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 |
|---|---|---|---|---|---|
| Motco | 2,278 | $182.9K | 0.02% | +12+0.5% | Added |
| N.E.W. Advisory Services LLC | 2,356 | $189.2K | 0.01% | +7+0.3% | Added |
| Park Place Capital Corp | 2,367 | $190.1K | 0.03% | −1,730−42.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,376 | $190.8K | 0.06% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,422 | $194.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,425 | $194.7K | 0.02% | +147+6.5% | Added |
| Virtus Investment Advisers, Inc. | 2,477 | $198.9K | 0.05% | +31+1.3% | Added |
| Stevens Capital Management LP | 2,495 | $200.0K | 0.05% | +2,495 | New |
| Resonant Capital Advisors, LLC | 2,477 | $200.2K | 0.01% | +2,477 | New |
| Sharkey, Howes & Javer | 2,496 | $200.4K | 0.02% | +2,496 | New |
| High Note Wealth, LLC | 2,498 | $200.6K | 0.03% | −129−4.9% | Reduced |
| Independent Financial Group, LLC | 2,499 | $200.7K | 0.00% | +2,499 | New |
| Fell Capital Management | 2,500 | $200.8K | 0.17% | +2,500 | New |
| Jeppson Wealth Management, LLC | 2,500 | $200.8K | 0.06% | +2,500 | New |
| Integrated Advisors Network LLC | 2,503 | $201.0K | 0.01% | −246−8.9% | Reduced |
| Basecamp Wealth Advisors LLC | 2,510 | $201.6K | 0.04% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,520 | $202.0K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,522 | $202.5K | 0.01% | +2,522 | New |
| Hilltop National Bank | 2,529 | $203.1K | 0.04% | 00.0% | Unchanged |
| 360 Financial, Inc. | 2,532 | $203.3K | 0.05% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 2,535 | $203.6K | 0.03% | 00.0% | Unchanged |
| L & S Advisors Inc | 2,537 | $203.7K | 0.02% | −58,406−95.8% | Reduced |
| nVerses Capital, LLC | 2,538 | $203.8K | 0.31% | −1,581−38.4% | Reduced |
| Fiduciary Trust Co | 2,542 | $204.1K | 0.00% | −204−7.4% | Reduced |
| Moneta Group Investment Advisors LLC | 2,542 | $204.1K | 0.00% | −956−27.3% | Reduced |
| Sound Income Strategies, LLC | 2,543 | $204.2K | 0.01% | +125+5.2% | Added |
| Old Second National Bank of Aurora | 2,548 | $204.6K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 2,550 | $204.8K | 0.12% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,557 | $205.3K | 0.01% | +18+0.7% | Added |
| Natural Investments, LLC | 2,573 | $206.0K | 0.05% | 00.0% | Unchanged |
| Morton Capital Management LLC | 2,569 | $206.3K | 0.03% | 00.0% | Unchanged |
| KTF Investments, LLC | 2,575 | $206.8K | 0.02% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 2,576 | $206.9K | 0.05% | +2,576 | New |
| Ancora Advisors, LLC | 2,594 | $208.3K | 0.00% | −66−2.5% | Reduced |
| City State Bank | 2,602 | $208.9K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 2,607 | $209.3K | 0.01% | −27−1.0% | Reduced |
| Triad Wealth Partners, LLC | 2,727 | $211.9K | 0.01% | +2,727 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,642 | $212.2K | 0.01% | −64−2.4% | Reduced |
| Advyzon Investment Management, LLC | 2,665 | $214.0K | 0.02% | −601−18.4% | Reduced |
| Kuhn & Co Investment Counsel | 2,672 | $214.6K | 0.12% | +10+0.4% | Added |
| Miracle Mile Advisors, LLC | 2,682 | $215.3K | 0.00% | +2,682 | New |
| Keystone Financial Group | 2,689 | $215.9K | 0.01% | −832−23.6% | Reduced |
| Riverbend Wealth Management, LLC | 2,694 | $216.3K | 0.11% | +2,694 | New |
| Jacobi Capital Management LLC | 2,701 | $216.9K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,717 | $218.1K | 0.00% | −331−10.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,718 | $218.3K | 0.01% | −78−2.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,719 | $218.3K | 0.01% | −372−12.0% | Reduced |
| SilverOak Wealth Management LLC | 2,721 | $218.5K | 0.03% | 00.0% | Unchanged |
