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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 3,088 | $248.0K | 0.05% | −863−21.8% | Reduced |
| Flow Traders U.S. LLC | 3,099 | $249.0K | 0.01% | +3,099 | New |
| Versant Capital Management, Inc | 3,102 | $249.1K | 0.02% | −527−14.5% | Reduced |
| Panagora Asset Management Inc | 3,109 | $249.7K | 0.00% | −409,652−99.2% | Reduced |
| Coastline Trust Co | 3,125 | $250.9K | 0.02% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 3,130 | $251.4K | 0.23% | +18+0.6% | Added |
| HBK Sorce Advisory LLC | 3,261 | $251.7K | 0.00% | −7−0.2% | Reduced |
| USAdvisors Wealth Management, LLC | 3,145 | $252.0K | 0.07% | +18+0.6% | Added |
| Concord Asset Management, LLC | 3,139 | $252.1K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,163 | $254.0K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 3,172 | $254.7K | 0.01% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,175 | $255.0K | 0.03% | +3,175 | New |
| Drive Wealth Management, LLC | 3,204 | $259.2K | 0.05% | +47+1.5% | Added |
| Daymark Wealth Partners, LLC | 3,251 | $261.0K | 0.01% | −332−9.3% | Reduced |
| Marex Group plc | 3,265 | $262.2K | 0.00% | +3,265 | New |
| Boulder Wealth Advisors, LLC | 3,270 | $262.6K | 0.10% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,274 | $262.9K | 0.03% | +3,274 | New |
| Cary Street Partners Financial LLC | 3,275 | $263.0K | 0.01% | +213+7.0% | Added |
| Avantax Planning Partners, Inc. | 3,276 | $263.1K | 0.01% | +597+22.3% | Added |
| ARS Wealth Advisors Group, LLC | 3,278 | $263.2K | 0.02% | +4+0.1% | Added |
| Johnson Investment Counsel Inc | 3,287 | $264.0K | 0.00% | −302−8.4% | Reduced |
| Great Diamond Partners, LLC | 3,298 | $264.8K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,301 | $265.0K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 3,296 | $265.0K | 0.01% | +164+5.2% | Added |
| Occidental Asset Management, LLC | 3,306 | $265.5K | 0.03% | +9+0.3% | Added |
| Knollwood Investment Advisory, LLC | 3,323 | $266.8K | 0.02% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 3,331 | $267.5K | 0.09% | +154+4.8% | Added |
| Boston Trust Walden Corp | 3,347 | $268.8K | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,352 | $269.2K | 0.02% | −590−15.0% | Reduced |
| Mystic Asset Management, Inc. | 3,352 | $269.2K | 0.06% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3,359 | $269.7K | 0.09% | +859+34.4% | Added |
| CoreFirst Bank & Trust | 3,370 | $270.6K | 0.13% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 3,382 | $271.6K | 0.01% | +3,382 | New |
| BlueStem Wealth Partners, LLC | 3,387 | $272.0K | 0.03% | +11+0.3% | Added |
| Hantz Financial Services, Inc. | 3,386 | $272.0K | 0.00% | −19−0.6% | Reduced |
| Peoples Financial Services Corp. | 3,400 | $273.0K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,400 | $273.0K | 0.01% | +3,400 | New |
| Chesley Taft & Associates LLC | 3,403 | $273.3K | 0.01% | +21+0.6% | Added |
| James Hambro & Partners | 3,425 | $274.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,427 | $275.2K | 0.05% | −70−2.0% | Reduced |
| First National Bank Sioux Falls | 3,404 | $275.9K | 0.08% | 00.0% | Unchanged |
| Compass Financial Group, INC | 3,438 | $276.1K | 0.03% | +163+5.0% | Added |
| Sivia Capital Partners, LLC | 3,466 | $278.3K | 0.03% | +3,466 | New |
| Kozak & Associates, Inc. | 3,521 | $280.6K | 0.05% | +23+0.7% | Added |
| Hoese & Co LLP | 3,500 | $281.1K | 0.18% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 3,502 | $281.2K | 0.01% | +382+12.2% | Added |
| FSB Premier Wealth Management, Inc. | 3,511 | $281.9K | 0.08% | +109+3.2% | Added |
| Ponta Wealth Partners, LLC | 3,515 | $282.3K | 0.15% | +3,515 | New |
| HM Payson & Co | 3,515 | $282.3K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 3,532 | $283.6K | 0.01% | −41−1.1% | Reduced |
