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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 2,957 | $234.9K | 0.01% | +41+1.4% | Added |
| Wellspring Financial Advisors, LLC | 2,956 | $234.8K | 0.02% | −800−21.3% | Reduced |
| Kure Advisory, LLC | 2,953 | $234.6K | 0.13% | −258−8.0% | Reduced |
| Patton Fund Management, Inc. | 2,950 | $234.3K | 0.04% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,949 | $234.3K | 0.03% | +2,949 | New |
| Fideuram Asset Management (Ireland) dac | 3,065 | $234.3K | 0.03% | −4,549−59.7% | Reduced |
| Inspire Advisors, LLC | 2,948 | $234.2K | 0.02% | +158+5.7% | Added |
| Patriot Investment Management Inc. | 2,942 | $233.7K | 0.01% | 00.0% | Unchanged |
| Sharpepoint LLC | 2,933 | $233.0K | 0.14% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 2,905 | $230.8K | 0.05% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,904 | $230.7K | 0.03% | +4+0.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $228.7K | 0.17% | 00.0% | Unchanged |
| Old National Bancorp | 2,878 | $228.6K | 0.00% | −26−0.9% | Reduced |
| Longboard Asset Management, LP | 2,872 | $228.2K | 3.94% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 2,870 | $228.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,859 | $227.1K | 0.00% | +2,859 | New |
| Sunbelt Securities, Inc. | 2,845 | $226.0K | 0.01% | −490−14.7% | Reduced |
| ORG Wealth Partners, LLC | 2,843 | $225.8K | 0.04% | +823+40.7% | Added |
| Madison Wealth Partners, Inc | 2,841 | $225.7K | 0.04% | −73−2.5% | Reduced |
| Dougherty & Associates, LLC | 2,817 | $223.8K | 0.21% | −322−10.3% | Reduced |
| Significant Wealth Partners LLC | 2,812 | $223.4K | 0.28% | +49+1.8% | Added |
| Mindset Wealth Management, LLC | 2,806 | $222.9K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 2,802 | $222.6K | 0.01% | −418−13.0% | Reduced |
| Baker Boyer National Bank | 2,800 | $222.4K | 0.07% | 00.0% | Unchanged |
| IFS Group,LLC | 2,798 | $222.3K | 0.20% | +2,798 | New |
| Clifford Swan Investment Counsel LLC | 2,796 | $222.1K | 0.01% | 00.0% | Unchanged |
| Ascent Advisors, LLC | 2,795 | $222.0K | 0.41% | +2,795 | New |
| King Luther Capital Management Corp | 2,793 | $221.9K | 0.00% | +2,793 | New |
| AlphaGrep UK Ltd | 2,780 | $220.8K | 0.07% | −2,672−49.0% | Reduced |
| Eastern Bank | 2,777 | $220.6K | 0.00% | −487−14.9% | Reduced |
| Colonial Trust Co | 2,759 | $219.2K | 0.03% | +27+1.0% | Added |
| Banco BTG Pactual S.A. | 2,757 | $219.0K | 0.04% | +2,757 | New |
| Gilman Hill Asset Management, LLC | 2,750 | $218.5K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 2,749 | $218.4K | 0.01% | −985−26.4% | Reduced |
| Wealth Group Ltd | 2,747 | $218.2K | 0.05% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,747 | $218.2K | 0.12% | +17+0.6% | Added |
| Fiduciary Trust Co | 2,746 | $218.1K | 0.00% | +2,746 | New |
| Quantum Financial Advisors, LLC | 2,729 | $216.8K | 0.02% | −67−2.4% | Reduced |
| SilverOak Wealth Management LLC | 2,721 | $216.2K | 0.03% | 00.0% | Unchanged |
| Price Financial Group Wealth Management, Inc | 2,689 | $216.0K | 3.57% | −8−0.3% | Reduced |
| Centiva Capital, LP | 2,708 | $215.1K | 0.01% | +2,708 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,706 | $215.0K | 0.01% | +2,706 | New |
| Jacobi Capital Management LLC | 2,701 | $214.6K | 0.01% | +2,701 | New |
| XY Planning Network, Inc. | 2,685 | $214.0K | 0.03% | +2,685 | New |
| Opes Wealth Management LLC | 2,691 | $213.8K | 0.04% | +2,691 | New |
| Alchemi Wealth, LLC | 2,689 | $213.7K | 0.12% | +2,689 | New |
| Cambient Family Office, LLC | 2,670 | $213.7K | 0.03% | +2,670 | New |
| Avantax Planning Partners, Inc. | 2,679 | $212.8K | 0.01% | −140−5.0% | Reduced |
