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 |
|---|---|---|---|---|---|
| BKD Wealth Advisors, LLC | 15,717 | $1.26M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 15,505 | $1.25M | 0.07% | −70−0.4% | Reduced |
| Enhancing Capital LLC | 15,500 | $1.24M | 0.86% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 15,437 | $1.24M | 0.24% | +1,816+13.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,422 | $1.24M | 0.06% | +754+5.1% | Added |
| Icon Advisers Inc | 15,400 | $1.24M | 0.23% | +15,400 | New |
| South Dakota Investment Council | 15,241 | $1.22M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,170 | $1.22M | 0.01% | −1,164−7.1% | Reduced |
| Laird Norton Trust Company, LLC | 15,007 | $1.21M | 0.02% | −152−1.0% | Reduced |
| First Western Trust Bank | 14,857 | $1.19M | 0.06% | −25−0.2% | Reduced |
| HighVista Strategies LLC | 14,758 | $1.19M | 0.27% | +2,200+17.5% | Added |
| Fulton Bank, N.A. | 14,726 | $1.18M | 0.04% | −6,764−31.5% | Reduced |
| Koshinski Asset Management, Inc. | 14,712 | $1.18M | 0.06% | −91−0.6% | Reduced |
| Bryn Mawr Trust Co | 14,631 | $1.17M | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 14,493 | $1.16M | 0.01% | −399−2.7% | Reduced |
| Bayban | 14,430 | $1.16M | 0.89% | +200+1.4% | Added |
| Valtinson Bruner Financial Planning LLC | 14,409 | $1.16M | 0.29% | −588−3.9% | Reduced |
| Clearstead Advisors, LLC | 14,371 | $1.15M | 0.01% | +9,668+205.6% | Added |
| Mission Wealth Management, LP | 14,290 | $1.15M | 0.01% | +1,017+7.7% | Added |
| Prosperity Consulting Group, LLC | 14,211 | $1.14M | 0.04% | +3,268+29.9% | Added |
| Fifth Third Wealth Advisors LLC | 14,192 | $1.14M | 0.03% | +3,794+36.5% | Added |
| Resources Investment Advisors, LLC. | 14,189 | $1.14M | 0.01% | +132+0.9% | Added |
| Snowden Capital Advisors LLC | 14,019 | $1.13M | 0.03% | −3,084−18.0% | Reduced |
| 17 Capital Partners, LLC | 14,114 | $1.13M | 0.51% | +137+1.0% | Added |
| Cypress Capital Group | 14,055 | $1.13M | 0.11% | +3,970+39.4% | Added |
| J.W. Cole Advisors, Inc. | 14,018 | $1.13M | 0.02% | −19−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 14,001 | $1.12M | 0.01% | −1,423−9.2% | Reduced |
| Virtu Financial LLC | 13,974 | $1.12M | 0.04% | +13,974 | New |
| Aspen Wealth Strategies, LLC | 13,955 | $1.12M | 0.54% | +18+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 13,831 | $1.11M | 0.05% | −2,062−13.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 13,799 | $1.11M | 0.00% | +2,852+26.1% | Added |
| Altshuler Shaham Ltd | 13,765 | $1.11M | 0.01% | +1,428+11.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 13,749 | $1.10M | 0.12% | −405−2.9% | Reduced |
| Croban | 13,573 | $1.09M | 0.48% | +441+3.4% | Added |
| Canada Post Corp Registered Pension Plan | 13,522 | $1.09M | 0.04% | 00.0% | Unchanged |
| Central Bank & Trust Co | 13,484 | $1.08M | 0.15% | −7,702−36.4% | Reduced |
| Employees Retirement System of Texas | 13,471 | $1.08M | 0.01% | +13,471 | New |
| Citizens Financial Group Inc | 13,474 | $1.08M | 0.01% | +3,844+39.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,454 | $1.08M | 0.01% | −5,109−27.5% | Reduced |
| Bernicke Wealth Management, Ltd. | 13,267 | $1.07M | 0.12% | +2,394+22.0% | Added |
| Fundamentun, LLC | 13,264 | $1.07M | 0.04% | +14+0.1% | Added |
| Tectonic Advisors LLC | 13,257 | $1.06M | 0.05% | +202+1.5% | Added |
| WealthTrust Axiom LLC | 13,151 | $1.06M | 0.24% | −100−0.8% | Reduced |
| HighMark Wealth Management LLC | 13,138 | $1.05M | 0.35% | +68+0.5% | Added |
| Thompson Investment Management, Inc. | 12,704 | $1.02M | 0.12% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 12,561 | $1.01M | 0.02% | −139−1.1% | Reduced |
| IHT Wealth Management, LLC | 12,500 | $1.00M | 0.02% | −175−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,488 | $1.00M | 0.01% | −4,423−26.2% | Reduced |
| Gateway Investment Advisers LLC | 12,329 | $990.0K | 0.01% | −1,263−9.3% | Reduced |
