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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 25,889 | $2.06M | 0.03% | −3,060−10.6% | Reduced |
| HB Wealth Management, LLC | 25,709 | $2.04M | 0.01% | +2,449+10.5% | Added |
| Agf Management Ltd | 25,669 | $2.04M | 0.01% | −1,213−4.5% | Reduced |
| La Banque Postale Asset Management SA | 25,651 | $2.04M | 0.03% | −2,511−8.9% | Reduced |
| Spirit of America Management Corp | 25,500 | $2.03M | 0.40% | +2,100+9.0% | Added |
| Infrastructure Capital Advisors, LLC | 25,438 | $2.02M | 0.19% | +4,862+23.6% | Added |
| Benjamin Edwards Inc | 25,403 | $2.02M | 0.02% | +5,145+25.4% | Added |
| Brinker Capital Investments, LLC | 25,289 | $2.01M | 0.02% | −5,489−17.8% | Reduced |
| Machina Capital S.A.S. | 24,486 | $1.95M | 0.38% | +8,273+51.0% | Added |
| NVWM, LLC | 24,457 | $1.94M | 0.43% | −310−1.3% | Reduced |
| Credit Agricole S A | 24,392 | $1.94M | 0.01% | −200,129−89.1% | Reduced |
| Ascent Group, LLC | 24,315 | $1.93M | 0.07% | +54+0.2% | Added |
| MUFG Securities EMEA plc | 24,274 | $1.93M | 0.03% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 24,029 | $1.91M | 0.05% | −29−0.1% | Reduced |
| Royal Fund Management, LLC | 23,780 | $1.89M | 0.18% | −23,994−50.2% | Reduced |
| SCP Investment, LP | 23,600 | $1.87M | 2.08% | +4,800+25.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,312 | $1.85M | 0.05% | −908−3.7% | Reduced |
| First Dallas Securities Inc. | 23,240 | $1.85M | 0.68% | −496−2.1% | Reduced |
| Foundations Investment Advisors, LLC | 23,206 | $1.84M | 0.02% | +38+0.2% | Added |
| Farther Finance Advisors, LLC | 23,003 | $1.83M | 0.02% | +3,814+19.9% | Added |
| Principal Securities, Inc. | 22,857 | $1.82M | 0.03% | −1,974−7.9% | Reduced |
| Oppenheimer & Co Inc | 22,808 | $1.81M | 0.02% | −1,149−4.8% | Reduced |
| Accredited Investors Inc. | 22,772 | $1.81M | 0.10% | +359+1.6% | Added |
| E Fund Management Co., Ltd. | 22,355 | $1.78M | 0.05% | +22,355 | New |
| Saudi Central Bank | 21,834 | $1.73M | 0.04% | +21,834 | New |
| Acadian Asset Management LLC | 21,678 | $1.72M | 0.00% | +21,678 | New |
| GAMMA Investing LLC | 21,630 | $1.72M | 0.08% | +311+1.5% | Added |
| Fulton Bank, N.A. | 21,490 | $1.71M | 0.06% | −8,815−29.1% | Reduced |
| Central Bank & Trust Co | 21,186 | $1.68M | 0.26% | −65−0.3% | Reduced |
| Sterling Capital Management LLC | 20,476 | $1.63M | 0.03% | −15,354−42.9% | Reduced |
| First National Advisers, LLC | 20,445 | $1.62M | 0.24% | −11,750−36.5% | Reduced |
| Callan Family Office, LLC | 20,384 | $1.62M | 0.04% | +118+0.6% | Added |
| Dakota Wealth Management | 19,994 | $1.59M | 0.03% | +1,175+6.2% | Added |
| Keybank National Association | 19,853 | $1.58M | 0.01% | +2,275+12.9% | Added |
| Bailard, Inc. | 19,844 | $1.58M | 0.04% | −680−3.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,800 | $1.57M | 0.06% | +19,800 | New |
| Great Valley Advisor Group, Inc. | 19,761 | $1.57M | 0.03% | +6,924+53.9% | Added |
| White Pine Capital LLC | 19,665 | $1.56M | 0.42% | −525−2.6% | Reduced |
| New Age Alpha Advisors, LLC | 19,634 | $1.56M | 0.07% | +19,634 | New |
| Savant Capital, LLC | 19,633 | $1.56M | 0.01% | +2,099+12.0% | Added |
| Bond & Devick Financial Network, Inc. | 19,617 | $1.56M | 0.43% | −77−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,517 | $1.55M | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 19,313 | $1.55M | 0.02% | +447+2.4% | Added |
| Apollon Wealth Management, LLC | 19,438 | $1.54M | 0.03% | −1,936−9.1% | Reduced |
| Vise Technologies, Inc. | 20,732 | $1.53M | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 18,963 | $1.51M | 0.04% | −6,556−25.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 18,929 | $1.50M | 0.02% | +29+0.2% | Added |
| United Capital Financial Advisers, LLC | 18,924 | $1.50M | 0.01% | +2,178+13.0% | Added |
| Modern Wealth Management, LLC | 18,845 | $1.50M | 0.03% | +3,427+22.2% | Added |
| Partners Capital Investment Group, LLP | 18,903 | $1.50M | 0.06% | +13,692+262.8% | Added |
