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 |
|---|---|---|---|---|---|
| First Horizon Corp | 5,955 | $478.2K | 0.02% | +1,316+28.4% | Added |
| Strategic Investment Advisors | 5,968 | $479.2K | 0.03% | −3,834−39.1% | Reduced |
| Aigen Investment Management, LP | 5,971 | $479.5K | 0.13% | +2,991+100.4% | Added |
| Integris Wealth Management, LLC | 5,973 | $479.6K | 0.10% | +161+2.8% | Added |
| Spire Wealth Management | 6,010 | $482.6K | 0.01% | +131+2.2% | Added |
| Hills Bank & Trust Co | 6,030 | $484.2K | 0.02% | −90−1.5% | Reduced |
| Glenview Trust Co | 6,189 | $497.0K | 0.01% | +1,192+23.9% | Added |
| TCI Wealth Advisors, Inc. | 6,201 | $497.9K | 0.02% | +1,019+19.7% | Added |
| CWA Asset Management Group, LLC | 6,242 | $501.3K | 0.02% | −20.0% | Reduced |
| Westwood Holdings Group Inc. | 6,245 | $501.5K | 0.00% | +6,245 | New |
| Financial Advisors Network, Inc. | 6,267 | $503.2K | 0.06% | +889+16.5% | Added |
| Csenge Advisory Group | 6,383 | $512.5K | 0.02% | +51+0.8% | Added |
| Atom Investors LP | 6,397 | $513.7K | 0.05% | +36+0.6% | Added |
| Safeguard Investment Advisory Group, LLC | 6,425 | $515.9K | 0.12% | +53+0.8% | Added |
| Johnson Financial Group, Inc. | 6,397 | $516.1K | 0.02% | −8,095−55.9% | Reduced |
| CIBC World Markets Inc. | 6,448 | $517.8K | 0.00% | +2,883+80.9% | Added |
| Atlantic Union Bankshares Corp | 6,495 | $521.5K | 0.01% | +118+1.9% | Added |
| Stonebridge Capital Advisors LLC | 6,554 | $526.2K | 0.03% | −962−12.8% | Reduced |
| Romano Brothers and Company | 6,674 | $535.9K | 0.05% | −150−2.2% | Reduced |
| Centric Wealth Management | 6,763 | $536.7K | 0.08% | +3,584+112.7% | Added |
| V-Square Quantitative Management LLC | 6,704 | $538.3K | 0.05% | +69+1.0% | Added |
| Candriam Luxembourg S.C.A. | 6,759 | $542.2K | 0.00% | −6−0.1% | Reduced |
| Capital Investment Advisors, LLC | 6,769 | $543.5K | 0.01% | +516+8.3% | Added |
| Marks Group Wealth Management, Inc | 6,798 | $545.9K | 0.05% | −960−12.4% | Reduced |
| Aprio Wealth Management, LLC | 6,813 | $547.1K | 0.03% | +82+1.2% | Added |
| Indivisible Partners | 6,836 | $549.0K | 0.03% | +6,836 | New |
| Paradigm Financial Partners, LLC | 6,883 | $552.7K | 0.05% | −59−0.8% | Reduced |
| Fiduciary Alliance LLC | 6,902 | $554.2K | 0.04% | −735−9.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,011 | $563.0K | 0.00% | −104,557−93.7% | Reduced |
| Nicollet Investment Management, Inc. | 7,011 | $563.0K | 0.17% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 7,223 | $570.5K | 0.03% | +7,223 | New |
| Lifelong Wealth Advisors, Inc. | 7,167 | $575.5K | 0.14% | −361−4.8% | Reduced |
| Segment Wealth Management, LLC | 7,280 | $584.6K | 0.03% | +1,635+29.0% | Added |
| Personal Cfo Solutions, LLC | 7,250 | $586.4K | 0.08% | +168+2.4% | Added |
| Cahill Financial Advisors Inc | 7,319 | $587.7K | 0.06% | −178−2.4% | Reduced |
| Ashton Thomas Securities, LLC | 7,343 | $589.8K | 0.09% | +1,298+21.5% | Added |
| Equitable Holdings, Inc. | 7,379 | $592.5K | 0.00% | +561+8.2% | Added |
| Goelzer Investment Management, Inc. | 7,386 | $593.1K | 0.03% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 7,395 | $593.8K | 0.06% | −105−1.4% | Reduced |
| Brown Advisory Inc | 7,401 | $594.3K | 0.00% | −681−8.4% | Reduced |
| KCM Investment Advisors LLC | 7,409 | $594.9K | 0.02% | −140−1.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7,373 | $596.4K | 0.07% | −22,418−75.3% | Reduced |
| Sagespring Wealth Partners, LLC | 7,464 | $599.3K | 0.01% | −495−6.2% | Reduced |
| Peapack Gladstone Financial Corp | 7,528 | $604.0K | 0.01% | +431+6.1% | Added |
| CX Institutional | 7,595 | $610.0K | 0.02% | +258+3.5% | Added |
| Pensionmark Financial Group, LLC | 7,690 | $611.3K | 0.01% | −103−1.3% | Reduced |
| Brookstone Capital Management | 7,618 | $611.7K | 0.01% | −193−2.5% | Reduced |
| Level Four Advisory Services, LLC | 7,636 | $613.2K | 0.02% | +238+3.2% | Added |
