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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 2,050 | $164.6K | 0.01% | −19−0.9% | Reduced |
| Cromwell Holdings LLC | 2,025 | $163.8K | 0.07% | +92+4.8% | Added |
| Golden State Wealth Management, LLC | 2,027 | $162.8K | 0.01% | +312+18.2% | Added |
| Walleye Trading LLC | 2,014 | $161.7K | 0.00% | −5,984−74.8% | Reduced |
| Whittier Trust Co | 2,002 | $160.9K | 0.00% | −88−4.2% | Reduced |
| Chilton Capital Management LLC | 2,000 | $160.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 2,000 | $160.6K | 0.07% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 2,000 | $160.6K | 0.03% | +328+19.6% | Added |
| Riverview Trust Co | 1,988 | $159.6K | 0.19% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,907 | $153.1K | 0.00% | +105+5.8% | Added |
| Lummis Asset Management, LP | 1,899 | $152.5K | 0.09% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,848 | $148.4K | 0.04% | −66−3.4% | Reduced |
| Marquette Asset Management, LLC | 1,829 | $146.9K | 0.02% | −38−2.0% | Reduced |
| Colonial Trust Advisors | 1,795 | $144.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,763 | $141.6K | 0.00% | −157−8.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,736 | $139.4K | 0.01% | −164−8.6% | Reduced |
| Stephenson National Bank & Trust | 1,713 | $137.6K | 0.03% | −140−7.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,700 | $136.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,699 | $136.4K | 0.08% | +72+4.4% | Added |
| Continuum Advisory, LLC | 1,637 | $131.4K | 0.01% | +1,637 | New |
| Compass Financial Management LLC | 1,641 | $128.8K | 0.02% | +1,641 | New |
| MTM Investment Management, LLC | 1,584 | $127.2K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,535 | $124.1K | 0.05% | −27−1.7% | Reduced |
| Capital Analysts, LLC | 1,516 | $122.0K | 0.00% | +500+49.2% | Added |
| Avalon Trust Co | 1,509 | $121.2K | 0.01% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 1,500 | $120.5K | 0.02% | +1,500 | New |
| Cherry Tree Wealth Management, LLC | 1,498 | $120.3K | 0.02% | +7+0.5% | Added |
| Deseret Mutual Benefit Administrators | 1,481 | $118.9K | 0.04% | −112−7.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,471 | $118.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,474 | $118.4K | 0.11% | +822+126.1% | Added |
| Hanson & Doremus Investment Management | 1,459 | $117.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 1,450 | $116.4K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,418 | $113.8K | 0.00% | +76+5.7% | Added |
| Rothschild Investment LLC | 1,379 | $110.7K | 0.00% | +722+109.9% | Added |
| Richardson Financial Services Inc. | 1,345 | $108.0K | 0.06% | −50−3.6% | Reduced |
| Loomis Sayles & Co L P | 1,314 | $105.5K | 0.00% | +307+30.5% | Added |
| Pinnacle Bancorp, Inc. | 1,277 | $102.5K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,276 | $102.5K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,267 | $101.7K | 0.02% | +700+123.5% | Added |
| Capital Advisors, Ltd. LLC | 1,247 | $100.0K | 0.01% | −54−4.2% | Reduced |
| Delos Wealth Advisors, LLC | 1,227 | $98.5K | 0.05% | +27+2.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,225 | $98.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 1,207 | $96.9K | 0.00% | −13−1.1% | Reduced |
| Toth Financial Advisory Corp | 1,176 | $94.4K | 0.01% | −600−33.8% | Reduced |
| Manchester Capital Management LLC | 1,168 | $93.8K | 0.01% | +31+2.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,136 | $91.2K | 0.02% | +87+8.3% | Added |
| Oakworth Capital, Inc. | 1,123 | $90.0K | 0.00% | +256+29.5% | Added |
| Vision Financial Markets LLC | 1,110 | $89.1K | 0.08% | 00.0% | Unchanged |
