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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 1,295 institutions
Q1 2021: 840 institutionsQ2 2021: 851 institutionsQ3 2021: 836 institutionsQ4 2021: 912 institutionsQ1 2022: 931 institutionsQ2 2022: 944 institutionsQ3 2022: 938 institutionsQ4 2022: 985 institutionsQ1 2023: 972 institutionsQ2 2023: 963 institutionsQ3 2023: 928 institutionsQ4 2023: 1,019 institutionsQ1 2024: 981 institutionsQ2 2024: 974 institutionsQ3 2024: 1,033 institutionsQ4 2024: 1,115 institutionsQ1 2025: 1,136 institutionsQ2 2025: 1,134 institutionsQ3 2025: 1,186 institutionsQ4 2025: 1,253 institutionsQ1 2026: 1,275 institutionsQ2 2026: 1,295 institutions
Value heldQ2 2026: $48.0B
Q1 2021: $26.9BQ2 2021: $27.0BQ3 2021: $25.3BQ4 2021: $27.7BQ1 2022: $29.7BQ2 2022: $29.8BQ3 2022: $27.1BQ4 2022: $29.7BQ1 2023: $29.0BQ2 2023: $26.5BQ3 2023: $24.6BQ4 2023: $26.9BQ1 2024: $23.3BQ2 2024: $23.3BQ3 2024: $29.8BQ4 2024: $32.8BQ1 2025: $34.8BQ2 2025: $34.9BQ3 2025: $43.5BQ4 2025: $41.8BQ1 2026: $45.5BQ2 2026: $48.0B
Institutions holding XEL and their total value by quarter
QuarterHoldersValue
Q2 20261,295$48.0B
Q1 20261,275$45.5B
Q4 20251,253$41.8B
Q3 20251,186$43.5B
Q2 20251,134$34.9B
Q1 20251,136$34.8B
Q4 20241,115$32.8B
Q3 20241,033$29.8B
Q2 2024974$23.3B
Q1 2024981$23.3B
Q4 20231,019$26.9B
Q3 2023928$24.6B
Q2 2023963$26.5B
Q1 2023972$29.0B
Q4 2022985$29.7B
Q3 2022938$27.1B
Q2 2022944$29.8B
Q1 2022931$29.7B
Q4 2021912$27.7B
Q3 2021836$25.3B
Q2 2021851$27.0B
Q1 2021840$26.9B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Xcel Energy Inc; share changes are against Q1 2026.

Institutions holding XEL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Nations Financial Group Inc,3,044$244.5K0.01%+49+1.6%Added
PFG Advisors3,020$242.5K0.01%−329−9.8%Reduced
Portside Wealth Group, LLC3,010$241.7K0.03%−101−3.2%Reduced
Ausdal Financial Partners, Inc.2,995$240.9K0.01%−163−5.2%Reduced
Ellenbecker Investment Group2,993$240.4K0.03%+89+3.1%Added
One Capital Management, LLC3,018$239.7K0.01%00.0%Unchanged
Everhart Financial Group, Inc.2,959$237.6K0.02%−51−1.7%Reduced
Ullmann Financial Group, Inc.2,958$237.5K0.02%00.0%Unchanged
Wellspring Financial Advisors, LLC2,955$237.3K0.02%−10.0%Reduced
Accel Wealth Management2,951$236.9K0.05%−100−3.3%Reduced
NTV Asset Management LLC2,950$236.9K0.02%−18−0.6%Reduced
Ramirez Asset Management, Inc.2,949$236.8K0.02%00.0%Unchanged
Patriot Investment Management Inc.2,942$236.2K0.01%00.0%Unchanged
Sharpepoint LLC2,933$235.5K0.12%00.0%Unchanged
Cranbrook Wealth Management, LLC2,905$233.3K0.04%00.0%Unchanged
King Luther Capital Management Corp2,893$232.3K0.00%+100+3.6%Added
Significant Wealth Partners LLC2,887$231.8K0.25%+75+2.7%Added
Kennedy Capital Management, Inc.2,880$231.3K0.00%−177−5.8%Reduced
MJT & Associates Financial Advisory Group, Inc.2,879$231.2K0.15%00.0%Unchanged
Advisors Capital Management, LLC2,875$230.9K0.00%+2,875New
Longboard Asset Management, LP2,872$230.6K3.87%00.0%Unchanged
Ramsay, Stattman, Vela & Price, Inc.2,870$230.5K0.04%00.0%Unchanged
Madison Wealth Partners, Inc2,869$230.3K0.03%+28+1.0%Added
Carnegie Capital Asset Management, LLC2,859$229.6K0.00%00.0%Unchanged
Fisher Asset Management, LLC2,851$228.9K0.00%−3,940−58.0%Reduced
Pinnacle Associates Ltd2,846$228.5K0.00%+257+9.9%Added
Symphony Financial, Ltd. Co.2,761$226.3K0.02%+2,761New
Dougherty & Associates, LLC2,817$226.2K0.18%00.0%Unchanged
XY Planning Network, Inc.2,811$225.7K0.03%+126+4.7%Added
Mindset Wealth Management, LLC2,806$225.3K0.04%00.0%Unchanged
Optas, LLC2,805$225.2K0.03%+132+4.9%Added
180 Wealth Advisors, LLC2,802$225.0K0.02%−395−12.4%Reduced
Conning Inc.2,802$225.0K0.01%00.0%Unchanged
Range Advisory, LLC2,790$224.0K0.03%+2,790New
Eastern Bank2,777$223.0K0.00%00.0%Unchanged
Ascent Advisors, LLC2,795$222.8K0.26%00.0%Unchanged
