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 |
|---|---|---|---|---|---|
| Bull Harbor Capital LLC | 8,933 | $709.6K | 0.19% | +8,933 | New |
| Drucker Wealth 3.0, LLC | 8,918 | $708.4K | 0.12% | +363+4.2% | Added |
| Amarillo National Bank | 8,909 | $707.7K | 0.12% | +1,088+13.9% | Added |
| Code Waechter LLC | 8,866 | $704.3K | 0.42% | −785−8.1% | Reduced |
| We Are One Seven, LLC | 8,856 | $703.6K | 0.01% | +89+1.0% | Added |
| Teacher Retirement System of Texas | 8,824 | $701.0K | 0.00% | −10,745−54.9% | Reduced |
| TCP Asset Management, LLC | 8,762 | $696.1K | 0.09% | +8,762 | New |
| Ameriflex Group, Inc. | 8,653 | $687.4K | 0.35% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,799 | $687.3K | 0.02% | +78+0.9% | Added |
| Tradewinds Capital Management, LLC | 8,469 | $672.8K | 0.13% | 00.0% | Unchanged |
| Change Path, LLC | 8,421 | $668.9K | 0.02% | +97+1.2% | Added |
| Legacy Wealth Asset Management, LLC | 8,287 | $658.3K | 0.16% | +25+0.3% | Added |
| Signaturefd, LLC | 8,216 | $652.7K | 0.01% | +768+10.3% | Added |
| Old Port Advisors | 8,204 | $651.7K | 0.15% | −41−0.5% | Reduced |
| Ballentine Partners, LLC | 8,187 | $650.4K | 0.01% | +77+0.9% | Added |
| Alteri Wealth LLC | 8,130 | $645.9K | 0.21% | +391+5.1% | Added |
| Cohen Klingenstein LLC | 8,100 | $643.5K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,082 | $642.0K | 0.00% | −1,432−15.1% | Reduced |
| Prospera Financial Services Inc | 8,026 | $637.7K | 0.01% | −213−2.6% | Reduced |
| Central Trust Co | 8,006 | $636.0K | 0.01% | −92−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 8,000 | $635.5K | 0.01% | −10.0% | Reduced |
| Walleye Trading LLC | 7,998 | $635.4K | 0.01% | +7,998 | New |
| Sagespring Wealth Partners, LLC | 7,959 | $632.3K | 0.01% | −403−4.8% | Reduced |
| Quadrant Capital Group LLC | 7,941 | $630.8K | 0.02% | +345+4.5% | Added |
| Gotham Asset Management, LLC | 7,909 | $628.3K | 0.00% | +3,781+91.6% | Added |
| Parsons Capital Management Inc | 7,904 | $627.9K | 0.03% | +457+6.1% | Added |
| Cascade Investment Group, Inc. | 7,880 | $626.0K | 0.41% | 00.0% | Unchanged |
| Laraway Financial Inc | 7,855 | $624.0K | 0.44% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,817 | $621.0K | 0.06% | +7,817 | New |
| Brookstone Capital Management | 7,811 | $620.5K | 0.01% | −4,935−38.7% | Reduced |
| Pensionmark Financial Group, LLC | 7,793 | $619.1K | 0.01% | −1,313−14.4% | Reduced |
| Marks Group Wealth Management, Inc | 7,758 | $616.3K | 0.06% | +538+7.5% | Added |
| Parallel Advisors, LLC | 7,755 | $616.1K | 0.01% | +650+9.1% | Added |
| SFMG, LLC | 7,675 | $609.7K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,637 | $600.6K | 0.04% | +52+0.7% | Added |
| KCM Investment Advisors LLC | 7,549 | $599.7K | 0.02% | +140+1.9% | Added |
| Lifelong Wealth Advisors, Inc. | 7,528 | $598.0K | 0.16% | −97−1.3% | Reduced |
| Stonebridge Capital Advisors LLC | 7,516 | $597.1K | 0.04% | −53−0.7% | Reduced |
| Perigon Wealth Management, LLC | 7,503 | $596.0K | 0.01% | −10−0.1% | Reduced |
| Oarsman Capital, Inc. | 7,500 | $595.8K | 0.07% | −100−1.3% | Reduced |
| Cahill Financial Advisors Inc | 7,497 | $595.6K | 0.06% | −26−0.3% | Reduced |
| Interval Partners, LP | 7,413 | $588.9K | 0.02% | +7,413 | New |
| Level Four Advisory Services, LLC | 7,398 | $587.7K | 0.02% | +106+1.5% | Added |
| Goelzer Investment Management, Inc. | 7,386 | $586.7K | 0.03% | −100−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 7,386 | $586.7K | 0.04% | +910+14.1% | Added |
| RFG Advisory, LLC | 7,351 | $584.0K | 0.01% | −276−3.6% | Reduced |
| CX Institutional | 7,337 | $583.0K | 0.02% | +31+0.4% | Added |
| Danske Bank A/S | 7,299 | $579.8K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 7,261 | $576.8K | 0.01% | −10,281−58.6% | Reduced |
| Personal Cfo Solutions, LLC | 7,082 | $566.8K | 0.08% | +542+8.3% | Added |
