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 |
|---|---|---|---|---|---|
| Lakeridge Wealth Management LLC | 5,412 | $429.9K | 0.18% | +39+0.7% | Added |
| Moody National Bank Trust Division | 5,395 | $428.6K | 0.04% | −144−2.6% | Reduced |
| Carret Asset Management, LLC | 5,394 | $428.5K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 5,389 | $428.1K | 0.03% | 00.0% | Unchanged |
| Bravera Wealth | 5,387 | $427.9K | 0.19% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 5,380 | $427.4K | 0.03% | −1,196−18.2% | Reduced |
| Financial Advisors Network, Inc. | 5,378 | $427.2K | 0.06% | +525+10.8% | Added |
| State of Wyoming | 5,374 | $426.9K | 0.05% | +2,861+113.8% | Added |
| Umb Bank N A | 5,252 | $417.2K | 0.01% | −1,957−27.1% | Reduced |
| Kestra Investment Management, LLC | 5,241 | $416.4K | 0.01% | +63+1.2% | Added |
| TCI Wealth Advisors, Inc. | 5,182 | $411.7K | 0.02% | +6+0.1% | Added |
| EntryPoint Capital, LLC | 5,178 | $411.3K | 0.12% | 00.0% | Unchanged |
| Heritage Trust Co | 5,157 | $409.7K | 0.04% | −40−0.8% | Reduced |
| Hilltop Holdings Inc. | 5,148 | $408.9K | 0.04% | −3,471−40.3% | Reduced |
| Brighton Jones LLC | 5,147 | $408.9K | 0.01% | +5,147 | New |
| Lantz Financial LLC | 5,049 | $401.1K | 0.08% | −1,245−19.8% | Reduced |
| Stock Yards Bank & Trust Co | 5,046 | $400.9K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,955 | $400.1K | 0.09% | +5+0.1% | Added |
| Heritage Wealth Architects, Inc. | 4,844 | $400.0K | 0.17% | +828+20.6% | Added |
| Krilogy Financial LLC | 4,918 | $398.6K | 0.01% | +69+1.4% | Added |
| Glenview Trust Co | 4,997 | $397.0K | 0.01% | −1,954−28.1% | Reduced |
| Welch Group, LLC | 4,989 | $396.3K | 0.01% | −290−5.5% | Reduced |
| Evergreen Capital Management LLC | 4,944 | $395.7K | 0.01% | +507+11.4% | Added |
| Legacy Capital Group California, Inc. | 4,971 | $394.9K | 0.15% | −1,280−20.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,970 | $394.8K | 0.00% | +304+6.5% | Added |
| Everpar Advisors LLC | 4,961 | $394.1K | 0.14% | +303+6.5% | Added |
| Stephens Inc | 4,960 | $394.0K | 0.00% | −1,703−25.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,947 | $393.0K | 0.00% | −10.0% | Reduced |
| Frec Markets, Inc. | 4,942 | $392.6K | 0.07% | +1,676+51.3% | Added |
| South State Corp. | 4,931 | $391.7K | 0.02% | +1,145+30.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,925 | $391.2K | 0.02% | −160−3.1% | Reduced |
| Apella Capital, LLC | 4,797 | $388.9K | 0.01% | +677+16.4% | Added |
| National Asset Management, Inc. | 4,890 | $387.1K | 0.03% | −431−8.1% | Reduced |
| Alerus Financial NA | 4,854 | $385.6K | 0.02% | 00.0% | Unchanged |
| Capital International Sarl | 4,791 | $380.6K | 0.01% | +4,791 | New |
| International Assets Investment Management, LLC | 4,763 | $379.6K | 0.03% | −162−3.3% | Reduced |
| Venture Visionary Partners LLC | 4,773 | $379.2K | 0.01% | −500−9.5% | Reduced |
| Warwick Investment Management, Inc. | 4,758 | $378.0K | 0.05% | −337−6.6% | Reduced |
| Sowell Financial Services LLC | 4,739 | $376.5K | 0.01% | +592+14.3% | Added |
| Journey Strategic Wealth LLC | 4,727 | $375.5K | 0.01% | +1,514+47.1% | Added |
| Birch Financial Group, LLC | 4,724 | $375.3K | 0.22% | +868+22.5% | Added |
| Petros Family Wealth, LLC | 4,720 | $375.0K | 0.27% | −1,000−17.5% | Reduced |
| IFP Advisors, Inc | 4,713 | $374.4K | 0.01% | −2,402−33.8% | Reduced |
| Clearstead Advisors, LLC | 4,703 | $373.6K | 0.00% | −1,583−25.2% | Reduced |
| MorganRosel Wealth Management, LLC | 4,700 | $373.4K | 0.15% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 4,681 | $371.9K | 0.15% | +35+0.8% | Added |
| MAI Capital Management | 4,667 | $370.7K | 0.00% | +565+13.8% | Added |
| Principle Wealth Partners LLC | 4,662 | $370.4K | 0.02% | +139+3.1% | Added |
| Sofos Investments, Inc. | 4,652 | $369.6K | 0.07% | +785+20.3% | Added |
