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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 9,631 | $773.4K | 0.01% | +1,444+17.6% | Added |
| Moors & Cabot, Inc. | 9,852 | $791.1K | 0.03% | −198−2.0% | Reduced |
| OneAscent Financial Services LLC | 9,893 | $794.4K | 0.04% | −57−0.6% | Reduced |
| Corundum Group, Inc. | 9,911 | $795.9K | 0.24% | +326+3.4% | Added |
| Frec Markets, Inc. | 9,915 | $796.2K | 0.07% | +4,973+100.6% | Added |
| Kingsview Wealth Management, LLC | 9,939 | $798.1K | 0.01% | −153−1.5% | Reduced |
| Partners Capital Investment Group, LLP | 9,959 | $799.7K | 0.03% | −8,944−47.3% | Reduced |
| Great Waters Wealth Management | 10,133 | $813.7K | 0.08% | −325−3.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 10,273 | $824.9K | 0.11% | +10,263+102,630.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 10,323 | $828.9K | 0.09% | −16−0.2% | Reduced |
| Heritage Wealth Management, Inc. | 10,343 | $830.5K | 0.21% | −123−1.2% | Reduced |
| NewEdge Wealth, LLC | 10,418 | $836.6K | 0.01% | −79−0.8% | Reduced |
| TCW Group Inc | 10,507 | $843.7K | 0.01% | +725+7.4% | Added |
| Norden Group LLC | 10,511 | $844.0K | 0.07% | −627−5.6% | Reduced |
| Mather Group, LLC. | 10,529 | $845.5K | 0.01% | +90+0.9% | Added |
| SBI Okasan Asset Management Co.Ltd. | 10,400 | $852.6K | 0.03% | −3,700−26.2% | Reduced |
| We Are One Seven, LLC | 10,657 | $855.7K | 0.01% | +1,801+20.3% | Added |
| IFG Advisory, LLC | 10,687 | $858.1K | 0.03% | +10,687 | New |
| Parallax Volatility Advisers, L.P. | 10,728 | $861.5K | 0.03% | +10,728 | New |
| Brown Brothers Harriman & Co | 10,733 | $861.9K | 0.00% | +4,276+66.2% | Added |
| Sigma Planning Corp | 10,744 | $862.8K | 0.02% | +23+0.2% | Added |
| Aviva PLC | 10,779 | $865.6K | 0.00% | +679+6.7% | Added |
| Nicolet Bankshares Inc | 10,804 | $868.3K | 0.03% | +43+0.4% | Added |
| Legacy Financial Advisors, Inc. | 10,827 | $869.4K | 0.11% | −189−1.7% | Reduced |
| Everest Financial Group LLC | 10,851 | $871.3K | 0.12% | +12+0.1% | Added |
| Exchange Traded Concepts, LLC | 10,887 | $874.2K | 0.00% | −269−2.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,895 | $874.9K | 0.06% | +416+4.0% | Added |
| Finer Wealth Management, Inc. | 10,942 | $878.6K | 0.39% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 10,950 | $879.3K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,952 | $879.5K | 0.01% | −337−3.0% | Reduced |
| Dearborn Partners LLC | 10,974 | $881.2K | 0.05% | +9+0.1% | Added |
| Hodges Capital Management Inc. | 11,015 | $884.5K | 0.06% | −100−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 11,091 | $890.6K | 0.03% | −1,263−10.2% | Reduced |
| Emerald Advisors, LLC | 11,367 | $912.7K | 0.11% | −38−0.3% | Reduced |
| Argent Trust Co | 11,406 | $915.9K | 0.03% | −5,589−32.9% | Reduced |
| Raleigh Capital Management Inc. | 11,469 | $920.9K | 0.29% | −6,095−34.7% | Reduced |
| Smartleaf Asset Management LLC | 11,236 | $921.2K | 0.03% | 00.0% | Unchanged |
| Chronos Wealth Management, LLC | 11,482 | $922.0K | 0.41% | −9−0.1% | Reduced |
| CAPROCK Group, Inc. | 11,493 | $931.9K | 0.02% | −847−6.9% | Reduced |
| Kestra Private Wealth Services, LLC | 11,673 | $937.3K | 0.01% | −754−6.1% | Reduced |
| Independent Advisor Alliance | 11,735 | $942.3K | 0.02% | +984+9.2% | Added |
| Townsend & Associates, Inc | 12,025 | $946.0K | 0.08% | 00.0% | Unchanged |
| Invesco, LLC | 11,816 | $948.8K | 0.29% | +294+2.6% | Added |
| NorthRock Partners, LLC | 11,865 | $952.8K | 0.01% | −277−2.3% | Reduced |
| Wealth Alliance | 12,129 | $974.0K | 0.08% | −4,318−26.3% | Reduced |
| Gateway Investment Advisers LLC | 12,329 | $990.0K | 0.01% | −1,263−9.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,488 | $1.00M | 0.01% | −4,423−26.2% | Reduced |
| IHT Wealth Management, LLC | 12,500 | $1.00M | 0.02% | −175−1.4% | Reduced |
| RMB Capital Management, LLC | 12,561 | $1.01M | 0.02% | −139−1.1% | Reduced |
