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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners, Inc. | 16,493 | $1.32M | 0.01% | +2,655+19.2% | Added |
| Advisory Services Network, LLC | 16,572 | $1.33M | 0.02% | +3,002+22.1% | Added |
| Bokf, NA | 16,761 | $1.35M | 0.02% | −347−2.0% | Reduced |
| Park Avenue Securities LLC | 16,779 | $1.35M | 0.01% | +16,779 | New |
| IMC-Chicago, LLC | 16,813 | $1.35M | 0.01% | +16,813 | New |
| Global Retirement Partners, LLC | 16,833 | $1.35M | 0.02% | +16,833 | New |
| Uniplan Investment Counsel, Inc. | 17,419 | $1.40M | 0.13% | +17,419 | New |
| Matrix Trust Co | 17,475 | $1.40M | 0.20% | −672−3.7% | Reduced |
| Bessemer Group Inc | 17,521 | $1.41M | 0.00% | −68−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,596 | $1.41M | 0.07% | −249−1.4% | Reduced |
| North Dakota State Investment Board | 17,599 | $1.41M | 0.06% | +455+2.7% | Added |
| Arkadios Wealth Advisors | 17,798 | $1.43M | 0.02% | −419−2.3% | Reduced |
| First Commonwealth Financial Corp | 17,814 | $1.43M | 0.20% | +753+4.4% | Added |
| Benjamin Edwards Inc | 17,861 | $1.43M | 0.01% | −7,542−29.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,952 | $1.44M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 18,077 | $1.45M | 0.02% | −1,236−6.4% | Reduced |
| Western Wealth Management, LLC | 18,302 | $1.47M | 0.05% | −544−2.9% | Reduced |
| Coldstream Capital Management Inc | 18,636 | $1.50M | 0.02% | +408+2.2% | Added |
| AdvisorNet Financial, Inc | 18,776 | $1.51M | 0.07% | +232+1.3% | Added |
| MUFG Securities Americas Inc. | 18,803 | $1.51M | 0.08% | +2,435+14.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 18,847 | $1.51M | 0.02% | +18,847 | New |
| Dakota Wealth Management | 18,883 | $1.52M | 0.03% | −1,111−5.6% | Reduced |
| RIA Advisory Group LLC | 18,892 | $1.52M | 0.34% | +2,789+17.3% | Added |
| China Universal Asset Management Co., Ltd. | 18,797 | $1.52M | 0.09% | +1,247+7.1% | Added |
| New Age Alpha Advisors, LLC | 18,938 | $1.52M | 0.06% | −696−3.5% | Reduced |
| Ninepoint Partners LP | 18,939 | $1.52M | 0.14% | +18,939 | New |
| Ashton Thomas Private Wealth, LLC | 19,237 | $1.54M | 0.03% | +274+1.4% | Added |
| Empirical Finance, LLC | 19,307 | $1.55M | 0.06% | +709+3.8% | Added |
| United Capital Financial Advisers, LLC | 19,330 | $1.55M | 0.01% | +406+2.1% | Added |
| DeDora Capital, Inc. | 19,367 | $1.56M | 0.34% | +1,889+10.8% | Added |
| Howard Capital Management Inc. | 19,457 | $1.56M | 0.02% | +12,196+168.0% | Added |
| Sterling Capital Management LLC | 19,464 | $1.56M | 0.03% | −1,012−4.9% | Reduced |
| Westpac Banking Corp | 19,501 | $1.57M | 0.10% | +2,127+12.2% | Added |
| White Pine Capital LLC | 19,525 | $1.57M | 0.37% | −140−0.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 19,617 | $1.58M | 0.39% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 19,659 | $1.58M | 0.01% | +1,906+10.7% | Added |
| Vontobel Holding Ltd. | 19,737 | $1.58M | 0.01% | −66,973−77.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 19,919 | $1.60M | 0.04% | +1,502+8.2% | Added |
| PKO Investment Management Joint-Stock Co | 20,000 | $1.61M | 0.12% | +10,000+100.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,015 | $1.61M | 0.02% | +1,086+5.7% | Added |
| Callan Family Office, LLC | 20,129 | $1.62M | 0.03% | −255−1.3% | Reduced |
| Modern Wealth Management, LLC | 20,279 | $1.63M | 0.02% | +1,434+7.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,300 | $1.63M | 0.05% | +500+2.5% | Added |
| Great Valley Advisor Group, Inc. | 20,713 | $1.66M | 0.03% | +952+4.8% | Added |
| Apollon Wealth Management, LLC | 20,796 | $1.67M | 0.02% | +1,358+7.0% | Added |
| SNS Financial Group, LLC | 20,862 | $1.68M | 0.03% | +14,390+222.3% | Added |
| Ci Investments Inc. | 21,364 | $1.72M | 0.01% | +3,287+18.2% | Added |
| TD Private Client Wealth LLC | 21,996 | $1.77M | 0.03% | −12,224−35.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,184 | $1.78M | 0.06% | +2,667+13.7% | Added |
