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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 3,855 | $306.2K | 0.02% | +897+30.3% | Added |
| DORVAL Corp | 3,842 | $305.2K | 0.09% | 00.0% | Unchanged |
| Financially Speaking Inc | 3,808 | $302.5K | 1.47% | +2+0.1% | Added |
| M.E. Allison & Co., Inc. | 3,800 | $301.9K | 0.20% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 3,790 | $301.1K | 0.03% | +79+2.1% | Added |
| Planning Center, Inc. | 3,740 | $297.1K | 0.03% | +4+0.1% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,730 | $296.3K | 0.03% | +27+0.7% | Added |
| JPL Wealth Management, LLC | 3,713 | $294.9K | 0.07% | +459+14.1% | Added |
| Patron Partners Advisors, LLC | 3,692 | $293.3K | 0.13% | +3,692 | New |
| Atlanta Consulting Group Advisors, LLC | 3,644 | $291.5K | 0.06% | +153+4.4% | Added |
| Howe & Rusling Inc | 3,641 | $289.2K | 0.02% | +6+0.2% | Added |
| Kercheville Advisors, LLC | 3,641 | $289.2K | 0.09% | +3,641 | New |
| Ballast Advisors LLC | 3,634 | $288.7K | 0.08% | −431−10.6% | Reduced |
| Versant Capital Management, Inc | 3,629 | $288.3K | 0.03% | +1,390+62.1% | Added |
| Lazari Capital Management, Inc. | 3,628 | $288.2K | 0.10% | +8+0.2% | Added |
| Heartland Bank & Trust Co | 3,627 | $288.1K | 0.07% | +3,627 | New |
| Catalyst Funds Management Pty Ltd | 3,600 | $286.0K | 0.05% | +3,600 | New |
| Simplex Trading, LLC | 3,595 | $285.6K | 0.01% | −6,216−63.4% | Reduced |
| Retiremitten Financial LLC | 3,590 | $285.2K | 0.14% | +3,590 | New |
| Johnson Investment Counsel Inc | 3,589 | $285.1K | 0.00% | −550−13.3% | Reduced |
| Daymark Wealth Partners, LLC | 3,583 | $284.6K | 0.01% | −26−0.7% | Reduced |
| Integrity Alliance, LLC. | 3,573 | $283.9K | 0.01% | −6,068−62.9% | Reduced |
| Oak Thistle LLC | 3,567 | $283.4K | 0.03% | −32,999−90.2% | Reduced |
| CIBC World Markets Inc. | 3,565 | $283.2K | 0.00% | −84,342−95.9% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,565 | $283.2K | 0.05% | +16+0.5% | Added |
| LCM Capital Management Inc | 3,561 | $282.9K | 0.14% | −27−0.8% | Reduced |
| Kozak & Associates, Inc. | 3,498 | $281.4K | 0.05% | +25+0.7% | Added |
| Alley Investment Management Company, LLC | 3,541 | $281.3K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 3,521 | $279.7K | 0.02% | +3,521 | New |
| HM Payson & Co | 3,515 | $279.2K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,500 | $278.0K | 0.21% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,498 | $277.9K | 0.00% | +492+16.4% | Added |
| Rosenberg Matthew Hamilton | 3,497 | $277.8K | 0.06% | −63−1.8% | Reduced |
| MQS Management LLC | 3,486 | $276.9K | 0.19% | −1,494−30.0% | Reduced |
| SkyView Investment Advisors, LLC | 3,479 | $276.0K | 0.04% | −1,611−31.7% | Reduced |
| First National Bank Sioux Falls | 3,404 | $275.9K | 0.08% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,437 | $274.3K | 0.01% | −2,097−37.9% | Reduced |
| Scissortail Wealth Management, LLC | 3,449 | $274.0K | 0.06% | 00.0% | Unchanged |
| James Hambro & Partners | 3,425 | $272.1K | 0.01% | −1,650−32.5% | Reduced |
| Diversify Wealth Management, LLC | 3,450 | $271.9K | 0.00% | +3,450 | New |
| FSB Premier Wealth Management, Inc. | 3,402 | $270.2K | 0.08% | −54−1.6% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $270.1K | 0.13% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,405 | $270.0K | 0.00% | +631+22.7% | Added |
| Chesley Taft & Associates LLC | 3,382 | $268.7K | 0.01% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 3,376 | $268.2K | 0.03% | +9+0.3% | Added |
| Avidian Wealth Solutions, LLC | 3,371 | $267.8K | 0.01% | +172+5.4% | Added |
| CoreFirst Bank & Trust | 3,370 | $267.7K | 0.14% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,354 | $266.4K | 0.18% | −11,772−77.8% | Reduced |
| Mystic Asset Management, Inc. | 3,352 | $266.3K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 3,349 | $266.1K | 0.01% | −29−0.9% | Reduced |
