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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 14,668 | $1.17M | 0.06% | +45+0.3% | Added |
| CenterBook Partners LP | 14,648 | $1.16M | 0.06% | +14,648 | New |
| Bryn Mawr Trust Co | 14,631 | $1.16M | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14,492 | $1.16M | 0.04% | −2,341−13.9% | Reduced |
| Kentucky Retirement Systems | 41,086 | $1.15M | 0.09% | +3,928+10.6% | Added |
| Bayban | 14,230 | $1.13M | 0.98% | −4,000−21.9% | Reduced |
| Verdence Capital Advisors LLC | 14,202 | $1.13M | 0.07% | −5,818−29.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 14,154 | $1.12M | 0.14% | +2,333+19.7% | Added |
| SRS Capital Advisors, Inc. | 14,062 | $1.12M | 0.03% | −520−3.6% | Reduced |
| Resources Investment Advisors, LLC. | 14,057 | $1.12M | 0.01% | +1,593+12.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 14,100 | $1.12M | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 14,037 | $1.12M | 0.04% | −61−0.4% | Reduced |
| 17 Capital Partners, LLC | 13,977 | $1.11M | 0.57% | +250+1.8% | Added |
| Aspen Wealth Strategies, LLC | 13,937 | $1.11M | 0.59% | +124+0.9% | Added |
| Pinnacle Financial Partners, Inc. | 13,838 | $1.10M | 0.01% | +243+1.8% | Added |
| Midwest Professional Planners, LTD. | 13,621 | $1.08M | 0.25% | +55+0.4% | Added |
| Gateway Investment Advisers LLC | 13,592 | $1.08M | 0.01% | +5,229+62.5% | Added |
| Advisory Services Network, LLC | 13,570 | $1.08M | 0.01% | −5,411−28.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,522 | $1.07M | 0.04% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 13,273 | $1.05M | 0.02% | −293−2.2% | Reduced |
| WealthTrust Axiom LLC | 13,251 | $1.05M | 0.26% | 00.0% | Unchanged |
| Fundamentun, LLC | 13,250 | $1.05M | 0.04% | +827+6.7% | Added |
| Croban | 13,132 | $1.04M | 0.49% | +1,034+8.5% | Added |
| HighMark Wealth Management LLC | 13,070 | $1.04M | 0.42% | +69+0.5% | Added |
| Tectonic Advisors LLC | 13,055 | $1.04M | 0.05% | −226−1.7% | Reduced |
| Andra AP-fonden | 12,922 | $1.03M | 0.01% | −4,800−27.1% | Reduced |
| RMB Capital Management, LLC | 12,700 | $1.01M | 0.02% | +5,886+86.4% | Added |
| Thompson Investment Management, Inc. | 12,704 | $1.01M | 0.13% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,675 | $1.01M | 0.02% | +1,694+15.4% | Added |
| HighVista Strategies LLC | 12,558 | $997.6K | 0.28% | +4,500+55.8% | Added |
| CAPROCK Group, Inc. | 12,340 | $989.1K | 0.02% | +1,334+12.1% | Added |
| Kestra Private Wealth Services, LLC | 12,427 | $987.2K | 0.01% | +1,596+14.7% | Added |
| EverSource Wealth Advisors, LLC | 12,354 | $981.4K | 0.03% | +469+3.9% | Added |
| Altshuler Shaham Ltd | 12,337 | $980.1K | 0.02% | +1,489+13.7% | Added |
| NorthRock Partners, LLC | 12,142 | $964.6K | 0.02% | −29−0.2% | Reduced |
| Los Angeles Capital Management LLC | 12,092 | $960.6K | 0.00% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 12,025 | $939.3K | 0.08% | +3,539+41.7% | Added |
| Invesco, LLC | 11,522 | $915.3K | 0.32% | −177−1.5% | Reduced |
| Chronos Wealth Management, LLC | 11,491 | $912.8K | 0.44% | 00.0% | Unchanged |
| Man Group plc | 11,409 | $906.3K | 0.00% | −43,046−79.0% | Reduced |
| Emerald Advisors, LLC | 11,405 | $906.0K | 0.11% | +39+0.3% | Added |
| Quadrature Capital Ltd | 11,304 | $898.0K | 0.01% | +11,304 | New |
| Stratos Wealth Partners, LTD. | 11,289 | $896.8K | 0.01% | −2,780−19.8% | Reduced |
| Smartleaf Asset Management LLC | 11,236 | $889.5K | 0.03% | +683+6.5% | Added |
| Exchange Traded Concepts, LLC | 11,156 | $886.2K | 0.01% | −2,371−17.5% | Reduced |
| Reuter James Wealth Management, LLC | 11,142 | $885.1K | 0.13% | −3,572−24.3% | Reduced |
| Norden Group LLC | 11,138 | $884.9K | 0.09% | +53+0.5% | Added |
| Hodges Capital Management Inc. | 11,115 | $882.9K | 0.07% | −200−1.8% | Reduced |
| Legacy Financial Advisors, Inc. | 11,016 | $875.1K | 0.12% | +86+0.8% | Added |