| Dorato Capital Management | 1,112 | $89.0K | 0.06% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,100 | $88.3K | 0.01% | +141+14.7% | Added |
| SBI Securities Co., Ltd. | 1,093 | $87.8K | 0.00% | −59−5.1% | Reduced |
| Harbor Asset Planning, Inc. | 1,092 | $87.7K | 0.07% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,089 | $87.4K | 0.02% | +1,021+1,501.5% | Added |
| Prudent Man Investment Management, Inc. | 1,178 | $87.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,069 | $86.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,055 | $84.7K | 0.03% | +1,055 | New |
| Heritage Wealth Advisors | 1,040 | $83.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,030 | $82.7K | 0.01% | −19−1.8% | Reduced |
| Financial Consulate, Inc | 1,009 | $81.0K | 0.01% | +19+1.9% | Added |
| Harbor Investment Advisory, LLC | 1,005 | $80.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $80.3K | 0.04% | −500−33.3% | Reduced |
| Clear Street Markets LLC | 994 | $79.8K | 0.02% | +994 | New |
| Ostrum Asset Management | 983 | $78.9K | 0.00% | −432−30.5% | Reduced |
| Front Row Advisors LLC | 1,013 | $78.7K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 978 | $78.5K | 0.02% | +81+9.0% | Added |
| Centennial Bank | 947 | $76.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 945 | $75.9K | 0.03% | +275+41.0% | Added |
| Quent Capital, LLC | 924 | $74.2K | 0.00% | −99−9.7% | Reduced |
| Salem Investment Counselors Inc | 912 | $73.8K | 0.00% | −21−2.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 902 | $72.4K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 902 | $71.9K | 0.03% | +3+0.3% | Added |
| Silver Grove Financial Group, Inc. | 877 | $70.4K | 0.04% | +311+54.9% | Added |
| Essential Partners LLC | 870 | $69.9K | 0.03% | +171+24.5% | Added |
| Creative Financial Designs Inc | 864 | $69.4K | 0.00% | +5+0.6% | Added |
| Truvestments Capital LLC | 857 | $68.8K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 837 | $67.2K | 0.00% | +49+6.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 832 | $67.0K | 0.00% | +71+9.3% | Added |
| Burkett Financial Services, LLC | 831 | $66.7K | 0.02% | +6+0.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 805 | $64.6K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 800 | $64.2K | 0.03% | +800 | New |
| Steigerwald, Gordon & Koch Inc. | 798 | $64.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 796 | $63.9K | 0.00% | +796 | New |
| Salomon & Ludwin, LLC | 777 | $61.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 767 | $61.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 760 | $61.0K | 0.01% | −469−38.2% | Reduced |
| Hager Investment Management Services, LLC | 755 | $60.6K | 0.03% | −245−24.5% | Reduced |
| Bell Investment Advisors, Inc | 752 | $60.4K | 0.01% | +6+0.8% | Added |
| Strengthening Families & Communities, LLC | 738 | $59.2K | 0.01% | +14+1.9% | Added |
| NBT Bank N A | 709 | $56.9K | 0.00% | −501−41.4% | Reduced |
| Institute for Wealth Management, LLC. | 702 | $56.4K | 0.00% | +702 | New |
| Action Point Financial Planning, LLC | 679 | $54.2K | 0.01% | +679 | New |
| Kimelman & Baird, LLC | 652 | $52.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 645 | $51.8K | 0.00% | −23−3.4% | Reduced |
| SOA Wealth Advisors, LLC. | 636 | $51.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 635 | $51.0K | 0.00% | −472−42.6% | Reduced |
| RMG Wealth Management LLC | 648 | $50.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 631 | $50.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 631 | $50.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 630 | $50.6K | 0.03% | +25+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 623 | $50.4K | 0.00% | +33+5.6% | Added |