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 |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust | 1,853 | $147.2K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,802 | $143.2K | 0.00% | −348−16.2% | Reduced |
| Colonial Trust Advisors | 1,795 | $142.6K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,776 | $141.1K | 0.02% | +1,149+183.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $140.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,715 | $136.2K | 0.01% | −108−5.9% | Reduced |
| Intesa Sanpaolo Wealth Management | 1,672 | $132.8K | 0.03% | +208+14.2% | Added |
| Optiver Holding B.V. | 1,664 | $132.2K | 0.01% | +593+55.4% | Added |
| Parkside Financial Bank & Trust | 1,651 | $131.2K | 0.01% | −243−12.8% | Reduced |
| Onefund, LLC | 1,627 | $129.7K | 0.08% | +44+2.8% | Added |
| Deseret Mutual Benefit Administrators | 1,593 | $126.5K | 0.04% | +673+73.2% | Added |
| MTM Investment Management, LLC | 1,584 | $125.8K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,562 | $124.9K | 0.05% | −12−0.8% | Reduced |
| Wall Street Financial Group, Inc. | 1,569 | $124.6K | 0.07% | +1,569 | New |
| Root Financial Partners, LLC | 1,541 | $122.4K | 0.01% | +104+7.2% | Added |
| Avalon Trust Co | 1,509 | $119.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,500 | $119.2K | 0.09% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,491 | $118.4K | 0.03% | −343−18.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,471 | $118.3K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,459 | $116.0K | 0.01% | −90−5.8% | Reduced |
| Insight Financial Services | 1,450 | $115.2K | 0.06% | +508+53.9% | Added |
| Capula Management Ltd | 1,444 | $114.7K | 0.00% | +1,444 | New |
| Ostrum Asset Management | 1,415 | $112.4K | 0.01% | +21+1.5% | Added |
| Richardson Financial Services Inc. | 1,395 | $110.8K | 0.07% | +35+2.6% | Added |
| North Ridge Wealth Advisors, Inc. | 1,356 | $107.7K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,342 | $106.6K | 0.00% | +57+4.4% | Added |
| Capital Advisors, Ltd. LLC | 1,301 | $103.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,277 | $101.4K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $101.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,405 | $99.5K | 0.03% | +609+76.5% | Added |
| Bank of New Hampshire | 1,229 | $97.6K | 0.02% | −400−24.6% | Reduced |
| Wolff Wiese Magana LLC | 1,225 | $97.3K | 0.05% | +3+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $97.0K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 1,220 | $96.9K | 0.00% | −63−4.9% | Reduced |
| NBT Bank N A | 1,210 | $96.1K | 0.01% | +1,062+717.6% | Added |
| Global Assets Advisory, LLC | 1,210 | $96.1K | 0.03% | +1,210 | New |
| Delos Wealth Advisors, LLC | 1,200 | $95.3K | 0.05% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,152 | $91.5K | 0.00% | −22−1.9% | Reduced |
| Dorato Capital Management | 1,112 | $90.6K | 0.07% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,137 | $90.3K | 0.01% | −276−19.5% | Reduced |
| Vision Financial Markets LLC | 1,110 | $88.2K | 0.09% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,107 | $87.9K | 0.00% | −105−8.7% | Reduced |
| Prudent Man Investment Management, Inc. | 1,178 | $87.0K | 0.03% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 1,092 | $86.7K | 0.07% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $85.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,049 | $83.3K | 0.01% | +19+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,049 | $83.3K | 0.02% | +63+6.4% | Added |
| Heritage Wealth Advisors | 1,040 | $82.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,023 | $81.3K | 0.01% | −4−0.4% | Reduced |
| Front Row Advisors LLC | 1,013 | $81.1K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,016 | $81.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,007 | $80.0K | 0.00% | +4+0.4% | Added |
| Harbor Investment Advisory, LLC | 1,005 | $79.8K | 0.01% | −97−8.8% | Reduced |
| Hager Investment Management Services, LLC | 1,000 | $79.4K | 0.04% | 00.0% | Unchanged |
| Financial Consulate, Inc | 990 | $78.6K | 0.01% | +8+0.8% | Added |
| Keating Financial Advisory Services, Inc. | 959 | $76.2K | 0.01% | −25−2.5% | Reduced |
| Centennial Bank | 947 | $75.2K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 933 | $74.7K | 0.00% | +933 | New |
| Leonteq Securities AG | 925 | $73.5K | 0.00% | −5,004−84.4% | Reduced |
| Bullock Wealth Management Group | 899 | $71.7K | 0.04% | +6+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $71.7K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 897 | $71.3K | 0.02% | +13+1.5% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 877 | $69.7K | 0.03% | +877 | New |
| Oakworth Capital, Inc. | 867 | $68.9K | 0.00% | −122−12.3% | Reduced |
| Creative Financial Designs Inc | 859 | $68.2K | 0.00% | +6+0.7% | Added |
| Addison Advisors LLC | 857 | $68.1K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 857 | $68.1K | 0.01% | +43+5.3% | Added |
| Burkett Financial Services, LLC | 825 | $65.5K | 0.02% | +7+0.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 805 | $63.9K | 0.03% | −68−7.8% | Reduced |
| Rossby Financial, LCC | 801 | $63.8K | 0.01% | +549+217.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 798 | $63.4K | 0.01% | −205−20.4% | Reduced |
| Salomon & Ludwin, LLC | 777 | $62.7K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 788 | $62.6K | 0.00% | +46+6.2% | Added |
| Financial Perspectives, Inc | 767 | $60.9K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 761 | $60.0K | 0.00% | −4,177−84.6% | Reduced |
| Bell Investment Advisors, Inc | 746 | $59.3K | 0.01% | −160−17.7% | Reduced |
| McIlrath & Eck, LLC | 733 | $58.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 724 | $57.5K | 0.01% | −1−0.1% | Reduced |
| Ossiam | 719 | $57.1K | 0.00% | −77−9.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 698 | $55.8K | 0.01% | −282−28.8% | Reduced |
| Essential Partners LLC | 699 | $55.5K | 0.02% | +9+1.3% | Added |
| Lloyd Advisory Services, LLC. | 670 | $53.3K | 0.02% | −2,149−76.2% | Reduced |
| Kingdom Financial Group LLC. | 670 | $53.3K | 0.02% | +488+268.1% | Added |
| Broadwater Capital Management LLC | 720 | $53.2K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 668 | $53.1K | 0.01% | +270+67.8% | Added |
| RMG Wealth Management LLC | 648 | $52.2K | 0.01% | −25−3.7% | Reduced |
| Rothschild Investment LLC | 657 | $52.2K | 0.00% | +86+15.1% | Added |
| Kimelman & Baird, LLC | 652 | $51.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 652 | $51.8K | 0.06% | +652 | New |
| Twin Peaks Wealth Advisors, LLC | 637 | $50.6K | 0.01% | +637 | New |
| SOA Wealth Advisors, LLC. | 636 | $50.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 635 | $50.4K | 0.03% | +4+0.6% | Added |
| Prestige Wealth Management Group LLC | 631 | $50.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 631 | $50.1K | 0.00% | −420−40.0% | Reduced |
| Gs Investments, Inc. | 618 | $49.1K | 0.03% | −54−8.0% | Reduced |
| Bruce G. Allen Investments, LLC | 605 | $48.1K | 0.03% | +55+10.0% | Added |
| TSFG, LLC | 609 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 590 | $47.9K | 0.00% | +11+1.9% | Added |
| Old Point Trust & Financial Services N A | 584 | $46.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 590 | $46.0K | 0.04% | 00.0% | Unchanged |