| First Horizon Corp | 4,639 | $368.5K | 0.02% | −196−4.1% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 4,645 | $368.0K | 0.11% | +4,645 | New |
| Access Financial Services, Inc. | 4,612 | $366.4K | 0.13% | −93−2.0% | Reduced |
| Nautilus Advisors LLC | 4,612 | $366.4K | 0.25% | +35+0.8% | Added |
| Claro Advisors LLC | 4,594 | $365.0K | 0.04% | +63+1.4% | Added |
| Affiance Financial, LLC | 4,592 | $364.8K | 0.06% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,582 | $364.0K | 0.04% | −466−9.2% | Reduced |
| Concord Wealth Partners | 4,561 | $362.3K | 0.05% | −61−1.3% | Reduced |
| Cidel Asset Management Inc | 4,543 | $360.9K | 0.02% | +552+13.8% | Added |
| Poinciana Advisors Group, LLC | 4,524 | $359.4K | 0.28% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 4,514 | $358.6K | 0.06% | +16+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,513 | $358.5K | 0.01% | +807+21.8% | Added |
| Evansbrook LLC | 4,507 | $358.0K | 0.24% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 4,505 | $357.9K | 0.04% | +90+2.0% | Added |
| Gateway Wealth Partners, LLC | 4,465 | $354.7K | 0.01% | +4,465 | New |
| Frank, Rimerman Advisors LLC | 4,441 | $352.8K | 0.02% | −666−13.0% | Reduced |
| Atomi Financial Group, Inc. | 4,431 | $352.0K | 0.01% | −223−4.8% | Reduced |
| First National Bank & Trust Co of Newtown | 4,425 | $351.5K | 0.08% | −1,179−21.0% | Reduced |
| Bell Bank | 4,397 | $349.3K | 0.01% | −448−9.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,371 | $347.4K | 0.01% | +10+0.2% | Added |
| Blue Water Asset Management | 4,346 | $345.2K | 0.12% | +125+3.0% | Added |
| LeClair Wealth Partners LLC | 4,346 | $345.2K | 0.12% | +4,346 | New |
| Aventura Private Wealth, LLC | 4,317 | $342.9K | 0.13% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,261 | $338.5K | 0.02% | +62+1.5% | Added |
| Advisory Alpha, LLC | 4,255 | $338.1K | 0.01% | −77−1.8% | Reduced |
| Crestwood Advisors Group LLC | 4,254 | $337.9K | 0.01% | +365+9.4% | Added |
| Patrick M Sweeney & Associates, Inc | 4,225 | $335.6K | 0.22% | +105+2.5% | Added |
| Triumph Capital Management | 4,167 | $333.5K | 0.07% | +85+2.1% | Added |
| First Business Financial Services, Inc. | 4,184 | $332.4K | 0.03% | 00.0% | Unchanged |
| RDA Financial Network | 4,160 | $330.4K | 0.08% | +51+1.2% | Added |
| Montag A & Associates Inc | 4,099 | $328.1K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,119 | $327.2K | 0.30% | −328−7.4% | Reduced |
| Farmers & Merchants Investments Inc | 4,111 | $326.6K | 0.01% | +652+18.8% | Added |
| Park Place Capital Corp | 4,097 | $325.5K | 0.07% | −1,372−25.1% | Reduced |
| Trueblood Wealth Management, LLC | 4,077 | $323.9K | 0.13% | −94−2.3% | Reduced |
| Leverty Financial Group, LLC | 4,058 | $322.4K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,050 | $321.7K | 0.11% | +140+3.6% | Added |
| JNBA Financial Advisors | 4,041 | $321.1K | 0.03% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 4,016 | $319.0K | 0.06% | −2,848−41.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,005 | $318.2K | 0.09% | +4,005 | New |
| Signal Advisors Wealth, LLC | 3,968 | $315.3K | 0.02% | +1,198+43.2% | Added |
| Ingalls & Snyder LLC | 3,971 | $315.0K | 0.01% | −10−0.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,964 | $314.9K | 0.03% | −259−6.1% | Reduced |
| Keudell/Morrison Wealth Management | 3,951 | $313.9K | 0.06% | −1,148−22.5% | Reduced |
| LVW Advisors, LLC | 3,942 | $313.2K | 0.03% | −5,050−56.2% | Reduced |
| Paragon Capital Management LLC | 3,931 | $312.3K | 0.15% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,921 | $311.5K | 0.01% | +8+0.2% | Added |
| Anchyra Partners LLC | 3,910 | $310.6K | 0.09% | +165+4.4% | Added |
| Tyche Wealth Partners LLC | 3,886 | $308.7K | 0.05% | −368−8.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,883 | $308.5K | 0.04% | +263+7.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,862 | $306.8K | 0.00% | +14+0.4% | Added |