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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 608 | $49.2K | 0.00% | +338+125.2% | Added |
| TSFG, LLC | 609 | $49.0K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 584 | $46.9K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 578 | $46.4K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 572 | $45.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 569 | $45.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 560 | $45.0K | 0.00% | +15+2.8% | Added |
| Gs Investments, Inc. | 558 | $44.8K | 0.03% | −60−9.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 550 | $44.2K | 0.00% | +280+103.7% | Added |
| Buck Wealth Strategies, LLC | 542 | $43.5K | 0.00% | +542 | New |
| Tower View Investment Management & Research LLC | 539 | $43.3K | 0.02% | −96−15.1% | Reduced |
| Ankerstar Wealth, LLC | 533 | $43.1K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 590 | $43.0K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 528 | $42.4K | 0.01% | +528 | New |
| Luken Investment Analytics, LLC | 526 | $42.2K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 520 | $41.8K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 519 | $41.7K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 505 | $40.6K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 504 | $40.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 500 | $40.1K | 0.01% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 500 | $40.1K | 0.02% | +500 | New |
| IMA Wealth, Inc. | 498 | $40.0K | 0.00% | +495+16,500.0% | Added |
| Cedar Mountain Advisors, LLC | 495 | $39.7K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Management | 494 | $39.7K | 0.02% | +3+0.6% | Added |
| Leonteq Securities AG | 493 | $39.5K | 0.00% | −432−46.7% | Reduced |
| BankPlus Trust Department | 483 | $38.8K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 471 | $37.8K | 0.00% | 00.0% | Unchanged |
| First National Bank | 452 | $36.3K | 0.01% | +452 | New |
| Beacon Financial Strategies CORP | 450 | $36.1K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 450 | $36.0K | 0.00% | −1−0.2% | Reduced |
| TD Waterhouse Canada Inc. | 448 | $35.7K | 0.00% | 00.0% | Unchanged |
| Canopy Partners, LLC | 443 | $35.6K | 0.01% | +7+1.6% | Added |
| Owl Creek Wealth Partners LLC | 440 | $35.3K | 0.01% | −50−10.2% | Reduced |
| American National Bank | 431 | $34.6K | 0.00% | +141+48.6% | Added |
| Tanglewood Legacy Advisors, LLC | 410 | $32.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 404 | $32.4K | 0.01% | +3+0.7% | Added |
| First Command Advisory Services, Inc. | 400 | $32.1K | 0.00% | −59−12.9% | Reduced |
| Strategic Investment Solutions, Inc. | 400 | $32.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 397 | $31.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 382 | $30.8K | 0.00% | +60+18.6% | Added |
| Piscataqua Savings Bank | 375 | $30.1K | 0.02% | −200−34.8% | Reduced |
| Fortitude Family Office, LLC | 365 | $29.3K | 0.01% | −14−3.7% | Reduced |
| Evolution Wealth Management Inc. | 349 | $28.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 353 | $28.0K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 338 | $27.2K | 0.00% | +2+0.6% | Added |
| Trust Co | 329 | $26.4K | 0.00% | −2,942−89.9% | Reduced |
| Glen Eagle Advisors, LLC | 313 | $25.1K | 0.00% | +13+4.3% | Added |
| Commonwealth Retirement Investments LLC | 309 | $24.8K | 0.01% | +309 | New |
| Abound Wealth Management | 303 | $24.3K | 0.00% | −58−16.1% | Reduced |
| Asset Planning,Inc | 300 | $24.1K | 0.02% | +300 | New |
| Basepoint Wealth LLC | 295 | $23.7K | 0.01% | +2+0.7% | Added |
| Main Street Group, LTD | 295 | $23.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 290 | $23.3K | 0.00% | −2,553−89.8% | Reduced |
| Adirondack Trust Co | 287 | $23.0K | 0.01% | −69−19.4% | Reduced |
| Fairscale Capital, LLC | 277 | $22.4K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 279 | $22.4K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 274 | $22.0K | 0.01% | +274 | New |
| Private Wealth Asset Management, LLC | 271 | $21.8K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 266 | $21.4K | 0.00% | +261+5,220.0% | Added |
| Prosperity Bancshares Inc | 264 | $21.2K | 0.01% | +117+79.6% | Added |
| Kemnay Advisory Services Inc. | 263 | $21.1K | 0.00% | +12+4.8% | Added |
| Fedenia Advisers LLC | 258 | $20.7K | 0.00% | +258 | New |
| Downshift Financial, LLC | 256 | $20.6K | 0.01% | +256 | New |
| Bangor Savings Bank | 250 | $20.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 250 | $20.1K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 249 | $20.0K | 0.00% | +249 | New |
| Kingdom Financial Group LLC. | 246 | $19.7K | 0.01% | −424−63.3% | Reduced |
| Sachetta, LLC | 245 | $19.7K | 0.01% | +73+42.4% | Added |
| Armstrong Advisory Group, Inc | 245 | $19.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 244 | $19.6K | 0.01% | +54+28.4% | Added |
| UMA Financial Services, Inc. | 243 | $19.5K | 0.00% | −14−5.4% | Reduced |
| Elevated Capital Advisors, LLC | 237 | $19.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $19.0K | 0.01% | +13+5.7% | Added |
| DHJJ Financial Advisors, Ltd. | 235 | $18.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 231 | $18.5K | 0.00% | −570−71.2% | Reduced |
| Joseph Group Capital Management | 226 | $18.1K | 0.00% | +75+49.7% | Added |
| MV Capital Management, Inc. | 222 | $17.8K | 0.00% | +2+0.9% | Added |
| Rialto Wealth Management, LLC | 211 | $16.9K | 0.00% | +17+8.8% | Added |
| Stone House Investment Management, LLC | 211 | $16.9K | 0.00% | +100+90.1% | Added |
| Dogwood Wealth Management LLC | 209 | $16.8K | 0.01% | +46+28.2% | Added |
| Picton Mahoney Asset Management | 200 | $16.1K | 0.00% | +182+1,011.1% | Added |
| Advantage Trust Co | 200 | $16.1K | 0.01% | +200 | New |
| Westside Investment Management, Inc. | 197 | $15.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 192 | $15.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 186 | $14.9K | 0.00% | +2+1.1% | Added |
| Broadwater Capital Management LLC | 180 | $14.5K | 0.01% | −540−75.0% | Reduced |
| MidFirst Bank | 180 | $14.5K | 0.00% | −99−35.5% | Reduced |
| Wolff Wiese Magana LLC | 177 | $14.2K | 0.01% | −1,048−85.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 175 | $14.2K | 0.00% | +67+62.0% | Added |
| Tounjian Advisory Partners, LLC | 174 | $13.9K | 0.01% | −15,078−98.9% | Reduced |
| Financial Management Professionals, Inc. | 170 | $13.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 168 | $13.5K | 0.01% | +1+0.6% | Added |
| Asset Dedication, LLC | 167 | $13.4K | 0.00% | +1+0.6% | Added |
| Wilkerson Advisory Group LLC | 166 | $13.3K | 0.00% | +25+17.7% | Added |
| Cornerstone Planning Group LLC | 165 | $13.2K | 0.00% | +39+31.0% | Added |
| Ritter Daniher Financial Advisory LLC | 162 | $13.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 160 | $12.9K | 0.00% | +4+2.6% | Added |
| Axiom Investment Management LLC | 157 | $12.6K | 0.01% | +157 | New |
| 1 North Wealth Services LLC | 157 | $12.6K | 0.00% | +157 | New |
| DecisionPoint Financial, LLC | 155 | $12.4K | 0.00% | −3−1.9% | Reduced |