| Thompson Investment Management, Inc. | 12,704 | $1.02M | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13,138 | $1.05M | 0.35% | +68+0.5% | Added |
| WealthTrust Axiom LLC | 13,151 | $1.06M | 0.24% | −100−0.8% | Reduced |
| Tectonic Advisors LLC | 13,257 | $1.06M | 0.05% | +202+1.5% | Added |
| Fundamentun, LLC | 13,264 | $1.07M | 0.04% | +14+0.1% | Added |
| Bernicke Wealth Management, Ltd. | 13,267 | $1.07M | 0.12% | +2,394+22.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,454 | $1.08M | 0.01% | −5,109−27.5% | Reduced |
| Citizens Financial Group Inc | 13,474 | $1.08M | 0.01% | +3,844+39.9% | Added |
| Employees Retirement System of Texas | 13,471 | $1.08M | 0.01% | +13,471 | New |
| Central Bank & Trust Co | 13,484 | $1.08M | 0.15% | −7,702−36.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 13,522 | $1.09M | 0.04% | 00.0% | Unchanged |
| Croban | 13,573 | $1.09M | 0.48% | +441+3.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 13,749 | $1.10M | 0.12% | −405−2.9% | Reduced |
| Altshuler Shaham Ltd | 13,765 | $1.11M | 0.01% | +1,428+11.6% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 13,799 | $1.11M | 0.00% | +2,852+26.1% | Added |
| Procyon Private Wealth Partners, LLC | 13,831 | $1.11M | 0.05% | −2,062−13.0% | Reduced |
| Aspen Wealth Strategies, LLC | 13,955 | $1.12M | 0.54% | +18+0.1% | Added |
| Virtu Financial LLC | 13,974 | $1.12M | 0.04% | +13,974 | New |
| Oppenheimer Asset Management Inc. | 14,001 | $1.12M | 0.01% | −1,423−9.2% | Reduced |
| J.W. Cole Advisors, Inc. | 14,018 | $1.13M | 0.02% | −19−0.1% | Reduced |
| Cypress Capital Group | 14,055 | $1.13M | 0.11% | +3,970+39.4% | Added |
| 17 Capital Partners, LLC | 14,114 | $1.13M | 0.51% | +137+1.0% | Added |
| Snowden Capital Advisors LLC | 14,019 | $1.13M | 0.03% | −3,084−18.0% | Reduced |
| Resources Investment Advisors, LLC. | 14,189 | $1.14M | 0.01% | +132+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 14,192 | $1.14M | 0.03% | +3,794+36.5% | Added |
| Prosperity Consulting Group, LLC | 14,211 | $1.14M | 0.04% | +3,268+29.9% | Added |
| Mission Wealth Management, LP | 14,290 | $1.15M | 0.01% | +1,017+7.7% | Added |
| Clearstead Advisors, LLC | 14,371 | $1.15M | 0.01% | +9,668+205.6% | Added |
| Valtinson Bruner Financial Planning LLC | 14,409 | $1.16M | 0.29% | −588−3.9% | Reduced |
| Bayban | 14,430 | $1.16M | 0.89% | +200+1.4% | Added |
| Greenleaf Trust | 14,493 | $1.16M | 0.01% | −399−2.7% | Reduced |
| Bryn Mawr Trust Co | 14,631 | $1.17M | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 14,712 | $1.18M | 0.06% | −91−0.6% | Reduced |
| Fulton Bank, N.A. | 14,726 | $1.18M | 0.04% | −6,764−31.5% | Reduced |
| HighVista Strategies LLC | 14,758 | $1.19M | 0.27% | +2,200+17.5% | Added |
| First Western Trust Bank | 14,857 | $1.19M | 0.06% | −25−0.2% | Reduced |
| Laird Norton Trust Company, LLC | 15,007 | $1.21M | 0.02% | −152−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,170 | $1.22M | 0.01% | −1,164−7.1% | Reduced |
| South Dakota Investment Council | 15,241 | $1.22M | 0.02% | 00.0% | Unchanged |
| Icon Advisers Inc | 15,400 | $1.24M | 0.23% | +15,400 | New |
| Meiji Yasuda Asset Management Co Ltd. | 15,422 | $1.24M | 0.06% | +754+5.1% | Added |
| Midwest Professional Planners, LTD. | 15,437 | $1.24M | 0.24% | +1,816+13.3% | Added |
| Enhancing Capital LLC | 15,500 | $1.24M | 0.86% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,505 | $1.25M | 0.07% | −70−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 15,717 | $1.26M | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15,756 | $1.27M | 0.30% | −537−3.3% | Reduced |
| Equitable Trust Co | 15,842 | $1.27M | 0.05% | −385−2.4% | Reduced |
| Sapient Capital LLC | 15,855 | $1.27M | 0.02% | +15,855 | New |
| Accurate Wealth Management, LLC | 15,975 | $1.28M | 0.12% | +269+1.7% | Added |
| Securian Asset Management, Inc | 16,589 | $1.31M | 0.05% | +604+3.8% | Added |
| First National Advisers, LLC | 16,280 | $1.31M | 0.18% | −4,165−20.4% | Reduced |