| Boston Trust Walden Corp | 3,347 | $265.9K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 3,342 | $265.5K | 0.07% | +3,342 | New |
| Millington Securities, LLC | 3,342 | $265.5K | 0.07% | +3,342 | New |
| Knollwood Investment Advisory, LLC | 3,323 | $264.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 3,320 | $263.7K | 0.05% | −385−10.4% | Reduced |
| Smithfield Trust Co | 3,301 | $263.0K | 0.01% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,298 | $262.0K | 0.05% | +6+0.2% | Added |
| Occidental Asset Management, LLC | 3,297 | $261.9K | 0.03% | +17+0.5% | Added |
| Compass Financial Group, INC | 3,275 | $260.2K | 0.04% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 3,274 | $260.1K | 0.02% | +5+0.2% | Added |
| Trust Co | 3,271 | $259.8K | 0.02% | +329+11.2% | Added |
| Boulder Wealth Advisors, LLC | 3,270 | $259.8K | 0.10% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 3,266 | $259.5K | 0.02% | +3,266 | New |
| HBK Sorce Advisory LLC | 3,268 | $259.4K | 0.01% | −2,031−38.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,213 | $259.4K | 0.01% | −1,296−28.7% | Reduced |
| Centric Wealth Management | 3,179 | $258.0K | 0.05% | −4−0.1% | Reduced |
| Verition Fund Management LLC | 3,220 | $255.8K | 0.00% | −650,220−99.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,210 | $255.0K | 0.01% | +121+3.9% | Added |
| 180 Wealth Advisors, LLC | 3,197 | $254.0K | 0.03% | +4+0.1% | Added |
| L2 Asset Management, LLC | 3,192 | $253.6K | 0.02% | +216+7.3% | Added |
| Drive Wealth Management, LLC | 3,157 | $252.6K | 0.05% | +41+1.3% | Added |
| SmartHarvest Portfolios, LLC | 3,177 | $252.4K | 0.11% | −135−4.1% | Reduced |
| Bank of Hawaii | 3,172 | $252.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $251.3K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,158 | $251.2K | 0.01% | −305−8.8% | Reduced |
| Cornerstone Wealth Management, LLC | 3,157 | $250.8K | 0.01% | +2+0.1% | Added |
| Concord Asset Management, LLC | 3,139 | $249.4K | 0.04% | −61−1.9% | Reduced |
| Purpose Unlimited Inc. | 3,132 | $248.8K | 0.01% | +450+16.8% | Added |
| Coastline Trust Co | 3,125 | $248.3K | 0.02% | −3,325−51.6% | Reduced |
| Confluence Wealth Services, Inc. | 3,120 | $247.9K | 0.01% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 3,112 | $247.2K | 0.24% | +149+5.0% | Added |
| Portside Wealth Group, LLC | 3,111 | $247.1K | 0.03% | −10.0% | Reduced |
| USAdvisors Wealth Management, LLC | 3,127 | $247.0K | 0.08% | +19+0.6% | Added |
| Atlantic Family Wealth, LLC | 3,106 | $246.7K | 0.18% | −1,141−26.9% | Reduced |
| Perennial Investment Advisors, LLC | 3,091 | $245.5K | 0.02% | −145−4.5% | Reduced |
| North Star Asset Management Inc | 3,066 | $243.6K | 0.01% | +77+2.6% | Added |
| Cary Street Partners Financial LLC | 3,062 | $243.2K | 0.01% | +414+15.6% | Added |
| Diversified Enterprises, LLC | 3,061 | $243.2K | 0.01% | +54+1.8% | Added |
| Kennedy Capital Management, Inc. | 3,057 | $242.8K | 0.01% | −17−0.6% | Reduced |
| Golden State Equity Partners | 3,052 | $242.5K | 0.02% | +309+11.3% | Added |
| Accel Wealth Management | 3,051 | $242.3K | 0.06% | −567−15.7% | Reduced |
| Mutual Advisors, LLC | 3,048 | $242.2K | 0.01% | −4−0.1% | Reduced |
| Prelude Capital Management, LLC | 3,040 | $241.5K | 0.02% | −650−17.6% | Reduced |
| Allianz Asset Management GmbH | 3,026 | $240.4K | 0.00% | −205,828−98.6% | Reduced |
| One Capital Management, LLC | 3,018 | $239.7K | 0.01% | +3,018 | New |
| Everhart Financial Group, Inc. | 3,010 | $239.1K | 0.02% | +3,010 | New |
| Nations Financial Group Inc, | 2,995 | $238.0K | 0.01% | −1,260−29.6% | Reduced |
| Aigen Investment Management, LP | 2,980 | $236.7K | 0.06% | −6,674−69.1% | Reduced |
| NTV Asset Management LLC | 2,968 | $235.8K | 0.03% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 2,958 | $235.0K | 0.02% | −40−1.3% | Reduced |