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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 4,167 | $334.6K | 0.01% | −879−17.4% | Reduced |
| Ingalls & Snyder LLC | 4,175 | $335.0K | 0.01% | +204+5.1% | Added |
| Triumph Capital Management | 4,176 | $335.3K | 0.06% | +9+0.2% | Added |
| First Business Financial Services, Inc. | 4,178 | $335.5K | 0.03% | −6−0.1% | Reduced |
| RDA Financial Network | 4,185 | $336.1K | 0.07% | +25+0.6% | Added |
| Teacher Retirement System of Texas | 4,187 | $336.2K | 0.00% | −4,637−52.5% | Reduced |
| Crestwood Advisors Group LLC | 4,278 | $343.5K | 0.01% | +24+0.6% | Added |
| First National Bank & Trust Co of Newtown | 4,425 | $346.0K | 0.07% | 00.0% | Unchanged |
| Capital International Sarl | 4,324 | $347.2K | 0.00% | −467−9.7% | Reduced |
| Bell Bank | 4,328 | $347.5K | 0.01% | −69−1.6% | Reduced |
| BIP Wealth, LLC | 4,331 | $347.8K | 0.01% | +4,331 | New |
| NorthCrest Asset Manangement, LLC | 4,415 | $348.9K | 0.01% | +1,202+37.4% | Added |
| Blue Water Asset Management | 4,346 | $349.0K | 0.11% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 4,382 | $351.9K | 0.04% | −1,064−19.5% | Reduced |
| Access Financial Services, Inc. | 4,400 | $353.3K | 0.12% | −212−4.6% | Reduced |
| Simplicity Wealth,LLC | 4,420 | $354.9K | 0.01% | +159+3.7% | Added |
| Patrick M Sweeney & Associates, Inc | 4,450 | $357.3K | 0.21% | +225+5.3% | Added |
| Hilltop Holdings Inc. | 4,495 | $360.9K | 0.03% | −653−12.7% | Reduced |
| Evansbrook LLC | 4,507 | $361.9K | 0.22% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,514 | $362.5K | 0.01% | −259−5.4% | Reduced |
| SageGuard Financial Group, LLC | 4,520 | $363.0K | 0.05% | +6+0.1% | Added |
| Poinciana Advisors Group, LLC | 4,524 | $363.3K | 0.27% | 00.0% | Unchanged |
| Baker Boyer National Bank | 4,538 | $364.4K | 0.10% | +1,738+62.1% | Added |
| Concord Wealth Partners | 4,561 | $366.2K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 4,581 | $367.9K | 0.04% | −13−0.3% | Reduced |
| Affiance Financial, LLC | 4,592 | $368.7K | 0.05% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,604 | $369.7K | 0.01% | +91+2.0% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $370.7K | 0.09% | 0 | New |
| Nautilus Advisors LLC | 4,645 | $371.9K | 0.22% | +33+0.7% | Added |
| Sowell Financial Services LLC | 4,633 | $372.0K | 0.01% | −106−2.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,639 | $372.5K | 0.00% | −1,345−22.5% | Reduced |
| International Assets Investment Management, LLC | 4,677 | $372.7K | 0.02% | −86−1.8% | Reduced |
| Frank, Rimerman Advisors LLC | 4,643 | $372.8K | 0.02% | +202+4.5% | Added |
| Financial Gravity Companies, Inc. | 4,652 | $373.6K | 0.06% | +4,652 | New |
| Aventura Private Wealth, LLC | 4,673 | $375.2K | 0.12% | +356+8.2% | Added |
| Cidel Asset Management Inc | 4,692 | $376.8K | 0.02% | +149+3.3% | Added |
| MorganRosel Wealth Management, LLC | 4,700 | $377.4K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,710 | $378.2K | 0.00% | −260−5.2% | Reduced |
| Buska Wealth Management, LLC | 4,716 | $378.7K | 0.14% | +35+0.7% | Added |
| Petros Family Wealth, LLC | 4,720 | $379.0K | 0.23% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,724 | $379.4K | 0.01% | +469+11.0% | Added |
| Birch Financial Group, LLC | 4,727 | $379.6K | 0.20% | +3+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 4,731 | $379.9K | 0.01% | +360+8.2% | Added |
| Warwick Investment Management, Inc. | 4,758 | $382.1K | 0.04% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 4,745 | $384.1K | 0.02% | −11,649−71.1% | Reduced |
| Apella Capital, LLC | 4,813 | $388.3K | 0.01% | +16+0.3% | Added |
| MAI Capital Management | 4,843 | $388.9K | 0.00% | +176+3.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,844 | $389.0K | 0.02% | −81−1.6% | Reduced |