| Premier Path Wealth Partners, LLC | 3,532 | $283.7K | 0.03% | −351−9.0% | Reduced |
| Alley Investment Management Company, LLC | 3,541 | $284.3K | 0.03% | 00.0% | Unchanged |
| LCM Capital Management Inc | 3,561 | $285.9K | 0.13% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,563 | $286.1K | 0.03% | +371+11.6% | Added |
| Heartland Bank & Trust Co | 3,579 | $287.4K | 0.06% | −48−1.3% | Reduced |
| Lantz Financial LLC | 3,590 | $288.3K | 0.05% | −1,459−28.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,571 | $288.9K | 0.05% | −73−2.0% | Reduced |
| Avidian Wealth Solutions, LLC | 3,612 | $290.0K | 0.01% | +241+7.1% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,613 | $290.1K | 0.04% | +48+1.3% | Added |
| Retiremitten Financial LLC | 3,617 | $290.5K | 0.12% | +27+0.8% | Added |
| Lazari Capital Management, Inc. | 3,634 | $291.8K | 0.09% | +6+0.2% | Added |
| Kestra Investment Management, LLC | 3,639 | $292.2K | 0.01% | −1,602−30.6% | Reduced |
| Ballast Advisors LLC | 3,641 | $292.3K | 0.07% | +7+0.2% | Added |
| Kercheville Advisors, LLC | 3,641 | $292.4K | 0.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,655 | $293.5K | 0.09% | +3,655 | New |
| Principle Wealth Partners LLC | 3,667 | $294.5K | 0.01% | −995−21.3% | Reduced |
| Intrua Financial, LLC | 3,692 | $296.5K | 0.03% | −890−19.4% | Reduced |
| JPL Wealth Management, LLC | 3,716 | $298.4K | 0.06% | +3+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 3,720 | $298.8K | 0.03% | −244−6.2% | Reduced |
| Planning Center, Inc. | 3,740 | $300.3K | 0.03% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,740 | $300.3K | 0.03% | +10+0.3% | Added |
| Financially Speaking Inc | 3,808 | $302.5K | 1.47% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 3,800 | $305.1K | 0.18% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 3,812 | $306.1K | 0.02% | +864+29.3% | Added |
| DORVAL Corp | 3,842 | $308.5K | 0.09% | 00.0% | Unchanged |
| Alerus Financial NA | 3,854 | $309.5K | 0.01% | −1,000−20.6% | Reduced |
| Meridian Wealth Management, LLC | 3,883 | $311.8K | 0.01% | +3,883 | New |
| Tyche Wealth Partners LLC | 3,886 | $312.0K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,886 | $312.0K | 0.02% | +31+0.8% | Added |
| Kure Advisory, LLC | 3,889 | $312.3K | 0.15% | +936+31.7% | Added |
| Diversify Wealth Management, LLC | 3,900 | $314.8K | 0.01% | +450+13.0% | Added |
| Diversify Advisory Services, LLC | 3,900 | $314.8K | 0.01% | +3,900 | New |
| RNC Capital Management LLC | 3,929 | $315.5K | 0.01% | +8+0.2% | Added |
| Paragon Capital Management LLC | 3,931 | $315.7K | 0.15% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,951 | $317.3K | 0.00% | +89+2.3% | Added |
| Howe & Rusling Inc | 3,973 | $319.0K | 0.02% | +332+9.1% | Added |
| Summit Wealth Group LLC | 3,975 | $319.2K | 0.03% | +185+4.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,004 | $321.5K | 0.08% | −10.0% | Reduced |
| Peak Asset Management, LLC | 4,016 | $322.5K | 0.05% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 4,018 | $322.7K | 0.02% | +50+1.3% | Added |
| Quarry LP | 4,029 | $323.5K | 0.05% | +709+21.4% | Added |
| Victory Financial Group, LLC | 4,045 | $324.8K | 0.03% | −460−10.2% | Reduced |
| Stephens Inc | 4,046 | $324.9K | 0.00% | −914−18.4% | Reduced |
| Leverty Financial Group, LLC | 4,058 | $325.9K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4,061 | $326.1K | 0.02% | +20+0.5% | Added |
| Farmers & Merchants Investments Inc | 4,071 | $326.9K | 0.01% | −40−1.0% | Reduced |
| Anchyra Partners LLC | 4,106 | $329.7K | 0.08% | +196+5.0% | Added |
| Trueblood Wealth Management, LLC | 4,117 | $330.6K | 0.12% | +40+1.0% | Added |
| Montag A & Associates Inc | 4,099 | $331.6K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,143 | $332.7K | 0.01% | +4,143 | New |