Washington Trust Co2,764$221.9K0.01%+2,764New
Gilman Hill Asset Management, LLC2,750$220.8K0.03%00.0%Unchanged
Wealth Group Ltd2,747$220.6K0.04%00.0%Unchanged
Parkside Financial Bank & Trust2,746$220.5K0.02%+1,095+66.3%Added
State of Wyoming2,745$220.4K0.02%−2,629−48.9%Reduced
Colonial Trust Co2,745$220.4K0.03%−14−0.5%Reduced
Pekao Towarzystwo Funduszy Inwestycyjnych S.A.2,742$220.2K0.14%−6,480−70.3%Reduced
Ariadne Wealth Management, LP2,732$219.4K0.10%+2,732New
Quantum Financial Advisors, LLC2,729$219.1K0.02%00.0%Unchanged
Price Financial Group Wealth Management, Inc2,689$218.9K3.64%00.0%Unchanged
SilverOak Wealth Management LLC2,721$218.5K0.03%00.0%Unchanged
Perennial Investment Advisors, LLC2,719$218.3K0.01%−372−12.0%Reduced
Clifford Swan Investment Counsel LLC2,718$218.3K0.01%−78−2.8%Reduced
Mutual Advisors, LLC2,717$218.1K0.00%−331−10.9%Reduced
Jacobi Capital Management LLC2,701$216.9K0.01%00.0%Unchanged
Riverbend Wealth Management, LLC2,694$216.3K0.11%+2,694New
Keystone Financial Group2,689$215.9K0.01%−832−23.6%Reduced
Miracle Mile Advisors, LLC2,682$215.3K0.00%+2,682New
Kuhn & Co Investment Counsel2,672$214.6K0.12%+10+0.4%Added
Advyzon Investment Management, LLC2,665$214.0K0.02%−601−18.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,642$212.2K0.01%−64−2.4%Reduced
Triad Wealth Partners, LLC2,727$211.9K0.01%+2,727New
Nilsine Partners, LLC2,607$209.3K0.01%−27−1.0%Reduced
City State Bank2,602$208.9K0.05%00.0%Unchanged
Ancora Advisors, LLC2,594$208.3K0.00%−66−2.5%Reduced
Sagewood Asset Management LP2,576$206.9K0.05%+2,576New
KTF Investments, LLC2,575$206.8K0.02%00.0%Unchanged
Morton Capital Management LLC2,569$206.3K0.03%00.0%Unchanged
Natural Investments, LLC2,573$206.0K0.05%00.0%Unchanged
Arvest Bank Trust Division2,557$205.3K0.01%+18+0.7%Added
Longview Financial Advisors, Inc.2,550$204.8K0.12%00.0%Unchanged
Old Second National Bank of Aurora2,548$204.6K0.04%00.0%Unchanged
Sound Income Strategies, LLC2,543$204.2K0.01%+125+5.2%Added
Moneta Group Investment Advisors LLC2,542$204.1K0.00%−956−27.3%Reduced
Fiduciary Trust Co2,542$204.1K0.00%−204−7.4%Reduced
nVerses Capital, LLC2,538$203.8K0.31%−1,581−38.4%Reduced
L & S Advisors Inc2,537$203.7K0.02%−58,406−95.8%Reduced
Alpine Bank Wealth Management2,535$203.6K0.03%00.0%Unchanged
360 Financial, Inc.2,532$203.3K0.05%00.0%Unchanged
Hilltop National Bank2,529$203.1K0.04%00.0%Unchanged
PFG Investments, LLC2,522$202.5K0.01%+2,522New
Thoroughbred Financial Services, LLC2,520$202.0K0.01%00.0%Unchanged
Basecamp Wealth Advisors LLC2,510$201.6K0.04%00.0%Unchanged
Integrated Advisors Network LLC2,503$201.0K0.01%−246−8.9%Reduced
Fell Capital Management2,500$200.8K0.17%+2,500New
Jeppson Wealth Management, LLC2,500$200.8K0.06%+2,500New
Independent Financial Group, LLC2,499$200.7K0.00%+2,499New
High Note Wealth, LLC2,498$200.6K0.03%−129−4.9%Reduced
Sharkey, Howes & Javer2,496$200.4K0.02%+2,496New
Resonant Capital Advisors, LLC2,477$200.2K0.01%+2,477New
Stevens Capital Management LP2,495$200.0K0.05%+2,495New
Virtus Investment Advisers, Inc.2,477$198.9K0.05%+31+1.3%Added
LRI Investments, LLC2,425$194.7K0.02%+147+6.5%Added
Cassaday & Co Wealth Management LLC2,422$194.5K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.2,376$190.8K0.06%00.0%Unchanged
Park Place Capital Corp2,367$190.1K0.03%−1,730−42.2%Reduced
N.E.W. Advisory Services LLC2,356$189.2K0.01%+7+0.3%Added
Motco2,278$182.9K0.02%+12+0.5%Added
Kayne Anderson Rudnick Investment Management LLC2,269$182.3K0.00%+28+1.2%Added
Monetary Management Group Inc12,500$181.9K0.04%+12,000+2,400.0%Added
Family Capital Trust Co2,235$179.5K0.06%00.0%Unchanged
Creative Capital Management Investments LLC2,198$176.5K0.04%+36+1.7%Added
Pinnacle Wealth Planning Services, Inc.2,060$165.4K0.02%+33+1.6%Added
Millstone Evans Group, LLC2,057$165.2K0.09%+6+0.3%Added