| Heritage Wealth Architects, Inc. | 4,844 | $389.9K | 0.16% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,861 | $390.3K | 0.12% | −110−2.2% | Reduced |
| Mariner, LLC | 4,893 | $393.2K | 0.00% | −13,722−73.7% | Reduced |
| National Asset Management, Inc. | 4,804 | $393.8K | 0.02% | −86−1.8% | Reduced |
| Castle Rock Wealth Management, LLC | 4,945 | $394.1K | 0.08% | −10−0.2% | Reduced |
| South State Corp. | 4,931 | $396.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,932 | $396.0K | 0.09% | +4,932 | New |
| Cullen/Frost Bankers, Inc. | 4,947 | $397.2K | 0.00% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,955 | $397.9K | 0.11% | −6−0.1% | Reduced |
| Welch Group, LLC | 4,989 | $400.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,000 | $401.5K | 0.01% | +287+6.1% | Added |
| Change Path, LLC | 5,045 | $405.1K | 0.01% | −3,376−40.1% | Reduced |
| Waterloo Capital, L.P. | 5,063 | $406.6K | 0.02% | −453−8.2% | Reduced |
| Evergreen Capital Management LLC | 5,062 | $409.4K | 0.01% | +118+2.4% | Added |
| Andra AP-fonden | 5,122 | $411.3K | 0.00% | −7,800−60.4% | Reduced |
| Freedom Financial Partners LLC | 5,151 | $413.7K | 0.13% | −746−12.7% | Reduced |
| AlphaGrep UK Ltd | 5,156 | $414.0K | 0.13% | +2,376+85.5% | Added |
| Heritage Trust Co | 5,157 | $414.1K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,225 | $419.5K | 0.01% | −1,618−23.6% | Reduced |
| GTS Securities LLC | 5,258 | $422.2K | 0.01% | −5,666−51.9% | Reduced |
| Private Trust Co NA | 5,330 | $428.0K | 0.03% | −1,053−16.5% | Reduced |
| Bravera Wealth | 5,362 | $430.6K | 0.17% | −25−0.5% | Reduced |
| Charter Trust Co | 5,389 | $432.7K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 5,394 | $433.2K | 0.04% | 00.0% | Unchanged |
| Winton Group Ltd | 5,400 | $433.6K | 0.01% | +5,400 | New |
| Lakeridge Wealth Management LLC | 5,425 | $435.6K | 0.16% | +13+0.2% | Added |
| AlphaCore Capital LLC | 5,425 | $435.6K | 0.01% | +1,988+57.8% | Added |
| Heritage Investors Management Corp | 5,472 | $439.0K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,476 | $439.7K | 0.01% | +1,045+23.6% | Added |
| CFS Investment Advisory Services, LLC | 5,375 | $440.5K | 0.03% | +70+1.3% | Added |
| Moody National Bank Trust Division | 5,489 | $440.8K | 0.04% | +94+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,490 | $440.8K | 0.12% | +1,440+35.6% | Added |
| Umb Bank N A | 5,513 | $442.7K | 0.01% | +261+5.0% | Added |
| Waycross Partners, LLC | 5,550 | $445.7K | 0.04% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,570 | $447.3K | 0.25% | +5,570 | New |
| Brighton Jones LLC | 5,573 | $447.6K | 0.01% | +426+8.3% | Added |
| Patron Partners Advisors, LLC | 5,581 | $448.2K | 0.17% | +1,889+51.2% | Added |
| SC&H Financial Advisors, Inc. | 5,592 | $449.0K | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 5,626 | $451.8K | 0.03% | −50−0.9% | Reduced |
| Beto Financial Group, LLC | 5,770 | $453.9K | 0.24% | −293−4.8% | Reduced |
| One Wealth Capital Management, LLC | 5,677 | $455.9K | 0.13% | +3,018+113.5% | Added |
| Syon Capital LLC | 5,707 | $458.3K | 0.02% | +195+3.5% | Added |
| Krilogy Financial LLC | 5,713 | $458.8K | 0.01% | +795+16.2% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,752 | $461.9K | 0.24% | +174+3.1% | Added |
| Shah Wealth Advisors, LLC | 5,804 | $466.1K | 0.11% | +5,804 | New |
| TCG Advisory Services, LLC | 5,835 | $468.6K | 0.01% | +183+3.2% | Added |
| Sumitomo Life Insurance Co | 5,842 | $469.1K | 0.01% | −159−2.6% | Reduced |
| SageView Advisory Group, LLC | 5,852 | $469.9K | 0.02% | −764−11.5% | Reduced |
| Essex Financial Services, Inc. | 5,889 | $472.9K | 0.02% | −649−9.9% | Reduced |
| Cigna Investments Inc | 5,885 | $473.0K | 0.06% | +289+5.2% | Added |
| Prelude Capital Management, LLC | 5,916 | $475.1K | 0.03% | +2,876+94.6% | Added |
| AlTi Global, Inc. | 5,893 | $476.7K | 0.01% | −9−0.2% | Reduced |