| Wealth Alliance | 12,129 | $974.0K | 0.08% | −4,318−26.3% | Reduced |
| NorthRock Partners, LLC | 11,865 | $952.8K | 0.01% | −277−2.3% | Reduced |
| Invesco, LLC | 11,816 | $948.8K | 0.29% | +294+2.6% | Added |
| Townsend & Associates, Inc | 12,025 | $946.0K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,735 | $942.3K | 0.02% | +984+9.2% | Added |
| Kestra Private Wealth Services, LLC | 11,673 | $937.3K | 0.01% | −754−6.1% | Reduced |
| CAPROCK Group, Inc. | 11,493 | $931.9K | 0.02% | −847−6.9% | Reduced |
| Chronos Wealth Management, LLC | 11,482 | $922.0K | 0.41% | −9−0.1% | Reduced |
| Smartleaf Asset Management LLC | 11,236 | $921.2K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11,469 | $920.9K | 0.29% | −6,095−34.7% | Reduced |
| Argent Trust Co | 11,406 | $915.9K | 0.03% | −5,589−32.9% | Reduced |
| Emerald Advisors, LLC | 11,367 | $912.7K | 0.11% | −38−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 11,091 | $890.6K | 0.03% | −1,263−10.2% | Reduced |
| Hodges Capital Management Inc. | 11,015 | $884.5K | 0.06% | −100−0.9% | Reduced |
| Dearborn Partners LLC | 10,974 | $881.2K | 0.05% | +9+0.1% | Added |
| Stratos Wealth Partners, LTD. | 10,952 | $879.5K | 0.01% | −337−3.0% | Reduced |
| KLCM Advisors, Inc. | 10,950 | $879.3K | 0.07% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,942 | $878.6K | 0.39% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 10,895 | $874.9K | 0.06% | +416+4.0% | Added |
| Exchange Traded Concepts, LLC | 10,887 | $874.2K | 0.00% | −269−2.4% | Reduced |
| Everest Financial Group LLC | 10,851 | $871.3K | 0.12% | +12+0.1% | Added |
| Legacy Financial Advisors, Inc. | 10,827 | $869.4K | 0.11% | −189−1.7% | Reduced |
| Nicolet Bankshares Inc | 10,804 | $868.3K | 0.03% | +43+0.4% | Added |
| Aviva PLC | 10,779 | $865.6K | 0.00% | +679+6.7% | Added |
| Sigma Planning Corp | 10,744 | $862.8K | 0.02% | +23+0.2% | Added |
| Brown Brothers Harriman & Co | 10,733 | $861.9K | 0.00% | +4,276+66.2% | Added |
| Parallax Volatility Advisers, L.P. | 10,728 | $861.5K | 0.03% | +10,728 | New |
| IFG Advisory, LLC | 10,687 | $858.1K | 0.03% | +10,687 | New |
| We Are One Seven, LLC | 10,657 | $855.7K | 0.01% | +1,801+20.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 10,400 | $852.6K | 0.03% | −3,700−26.2% | Reduced |
| Mather Group, LLC. | 10,529 | $845.5K | 0.01% | +90+0.9% | Added |
| Norden Group LLC | 10,511 | $844.0K | 0.07% | −627−5.6% | Reduced |
| TCW Group Inc | 10,507 | $843.7K | 0.01% | +725+7.4% | Added |
| NewEdge Wealth, LLC | 10,418 | $836.6K | 0.01% | −79−0.8% | Reduced |
| Heritage Wealth Management, Inc. | 10,343 | $830.5K | 0.21% | −123−1.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 10,323 | $828.9K | 0.09% | −16−0.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 10,273 | $824.9K | 0.11% | +10,263+102,630.0% | Added |
| Great Waters Wealth Management | 10,133 | $813.7K | 0.08% | −325−3.1% | Reduced |
| Partners Capital Investment Group, LLP | 9,959 | $799.7K | 0.03% | −8,944−47.3% | Reduced |
| Kingsview Wealth Management, LLC | 9,939 | $798.1K | 0.01% | −153−1.5% | Reduced |
| Frec Markets, Inc. | 9,915 | $796.2K | 0.07% | +4,973+100.6% | Added |
| Corundum Group, Inc. | 9,911 | $795.9K | 0.24% | +326+3.4% | Added |
| OneAscent Financial Services LLC | 9,893 | $794.4K | 0.04% | −57−0.6% | Reduced |
| Moors & Cabot, Inc. | 9,852 | $791.1K | 0.03% | −198−2.0% | Reduced |
| Ballentine Partners, LLC | 9,631 | $773.4K | 0.01% | +1,444+17.6% | Added |
| Chicago Partners Investment Group LLC | 9,555 | $771.7K | 0.02% | +756+8.6% | Added |
| Trust Point Inc. | 9,589 | $770.0K | 0.07% | −585−5.7% | Reduced |
| Venturi Wealth Management, LLC | 9,552 | $767.0K | 0.03% | −167−1.7% | Reduced |
| Wedmont Private Capital | 9,575 | $766.6K | 0.02% | +539+6.0% | Added |
| Gsa Capital Partners LLP | 9,499 | $763.0K | 0.05% | −17,409−64.7% | Reduced |
| Sym Financial Corp | 9,429 | $757.1K | 0.06% | +405+4.5% | Added |