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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 6,244 | $496.0K | 0.02% | −988−13.7% | Reduced |
| Capital Investment Advisors, LLC | 6,253 | $496.8K | 0.01% | +1,109+21.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,282 | $499.0K | 0.01% | +7+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 6,300 | $500.5K | 1.14% | +6,300 | New |
| Csenge Advisory Group | 6,332 | $503.0K | 0.02% | +40+0.6% | Added |
| Atom Investors LP | 6,361 | $505.3K | 0.04% | −53,435−89.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 6,372 | $506.2K | 0.14% | +79+1.3% | Added |
| Atlantic Union Bankshares Corp | 6,377 | $506.6K | 0.01% | +267+4.4% | Added |
| Private Trust Co NA | 6,383 | $507.1K | 0.05% | +771+13.7% | Added |
| Brown Brothers Harriman & Co | 6,457 | $512.9K | 0.00% | +1,934+42.8% | Added |
| Equitable Holdings, Inc. | 6,818 | $516.2K | 0.00% | +2,602+61.7% | Added |
| SNS Financial Group, LLC | 6,472 | $517.9K | 0.04% | +211+3.4% | Added |
| Essex Financial Services, Inc. | 6,538 | $519.4K | 0.03% | −204−3.0% | Reduced |
| World Equity Group, Inc. | 6,561 | $521.2K | 0.13% | +1,753+36.5% | Added |
| Fulcrum Asset Management LLP | 6,638 | $525.5K | 0.08% | +6,638 | New |
| SageView Advisory Group, LLC | 6,616 | $525.6K | 0.02% | −585−8.1% | Reduced |
| V-Square Quantitative Management LLC | 6,635 | $527.1K | 0.06% | +1,472+28.5% | Added |
| Aprio Wealth Management, LLC | 6,731 | $534.7K | 0.03% | −995−12.9% | Reduced |
| Candriam Luxembourg S.C.A. | 6,765 | $537.4K | 0.00% | +215+3.3% | Added |
| Fisher Asset Management, LLC | 6,791 | $539.5K | 0.00% | +948+16.2% | Added |
| Romano Brothers and Company | 6,824 | $542.1K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,843 | $543.6K | 0.02% | −527−7.2% | Reduced |
| Paradigm Financial Partners, LLC | 6,942 | $551.5K | 0.10% | −415−5.6% | Reduced |
| Nicollet Investment Management, Inc. | 7,011 | $557.0K | 0.19% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,097 | $564.0K | 0.01% | +7,097 | New |
| Personal Cfo Solutions, LLC | 7,082 | $566.8K | 0.08% | +542+8.3% | Added |
| Howard Capital Management Inc. | 7,261 | $576.8K | 0.01% | −10,281−58.6% | Reduced |
| Danske Bank A/S | 7,299 | $579.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7,337 | $583.0K | 0.02% | +31+0.4% | Added |
| RFG Advisory, LLC | 7,351 | $584.0K | 0.01% | −276−3.6% | Reduced |
| Checchi Capital Advisers, LLC | 7,386 | $586.7K | 0.04% | +910+14.1% | Added |
| Goelzer Investment Management, Inc. | 7,386 | $586.7K | 0.03% | −100−1.3% | Reduced |
| Level Four Advisory Services, LLC | 7,398 | $587.7K | 0.02% | +106+1.5% | Added |
| Interval Partners, LP | 7,413 | $588.9K | 0.02% | +7,413 | New |
| Cahill Financial Advisors Inc | 7,497 | $595.6K | 0.06% | −26−0.3% | Reduced |
| Oarsman Capital, Inc. | 7,500 | $595.8K | 0.07% | −100−1.3% | Reduced |
| Perigon Wealth Management, LLC | 7,503 | $596.0K | 0.01% | −10−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 7,516 | $597.1K | 0.04% | −53−0.7% | Reduced |
| Lifelong Wealth Advisors, Inc. | 7,528 | $598.0K | 0.16% | −97−1.3% | Reduced |
| KCM Investment Advisors LLC | 7,549 | $599.7K | 0.02% | +140+1.9% | Added |
| Fiduciary Alliance LLC | 7,637 | $600.6K | 0.04% | +52+0.7% | Added |
| SFMG, LLC | 7,675 | $609.7K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,755 | $616.1K | 0.01% | +650+9.1% | Added |
| Marks Group Wealth Management, Inc | 7,758 | $616.3K | 0.06% | +538+7.5% | Added |
| Pensionmark Financial Group, LLC | 7,793 | $619.1K | 0.01% | −1,313−14.4% | Reduced |
| Brookstone Capital Management | 7,811 | $620.5K | 0.01% | −4,935−38.7% | Reduced |
| Dark Forest Capital Management LP | 7,817 | $621.0K | 0.06% | +7,817 | New |
| Laraway Financial Inc | 7,855 | $624.0K | 0.44% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 7,880 | $626.0K | 0.41% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,904 | $627.9K | 0.03% | +457+6.1% | Added |
