| Integris Wealth Management, LLC | 5,812 | $461.7K | 0.11% | −188−3.1% | Reduced |
| Spire Wealth Management | 5,879 | $467.1K | 0.02% | +242+4.3% | Added |
| Freedom Financial Partners LLC | 5,897 | $468.4K | 0.17% | −679−10.3% | Reduced |
| AlTi Global, Inc. | 5,902 | $472.3K | 0.01% | +116+2.0% | Added |
| Excelsior Advisor Network LLC | 5,972 | $474.4K | 0.18% | +5,972 | New |
| Ronald Blue Trust, Inc. | 5,984 | $475.4K | 0.01% | −2,229−27.1% | Reduced |
| Sumitomo Life Insurance Co | 6,001 | $476.7K | 0.01% | +193+3.3% | Added |
| Capital Performance Advisors LLP | 6,017 | $478.0K | 0.03% | +289+5.0% | Added |
| Ashton Thomas Securities, LLC | 6,045 | $480.2K | 0.06% | −450−6.9% | Reduced |
| Hills Bank & Trust Co | 6,120 | $486.2K | 0.02% | −64−1.0% | Reduced |
| Beto Financial Group, LLC | 6,063 | $487.6K | 0.29% | +47+0.8% | Added |