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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wilkerson Advisory Group LLC | 166 | $13.3K | 0.00% | +25+17.7% | Added |
| Asset Dedication, LLC | 167 | $13.4K | 0.00% | +1+0.6% | Added |
| PFS Partners, LLC | 168 | $13.5K | 0.01% | +1+0.6% | Added |
| Financial Management Professionals, Inc. | 170 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 174 | $13.9K | 0.01% | −15,078−98.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 175 | $14.2K | 0.00% | +67+62.0% | Added |
| Wolff Wiese Magana LLC | 177 | $14.2K | 0.01% | −1,048−85.6% | Reduced |
| Broadwater Capital Management LLC | 180 | $14.5K | 0.01% | −540−75.0% | Reduced |
| MidFirst Bank | 180 | $14.5K | 0.00% | −99−35.5% | Reduced |
| Medallion Wealth Advisors, LLC | 186 | $14.9K | 0.00% | +2+1.1% | Added |
| DiNuzzo Private Wealth, Inc. | 192 | $15.4K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 197 | $15.8K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 200 | $16.1K | 0.00% | +182+1,011.1% | Added |
| Advantage Trust Co | 200 | $16.1K | 0.01% | +200 | New |
| Dogwood Wealth Management LLC | 209 | $16.8K | 0.01% | +46+28.2% | Added |
| Stone House Investment Management, LLC | 211 | $16.9K | 0.00% | +100+90.1% | Added |
| Rialto Wealth Management, LLC | 211 | $16.9K | 0.00% | +17+8.8% | Added |
| MV Capital Management, Inc. | 222 | $17.8K | 0.00% | +2+0.9% | Added |
| Joseph Group Capital Management | 226 | $18.1K | 0.00% | +75+49.7% | Added |
| Rossby Financial, LCC | 231 | $18.5K | 0.00% | −570−71.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 235 | $18.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $19.0K | 0.01% | +13+5.7% | Added |
| Elevated Capital Advisors, LLC | 237 | $19.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 243 | $19.5K | 0.00% | −14−5.4% | Reduced |
| Caitlin John, LLC | 244 | $19.6K | 0.01% | +54+28.4% | Added |
| Armstrong Advisory Group, Inc | 245 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 245 | $19.7K | 0.01% | +73+42.4% | Added |
| Kingdom Financial Group LLC. | 246 | $19.7K | 0.01% | −424−63.3% | Reduced |
| Elequin Capital LP | 249 | $20.0K | 0.00% | +249 | New |
| Bangor Savings Bank | 250 | $20.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 250 | $20.1K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 256 | $20.6K | 0.01% | +256 | New |
| Fedenia Advisers LLC | 258 | $20.7K | 0.00% | +258 | New |
| Kemnay Advisory Services Inc. | 263 | $21.1K | 0.00% | +12+4.8% | Added |
| Prosperity Bancshares Inc | 264 | $21.2K | 0.01% | +117+79.6% | Added |
| Trust Co of Toledo NA | 266 | $21.4K | 0.00% | +261+5,220.0% | Added |
| Private Wealth Asset Management, LLC | 271 | $21.8K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 274 | $22.0K | 0.01% | +274 | New |
| Blueline Advisors LLC | 279 | $22.4K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 277 | $22.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 287 | $23.0K | 0.01% | −69−19.4% | Reduced |
| ORG Wealth Partners, LLC | 290 | $23.3K | 0.00% | −2,553−89.8% | Reduced |
| Main Street Group, LTD | 295 | $23.7K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 295 | $23.7K | 0.01% | +2+0.7% | Added |
| Asset Planning,Inc | 300 | $24.1K | 0.02% | +300 | New |
| Abound Wealth Management | 303 | $24.3K | 0.00% | −58−16.1% | Reduced |
| Commonwealth Retirement Investments LLC | 309 | $24.8K | 0.01% | +309 | New |
| Glen Eagle Advisors, LLC | 313 | $25.1K | 0.00% | +13+4.3% | Added |
| Trust Co | 329 | $26.4K | 0.00% | −2,942−89.9% | Reduced |
| Nemes Rush Group LLC | 338 | $27.2K | 0.00% | +2+0.6% | Added |
| Pin Oak Investment Advisors Inc | 353 | $28.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 349 | $28.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 365 | $29.3K | 0.01% | −14−3.7% | Reduced |
| Piscataqua Savings Bank | 375 | $30.1K | 0.02% | −200−34.8% | Reduced |
| JFS Wealth Advisors, LLC | 382 | $30.8K | 0.00% | +60+18.6% | Added |
| Strategic Wealth Partners, Ltd. | 397 | $31.9K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 400 | $32.1K | 0.00% | −59−12.9% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $32.1K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 404 | $32.4K | 0.01% | +3+0.7% | Added |
| Tanglewood Legacy Advisors, LLC | 410 | $32.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 431 | $34.6K | 0.00% | +141+48.6% | Added |
| Owl Creek Wealth Partners LLC | 440 | $35.3K | 0.01% | −50−10.2% | Reduced |
| Canopy Partners, LLC | 443 | $35.6K | 0.01% | +7+1.6% | Added |
| TD Waterhouse Canada Inc. | 448 | $35.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 450 | $36.0K | 0.00% | −1−0.2% | Reduced |
| Beacon Financial Strategies CORP | 450 | $36.1K | 0.02% | 00.0% | Unchanged |
| First National Bank | 452 | $36.3K | 0.01% | +452 | New |
| Pittenger & Anderson Inc | 471 | $37.8K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 483 | $38.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 493 | $39.5K | 0.00% | −432−46.7% | Reduced |
| Peterson Wealth Management | 494 | $39.7K | 0.02% | +3+0.6% | Added |
| Cedar Mountain Advisors, LLC | 495 | $39.7K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 498 | $40.0K | 0.00% | +495+16,500.0% | Added |
| Highland Investment Advisors LLC | 500 | $40.1K | 0.02% | +500 | New |
| Archer Investment Corp | 500 | $40.1K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 504 | $40.5K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 505 | $40.6K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 519 | $41.7K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 520 | $41.8K | 0.03% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 526 | $42.2K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 528 | $42.4K | 0.01% | +528 | New |
| Strategic Wealth Advisors LLC | 590 | $43.0K | 0.04% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 533 | $43.1K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 539 | $43.3K | 0.02% | −96−15.1% | Reduced |
| Buck Wealth Strategies, LLC | 542 | $43.5K | 0.00% | +542 | New |
| Plante Moran Financial Advisors, LLC | 550 | $44.2K | 0.00% | +280+103.7% | Added |
| Gs Investments, Inc. | 558 | $44.8K | 0.03% | −60−9.7% | Reduced |
| BFSG, LLC | 560 | $45.0K | 0.00% | +15+2.8% | Added |
| Caldwell Trust Co | 569 | $45.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 572 | $45.9K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 578 | $46.4K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 584 | $46.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 609 | $49.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 608 | $49.2K | 0.00% | +338+125.2% | Added |
| Bartlett & Co. Wealth Management LLC | 623 | $50.4K | 0.00% | +33+5.6% | Added |
| Bruce G. Allen Investments, LLC | 630 | $50.6K | 0.03% | +25+4.1% | Added |
| North Star Investment Management Corp. | 631 | $50.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 631 | $50.8K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 648 | $50.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 635 | $51.0K | 0.00% | −472−42.6% | Reduced |