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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 98 | $7.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 95 | $7.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 88 | $6.99K | 0.00% | +2+2.3% | Added |
| Key Capital Management, INC | 88 | $6.99K | 0.00% | +58+193.3% | Added |
| Aspect Partners, LLC | 88 | $6.99K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 86 | $6.88K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 86 | $6.83K | 0.04% | +1+1.2% | Added |
| Mascoma Wealth Management LLC | 81 | $6.43K | 0.00% | +6+8.0% | Added |
| Networth Advisors, LLC | 80 | $6.36K | 0.00% | +71+788.9% | Added |
| Raffa Wealth Management, LLC | 76 | $6.04K | 0.00% | +4+5.6% | Added |
| Cornerstone Financial Management LLC | 73 | $5.80K | 0.01% | +13+21.7% | Added |
| Boreal Capital Management LLC | 72 | $5.76K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 71 | $5.64K | 0.00% | −190−72.8% | Reduced |
| Great Lakes Advisors, LLC | 69 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 68 | $5.40K | 0.00% | +6+9.7% | Added |
| Bay Harbor Wealth Management, LLC | 68 | $5.40K | 0.00% | +22+47.8% | Added |
| TD Capital Management LLC | 63 | $4.97K | 0.00% | +49+350.0% | Added |
| Grove Bank & Trust | 61 | $4.85K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 59 | $4.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $4.53K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 57 | $4.53K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 56 | $4.45K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 55 | $4.37K | 0.00% | +55 | New |
| RWM Asset Management, LLC | 55 | $4.37K | 0.00% | +55 | New |
| SJS Investment Consulting Inc. | 51 | $4.05K | 0.00% | +12+30.8% | Added |
| Hughes Financial Services, LLC | 51 | $4.05K | 0.00% | +12+30.8% | Added |
| Penserra Capital Management LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $3.97K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 48 | $3.81K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 46 | $3.65K | 0.00% | +46 | New |
| Pacifica Partners Inc. | 45 | $3.58K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $3.58K | 0.00% | +10+28.6% | Added |
| Magnolia Wealth Management, LLC | 45 | $3.58K | 0.00% | +45 | New |
| Bard Associates Inc | 41 | $3.26K | 0.00% | +41 | New |
| Rakuten Securities, Inc. | 40 | $3.18K | 0.00% | +40 | New |
| Granite FO LLC | 39 | $3.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 38 | $3.02K | 0.00% | +9+31.0% | Added |
| Holos Integrated Wealth LLC | 33 | $2.66K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 33 | $2.62K | 0.00% | +33 | New |
| WPG Advisers, LLC | 32 | $2.54K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 31 | $2.49K | 0.00% | −9−22.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 30 | $2.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $2.30K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 24 | $1.91K | 0.00% | +24 | New |
| American Capital Advisory, LLC | 22 | $1.75K | 0.00% | +1+4.8% | Added |
| Portus Wealth Advisors, LLC | 20 | $1.59K | 0.00% | +20 | New |
| EFG International AG | 20 | $1.59K | 0.00% | +20 | New |
| Signature Resources Capital Management, LLC | 19 | $1.51K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.43K | 0.00% | −16,405−99.9% | Reduced |
| Sunrise Financial Services, LLC | 18 | $1.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $1.35K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $1.27K | 0.00% | +5+45.5% | Added |
| WealthCollab, LLC | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 6 | $1.00K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 12 | $953 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 11 | $874 | 0.00% | −1−8.3% | Reduced |
| Intentional Wealth Strategies, LLC | 11 | $874 | 0.00% | +11 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $801 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 10 | $794 | 0.00% | −1−9.1% | Reduced |
| Silicon Valley Capital Partners | 10 | $794 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 9 | $715 | 0.00% | −2−18.2% | Reduced |
| Crewe Advisors LLC | 9 | $715 | 0.00% | +9 | New |
| TopTier Wealth Management, LLC | 9 | $715 | 0.00% | +9 | New |
| Davis Capital Management | 8 | $636 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $635 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $557 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $477 | 0.00% | +1+20.0% | Added |
| Trust Co of Toledo NA | 5 | $397 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 3 | $240 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 3 | $239 | 0.00% | +3 | New |
| Arcadia Investment Management Corp | 2 | $159 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $159 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $79 | 0.00% | −238−99.6% | Reduced |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −2,268,511−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −152,239−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −144,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −142,199−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −142,053−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −116,652−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −104,508−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −84,381−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −79,064−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −73,446−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −55,627−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −49,822−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −48,041−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −45,867−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −37,071−100.0% | Sold out |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −35,639−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −34,725−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −32,637−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −24,415−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −20,954−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −18,031−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −16,197−100.0% | Sold out |
| OmniStar Financial Group, Inc. | 0 | $0 | 0.00% | −14,036−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,566−100.0% | Sold out |