| Price Financial Group Wealth Management, Inc | 2,689 | $218.9K | 3.64% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,729 | $219.1K | 0.02% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 2,732 | $219.4K | 0.10% | +2,732 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,742 | $220.2K | 0.14% | −6,480−70.3% | Reduced |
| State of Wyoming | 2,745 | $220.4K | 0.02% | −2,629−48.9% | Reduced |
| Colonial Trust Co | 2,745 | $220.4K | 0.03% | −14−0.5% | Reduced |
| Parkside Financial Bank & Trust | 2,746 | $220.5K | 0.02% | +1,095+66.3% | Added |
| Wealth Group Ltd | 2,747 | $220.6K | 0.04% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,750 | $220.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 2,764 | $221.9K | 0.01% | +2,764 | New |
| Ascent Advisors, LLC | 2,795 | $222.8K | 0.26% | 00.0% | Unchanged |
| Eastern Bank | 2,777 | $223.0K | 0.00% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,790 | $224.0K | 0.03% | +2,790 | New |
| Conning Inc. | 2,802 | $225.0K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,802 | $225.0K | 0.02% | −395−12.4% | Reduced |
| Optas, LLC | 2,805 | $225.2K | 0.03% | +132+4.9% | Added |
| Mindset Wealth Management, LLC | 2,806 | $225.3K | 0.04% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 2,811 | $225.7K | 0.03% | +126+4.7% | Added |
| Dougherty & Associates, LLC | 2,817 | $226.2K | 0.18% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,761 | $226.3K | 0.02% | +2,761 | New |
| Pinnacle Associates Ltd | 2,846 | $228.5K | 0.00% | +257+9.9% | Added |
| Fisher Asset Management, LLC | 2,851 | $228.9K | 0.00% | −3,940−58.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,859 | $229.6K | 0.00% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,869 | $230.3K | 0.03% | +28+1.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 2,870 | $230.5K | 0.04% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,872 | $230.6K | 3.87% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,875 | $230.9K | 0.00% | +2,875 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2,879 | $231.2K | 0.15% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 2,880 | $231.3K | 0.00% | −177−5.8% | Reduced |
| Significant Wealth Partners LLC | 2,887 | $231.8K | 0.25% | +75+2.7% | Added |
| King Luther Capital Management Corp | 2,893 | $232.3K | 0.00% | +100+3.6% | Added |
| Cranbrook Wealth Management, LLC | 2,905 | $233.3K | 0.04% | 00.0% | Unchanged |
| Sharpepoint LLC | 2,933 | $235.5K | 0.12% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,942 | $236.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 2,949 | $236.8K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 2,950 | $236.9K | 0.02% | −18−0.6% | Reduced |
| Accel Wealth Management | 2,951 | $236.9K | 0.05% | −100−3.3% | Reduced |
| Wellspring Financial Advisors, LLC | 2,955 | $237.3K | 0.02% | −10.0% | Reduced |
| Ullmann Financial Group, Inc. | 2,958 | $237.5K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,959 | $237.6K | 0.02% | −51−1.7% | Reduced |
| One Capital Management, LLC | 3,018 | $239.7K | 0.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,993 | $240.4K | 0.03% | +89+3.1% | Added |
| Ausdal Financial Partners, Inc. | 2,995 | $240.9K | 0.01% | −163−5.2% | Reduced |
| Portside Wealth Group, LLC | 3,010 | $241.7K | 0.03% | −101−3.2% | Reduced |
| PFG Advisors | 3,020 | $242.5K | 0.01% | −329−9.8% | Reduced |
| Nations Financial Group Inc, | 3,044 | $244.5K | 0.01% | +49+1.6% | Added |
| Diversified Enterprises, LLC | 3,065 | $246.2K | 0.01% | +4+0.1% | Added |
| North Star Asset Management Inc | 3,068 | $246.4K | 0.01% | +2+0.1% | Added |
| GHP Investment Advisors, Inc. | 3,069 | $246.5K | 0.01% | +112+3.8% | Added |
| Cornerstone Wealth Management, LLC | 3,075 | $246.9K | 0.01% | −82−2.6% | Reduced |
| Texas Yale Capital Corp. | 3,075 | $246.9K | 0.01% | +500+19.4% | Added |
| Cyndeo Wealth Partners, LLC | 3,077 | $247.1K | 0.01% | −133−4.1% | Reduced |