| Western Wealth Management, LLC | 18,846 | $1.50M | 0.06% | −642−3.3% | Reduced |
| Assenagon Asset Management S.A. | 18,748 | $1.49M | 0.00% | +582+3.2% | Added |
| Mariner, LLC | 18,615 | $1.48M | 0.00% | −3,183−14.6% | Reduced |
| Empirical Finance, LLC | 18,598 | $1.48M | 0.07% | −30.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 18,563 | $1.47M | 0.01% | −24,219−56.6% | Reduced |
| AdvisorNet Financial, Inc | 18,544 | $1.47M | 0.08% | −492−2.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 18,417 | $1.46M | 0.04% | −98−0.5% | Reduced |
| Coldstream Capital Management Inc | 18,228 | $1.45M | 0.02% | +9,003+97.6% | Added |
| Arkadios Wealth Advisors | 18,217 | $1.45M | 0.02% | −171−0.9% | Reduced |
| Matrix Trust Co | 18,147 | $1.44M | 0.24% | +411+2.3% | Added |
| Ci Investments Inc. | 18,077 | $1.44M | 0.01% | +1,740+10.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,952 | $1.43M | 0.06% | +70.0% | Added |
| Dorsey & Whitney Trust CO LLC | 17,845 | $1.42M | 0.08% | +3,920+28.2% | Added |
| Pinebridge Investments LLC | 17,753 | $1.41M | 0.01% | −7,396−29.4% | Reduced |
| Jump Financial, LLC | 17,729 | $1.41M | 0.02% | −4,759−21.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 17,550 | $1.40M | 0.11% | +810+4.8% | Added |
| Bessemer Group Inc | 17,589 | $1.40M | 0.00% | +843+5.0% | Added |
| Raleigh Capital Management Inc. | 17,564 | $1.40M | 0.48% | −7,710−30.5% | Reduced |
| DeDora Capital, Inc. | 17,478 | $1.39M | 0.34% | +81+0.5% | Added |
| Westpac Banking Corp | 17,374 | $1.38M | 0.10% | −26,918−60.8% | Reduced |
| Snowden Capital Advisors LLC | 17,103 | $1.37M | 0.04% | +31+0.2% | Added |
| North Dakota State Investment Board | 17,144 | $1.36M | 0.06% | −3,153−15.5% | Reduced |
| VCI Wealth Management LLC | 17,122 | $1.36M | 0.38% | −2,470−12.6% | Reduced |
| Bokf, NA | 17,108 | $1.36M | 0.02% | −1,473−7.9% | Reduced |
| First Commonwealth Financial Corp | 17,061 | $1.36M | 0.22% | +12,658+287.5% | Added |
| Argent Trust Co | 16,995 | $1.35M | 0.05% | +4,345+34.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,911 | $1.34M | 0.01% | +97+0.6% | Added |
| Alps Advisors Inc | 16,659 | $1.32M | 0.01% | +1,426+9.4% | Added |
| Concurrent Investment Advisors, LLC | 16,460 | $1.31M | 0.01% | −689−4.0% | Reduced |
| Wealth Alliance | 16,447 | $1.31M | 0.13% | −5,357−24.6% | Reduced |
| Evolve Private Wealth, LLC | 16,394 | $1.30M | 0.07% | −182−1.1% | Reduced |
| MUFG Securities Americas Inc. | 16,368 | $1.30M | 0.08% | +432+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 16,334 | $1.30M | 0.01% | −4,980−23.4% | Reduced |
| Vermillion Wealth Management, Inc. | 16,293 | $1.29M | 0.52% | +100+0.6% | Added |
| Accurate Wealth Management, LLC | 15,706 | $1.29M | 0.16% | +12,746+430.6% | Added |
| Equitable Trust Co | 16,227 | $1.29M | 0.06% | +80+0.5% | Added |
| RIA Advisory Group LLC | 16,103 | $1.28M | 0.31% | +342+2.2% | Added |
| Securian Asset Management, Inc | 15,985 | $1.27M | 0.05% | −100−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,893 | $1.26M | 0.06% | −136−0.8% | Reduced |
| BKD Wealth Advisors, LLC | 15,717 | $1.25M | 0.02% | −567−3.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,575 | $1.24M | 0.08% | 00.0% | Unchanged |
| Enhancing Capital LLC | 15,500 | $1.23M | 0.91% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 15,424 | $1.23M | 0.01% | −2,405−13.5% | Reduced |
| Laird Norton Trust Company, LLC | 15,159 | $1.21M | 0.03% | −319−2.1% | Reduced |
| Tounjian Advisory Partners, LLC | 15,252 | $1.21M | 0.44% | −520−3.3% | Reduced |
| South Dakota Investment Council | 15,241 | $1.21M | 0.02% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 14,997 | $1.19M | 0.33% | −833−5.3% | Reduced |
| Greenleaf Trust | 14,892 | $1.18M | 0.01% | −190−1.3% | Reduced |
| First Western Trust Bank | 14,882 | $1.18M | 0.06% | +177+1.2% | Added |
| Koshinski Asset Management, Inc. | 14,803 | $1.18M | 0.07% | +297+2.0% | Added |