Skip to main content

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, Q3 2026

Institutional positions in Xcel Energy Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
9
0 vs. Q2 2026
Shares held
22.1K
−801 (−3.5%) vs. Q2 2026
Total value
$1.55M
−$281.2K (−15.3%) vs. Q2 2026
New holders
0
2 more added
Sold out
0
3 more reduced

1,286 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value held
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q2 2026.

Institutions holding XEL in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Strategic Investment Advisors––––Not filed
First Horizon Corp––––Not filed
AlTi Global, Inc.––––Not filed
Prelude Capital Management, LLC––––Not filed
Cigna Investments Inc––––Not filed
Essex Financial Services, Inc.––––Not filed
SageView Advisory Group, LLC––––Not filed
Sumitomo Life Insurance Co––––Not filed
TCG Advisory Services, LLC––––Not filed
Shah Wealth Advisors, LLC––––Not filed
Klein Pavlis & Peasley Financial, Inc.––––Not filed
Krilogy Financial LLC––––Not filed
Syon Capital LLC––––Not filed
One Wealth Capital Management, LLC––––Not filed
Beto Financial Group, LLC––––Not filed
Catalytic Wealth RIA, LLC––––Not filed
SC&H Financial Advisors, Inc.––––Not filed
Patron Partners Advisors, LLC––––Not filed
Brighton Jones LLC––––Not filed
Asahi Life Asset Management Co., Ltd.––––Not filed
Waycross Partners, LLC––––Not filed
Umb Bank N A––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Moody National Bank Trust Division––––Not filed
CFS Investment Advisory Services, LLC––––Not filed
Atomi Financial Group, Inc.––––Not filed
Heritage Investors Management Corp––––Not filed
AlphaCore Capital LLC––––Not filed
Lakeridge Wealth Management LLC––––Not filed
Winton Group Ltd––––Not filed
Carret Asset Management, LLC––––Not filed
Charter Trust Co––––Not filed
Bravera Wealth––––Not filed
Private Trust Co NA––––Not filed
GTS Securities LLC––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Heritage Trust Co––––Not filed
AlphaGrep UK Ltd––––Not filed
Freedom Financial Partners LLC––––Not filed
Andra AP-fonden––––Not filed
Evergreen Capital Management LLC––––Not filed
Waterloo Capital, L.P.––––Not filed
Change Path, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Welch Group, LLC––––Not filed
Everpar Advisors LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Neo Ivy Capital Management––––Not filed
South State Corp.––––Not filed
Castle Rock Wealth Management, LLC––––Not filed
National Asset Management, Inc.––––Not filed
Mariner, LLC––––Not filed
Legacy Capital Group California, Inc.––––Not filed
Heritage Wealth Architects, Inc.––––Not filed
Obermeyer Wood Investment Counsel, LLLP––––Not filed
MAI Capital Management––––Not filed
Apella Capital, LLC––––Not filed
Evolve Private Wealth, LLC––––Not filed
Warwick Investment Management, Inc.––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Birch Financial Group, LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Petros Family Wealth, LLC––––Not filed
Buska Wealth Management, LLC––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
MorganRosel Wealth Management, LLC––––Not filed
Cidel Asset Management Inc––––Not filed
Aventura Private Wealth, LLC––––Not filed
Financial Gravity Companies, Inc.––––Not filed
Frank, Rimerman Advisors LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Sowell Financial Services LLC––––Not filed
Nautilus Advisors LLC––––Not filed
Prairie Wealth Advisors, Inc.––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Affiance Financial, LLC––––Not filed
Claro Advisors LLC––––Not filed
Concord Wealth Partners––––Not filed
Baker Boyer National Bank––––Not filed
Poinciana Advisors Group, LLC––––Not filed
SageGuard Financial Group, LLC––––Not filed
Venture Visionary Partners LLC––––Not filed
Evansbrook LLC––––Not filed
Hilltop Holdings Inc.––––Not filed
Patrick M Sweeney & Associates, Inc––––Not filed
Simplicity Wealth,LLC––––Not filed
Access Financial Services, Inc.––––Not filed
Third View Private Wealth, LLC––––Not filed
Blue Water Asset Management––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
BIP Wealth, LLC––––Not filed
Bell Bank––––Not filed
Capital International Sarl––––Not filed
First National Bank & Trust Co of Newtown––––Not filed
Crestwood Advisors Group LLC––––Not filed
Teacher Retirement System of Texas––––Not filed
RDA Financial Network––––Not filed
First Business Financial Services, Inc.––––Not filed
Triumph Capital Management––––Not filed