| Optas, LLC | 2,673 | $212.3K | 0.03% | +2,673 | New |
| Kuhn & Co Investment Counsel | 2,662 | $211.5K | 0.14% | +2,662 | New |
| One Wealth Capital Management, LLC | 2,659 | $211.3K | 0.09% | −741−21.8% | Reduced |
| Ancora Advisors, LLC | 2,660 | $211.3K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,634 | $209.1K | 0.02% | +2,634 | New |
| High Note Wealth, LLC | 2,627 | $208.7K | 0.04% | +6+0.2% | Added |
| City State Bank | 2,602 | $206.7K | 0.05% | −10.0% | Reduced |
| Pinnacle Associates Ltd | 2,589 | $205.7K | 0.00% | −198−7.1% | Reduced |
| Insigneo Advisory Services, LLC | 2,579 | $204.9K | 0.01% | −320−11.0% | Reduced |
| 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 |
| Morton Capital Management LLC | 2,569 | $204.1K | 0.03% | +2,569 | New |
| Natural Investments, LLC | 2,573 | $204.0K | 0.05% | +2,573 | New |
| Longview Financial Advisors, Inc. | 2,550 | $202.6K | 0.12% | +2,550 | New |
| Old Second National Bank of Aurora | 2,548 | $202.4K | 0.04% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,539 | $201.7K | 0.01% | +2,539 | New |
| Impact Capital Partners LLC | 2,538 | $201.6K | 0.06% | +2,538 | New |
| Fortress Financial Group, LLC | 2,536 | $201.5K | 0.15% | −1,092−30.1% | Reduced |
| Alpine Bank Wealth Management | 2,535 | $201.4K | 0.03% | +2,535 | New |
| 360 Financial, Inc. | 2,532 | $201.1K | 0.06% | +2,532 | New |
| Exencial Wealth Advisors, LLC | 2,531 | $201.1K | 0.01% | −711−21.9% | Reduced |
| Hilltop National Bank | 2,529 | $200.9K | 0.05% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,520 | $200.0K | 0.01% | +2,520 | New |
| Basecamp Wealth Advisors LLC | 2,510 | $199.4K | 0.04% | −76−2.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 2,500 | $198.6K | 0.09% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 2,446 | $194.3K | 0.05% | +244+11.1% | Added |
| True Link Financial Advisors, LLC | 2,437 | $193.6K | 0.01% | −626−20.4% | Reduced |
| Sound Income Strategies, LLC | 2,418 | $192.8K | 0.01% | −21−0.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 2,422 | $192.4K | 0.00% | +2,422 | New |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $188.7K | 0.06% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,349 | $186.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 2,346 | $186.4K | 0.10% | +20+0.9% | Added |
| LRI Investments, LLC | 2,278 | $181.0K | 0.02% | +210+10.2% | Added |
| Motco | 2,266 | $180.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,241 | $178.1K | 0.00% | 00.0% | Unchanged |
| Family Capital Trust Co | 2,235 | $177.5K | 0.06% | +106+5.0% | Added |
| Creative Capital Management Investments LLC | 2,162 | $171.7K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 2,090 | $168.0K | 0.00% | +418+25.0% | Added |
| Opal Wealth Advisors, LLC | 2,102 | $167.0K | 0.04% | +2,102 | New |
| Vestor Capital, LLC | 2,076 | $165.0K | 0.01% | +2,076 | New |
| St Germain D J Co Inc | 2,069 | $164.4K | 0.01% | −252−10.9% | Reduced |
| Millstone Evans Group, LLC | 2,051 | $162.9K | 0.10% | −10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,027 | $161.0K | 0.02% | +37+1.9% | Added |
| 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 |
| Riverview Trust Co | 1,988 | $157.9K | 0.19% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,933 | $154.7K | 0.09% | +15+0.8% | Added |
| CoreCap Advisors, LLC | 1,920 | $152.5K | 0.01% | +99+5.4% | Added |
| Costello Asset Management, INC | 1,914 | $152.1K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,900 | $150.9K | 0.01% | +1,900 | New |
| Lummis Asset Management, LP | 1,899 | $150.9K | 0.09% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,867 | $148.3K | 0.02% | 00.0% | Unchanged |