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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 29,820 | $2.39M | 0.02% | +13,360+81.2% | Added |
| SRS Capital Advisors, Inc. | 29,728 | $2.39M | 0.02% | +15,666+111.4% | Added |
| Los Angeles Capital Management LLC | 29,648 | $2.38M | 0.01% | +17,556+145.2% | Added |
| New Mexico Educational Retirement Board | 29,478 | $2.37M | 0.06% | +2,200+8.1% | Added |
| TriaGen Wealth Management LLC | 29,364 | $2.36M | 0.59% | −67−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 29,270 | $2.35M | 0.02% | +1,985+7.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,886 | $2.32M | 0.85% | +1,135+4.1% | Added |
| Merit Financial Group, LLC | 28,882 | $2.32M | 0.01% | +2,623+10.0% | Added |
| Ethic Inc. | 28,851 | $2.32M | 0.03% | +2,378+9.0% | Added |
| Wedbush Securities Inc | 28,492 | $2.29M | 0.06% | −251−0.9% | Reduced |
| Crossmark Global Holdings, Inc. | 28,470 | $2.29M | 0.03% | +220+0.8% | Added |
| Epiq Partners, LLC | 27,875 | $2.24M | 0.95% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 27,768 | $2.23M | 0.05% | +140+0.5% | Added |
| Vennlight Capital Management, LP | 27,700 | $2.22M | 1.49% | +27,700 | New |
| SCP Investment, LP | 27,600 | $2.22M | 2.04% | +4,000+16.9% | Added |
| LRT Capital Management, LLC | 27,583 | $2.21M | 1.44% | +27,583 | New |
| D.A. Davidson & Co. | 27,294 | $2.19M | 0.01% | −2,178−7.4% | Reduced |
| Horizon Investments, LLC | 26,797 | $2.15M | 0.02% | +23+0.1% | Added |
| Dean Capital Management | 26,736 | $2.15M | 0.78% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 26,599 | $2.14M | 0.05% | −14,195−34.8% | Reduced |
| Savvy Advisors, Inc. | 26,580 | $2.13M | 0.05% | +2,551+10.6% | Added |
| Spirit of America Management Corp | 26,300 | $2.11M | 0.40% | +800+3.1% | Added |
| Pallas Capital Advisors LLC | 26,038 | $2.09M | 0.06% | +45+0.2% | Added |
| Agf Management Ltd | 25,672 | $2.06M | 0.01% | +30.0% | Added |
| La Banque Postale Asset Management SA | 25,651 | $2.06M | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 25,464 | $2.04M | 0.06% | +1,149+4.7% | Added |
| Bailard, Inc. | 25,128 | $2.02M | 0.04% | +5,284+26.6% | Added |
| Bleakley Financial Group, LLC | 25,105 | $2.02M | 0.03% | −784−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,062 | $2.01M | 0.45% | −19,886−44.2% | Reduced |
| Oppenheimer & Co Inc | 24,867 | $2.00M | 0.02% | +2,059+9.0% | Added |
| HB Wealth Management, LLC | 24,774 | $1.99M | 0.01% | −935−3.6% | Reduced |
| Brinker Capital Investments, LLC | 24,730 | $1.99M | 0.02% | −559−2.2% | Reduced |
| NVWM, LLC | 24,727 | $1.99M | 0.40% | +270+1.1% | Added |
| Royal Fund Management, LLC | 24,368 | $1.96M | 0.16% | +588+2.5% | Added |
| Farther Finance Advisors, LLC | 24,212 | $1.95M | 0.02% | +1,209+5.3% | Added |
| E Fund Management Co., Ltd. | 24,032 | $1.93M | 0.04% | +1,677+7.5% | Added |
| Foundations Investment Advisors, LLC | 24,024 | $1.93M | 0.02% | +818+3.5% | Added |
| Integrated Wealth Concepts LLC | 23,795 | $1.91M | 0.01% | −20,005−45.7% | Reduced |
| Keybank National Association | 23,784 | $1.91M | 0.01% | +3,931+19.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,671 | $1.90M | 0.04% | +359+1.5% | Added |
| GAMMA Investing LLC | 23,543 | $1.89M | 0.07% | +1,913+8.8% | Added |
| First Dallas Securities Inc. | 23,245 | $1.87M | 0.62% | +50.0% | Added |
| VCI Wealth Management LLC | 22,960 | $1.84M | 0.46% | +5,838+34.1% | Added |
| Principal Securities, Inc. | 22,701 | $1.82M | 0.02% | −156−0.7% | Reduced |
| Accredited Investors Inc. | 22,412 | $1.80M | 0.08% | −360−1.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,184 | $1.78M | 0.06% | +2,667+13.7% | Added |
| TD Private Client Wealth LLC | 21,996 | $1.77M | 0.03% | −12,224−35.7% | Reduced |
| Ci Investments Inc. | 21,364 | $1.72M | 0.01% | +3,287+18.2% | Added |
| SNS Financial Group, LLC | 20,862 | $1.68M | 0.03% | +14,390+222.3% | Added |
| Apollon Wealth Management, LLC | 20,796 | $1.67M | 0.02% | +1,358+7.0% | Added |