| Peapack Gladstone Financial Corp | 7,097 | $564.0K | 0.01% | +7,097 | New |
| Nicollet Investment Management, Inc. | 7,011 | $557.0K | 0.19% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 6,942 | $551.5K | 0.10% | −415−5.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,843 | $543.6K | 0.02% | −527−7.2% | Reduced |
| Romano Brothers and Company | 6,824 | $542.1K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 6,791 | $539.5K | 0.00% | +948+16.2% | Added |
| Candriam Luxembourg S.C.A. | 6,765 | $537.4K | 0.00% | +215+3.3% | Added |
| Aprio Wealth Management, LLC | 6,731 | $534.7K | 0.03% | −995−12.9% | Reduced |
| V-Square Quantitative Management LLC | 6,635 | $527.1K | 0.06% | +1,472+28.5% | Added |
| SageView Advisory Group, LLC | 6,616 | $525.6K | 0.02% | −585−8.1% | Reduced |
| Fulcrum Asset Management LLP | 6,638 | $525.5K | 0.08% | +6,638 | New |
| World Equity Group, Inc. | 6,561 | $521.2K | 0.13% | +1,753+36.5% | Added |
| Essex Financial Services, Inc. | 6,538 | $519.4K | 0.03% | −204−3.0% | Reduced |
| SNS Financial Group, LLC | 6,472 | $517.9K | 0.04% | +211+3.4% | Added |
| Equitable Holdings, Inc. | 6,818 | $516.2K | 0.00% | +2,602+61.7% | Added |
| Brown Brothers Harriman & Co | 6,457 | $512.9K | 0.00% | +1,934+42.8% | Added |
| Private Trust Co NA | 6,383 | $507.1K | 0.05% | +771+13.7% | Added |
| Atlantic Union Bankshares Corp | 6,377 | $506.6K | 0.01% | +267+4.4% | Added |
| Safeguard Investment Advisory Group, LLC | 6,372 | $506.2K | 0.14% | +79+1.3% | Added |
| Atom Investors LP | 6,361 | $505.3K | 0.04% | −53,435−89.4% | Reduced |
| Csenge Advisory Group | 6,332 | $503.0K | 0.02% | +40+0.6% | Added |
| CTC Alternative Strategies, Ltd. | 6,300 | $500.5K | 1.14% | +6,300 | New |
| U.S. Capital Wealth Advisors, LLC | 6,282 | $499.0K | 0.01% | +7+0.1% | Added |
| Capital Investment Advisors, LLC | 6,253 | $496.8K | 0.01% | +1,109+21.6% | Added |
| CWA Asset Management Group, LLC | 6,244 | $496.0K | 0.02% | −988−13.7% | Reduced |
| Beto Financial Group, LLC | 6,063 | $487.6K | 0.29% | +47+0.8% | Added |
| Hills Bank & Trust Co | 6,120 | $486.2K | 0.02% | −64−1.0% | Reduced |
| Ashton Thomas Securities, LLC | 6,045 | $480.2K | 0.06% | −450−6.9% | Reduced |
| Capital Performance Advisors LLP | 6,017 | $478.0K | 0.03% | +289+5.0% | Added |
| Sumitomo Life Insurance Co | 6,001 | $476.7K | 0.01% | +193+3.3% | Added |
| Ronald Blue Trust, Inc. | 5,984 | $475.4K | 0.01% | −2,229−27.1% | Reduced |
| Excelsior Advisor Network LLC | 5,972 | $474.4K | 0.18% | +5,972 | New |
| AlTi Global, Inc. | 5,902 | $472.3K | 0.01% | +116+2.0% | Added |
| Freedom Financial Partners LLC | 5,897 | $468.4K | 0.17% | −679−10.3% | Reduced |
| Spire Wealth Management | 5,879 | $467.1K | 0.02% | +242+4.3% | Added |
| Integris Wealth Management, LLC | 5,812 | $461.7K | 0.11% | −188−3.1% | Reduced |
| Twin Tree Management, LP | 5,752 | $456.9K | 0.10% | +5,752 | New |
| Catalytic Wealth RIA, LLC | 5,676 | $450.9K | 0.02% | +34+0.6% | Added |
| TCG Advisory Services, LLC | 5,652 | $449.0K | 0.01% | +397+7.6% | Added |
| Segment Wealth Management, LLC | 5,645 | $448.4K | 0.03% | −740−11.6% | Reduced |
| Cigna Investments Inc | 5,596 | $445.0K | 0.07% | −133−2.3% | Reduced |
| SC&H Financial Advisors, Inc. | 5,592 | $444.2K | 0.07% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 5,578 | $443.1K | 0.25% | +14+0.3% | Added |
| Waycross Partners, LLC | 5,550 | $440.9K | 0.04% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 5,516 | $438.2K | 0.03% | +778+16.4% | Added |
| Syon Capital LLC | 5,512 | $437.9K | 0.02% | +10.0% | Added |
| Heritage Investors Management Corp | 5,472 | $435.0K | 0.01% | +5,472 | New |
| Tiaa Trust, National Association | 5,447 | $432.7K | 0.03% | −175,222−97.0% | Reduced |
| Third View Private Wealth, LLC | 5,446 | $432.6K | 0.06% | +292+5.7% | Added |
| CFS Investment Advisory Services, LLC | 5,305 | $430.1K | 0.03% | +96+1.8% | Added |