| Gotham Asset Management, LLC | 7,909 | $628.3K | 0.00% | +3,781+91.6% | Added |
| Quadrant Capital Group LLC | 7,941 | $630.8K | 0.02% | +345+4.5% | Added |
| Sagespring Wealth Partners, LLC | 7,959 | $632.3K | 0.01% | −403−4.8% | Reduced |
| Walleye Trading LLC | 7,998 | $635.4K | 0.01% | +7,998 | New |
| Bradley Foster & Sargent Inc | 8,000 | $635.5K | 0.01% | −10.0% | Reduced |
| Central Trust Co | 8,006 | $636.0K | 0.01% | −92−1.1% | Reduced |
| Prospera Financial Services Inc | 8,026 | $637.7K | 0.01% | −213−2.6% | Reduced |
| Brown Advisory Inc | 8,082 | $642.0K | 0.00% | −1,432−15.1% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $643.5K | 0.02% | 00.0% | Unchanged |
| Alteri Wealth LLC | 8,130 | $645.9K | 0.21% | +391+5.1% | Added |
| Ballentine Partners, LLC | 8,187 | $650.4K | 0.01% | +77+0.9% | Added |
| Old Port Advisors | 8,204 | $651.7K | 0.15% | −41−0.5% | Reduced |
| Signaturefd, LLC | 8,216 | $652.7K | 0.01% | +768+10.3% | Added |
| Legacy Wealth Asset Management, LLC | 8,287 | $658.3K | 0.16% | +25+0.3% | Added |
| Change Path, LLC | 8,421 | $668.9K | 0.02% | +97+1.2% | Added |
| Tradewinds Capital Management, LLC | 8,469 | $672.8K | 0.13% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,799 | $687.3K | 0.02% | +78+0.9% | Added |
| Ameriflex Group, Inc. | 8,653 | $687.4K | 0.35% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 8,762 | $696.1K | 0.09% | +8,762 | New |
| Teacher Retirement System of Texas | 8,824 | $701.0K | 0.00% | −10,745−54.9% | Reduced |
| We Are One Seven, LLC | 8,856 | $703.6K | 0.01% | +89+1.0% | Added |
| Code Waechter LLC | 8,866 | $704.3K | 0.42% | −785−8.1% | Reduced |
| Amarillo National Bank | 8,909 | $707.7K | 0.12% | +1,088+13.9% | Added |
| Drucker Wealth 3.0, LLC | 8,918 | $708.4K | 0.12% | +363+4.2% | Added |
| Bull Harbor Capital LLC | 8,933 | $709.6K | 0.19% | +8,933 | New |
| American State Bank (Iowa) | 8,954 | $711.3K | 0.34% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 8,918 | $712.6K | 0.02% | −325−3.5% | Reduced |
| Everence Capital Management Inc | 9,014 | $716.0K | 0.04% | 00.0% | Unchanged |
| Sym Financial Corp | 9,024 | $716.9K | 0.07% | +148+1.7% | Added |
| Fidelis Capital Partners, LLC | 9,038 | $718.0K | 0.05% | −2,730−23.2% | Reduced |
| Skopos Labs, Inc. | 9,193 | $730.2K | 0.02% | +3,873+72.8% | Added |
| USA Financial Portformulas Corp | 9,197 | $730.6K | 0.14% | −12,238−57.1% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 9,222 | $732.6K | 0.55% | −15,236−62.3% | Reduced |
| D. E. Shaw & Co., Inc. | 9,251 | $734.9K | 0.00% | +9,251 | New |
| Birchwood Financial Partners, Inc. | 9,252 | $735.0K | 0.71% | +158+1.7% | Added |
| Wedmont Private Capital | 9,036 | $736.1K | 0.02% | +128+1.4% | Added |
| Meeder Advisory Services, Inc. | 9,331 | $741.3K | 0.03% | +496+5.6% | Added |
| Aaron Wealth Advisors | 9,395 | $746.3K | 0.04% | −1,296−12.1% | Reduced |
| Summit Financial, LLC | 9,353 | $748.2K | 0.01% | +1,306+16.2% | Added |
| Corundum Group, Inc. | 9,585 | $761.4K | 0.25% | +2,465+34.6% | Added |
| Citizens Financial Group Inc | 9,630 | $765.0K | 0.01% | −1,752−15.4% | Reduced |
| Marshall Wace, LLP | 9,633 | $765.2K | 0.00% | −18,217−65.4% | Reduced |
| Lifeworks Advisors, LLC | 9,715 | $771.8K | 0.10% | +5,082+109.7% | Added |
| Venturi Wealth Management, LLC | 9,719 | $772.1K | 0.03% | +119+1.2% | Added |
| TCW Group Inc | 9,782 | $777.1K | 0.01% | +474+5.1% | Added |
| Strategic Investment Advisors | 9,802 | $778.7K | 0.05% | +9,802 | New |
| Advisors Management Group Inc | 9,812 | $779.0K | 0.14% | −673−6.4% | Reduced |
| Havemeyer Place LP | 9,872 | $784.2K | 0.09% | +9,872 | New |
| OneAscent Financial Services LLC | 9,950 | $790.4K | 0.04% | +2,121+27.1% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $794.4K | 0.07% | −10,000−50.0% | Reduced |