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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 636 | $51.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 645 | $51.8K | 0.00% | −23−3.4% | Reduced |
| Kimelman & Baird, LLC | 652 | $52.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 679 | $54.2K | 0.01% | +679 | New |
| Institute for Wealth Management, LLC. | 702 | $56.4K | 0.00% | +702 | New |
| NBT Bank N A | 709 | $56.9K | 0.00% | −501−41.4% | Reduced |
| Strengthening Families & Communities, LLC | 738 | $59.2K | 0.01% | +14+1.9% | Added |
| Bell Investment Advisors, Inc | 752 | $60.4K | 0.01% | +6+0.8% | Added |
| Hager Investment Management Services, LLC | 755 | $60.6K | 0.03% | −245−24.5% | Reduced |
| Bank of New Hampshire | 760 | $61.0K | 0.01% | −469−38.2% | Reduced |
| Financial Perspectives, Inc | 767 | $61.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 777 | $61.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 796 | $63.9K | 0.00% | +796 | New |
| Steigerwald, Gordon & Koch Inc. | 798 | $64.1K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 800 | $64.2K | 0.03% | +800 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 805 | $64.6K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 831 | $66.7K | 0.02% | +6+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 832 | $67.0K | 0.00% | +71+9.3% | Added |
| SHP Wealth Management | 837 | $67.2K | 0.00% | +49+6.2% | Added |
| Truvestments Capital LLC | 857 | $68.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 864 | $69.4K | 0.00% | +5+0.6% | Added |
| Essential Partners LLC | 870 | $69.9K | 0.03% | +171+24.5% | Added |
| Silver Grove Financial Group, Inc. | 877 | $70.4K | 0.04% | +311+54.9% | Added |
| Bullock Wealth Management Group | 902 | $71.9K | 0.03% | +3+0.3% | Added |
| Brown, Lisle/Cummings, Inc. | 902 | $72.4K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 912 | $73.8K | 0.00% | −21−2.3% | Reduced |
| Quent Capital, LLC | 924 | $74.2K | 0.00% | −99−9.7% | Reduced |
| Lloyd Advisory Services, LLC. | 945 | $75.9K | 0.03% | +275+41.0% | Added |
| Centennial Bank | 947 | $76.0K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 978 | $78.5K | 0.02% | +81+9.0% | Added |
| Front Row Advisors LLC | 1,013 | $78.7K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 983 | $78.9K | 0.00% | −432−30.5% | Reduced |
| Clear Street Markets LLC | 994 | $79.8K | 0.02% | +994 | New |
| First Community Trust NA | 1,000 | $80.3K | 0.04% | −500−33.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,005 | $80.7K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,009 | $81.0K | 0.01% | +19+1.9% | Added |
| Washington Trust Advisors, Inc. | 1,030 | $82.7K | 0.01% | −19−1.8% | Reduced |
| Heritage Wealth Advisors | 1,040 | $83.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,055 | $84.7K | 0.03% | +1,055 | New |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $86.5K | 0.01% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 1,178 | $87.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,089 | $87.4K | 0.02% | +1,021+1,501.5% | Added |
| Harbor Asset Planning, Inc. | 1,092 | $87.7K | 0.07% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,093 | $87.8K | 0.00% | −59−5.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,100 | $88.3K | 0.01% | +141+14.7% | Added |
| Dorato Capital Management | 1,112 | $89.0K | 0.06% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,110 | $89.1K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,123 | $90.0K | 0.00% | +256+29.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,136 | $91.2K | 0.02% | +87+8.3% | Added |
| Manchester Capital Management LLC | 1,168 | $93.8K | 0.01% | +31+2.7% | Added |
| Toth Financial Advisory Corp | 1,176 | $94.4K | 0.01% | −600−33.8% | Reduced |
| Country Trust Bank | 1,207 | $96.9K | 0.00% | −13−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $98.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,227 | $98.5K | 0.05% | +27+2.3% | Added |
| Capital Advisors, Ltd. LLC | 1,247 | $100.0K | 0.01% | −54−4.2% | Reduced |
| Flagship Wealth Advisors, LLC | 1,267 | $101.7K | 0.02% | +700+123.5% | Added |
| IAG Wealth Partners, LLC | 1,276 | $102.5K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,277 | $102.5K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,314 | $105.5K | 0.00% | +307+30.5% | Added |
| Richardson Financial Services Inc. | 1,345 | $108.0K | 0.06% | −50−3.6% | Reduced |
| Rothschild Investment LLC | 1,379 | $110.7K | 0.00% | +722+109.9% | Added |
| GeoWealth Management, LLC | 1,418 | $113.8K | 0.00% | +76+5.7% | Added |
| Insight Financial Services | 1,450 | $116.4K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,459 | $117.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,474 | $118.4K | 0.11% | +822+126.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,471 | $118.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,481 | $118.9K | 0.04% | −112−7.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,498 | $120.3K | 0.02% | +7+0.5% | Added |
| ZEGA Investments, LLC | 1,500 | $120.5K | 0.02% | +1,500 | New |
| Avalon Trust Co | 1,509 | $121.2K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,516 | $122.0K | 0.00% | +500+49.2% | Added |
| Westfuller Advisors, LLC | 1,535 | $124.1K | 0.05% | −27−1.7% | Reduced |
| MTM Investment Management, LLC | 1,584 | $127.2K | 0.04% | 00.0% | Unchanged |
| Compass Financial Management LLC | 1,641 | $128.8K | 0.02% | +1,641 | New |
| Continuum Advisory, LLC | 1,637 | $131.4K | 0.01% | +1,637 | New |
| Onefund, LLC | 1,699 | $136.4K | 0.08% | +72+4.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $136.5K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $137.6K | 0.03% | −140−7.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,736 | $139.4K | 0.01% | −164−8.6% | Reduced |
| CoreCap Advisors, LLC | 1,763 | $141.6K | 0.00% | −157−8.2% | Reduced |
| Colonial Trust Advisors | 1,795 | $144.1K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,829 | $146.9K | 0.02% | −38−2.0% | Reduced |
| Costello Asset Management, INC | 1,848 | $148.4K | 0.04% | −66−3.4% | Reduced |
| Lummis Asset Management, LP | 1,899 | $152.5K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,907 | $153.1K | 0.00% | +105+5.8% | Added |
| Riverview Trust Co | 1,988 | $159.6K | 0.19% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,000 | $160.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $160.6K | 0.07% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 2,000 | $160.6K | 0.03% | +328+19.6% | Added |
| Whittier Trust Co | 2,002 | $160.9K | 0.00% | −88−4.2% | Reduced |
| Walleye Trading LLC | 2,014 | $161.7K | 0.00% | −5,984−74.8% | Reduced |
| Golden State Wealth Management, LLC | 2,027 | $162.8K | 0.01% | +312+18.2% | Added |
| Cromwell Holdings LLC | 2,025 | $163.8K | 0.07% | +92+4.8% | Added |
| St Germain D J Co Inc | 2,050 | $164.6K | 0.01% | −19−0.9% | Reduced |
| Millstone Evans Group, LLC | 2,057 | $165.2K | 0.09% | +6+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,060 | $165.4K | 0.02% | +33+1.6% | Added |
| Creative Capital Management Investments LLC | 2,198 | $176.5K | 0.04% | +36+1.7% | Added |
| Family Capital Trust Co | 2,235 | $179.5K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 12,500 | $181.9K | 0.04% | +12,000+2,400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,269 | $182.3K | 0.00% | +28+1.2% | Added |