| Dearborn Partners LLC | 10,965 | $871.1K | 0.05% | −49−0.4% | Reduced |
| 111 Capital | 10,965 | $871.1K | 0.21% | +444+4.2% | Added |
| KLCM Advisors, Inc. | 10,950 | $869.9K | 0.08% | 00.0% | Unchanged |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,947 | $869.6K | 0.00% | +10,947 | New |
| Prosperity Consulting Group, LLC | 10,943 | $869.3K | 0.04% | +436+4.1% | Added |
| Finer Wealth Management, Inc. | 10,942 | $869.2K | 0.44% | 00.0% | Unchanged |
| GTS Securities LLC | 10,924 | $867.8K | 0.03% | +3,314+43.5% | Added |
| Bernicke Wealth Management, Ltd. | 10,873 | $863.7K | 0.11% | +5,888+118.1% | Added |
| Everest Financial Group LLC | 10,839 | $861.1K | 0.14% | +5,436+100.6% | Added |
| Nicolet Bankshares Inc | 10,761 | $857.7K | 0.03% | +10,761 | New |
| Independent Advisor Alliance | 10,751 | $854.0K | 0.01% | −42−0.4% | Reduced |
| Sigma Planning Corp | 10,721 | $851.7K | 0.02% | −897−7.7% | Reduced |
| NewEdge Wealth, LLC | 10,497 | $833.9K | 0.01% | −4,054−27.9% | Reduced |
| Hancock Whitney Corp | 10,105 | $833.4K | 0.01% | −1,710−14.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,479 | $832.5K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 10,466 | $831.4K | 0.41% | −457−4.2% | Reduced |
| Great Waters Wealth Management | 10,458 | $830.8K | 0.09% | −67−0.6% | Reduced |
| Mather Group, LLC. | 10,439 | $829.3K | 0.01% | −120−1.1% | Reduced |
| Intrust Bank NA | 10,405 | $826.6K | 0.07% | −765−6.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,398 | $826.0K | 0.03% | +4,795+85.6% | Added |
| ICICI Prudential Asset Management Co Ltd | 10,339 | $821.3K | 0.10% | +846+8.9% | Added |
| Trust Point Inc. | 10,174 | $808.2K | 0.07% | −747−6.8% | Reduced |
| Aviva PLC | 10,100 | $802.3K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 10,092 | $801.7K | 0.01% | +512+5.3% | Added |
| Cypress Capital Group | 10,085 | $801.2K | 0.09% | −75−0.7% | Reduced |
| Moors & Cabot, Inc. | 10,050 | $798.4K | 0.03% | −288−2.8% | Reduced |
| PKO Investment Management Joint-Stock Co | 10,000 | $794.4K | 0.07% | −10,000−50.0% | Reduced |
| OneAscent Financial Services LLC | 9,950 | $790.4K | 0.04% | +2,121+27.1% | Added |
| Havemeyer Place LP | 9,872 | $784.2K | 0.09% | +9,872 | New |
| Advisors Management Group Inc | 9,812 | $779.0K | 0.14% | −673−6.4% | Reduced |
| Strategic Investment Advisors | 9,802 | $778.7K | 0.05% | +9,802 | New |
| TCW Group Inc | 9,782 | $777.1K | 0.01% | +474+5.1% | Added |
| Venturi Wealth Management, LLC | 9,719 | $772.1K | 0.03% | +119+1.2% | Added |
| Lifeworks Advisors, LLC | 9,715 | $771.8K | 0.10% | +5,082+109.7% | Added |
| Marshall Wace, LLP | 9,633 | $765.2K | 0.00% | −18,217−65.4% | Reduced |
| Citizens Financial Group Inc | 9,630 | $765.0K | 0.01% | −1,752−15.4% | Reduced |
| Corundum Group, Inc. | 9,585 | $761.4K | 0.25% | +2,465+34.6% | Added |
| Summit Financial, LLC | 9,353 | $748.2K | 0.01% | +1,306+16.2% | Added |
| Aaron Wealth Advisors | 9,395 | $746.3K | 0.04% | −1,296−12.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,331 | $741.3K | 0.03% | +496+5.6% | Added |
| Wedmont Private Capital | 9,036 | $736.1K | 0.02% | +128+1.4% | Added |
| Birchwood Financial Partners, Inc. | 9,252 | $735.0K | 0.71% | +158+1.7% | Added |
| D. E. Shaw & Co., Inc. | 9,251 | $734.9K | 0.00% | +9,251 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 9,222 | $732.6K | 0.55% | −15,236−62.3% | Reduced |
| USA Financial Portformulas Corp | 9,197 | $730.6K | 0.14% | −12,238−57.1% | Reduced |
| Skopos Labs, Inc. | 9,193 | $730.2K | 0.02% | +3,873+72.8% | Added |
| Fidelis Capital Partners, LLC | 9,038 | $718.0K | 0.05% | −2,730−23.2% | Reduced |
| Sym Financial Corp | 9,024 | $716.9K | 0.07% | +148+1.7% | Added |
| Everence Capital Management Inc | 9,014 | $716.0K | 0.04% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 8,918 | $712.6K | 0.02% | −325−3.5% | Reduced |
| American State Bank (Iowa) | 8,954 | $711.3K | 0.34% | 00.0% | Unchanged |