| Great Valley Advisor Group, Inc. | 20,713 | $1.66M | 0.03% | +952+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,300 | $1.63M | 0.05% | +500+2.5% | Added |
| Modern Wealth Management, LLC | 20,279 | $1.63M | 0.02% | +1,434+7.6% | Added |
| Callan Family Office, LLC | 20,129 | $1.62M | 0.03% | −255−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,015 | $1.61M | 0.02% | +1,086+5.7% | Added |
| PKO Investment Management Joint-Stock Co | 20,000 | $1.61M | 0.12% | +10,000+100.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 19,919 | $1.60M | 0.04% | +1,502+8.2% | Added |
| Vontobel Holding Ltd. | 19,737 | $1.58M | 0.01% | −66,973−77.2% | Reduced |
| Pinebridge Investments LLC | 19,659 | $1.58M | 0.01% | +1,906+10.7% | Added |
| Bond & Devick Financial Network, Inc. | 19,617 | $1.58M | 0.39% | 00.0% | Unchanged |
| White Pine Capital LLC | 19,525 | $1.57M | 0.37% | −140−0.7% | Reduced |
| Westpac Banking Corp | 19,501 | $1.57M | 0.10% | +2,127+12.2% | Added |
| Sterling Capital Management LLC | 19,464 | $1.56M | 0.03% | −1,012−4.9% | Reduced |
| Howard Capital Management Inc. | 19,457 | $1.56M | 0.02% | +12,196+168.0% | Added |
| DeDora Capital, Inc. | 19,367 | $1.56M | 0.34% | +1,889+10.8% | Added |
| United Capital Financial Advisers, LLC | 19,330 | $1.55M | 0.01% | +406+2.1% | Added |
| Empirical Finance, LLC | 19,307 | $1.55M | 0.06% | +709+3.8% | Added |
| Ashton Thomas Private Wealth, LLC | 19,237 | $1.54M | 0.03% | +274+1.4% | Added |
| Ninepoint Partners LP | 18,939 | $1.52M | 0.14% | +18,939 | New |
| New Age Alpha Advisors, LLC | 18,938 | $1.52M | 0.06% | −696−3.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 18,797 | $1.52M | 0.09% | +1,247+7.1% | Added |
| RIA Advisory Group LLC | 18,892 | $1.52M | 0.34% | +2,789+17.3% | Added |
| Dakota Wealth Management | 18,883 | $1.52M | 0.03% | −1,111−5.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 18,847 | $1.51M | 0.02% | +18,847 | New |
| MUFG Securities Americas Inc. | 18,803 | $1.51M | 0.08% | +2,435+14.9% | Added |
| AdvisorNet Financial, Inc | 18,776 | $1.51M | 0.07% | +232+1.3% | Added |
| Coldstream Capital Management Inc | 18,636 | $1.50M | 0.02% | +408+2.2% | Added |
| Western Wealth Management, LLC | 18,302 | $1.47M | 0.05% | −544−2.9% | Reduced |
| RSM US Wealth Management LLC | 18,077 | $1.45M | 0.02% | −1,236−6.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 17,952 | $1.44M | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 17,861 | $1.43M | 0.01% | −7,542−29.7% | Reduced |
| First Commonwealth Financial Corp | 17,814 | $1.43M | 0.20% | +753+4.4% | Added |
| Arkadios Wealth Advisors | 17,798 | $1.43M | 0.02% | −419−2.3% | Reduced |
| North Dakota State Investment Board | 17,599 | $1.41M | 0.06% | +455+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 17,596 | $1.41M | 0.07% | −249−1.4% | Reduced |
| Bessemer Group Inc | 17,521 | $1.41M | 0.00% | −68−0.4% | Reduced |
| Matrix Trust Co | 17,475 | $1.40M | 0.20% | −672−3.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 17,419 | $1.40M | 0.13% | +17,419 | New |
| Global Retirement Partners, LLC | 16,833 | $1.35M | 0.02% | +16,833 | New |
| IMC-Chicago, LLC | 16,813 | $1.35M | 0.01% | +16,813 | New |
| Park Avenue Securities LLC | 16,779 | $1.35M | 0.01% | +16,779 | New |
| Bokf, NA | 16,761 | $1.35M | 0.02% | −347−2.0% | Reduced |
| Advisory Services Network, LLC | 16,572 | $1.33M | 0.02% | +3,002+22.1% | Added |
| Pinnacle Financial Partners, Inc. | 16,493 | $1.32M | 0.01% | +2,655+19.2% | Added |
| First National Advisers, LLC | 16,280 | $1.31M | 0.18% | −4,165−20.4% | Reduced |
| Securian Asset Management, Inc | 16,589 | $1.31M | 0.05% | +604+3.8% | Added |
| Accurate Wealth Management, LLC | 15,975 | $1.28M | 0.12% | +269+1.7% | Added |
| Sapient Capital LLC | 15,855 | $1.27M | 0.02% | +15,855 | New |
| Equitable Trust Co | 15,842 | $1.27M | 0.05% | −385−2.4% | Reduced |
| Vermillion Wealth Management, Inc. | 15,756 | $1.27M | 0.30% | −537−3.3% | Reduced |