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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Xcel Energy Inc as of Jun 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

Institutional holders
1,295
+36 vs. Q1 2026
Shares held
597.2M
+26.5M (+4.6%) vs. Q1 2026
Total value
$48.0B
+$2.67B (+5.9%) vs. Q1 2026
New holders
112
555 more added
Sold out
76
394 more reduced

16 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,295 institutions
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 heldQ2 2026: $48.0B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2026.

Institutions holding XEL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC7$00.00%+7New
Synergy Investment Management, LLC1$790.00%−117−99.2%Reduced
Meeder Asset Management Inc1$800.00%00.0%Unchanged
IMG Wealth Management, Inc.1$800.00%+1New
Trifecta Capital Advisors, LLC1$810.00%+1New
3 Factor Indexing, LLC2$1610.00%00.0%Unchanged
Maryland Capital Advisors Inc.2$1610.00%+2New
Acumen Wealth Advisors, LLC2$1610.00%+2New
Halbert Hargrove Global Advisors, LLC4$3160.00%+4New
Phillip James Consulting Co.6$4820.00%00.0%Unchanged
Morton Brown Family Wealth, LLC6$4820.00%+6New
Breakwater Investment Management7$5630.00%00.0%Unchanged
Atlas Capital Advisors LLC8$6420.00%00.0%Unchanged
Seneschal Advisors, LLC8$6430.00%+2+33.3%Added
Quaker Wealth Management, LLC9$7230.00%00.0%Unchanged
Crewe Advisors LLC9$7290.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management10$8030.00%−191−95.0%Reduced
Nvest Wealth Strategies, Inc.10$8030.00%+7+233.3%Added
Three Bearings Fiduciary Advisors, Inc.10$8090.00%00.0%Unchanged
Silicon Valley Capital Partners10$8090.00%00.0%Unchanged
Retirement Wealth Solutions LLC12$9640.00%+1+9.1%Added
Ogorek Anthony Joseph18$1.00K0.00%00.0%Unchanged
WealthCollab, LLC13$1.04K0.00%00.0%Unchanged
Mosley Wealth Management17$1.36K0.00%+17New
Private Wealth Management Group, LLC17$1.37K0.00%00.0%Unchanged
Sunrise Financial Services, LLC18$1.45K0.00%00.0%Unchanged
1015 Capital Partners, LLC18$1.45K0.00%+2+12.5%Added
Davis Capital Management18$1.45K0.00%+10+125.0%Added
Signature Resources Capital Management, LLC19$1.53K0.00%00.0%Unchanged
Spectrum Wealth Advisory Group, LLC20$1.62K0.00%+20New
HFM Investment Advisors, LLC22$1.77K0.00%+10+83.3%Added
Activest Wealth Management22$1.77K0.00%+22New
Planning Strategies Inc.27$2.17K0.00%+27New
WestEnd Advisors, LLC29$2.33K0.00%+4+16.0%Added
Key Capital Management, INC30$2.41K0.00%−58−65.9%Reduced
Beaird Harris Wealth Management, LLC30$2.41K0.00%00.0%Unchanged
Clark Wealth Partners31$2.51K0.00%00.0%Unchanged
WPG Advisers, LLC32$2.57K0.00%00.0%Unchanged
Investors Research Corp33$2.65K0.00%00.0%Unchanged
Holos Integrated Wealth LLC33$2.66K0.00%00.0%Unchanged
Kilter Group LLC35$2.81K0.00%−10−22.2%Reduced
American Capital Advisory, LLC36$2.89K0.00%+14+63.6%Added
EFG International AG36$2.89K0.00%+16+80.0%Added
Granite FO LLC39$3.13K0.00%00.0%Unchanged
Bard Associates Inc44$3.53K0.00%+3+7.3%Added
Pacifica Partners Inc.45$3.69K0.00%00.0%Unchanged
