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 |
|---|---|---|---|---|---|
| Gilpin Wealth Management, LLC | 578 | $45.9K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 575 | $45.7K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 572 | $45.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 569 | $45.2K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 566 | $45.0K | 0.04% | +566 | New |
| BFSG, LLC | 545 | $43.3K | 0.00% | −76−12.2% | Reduced |
| Ankerstar Wealth, LLC | 533 | $42.7K | 0.05% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $41.8K | 0.02% | −5−0.9% | Reduced |
| Advocate Investing Services LLC | 520 | $41.3K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 519 | $41.2K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 505 | $40.1K | 0.01% | +40+8.6% | Added |
| Crews Bank & Trust | 504 | $40.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 500 | $39.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $39.7K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 495 | $39.3K | 0.01% | +495 | New |
| Peterson Wealth Management | 491 | $39.0K | 0.02% | +491 | New |
| Owl Creek Wealth Partners LLC | 490 | $38.9K | 0.01% | +490 | New |
| Flagship Wealth Advisors, LLC | 567 | $38.6K | 0.02% | −700−55.2% | Reduced |
| BankPlus Trust Department | 483 | $38.4K | 0.01% | 00.0% | Unchanged |
| Collier Financial | 476 | $37.8K | 0.03% | +4+0.8% | Added |
| Pittenger & Anderson Inc | 471 | $37.4K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 459 | $36.5K | 0.00% | +59+14.8% | Added |
| GW&K Investment Management, LLC | 451 | $36.0K | 0.00% | +4+0.9% | Added |
| Beacon Financial Strategies CORP | 450 | $35.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 448 | $35.7K | 0.00% | +348+348.0% | Added |
| Canopy Partners, LLC | 436 | $34.6K | 0.01% | −172−28.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 410 | $32.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 401 | $31.8K | 0.01% | +3+0.8% | Added |
| Strategic Investment Solutions, Inc. | 400 | $31.8K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 397 | $31.5K | 0.00% | +25+6.7% | Added |
| Fortitude Family Office, LLC | 379 | $30.1K | 0.01% | +89+30.7% | Added |
| Abound Wealth Management | 361 | $28.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 356 | $28.3K | 0.01% | −3−0.8% | Reduced |
| Pin Oak Investment Advisors Inc | 353 | $28.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 349 | $27.7K | 0.02% | +274+365.3% | Added |
| Curio Wealth, LLC | 345 | $27.4K | 0.01% | +4+1.2% | Added |
| Nemes Rush Group LLC | 336 | $26.7K | 0.00% | +22+7.0% | Added |
| JFS Wealth Advisors, LLC | 322 | $25.7K | 0.00% | −106−24.8% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $23.8K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 295 | $23.4K | 0.01% | +295 | New |
| Basepoint Wealth LLC | 293 | $23.3K | 0.01% | +3+1.0% | Added |
| American National Bank | 290 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 277 | $22.2K | 0.02% | 00.0% | Unchanged |
| Blueline Advisors LLC | 279 | $22.2K | 0.02% | +1+0.4% | Added |
| MidFirst Bank | 279 | $22.2K | 0.00% | +27+10.7% | Added |
| MCF Advisors LLC | 270 | $21.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 271 | $21.5K | 0.00% | −5−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 270 | $21.4K | 0.00% | +220+440.0% | Added |
| Quest 10 Wealth Builders, Inc. | 261 | $20.7K | 0.02% | +246+1,640.0% | Added |
| Arlington Trust Co LLC | 258 | $20.5K | 0.00% | +174+207.1% | Added |
| UMA Financial Services, Inc. | 257 | $20.4K | 0.00% | +38+17.4% | Added |
| Kemnay Advisory Services Inc. | 251 | $19.9K | 0.00% | +16+6.8% | Added |
| Missouri Trust & Investment Co | 250 | $19.9K | 0.01% | −37−12.9% | Reduced |
| Bangor Savings Bank | 250 | $19.9K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 250 | $19.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 245 | $19.5K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 237 | $18.8K | 0.00% | −5−2.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 235 | $18.7K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 228 | $18.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 229 | $18.0K | 0.01% | −654−74.1% | Reduced |
| MV Capital Management, Inc. | 220 | $17.5K | 0.00% | +2+0.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 201 | $16.0K | 0.01% | −106−34.5% | Reduced |
| Scarborough Advisors, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 197 | $15.8K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 197 | $15.7K | 0.01% | −89−31.1% | Reduced |
| Rialto Wealth Management, LLC | 194 | $15.4K | 0.00% | +22+12.8% | Added |
| Signature Equity Partners, LLC | 192 | $15.3K | 0.01% | −4−2.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 192 | $15.3K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 190 | $15.1K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 187 | $15.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 184 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 172 | $13.7K | 0.01% | +93+117.7% | Added |
| Financial Management Professionals, Inc. | 170 | $13.6K | 0.00% | +8+4.9% | Added |
| PFS Partners, LLC | 167 | $13.2K | 0.01% | +2+1.2% | Added |
| Asset Dedication, LLC | 166 | $13.2K | 0.00% | −72−30.3% | Reduced |
| Dogwood Wealth Management LLC | 163 | $12.9K | 0.01% | +26+19.0% | Added |
| Ritter Daniher Financial Advisory LLC | 162 | $12.9K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 158 | $12.6K | 0.00% | −47−22.9% | Reduced |
| Valued Wealth Advisors LLC | 156 | $12.5K | 0.01% | +39+33.3% | Added |
| Strive Financial Group ,LLC | 153 | $12.0K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 151 | $12.0K | 0.00% | +151 | New |
| Webster Bank, N. A. | 150 | $11.9K | 0.00% | −175−53.8% | Reduced |
| Prosperity Bancshares Inc | 147 | $11.7K | 0.01% | +138+1,533.3% | Added |
| Godfrey Financial Associates, Inc. | 143 | $11.4K | 0.01% | −1−0.7% | Reduced |
| Wilkerson Advisory Group LLC | 141 | $11.2K | 0.00% | +97+220.5% | Added |
| Dunhill Financial, LLC | 140 | $11.1K | 0.00% | +1+0.7% | Added |
| Avion Wealth | 144 | $11.0K | 0.00% | +24+20.0% | Added |
| Atlantic Trust, LLC | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 136 | $10.8K | 0.00% | +136 | New |
| Legacy Wealth Managment, LLC | 132 | $10.5K | 0.01% | +132 | New |
| Cornerstone Planning Group LLC | 126 | $10.2K | 0.00% | +42+50.0% | Added |
| Valley National Advisers Inc | 137 | $10.0K | 0.00% | +21+18.1% | Added |
| Investors Portfolio Services LLC | 121 | $9.61K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 118 | $9.37K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 118 | $9.37K | 0.00% | +118 | New |
| Stone House Investment Management, LLC | 111 | $8.82K | 0.00% | +71+177.5% | Added |
| Transamerica Financial Advisors, Inc. | 108 | $8.67K | 0.00% | +56+107.7% | Added |
| Newbridge Financial Services Group, Inc. | 105 | $8.34K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $7.94K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 99 | $7.87K | 0.00% | 00.0% | Unchanged |