| Accredited Investors Inc. | 22,412 | $1.80M | 0.08% | −360−1.6% | Reduced |
| Principal Securities, Inc. | 22,701 | $1.82M | 0.02% | −156−0.7% | Reduced |
| VCI Wealth Management LLC | 22,960 | $1.84M | 0.46% | +5,838+34.1% | Added |
| First Dallas Securities Inc. | 23,245 | $1.87M | 0.62% | +50.0% | Added |
| GAMMA Investing LLC | 23,543 | $1.89M | 0.07% | +1,913+8.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,671 | $1.90M | 0.04% | +359+1.5% | Added |
| Keybank National Association | 23,784 | $1.91M | 0.01% | +3,931+19.8% | Added |
| Integrated Wealth Concepts LLC | 23,795 | $1.91M | 0.01% | −20,005−45.7% | Reduced |
| Foundations Investment Advisors, LLC | 24,024 | $1.93M | 0.02% | +818+3.5% | Added |
| E Fund Management Co., Ltd. | 24,032 | $1.93M | 0.04% | +1,677+7.5% | Added |
| Farther Finance Advisors, LLC | 24,212 | $1.95M | 0.02% | +1,209+5.3% | Added |
| Royal Fund Management, LLC | 24,368 | $1.96M | 0.16% | +588+2.5% | Added |
| NVWM, LLC | 24,727 | $1.99M | 0.40% | +270+1.1% | Added |
| Brinker Capital Investments, LLC | 24,730 | $1.99M | 0.02% | −559−2.2% | Reduced |
| HB Wealth Management, LLC | 24,774 | $1.99M | 0.01% | −935−3.6% | Reduced |
| Oppenheimer & Co Inc | 24,867 | $2.00M | 0.02% | +2,059+9.0% | Added |
| Dynamic Technology Lab Private Ltd | 25,062 | $2.01M | 0.45% | −19,886−44.2% | Reduced |
| Bleakley Financial Group, LLC | 25,105 | $2.02M | 0.03% | −784−3.0% | Reduced |
| Bailard, Inc. | 25,128 | $2.02M | 0.04% | +5,284+26.6% | Added |
| Ascent Group, LLC | 25,464 | $2.04M | 0.06% | +1,149+4.7% | Added |
| La Banque Postale Asset Management SA | 25,651 | $2.06M | 0.02% | 00.0% | Unchanged |
| Agf Management Ltd | 25,672 | $2.06M | 0.01% | +30.0% | Added |
| Pallas Capital Advisors LLC | 26,038 | $2.09M | 0.06% | +45+0.2% | Added |
| Spirit of America Management Corp | 26,300 | $2.11M | 0.40% | +800+3.1% | Added |
| Savvy Advisors, Inc. | 26,580 | $2.13M | 0.05% | +2,551+10.6% | Added |
| Tower Research Capital LLC (TRC) | 26,599 | $2.14M | 0.05% | −14,195−34.8% | Reduced |
| Dean Capital Management | 26,736 | $2.15M | 0.78% | 00.0% | Unchanged |
| Horizon Investments, LLC | 26,797 | $2.15M | 0.02% | +23+0.1% | Added |
| D.A. Davidson & Co. | 27,294 | $2.19M | 0.01% | −2,178−7.4% | Reduced |
| LRT Capital Management, LLC | 27,583 | $2.21M | 1.44% | +27,583 | New |
| SCP Investment, LP | 27,600 | $2.22M | 2.04% | +4,000+16.9% | Added |
| Vennlight Capital Management, LP | 27,700 | $2.22M | 1.49% | +27,700 | New |
| Quotient Wealth Partners, LLC | 27,768 | $2.23M | 0.05% | +140+0.5% | Added |
| Epiq Partners, LLC | 27,875 | $2.24M | 0.95% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 28,470 | $2.29M | 0.03% | +220+0.8% | Added |
| Wedbush Securities Inc | 28,492 | $2.29M | 0.06% | −251−0.9% | Reduced |
| Ethic Inc. | 28,851 | $2.32M | 0.03% | +2,378+9.0% | Added |
| Merit Financial Group, LLC | 28,882 | $2.32M | 0.01% | +2,623+10.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,886 | $2.32M | 0.85% | +1,135+4.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 29,270 | $2.35M | 0.02% | +1,985+7.3% | Added |
| TriaGen Wealth Management LLC | 29,364 | $2.36M | 0.59% | −67−0.2% | Reduced |
| New Mexico Educational Retirement Board | 29,478 | $2.37M | 0.06% | +2,200+8.1% | Added |
| Los Angeles Capital Management LLC | 29,648 | $2.38M | 0.01% | +17,556+145.2% | Added |
| SRS Capital Advisors, Inc. | 29,728 | $2.39M | 0.02% | +15,666+111.4% | Added |
| Concurrent Investment Advisors, LLC | 29,820 | $2.39M | 0.02% | +13,360+81.2% | Added |
| Infrastructure Capital Advisors, LLC | 30,487 | $2.45M | 0.19% | +5,049+19.8% | Added |
| Tradition Wealth Management, LLC | 30,610 | $2.46M | 0.15% | −503−1.6% | Reduced |
| Quadrature Capital Ltd | 30,885 | $2.48M | 0.02% | +19,581+173.2% | Added |
| AMG National Trust Bank | 31,019 | $2.49M | 0.05% | +26+0.1% | Added |
| Aptus Capital Advisors, LLC | 31,270 | $2.51M | 0.02% | −1,467−4.5% | Reduced |
| Empowered Funds, LLC | 31,850 | $2.56M | 0.01% | +1,782+5.9% | Added |