Burk Holdings LLC46$3.69K0.00%00.0%Unchanged
Anchor Investment Management, LLC48$3.85K0.00%00.0%Unchanged
Penserra Capital Management LLC51$4.00K0.00%00.0%Unchanged
Independence Bank of Kentucky50$4.01K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC50$4.01K0.00%+12+31.6%Added
SJS Investment Consulting Inc.53$4.26K0.00%+2+3.9%Added
Dynamic Wealth Strategies, LLC54$4.34K0.00%+30+125.0%Added
POM Investment Strategies, LLC56$4.50K0.01%00.0%Unchanged
Proathlete Wealth Management LLC57$4.58K0.00%00.0%Unchanged
Grove Bank & Trust61$4.90K0.00%00.0%Unchanged
TFC Financial Management63$5.06K0.00%+6+10.5%Added
West Paces Advisors Inc.63$5.06K0.00%+63New
TD Capital Management LLC63$5.06K0.00%00.0%Unchanged
Great Lakes Advisors, LLC69$5.54K0.00%00.0%Unchanged
Olistico Wealth, LLC71$5.70K0.00%00.0%Unchanged
Fulcrum Asset Management LLP70$5.74K0.00%−6,568−98.9%Reduced
Key Financial Inc72$5.78K0.00%+43+148.3%Added
Boreal Capital Management LLC72$5.82K0.00%00.0%Unchanged
Signature Equity Partners, LLC75$6.00K0.00%−117−60.9%Reduced
Hughes Financial Services, LLC78$6.26K0.00%+27+52.9%Added
Mascoma Wealth Management LLC81$6.50K0.00%00.0%Unchanged
Fairman Group, LLC86$6.96K0.01%00.0%Unchanged
LGT Financial Advisors LLC87$6.96K0.04%+1+1.2%Added
Aspect Partners, LLC88$7.07K0.00%00.0%Unchanged
Raffa Wealth Management, LLC90$7.23K0.00%+14+18.4%Added
Quest 10 Wealth Builders, Inc.96$7.71K0.01%−165−63.2%Reduced
Ares Financial Consulting, LLC97$7.79K0.01%+38+64.4%Added
DT Investment Partners, LLC98$7.87K0.00%00.0%Unchanged
Collier Financial99$7.96K0.01%−377−79.2%Reduced
Duncker Streett & Co Inc100$8.03K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.105$8.43K0.00%00.0%Unchanged
Bare Financial Services, Inc109$8.75K0.00%+41+60.3%Added
BOK Financial Private Wealth, Inc.109$8.82K0.00%−78−41.7%Reduced
Cape Investment Advisory, Inc.114$9.15K0.00%+114New
Valley National Advisers Inc116$9.31K0.00%−21−15.3%Reduced
Investors Portfolio Services LLC121$9.72K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC123$9.88K0.00%−74−37.6%Reduced
Arlington Trust Co LLC125$10.0K0.00%−133−51.6%Reduced
Highline Wealth Partners LLC128$10.3K0.00%+40+45.5%Added
Avion Wealth145$11.0K0.00%+1+0.7%Added
Cornerstone Financial Management LLC137$11.0K0.01%+64+87.7%Added
Atlantic Trust, LLC138$11.1K0.00%00.0%Unchanged
Wellington-Altus USA Inc.141$11.2K0.01%+141New
Tiaa Trust, National Association140$11.2K0.00%−5,307−97.4%Reduced
Dunhill Financial, LLC141$11.4K0.00%+1+0.7%Added
Godfrey Financial Associates, Inc.143$11.5K0.01%00.0%Unchanged
Webster Bank, N. A.150$12.0K0.00%00.0%Unchanged
Strive Financial Group ,LLC153$12.3K0.01%00.0%Unchanged
DecisionPoint Financial, LLC155$12.4K0.00%−3−1.9%Reduced
Axiom Investment Management LLC157$12.6K0.01%+157New
1 North Wealth Services LLC157$12.6K0.00%+157New
Valued Wealth Advisors LLC160$12.9K0.00%+4+2.6%Added
Ritter Daniher Financial Advisory LLC162$13.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC165$13.2K0.00%+39+31.0%Added