| SFMG, LLC | 7,675 | $616.3K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,714 | $619.4K | 0.02% | +7,714 | New |
| Laraway Financial Inc | 7,855 | $630.7K | 0.38% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,878 | $632.7K | 0.01% | −148−1.8% | Reduced |
| Cascade Investment Group, Inc. | 7,880 | $632.8K | 0.35% | 00.0% | Unchanged |
| Central Trust Co | 7,894 | $633.9K | 0.01% | −112−1.4% | Reduced |
| Code Waechter LLC | 7,900 | $634.4K | 0.33% | −966−10.9% | Reduced |
| Excelsior Advisor Network LLC | 7,902 | $634.5K | 0.08% | +1,930+32.3% | Added |
| Parsons Capital Management Inc | 7,904 | $634.7K | 0.03% | 00.0% | Unchanged |
| RFG Advisory, LLC | 7,926 | $636.5K | 0.01% | +575+7.8% | Added |
| Cynosure Management, LLC | 7,947 | $638.1K | 0.10% | +7,947 | New |
| Checchi Capital Advisers, LLC | 7,953 | $638.6K | 0.04% | +567+7.7% | Added |
| Quadrant Capital Group LLC | 7,968 | $639.8K | 0.02% | +27+0.3% | Added |
| Bradley Foster & Sargent Inc | 7,985 | $641.2K | 0.01% | −15−0.2% | Reduced |
| Old Port Advisors | 8,059 | $647.1K | 0.13% | −145−1.8% | Reduced |
| Cohen Klingenstein LLC | 8,100 | $650.4K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,175 | $656.5K | 0.01% | +672+9.0% | Added |
| Aaron Wealth Advisors | 8,191 | $657.7K | 0.03% | −1,204−12.8% | Reduced |
| Parallel Advisors, LLC | 8,219 | $660.0K | 0.01% | +464+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 8,318 | $667.9K | 0.15% | +31+0.4% | Added |
| VestGen Advisors, LLC | 8,457 | $679.1K | 0.02% | −461−5.2% | Reduced |
| Tradewinds Capital Management, LLC | 8,469 | $680.1K | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,578 | $688.8K | 0.00% | +669+8.5% | Added |
| 111 Capital | 8,613 | $691.6K | 0.12% | −2,352−21.5% | Reduced |
| Advisors Management Group Inc | 8,713 | $699.0K | 0.12% | −1,099−11.2% | Reduced |
| TCP Asset Management, LLC | 8,762 | $703.6K | 0.08% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8,776 | $704.7K | 0.29% | +123+1.4% | Added |
| Fidelis Capital Partners, LLC | 8,793 | $706.1K | 0.04% | −245−2.7% | Reduced |
| Alteri Wealth LLC | 8,816 | $707.9K | 0.20% | +686+8.4% | Added |
| Drucker Wealth 3.0, LLC | 8,818 | $708.1K | 0.11% | −100−1.1% | Reduced |
| Verdence Capital Advisors LLC | 8,832 | $709.2K | 0.04% | −5,370−37.8% | Reduced |
| Calton & Associates, Inc. | 8,838 | $709.7K | 0.10% | +8,838 | New |
| Amarillo National Bank | 8,909 | $715.4K | 0.11% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 8,921 | $716.3K | 0.08% | −794−8.2% | Reduced |
| Meeder Advisory Services, Inc. | 8,922 | $716.5K | 0.03% | −409−4.4% | Reduced |
| Birchwood Financial Partners, Inc. | 8,929 | $717.0K | 0.59% | −323−3.5% | Reduced |
| Reuter James Wealth Management, LLC | 8,931 | $717.2K | 0.09% | −2,211−19.8% | Reduced |
| American State Bank (Iowa) | 8,954 | $719.0K | 0.29% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 8,964 | $719.8K | 0.14% | +31+0.3% | Added |
| Everence Capital Management Inc | 9,014 | $724.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,031 | $725.2K | 0.01% | +815+9.9% | Added |
| Interval Partners, LP | 9,078 | $729.0K | 0.02% | +1,665+22.5% | Added |
| Summit Financial, LLC | 9,099 | $736.0K | 0.01% | −254−2.7% | Reduced |
| Danske Bank A/S | 9,199 | $738.7K | 0.00% | +1,900+26.0% | Added |
| Quantitative Investment Management, LLC | 9,283 | $745.0K | 0.08% | +9,283 | New |
| Intrust Bank NA | 9,303 | $747.0K | 0.06% | −1,102−10.6% | Reduced |
| Sym Financial Corp | 9,429 | $757.1K | 0.06% | +405+4.5% | Added |
| Gsa Capital Partners LLP | 9,499 | $763.0K | 0.05% | −17,409−64.7% | Reduced |
| Wedmont Private Capital | 9,575 | $766.6K | 0.02% | +539+6.0% | Added |
| Venturi Wealth Management, LLC | 9,552 | $767.0K | 0.03% | −167−1.7% | Reduced |
| Trust Point Inc. | 9,589 | $770.0K | 0.07% | −585−5.7% | Reduced |
| Chicago Partners Investment Group LLC | 9,555 | $771.7K | 0.02% | +756+8.6% | Added |